Nonprofit · EIN 43-1601369
ASCENSION WELFARE BENEFITS TRUST
Tax-exempt · SAINT LOUIS, MO 63145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $191,430,760 | $178,165,761 | $13,264,999 | $172,410,669 | $89,698,054 | $82,712,615 |
| December 31, 2023 | 990 | $215,884,922 | $211,402,529 | $4,482,393 | $202,728,372 | $131,063,770 | $71,664,602 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $178,888,229
- Investment income
- $12,524,702
- Net gain from sales of assets
- -$601,339
- Other revenue
- $17,829
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $167,160,136
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $202,728,372
- Total assets, end of year
- $172,410,669
- Total liabilities, end of year
- $89,698,054
- Net assets, end of year
- $82,712,615
- Publicly traded securities
- $164,779,890
- Gross receipts
- $915,082,646
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1992
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 5 | $83,896 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 5 | $73,319 |
Address and contacts
- Address (IRS master file)
- PO BOX 45998, SAINT LOUIS, MO 63145-5998
- In care of
- % DAUGHTERS OF CHARITY
- Principal officer (990 for 2024)
- KERRY BRUNNER, 4600 EDMUNDSON ROAD, ST LOUIS, MO 631343806
- Signed the 990
- JENNIFER RICHTER, ASSOCIATE VICE PRESIDENT, TAX
- Phone
- (314) 733-8000
- Return prepared by
- Deloitte Tax LLP
Mission
TO RECEIVE, HOLD & INVEST CONTRIBUTIONS FOR EMPLOYEE DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, VISION, POSTRETIREMENT HEALTH CARE AND EMPLOYEE ASSISTANCE BENEFIT PLANS.
Program accomplishments
- NATIONAL HEALTHCARE PLAN PROVIDES DENTAL, VISION, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND EMPLOYEE ASSISTANCE PROGRAMS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS, AS WELL AS RETIREE MEDICAL BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS.
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
- 43-1601369
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $172,410,669
- Income (IRS master file)
- $915,082,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $191,430,760 | $178,165,761 | $172,410,669 | XML |
| 990 | December 2023 | $215,884,922 | $211,402,529 | $202,728,372 | XML |
| 990 | December 2022 | $203,696,553 | $185,137,932 | $194,842,513 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 43-1601369).
Questions about ASCENSION WELFARE BENEFITS TRUST
- What is the EIN of ASCENSION WELFARE BENEFITS TRUST?
- The employer identification number (EIN) of ASCENSION WELFARE BENEFITS TRUST is 43-1601369.
- Is ASCENSION WELFARE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to ASCENSION WELFARE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASCENSION 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 ASCENSION 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 ASCENSION 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 ASCENSION WELFARE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names KERRY BRUNNER.
- Who are the officers and directors of ASCENSION WELFARE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $83,896 (NORTHERN TRUST COMPANY, TRUSTEE).
- How much revenue does ASCENSION WELFARE BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $191,430,760, expenses of $178,165,761 and total assets of $172,410,669 at year end.
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