Nonprofit · EIN 71-0569421
WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN
Also known as CHARLES MCSWAIN TTEE
Tax-exempt · BENTONVILLE, AR 72716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,121,543,080 | $4,082,640,872 | $38,902,208 | $969,197,855 | $859,233,308 | $109,964,547 |
| December 31, 2024 | 990 | $3,737,153,584 | $3,738,034,599 | -$881,015 | $902,595,677 | $831,533,338 | $71,062,339 |
| December 31, 2023 | 990 | $3,525,964,336 | $3,522,678,833 | $3,285,503 | $890,109,833 | $818,166,479 | $71,943,354 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,120,579,765
- Investment income
- $963,315
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,846,750,261
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,082,640,872
Balance sheet and other
- Total assets, start of year
- $902,595,677
- Total assets, end of year
- $969,197,855
- Total liabilities, end of year
- $859,233,308
- Net assets, end of year
- $109,964,547
- Gross unrelated business income
- $963,315
- Gross receipts
- $4,121,543,080
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- State of legal domicile
- AR
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 |
|---|---|---|---|
| JP MORGAN CHASE | BANK TRUSTEE Institutional trustee | 40 | $47,940 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | BANK TRUSTEE Institutional trustee | 40 | $47,940 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | BANK TRUSTEE Institutional trustee | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 806 EXCELLENCE DRIVE, BENTONVILLE, AR 72716-0001
- Principal officer (990 for 2025)
- LISA WOODS, 806 EXCELLENCE DR, BENTONVILLE, AR 72716
- Signed the 990
- LISA WOODS, VP, PHYSICAL & EMOTIONAL WELLB
- Phone
- (800) 421-1362
- Return prepared by
- HOGANTAYLOR LLP
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.
Program accomplishments
- 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
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
- 71-0569421
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $969,197,855
- Income (IRS master file)
- $4,121,543,080
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,121,543,080 | $4,082,640,872 | $969,197,855 | XML |
| 990 | December 2024 | $3,737,153,584 | $3,738,034,599 | $902,595,677 | XML |
| 990 | December 2023 | $3,525,964,336 | $3,522,678,833 | $890,109,833 | XML |
| 990 | December 2022 | $3,242,798,666 | $3,242,519,445 | $859,173,274 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 71-0569421).
Questions about WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN
- What is the EIN of WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN?
- The employer identification number (EIN) of WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN is 71-0569421.
- Is WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1983.
- Are donations to WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN 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 WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN 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 WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN 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 WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN?
- The 990 for the year ended December 31, 2025 names LISA WOODS.
- Who are the officers and directors of WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $47,940 (JP MORGAN CHASE, BANK TRUSTEE).
- How much revenue does WALMART INC ASSOCIATES HEALTH AND WELFARE PLAN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,121,543,080, expenses of $4,082,640,872 and total assets of $969,197,855 at year end.
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