Mission
PROVISION OF MEDICAL BENEFITS FOR PLAN PARTICIPANTS.
Public Charity
PHILLIPS AND JORDAN INCORPORATED VOLUNTARY EMPLOYEE BENEFITS TRUST
PHILLIPS AND JORDAN INCORPORATED VOLUNTARY EMPLOYEE BENEFITS TRUST is a Public Charity headquartered in KNOXVILLE, TN. Financial data from the 2024 filing: $13.1M revenue, $13.9M expenses, $139K total assets.
EIN: 207142554
KNOXVILLE, TN
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$13.1M
Total Expenses$13.9M
Total Assets$139K
Grant Records0
Filing Years2019–2024
Where $100 goes at Phillips and Jordan Incorporated Voluntary Employee Benefits Trust
How Phillips and Jordan Incorporated Voluntary Employee Benefits Trust divides every $100 it spends, from its own Form 990 filings, averaged across 7 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
$69
Provision of comprehensive healthcare coverage for plan participants
$31
Reinsurance and various outside insurance premiums to benefit participants
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
Jason Garner
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $13.1M | $13.9M | $139K |
| 2023 | $12.8M | $12.5M | $1.0M |
| 2022 | $11.9M | $12.0M | $689K |
| 2020 | $10.6M | $10.9M | $542K |
| 2019 | $9.9M | $9.9M | $759K |
Between 2019 and 2024, reported annual revenue grew from $9.9M to $13.1M (+32%), with total assets most recently reported at $139K.
Interactive year-over-year charts and full filing details available with membership.