Nonprofit · EIN 36-7092207
HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST
Tax-exempt · RICHARDSON, TX 75082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,243,319 | $2,271,342 | $5,971,977 | $306,177,851 | $0 | $306,177,851 |
| December 31, 2024 | 990 | $6,525,487 | $1,931,429 | $4,594,058 | $272,418,568 | $0 | $272,418,568 |
| December 31, 2023 | 990 | $7,631,663 | $2,091,740 | $5,539,923 | $246,796,457 | $0 | $246,796,457 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $8,243,319
- Net gain from sales of assets
- -$687,004
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $41,415
- Salaries, compensation and benefits (total)
- $41,415
- Professional fundraising fees
- $0
- Accounting fees
- $65,885
Balance sheet and other
- Total assets, start of year
- $272,418,568
- Total assets, end of year
- $306,177,851
- Total liabilities, end of year
- $0
- Net assets, end of year
- $306,177,851
- Publicly traded securities
- $302,143,385
- Gross unrelated business income
- $5,931,656
- Gross receipts
- $48,564,314
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1997
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 40 | $41,415 |
| HCSC PLAN ADMINISTRATIVE COMM | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 40 | $41,484 |
| HCSC PLAN ADMINISTRATIVE COMM | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 40 | $33,747 |
| HCSC PLAN ADMINISTRATIVE COMM | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 E LOOKOUT DR, RICHARDSON, TX 75082-4144
- In care of
- % THE NORTHERN TRUST COMPANY
- Principal officer (990 for 2025)
- GENE GEORGE, 1001 E LOOKOUT DRIVE, RICHARDSON, TX 75082
- Signed the 990
- GENE GEORGE, TRUSTEE
- Phone
- (972) 766-6192
- Return prepared by
- DELOITTE TAX LLP
Mission
TRUST EXISTS TO PROVIDE ACCUMULATED FUNDING FOR FUTURE POST RETIREMENT HEALTH CARE RELATED COVERAGE FOR A PORTION OF THE SPONSORING COMPANIES RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- TRUST EXISTS TO PROVIDE ACCUMULATED FUNDING FOR FUTURE POST RETIREMENT HEALTH CARE RELATED COVERAGE FOR A PORTION OF THE SPONSORING COMPANIES RETIREES AND THEIR DEPENDENTS.Expenses $2,271,342 · revenue $8,243,319
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 | 990 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
- 36-7092207
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $306,177,851
- Income (IRS master file)
- $48,564,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,243,319 | $2,271,342 | $306,177,851 | IRS |
| 990 | December 2024 | $6,525,487 | $1,931,429 | $272,418,568 | XML |
| 990 | December 2023 | $7,631,663 | $2,091,740 | $246,796,457 | XML |
| 990 | December 2022 | $4,537,259 | $1,172,910 | $216,899,136 | 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 36-7092207).
Questions about HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST
- What is the EIN of HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST is 36-7092207.
- Is HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH CARE SERVICE CORPORATION EMPLOYEES 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 HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2025 names GENE GEORGE.
- Who are the officers and directors of HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $41,415 (THE NORTHERN TRUST COMPANY, TRUSTEE).
- How much revenue does HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,243,319, expenses of $2,271,342 and total assets of $306,177,851 at year end.
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