Cause IQ organization profile

Shell Medical Plan

Form 990s | Financials | Vendors | Peers

Shell Medical Plan is a fraternal society based in Phoenix, AZ that was founded in 1981. As of 2018 they had $579 million in revenue and $61 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.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Shell Medical Plan

Fiscal year endingDate received by IRSFormPDF link
2017-12Mar 4, 2019990OView PDF
2016-12Dec 14, 2017990OView PDF
2015-12Nov 23, 2016990OView PDF
2014-12Dec 8, 2015990OView PDF
2013-12Dec 11, 2014990OView PDF
...and four more Form 990 PDFs

Financials for Shell Medical Plan

Total grants, contributions, etc.$0
Program services$579,349,612
Investment income and dividends$611,357
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$340
Total revenues$579,961,309

Vendors for Shell Medical Plan

VendorServicesAmount paidDate
Wells Fargo BankFoundation administration2017-12-01

Peer fraternal organizations

1Teamsters Western Region and New Jersey Health Care Fund501(c)(9)$722 millionPhoenix, AZ
2United Food and Commercial Workers and Employers Arizona Health and Welfare Trust501(c)(9)$183 millionPhoenix, AZ
3Marsh & McLennan Companies ER Funded Welfare Benefits Trust501(c)(9)$258 millionHoboken, NJ
4Jpmorgan Chase Bank Veba Trust for Retirees501(c)(9)$674 millionNew York, NY
5Allegheny County Schools Health Insurance Consortium501(c)(9)$258 millionPittsburgh, PA
6Ufcw and Employers Benefit Trust501(c)(9)$584 millionConcord, CA
7Oregon Teamster Employers Trust501(c)(9)$195 millionPortland, OR
8Washington Teamsters Welfare Trust501(c)(9)$310 millionSeattle, WA
9Labor Alliance Managed Trust Fund (LAMT)501(c)(9)$166 millionPleasanton, CA
10Reta Trust501(c)(9)$250 millionSan Francisco, CA
11CNH Welfare Benefit Trust501(c)(9)$236 millionRacine, WI
12Meijer Employee Benefits Plan and Trust501(c)(9)$252 millionGrand Rapids, MI
13Nationwide Insurance Companies and Affiliates Employee Health Care Trust501(c)(9)$454 millionColumbus, OH
14Suntrust Banks Employee Welfare Trust501(c)(9)$241 millionAtlanta, GA
15Group Health Program National Telecommunications Cooperative Association501(c)(9)$320 millionArlington, VA
16Geico Corporation Welfare Plans Trust501(c)(9)$361 millionPittsburgh, PA
17Bucks and Montgomery County Schools Health Care Consortium501(c)(9)$172 millionDoylestown, PA
18Employees of Municipal and Other Pub- Lic Employers of Me Health Ins Trust501(c)(9)$152 millionAugusta, ME
19Yale New Haven Health SRV Corp Vol Emp Benefit Assc Pl Trust501(c)(9)$214 millionProvidence, RI
20AAFES Retiree VEBA501(c)(9)$176 millionDallas, TX
21Affiliated Computers Services Funded Welfare Benefit Plan501(c)(9)$245 millionFlorham Park, NJ
22Teamsters Benefit Trust501(c)(9)$348 millionFremont, CA
23Nissan North America Voluntary Employees Beneficiary Association501(c)(9)$217 millionFranklin, TN
24Jacobs Engineering Group Medical Plan Trust501(c)(9)$167 millionDallas, TX
25Automatic Data Processing and Subsidiaries Empl Welfare BNFT Trust501(c)(9)$384 millionRoseland, NJ

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