Cause IQ organization profile

Bae Systems North America Welfare Benefit Trust

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Bae Systems North America Welfare Benefit Trust is a fraternal society based in Arlington, VA that was founded in 1992. As of 2019 they had $329 million in revenue and $12 million in assets.

The organization is voluntary employees beneficiary association that provides for medical, disability & other benefits. Approximately 50,000 participants were subject to benefits.

Previous legal names or variations of their name include: Bae Systems Welfare Benefit Trust.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at Bae Systems North America Welfare Benefit Trust

The exempt purpose of the trust is to fund the payment of health and welfare benefits. The aggregate expense amount was primarily for the payment of health and welfare benefits, with the remainder being payment of administrative expenses related to the trust's exempt purpose. The revenue received by the trust was primarily employer and participant contributions, with the remainder being investment income, rebates, and refunds from insurance carriers, and transfers from other trusts to fund plan liabilities transferred to this trust.

Form 990s for Bae Systems North America Welfare Benefit Trust

Fiscal year endingDate received by IRSFormPDF link
2018-12Jan 15, 2020990View PDF
2017-12Feb 21, 2019990View PDF
2016-12Jan 18, 2018990View PDF
2015-12Dec 22, 2016990OView PDF
2014-12Dec 16, 2015990OView PDF
...and five more Form 990 PDFs

Financials for Bae Systems North America Welfare Benefit Trust

Total grants, contributions, etc.$0
Program services$310,202,289
Investment income and dividends$358,807
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$18,535,412
Total revenues$329,096,508

Vendors for Bae Systems North America Welfare Benefit Trust

VendorServicesAmount paidDate
Pricewaterhousecoopers LLPTax accounting2018-11-13
██████ █████████ ███Actuarial Administration Services$2,202,4232017-12-01
███ ██████████ ███Actuarial Services$1,123,4052017-12-01
███████████ ███Administrative$128,3132017-12-01
█████ ███ █████ █████████Legal Services$327,6352017-12-01
█████████ ████ ███Wellness Program$279,9132017-12-01

Personnel at Bae Systems North America Welfare Benefit Trust

NameTitleCompensationMost recent data
D Scott HowatChairman Administration CMT-Feb. 8, 2019

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