Nonprofit · EIN 76-6094055
AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR
Tax-exempt · COLUMBIA, SC 29202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $74,202,686 | $74,314,432 | -$111,746 | $6,361,992 | $2,883,736 | $3,478,256 |
| December 31, 2023 | 990 | $73,427,172 | $73,678,107 | -$250,935 | $6,671,341 | $3,081,339 | $3,590,002 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $72,774,638
- Investment income
- $317,959
- Net gain from sales of assets
- -$4
- Other revenue
- $1,110,089
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $71,797,707
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $74,034
- Accounting fees
- $7,300
- Program services (functional)
- $74,037,639
- Management and general (functional)
- $276,793
Balance sheet and other
- Total assets, start of year
- $6,671,341
- Total assets, end of year
- $6,361,992
- Total liabilities, end of year
- $2,883,736
- Net assets, end of year
- $3,478,256
- Publicly traded securities
- $6,087,850
- Gross receipts
- $147,600,261
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- DE
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 |
|---|---|---|---|
| Russell Investments | Inst Trustee Through 10/1/24 Institutional trustee | 1 | $1,313 |
| Amie Pala | Trustee - Starting 5/3/24 Trustee or director | 1 | $0 |
| Douglas S Thiessen | Trustee Trustee or director | 1 | $0 |
| Brian E Rosati | Trustee Trustee or director | 1 | $0 |
| Stephen Gilbert | Trustee Trustee or director | 1 | $0 |
| Evan Kleinhans | Trustee Trustee or director | 1 | $0 |
| Paxton Poitevint | Trustee Trustee or director | 1 | $0 |
| Brian O'Keane | Trustee - Through 5/3/24 Trustee or director | 1 | $0 |
| State Street | Inst Trustee Starting 10/1/24 Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Russell Investments | Institutional Trustee Institutional trustee | 1 | $1,750 |
| Amie Pala | Trustee Trustee or director | 1 | $0 |
| Douglas S Thiessen | Trustee Trustee or director | 1 | $0 |
| Brian E Rosati | Trustee Trustee or director | 1 | $0 |
| Stephen Gilbert | Trustee Trustee or director | 1 | $0 |
| Evan Kleinhans | Trustee Trustee or director | 1 | $0 |
| Paxton Poitevint | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1499, COLUMBIA, SC 29202-1499
- In care of
- % DR ALBANY IRICK
- Principal officer (990 for 2024)
- Dr Albany Irick, PO Box 1499, Columbia, SC 292021499
- Signed the 990
- SHARMEQUA M FRANKLIN, EVP CHIEF HR OFFICER
- Phone
- (803) 799-5000
- Return prepared by
- PwC US Tax LLP
Mission
VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST WHICH HOLDS AND ADMINISTERS FUNDS FOR PAYMENT OF LIFE, SICK, HEALTH, DENTAL, ACCIDENT OR OTHER SIMILAR BENEFITS FOR THE EXCLUSIVE BENEFIT OF PARTICIPANTS OR THEIR DEPENDENTS OR DESIGNATED BENEFICIARIES.
Program accomplishments
- Providing sickness and hospitalization insurance, life insurance and disability insurance benefits to members.Expenses $74,037,639 · revenue $73,884,727
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
- 76-6094055
- 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
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,361,992
- Income (IRS master file)
- $147,600,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $74,202,686 | $74,314,432 | $6,361,992 | IRS |
| 990 | December 2023 | $73,427,172 | $73,678,107 | $6,671,341 | XML |
| 990 | December 2022 | $61,309,168 | $60,478,590 | $5,304,479 | 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 76-6094055).
Questions about AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR
- What is the EIN of AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR?
- The employer identification number (EIN) of AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR is 76-6094055.
- Is AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT 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 AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR 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 AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR 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 AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names Dr Albany Irick.
- Who are the officers and directors of AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $1,313 (Russell Investments, Inst Trustee Through 10/1/24).
- How much revenue does AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $74,202,686, expenses of $74,314,432 and total assets of $6,361,992 at year end.
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