Nonprofit · EIN 30-6599079
BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $219,185,648 | $228,368,132 | -$9,182,484 | $88,108,218 | $0 | $88,108,218 |
| December 31, 2023 | 990 | $198,807,855 | $208,461,598 | -$9,653,743 | $97,290,702 | $0 | $97,290,702 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $214,000,864
- Investment income
- $5,184,784
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $228,368,132
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $228,368,132
Balance sheet and other
- Total assets, start of year
- $97,290,702
- Total assets, end of year
- $88,108,218
- Total liabilities, end of year
- $0
- Net assets, end of year
- $88,108,218
- Gross unrelated business income
- $5,184,784
- Gross receipts
- $219,185,648
- Employees
- 0
- Year formed
- 2017
- State of legal domicile
- TX
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 |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NATIONAL
- Principal officer (990 for 2024)
- BANK OF AMERICA NA, 800 CAPITOL ST SUITE 1700, HOUSTON, TX 770022902
- Signed the 990
- BANK OF AMERICA N A, TRUSTEE
- Phone
- (888) 866-3275
Mission
PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- NONE
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
- 30-6599079
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $88,108,218
- Income (IRS master file)
- $219,185,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $219,185,648 | $228,368,132 | $88,108,218 | XML |
| 990 | December 2023 | $198,807,855 | $208,461,598 | $97,290,702 | XML |
| 990 | December 2022 | $208,432,444 | $218,861,752 | $106,944,445 | 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 30-6599079).
Questions about BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM
- What is the EIN of BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM?
- The employer identification number (EIN) of BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM is 30-6599079.
- Is BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM 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 BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM 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 BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM 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 BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM?
- The 990 for the year ended December 31, 2024 names BANK OF AMERICA NA.
- Who are the officers and directors of BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $219,185,648, expenses of $228,368,132 and total assets of $88,108,218 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST EIN 75-1848557 · last filed 990 for 2024
- AT&T CORP MANAGEMENT & NONREPRESENT EMPLOYEES POSTRETIREMENT WELFARE EIN 10-0001927 · last filed 990 for 2024
- BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST EIN 30-6454119 · last filed 990 for 2024
- MELWOOD HC FRINGE BENEFIT TR EIN 46-7095189 · last filed 990 for 2025
- PALMETTO GOODWILL SERVICES HEALTH AND WELFARE TRUST EIN 26-0002371 · last filed 990 for 2024
- ARCTIC SLOPE REGIONAL CORPORATION EMPLOYEE BENEFIT TRUST EIN 45-6194615 · last filed 990 for 2025
- MAVERICK CAPITAL LTD EMPLOYEE BENEFIT TR EIN 41-2066510 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Mutual and membership benefit