JENNISON ASSOCIATES LLC RETIREE HEALTH BENEFITS TRUST (EIN 300963392) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

JANICE VRDOLJAK

Phone

2124211000

Tax Period

2023-01-01 to 2023-12-31

JENNISON ASSOCIATES LLC RETIREE HEALTH BENEFITS TRUST, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $997K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $936K left a modest 6% surplus.

Mission

RETIREE MEDICAL BENEFITS PROVIDED BY THE JENNISON ASSOCIATES LLC WELFARE BENEFIT PLAN. THE ASSETS WITHIN THE TRUST WILL BE USED TO PAY HEALTH INSURANCE PREMIUMS FOR RETIREES.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $991,688

Investment Income $5,173

Other Revenue $0

TOTAL REVENUE $996,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $935,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$996,861	$916,897	+0.1%
Expenses	$935,637	$916,818	+0.0%
Net Income	$61,224	$79	+774.0%

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH MOORE	CHAIR, JENNISON ASSOCIATES	0.10	Officer Director	$0	$0	$0
WARREN KOONTZ	MEMBER, JENNISON ASSOCIATE	0.10	Director	$0	$0	$0
MICHAEL DELBALSO	MEMBER, JENNISON ASSOCIATE	0.10	Director	$0	$0	$0
N/A	TRUSTEE	5.00		$0	$0	$15,377

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	No data	No data	No data	No data
2023	$996,861	$935,637	$48,365,963	$61,224
2022	$916,897	$916,818	$43,442,176	$79
2021	$1,121,877	$963,976	$49,558,063	$157,901
2020	$1,351,677	$931,979	$45,456,268	$419,698
2019	$846,743	$1,016,018	$42,007,741	$-169,275

JENNISON ASSOCIATES LLC RETIREE HEALTH BENEFITS TRUST