Jennison Associates LLC Retiree Health Benefits TR
Jennison Associates LLC Retiree Health Benefits TR's network
3 people1 organisationi3 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Kenneth Moore Chair | Chair, Jennison Associates | 2019 | 7 yrs |
| Michael Delbalso | Member, Jennison Associate | 2019 | 7 yrs |
| Warren Koontz | Member, Jennison Associate | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kenneth Moore | Chair, Jennison Associates | 0.1 | $0 | ||
| Warren Koontz | Member, Jennison Associate | 0.1 | $0 | ||
| Michael Delbalso | Member, Jennison Associate | 0.1 | $0 | ||
| Matrix Trust Company | Trustee | 5 | $0 | $17k |
About
- Legal name
- Jennison Associates LLC Retiree Health Benefits Tr
- EIN
- 300963392
- Address
- 55 East 52nd Street, New York, NY, 10055-0002
- State
- New York
- Mission
- The sole purpose of the jennison associates llc retiree health benefits trust is to fund retiree benefits that are to be provided by the jennison associates retiree welfare benefit plan. Trust assets will be used to pay health insurance premiums for retirees under the health policies maintained by the jennison associates retiree welfare plan. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 2016
- Principal officer
- Janice Vrdoljak (as named on the Form 990)
- IRS ruling date
- 1 April 2018
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥7years on the filingsKenneth Moore
≥7years on the filingsMichael Delbalso
≥7years on the filingsWarren Koontz
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $51.6m
- Total liabilities
- $0
- Net assets or fund balances
- $51.6m
- Contributions and grants received
- $0
- Program service revenue
- $1.3m
- Employees
- 0
- Volunteers
- 3
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $1.3m | $1.3m | $5k |
As filed on the IRS Form 990. US dollars.