Mission
TO PAY HEALTH AND WELFARE CLAIMS AND EXPENSES FOR RETIREES AND DEPENDENTS
Public Charity
Roche Retiree Welfare Benefit Trust
Based in Little Falls, NJ, Roche Retiree Welfare Benefit Trust operates as a Public Charity. The organization reported $62.1M in revenue, $62.8M in expenses, $381.5M in total assets for fiscal year 2024.
EIN: 223078723
Little Falls, NJ
Latest filing: 2024
Total Revenue$62.1M
Total Expenses$62.8M
Total Assets$381.5M
Grant Records0
Filing Years2020–2024
Where $100 goes at Roche Retiree Welfare Benefit Trust
How Roche Retiree Welfare Benefit Trust divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$55
Programs
the work itself
$45
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 $55 for programs
$54
Roche Post Employment Healthcare Plan
$1
Retiree Life Plan
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
Secretary
Alayne Gatti
Trustee
State Street Bank
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $62.1M | $62.8M | $381.5M |
| 2023 | $64.3M | $56.5M | $356.5M |
| 2022 | $71.3M | $54.1M | $304.1M |
| 2021 | $28.6M | $56.6M | $377.7M |
| 2020 | $22.1M | $64.2M | $372.4M |
Between 2020 and 2024, reported annual revenue grew from $22.1M to $62.1M (+181%), with total assets most recently reported at $381.5M.
Interactive year-over-year charts and full filing details available with membership.