EIN 71-0569421

Walmart Associates' Health and Welfare Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
Year formed
1983
Most recent tax filings
2022-12-01
Description
A trust that provides health and welfare benefits to Walmart associates and dependents in the United States and Puerto Rico.
Also known as...
Wal-Mart Stores Associates' Health and Welfare Trust; Charles Mcswain Ttee
Total revenues
$3,242,798,666
2022
Total expenses
$3,242,519,445
2022
Total assets
$859,173,274
2022
Num. employees
0
2022

Program areas at Walmart 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 2022 plan year.

Who funds Walmart Associates' Health and Welfare Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Friends In Service Of Heroes$20,040
Odyssey OutreachGeneral Contribution$505
Mock FoundationGeneral$56

Personnel at Walmart Associates' Health and Welfare Trust

NameTitleCompensation
Adam StaviskySenior Vice President , Us Benefits$0
Jacquelin TelfairSenior Vice President Global Total Rewards and Perform.$0
Sally S WelbornAdministrative Committee Chairman$0

Financials for Walmart Associates' Health and Welfare Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$3,242,577,100
Investment income and dividends$221,566
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$3,242,798,666

Form 990s for Walmart Associates' Health and Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-10990View PDF
2021-122022-10-13990View PDF
2020-122021-10-20990View PDF
2019-122021-06-07990View PDF
2018-122019-11-22990OView PDF
...and 10 more Form 990s
Data update history
November 29, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2020
May 21, 2023
Received grants
Identified 1 new grant, including a grant for $20,040 from Friends In Service Of Heroes
May 18, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
508 SW 8th St
Bentonville, AR 72712
Metro area
Fayetteville-Springdale-Rogers, AR
County
Benton County, AR
Phone
(800) 421-1362
IRS details
EIN
71-0569421
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1983
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y30: Pension and Retirement Funds
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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