Civic Intelligence

Kpmg LLP Health Plans Trust

EIN 74-6528872 • 501(c)9 • Montvale, NJ

Profile

Provision of welfare benefits.

75 Chestnut Ridge RoadMontvale, NJ 07645

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

50th percentile

4.1%

Higher net margin than 50% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

57th percentile

$75,822

Higher top officer pay than 57% of similar nonprofits.

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

98th percentile

73%

Faster asset growth than 98% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

7.8%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$47,774,526

Up $20,177,752 (+73%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$47,774,526

Up $20,177,752 (+73%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin50th percentile

Revenue

Up

$490,896,566

Up $35,470,587 (+7.8%) from 2023

Expenses

Up

$470,718,814

Up $28,313,376 (+6.4%) from 2023

Net Income

Up

$20,177,752

Up $7,157,211 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$60M$40M$20M$0Assets 2010: $17,031,916Liabilities 2010: $0Net Assets 2010: $17,031,9162010Assets 2011: $18,581,094Liabilities 2011: $0Net Assets 2011: $18,581,0942011Assets 2012: $1,064,737Liabilities 2012: $0Net Assets 2012: $1,064,7372012Assets 2013: $17,075,024Liabilities 2013: $0Net Assets 2013: $17,075,0242013Assets 2014: $20,041,261Liabilities 2014: $0Net Assets 2014: $20,041,2612014Assets 2015: $26,474,409Liabilities 2015: $0Net Assets 2015: $26,474,4092015Assets 2016: $26,260,995Liabilities 2016: $0Net Assets 2016: $26,260,9952016Assets 2017: $27,976,867Liabilities 2017: $0Net Assets 2017: $27,976,8672017Assets 2018: $15,108,332Liabilities 2018: $0Net Assets 2018: $15,108,3322018Assets 2019: $21,888,405Liabilities 2019: $0Net Assets 2019: $21,888,4052019Assets 2020: $23,132,857Liabilities 2020: $0Net Assets 2020: $23,132,8572020Assets 2021: $28,650,061Liabilities 2021: $0Net Assets 2021: $28,650,0612021Assets 2022: $14,576,233Liabilities 2022: $0Net Assets 2022: $14,576,2332022Assets 2023: $27,596,774Liabilities 2023: $0Net Assets 2023: $27,596,7742023Assets 2024: $47,774,526Liabilities 2024: $0Net Assets 2024: $47,774,5262024

Highlighted filing

2024

Assets$47,774,526
Liabilities$0
Net Assets$47,774,526
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$600M$400M$200M$0-$200MRevenue 2010: $160,551,579Expenses 2010: $162,316,051Net Income 2010: -$1,764,4722010Expenses 2011: $165,717,6992011Revenue 2012: $155,605,032Expenses 2012: $173,121,389Net Income 2012: -$17,516,3572012Revenue 2013: $196,065,627Expenses 2013: $180,055,340Net Income 2013: $16,010,2872013Revenue 2014: $207,098,290Expenses 2014: $204,132,053Net Income 2014: $2,966,2372014Revenue 2015: $250,234,652Expenses 2015: $243,801,504Net Income 2015: $6,433,1482015Revenue 2016: $279,468,875Expenses 2016: $279,682,289Net Income 2016: -$213,4142016Revenue 2017: $294,009,733Expenses 2017: $292,293,861Net Income 2017: $1,715,8722017Revenue 2018: $289,474,688Expenses 2018: $302,343,223Net Income 2018: -$12,868,5352018Revenue 2019: $325,234,261Expenses 2019: $318,454,188Net Income 2019: $6,780,0732019Revenue 2020: $263,991,043Expenses 2020: $284,055,762Net Income 2020: -$20,064,7192020Revenue 2021: $361,936,552Expenses 2021: $356,419,348Net Income 2021: $5,517,2042021Revenue 2022: $381,164,364Expenses 2022: $395,238,192Net Income 2022: -$14,073,8282022Revenue 2023: $455,425,979Expenses 2023: $442,405,438Net Income 2023: $13,020,5412023Revenue 2024: $490,896,566Expenses 2024: $470,718,814Net Income 2024: $20,177,7522024

