Mission
THE PURPOSE OF THE TRUST IS TO FUND A SELF-FUNDED HEALTH INSURANCE PLAN FOR THE STAFFS OF UNITARIAN UNIVERSALIST CONGREGATIONS, THE UUA HEADQUARTERS AND FIELD STAFFS, AND OTHER ELIGIBLE PERSONS.
Public Charity
UNITARIAN UNIVERSALIST ASSOCIATION EMPLOYEE BENEFITS TRUST - VEBA
UNITARIAN UNIVERSALIST ASSOCIATION EMPLOYEE BENEFITS TRUST - VEBA is a Public Charity headquartered in BOSTON, MA. Financial data from the 2025 filing: $18.0M revenue, $19.9M expenses, $4.5M total assets.
EIN: 208079417
BOSTON, MA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$18.0M
Total Expenses$19.9M
Total Assets$4.5M
Grant Records0
Filing Years2021–2025
Officers & Directors
EXECUTIVE VP, PLAN SPONSOR
Carey Mcdonald
TRUSTEE
Chris Chepel
TRUSTEE, VP FINANCE & INVESTMENTS
David Valentine
TRUSTEE, PLAN ADMIN
Hugh Dennis
TRUSTEE
Jeannie Kelley
TRUSTEE
Jimmy Liu
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $18.0M | $19.9M | $4.5M |
| 2024 | $18.2M | $16.6M | $5.9M |
| 2023 | $15.8M | $16.2M | $4.0M |
| 2022 | $15.7M | $16.8M | $4.7M |
| 2021 | $13.7M | $15.7M | $5.9M |
Between 2021 and 2025, reported annual revenue grew from $13.7M to $18.0M (+31%), with total assets most recently reported at $4.5M.
Interactive year-over-year charts and full filing details available with membership.