Cause IQ organization profile

Wal-Mart Stores Associates' Health and Welfare Trust

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

Wal-Mart Stores Associates' Health and Welfare Trust is a pension or retirement fund based in Bentonville, AR that was founded in 1983. As of 2019 they had $4.0 billion in revenue and $675 million in assets.

To receive contributions from Wal-Mart Stores, Inc. and its associates (current and former employees) in order to fund and administer the Wal-Mart Associates' Health and Welfare plan. To provide Health and Welfare benefits to eligible associates of Wa...

Previous legal names or variations of their name include: Walmart Associates Health And Welfare Plan; and Charles Mcswain Ttee.

EIN:
71-0569421
City:
State:
Metro:
Founded:
1983
Type:
501(c)(9)
NTEE:
Revenue:
$4,063,118,340
Assets:
$675,469,369
Employees:
0
Fiscal year end:
December
Revenue trends:
Asset trends:

Program areas at Wal-Mart Stores Associates' Health and Welfare Trust

Provides Health and Welfare benefits to enrolled associates and dependents including medical, dental, life insurance, ad&d insurance, and other benefits for over 1,300,000 associates during the 2017 plan year.

Form 990s for Wal-Mart Stores Associates' Health and Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2018-12Nov 22, 2019990OView PDF
2017-12Feb 21, 2019990View PDF
2016-12Mar 14, 2018990View PDF
2015-12Mar 2, 2017990OView PDF
2014-12Feb 8, 2016990OView PDF
...and six more Form 990 PDFs

Financials for Wal-Mart Stores Associates' Health and Welfare Trust

Field2018
Total grants, contributions, etc.$0
Program services$4,061,566,060
Investment income and dividends$1,552,280
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$4,063,118,340

Vendors for Wal-Mart Stores Associates' Health and Welfare Trust

VendorServicesAmount paidDate
Hogantaylor LLPTax accounting2018-10-30
█████ ███Administrative Services$52,494,4662017-12-01
██████ ██████████Administrative Services$58,642,6342017-12-01
██ ████ ███████████ █████ ██ ███Administrative Services$180,170,0902017-12-01
█████ ██████ ██ ████████Administrative Services$10,635,1652017-12-01
██████ ███████ ████Administrative Services$2,904,0442017-12-01

Personnel at Wal-Mart Stores Associates' Health and Welfare Trust

NameTitleCompensationMost recent data
Adam StaviskyAdministrative Committee-Feb. 5, 2019
Jacquelin TelfairSenior Vice President Global Total Rewards and Perform.$0Jan. 29, 2018
█████ █ ███████Administrative Committee Chairman$0March 2, 2017

Peer pension and retirement funds

 NameTypeRevenueLocation
1Wells Fargo & Co Employee Benefit Trust501(c)(9)$2.6 billionSan Francisco, CA
2American Postal Workers Union Health Plan (APWU)501(c)(9)$1.3 billionGlen Burnie, MD
3Railroad Employees National Health and Welfare Plan501(c)(9)$1.7 billionArlington, VA
4Central States SE and SW Areas Health and Welfare Fund501(c)(9)$3.7 billionChicago, IL
5At&t Veba Trust501(c)(9)$3.4 billionDallas, TX
6Jpmorgan Chase Veba Trust for Active Employees501(c)(9)$1.9 billionNew York, NY
7Pennsylvania Employees Benefit Trust Fund501(c)(9)$1.0 billionHarrisburg, PA
8General Electric Insurance Plan Trust501(c)(9)$1.5 billionStamford, CT
9The Boeing Company Veba Master Trust501(c)(9)$2.4 billionBrooklyn, NY
10Bank of America Group Benefits Program Trust501(c)(9)$2.2 billionDallas, TX
11Kroger Health and Welfare Trust for Collectively Bar Empl501(c)(9)$1.2 billionCincinnati, OH
12Government Employees Health Association501(c)(9)$4.2 billionLees Summit, MO
131199seiu National Benefit Fund for Health and Human Service Employees501(c)(9)$1.5 billionNew York, NY
14Unite Here Health501(c)(9)$1.0 billionAurora, IL
15Uaw Retiree Medical Benefits Trust501(c)(9)$5.0 billionDetroit, MI
16Eli Lilly and Master Trust for Post-Retirement Medical Benefits501(c)(9)$1.1 billionIndianapolis, IN
17Ibm Medical Benefits Trust501(c)(9)$1.2 billionBrooklyn, NY
18Building Service 32BJ Health Fund501(c)(9)$1.4 billionNew York, NY
19Knights of Columbus - Supreme Council501(c)(8)$2.4 billionNew Haven, CT
20Thrivent Financial for Lutherans501(c)(8)$9.5 billionMinneapolis, MN
21Capital District Physicians Health Plan (CDPHP)501(c)(4)$1.5 billionAlbany, NY
22Independent Health Association501(c)(4)$1.4 billionBuffalo, NY
23SelectHealth501(c)(4)$3.2 billionMurray, UT
24Tufts Health Public Plans501(c)(4)$2.1 billionWatertown, MA
25Modern Woodmen of America501(c)(8)$1.6 billionRock Island, IL