Mission
HEALTH BENEFITS FOR RETIRED EMPLOYEES.
Public Charity
FIDELITY WELFARE BENEFIT PLANS VEBA TRUST
FIDELITY WELFARE BENEFIT PLANS VEBA TRUST is a Public Charity headquartered in WESTLAKE, TX. Financial data from the 2024 filing: $42.7M revenue, $31.9M expenses, $953.6M total assets.
EIN: 047025783
WESTLAKE, TX
Insurance Providers
NTEE: Y20
Latest filing: 2024
Total Revenue$42.7M
Total Expenses$31.9M
Total Assets$953.6M
Grant Records0
Filing Years2020–2024
Where $100 goes at Fidelity Welfare Benefit Plans Veba Trust
How Fidelity Welfare Benefit Plans Veba Trust divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.
$27
Programs
the work itself
$73
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 $27 for programs
$27
Health benefits for retired employees
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Roger Stiles
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $42.7M | $31.9M | $953.6M |
| 2023 | $20.1M | $22.7M | $894.5M |
| 2022 | $156.8M | $19.2M | $846.2M |
| 2020 | $20.5M | $18.5M | $731.7M |
Between 2020 and 2024, reported annual revenue grew from $20.5M to $42.7M (+108%), with total assets most recently reported at $953.6M.
Interactive year-over-year charts and full filing details available with membership.