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Mutual & Membership Benefit · CA

The Caltech Veba For Jpl Retirees

The Caltech Veba For Jpl Retirees's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $10,014 for Northern Trust, See Schedule O (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $10,277. It is higher than the D + F figure for 1 of 30 peer organizations selected under the disclosed tier Same NTEE major group (Y), nationwide + size band 0.77–1.3× revenue (approximately 3%; median $332,542). This is descriptive, not a reasonableness conclusion.

$75,476,793Total revenue (FY 2024)
$10,014Reported Part VII D + F figure
1 / 30Selected peers with a strictly lower 2025-dollar figure (approximately 3%)

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Review the selected comparables for The Caltech Veba For Jpl Retirees, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE major group (Y), nationwide + size band 0.77–1.3× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Kansas Bankers Association Welfare Benefit Fund KS$75,911,908 $46,862
Law Enforcement Officers & Firefighters WA$76,037,276 $128,065
Gulf Coast Electric Cooperative FL$76,127,715 $493,670
Las Vegas Metropolitan Police Dept Employees H&w Trust NV$77,316,886 $119,985
Ufcw Local One Health Care Fund NY$73,394,829 $217,468
America's Health Insurance Plans Inc DC$78,092,479 $1,614,070
Electronic Payments Coalition Inc DC$72,764,438 $2,249,658
Southern Mutual Church Insurance Co SC$80,252,881 $541,396

View the organization record and available filings on ProPublica