Nonprofit · EIN 30-6454119
BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $126,842,998 | $127,095,829 | -$252,831 | $9,001,886 | $0 | $9,001,886 |
| December 31, 2023 | 990 | $119,071,395 | $117,765,678 | $1,305,717 | $9,254,717 | $0 | $9,254,717 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $126,353,834
- Investment income
- $484,939
- Other revenue
- $4,225
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $127,095,829
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $127,095,829
Balance sheet and other
- Total assets, start of year
- $9,254,717
- Total assets, end of year
- $9,001,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,001,886
- Gross unrelated business income
- $489,164
- Gross receipts
- $126,842,998
- Employees
- 0
- Year formed
- 2015
- 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 |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- Principal officer (990 for 2024)
- BANK OF AMERICA, 700 LOUISIANA ST FL 13, HOUSTON, TX 770022700
- Signed the 990
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
Mission
PROVIDE FOR SHORT-TERM DISABILITY BENEFITS WHICH PROTECT AGAINST AN INTERRUPTION IN A PARTICIPANT'S EARNING POWER.
Program accomplishments
- NONE
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
- 30-6454119
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $9,001,886
- Income (IRS master file)
- $126,842,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $126,842,998 | $127,095,829 | $9,001,886 | XML |
| 990 | December 2023 | $119,071,395 | $117,765,678 | $9,254,717 | XML |
| 990 | December 2022 | $112,905,601 | $111,267,601 | $7,949,000 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 30-6454119).
Questions about BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST
- What is the EIN of BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST?
- The employer identification number (EIN) of BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST is 30-6454119.
- Is BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BANK OF AMERICA SHORT-TERM DISABILITY PLAN 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 BANK OF AMERICA SHORT-TERM DISABILITY PLAN 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 BANK OF AMERICA SHORT-TERM DISABILITY PLAN 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 BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST?
- The 990 for the year ended December 31, 2024 names BANK OF AMERICA.
- Who are the officers and directors of BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $126,842,998, expenses of $127,095,829 and total assets of $9,001,886 at year end.
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