Nonprofit · EIN 58-2046334
UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR
Tax-exempt · ATLANTA, GA 30328
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $235,010,508 | $243,905,868 | -$8,895,360 | -$1,340,894 | $0 | -$1,340,894 |
| December 31, 2023 | 990 | $254,549,996 | $250,788,612 | $3,761,384 | $7,892,602 | $0 | $7,892,602 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $234,883,676
- Investment income
- $126,832
- Net gain from sales of assets
- $211
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $224,721,527
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $224,721,527
- Management and general (functional)
- $19,184,341
Balance sheet and other
- Total assets, start of year
- $7,892,602
- Total assets, end of year
- -$1,340,894
- Total liabilities, end of year
- $0
- Net assets, end of year
- -$1,340,894
- Gross receipts
- $235,010,508
- Employees
- 0
- Year formed
- 1992
- State of legal domicile
- GA
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| David Carroll | Admin. Committee Member Trustee or director | 0 | $0 | $974,929 | $36,329 |
| Angelea Vasell | Admin. Committee Member Trustee or director | 0 | $0 | $432,581 | $19,832 |
| Barbara Dorfman | Admin. Committee Member Trustee or director | 0 | $0 | $379,043 | $30,292 |
| William Lyons | Fmr Admin. Committee Member Former | 0 | $0 | $316,118 | $32,328 |
| David Kim | Fmr Admin. Committee Member Former | 0 | $0 | $298,681 | $18,706 |
| Malika Terry | Fmr Admin. Committee Member Former | 0 | $0 | $275,786 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Malika Terry | Fmr Admin. Committee Member Former | 0 | $0 | $953,481 | $6,533 |
| David Carroll | Admin. Committee Member Trustee or director | 0 | $0 | $551,526 | $24,174 |
| Barbara Dorfman | Admin. Committee Member Trustee or director | 0 | $0 | $474,819 | $26,840 |
| Angelea Vasell | Admin. Committee Member Trustee or director | 0 | $0 | $380,591 | $18,090 |
| William Lyons | Fmr Admin. Committee Member Former | 0 | $0 | $327,842 | $27,533 |
| David Kim | Fmr Admin. Committee Member Former | 0 | $0 | $325,920 | $15,363 |
Address and contacts
- Address (IRS master file)
- 55 GLENLAKE PKWY, ATLANTA, GA 30328-3474
- In care of
- % ANGELEA VASELL
- Principal officer (990 for 2024)
- Barbara Dorfman, 55 Glenlake Parkway NE, Atlanta, GA 30328
- Signed the 990
- Barbara Dorfman, Admin Committee
- Phone
- (404) 828-6093
Mission
THE VEBA TRUST HOLDS THE ASSETS AND CONTROLS THE PAYMENT FUNCTIONS FOR SEVERAL COLLECTIVELY BARGAINED HEALTH AND WELFARE PLANS. THESE PLANS PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO COVERED EMPLOYEES OF UNITED PARCEL SERVICE, INC. AND SUBSIDIARIES INCLUDING THEIR DEPENDENTS.
Program accomplishments
- NONE
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 | Not 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
- 58-2046334
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,340,894
- Income (IRS master file)
- $235,010,508
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $235,010,508 | $243,905,868 | -$1,340,894 | XML |
| 990 | December 2023 | $254,549,996 | $250,788,612 | $7,892,602 | XML |
| 990 | December 2022 | $244,624,459 | $244,173,100 | $3,831,389 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 58-2046334).
Questions about UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR
- What is the EIN of UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR?
- The employer identification number (EIN) of UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR is 58-2046334.
- Is UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR 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 UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR?
- The 990 for the year ended December 31, 2024 names Barbara Dorfman.
- Who are the officers and directors of UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $235,010,508, expenses of $243,905,868 and total assets of -$1,340,894 at year end.
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