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Fidelity Welfare Benefit Plans VEBA Trust

501(c)
DBA: % JULIE ROZEN
Other · WESTLAKE, TX · EIN 04-7025783

About

Health benefits for retired employees.

In care of Julie Rozen

Donations are NOT tax-deductible
Category
Other
Employees
0
Volunteers
0

Financial Snapshot

FY ending 2024-12-31
Revenue
$42.7M
Expenses
$31.9M
Assets
$953.6M
Liabilities
$12.4M

Financial history

$156.8M$78.4M$0
222324
RevenueExpenses
Latest FY2024: $42.7M · Peak FY2022: $156.8M
FIDELITY WELFARE BENEFIT PLANS VEBA TRUST
Your actions

Address

One Destiny Way - V7E
Westlake, TX, 76262-810

Governance

Voting board members1
Independent members1
Conflict-of-interest policyNo
Whistleblower policyNo
Doc-retention policyNo
Audit committeeYes
990 reviewed by boardYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
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.