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← WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN

Form 990 for tax year 2025

Filed by WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN.

Totals

Total revenue
$4,121,543,080
Total expenses
$4,082,640,872
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,120,579,765
Investment income
$963,315
Other revenue
$0
Total assets, end of year
$969,197,855
Total liabilities, end of year
$859,233,308
Net assets or fund balances, end of year
$109,964,547
Program services expenses (Part IX)
$4,082,640,872
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,082,640,872

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $3,045,192,957 · related or exempt $3,045,192,957

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $1,075,386,808 · related or exempt $1,075,386,808

  • 3 · Investment income

    total $963,315 · unrelated business $963,315

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,846,750,261 · program services $3,846,750,261

  • 11g · Fees: other

    total $235,890,611 · program services $235,890,611

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $105,082,359 · end of year $83,233,874

  • 4 · Accounts receivable

    beginning of year $550,942,982 · end of year $641,983,131

  • 15 · Other assets

    beginning of year $246,570,336 · end of year $243,980,850

  • 17 · Accounts payable and accrued expenses

    beginning of year $831,533,338 · end of year $859,233,308

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $71,062,339 · end of year $109,964,547

Mission and programs · 2025

Mission

TO RECEIVE CONTRIBUTIONS FROM WALMART INC. AND ITS ASSOCIATES (CURRENT AND FORMER EMPLOYEES) IN ORDER TO FUND AND ADMINISTER THE WALMART ASSOCIATES' HEALTH AND WELFARE PLAN.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE ASSOCIATES OF WALMART INC. IN THE UNITED STATES AND PUERTO RICO. THE ASSOCIATES' HEALTH AND WELFARE PLAN PRIMARILY PROVIDES MEDICAL, DENTAL AND OTHER BENEFITS TO ENROLLED PARTICIPANTS WITH CONTRIBUTIONS PROVIDED BY THE PLAN SPONSOR AND ENROLLED PARTICIPANTS.

  • PROVIDES HEALTH AND WELFARE BENEFITS TO ENROLLED ASSOCIATES AND DEPENDENTS INCLUDING MEDICAL, DENTAL, LIFE INSURANCE, AD&D INSURANCE, AND OTHER BENEFITS FOR OVER 1,300,000 ASSOCIATES DURING THE 2025 PLAN YEAR.

    Expenses $4,082,640,872 · Revenue $4,120,579,765

As filed on the 2025 return.

Listed in Part VII

  • JP MORGAN CHASE

    BANK TRUSTEE

    Total calculated
    $47,940
    From this org
    $47,940
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2025
Filed
17 August 2026
IRS schema version
2025v4.2
Source object
202642669349300434

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