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: Shell Med Plan Trust; and 020011641401.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Shell Medical Plan

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

Federated campaigns
Membership dues
Fundraising event contributions
Related organizations
Government grants (contributions)
Normal grants, contributions, etc.
Non-cash contributions
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 administration2016-12-01

Peer fraternal organizations

1Affiliated Computers Services Funded Welfare Benefit Plan501(c)(9)$245 millionFlorham Park, NJ
2Jpmorgan Chase Bank Veba Trust for Retirees501(c)(9)$674 millionNew York, NY
3Jacobs Engineering Group Medical Plan Trust501(c)(9)$167 millionDallas, TX
4Fluor Employee Benefit Trust-Veba501(c)(9)$167 millionIrving, TX
5Geico Corporation Welfare Plans Trust501(c)(9)$361 millionPittsburgh, PA
6Koch Industries Employee Group Benefit Trust501(c)(9)$184 millionAtlanta, GA
7Eaton Corporation Voluntary Employee Beneficiary Association501(c)(9)$302 millionBrooklyn, OH
8NECA-Ibew Welfare Trust Fund501(c)(9)$162 millionDecatur, IL
9The Travelers Companies501(c)(9)$398 millionSt Paul, MN
10Nationwide Insurance Companies and Affiliates Employee Health Care Trust501(c)(9)$454 millionColumbus, OH
11Carrier - Ila Container Royalty Fund501(c)(9)$164 millionLyndhurst, NJ
12Yale New Haven Health SRV Corp Vol Emp Benefit Assc Pl Trust501(c)(9)$214 millionProvidence, RI
13Burlington Northern Santa Fe Corp Welfare Benefit Trust501(c)(9)$146 millionFort Worth, TX
14United Parcel Service Health and Welfare Plan Trust501(c)(9)$228 millionAtlanta, GA
15W W Grainger Group Benefit Trust501(c)(9)$171 millionLake Forest, IL
16SEIU Healthcare NW Health Benefits Trust501(c)(9)$239 millionSeattle, WA
17Nissan North America Voluntary Employees Beneficiary Association501(c)(9)$217 millionFranklin, TN
18Ads Alliance Data Systems Employee Benefits Trust501(c)(9)$148 millionColumbus, OH
19United Parcel Service Veba Ups Health and Welfare Plan501(c)(9)$797 millionAtlanta, GA
20CNH Welfare Benefit Trust501(c)(9)$236 millionRacine, WI
21Employees of Municipal and Other Pub- Lic Employers of Me Health Ins Trust501(c)(9)$152 millionAugusta, ME
22Costco Wholesale Corporation Voluntary Employee Benefit Trust501(c)(9)$953 millionIssaquah, WA
23CHS Community Health Systems Veba Trust501(c)(9)$885 millionFranklin, TN
24General Electric Insurance Plan Trust501(c)(9)$1.8 billionStamford, CT
25Kroger Health and Welfare Benefit TR for Collectively-Bargai501(c)(9)$1.2 billionCincinnati, OH

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