Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-6721125

BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST

Tax-exempt · FORT WORTH, TX 76131

Financials

$118M$116M2023$112M$108.4M2024
Revenue Expenses · by fiscal year end
Financials of BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$111,978,595$108,393,243$3,585,352$11,338,864$0$11,338,864
December 31, 2023990$117,988,822$115,960,265$2,028,557$7,753,512$0$7,753,512
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$111,753,605
Investment income
$224,990
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$104,090,107
Compensation of officers, directors and key employees
$20,000
Salaries, compensation and benefits (total)
$20,000
Professional fundraising fees
$0
Program services (functional)
$104,090,107
Management and general (functional)
$4,303,136

Balance sheet and other

Total assets, start of year
$7,753,512
Total assets, end of year
$11,338,864
Total liabilities, end of year
$0
Net assets, end of year
$11,338,864
Gross receipts
$111,978,595
Employees
0
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.

NameTitleHours / weekCompensationOther / benefits
Northern TrustTrustee
Institutional trustee
40$0$20,000
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationOther / benefits
Nothern TrustTrustee
Institutional trustee
40$0$20,000

Address and contacts

Address (IRS master file)
2301 LOU MENK DRIVE - HR/GOB - G3W, FORT WORTH, TX 76131-2825
In care of
% KEVIN MURDOCH
Principal officer (990 for 2024)
Northern Trust, 333 S Wabach Avenue Ste Ste Ste W-4, Chicago, IL 60604
Signed the 990
KEVIN MURDOCH, Vice President
Phone
(817) 352-1667

Mission

The sole purpose of the trust is to act as a funding vehicle for the plan or plans established to provide group health & welfare benefits for the employees of participating companies covered by the plan(s).

990 for the year ended December 31, 2024

Program accomplishments

  • The sole purpose of the trust is to act as a funding vehicle for the plan or plans established to provide group health & welfare benefits for the employees of participating companies covered by the plan(s).
    Expenses $108,393,243 · revenue $111,978,595

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
36-6721125
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$11,338,864
Income (IRS master file)
$111,978,595

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$111,978,595$108,393,243$11,338,864XML
990December 2023$117,988,822$115,960,265$7,753,512XML
990December 2022$120,228,382$122,069,519$5,934,548IRS
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 36-6721125).

Questions about BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST

What is the EIN of BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST?
The employer identification number (EIN) of BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST is 36-6721125.
Is BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
Which annual return does BURLINGTON NORTHERN SANTA FE CORP WELFARE 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 BURLINGTON NORTHERN SANTA FE CORP WELFARE 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 BURLINGTON NORTHERN SANTA FE CORP WELFARE 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 BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Northern Trust.
Who are the officers and directors of BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $111,978,595, expenses of $108,393,243 and total assets of $11,338,864 at year end.

Other nonprofits in FORT WORTH

All nonprofits in FORT WORTH · Texas