FIDELITY WELFARE BENEFIT PLANS VEBA TRUST
WESTLAKE,
Texas,
76262
EIN: 04-7025783
Mutual/Membership Benefit Organizations, Other
DEMOGRAPHIC
ADDRESS
ONE DESTINY WAY - V7E
76262
COUNTY
denton county, TX
IN CARE OF NAME
JULIE ROZEN
ORGANIZATIONAL OVERVIEW & RANKINGS
FIDELITY WELFARE BENEFIT PLANS VEBA TRUST is a based in WESTLAKE, TX, focused on Mutual/Membership Benefit Organizations, Other causes , specifically Insurance Providers, Services. Established in March 2009, it operates as an independent trust and contributions are not tax-deductible .
With total assets of $846,203,164.00, this ranks 1,606 among 2,656,690 nonprofits nationally (Top 1%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 111 out of 202,022 organizations in TX (Top 1%).
In denton county, TX, the organization ranks 4 out of 5,696 nonprofits by assets (Top 1%), while locally in westlake, it stands at 1 among 32 organizations (Top 1%).
The organization reported annual revenue of $156,797,025.00, ranking 3,110 nationally (Top 1%) and 173 in TX (Top 1%).
Within its specific NTEE classification (Y20 - Y: Mutual/Membership Benefit Organizations, Other), which includes 320 similar organizations, FIDELITY WELFARE BENEFIT PLANS VEBA TRUST ranks 4 in assets (Top 1%) and 10 in revenue (Top 3%).
The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
Y: Mutual/Membership Benefit Organizations, Other
NTEE CODE
Y20: Insurance Providers, Services
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2022
ACCOUNTING PERIOD
12
INCOME CODE
9: $50,000,000 to greater
INCOME AMOUNT
$156,797,025.00
FORM 990 REVENUE AMOUNT
$156,797,025.00
RULING DATE
03/2009
ASSET CODE
9: $50,000,000 to greater
ASSET AMOUNT
$846,203,164.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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