STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Principal Bank - Pcs Tax Institution TRUSTEE2025 $2,312$2,312 43
Principal Financial Group Institution (former) TRUSTEE2021-2024 $2,206$8,481 52
Wells Fargo Bank N A Institution (former) TRUSTEE2020 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jp Morgan Chase Bank Na Institution (former) TRUSTEE2010-2015 1 $0 reported 1826

People by year

2025 · 1 person listed · 1 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PRINCIPAL BANK - PCS TAX Institution TRUSTEE1 $2,312$0$0 $2,31243
2024 · 1 person listed · 1 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PRINCIPAL FINANCIAL GROUP Institution TRUSTEE1 $2,206$0$0 $2,20652
2023 · 1 person listed · 1 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PRINCIPAL FINANCIAL GROUP Institution TRUSTEE1 $2,061$0$0 $2,06152
2022 · 1 person listed · 1 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PRINCIPAL FINANCIAL GROUP Institution TRUSTEE1 $2,064$0$0 $2,06452
2021 · 1 person listed · 1 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PRINCIPAL FINANCIAL GROUP Institution TRUSTEE1 $2,150$0$0 $2,15052
2020 · 1 person listed · 1 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WELLS FARGO BANK Institution TRUSTEE1 $1,943$0$0 $1,9433449
2015 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE1 $0$0$0 $01826
2014 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE1 $0$0$0 $01826
2013 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE- $0$0$0 $01826
2012 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE100 $0$0$0 $01826
2011 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE1 $0$0$0 $01826
2010 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE40 $0$0$0 $01826

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
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$1,510,085$1,044,183 $31,820,773$31,820,773 $0$0 $2,3120-
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$1,150,280$894,185 $31,360,284$31,360,284 $0$0 $2,2060-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$1,032,982$780,620 $31,108,377$31,108,377 $0$0 $2,0610-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$862,274$856,755 $30,862,735$30,862,735 $0$0 $2,0640-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$1,038,980$732,078 $30,862,758$30,862,758 $0$0 $2,1500-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$835,330$594,518 $30,556,659$30,556,659 $0$0 $1,9430-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$886,662$400,392 $25,576,095$25,576,095 $0$77,374 $00-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$932,849$660,423 $24,986,791$24,986,791 $0$47,705 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$1,076,972$1,399,943 $24,747,388$24,747,388 $0$101,404 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$883,065$246,600 $25,230,957$25,230,957 $0$174,791 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$877,611$660,704 $24,542,455$24,542,455 $0$94,531 $00-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$776,021$110,793 $24,363,381$24,363,381 $0$76,294 $3,0590-

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
FLORIDA GAS TRANSMISSION COMPANY VEBANYY43 $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 TRNYY43 $1,270,306$1,265,713 TRUSTEE$16,705 Same NTEE code Y43, revenue within 2x, same state, similar mission
NYSNA RETIREE HEALTH FUNDNYY43 $1,277,735$1,310,707 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
ROLEX WATCH USA INC RETIREE MEDICAL TRNYY43 $1,089,247$1,466,027 TRUSTEE$113,604 Same NTEE code Y43, revenue within 2x, same state, similar mission
UNITED HEALTH AND WELFARE FUNDNYY43 $1,916,641$1,759,735 INDEPENDENT FIDUCIARY$0 Same NTEE code Y43, revenue within 2x, same state
PELLA CARE BENEFITS TRNYY43 $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 FUNDNYY43 $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 FNYY43 $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 UNYY43 $2,916,317$3,331,923 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
UNITED STEELWORKERS LOCAL 625 BENEFIT TRNYY43 $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 YORKNYY43 $1,544,559$3,172,708 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
TWU LOCAL 100 NYCTA CHILD CARE FUNDNYY43 $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 IINYY43 $1,838,010$1,684,460 TRUSTEE$3,600 Same NTEE code Y43, revenue within 2x, same state
CAISO WELFARE BENEFIT PLANS TRUSTNYY43 $1,657,534$17,936 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUNDNYY43 $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 FORNYY43 $1,260,430$2,637,502 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
THREE VILLAGE TEACHERS ASSOCIATION WELFARE TRUST FUNDNYY43 $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-NYY43 $2,556,609$6,660,065 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
OPTA-OPSRP BENEFITS TRUST FUNDNYY43 $2,358,257$1,784,678 President$0 Same NTEE code Y43, revenue within 2x, same state
LALOR DENTAL LLC VOLUNTARY EMPLOYEES BENEFICIARY ASSOC TRUSTNYY43 $1,056,384$990,139 MEMBER$275,393 Same NTEE code Y43, revenue within 2x, same state
RIVERHEAD CENTRAL FACULTY ASSOCIATION BENEFIT TRUST FUNDNYY43 $1,015,725$883,533 Chairman$34,724 Same NTEE code Y43, revenue within 2x, same state
UNITED EMPLOYEE WELFARE BENEFIT TRUSTNYY43 $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 FDNYY43 $785,121$804,604 Director$44,552 Same NTEE code Y43, revenue within 2x, same state
BUFFALO POLICE BENEVOLENT ASSOCIATION INCNYY43 $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 PLANKSY43 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$11,5002 12023–2024 PRIOR LAKE-SAVAGE AREA SCHOOLS VEBA TRUST
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$10,0001 12021–2021 SAN JUAN COLLEGE RETIREE HEALTH TR
THE NEIL FAMILY FOUNDATION INC Private foundation$501 12012–2012 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
LineAs describedTotalProgramManagementFundraisingShare
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$1,044,183100%

View the filing

2024 · Form 990 · $894,185 spent · pay $2,206 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$894,185100%

View the filing

2023 · Form 990 · $780,620 spent · pay $2,061 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$780,620100%

View the filing

2022 · Form 990 · $856,755 spent · pay $2,064 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$856,755100%

View the filing

2021 · Form 990 · $732,078 spent · pay $2,150 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$732,078100%

View the filing

2020 · Form 990 · $594,518 spent · pay $1,943 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$594,518100%

View the filing

2015 · Form 990 · $400,392 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$400,392100%

View the filing

2014 · Form 990 · $660,423 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$660,423100%

View the filing

2013 · Form 990 · $1,399,943 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$1,399,943100%

View the filing

2012 · Form 990 · $246,600 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$246,600100%

View the filing

2011 · Form 990 · $660,704 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$660,704100%

View the filing

2010 · Form 990 · $110,793 spent · pay $3,059 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$110,793100%

View the filing