Based in SPOKANE, WA, STATE OF MONTANA VEBA HEALTH BENEFIT TRUST operates as a Public Charity. The organization reported $4.5M in revenue, $3.2M in expenses, $22.6M in total assets for fiscal year 2025.
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE EMPLOYEES WITH HEALTH BENEFITS AS SET FORTH IN THE RELATED PLAN, WHILE THEY ARE ELIGIBLE TO RECEIVE SUCH BENEFITS, AND TO PROVIDE SUCH OTHER PERMISSIBLE PAYMENTS AS MAY BE DETERMINED FROM TIME TO TIME, AND IT IS INTENDED THAT THE BENEFITS AND PAYMENTS PROVIDED BY THE RELATED PLAN AND FUNDED THROUGH THE TRUST BE "LIFE, SICK, ACCIDENT, OR OTHER BENEFITS" AS THAT PHRASE IS DEFINED IN SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.5M | $3.2M | $22.6M |
| 2024 | $4.0M | $2.9M | $20.0M |
| 2023 | $3.4M | $3.0M | $17.7M |
| 2022 | $4.4M | $3.3M | $15.9M |
| 2021 | $6.3M | $3.3M | $17.1M |
Between 2021 and 2025, reported annual revenue declined from $6.3M to $4.5M (-30%), with total assets most recently reported at $22.6M.
Interactive year-over-year charts and full filing details available with membership.
