STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST

Cite this

Plain text UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/204391011. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/204391011

MLA “UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/204391011. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $3.4M · expenses $1.3M · assets $24.1M

Also known as
BENEFIT TRUST
EIN
20-4391011
Address
6 LIBERTY LN W, HAMPTON, NH 03842-1720
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2006
Cross-check
ProPublica Nonprofit Explorer

Mission

TO FUND HEALTH AND WELFARE BENEFIT EXPENSES

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Sei Private Trust Company Institution INSTITUTIONA2010-2024 $84,001$678,411 9

People by year

2024 · 1 person listed · 1 paid, $84K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $62,562$21,439$0 $84,0019
2023 · 1 person listed · 1 paid, $76K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $54,752$20,972$0 $75,7249
2022 · 1 person listed · 1 paid, $57K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $31,285$25,534$0 $56,8199
2021 · 1 person listed · 1 paid, $51K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $20,815$30,323$0 $51,1389
2020 · 1 person listed · 1 paid, $57K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $21,631$34,890$0 $56,5219
2019 · 1 person listed · 1 paid, $51K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $18,452$33,023$0 $51,4759
2018 · 1 person listed · 1 paid, $50K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONA5 $16,834$32,855$0 $49,6899
2017 · 1 person listed · 1 paid, $43K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONAL TRUSTEE5 $14,765$27,931$0 $42,6969
2016 · 1 person listed · 1 paid, $38K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONAL TRUSTEE5 $14,002$24,193$0 $38,1959
2015 · 1 person listed · 1 paid, $36K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONAL TRUSTEE5 $12,711$23,189$0 $35,9009
2014 · 1 person listed · 1 paid, $32K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONAL TRUSTEE5 $11,469$20,402$0 $31,8719
2013 · 1 person listed · 1 paid, $24K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution INSTITUTIONAL TRUSTEE5 $5,201$18,302$0 $23,5039
2012 · 1 person listed · 1 paid, $23K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution TRUSTEE5 $5,959$17,522$0 $23,4819
2011 · 1 person listed · 1 paid, $32K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution TRUSTEE5 $10,570$21,897$0 $32,4679
2010 · 1 person listed · 1 paid, $25K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEI PRIVATE TRUST COMPANY Institution TRUSTEE5 $7,114$17,817$0 $24,9319

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$3,354,741$1,307,933 $24,088,884$24,088,884 $0$616,601 $62,5620-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$3,984,652$1,510,238 $22,042,076$22,042,076 $0$956,717 $54,7520-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$8,630,287$1,731,379 $19,567,662$19,567,662 $0$10,498,044 $31,2850-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$7,786,941$1,351,827 $12,682,946$12,668,754 $0$7,014,505 $20,8150-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$2,707,919$1,260,139 $6,309,756$6,233,640 $0$1,946,633 $21,6310-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$2,452,561$1,315,578 $4,913,684$4,785,860 $0$1,762,936 $18,4520-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$1,618,313$1,294,931 $3,648,877$3,648,877 $0$1,740,522 $16,8340-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$1,810,239$1,257,442 $3,325,495$3,325,495 $0$1,472,184 $14,76500
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,600,012$1,405,698 $2,772,698$2,772,698 $0$1,430,856 $14,00200
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$1,572,976$1,302,084 $2,578,384$2,578,384 $0$1,447,956 $12,71100
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$1,443,495$1,233,704 $2,307,492$2,307,492 $0$1,312,520 $11,46900
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$2,220,256$952,924 $2,097,701$2,097,701 $0$2,035,289 $5,20100
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$1,036,033$1,152,309 $854,799$789,051 $0$922,488 $5,95900
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$109,018$811,511 $940,880$905,327 $0$5,619 $10,57000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$1,398,051$745,643 $1,626,472$1,607,820 $0$1,238,000 $7,11400

