Mission
DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
Public Charity
DELTA ACCOUNT-BASED MEDICAL TRUST
Based in ATLANTA, GA, DELTA ACCOUNT-BASED MEDICAL TRUST operates as a Public Charity. The organization reported $1.3B in revenue, $1.3B in expenses, $45.1M in total assets for fiscal year 2025.
EIN: 753261600
ATLANTA, GA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$1.3B
Total Expenses$1.3B
Total Assets$45.1M
Grant Records0
Filing Years2021–2025
Where $100 goes at Delta Account-Based Medical Trust
How Delta Account-Based Medical Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 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
Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs
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.
Officers & Directors
MEMBER, INVESTMENT COMMITTEE (AS OF 2/25)
Eric Phillips
MEMBER, INVESTMENT COMMITTEE (THRU 9/24)
Garrett Chase
MEMBER, INVESTMENT COMMITTEE
Heather Tardif
MEMBER, ADMIN COMMITTEE
Janet Brunk
MEMBER, ADMIN SUBCOMMITTEE
Jennifer Shay
TRUSTEE
Jp Morgan Chase
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.3B | $1.3B | $45.1M |
| 2024 | $1.2B | $1.2B | $54.3M |
| 2023 | $1.1B | $1.1B | $62.0M |
| 2022 | $1.0B | $1.0B | $62.9M |
| 2021 | $922.7M | $975.4M | $64.4M |
Between 2021 and 2025, reported annual revenue grew from $922.7M to $1.3B (+41%), with total assets most recently reported at $45.1M.
Interactive year-over-year charts and full filing details available with membership.