MARSH & MCLENNAN COMPANIES EE FUNDED WELFARE BENEFITS TRUST

EIN: 133202585

NEW YORK, NY

Total Revenue
$5,761,414
Total Expenses
$1,681,180
Total Assets
$23,945,007
Net Assets
$13,059,945
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
NY
Principal Officer
GIA UYEN LE
Phone
2123455000
Tax Period
2024-01-01 to 2024-12-31

MARSH & MCLENNAN COMPANIES EE FUNDED WELFARE BENEFITS TRUST, founded in 1986, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 71% operating margin.

Mission

PROVIDE INSURANCE BENEFITS PROGRAMS FOR EMPLOYEES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,283,374
Investment Income $3,478,040
Other Revenue $0
TOTAL REVENUE $5,761,414

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $1,681,180

Year-over-Year Comparison

2024 2023 Change
Revenue $5,761,414 $4,238,662 +0.4%
Expenses $1,681,180 $1,829,133 -0.1%
Net Income $4,080,234 $2,409,529 +0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 0.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $5,761,414 $1,681,180 $23,945,007 $4,080,234
2023 $4,238,662 $1,829,133 $22,328,584 $2,409,529
2022 $4,673,741 $1,842,478 $20,818,883 $2,831,263
2021 $3,219,723 $2,103,216 $22,626,466 $1,116,507
2020 $3,217,382 $2,139,025 $23,408,111 $1,078,357
2019 $3,330,969 $2,321,562 $23,429,027 $1,009,407
2018 $3,129,677 $2,341,535 $20,895,668 $788,142
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