PANHANDLE-UNION HEALTH VEBA TR
Cite this
Plain text PANHANDLE-UNION HEALTH VEBA TR. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/306090482. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). PANHANDLE-UNION HEALTH VEBA TR [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/306090482
MLA “PANHANDLE-UNION HEALTH VEBA TR.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/306090482. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $1.5M · expenses $1.0M · assets $31.8M
- EIN
- 30-6090482
- Address
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- NTEE code
- Y43
- Subsection
- 501(c)(9)
- Ruling year
- 2005
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS PAYMENT TO PROVIDE LIFE INSURANCE BENEFITS FOR UNION EMPLOYEES AND RETIREES
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Principal Bank - Pcs Tax Institution | TRUSTEE | 2025 | $2,312 | $2,312 | 43 |
| Principal Financial Group Institution (former) | TRUSTEE | 2021-2024 | $2,206 | $8,481 | 52 |
| Wells Fargo Bank N A Institution (former) | TRUSTEE | 2020 | $1,943 | $1,943 | 3449 |
Officers and directors, no compensation reported
1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jp Morgan Chase Bank Na Institution (former) | TRUSTEE | 2010-2015 | 1 | $0 reported | 1826 |
People by year
2025 · 1 person listed · 1 paid, $2K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PRINCIPAL BANK - PCS TAX Institution | TRUSTEE | 1 | $2,312 | $0 | $0 | $2,312 | 43 |
2024 · 1 person listed · 1 paid, $2K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP Institution | TRUSTEE | 1 | $2,206 | $0 | $0 | $2,206 | 52 |
2023 · 1 person listed · 1 paid, $2K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP Institution | TRUSTEE | 1 | $2,061 | $0 | $0 | $2,061 | 52 |
2022 · 1 person listed · 1 paid, $2K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP Institution | TRUSTEE | 1 | $2,064 | $0 | $0 | $2,064 | 52 |
2021 · 1 person listed · 1 paid, $2K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP Institution | TRUSTEE | 1 | $2,150 | $0 | $0 | $2,150 | 52 |
2020 · 1 person listed · 1 paid, $2K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK Institution | TRUSTEE | 1 | $1,943 | $0 | $0 | $1,943 | 3449 |
2015 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1826 |
2014 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1826 |
2013 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | - | $0 | $0 | $0 | $0 | 1826 |
2012 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 100 | $0 | $0 | $0 | $0 | 1826 |
2011 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1826 |
2010 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 40 | $0 | $0 | $0 | $0 | 1826 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $1,510,085 | $1,044,183 | $31,820,773 | $31,820,773 | $0 | $0 | $2,312 | 0 | - |
| 2024 · Form 990 | ||||||||
| $1,150,280 | $894,185 | $31,360,284 | $31,360,284 | $0 | $0 | $2,206 | 0 | - |
| 2023 · Form 990 | ||||||||
| $1,032,982 | $780,620 | $31,108,377 | $31,108,377 | $0 | $0 | $2,061 | 0 | - |
| 2022 · Form 990 | ||||||||
| $862,274 | $856,755 | $30,862,735 | $30,862,735 | $0 | $0 | $2,064 | 0 | - |
| 2021 · Form 990 | ||||||||
| $1,038,980 | $732,078 | $30,862,758 | $30,862,758 | $0 | $0 | $2,150 | 0 | - |
| 2020 · Form 990 | ||||||||
| $835,330 | $594,518 | $30,556,659 | $30,556,659 | $0 | $0 | $1,943 | 0 | - |
| 2015 · Form 990 | ||||||||
| $886,662 | $400,392 | $25,576,095 | $25,576,095 | $0 | $77,374 | $0 | 0 | - |
| 2014 · Form 990 | ||||||||
| $932,849 | $660,423 | $24,986,791 | $24,986,791 | $0 | $47,705 | $0 | 0 | - |
| 2013 · Form 990 | ||||||||
| $1,076,972 | $1,399,943 | $24,747,388 | $24,747,388 | $0 | $101,404 | $0 | 0 | - |
| 2012 · Form 990 | ||||||||
| $883,065 | $246,600 | $25,230,957 | $25,230,957 | $0 | $174,791 | $0 | 0 | - |
| 2011 · Form 990 | ||||||||
