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Nonprofit · EIN 43-1172728

GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR

Also known as SHANE BERG

Tax-exempt · RESTON, VA 20190

Financials

$19.1M$19.1M2023$20.2M$20.2M2024$20.6M$20.5M2025
Revenue Expenses · by fiscal year end
Financials of GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$20,587,723$20,543,346$44,377$10,063,238$28,818$10,034,420
December 31, 2024990$20,231,402$20,173,161$58,241$10,017,814$60,357$9,957,457
December 31, 2023990$19,142,289$19,130,604$11,685$10,062,868$242,239$9,820,629
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$20,147,347
Investment income
$440,376
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$35,266
Compensation of officers, directors and key employees
$15,640
Salaries, compensation and benefits (total)
$15,640
Professional fundraising fees
$0
Accounting fees
$84,513

Balance sheet and other

Total assets, start of year
$10,017,814
Total assets, end of year
$10,063,238
Total liabilities, end of year
$28,818
Net assets, end of year
$10,034,420
Publicly traded securities
$10,015,121
Gross unrelated business income
$440,376
Gross receipts
$20,587,723
Employees
0
Volunteers
0
Year formed
1977
State of legal domicile
WI

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.

NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
0$15,640
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
0$17,284
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
0$15,311

Address and contacts

Address (IRS master file)
11011 SUNSET HILLS RD, RESTON, VA 20190-5311
In care of
% NORTHERN TRUST CO
Principal officer (990 for 2025)
SHANE BERG, 11011 SUNSET HILLS ROAD, RESTON, VA 20190
Signed the 990
BETSY L CAMPBELL, SR. VICE PRESIDENT
Phone
(703) 876-3000
Return prepared by
ERNST & YOUNG US LLP

Mission

PROVIDE LONG-TERM DISABILITY BENEFITS

990 for the year ended December 31, 2025

Program accomplishments

  • EMPLOYEE LONG-TERM DISABILITY BENEFITS ARE PROVIDED UNDER THIS PLAN.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-1172728
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,063,238
Income (IRS master file)
$20,587,723

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$20,587,723$20,543,346$10,063,238XML
990December 2024$20,231,402$20,173,161$10,017,814XML
990December 2023$19,142,289$19,130,604$10,062,868XML
990December 2022$18,126,589$18,403,068$9,937,715IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 43-1172728).

Questions about GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR

What is the EIN of GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR?
The employer identification number (EIN) of GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR is 43-1172728.
Is GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
Are donations to GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR 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 GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR 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 GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR 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 GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR?
The 990 for the year ended December 31, 2025 names SHANE BERG.
Who are the officers and directors of GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,640 (THE NORTHERN TRUST COMPANY, TRUSTEE).
How much revenue does GENERAL DYNAMICS CORP EMPLOYEE BENEFIT WELFARE TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $20,587,723, expenses of $20,543,346 and total assets of $10,063,238 at year end.

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