Cause IQ organization profile

Shell Medical Plan (020011641401)

Form 990s | Financials | Vendors | Peers

Shell Medical Plan (020011641401) is a fraternal society based in Phoenix, AZ that was founded in 1981. As of 2016 they had $571 million in revenue and $52 million in assets.

Provide certain health wellness accident life, disability, and other welfare benefits for eligible employees and their dependents. Provide certain health wellness accident life, disability, and other welfare benefits for eligible employees and their ...

Previous legal names or variations of their name include: 020011641401; Shell Med Plan Tr; and Shell Medical Plan Trust.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Shell Medical Plan (020011641401)

Fiscal year endingDate received by IRSFormPDF link
2016-12Dec 14, 2017990OView PDF
2015-12Nov 23, 2016990OView PDF
2014-12Dec 8, 2015990OView PDF
2013-12Dec 11, 2014990OView PDF
2012-12Nov 6, 2013990OView PDF
...and three more Form 990 PDFs

Financials for Shell Medical Plan (020011641401)

Federated campaigns
Membership dues
Fundraising event contributions
Related organizations
Government grants (contributions)
Normal grants, contributions, etc.
Non-cash contributions
Program services$571,050,547
Investment income and dividends$135,371
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$0
Total revenues$571,185,918

Vendors for Shell Medical Plan (020011641401)

VendorServicesAmount paidDate
Wells Fargo BankFoundation administration2015-12-01

Peer fraternal organizations

1United Food & Commercial Workers & Emps Arizona Health & Welfare TR501(c)(9)$150 millionPhoenix, AZ
2Teamsters Western Region and New Jersey Health Care Fund501(c)(9)$561 millionPhoenix, AZ
3Meijer Employee Benefits Plan and Trust501(c)(9)$252 millionGrand Rapids, MI
4Association of Washington Cities Employees Benefit Trust (Glenn A Johnson Chairman)501(c)(9)$216 millionOlympia, WA
5Marsh & McLennan Companies ER Funded Welfare Benefits Trust501(c)(9)$258 millionHoboken, NJ
6Baylor Health Care System Employee Benefit Trust501(c)(9)$470 millionDallas, TX
7Usaa Employee Benefit Association Medical Acctive Lives Trust501(c)(9)$386 millionSan Antonio, TX
8Deseret Healthcare Employee Benefits Trust501(c)(9)$353 millionSalt Lake Cty, UT
9Labor Alliance Managed Trust Fund (LAMT)501(c)(9)$166 millionPleasanton, CA
10Gpu Companies Health Care Plan for Nonbargaining Retirees501(c)(9)$159 millionBoston, MA
11Writers Guild-Industry Health Fund501(c)(9)$156 millionBurbank, CA
12United Technologies Corporation Employees Benefit Plan Trust501(c)(9)$667 millionNew York, NY
13Board of Education of Montgomery County Employee Benefit Trust Fund501(c)(9)$466 millionRockville, MD
14automatic data processing inc and subsidiaries empl welfare bnft tr501(c)(9)$367 millionRoseland, NJ
15Allegheny County Schools Health Insurance Consortium501(c)(9)$257 millionPittsburgh, PA
16Wisconsin Education Association Insurance Trust501(c)(9)$304 millionMadison, WI
17Bed Bath & Beyond Inc Employee Health Plan501(c)(9)$145 millionUnion, NJ
18Zeba Trust501(c)(9)$351 millionFramingham, MA
19American International Group Inc Comprehensive Med Expense BNFT PLN501(c)(9)$280 millionNew York, NY
20United Food and Commercial Workers Unions and Food Employers Benefit Fund501(c)(9)$581 millionCypress, CA
21Reta Trust c/o Gallagher Benefit Services of CA501(c)(9)$213 millionSan Francisco, CA
22Northern California General Teamsters Security Fund501(c)(9)$240 millionStockton, CA
23Life Care Centers of America Inc Associate Benefit Trust501(c)(9)$155 millionCleveland, TN
24Life and Health Benefits Plan of the American Red Cross501(c)(9)$214 millionWashington, DC
25National Railway Carriers & United Trans Union Health & Welfare Plan501(c)(9)$477 millionArlington, VA

Want more details?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

Request a demo and see Cause IQ in action!

Already a customer?

Log in to see a complete profile, including all key personnel, Form 990 PDF downloads, vendors, and organization reports.

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?
Schedule demo