BAE SYSTEMS NORTH AMERICA WELFARE BENEFIT TRUST

As filed

Subsection

09

NTEE code

Y43

Classification

1000

Street

2941 FAIRVIEW PARK DRIVE FLOOR 13

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• BAE SYSTEMS FUNDED RETIREE WELFARE BENEFIT TR

  EIN 04-6957993

Mission and programs · 2024

• THE EXEMPT PURPOSE OF THE TRUST IS TO FUND THE PAYMENT OF HEALTH AND WELFARE BENEFITS. THE AGGREGATE EXPENSE AMOUNT WAS PRIMARILY FOR THE PAYMENT OF HEALTH AND WELFARE BENEFITS, WITH THE REMAINDER BEING PAYMENT OF ADMINISTRATIVE EXPENSES RELATED TO THE TRUST'S EXEMPT PURPOSE. THE REVENUE RECEIVED BY THE TRUST WAS PRIMARILY EMPLOYER AND PARTICIPANT CONTRIBUTIONS, WITH THE REMAINDER BEING INVESTMENT INCOME, REBATES, AND REFUNDS FROM INSURANCE CARRIERS, AND TRANSFERS FROM OTHER TRUSTS TO FUND PLAN LIABILITIES TRANSFERRED TO THIS TRUST.

  Expenses $532,676,447 · Revenue $532,739,770

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $534,243,661

  Expenses

  $537,974,507

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $451,823,820

  Expenses

  $469,517,606

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $418,677,030

  Expenses

  $420,965,346

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $370,352,777

  Expenses

  $368,710,796

  Assets (EOY)

  $56,869,441

• 2020 · 990

  Revenue

  $377,859,170

  Expenses

  $366,469,320

  Assets (EOY)

  $32,861,780

• 2019 · 990

  Revenue

  $375,571,809

  Expenses

  $366,961,383

  Assets (EOY)

  $21,471,930

• 2018 · 990

  Revenue

  $329,096,508

  Expenses

  $334,071,489

  Assets (EOY)

  $12,861,504

• 2017 · 990

  Revenue

  $311,947,655

  Expenses

  $304,528,385

  Assets (EOY)

  $17,836,485

• 2016 · 990

  Revenue

  $326,199,719

  Expenses

  $334,405,715

  Assets (EOY)

  $10,417,215

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files