Mission
THE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE LIFE INSURANCE, MEDICAL, AND/OR OTHER BENEFITS FOR CERTAIN JPMORGAN CHASE RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Public Charity
JPMorgan Chase VEBA Trust for Retirees
JPMorgan Chase VEBA Trust for Retirees is a nonprofit organization categorized as Public Charity based in JERSEY CITY, NJ. Its most recent IRS filing (2024) reports revenue of $21.6M, expenses of $47.3M, total assets of $373.5M.
EIN: 300147180
JERSEY CITY, NJ
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$21.6M
Total Expenses$47.3M
Total Assets$373.5M
Grant Records0
Filing Years2020–2024
Where $100 goes at JPMorgan Chase VEBA Trust for Retirees
How JPMorgan Chase VEBA Trust for Retirees divides every $100 it spends, from its own Form 990 filings, averaged across 3 years.
$93
Programs
the work itself
$7
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 $93 for programs
$93
Payment of benefits for plan participants and their eligible dependents, and plan administrative expenses under the JPMorgan Chase VEBA Trust for Retirees
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
Jpmorgan Chase Bank Na
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $21.6M | $47.3M | $373.5M |
| 2023 | $22.4M | $50.1M | $405.1M |
| 2020 | $31.3M | $59.5M | $554.5M |
Between 2020 and 2024, reported annual revenue declined from $31.3M to $21.6M (-31%), with total assets most recently reported at $373.5M.
Interactive year-over-year charts and full filing details available with membership.