Mission
TO PROVIDE LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS.
Public Charity
MASTER TRUST AGREEMENT FOR WELFARE BENEFITS
MASTER TRUST AGREEMENT FOR WELFARE BENEFITS, of SOMERVILLE, MA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $14.9M in revenue, $9.8M in expenses, $266.3M in total assets.
EIN: 043480219
SOMERVILLE, MA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$14.9M
Total Expenses$9.8M
Total Assets$266.3M
Grant Records0
Filing Years2021–2025
Where $100 goes at Master Trust Agreement for Welfare Benefits
How Master Trust Agreement for Welfare Benefits divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Funding of trust
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $14.9M | $9.8M | $266.3M |
| 2024 | $13.3M | $8.6M | $225.1M |
| 2023 | $13.5M | $9.0M | $177.3M |
| 2022 | $12.7M | $8.2M | $150.4M |
| 2021 | $11.6M | $7.7M | $169.9M |
Between 2021 and 2025, reported annual revenue grew from $11.6M to $14.9M (+29%), with total assets most recently reported at $266.3M.
Interactive year-over-year charts and full filing details available with membership.