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Nonprofit · EIN 23-7115362

BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST

Also known as BECHTEL VEBA TRUST

Tax-exempt · GLENDALE, AZ 85312

Financials

$108.9M$108.6M2023$125.9M$127.4M2024
Revenue Expenses · by fiscal year end
Financials of BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$125,882,661$127,369,856-$1,487,195$10,953,879$0$10,953,879
December 31, 2023990$108,922,244$108,565,904$356,340$12,429,800$0$12,429,800
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$119,770,204
Investment income
$441,404
Other revenue
$5,671,053

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$124,037,782
Compensation of officers, directors and key employees
$6,520
Salaries, compensation and benefits (total)
$6,520
Professional fundraising fees
$0
Accounting fees
$60,900

Balance sheet and other

Total assets, start of year
$12,429,800
Total assets, end of year
$10,953,879
Total liabilities, end of year
$0
Net assets, end of year
$10,953,879
Publicly traded securities
$6,444,069
Gross unrelated business income
$441,404
Gross receipts
$125,882,661
Employees
0
Volunteers
0
Year formed
2006
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$6,520
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$6,101

Address and contacts

Address (IRS master file)
PO BOX 7700, GLENDALE, AZ 85312-7700
In care of
% FIONA ROBINSON
Principal officer (990 for 2024)
THE NORTHERN TRUST COMPANY, PO BOX 804358, CHICAGO, IL 60680
Signed the 990
ALEXANDRA ANDALON, 2ndVP Northern Trust
Phone
(602) 368-0234
Return prepared by
ERNST & YOUNG US LLP

Mission

PROVIDING MEDICAL AND DENTAL BENEFITS FOR ITS MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • Providing Medical and Dental Benefits For Its Members.0

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7115362
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1971
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,953,879
Income (IRS master file)
$125,882,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$125,882,661$127,369,856$10,953,879XML
990December 2023$108,922,244$108,565,904$12,429,800XML
990December 2022$91,879,646$93,708,470$12,049,423IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7115362).

Questions about BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST

What is the EIN of BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST?
The employer identification number (EIN) of BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST is 23-7115362.
Is BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1971.
Are donations to BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names THE NORTHERN TRUST COMPANY.
Who are the officers and directors of BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $6,520 (THE NORTHERN TRUST COMPANY, TRUSTEE).
How much revenue does BECHTEL EMPLOYEES DISABILITY AND MEDICAL BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $125,882,661, expenses of $127,369,856 and total assets of $10,953,879 at year end.

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