CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST

Nonpartisan civic infrastructure

AllCiv·Legis1

City of SAN JOSE Sworn VEBA Health Savings Trust

501(c)

DBA: % VOYA INSTITUTIONAL TRUST CO

Other · SAN JOSE, CA · EIN 83-2286028

To fund reimbursement of medical expenses under a health reimbursement arrangement.

In care of VOYA Institutional Trust CO

Donations are NOT tax-deductible

FY ending 2025-06-30

Revenue

$6.5M

Expenses

$357K

Assets

$43.2M

Liabilities

$7.6M$3.8M$0

22232425

RevenueExpenses

Latest FY2025: $6.5M · Peak FY2024: $7.6M · Avg: $5.7M

CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST

Your actions

200 E Santa Clara ST 3RD Floor WI

SAN JOSE, CA, 95113-190

Voting board members1

Independent members1

Conflict-of-interest policyNo

Whistleblower policyNo

Doc-retention policyYes

990 reviewed by boardYes

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.