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNITIL NON-UNION VOLUNTARY EMPLOYEE BENEFIT TRUSTNHY43 $2,120,583$1,478,826 INSTITUTIONA$84,001 Same NTEE code Y43, revenue within 2x, same state, similar mission
EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUSTCAY43 $6,628,674$6,591,995 Trustee$0 Same NTEE code Y43, revenue within 2x, similar mission
CLEAT BENEFIT TRUSTTXY43 $3,894,061$3,715,584 MANAGING TRUSTEE$164,405 Same NTEE code Y43, revenue within 2x, similar mission
METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUSTOHY43 $5,366,828$11,373,093 TRUSTEE$29,519 Same NTEE code Y43, revenue within 2x, similar name
SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNIONWIY43 $1,969,063$1,162,302 TRUSTEE$7,500 Same NTEE code Y43, revenue within 2x, similar name
SRC OF LEXINGTON EMPLOYEE BENEFITS TRKYY43 $3,363,884$3,374,736 PLAN ADMINIS$0 Same NTEE code Y43, revenue within 2x, similar mission
MINNESOTA CREDIT UNION EMPLOYEE BENEFITS PLAN TRMNY43 $6,311,269$6,311,269 CHAIR$0 Same NTEE code Y43, revenue within 2x
TITAN TIRE CORPORATION VOLUNTARY RETIREE BENEFIT TRUSTPAY43 $2,851,798$3,202,686 COMM. MEMBER$0 Same NTEE code Y43, revenue within 2x, similar name
THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TRVAY43 $5,580,872$12,153,202 TRUSTEE$14,312 Same NTEE code Y43, revenue within 2x, similar mission
EMPLOYEE BENEFIT TRUST FOR EMPLOYEES OF LIFE INCNCY43 $1,769,597$1,586,935 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
GENERAL DYNAMICS CORP COMMERCIAL VEBA FOR REPRESENTED EMPLOYEESVAY43 $4,476,792$2,407,029 TRUSTEE$36,887 Same NTEE code Y43, revenue within 2x, similar mission
ESCH GROUP VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRARY43 $1,738,764$1,508,693 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar name
GENERAL DYNAMICS IS & T POSTRETIREM LIFE INSURANCE BENEFITS TRVAY43 $3,373,511$705,745 TRUSTEE$17,907 Same NTEE code Y43, revenue within 2x, similar mission
ARCTIC SLOPE REGIONAL CORPORATION EMPLOYEE BENEFIT TRUSTTXY43 $4,925,199$5,431,561 TRUSTEE$10,375 Same NTEE code Y43, revenue within 2x
METROPOLITAN COUNCIL VOLUNTARY EMPLOYEES BENEFIT ASSOCIATION TRMNY43 $5,035,466$3,517,451 INSTITUTIONAL TRUSTEE$1,520 Same NTEE code Y43, revenue within 2x, similar name
CLOROX COMPANY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATIONCAY43 $2,113,104$2,913,589 The Clorox Company (VEBA Sponsor)$5,408,275 Same NTEE code Y43, revenue within 2x
AK STEEL CORPORATION VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIAITONPAY43 $2,725,738$169,396 TRUSTEE (See Schedule O)$7,500 Same NTEE code Y43, revenue within 2x
BLUE LAKE RANCHERIA EMPLOYEE BENEFITS TRCAY43 $2,370,391$2,292,384 CHAIR$0 Same NTEE code Y43, revenue within 2x
MONETA GROUP EMPLOYEE BENEFIT PLAN TRMOY43 $6,335,077$5,829,149 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
WASHINGTON RETAIL HEALTH TRUSTWAY43 $5,984,828$5,952,137 ADMINISTRATOR$275,677 Same NTEE code Y43, revenue within 2x, similar mission
GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TRPAY43 $3,499,015$1,407,245 TRUSTEE$4,000 Same NTEE code Y43, revenue within 2x, similar mission
M&I RETIREE HEALTH BENEFITS TRUSTWIY43 $4,012,474$5,478,925 Trustee$0 Same NTEE code Y43, revenue within 2x
ALTON IBEW-NECA HEALTH & WELFARE PLMOY43 $6,497,581$5,742,110 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
THE K COMPANY HRA VEBA TRUSTOHY43 $2,536,854$96,182 TRUSTEE$359,633 Same NTEE code Y43, revenue within 2x, similar mission
ECW HEALTH BENEFIT TRUST & PLAN ELECTRIC COALITION OF WISCONSINWIY43 $5,895,986$6,157,903 DIRECTOR$0 Same NTEE code Y43, revenue within 2x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,307,933 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,220,201$1,220,201-- 93.3%
Fees: investment management $55,883$55,883-- 4.3%
Fees: management $16,313$16,313-- 1.2%
Fees: accounting $8,126$8,126-- 0.6%
Fees: other services $6,679$6,679-- 0.5%
Fees: legal $731$731-- 0.1%
Total$1,307,933100%

View the filing

2023 · Form 990 · $1,510,238 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,422,856$1,422,856-- 94.2%
Fees: investment management $49,240$49,240-- 3.3%
Fees: accounting $19,245$19,245-- 1.3%
Fees: management $13,386$13,386-- 0.9%
Fees: other services $5,511$5,511-- 0.4%
Total$1,510,238100%

