Civic Intelligence

Marsh & Mclennan Companies Ee Funded Welfare Benefits Trust

EIN 13-3202585 • 501(c)9 • New York, NY

Profile

Provide insurance benefits programs for employees.

1166 Ave Of The Americas 31st FlrNew York, NY 10036

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.45x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

1.89x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

7.2%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

36%

Faster revenue growth than 87% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$23,945,007

Up $1,616,423 (+7.2%) from 2023

Liabilities

Down

$10,885,062

Down $1,875,279 (-15%) from 2023

Net Assets

Up

$13,059,945

Up $3,491,702 (+36%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin93rd percentile

Revenue

Up

$5,761,414

Up $1,522,752 (+36%) from 2023

Expenses

Down

$1,681,180

Down $147,953 (-8.1%) from 2023

Net Income

Up

$4,080,234

Up $1,670,705 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0-$10MAssets 2010: $30,923,746Liabilities 2010: $23,533,442Net Assets 2010: $7,390,3042010Assets 2011: $29,871,433Liabilities 2011: $22,560,694Net Assets 2011: $7,310,7392011Assets 2012: $21,331,601Liabilities 2012: $23,803,079Net Assets 2012: -$2,471,4782012Assets 2013: $21,141,009Liabilities 2013: $28,066,935Net Assets 2013: -$6,925,9262013Assets 2014: $21,467,093Liabilities 2014: $27,447,923Net Assets 2014: -$5,980,8302014Assets 2015: $20,919,026Liabilities 2015: $26,061,853Net Assets 2015: -$5,142,8272015Assets 2016: $20,854,843Liabilities 2016: $22,907,737Net Assets 2016: -$2,052,8942016Assets 2017: $21,057,406Liabilities 2017: $21,875,474Net Assets 2017: -$818,0682017Assets 2018: $20,895,668Liabilities 2018: $18,500,623Net Assets 2018: $2,395,0452018Assets 2019: $23,429,027Liabilities 2019: $18,994,918Net Assets 2019: $4,434,1092019Assets 2020: $23,408,111Liabilities 2020: $18,362,243Net Assets 2020: $5,045,8682020Assets 2021: $22,626,466Liabilities 2021: $15,922,457Net Assets 2021: $6,704,0092021Assets 2022: $20,818,883Liabilities 2022: $13,338,805Net Assets 2022: $7,480,0782022Assets 2023: $22,328,584Liabilities 2023: $12,760,341Net Assets 2023: $9,568,2432023Assets 2024: $23,945,007Liabilities 2024: $10,885,062Net Assets 2024: $13,059,9452024

Highlighted filing

2024

Assets$23,945,007
Liabilities$10,885,062
Net Assets$13,059,945
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,531,7992010Expenses 2011: $9,692,0322011Expenses 2012: $17,503,4652012Revenue 2013: $10,583,219Expenses 2013: $10,131,613Net Income 2013: $451,6062013Revenue 2014: $9,951,955Expenses 2014: $10,351,529Net Income 2014: -$399,5742014Revenue 2015: $3,030,397Expenses 2015: $2,997,469Net Income 2015: $32,9282015Revenue 2016: $3,020,100Expenses 2016: $2,625,573Net Income 2016: $394,5272016Revenue 2017: $2,989,501Expenses 2017: $2,326,818Net Income 2017: $662,6832017Revenue 2018: $3,129,677Expenses 2018: $2,341,535Net Income 2018: $788,1422018Revenue 2019: $3,330,969Expenses 2019: $2,321,562Net Income 2019: $1,009,4072019Revenue 2020: $3,217,382Expenses 2020: $2,139,025Net Income 2020: $1,078,3572020Revenue 2021: $3,219,723Expenses 2021: $2,103,216Net Income 2021: $1,116,5072021Revenue 2022: $4,673,741Expenses 2022: $1,842,478Net Income 2022: $2,831,2632022Revenue 2023: $4,238,662Expenses 2023: $1,829,133Net Income 2023: $2,409,5292023Revenue 2024: $5,761,414Expenses 2024: $1,681,180Net Income 2024: $4,080,2342024

Highlighted filing

2024

Revenue$5,761,414
Expenses$1,681,180
Net Income$4,080,234
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,945,007
Liabilities
$10,885,062
Net assets
$13,059,945
Revenue
$5,761,414
Expenses
$1,681,180
Net income
$4,080,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$10.9$13.1$5.76$1.68$4.08
2023Detailed filing. Detailed filing data is available for this year.$22.3$12.8$9.57$4.24$1.83$2.41
2022Detailed filing. Detailed filing data is available for this year.$20.8$13.3$7.48$4.67$1.84$2.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$15.9$6.70$3.22$2.10$1.12
2020Detailed filing. Detailed filing data is available for this year.$23.4$18.4$5.05$3.22$2.14$1.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$19.0$4.43$3.33$2.32$1.01
2018Detailed filing. Detailed filing data is available for this year.$20.9$18.5$2.40$3.13$2.34$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$21.9$0.82$2.99$2.33$0.66
2016Detailed filing. Detailed filing data is available for this year.$20.9$22.9$2.05$3.02$2.63$0.39
2015Detailed filing. Detailed filing data is available for this year.$20.9$26.1$5.14$3.03$3.00$0.03
2014Detailed filing. Detailed filing data is available for this year.$21.5$27.4$5.98$9.95$10.4$0.40
2013Detailed filing. Detailed filing data is available for this year.$21.1$28.1$6.93$10.6$10.1$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$23.8$2.47$17.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$22.6$7.31$9.69
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$23.5$7.39$9.53
Peer Organizations

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