Nonprofit · EIN 74-6528872
KPMG LLP HEALTH PLANS TR
Tax-exempt · MONTVALE, NJ 07645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $490,896,566 | $470,718,814 | $20,177,752 | $47,774,526 | $0 | $47,774,526 |
| December 31, 2023 | 990 | $455,425,979 | $442,405,438 | $13,020,541 | $27,596,774 | $0 | $27,596,774 |
| December 31, 2022 | 990 | $381,164,364 | $395,238,192 | -$14,073,828 | $14,576,233 | $0 | $14,576,233 |
| December 31, 2021 | 990 | $361,936,552 | $356,419,348 | $5,517,204 | $28,650,061 | $0 | $28,650,061 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $455,740,297
- Investment income
- $546,606
- Other revenue
- $34,609,663
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $435,048,240
- Compensation of officers, directors and key employees
- $75,822
- Salaries, compensation and benefits (total)
- $75,822
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $27,596,774
- Total assets, end of year
- $47,774,526
- Total liabilities, end of year
- $0
- Net assets, end of year
- $47,774,526
- Gross receipts
- $490,896,566
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0.01 | $75,822 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0.01 | $0 |
990 for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0.01 | $0 |
990 for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | FORMER TRUSTEE Former | 0 | $12,023 |
| STATE STREET BANK | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0.01 | $0 |
Address and contacts
- Address (IRS master file)
- 75 CHESTNUT RIDGE ROAD, MONTVALE, NJ 07645-1820
- In care of
- % THE BANK OF NEW YORK MELLON
- Principal officer (990 for 2024)
- JENNIFER LEWIS, 75 CHESTNUT RIDGE ROAD, MONTVALE, NJ 07645
- Signed the 990
- ADILSON DASILVA, AVP, STATE STREET BANK
- Phone
- (314) 244-4042
- Return prepared by
- KPMG LLP
Mission
THE VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION (VEBA) PROVIDES HEALTH AND DENTAL BENEFITS TO ELIGIBLE MEMBERS.
Program accomplishments
- PROVISION OF HEALTH AND DENTAL BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS OF KPMG, LLP.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-6528872
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $47,774,526
- Income (IRS master file)
- $490,896,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $490,896,566 | $470,718,814 | $47,774,526 | XML |
| 990 | December 2023 | $455,425,979 | $442,405,438 | $27,596,774 | XML |
| 990 | December 2022 | $381,164,364 | $395,238,192 | $14,576,233 | XML |
| 990 | December 2021 | $361,936,552 | $356,419,348 | $28,650,061 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 74-6528872).
Questions about KPMG LLP HEALTH PLANS TR
- What is the EIN of KPMG LLP HEALTH PLANS TR?
- The employer identification number (EIN) of KPMG LLP HEALTH PLANS TR is 74-6528872.
- Is KPMG LLP HEALTH PLANS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to KPMG LLP HEALTH PLANS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KPMG LLP HEALTH PLANS TR 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 KPMG LLP HEALTH PLANS TR 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 KPMG LLP HEALTH PLANS TR 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 KPMG LLP HEALTH PLANS TR?
- The 990 for the year ended December 31, 2024 names JENNIFER LEWIS.
- Who are the officers and directors of KPMG LLP HEALTH PLANS TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $75,822 (STATE STREET BANK, TRUSTEE (SEE SCHEDULE O)).
- How much revenue does KPMG LLP HEALTH PLANS TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $490,896,566, expenses of $470,718,814 and total assets of $47,774,526 at year end.
Other nonprofits in MONTVALE
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- SALOMON STERN FOUNDATION INC EIN 11-6036966 · last filed 990-PF for 2025
- MODERN ARTLIFE FOUNDATION EIN 61-1865805 · last filed 990-PF for 2024
- LIFEPREP EDUCATION SYSTEM INC EIN 83-4630644 · last filed 990 for 2024
- INVESTMENT CASTING INSTITUTE EIN 23-7087832 · last filed 990 for 2025
All nonprofits in MONTVALE · New Jersey · Mutual and membership benefit