EIN 23-2817834

Veba for Represented Employees of Aqua Pennsylvania

Name: Veba for Represented Employees of Aqua Pennsylvania financials for 2023
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Programs|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(9)

Num. employees

City

Bryn Mawr

State

Pennsylvania

Year formed

1996

Most recent tax filings

2023-12-01

NTEE code, primary

Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations

Description

Retiree and Surv Depend Med and Life Insur Plan for Local 473 Employees of Phila provides comprehensive medical and life insurance benefits to retired employees and their surviving dependents who were part of the Philadelphia Suburban Division of Aqua Pennsylvania, in Bryn Mawr, PA. Its mission is to support the well-being of its members by offering reliable and affordable healthcare options.

Also known as...

Retiree and Surv Depend Med and Life Insur Plan for Local 473 Employees of Phila; Retiree Surviving Dep Med Life Insurance for Local 473 Employees of Aqua Pa; Retiree and Surviving Dependent Med Life Ins Plan-Local 32bj Aqua Pa; Retiree and Surviving Dependent Medical and Life Insurance Plan Fo; Retiree Surviving Dependent Med Life Ins Plan Local 32bj Employees; Retiree Surviving Dep Med Life Ins Local 473 Emp A; Emp Phila Sub Div of Aqua Pa Trust

Total revenues

$153,792

2023

Total expenses

$1,239,812

2023

Total assets

$35,263,256

2023

Num. employees

2023

Program areas at Veba for Represented Employees of Aqua Pennsylvania

To provide retiree and surviving dependents medical & life insurance benefits for local 473 Employees of the philadelphia suburban division of Aqua Pennsylvania.

Personnel at Veba for Represented Employees of Aqua Pennsylvania

Name	Title	Compensation	Date of data
Christopher Franklin	Chairman and Chief Executive Officer	$0	2022-12-31
Richard Fox	Executive Vice President , Chief Operating Officer	$0	2022-12-31
Daniel Schuller	Executive Vice President , Chief Financial Officer	$0	2022-12-31
Christina Kelly	Senior Vice President , Chief Human Resources Officer	$0	2022-12-31
Christopher Luning	Executive Vice President , Counsel , Secretary	$0	2022-12-31
...and 2 more key personnel

Financials for Veba for Represented Employees of Aqua Pennsylvania

Revenues	FYE 12/2023	FYE 12/2022	% Change
Total grants, contributions, etc.	$0	$0	-
Program services	$0	$0	-
Investment income and dividends	$148,864	$20,276	634.2%
Tax-exempt bond proceeds	$0	$0	-
Royalty revenue	$0	$0	-
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$4,928	$914,628	-99.5%
Net income from fundraising events	$0	$0	-
Net income from gaming activities	$0	$0	-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$153,792	$934,904	-83.5%

Form 990s for Veba for Represented Employees of Aqua Pennsylvania

Fiscal year ending	Date received by IRS	Form	PDF link
2023-12	2024-11-14	990	View PDF
2022-12	2023-11-15	990	View PDF
2021-12	2022-11-15	990	View PDF
2020-12	2021-12-22	990	View PDF
2019-12	2021-06-08	990	View PDF
...and 10 more Form 990s

Organizations like Veba for Represented Employees of Aqua Pennsylvania

Organization	Type	Location	Revenue
The First National Bank and Trust Company of Miami Employees' Beneficiary Association Oc Trust	501(c)(9)	Miami, OK	$619,275
Sheet Metal Workers Local No 4 Vacation Fund	501(c)(9)	Goodlettsville, TN	$315,466
Westchester County Correction Offcr Benevolent Association	501(c)(9)	White Plains, NY	$369,731
Sheet Metal Workers' International Association Office Employees Retiree Health Fund	501(c)(9)	Washington, DC	$272,453
Teamsters Local Union No 952 Health and Welfare Trust	501(c)(9)	Pleasanton, CA	$612,745
Local 237 Teamsters Brentwood School District H&W Trust Fund	501(c)(9)	New York, NY	$455,139
Hy-Line Voluntary Employee Beneficiary Association Plan and Trust	501(c)(9)	West Des Moines, IA	$139,351
Teamsters Local 610 Prescripticare Trust	501(c)(9)	Maryland Heights, MO	$74,159
Plumbers and Steamfitters Local 150 Vacation Fund	501(c)(9)	Goodlettsville, TN	$500,700
Exeter Health Resources Inc Short Term Disability Trust	501(c)(9)	Exeter, NH	$686,843

Data update history

December 28, 2023

Posted financials

Added Form 990 for fiscal year 2022

December 27, 2023

Updated personnel

Identified 3 new personnel

November 25, 2023

Posted financials

Added Form 990 for fiscal year 2021

June 29, 2023

Posted financials

Added Form 990 for fiscal year 2020

October 4, 2021

Posted financials

Added Form 990 for fiscal year 2019

Nonprofit Types

Fraternal societiesMutual assistance organizations

Issues

Human servicesJobs and employment

Characteristics

State / local levelNo full-time employees

General information

Address: 762 W Lancaster Ave; Bryn Mawr, PA 19010
Metro area: Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County: Montgomery County, PA
Phone: (610) 645-4202

IRS details

EIN: 23-2817834
Fiscal year end: December
Taxreturn type: Form 990
Year formed: 1996
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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Veba for Represented Employees of Aqua Pennsylvania

Program areas at Veba for Represented Employees of Aqua Pennsylvania

Personnel at Veba for Represented Employees of Aqua Pennsylvania

Financials for Veba for Represented Employees of Aqua Pennsylvania

Form 990s for Veba for Represented Employees of Aqua Pennsylvania

Organizations like Veba for Represented Employees of Aqua Pennsylvania

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