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Master Trust Agreement for Welfare Benefits

501(c)
DBA: % PARTNERS FINANCE
Other · SOMERVILLE, MA · EIN 04-3480219

About

To provide life, sickness, accident and other benefits.

In care of Partners Finance

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

Financial Snapshot

FY ending 2024-09-30
Revenue
$13.3M
Expenses
$8.6M
Assets
$225.1M
Liabilities
$0

Financial history

$13.5M$6.7M$0
161718192021222324
RevenueExpenses
Latest FY2024: $13.3M · Peak FY2023: $13.5M · Avg: $10.8M
MASTER TRUST AGREEMENT FOR WELFARE BENEFITS
Your actions

Address

399 Revolution DR STE 645
Somerville, MA, 02145-157

Governance

Voting board members1
Independent members0
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
990 reviewed by boardNo
Public records
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