Nonprofit · EIN 46-0606215
MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST
Tax-exempt · NEW YORK, NY 10005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $12,869,760 | $14,088,111 | -$1,218,351 | $38,845,554 | $0 | $38,845,554 |
| December 31, 2024 | 990 | $15,674,965 | $16,454,032 | -$779,067 | $33,554,543 | $0 | $33,554,543 |
| December 31, 2023 | 990 | $81,570,718 | $55,667,100 | $25,903,618 | $29,911,544 | $0 | $29,911,544 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,929,573
- Investment income
- $533,123
- Net gain from sales of assets
- $501,726
- Other revenue
- $2,407,064
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,582,999
- Compensation of officers, directors and key employees
- $2,070
- Salaries, compensation and benefits (total)
- $2,070
- Professional fundraising fees
- $0
- Program services (functional)
- $13,874,109
- Management and general (functional)
- $214,002
Balance sheet and other
- Total assets, start of year
- $33,554,543
- Total assets, end of year
- $38,845,554
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,845,554
- Publicly traded securities
- $38,897,716
- Gross receipts
- $30,608,716
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $2,070 |
| BENEFITS INVESTMENT COMMITTEE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $2,070 |
| BENEFITS INVESTMENT COMMITTEE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMORGAN CHASE BANK NA | TRUSTEE Institutional trustee | 40 | $2,070 |
| BENEFITS INVESTMENT COMMITTEE | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- CO JPMORGAN CHASE BANK NY1-A156, NEW YORK, NY 10005-0000
- In care of
- % ANASTASIA D YUELYS
- Principal officer (990 for 2025)
- BILL WHISLER, THREE PARKWAY NORTH SUITE 300, DEERFIELD, IL 60015
- Signed the 990
- BILL WHISLER, ASSISTANT TREASURER
- Phone
- (212) 552-2992
- Return prepared by
- ANDERSEN TAX LLC
Mission
THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE GROUP HEALTH & LIFE INSURANCE BENEFITS TO ELIGIBLE RETIREES & THEIR DEPENDENTS UNDER THE MONDELEZ GLOBAL LLC RETIREE HEALTH & LIFE BENEFITS PLAN AS SET FORTH IN THE MONDELEZ GLOBAL LLC RETIREE HEALTH & LIFE BENEFITS TRUST.
Program accomplishments
- PAYMENT OF HEALTH CARE AND LIFE INSURANCE BENEFITS FOR ELIGIBLE RETIREES AND DEPENDENTS UNDER THE MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS PLAN AS SET FORTH IN THE MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST.Expenses $12,582,999
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0606215
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $38,845,554
- Income (IRS master file)
- $30,608,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $12,869,760 | $14,088,111 | $38,845,554 | IRS |
| 990 | December 2024 | $15,674,965 | $16,454,032 | $33,554,543 | IRS |
| 990 | December 2023 | $81,570,718 | $55,667,100 | $29,911,544 | XML |
| 990 | December 2022 | $12,901,737 | $13,198,879 | $747,710 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0606215).
Questions about MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST
- What is the EIN of MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST?
- The employer identification number (EIN) of MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST is 46-0606215.
- Is MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 names BILL WHISLER.
- Who are the officers and directors of MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,070 (JPMORGAN CHASE BANK NA, TRUSTEE).
- How much revenue does MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $12,869,760, expenses of $14,088,111 and total assets of $38,845,554 at year end.
Other nonprofits in NEW YORK
- 1199 NATIONAL BENEFIT FUND FOR HOSPITAL & HUMAN SERVICE EMPLOYEES EIN 13-1628401 · last filed 990 for 2024
- DELTA DENTAL OF NEW YORK INC EIN 11-1980218 · last filed 990 for 2024
- YOUNG MENS CHRISTIAN ASSOCIATION RETIREMENT FUND EIN 13-5562401 · last filed 990 for 2025
- NEW YORK TRADES COUNCIL & HOTEL ASSOCIATION OF NEW YORK CITY EIN 13-1595091 · last filed 990 for 2024
- MASON TENDERS DISTRICT COUNCIL WELFARE FUND EIN 13-5537605 · last filed 990 for 2024
- MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST I EIN 46-0591172 · last filed 990 for 2025
- 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES EIN 13-4129368 · last filed 990 for 2024
- THE ACTORS FUND OF AMERICA EIN 13-1635251 · last filed 990 for 2024
All nonprofits in NEW YORK · New York · Mutual and membership benefit