| $877,611 | $660,704 | $24,542,455 | $24,542,455 | $0 | $94,531 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $776,021 | $110,793 | $24,363,381 | $24,363,381 | $0 | $76,294 | $3,059 | 0 | - |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FLORIDA GAS TRANSMISSION COMPANY VEBA | NY | Y43 | $1,158,557 | $491,238 | TRUSTEE | $2,277 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| JENNISON ASSOCIATES LLC RETIREE HEALTH BENEFITS TR | NY | Y43 | $1,270,306 | $1,265,713 | TRUSTEE | $16,705 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| NYSNA RETIREE HEALTH FUND | NY | Y43 | $1,277,735 | $1,310,707 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ROLEX WATCH USA INC RETIREE MEDICAL TR | NY | Y43 | $1,089,247 | $1,466,027 | TRUSTEE | $113,604 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UNITED HEALTH AND WELFARE FUND | NY | Y43 | $1,916,641 | $1,759,735 | INDEPENDENT FIDUCIARY | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PELLA CARE BENEFITS TR | NY | Y43 | $1,811,674 | $1,859,110 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ASBESTOS WORKERS LOCAL 12 ABATEMENT HEALTH FUND | NY | Y43 | $2,727,133 | $2,170,718 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED FEDERATION OF TEACHERS CHILD CARE PROVIDERS HEALTH BENEFITS F | NY | Y43 | $1,032,000 | $1,026,737 | CHAIRMAN OF BOARD OF TRUST | $431,656 | Same NTEE code Y43, revenue within 2x, same state |
| NATIONAL FUEL GAS DISTRIBUTION CORP PENN DIVISION VEBA FOR C B E E U | NY | Y43 | $2,916,317 | $3,331,923 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED STEELWORKERS LOCAL 625 BENEFIT TR | NY | Y43 | $1,930,447 | $1,923,742 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NATIONAL FUEL GAS CO HLTH & WELFARE TRUST FOR SUPPLY CORP & PENN YORK | NY | Y43 | $1,544,559 | $3,172,708 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TWU LOCAL 100 NYCTA CHILD CARE FUND | NY | Y43 | $2,403,248 | $2,790,789 | Director of CCF | $177,987 | Same NTEE code Y43, revenue within 2x, same state |
| MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST II | NY | Y43 | $1,838,010 | $1,684,460 | TRUSTEE | $3,600 | Same NTEE code Y43, revenue within 2x, same state |
| CAISO WELFARE BENEFIT PLANS TRUST | NY | Y43 | $1,657,534 | $17,936 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND | NY | Y43 | $1,525,424 | $1,293,997 | TREASURER | $7,869 | Same NTEE code Y43, revenue within 2x, same state |
| NATIONAL FUEL GAS DISTRIBUTION CORP PENN DIV VOL EMP BENE ASSOC FOR | NY | Y43 | $1,260,430 | $2,637,502 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| THREE VILLAGE TEACHERS ASSOCIATION WELFARE TRUST FUND | NY | Y43 | $2,477,933 | $1,836,776 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NATIONAL FUEL GAS DISTRIBUTION CORP -NY DIV VOL EMP BEN ASSOC FOR NON- | NY | Y43 | $2,556,609 | $6,660,065 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| OPTA-OPSRP BENEFITS TRUST FUND | NY | Y43 | $2,358,257 | $1,784,678 | President | $0 | Same NTEE code Y43, revenue within 2x, same state |
| LALOR DENTAL LLC VOLUNTARY EMPLOYEES BENEFICIARY ASSOC TRUST | NY | Y43 | $1,056,384 | $990,139 | MEMBER | $275,393 | Same NTEE code Y43, revenue within 2x, same state |
| RIVERHEAD CENTRAL FACULTY ASSOCIATION BENEFIT TRUST FUND | NY | Y43 | $1,015,725 | $883,533 | Chairman | $34,724 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED EMPLOYEE WELFARE BENEFIT TRUST | NY | Y43 | $1,284,419 | $785,022 | VP, HUMAN RESOURCES | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD | NY | Y43 | $785,121 | $804,604 | Director | $44,552 | Same NTEE code Y43, revenue within 2x, same state |
| BUFFALO POLICE BENEVOLENT ASSOCIATION INC | NY | Y43 | $1,926,997 | $1,222,600 | PRESIDENT | $43,600 | Same NTEE code Y43, revenue within 2x, same state |
| THE EMPIRE DISTRICT ELECTRIC COMPANY EMPLOYEE BENEFIT PLAN | KS | Y43 | $1,177,767 | $907,809 | TRUSTEE | $17,787 | Same NTEE code Y43, revenue within 2x, similar mission |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | $11,500 | 2 | 1 | 2023–2024 | PRIOR LAKE-SAVAGE AREA SCHOOLS VEBA TRUST |
| GREATER HOUSTON COMMUNITY FOUNDATION | DAF sponsor | $10,000 | 1 | 1 | 2021–2021 | SAN JUAN COLLEGE RETIREE HEALTH TR |
| THE NEIL FAMILY FOUNDATION INC | Private foundation | $50 | 1 | 1 | 2012–2012 | BUFFALO POLICE BENEVOLENT ASSOCIATION INC |
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.
