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Nonprofit · EIN 75-2503003

TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY

Also known as AND AIR FORCE EXCHANGE SERVICE

Tax-exempt · DALLAS, TX 75236

Financials

$77M$98.3M2023$161.7M$93.6M2024
Revenue Expenses · by fiscal year end
Financials of TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$161,683,912$93,624,164$68,059,748$2,175,531,282$12,502,098$2,163,029,184
December 31, 2023990$76,961,324$98,290,749-$21,329,425$2,067,983,393$12,850,862$2,055,132,531
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,722,549
Investment income
$105,665,896
Net gain from sales of assets
$98,546,404
Other revenue
$41,295,467

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$69,443,196
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$2,067,983,393
Total assets, end of year
$2,175,531,282
Total liabilities, end of year
$12,502,098
Net assets, end of year
$2,163,029,184
Publicly traded securities
$1,627,181,981
Gross receipts
$161,683,912
Employees
0
Volunteers
0
Year formed
1993
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.

NameTitleHours / weekCompensation
BRAD BINGHAMTRUSTEE (chair)
Trustee or director, Officer
1$0
CHAD LUCASTRUSTEE
Trustee or director
1$0
DR PATRICK OLDENBURGH JRTRUSTEE
Trustee or director
1$0
MIKE IMMLERTRUSTEE
Trustee or director
1$0
Rebecca SanteeTrustee
Trustee or director
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
BRAD BINGHAMTRUSTEE
Trustee or director
1$0
CHAD LUCASTRUSTEE
Trustee or director
1$0
DR PATRICK OLDENBURGH JRTRUSTEE
Trustee or director
1$0
KAREN Y STACKTRUSTEE
Trustee or director
1$0
MIKE IMMLERTRUSTEE
Trustee or director
1$0
Rebecca SanteeTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
3911 S WALTON WALKER BLVD, DALLAS, TX 75236-1509
In care of
% BRAD BINGHAM
Principal officer (990 for 2024)
Brad Bingham, 3911 S Walton Walker Blvd, Dallas, TX 75236
Signed the 990
BRAD BINGHAM, Trustee
Phone
(214) 312-2327
Return prepared by
ERNST & YOUNG US LLP

Mission

TO PAY HOSPITALIZATION AND MEDICAL BENEFITS TO OR FOR RETIRED EMPLOYEES OF AAFES IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(c)(9).

990 for the year ended December 31, 2024

Program accomplishments

  • PAID HOSPITALIZATION AND MEDICAL BENEFITS TO OR FOR RETIRED EMPLOYEES OF AAFES.0

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-2503003
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,175,531,282
Income (IRS master file)
$161,683,912

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$161,683,912$93,624,164$2,175,531,282IRS
990December 2023$76,961,324$98,290,749$2,067,983,393XML
990December 2022$71,902,348$92,817,862$1,941,479,010IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 75-2503003).

Questions about TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY

What is the EIN of TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY?
The employer identification number (EIN) of TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY is 75-2503003.
Is TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Are donations to TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY 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 TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY 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 TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY 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 TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY?
The 990 for the year ended December 31, 2024 names Brad Bingham.
Who are the officers and directors of TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $161,683,912, expenses of $93,624,164 and total assets of $2,175,531,282 at year end.

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