Fidelity Welfare Benefit Plans Veba Trust is a voluntary employees' beneficiary association (non-govt. emps.) organization in Westlake, Texas. Its tax id (EIN) is 04-7025783. It was granted tax-exempt status by IRS in March, 2009. For detailed information such as income and other financial data of Fidelity Welfare Benefit Plans Veba Trust, refer to the following table.
| Organization Name | Fidelity Welfare Benefit Plans Veba Trust |
|---|---|
| Tax Id (EIN) | 04-7025783 |
| Address | One Destiny Way - V7e, Westlake, TX 76262-8103 |
| In Care of Name | Julie Rozen |
| All tax-exempt organizations in zip code 76262 | |
| Tax Period | Asset | Income | Revenue |
|---|---|---|---|
| December, 2012 | $183,209,392 | $18,408 | $18,408 |
| December, 2013 | $285,294,221 | $82,021,294 | $82,021,294 |
| December, 2014 | $371,379,657 | $85,058,926 | $85,058,926 |
| December, 2015 | $428,132,328 | $82,500,019 | $82,500,019 |
| December, 2016 | $483,478,216 | $59,338,749 | $59,338,749 |
| December, 2017 | $576,208,431 | $35,522,390 | $31,000,218 |
| December, 2018 | $609,761,944 | $176,422,334 | $88,587,527 |
| December, 2019 | $676,952,810 | $76,218,962 | $24,703,001 |
| December, 2020 | $731,705,969 | $20,493,745 | $20,493,745 |
| December, 2021 | $785,854,843 | $56,193,264 | $56,193,264 |
| December, 2022 | $846,203,164 | $156,797,025 | $156,797,025 |
| December, 2023 | $894,505,364 | $20,107,374 | $20,107,374 |
| IRS Exempt Status Ruling Date | March, 2009 |
|---|---|
| Exempt Status | Unconditional Exemption |
| Deductibility | Contributions are not deductible |
| Tax Exempt Classification | Mutual/Membership Benefit Organizations, Other |
| Tax Exempt Activity | Insurance Providers, Services |
| NTEE Code | Y20 |
| Foundation Type | All organizations except 501(c)(3) |
| Organization Type | Trust |
| Organization Classification | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Affiliation | Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). |
| Primary Return(s) Required to File | 990 (all other) or 990EZ return |
| Private Foundation Filing Requirement | No need to 990-PF return |
| Asset Range Reported on Form 990 | $50,000,000 to greater |
| Income Range Reported on Form 990 | $10,000,000 to 49,999,999 |
| Accounting Period | 12 |