Nonprofit · EIN 26-1187254
AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST
Tax-exempt · INDIANAPOLIS, IN 46206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $39,046,486 | $37,897,382 | $1,149,104 | $6,997,961 | $3,879,350 | $3,118,611 |
| December 31, 2023 | 990 | $37,965,951 | $37,187,995 | $777,956 | $6,510,810 | $4,541,303 | $1,969,507 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $39,046,486
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $35,170,699
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $6,510,810
- Total assets, end of year
- $6,997,961
- Total liabilities, end of year
- $3,879,350
- Net assets, end of year
- $3,118,611
- Gross receipts
- $39,046,486
- Employees
- 0
- Year formed
- 2008
- State of legal domicile
- IN
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW MICHIE | TRUSTEE Trustee or director | 0 | $0 |
| CHRIS POHL | TRUSTEE Trustee or director | 0 | $0 |
| CAROLYN ESTRADA | TRUSTEE Trustee or director | 0 | $0 |
| STEPHEN PEARSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW MICHIE | TRUSTEE Trustee or director | 0 | $0 |
| CHRIS POHL | TRUSTEE Trustee or director | 0 | $0 |
| KARIN W SARRATT | TRUSTEE (END 3/23) Trustee or director | 0 | $0 |
| CAROLYN ESTRADA | TRUSTEE (BEGAN 3/23) Trustee or director | 0 | $0 |
| STEPHEN PEARSON | TRUSTEE (BEGAN 3/23) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 368, INDIANAPOLIS, IN 46206-0368
- In care of
- % PLAN ADMINISTRATOR
- Principal officer (990 for 2024)
- STEPHEN PEARSON, ONE AMERICAN SQUARE PO BOX, INDIANAPOLIS, IN 462060368
- Signed the 990
- STEPHEN PEARSON, VP, TLT REWDS & HRIS
- Phone
- (317) 285-5001
- Return prepared by
- Forvis Mazars LLP
Mission
PROVIDE COVERED LIFE, SICKNESS, ACCIDENT AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES.
Program accomplishments
- THE SOLE PURPOSE AND ACTIVITY OF THIS TRUST IS TO PROVIDE COVERED LIFE HEALTH, ACCIDENT AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1187254
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $6,997,961
- Income (IRS master file)
- $39,046,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $39,046,486 | $37,897,382 | $6,997,961 | XML |
| 990 | December 2023 | $37,965,951 | $37,187,995 | $6,510,810 | XML |
| 990 | December 2022 | $33,855,086 | $35,399,159 | $5,888,589 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 26-1187254).
Questions about AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST
- What is the EIN of AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST?
- The employer identification number (EIN) of AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST is 26-1187254.
- Is AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS 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 AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS 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 AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS 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 AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names STEPHEN PEARSON.
- Who are the officers and directors of AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $39,046,486, expenses of $37,897,382 and total assets of $6,997,961 at year end.
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