AUMdb

Unitarian Universalist Associationemployee Benefits Trust

EIN 208079417 · 501(c)(9) · Public charity · Boston, MA · recognized 2009

Assets
$5.9M
Revenue
$18.2M
Expenses
$16.6M
Investment income
$128K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Carey Mcdonald Executive vp, plan sponsor $190,716 $39,321
Andrew Mcgeorge Treasurer Cfo Plan admin (until 7/24) $112,280 $17,943
William Lester Trustee, plan admin $0 $0
Karin Ferguson Trustee $0 $0
Barbara Johnson Trustee $0 $0
Thomas Loughrey Trustee $0 $0
Richard Nugent Trustee $0 $0
Lucia Santini Trustee $0 $0
John Vogt Trustee $0 $0
Michael Wagner Trustee $0 $0