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← AMERICAN FEDERATION OF TEACHERS AFL CIO VEBA HEALTH SAVINGS TRUST

Form 990 for tax year 2025

Filed by AMERICAN FEDERATION OF TEACHERS AFL CIO VEBA HEALTH SAVINGS TRUST.

Totals

Total revenue
$340,219
Total expenses
$289,046
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$248,269
Investment income
$91,950
Other revenue
$0
Total assets, end of year
$3,448,910
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,448,910
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $248,269 · related or exempt $248,269

  • 3 · Investment income

    total $91,950 · excluded $91,950

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $278,182

  • 11c · Fees: accounting

    total $8,730

  • 11f · Fees: investment management

    total $2,134

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $914,207 · end of year $913,619

  • 2 · Savings and temporary cash investments

    beginning of year $1,062,728 · end of year $1,082,130

  • 11 · Investments: publicly traded securities

    beginning of year $1,297,723 · end of year $1,453,161

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,274,658 · end of year $3,448,910

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2025

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

  • HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 360 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $278,182.

As filed on the 2025 return.

Listed in Part VII

  • Matrix Trust Company

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
17 March 2026
IRS schema version
2025v4.0
Source object
202620789349300522

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