NonprofitsUnitarian Universalist Associationemployee Benefits Trust

Mutual & Membership Benefit

Unitarian Universalist Associationemployee Benefits Trust

BOSTON, MA

Total revenue

$18.2M

Total expenses

$16.6M

Net assets

$5.2M

Grants received

EIN

208079417

Tax year

2023

Mission

The purpose of the trust is to fund a self-funded health insurance plan for the staffs of unitarian universalist congregations, the uua headquarters and field staffs, and other eligible persons.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$18.1M
Investment income$128K
Other revenue
Total revenue$18.2M

Expenses

Grants paid
Salaries & benefits$223K
Fundraising
Other expenses$1.2M
Total expenses$16.6M
Total assets$5.9M
Net assets$5.2M

People

10 listed

NameRoleCompensation

WILLIAM LESTER

TRUSTEE, PLAN ADMIN

Board

0.5 hrs/wk

KARIN FERGUSON

TRUSTEE

Board

0.5 hrs/wk

BARBARA JOHNSON

TRUSTEE

Board

0.5 hrs/wk

THOMAS LOUGHREY

TRUSTEE

Board

0.5 hrs/wk

RICHARD NUGENT

TRUSTEE

Board

0.5 hrs/wk

LUCIA SANTINI

TRUSTEE

Board

0.5 hrs/wk

JOHN VOGT

TRUSTEE

Board

0.5 hrs/wk

MICHAEL WAGNER

TRUSTEE

Board

0.5 hrs/wk

ANDREW MCGEORGE TREASURER CFO

PLAN ADMIN (UNTIL 7/24)

Board

3 hrs/wk

CAREY MCDONALD

EXECUTIVE VP, PLAN SPONSOR

Board

3 hrs/wk

Details

EIN208079417
NTEE codeY43
Subsection09
Ruling date2009-03
Formed2006
Employees0
Volunteers8
UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST — Mission, Financials & Grants Received | Grantivo