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EIN 04-7025783

Fidelity Welfare Benefit Plans VEBA Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Westlake
State
Texas
Year formed
2007
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Fidelity Welfare Benefit Plans Veba Trust serves as fraternal beneficiary societies and voluntary employees associations. It is situated in Westlake, TX and generated total revenues of $20,493,745 last year.
Total revenues
$156,797,025
2022
Total expenses
$19,202,016
2022
Total assets
$846,203,164
2022
Num. employees
0
2022

Program areas at Fidelity Welfare Benefit Plans VEBA Trust

Health benefits for retired employees.

Personnel at Fidelity Welfare Benefit Plans VEBA Trust

NameTitleCompensation
Roger StilesTrustee$0

Financials for Fidelity Welfare Benefit Plans VEBA Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$145,428,536
Investment income and dividends$21,977,226
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-10,667,791
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$59,054
Total revenues$156,797,025

Form 990s for Fidelity Welfare Benefit Plans VEBA Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-11-15990View PDF
2020-122021-11-12990View PDF
2019-122021-12-21990OView PDF
2018-122020-06-10990OView PDF
...and 10 more Form 990s
Data update history
December 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 23, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 26, 2023
Posted financials
Added Form 990 for fiscal year 2020
May 30, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
1 Destiny Way - V7e
Westlake, TX 76262
Metro area
Dallas-Fort Worth-Arlington, TX
Phone
(617) 563-1428
IRS details
EIN
04-7025783
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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