Nonprofit · EIN 75-1848557
BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST
Tax-exempt · DALLAS, TX 75246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $698,702,739 | $660,297,512 | $38,405,227 | $71,572,040 | $15,415,459 | $56,156,581 |
| December 31, 2023 | 990 | $677,383,731 | $683,992,621 | -$6,608,890 | $34,799,534 | $17,048,180 | $17,751,354 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $696,721,291
- Investment income
- $1,981,448
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $566,438,840
- Compensation of officers, directors and key employees
- $6,380
- Salaries, compensation and benefits (total)
- $6,380
- Professional fundraising fees
- $0
- Accounting fees
- $372,371
Balance sheet and other
- Total assets, start of year
- $34,799,534
- Total assets, end of year
- $71,572,040
- Total liabilities, end of year
- $15,415,459
- Net assets, end of year
- $56,156,581
- Gross receipts
- $698,702,739
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1982
- 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 |
|---|---|---|---|
| US Bank | N.A. Institutional trustee | 2 | $6,380 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilmington Trust NA | Trustee Institutional trustee | 2 | $3,100 |
Address and contacts
- Address (IRS master file)
- 301 N WASHINGTON AVE, DALLAS, TX 75246-1754
- In care of
- % ANDREW B HARVEY
- Principal officer (990 for 2024)
- Cristi Lockett, 301 N Washington Avenue, Dallas, TX 75246
- Signed the 990
- Cristi Lockett, EVP Chief HR Officer
- Phone
- (214) 820-4135
Mission
None
Program accomplishments
- Provides healthcare, survivor and disability, and other benefits to employees of Baylor Scott & White Health and its affiliates.
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
- 75-1848557
- 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)
- $71,572,040
- Income (IRS master file)
- $698,702,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $698,702,739 | $660,297,512 | $71,572,040 | IRS |
| 990 | December 2023 | $677,383,731 | $683,992,621 | $34,799,534 | XML |
| 990 | December 2022 | $567,643,324 | $591,998,659 | $41,791,875 | 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 75-1848557).
Questions about BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST
- What is the EIN of BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST is 75-1848557.
- Is BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BAYLOR HEALTH CARE SYSTEMS EMPLOYEE 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 BAYLOR HEALTH CARE SYSTEMS EMPLOYEE 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 BAYLOR HEALTH CARE SYSTEMS EMPLOYEE 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 BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names Cristi Lockett.
- Who are the officers and directors of BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $6,380 (US Bank, N.A.).
- How much revenue does BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $698,702,739, expenses of $660,297,512 and total assets of $71,572,040 at year end.
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