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Nonprofit · EIN 13-3093382

JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES

Tax-exempt · JERSEY CITY, NJ 07310

Financials

$2.4B$2.4B2023$2.9B$2.9B2024
Revenue Expenses · by fiscal year end
Financials of JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,864,820,791$2,883,902,380-$19,081,589$5,920,731$0$5,920,731
December 31, 2023990$2,419,485,515$2,416,674,400$2,811,115$25,002,320$0$25,002,320
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,864,306,239
Investment income
$514,552
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,774,050,599
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$2,774,050,599
Management and general (functional)
$109,851,781

Balance sheet and other

Total assets, start of year
$25,002,320
Total assets, end of year
$5,920,731
Total liabilities, end of year
$0
Net assets, end of year
$5,920,731
Gross receipts
$3,543,875,226
Employees
0
Volunteers
0
Year formed
1988
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JPMorgan Chase Bank NATrustee
Institutional trustee
40$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JPMorgan Chase Bank NATrustee
Institutional trustee
40$0

Address and contacts

Address (IRS master file)
545 WASHINGTON BLVD 12TH FL, JERSEY CITY, NJ 07310-1613
In care of
% ALEXANDER GEORGE
Principal officer (990 for 2024)
BERNADETTE J BRANOSKY, 545 WASHINGTON BLVD 12TH FL, Jersey City, NJ 07310
Signed the 990
Bernadette J Branosky, MANAGING DIRECTOR
Phone
(844) 275-5762
Return prepared by
Andersen Tax LLC

Mission

THE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE LIFE INSURANCE, MEDICAL, AND/OR OTHER BENEFITS FOR CERTAIN JPMORGAN CHASE ACTIVE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF BENEFITS FOR PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS, AND PLAN ADMINISTRATIVE EXPENSES UNDER THE JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES0

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3093382
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1988
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,920,731
Income (IRS master file)
$3,543,875,226

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,864,820,791$2,883,902,380$5,920,731XML
990December 2023$2,419,485,515$2,416,674,400$25,002,320XML
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3093382).

Questions about JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES

What is the EIN of JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES?
The employer identification number (EIN) of JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES is 13-3093382.
Is JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
Are donations to JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES?
The 990 for the year ended December 31, 2024 names BERNADETTE J BRANOSKY.
Who are the officers and directors of JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does JPMORGAN CHASE VEBA TRUST FOR ACTIVE EMPLOYEES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,864,820,791, expenses of $2,883,902,380 and total assets of $5,920,731 at year end.

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