AUMdb

Delta Account Based Medical Tr

EIN 753261600 · 501(c)(9) · Public charity · Atlanta, GA · recognized 2009

Assets
$54.3M
Revenue
$1.2B
Expenses
$1.2B
Investment income
$1.0M

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.

Contractor Services Compensation
Quantum Contract admin $21,557,625
United Medical Resources (Umr) Contract admin $21,388,893
Sharecare Contract admin $4,184,181
Delta Dental Contract admin $2,978,487
Cvs Caremark Contract admin $1,716,136

Officers & directors

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

Name Title Compensation Other
Jp Morgan Chase Trustee $8,000 $0
Garrett Chase Member, investment committee $0 $0
Hearther Tardif Member, investment committee (as of 01/2024) $0 $0
Heather Ostis Member, investment committee (thru 01/2024) $0 $0
Janet Brunk Member, admin committee $0 $0
Kelley Elliott Chair, admin committee; member $0 $0
Kenneth W Morge Member, investment committee $0 $0
Michelle Horn Member, investment committee $0 $0
Mindy Davison Member, admin committee $0 $0
Shawn Cole Member, investment committee (thru 02/2024) $0 $0
William C Carroll Member, investment committee $0 $0
Jennifer Shay Member, admin subcommittee $0 $0