Mission
THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL AND LIFE BENEFITS TO ELIGIBLE HOURLY RETIREES IN ACCORDANCE WITH THE TERMS OF ALTRIA CLIENT SERVICES MEDICAL & LIFE BENEFITS PLAN TRUST FOR HOURLY RETIREES.
Public Charity
MEDICAL AND LIFE BENEFITS PLAN TRUST FOR HOURLY RETIREES C/O JPMORGAN CHASE BANK
Based in PLANO, TX, MEDICAL AND LIFE BENEFITS PLAN TRUST FOR HOURLY RETIREES C/O JPMORGAN CHASE BANK operates as a Public Charity. The organization reported $27.6M in revenue, $41.3M in expenses, $76.5M in total assets for fiscal year 2025.
EIN: 371874621
PLANO, TX
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$27.6M
Total Expenses$41.3M
Total Assets$76.5M
Grant Records0
Filing Years2020–2025
Where $100 goes at Medical and Life Benefits Plan Trust for Hourly Retirees C/O Jpmorgan Chase Bank
How Medical and Life Benefits Plan Trust for Hourly Retirees C/O Jpmorgan Chase Bank divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$44
Programs
the work itself
$56
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 $44 for programs
$44
Providing medical and life benefits to eligible hourly retirees
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 | $27.6M | $41.3M | $76.5M |
| 2024 | $36.7M | $58.6M | $90.1M |
| 2023 | $41.5M | $67.1M | $106.8M |
| 2022 | $44.5M | $70.5M | $124.0M |
| 2020 | $65.0M | $94.5M | $212.8M |
Between 2020 and 2025, reported annual revenue declined from $65.0M to $27.6M (-58%), with total assets most recently reported at $76.5M.
Interactive year-over-year charts and full filing details available with membership.