At&t Veba Trust is a pension or retirement fund based in Dallas, TX that was founded in 1987. As of 2019 they had $3.4 billion in revenue and $516 million in assets.
Payment of health and insurance benefits for at&t, Inc. employees, retirees and their dependents. Payment of health and insurance benefits for at & t, Inc. employees, retirees and their dependents as permitted under IRC 501 (c) (9.
Previous legal names or variations of their name include: At And T Voluntary Employees Beneficiary Association Trust.
EIN:
43-1491162
City:
State:
Phone:
214-486-8753
Founded:
1987
Type:
501(c)(9)
NTEE:
Revenue:
$3,406,130,645
Assets:
$516,587,671
Employees:
0
Fiscal year end:
December
Program areas at At&t Veba Trust
Payment of health and insurance benefits for at&t, inc. employees, retirees and their dependents as permitted under irc 501(c)(9).
Form 990s for At&t Veba Trust
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|
| 2018-12 | Feb 14, 2020 | 990 | View PDF |
| 2017-12 | Feb 21, 2019 | 990 | View PDF |
| 2016-12 | Jan 18, 2018 | 990 | View PDF |
| 2015-12 | Dec 13, 2016 | 990O | View PDF |
| 2014-12 | Dec 9, 2015 | 990O | View PDF |
| ...and five more Form 990 PDFs |
Financials for At&t Veba Trust
| Field | 2018 | 2017 | % Change |
|---|
| Federated campaigns | $0 | $0 | |
| Membership dues | $0 | $0 | |
| Fundraising event contributions | $0 | $0 | |
| Related organizations | $0 | $0 | |
| Government grants (contributions) | $0 | $0 | |
| Normal grants, contributions, etc. | $0 | $0 | |
| <em>Non-cash contributions included in above</em> | $0 | $0 | |
| Total grants, contributions, etc. | $0 | $0 | |
| Field | 2018 | 2017 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | |
| Program services | $3,399,872,575 | $3,882,480,700 | -12.4% |
| Investment income and dividends | $4,507,577 | $3,123,361 | 44.3% |
| Tax-exempt bond proceeds | $0 | $0 | |
| Royalty revenue | $0 | $0 | |
| Net rental income | $0 | $0 | |
| Net gain from sale of non-inventory assets | $1,750,493 | $1,191,792 | 46.9% |
| Net income from fundraising events | $0 | $0 | |
| Net income from gaming activities | $0 | $0 | |
| Net income from sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $0 | $29,482 | -100% |
| Total revenues | $3,406,130,645 | $3,886,825,335 | -12.4% |
| Field | 2018 | 2017 | % Change |
|---|
| Grants to govts. and orgs. in USA | $0 | $0 | |
| Grants to individuals in USA | $0 | $0 | |
| Grants to govts., orgs., and individuals outside USA | $0 | $0 | |
| Benefits paid to or for members | $4,622,093,137 | $4,906,748,918 | -5.8% |
| Compensation of current officers, etc. | $37,694 | $38,418 | -1.9% |
| Compensation not included above, to disqualified persons | $0 | $0 | |
| Non-officer salaries and wages | $0 | $0 | |
| Pension/retirement accruals and contributions | $0 | $0 | |
| Other employee benefits | $0 | $0 | |
| Payroll taxes | $0 | $0 | |
| Management fees | $0 | $0 | |
| Legal fees | $0 | $0 | |
| Accounting fees | $215,402 | $206,959 | 4.1% |
| Lobbying fees | $0 | $0 | |
| Pro. fundraising fees | $0 | $0 | |
| Investment mgmt fees | $553,481 | $552,068 | 0.3% |
| Other fee-for-service | $2,022,654 | $1,572,823 | 28.6% |
| Advertising and promotion | $0 | $0 | |
| Office expenses | $0 | $0 | |
| Information tech. expenses | $0 | $0 | |
| Royalty expenses | $0 | $0 | |
| Occupancy | $0 | $0 | |
| Travel | $0 | $0 | |
| Public official travel and entertainment | $0 | $0 | |
| Conferences, meetings, etc. | $0 | $0 | |
| Interest | $0 | $0 | |
| Payments to affiliates | $0 | $0 | |
| Depreciation, amortization, etc. | $0 | $0 | |
| Insurance | $0 | $0 | |
| All other expenses | $0 | $1,419 | -100% |
| Total expenses | $4,624,922,368 | $4,909,120,605 | -5.8% |
| Field | 2018 | 2017 | % Change |
|---|
| Cash (non-interest-bearing) | $0 | $0 | |
| Savings, short-term investments, etc. | $441,414,307 | $316,976,504 | 39.3% |
| Pledges and grants receivable | $0 | $0 | |
| Accounts receivable | $301,537 | $343,180 | -12.1% |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Loans receivable from other disqualified persons | $0 | $0 | |
| Notes and loans receivable | $0 | $0 | |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $0 | $0 | |
| Buildings, equipment, etc. post-depreciation | $0 | $0 | |
| Investments, publicly traded securities | $74,871,827 | $85,485,220 | -12.4% |
| Investments, other securities | $0 | $0 | |
| Investments, program-related | $0 | $0 | |
| Intangible assets | $0 | $0 | |
| Other assets | $0 | $0 | |
| Total assets | $516,587,671 | $402,804,904 | 28.2% |
| Field | 2018 | 2017 | % Change |
|---|
| Accounts payable and accrued expenses | $0 | $0 | |
| Grants payable | $0 | $0 | |
| Deferred revenue | $0 | $0 | |
| Tax-exempt bond liabilities | $0 | $0 | |
| Escrow or custodial account liability | $0 | $0 | |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $0 | $0 | |
| Unsecured notes and loans payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $0 | $0 | |
| Total liabilities | $0 | $0 | |
| Field | 2018 | 2017 | % Change |
|---|
| Unrestricted net assets | $0 | $0 | |
| Temporarily restricted net assets | $0 | $0 | |
| Permanently restricted net assets | $0 | $0 | |
Vendors for At&t Veba Trust
| Vendor | Services | Amount paid | Date |
|---|
| Pricewaterhousecoopers LLP | Tax accounting | | 2020-02-14 |
| ██████ █████████ ███ | Plan Management Bank Fee | $320,833 | 2018-12-01 |
| ███ ██████ | Plan Management Bank Fee | $557,250 | 2018-12-01 |
| ███ ███ | Audit Services | $215,402 | 2018-12-01 |
| █████ █████████ ███ | Med Claims Review | $1,272,148 | 2018-12-01 |
Personnel at At&t Veba Trust
| Name | Title | Compensation | Most recent data |
|---|
| Paul W Stephens | Senior Vice President - Tax | - | Feb. 14, 2020 |
Peer pension and retirement funds