Nonprofits›Direct Advisors Trust
Mutual & Membership Benefit
Direct Advisors Trust
LATHAM, NY
Total revenue
$20.1M
Total expenses
$20.1M
Net assets
$100
Grants received
—
EIN
146203449
Tax year
2024
Mission
Provide employee benefits via health and welfare plans for participating employers
Programs
3 programs
Provide vacation and holiday benefits to workers of sponsoring employers.
Expenses: $4.9M
Provide supplemental unemployement benefits to workers of sponsoring employers.
Expenses: $11.6M
Provide supplemental training benefits to workers of sponsoring employees.
Expenses: $32K
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$20.1M
Investment income—
Other revenue—
Total revenue$20.1M
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$2K
Total expenses$20.1M
Total assets$1.1M
Net assets$100
People
1 listed
NameRoleCompensation
CHEMUNG CANAL TRUST COMPANY
TRUSTEE
Board
—
2 hrs/wk
Independent contractors
DIRECT ADVISORS LLC
THIRD PARTY ADMINISTRATOR
Details
EIN146203449
NTEE codeY43
Subsection09
Ruling date2001-04
Formed2000
Employees882
Volunteers0