View the filing

2022 · Form 990 · $1,731,379 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,609,801$1,609,801-- 93.0%
Fees: management $73,747$73,747-- 4.3%
Fees: investment management $28,138$28,138-- 1.6%
Fees: accounting $16,546$16,546-- 1.0%
Fees: other services $3,147$3,147-- 0.2%
Total$1,731,379100%

View the filing

2021 · Form 990 · $1,351,827 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,274,242$1,274,242-- 94.3%
Fees: management $47,088$47,088-- 3.5%
Fees: investment management $18,312$18,312-- 1.4%
Fees: accounting $9,682$9,682-- 0.7%
Fees: other services $2,503$2,503-- 0.2%
Total$1,351,827100%

View the filing

2020 · Form 990 · $1,260,139 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,174,901$1,174,901-- 93.2%
Fees: management $56,496$56,496-- 4.5%
Fees: investment management $19,272$19,272-- 1.5%
Fees: accounting $5,400$5,400-- 0.4%
Fees: other services $4,070$4,070-- 0.3%
Total$1,260,139100%

View the filing

2019 · Form 990 · $1,315,578 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,230,833$1,230,833-- 93.6%
Fees: management $56,718$56,718-- 4.3%
Fees: investment management $16,550$16,550-- 1.3%
Fees: accounting $9,575$9,575-- 0.7%
Fees: other services $1,902$1,902-- 0.1%
Total$1,315,578100%

View the filing

2018 · Form 990 · $1,294,931 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,163,559$1,163,559-- 89.9%
Fees: management $103,284$103,284-- 8.0%
Fees: investment management $15,206$15,206-- 1.2%
Fees: accounting $10,850$10,850-- 0.8%
Fees: other services $2,032$2,032-- 0.2%
Total$1,294,931100%

View the filing

2017 · Form 990 · $1,257,442 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,167,535$1,167,535-- 92.9%
Fees: management $63,017$63,017-- 5.0%
Fees: investment management $13,398$13,398-- 1.1%
Fees: accounting $12,125$12,125-- 1.0%
Fees: other services $1,367$1,367-- 0.1%
Total$1,257,442100%

View the filing

2016 · Form 990 · $1,405,698 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,258,101$1,258,101-- 89.5%
Fees: management $94,782$94,782-- 6.7%
Other (as described)TRANSFER TO NONUNION VE $30,000$30,000-- 2.1%
Fees: investment management $12,763$12,763-- 0.9%
Fees: accounting $8,813$8,813-- 0.6%
Fees: other services $1,239$1,239-- 0.1%
Total$1,405,698100%

View the filing

2015 · Form 990 · $1,302,084 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,079,612$1,079,612-- 82.9%
Other (as described)NET DEPRECIATION IN FAI $127,911$127,911-- 9.8%
Fees: management $71,424$71,424-- 5.5%
Fees: investment management $11,692$11,692-- 0.9%
Fees: accounting $10,426$10,426-- 0.8%
Fees: other services $1,019$1,019-- 0.1%
Total$1,302,084100%

View the filing

2014 · Form 990 · $1,233,704 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,123,726$1,123,726-- 91.1%
Fees: management $56,657$56,657-- 4.6%
Other (as described)NET DEPRECIATION IN FAI $22,547$22,547-- 1.8%
Fees: investment management $10,596$10,596-- 0.9%
Fees: accounting $9,832$9,832-- 0.8%
Other (as described)TRANSFER TO NONUNION VE $9,473$9,473-- 0.8%
Fees: other services $873$873-- 0.1%
Total$1,233,704100%

View the filing

2013 · Form 990 · $952,924 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $867,748$867,748-- 91.1%
Fees: management $65,483$65,483-- 6.9%
Fees: accounting $14,493$14,493-- 1.5%
Fees: investment management $4,808$4,808-- 0.5%
Fees: other services $392$392-- 0.0%
Total$952,924100%

View the filing

2012 · Form 990 · $1,152,309 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,129,497--- 98.0%
Fees: accounting $16,853--- 1.5%
Fees: investment management $5,517--- 0.5%
Fees: other services $442--- 0.0%
Total$1,152,309100%

View the filing

2011 · Form 990 · $811,511 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $790,917--- 97.5%
Fees: accounting $10,224--- 1.3%
Fees: investment management $9,610--- 1.2%
Fees: other services $760--- 0.1%
Total$811,511100%

View the filing

2010 · Form 990 · $745,643 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $725,556--- 97.3%
Fees: accounting $12,973--- 1.7%
Fees: investment management $6,611--- 0.9%
Fees: other services $503--- 0.1%
Total$745,643100%

View the filing