2025 · Form 990 · $1,044,183 spent · pay $2,312 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,035,875 | $1,035,875 | - | - | 99.2% | |
| Other (as described) | FOREIGN TAXES PAID | $5,996 | $5,996 | - | - | 0.6% |
| Pay: officers, directors, trustees, key employees | $2,312 | $2,312 | - | - | 0.2% | |
| Total | $1,044,183 | 100% |
2024 · Form 990 · $894,185 spent · pay $2,206 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $884,234 | $884,234 | - | - | 98.9% | |
| Other (as described) | FOREIGN TAXES PAID | $7,745 | $7,745 | - | - | 0.9% |
| Pay: officers, directors, trustees, key employees | $2,206 | $2,206 | - | - | 0.2% | |
| Total | $894,185 | 100% |
2023 · Form 990 · $780,620 spent · pay $2,061 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $770,715 | $770,715 | - | - | 98.7% | |
| Other (as described) | FOREIGN TAXES PAID | $7,844 | $7,844 | - | - | 1.0% |
| Pay: officers, directors, trustees, key employees | $2,061 | $2,061 | - | - | 0.3% | |
| Total | $780,620 | 100% |
2022 · Form 990 · $856,755 spent · pay $2,064 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $845,018 | $845,018 | - | - | 98.6% | |
| Other (as described) | FOREIGN TAXES PAID | $8,630 | $8,630 | - | - | 1.0% |
| Pay: officers, directors, trustees, key employees | $2,064 | $2,064 | - | - | 0.2% | |
| Fees: accounting | $1,043 | - | $1,043 | - | 0.1% | |
| Total | $856,755 | 100% |
2021 · Form 990 · $732,078 spent · pay $2,150 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $720,498 | $720,498 | - | - | 98.4% | |
| Other (as described) | FOREIGN TAXES PAID | $9,430 | $9,430 | - | - | 1.3% |
| Pay: officers, directors, trustees, key employees | $2,150 | $2,150 | - | - | 0.3% | |
| Total | $732,078 | 100% |
2020 · Form 990 · $594,518 spent · pay $1,943 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $584,625 | $584,625 | - | - | 98.3% | |
| Other (as described) | FOREIGN TAXES PAID | $7,504 | $7,504 | - | - | 1.3% |
| Pay: officers, directors, trustees, key employees | $1,943 | - | $1,943 | - | 0.3% | |
| Fees: accounting | $446 | $446 | - | - | 0.1% | |
| Total | $594,518 | 100% |
2015 · Form 990 · $400,392 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $390,758 | $390,758 | - | - | 97.6% | |
| All other expenses | $5,625 | $5,625 | - | - | 1.4% | |
| Fees: investment management | $3,509 | $3,509 | - | - | 0.9% | |
| Fees: accounting | $500 | $500 | - | - | 0.1% | |
| Total | $400,392 | 100% |
2014 · Form 990 · $660,423 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $652,741 | $652,741 | - | - | 98.8% | |
| All other expenses | $3,707 | $3,707 | - | - | 0.6% | |
| Fees: investment management | $3,475 | $3,475 | - | - | 0.5% | |
| Fees: accounting | $500 | $500 | - | - | 0.1% | |
| Total | $660,423 | 100% |
2013 · Form 990 · $1,399,943 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,386,689 | $1,386,689 | - | - | 99.1% | |
| Fees: accounting | $5,984 | $5,984 | - | - | 0.4% | |
| All other expenses | $3,851 | $3,851 | - | - | 0.3% | |
| Fees: investment management | $3,419 | $3,419 | - | - | 0.2% | |
| Total | $1,399,943 | 100% |
2012 · Form 990 · $246,600 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $238,260 | $238,260 | - | - | 96.6% | |
| All other expenses | $3,853 | - | $3,853 | - | 1.6% | |
| Fees: investment management | $3,237 | - | $3,237 | - | 1.3% | |
| Fees: accounting | $1,250 | - | $1,250 | - | 0.5% | |
| Total | $246,600 | 100% |
2011 · Form 990 · $660,704 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $648,382 | $648,382 | - | - | 98.1% | |
| Fees: accounting | $9,066 | - | $9,066 | - | 1.4% | |
| Fees: management | $3,256 | - | $3,256 | - | 0.5% | |
| Total | $660,704 | 100% |
2010 · Form 990 · $110,793 spent · pay $3,059 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $101,121 | $101,121 | - | - | 91.3% | |
| Fees: accounting | $6,613 | - | $6,613 | - | 6.0% | |
| Pay: officers, directors, trustees, key employees | $3,059 | - | $3,059 | - | 2.8% | |
| Total | $110,793 | 100% |