Mission
TO RECEIVE, HOLD, AND INVEST CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENEFITS AND RETIREE LIFE INSURANCE COVERAGE OFFERED BY THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.
Public Charity
TRINITY HEALTH WELFARE BENEFIT TRUST
TRINITY HEALTH WELFARE BENEFIT TRUST is a Public Charity headquartered in LIVONIA, MI. Financial data from the 2025 filing: $3.8M revenue, $4.0M expenses, $207.1M total assets.
EIN: 208151733
LIVONIA, MI
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$3.8M
Total Expenses$4.0M
Total Assets$207.1M
Grant Records0
Filing Years2021–2025
Where $100 goes at Trinity Health Welfare Benefit Trust
How Trinity Health Welfare Benefit Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$96
Programs
the work itself
$4
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 $96 for programs
$96
The trinity health corporation retiree benefit plan 506 (grandfathered) ("retiree plan") is, in part, a funded welfare benefit plan administered by trinity health corporation
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 | $3.8M | $4.0M | $207.1M |
| 2024 | $25.9M | $4.1M | $188.4M |
| 2023 | $1.8M | $4.5M | $162.9M |
| 2022 | $370K | $983K | $141.9M |
| 2021 | $613K | $1.1M | $159.6M |
Between 2021 and 2025, reported annual revenue grew from $613K to $3.8M (+521%), with total assets most recently reported at $207.1M.
Interactive year-over-year charts and full filing details available with membership.