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Marsh & Mclennan Cos Inc Employee Funded Welfare Benefits Tr Agreemt

  • New York, NY
  • Tax-exempt since Jan. 1986
  • EIN: 13-3202585

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.24M (2023)

Expenses
$1.83M (2023)

Total Assets
$22.3M (2023)

Total Liabilities
$12.8M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,238,662
Expenses
$1,829,133
Net Income
$2,409,529
Net Assets
$9,568,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,550,405
60.2%
Investment Income $1,688,257
39.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,328,584
Total Liabilities $12,760,341
Net Assets $9,568,243
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,673,741
Expenses
$1,842,478
Net Income
$2,831,263
Net Assets
$7,480,078
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,354,456
50.4%
Investment Income $2,319,285
49.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,818,883
Total Liabilities $13,338,805
Net Assets $7,480,078
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,219,723
Expenses
$2,103,216
Net Income
$1,116,507
Net Assets
$6,704,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,302,261
71.5%
Investment Income $917,462
28.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,626,466
Total Liabilities $15,922,457
Net Assets $6,704,009
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,217,382
Expenses
$2,139,025
Net Income
$1,078,357
Net Assets
$5,045,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,279,023
70.8%
Investment Income $938,359
29.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,408,111
Total Liabilities $18,362,243
Net Assets $5,045,868
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,330,969
Expenses
$2,321,562
Net Income
$1,009,407
Net Assets
$4,434,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,318,333
69.6%
Investment Income $1,012,636
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,429,027
Total Liabilities $18,994,918
Net Assets $4,434,109
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,129,677
Expenses
$2,341,535
Net Income
$788,142
Net Assets
$2,395,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,335,310
74.6%
Investment Income $794,367
25.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,895,668
Total Liabilities $18,500,623
Net Assets $2,395,045
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,989,501
Expenses
$2,326,818
Net Income
$662,683
Net Assets
-$818,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,359,102
78.9%
Investment Income $630,399
21.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,057,406
Total Liabilities $21,875,474
Net Assets -$818,068
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,020,100
Expenses
$2,625,573
Net Income
$394,527
Net Assets
-$2,052,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,433,389
80.6%
Investment Income $586,711
19.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,854,843
Total Liabilities $22,907,737
Net Assets -$2,052,894
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,030,397
Expenses
$2,997,469
Net Income
$32,928
Net Assets
-$5,142,827
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,507,476
82.7%
Investment Income $522,921
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,919,026
Total Liabilities $26,061,853
Net Assets -$5,142,827
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,951,955
Expenses
$10,351,529
Net Income
-$399,574
Net Assets
-$5,980,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,561,542
96.1%
Investment Income $390,413
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,467,093
Total Liabilities $27,447,923
Net Assets -$5,980,830
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,583,219
Expenses
$10,131,613
Net Income
$451,606
Net Assets
-$6,925,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,264,315
97.0%
Investment Income $318,904
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,141,009
Total Liabilities $28,066,935
Net Assets -$6,925,926
Compensation
Key Employees and Officers Compensation Related Other
Mellon Trust Company Of New England (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,421,129
Expenses
$17,503,465
Net Income
-$8,082,336
Net Assets
-$2,471,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,442,197
89.6%
Investment Income $978,932
10.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,331,601
Total Liabilities $23,803,079
Net Assets -$2,471,478

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,817,509
Expenses
$9,692,032
Net Income
-$874,523
Net Assets
$7,310,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,706,281
87.4%
Investment Income $1,111,228
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,871,433
Total Liabilities $22,560,694
Net Assets $7,310,739

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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