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Pennsylvania Employees Benefit Trust Fund

Form 990s | Financials | Vendors | Personnel | Peers

Pennsylvania Employees Benefit Trust Fund is a pension or retirement fund based in Harrisburg, PA that was founded in 1988. As of 2018 they had $1.0 billion in revenue and $638 million in assets.

Trust for the provision of medical, surgical, hospital and supplemental benefits to employees of the Commonwealth of Pennsylvania and associated Agencies, as well as their dependents and retirees. To provide medical, surgical, hospital and supplementa...

Previous legal names or variations of their name include: Attn Financial Manager.

Type:
501(c)(9)
Revenue:
$1,088,200,231
Assets:
$638,772,945
Employees:
138
Fiscal year end:
June
Founded:
1988
Revenue trends:
Asset trends:

Form 990s for Pennsylvania Employees Benefit Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2018-06Jun 19, 2019990View PDF
2017-06Sep 12, 2018990View PDF
2015-06Aug 4, 2016990OView PDF
2014-06May 27, 2015990OView PDF
2013-06Apr 8, 2014990OView PDF
...and three more Form 990 PDFs

Financials for Pennsylvania Employees Benefit Trust Fund

Field2018
Federated campaigns$0
Membership dues$0
Fundraising event contributions$0
Related organizations$0
Government grants (contributions)$0
Normal grants, contributions, etc.$0
Non-cash contributions$0
Program services$1,083,447,779
Investment income and dividends$5,679,351
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-926,899
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,088,200,231

Vendors for Pennsylvania Employees Benefit Trust Fund

VendorServicesAmount paidDate
Baker Tilly Virchow Krause LLPTax accounting2018-08-31
███████ █████ ███Legal Services$297,1312018-06-01
██ ████ █████████1095 Form Production$375,7712018-06-01
███████ ████████ ███████ ███Printing and Mailing$680,9222018-06-01
█████████ ███ ████████Legal Services$302,1712018-06-01
████████ ██████ █████ ██████████Investment Management$310,0282018-06-01
██████Fundraising software2018-05-11
███████ ███ ████Fundraising software; Payment processing2018-05-11

Personnel at Pennsylvania Employees Benefit Trust Fund

NameTitleCompensationMost recent data
Kathryn FarleyExecutive Director and Chief Executive Officer$308,601June 30, 2018
Nancy MurphyChief Operating Officer$193,178June 30, 2018
██████ ████████Chief Financial Officer$222,658June 30, 2018
█████ ███████Chief Information Officer$174,643June 30, 2018
█████████ ███████Network Manager$114,891June 30, 2018
██████ █████Controller-May 16, 2019
█████ ███████Chairman$0June 30, 2018
██████ ███████Secretary$0June 30, 2018

Peer pension and retirement funds

 NameTypeRevenueLocation
1Kaiser Foundation Health Plan Retiree Health and Welfare Plan501(c)(9)$1.0 billionBoston, MA
2CHS Community Health Systems Veba Trust501(c)(9)$1.0 billionFranklin, TN
3The Boeing Company Veba Master Trust501(c)(9)$2.3 billionBrooklyn, NY
4At&t Veba Trust501(c)(9)$3.8 billionDallas, TX
5Ibm Medical Benefits Trust501(c)(9)$1.2 billionBrooklyn, NY
6Railroad Employees National Health and Welfare Plan Trust501(c)(9)$1.7 billionArlington, VA
7California's Valued Trust501(c)(9)$825 millionFresno, CA
8General Electric Insurance Plan Trust501(c)(9)$1.8 billionStamford, CT
9Kroger Health and Welfare Benefit TR for Collectively-Bargai501(c)(9)$1.1 billionCincinnati, OH
10Costco Wholesale Corporation Voluntary Employee Benefit Trust501(c)(9)$953 millionIssaquah, WA
11Wells Fargo & Co Employee Benefit Trust501(c)(9)$2.5 billionSan Francisco, CA
12Bankamerica Group Benefits Program Trust501(c)(9)$2.3 billionDallas, TX
13Northrop Grumman Corporation Veba Master Trust I501(c)(9)$885 millionQuincy, MA
14Wal-Mart Stores Associates' Health and Welfare Trust501(c)(9)$4.3 billionBentonville, AR
15Jpmorgan Chase Veba Trust for Active Employees501(c)(9)$1.8 billionNew York, NY
16Uaw Retiree Medical Benefits Trust501(c)(9)$4.2 billionDetroit, MI
17United States Steel Corporation Represented Retirees Benefit Trust501(c)(9)$493 millionPittsburgh, PA
18United States Steel Corporation Active Employee Insurance Benefits Trust501(c)(9)$274 millionPittsburgh, PA
19Steelworkers Health & Welfare Fund501(c)(9)$661 millionPittsburgh, PA
20Geico Corporation Welfare Plans Trust501(c)(9)$283 millionPittsburgh, PA
21Duke Energy Corp Welfare Benefits Trust VEBA I501(c)(9)$379 millionPittsburgh, PA
22Southern California Schools Voluntary Employees Benefits Assoc501(c)(9)$698 millionSan Diego, CA
23Baylor Health Care System Employee Benefit Trust501(c)(9)$470 millionDallas, TX
24Roche Employee Welfare Benefits Trust501(c)(9)$374 millionLittle Falls, NJ
25United Technologies Corporation Employees Benefit Plan Trust501(c)(9)$667 millionNew York, NY

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