AUMdb

City Of San Jose Sworn Veba Health Savings Trust

EIN 832286028 · 501(c)(9) · Public charity · San Jose, CA · recognized 2019

Assets
$43.2M
Revenue
$6.5M
Expenses
$357K
Investment income
$752K

Form 990 fiscal year ended 06/30/2025

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
Voya Institutional Trust Company Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $43.2M $6.5M $357K 990 990 · obj 202542269349300014 IRS ↗
06/30/2024 $34.4M $7.6M $216K 990 990 · obj 202530879349301408 IRS ↗