Highlighted filing

2024

Revenue$490,896,566
Expenses$470,718,814
Net Income$20,177,752
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
$47,774,526
Liabilities
$0
Net assets
$47,774,526
Revenue
$490,896,566
Expenses
$470,718,814
Net income
$20,177,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.8$0.00$47.8$491$471$20.2
2023Summary only. Only limited summary data is available for this year.$27.6$0.00$27.6$455$442$13.0
2022Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$381$395$14.1
2021Summary only. Only limited summary data is available for this year.$28.7$0.00$28.7$362$356$5.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$0.00$23.1$264$284$20.1
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.00$21.9$325$318$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$289$302$12.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$0.00$28.0$294$292$1.72
2016Summary only. Only limited summary data is available for this year.$26.3$0.00$26.3$279$280$0.21
2015Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$250$244$6.43
2014Summary only. Only limited summary data is available for this year.$20.0$0.00$20.0$207$204$2.97
2013Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$196$180$16.0
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$156$173$17.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.00$18.6$166
2010Summary only. Only limited summary data is available for this year.$17.0$0.00$17.0$161$162$1.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$490,896,566
Mission and Program Overview

Mission

Provision of welfare benefits.

Provision of health and dental benefits to eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$27,596,774$47,774,526▲ $20,177,752
Savings and Temporary Cash Investments$27,533,482$35,741,332▲ $8,207,850
Cash and Non-Interest-Bearing Accounts$0$11,968,308▲ $11,968,308
Accounts Receivable$63,292$64,886▲ $1,594
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$27,596,774$47,774,526▲ $20,177,752
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,596,774$47,774,526▲ $20,177,752
Total Liabilities and Net Assets / Fund Balance$27,596,774$47,774,526▲ $20,177,752
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$75,822$75,822

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaAdministrative Services151 FARMINGTON AVE, Hartford, CT 06156$14,376,458
PrudentrxAdministrative Services3820 NORTHDALE BLVD STE 311-A, Tampa, FL 33624$863,838
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$455,740,297
Investment Income
$546,606
Other Revenue
$34,609,663
Change in Net Assets
$20,177,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,594,752
Salaries, Compensation, and Employee Benefits$75,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$435,048,240
Insurance---$20,354,456
Fees for Services Other---$15,240,296
Current Officers, Directors, Trustees, and Key Employees---$75,822
Total Functional Expenses$0$0$0$470,718,814
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“State street bank serves as the sole directed trustee of this trust. The plan sponsor is kpmg, llp. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the veba does not have a governing body that exercises discretion.”

Form 990, Part VI, Section A, Line 8A

“This question is not applicable to the trust.”

Form 990, Part VI, Section A, Line 8B

“This question is not applicable to the trust.”

Form 990, Part VI, Section B, Line 11B

“A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust is not required to make the documents referenced in question 19 available to the public.”

Form 990, Part VI, Section B, Line 12-15

“These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

Form 990, Part VII, Section A, Line 1

“Average hours per week devoted to position: as trustee, state street bank provided adminstrative services such as acting as investment manager for kpmg llp health plans trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with state street bank's agreement with kpmg, llp.”

Filing and Contact Details

Filer

Filer Name
Kpmg Health Plans Trust
EIN
74-6528872
Phone
3142444042
Address
75 CHESTNUT RIDGE ROAD, MONTVALE, NJ 07645

Signing Officer

Name
Adilson Dasilva
Title
Avp, State Street Bank
Phone
3142444042
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Lewis
Formed
2008
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kpmg Llp
Address
301 MAIN STREET SUITE 2150, BATON ROUGE, LA 70801
Preparer
Brittany K Elliser
Phone
2253444000
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Question 12

“While the trust is not separately audited, the health plan associated with the veba has had a financial statement audit by an independent accountant.”

Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt063292
IRS990/AccountsReceivableGrp/EOYAmt064886
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVISION OF HEALTH AND DENTAL BENEFITS TO ELIGIBLE MEMBERS
IRS990/AddressChangeInd0X
IRS990/BenefitsToMembersGrp/TotalAmt0435048240
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER LEWIS KPMG LLP
IRS990/BooksInCareOfDetail/PhoneNum03142444042
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03 CHESTNUT RIDGE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTVALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0076451842
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt027596774
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt047774526
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt011968308
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075822
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt014376458
IRS990/ContractorCompensationGrp/CompensationAmt1863838
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0151 FARMINGTON AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13820 NORTHDALE BLVD STE 311-A
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TAMPA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006156
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd133624
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AETNA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PRUDENTRX
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0435048240
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0546606
IRS990/CYOtherExpensesAmt035594752
IRS990/CYOtherRevenueAmt034609663
IRS990/CYProgramServiceRevenueAmt0455740297
IRS990/CYRevenuesLessExpensesAmt020177752
IRS990/CYSalariesCompEmpBnftPaidAmt075822
IRS990/CYTotalExpensesAmt0470718814
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0490896566
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVISION OF HEALTH AND DENTAL BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS OF KPMG, LLP.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt015240296
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.01
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0STATE STREET BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt075822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0490896566
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt020354456
IRS990/InvestmentIncomeGrp/ExclusionAmt0546606
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0546606
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION (VEBA) PROVIDES HEALTH AND DENTAL BENEFITS TO ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027596774
IRS990/NetAssetsOrFundBalancesEOYAmt047774526
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0PHARMACY REBATE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034401317
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1208346
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034401317
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1208346
IRS990/OtherRevenueTotalAmt034609663
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc2PARTNER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0300500000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1113443558
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt241796739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0300500000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1113443558
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt241796739
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0408206703
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0472932
IRS990/PYOtherExpensesAmt034198735
IRS990/PYOtherRevenueAmt029299204
IRS990/PYProgramServiceRevenueAmt0425653843
IRS990/PYRevenuesLessExpensesAmt013020541
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0442405438
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0455425979
IRS990/ReconcilationRevenueExpnssAmt020177752
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027533482
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035741332
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE TRUST IS NOT SEPARATELY AUDITED, THE HEALTH PLAN ASSOCIATED WITH THE VEBA HAS HAD A FINANCIAL STATEMENT AUDIT BY AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE STREET BANK SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS KPMG, LLP. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS QUESTION IS NOT APPLICABLE TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS QUESTION IS NOT APPLICABLE TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, STATE STREET BANK PROVIDED ADMINSTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR KPMG LLP HEALTH PLANS TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH STATE STREET BANK'S AGREEMENT WITH KPMG, LLP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, QUESTION 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, SECTION A, LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0135565207
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0KPMG LLP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0345 PARK AVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd010154
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027596774
IRS990/TotalAssetsEOYAmt047774526
IRS990/TotalAssetsGrp/BOYAmt027596774
IRS990/TotalAssetsGrp/EOYAmt047774526
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0470718814
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027596774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047774526
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0455740297
IRS990/TotalReportableCompFromOrgAmt075822
IRS990/TotalRevenueGrp/ExclusionAmt0546606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0490349960
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0490896566
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027596774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047774526
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075 CHESTNUT RIDGE ROAD
IRS990/USAddress/CityNm0MONTVALE
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007645
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADILSON DASILVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP, STATE STREET BANK
ReturnHeader/BusinessOfficerGrp/PhoneNum03142444042
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KPMG HEALTH PLANS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JENNIFER LEWIS KPMG LLP
ReturnHeader/Filer/BusinessNameControlTxt0KPMG
ReturnHeader/Filer/EIN0746528872
ReturnHeader/Filer/PhoneNum03142444042
ReturnHeader/Filer/USAddress/AddressLine1Txt075 CHESTNUT RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0MONTVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007645
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 MAIN STREET SUITE 2150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070801
ReturnHeader/PreparerPersonGrp/PhoneNum02253444000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRITTANY K ELLISER
ReturnHeader/ReturnTs02025-11-12T15:35:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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