Status and standing
Is it real, and can you give to it?
Financial health
Is it on solid ground?
Summary of the Filing
| FY2020 | $690.6M |
|---|---|
| FY2021 | $787.1M |
| FY2022 | $688.8M |
| FY2023 | $747.1M |
| FY2024 | $840.9M |
| FY2020 | $6.9M |
|---|---|
| FY2021 | $8.1M |
| FY2022 | $23.6M |
| FY2023 | $21.8M |
| FY2024 | $71.4M |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Revenue growth | 70% | — | — |
| Investment management fee ratio | 0.2% | — | — |
| Legal fee ratio | 0.06% | — | — |
| Accounting fee ratio | 0.1% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 1 named individual · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| The Bank of New York Mellon | $279,424 | $215,459 | $300,692 | $355,984 | $162,663 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Governance & Policies
- 1Voting board membersPt VI · Ln 1a
- –Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aNo
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aNo
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Distributes payments to organizations providing welfare benefits to participants.
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Where the work happens
Benefits paid to members
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Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2024 Latest Viewing | $76.7M | $28.0M | +70% | 990 PDF |
| FY2023 | $45.0M | $28.1M | +114% | 990 PDF |
| FY2022 | $21.0M | $28.1M | -85% | 990 PDF |
| FY2021 | $141.5M | $27.1M | +271% | 990 PDF |
| FY2020 | $38.2M | $25.6M | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2024
Part IX · Statement of functional expenses $27,953,818 across 31 lines filed
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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