UNITED PARCEL SERVICE VEBA UPS HEALTH AND WELFARE PLAN
EIN 22-2899653 ATLANTA, GA
- Revenue 2024
- $1,123,346,565
- Expenses 2024
- $1,124,291,669
Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- 55 GLENLAKE PKWY
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
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UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR
EIN 58-2046334
Mission and programs · 2024
Mission
THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE UPS FLEXIBLE BENEFIT PLAN, THE UPS HEALTH CARE PLAN, AND THE UPS RETIRED EMPLOYEES HEALTH CARE PLAN. THE PLANS PROVIDE BENEFITS TO COVERED ACTIVE AND FORMER EMPLOYEES OF UNITED PARCEL SERVICE, INC. AND SUBSIDIARIES INCLUDING THEIR DEPENDENTS.
Activities or mission (Part I)
The VEBA trust holds the assets and controls the payment functions for the UPS Flexible Benefit Plan, UPS Health Care Plan, and UPS Retired Employee Health Care Plan.
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NONE
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
David Carroll
Admin. Committee Member
- Total calculated
- $1,011,258
- From this org
- $0
- From related orgs
- $974,929
- Other
- $36,329
- Hours/week
- 0 + 0.5 related
Schedule J breakdown matched by us
- Base
- not reported + $691,905 related
- Bonus
- not reported + $281,115 related
- Other
- not reported + $1,909 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $36,329 related
- Filer's total
- not reported + $1,011,258 related
-
Angelea Vasell
Admin. Committee Member
- Total calculated
- $452,413
- From this org
- $0
- From related orgs
- $432,581
- Other
- $19,832
- Hours/week
- 0 + 0.5 related
Schedule J breakdown matched by us
- Base
- not reported + $324,227 related
- Bonus
- not reported + $108,068 related
- Other
- not reported + $286 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $19,832 related
- Filer's total
- not reported + $452,413 related
-
Barbara Dorfman
Admin Committee Member
- Total calculated
- $409,335
- From this org
- $0
- From related orgs
- $379,043
- Other
- $30,292
- Hours/week
- 0 + 0.5 related
Schedule J breakdown matched by us
- Base
- not reported + $299,480 related
- Bonus
- not reported + $79,014 related
- Other
- not reported + $549 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $30,292 related
- Filer's total
- not reported + $409,335 related
-
William Lyons
Fmr Admin Committee Member
- Total calculated
- $348,446
- From this org
- $0
- From related orgs
- $316,118
- Other
- $32,328
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $250,437 related
- Bonus
- not reported + $65,391 related
- Other
- not reported + $290 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $32,328 related
- Filer's total
- not reported + $348,446 related
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David Kim
Fmr Admin Committee Member
- Total calculated
- $317,387
- From this org
- $0
- From related orgs
- $298,681
- Other
- $18,706
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $236,739 related
- Bonus
- not reported + $61,544 related
- Other
- not reported + $398 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $18,706 related
- Filer's total
- not reported + $317,387 related
-
Malika Terry
Fmr Admin Committee Member
- Total calculated
- $275,786
- From this org
- $0
- From related orgs
- $275,786
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $126,413 related
- Bonus
- not reported + $149,373 related
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $275,786 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,123,346,565
- Expenses
- $1,124,291,669
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $918,461,847
- Expenses
- $913,098,040
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $1,023,673,940
- Expenses
- $1,032,871,708
- Contributions
- $148,183,472
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
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2021 · 990
- Revenue
- $950,371,007
- Expenses
- $947,363,691
- Assets (EOY)
- $4,408,597
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2020 · 990
- Revenue
- $863,236,366
- Expenses
- $863,547,204
- Assets (EOY)
- $2,924,494
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
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UPS Health and Welfare Plan Trust Collec
501(c)(9) · VEBA Union · GA
Declared as related by
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UNITED PARCEL SERVICE HEALTH AND WELFARE PLAN TR
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
UPS Inc and Subsidiary Corporations
C Corp · Transportatio · DE
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.