Public Charity

The Western and Southern Life Insurance Company VEBA Trust

Based in Cincinnati, OH, The Western and Southern Life Insurance Company VEBA Trust operates as a Public Charity. The organization reported $55.6M in revenue, $57.6M in expenses, $9.0M in total assets for fiscal year 2024.

EIN: 311226926 Cincinnati, OH Latest filing: 2024
Total Revenue$55.6M
Total Expenses$57.6M
Total Assets$9.0M
Grant Records0
Filing Years2020–2024

Mission

THE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION PROVIDES LIFE, MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS TO MEMBERS AND QUALIFIED DEPENDENTS.

Where $100 goes at The Western and Southern Life Insurance Company VEBA Trust

How The Western and Southern Life Insurance Company VEBA Trust divides every $100 it spends, from its own Form 990 filings, averaged across 5 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

$100
Program Services consisted of providing life, medical, dental, and disability benefits to members and eligible dependents
All program spending
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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 Donald J Wuebbling
Trustee James N Clark
Trustee John F Barrett
Trustee Stephen G Hussey Jr

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $55.6M $57.6M $9.0M
2023 $60.1M $61.6M $10.9M
2022 $62.7M $60.0M $10.3M
2021 $57.5M $58.5M $9.8M
2020 $58.1M $58.8M $9.8M

Between 2020 and 2024, reported annual revenue declined from $58.1M to $55.6M (-4%), with total assets most recently reported at $9.0M.

Interactive year-over-year charts and full filing details available with membership.

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