Cause IQ organization profile

Wal-Mart Stores Associates' Health and Welfare Trust

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 2018 they had $4.3 billion in revenue and $630 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. Provides health and welfare benefits to enrolled associates and dep...

Previous legal names or variations of their name include: Charles Mcswain Ttee.

Fiscal year end:
Revenue trends:
Asset trends:

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

Fiscal year endingDate received by IRSFormPDF link
2017-12Feb 21, 2019990View PDF
2016-12Mar 14, 2018990View PDF
2015-12Mar 2, 2017990OView PDF
2014-12Feb 8, 2016990OView PDF
2014-12Dec 29, 2015990OView PDF
...and four more Form 990 PDFs

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

Federated campaigns$0
Membership dues$0
Fundraising event contributions$0
Related organizations$0
Government grants (contributions)$0
Normal grants, contributions, etc.$0
Non-cash contributions$0
Program services$4,359,533,151
Investment income and dividends$117,953
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$4,359,651,104

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$10,635,1652017-12-01
██████ ███████ ████Administrative Services$2,904,0442017-12-01
██████ ██████████Administrative Services$58,642,6342017-12-01
██ ████ ███████████ █████ ██ ███Administrative Services$180,170,0902017-12-01

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

1Railroad Employees National Health and Welfare Plan Trust501(c)(9)$1.7 billionArlington, VA
2General Electric Insurance Plan Trust501(c)(9)$1.8 billionStamford, CT
3Kroger Health and Welfare Benefit TR for Collectively-Bargai501(c)(9)$1.1 billionCincinnati, OH
4American Postal Workers Union Health Plan (APWU)501(c)(9)$1.3 billionGlen Burnie, MD
5Jpmorgan Chase Veba Trust for Active Employees501(c)(9)$1.8 billionNew York, NY
6Central States SE & SW Areas Health & Welfare F501(c)(9)$3.5 billionRosemont, IL
7Ibm Medical Benefits Trust501(c)(9)$1.2 billionBrooklyn, NY
8Government Employees Health Association501(c)(9)$3.9 billionLees Summit, MO
91199seiu National Benefit Fund for Health and Human Service Employees501(c)(9)$1.6 billionNew York, NY
10The Boeing Company Veba Master Trust501(c)(9)$2.3 billionBrooklyn, NY
11At&t Veba Trust501(c)(9)$3.8 billionDallas, TX
12Wells Fargo & Co Employee Benefit Trust501(c)(9)$2.5 billionSan Francisco, CA
13Bankamerica Group Benefits Program Trust501(c)(9)$2.3 billionDallas, TX
14Michigan Education Special Services Association501(c)(9)$1.2 billionEast Lansing, MI
15Uaw Retiree Medical Benefits Trust501(c)(9)$4.2 billionDetroit, MI
16Building Service 32BJ Health Fund501(c)(9)$1.2 billionNew York, NY
17Capital District Physicians Health Plan (CDPHP)501(c)(4)$1.4 billionAlbany, NY
18Priority Health501(c)(4)$3.0 billionGrand Rapids, MI
19Tufts Associated Health Maintenance Organization501(c)(4)$2.5 billionWatertown, MA
20Health Partners Plans501(c)(4)$1.8 billionPhiladelphia, PA
21Delta Dental of Washington501(c)(4)$1.2 billionSeattle, WA

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