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Nonprofit · EIN 77-6138153

INTEL RETIREE MEDICAL PLAN TR

Also known as WACHOVIA BANK OF NORTH CAROLINA NA

Tax-exempt · SANTA CLARA, CA 95054

Financials

$46.3M$47.3M2023$67.5M$53.5M2024
Revenue Expenses · by fiscal year end
Financials of INTEL RETIREE MEDICAL PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$67,462,350$53,499,484$13,962,866$543,861,034$46,031,487$497,829,547
December 31, 2023990$46,329,510$47,342,668-$1,013,158$548,863,510$34,192,133$514,671,377
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,840,929
Investment income
$60,498,506
Net gain from sales of assets
$43,952,957
Other revenue
$122,915

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$32,469,306
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$548,863,511
Total assets, end of year
$543,861,034
Total liabilities, end of year
$46,031,487
Net assets, end of year
$497,829,547
Publicly traded securities
$293,181,468
Gross unrelated business income
$60,621,421
Gross receipts
$273,342,195
Employees
0
Volunteers
0
Year formed
1996
State of legal domicile
CA

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
THE BANK OF NEW YORK MELLONTRUSTEE
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
2200 MISSION COLLEGE BLVD RNB-6-9, SANTA CLARA, CA 95054-1537
In care of
% SHELLIE H HART
Principal officer (990 for 2024)
CLARA WONG, 2200 MISSION COLLEGE BLVD RNB-6-91, SANTA CLARA, CA 95054
Signed the 990
CLARA WONG, CVP AND CTO, INTEL CORP
Phone
(408) 765-8080
Return prepared by
DELOITTE TAX LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-6138153 or by the name INTEL RETIREE MEDICAL PLAN TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

PROVIDE MEDICAL BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF INTEL CORPORATION AND THEIR DEPENDENTS

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE MEDICAL BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF INTEL CORPORATION AND THEIR DEPENDENTS
    Expenses $53,499,484 · revenue $6,840,929

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
77-6138153
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$543,861,034
Income (IRS master file)
$273,342,195

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$67,462,350$53,499,484$543,861,034IRS
990December 2023$46,329,510$47,342,668$548,863,510XML
990December 2022$92,107,235-$10,701,975$503,345,398IRS
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 77-6138153).

Questions about INTEL RETIREE MEDICAL PLAN TR

What is the EIN of INTEL RETIREE MEDICAL PLAN TR?
The employer identification number (EIN) of INTEL RETIREE MEDICAL PLAN TR is 77-6138153.
Is INTEL RETIREE MEDICAL PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
Are donations to INTEL RETIREE MEDICAL PLAN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INTEL RETIREE MEDICAL PLAN 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 INTEL RETIREE MEDICAL PLAN 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 INTEL RETIREE MEDICAL PLAN 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 INTEL RETIREE MEDICAL PLAN TR?
The 990 for the year ended December 31, 2024 names CLARA WONG.
Who are the officers and directors of INTEL RETIREE MEDICAL PLAN TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does INTEL RETIREE MEDICAL PLAN TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $67,462,350, expenses of $53,499,484 and total assets of $543,861,034 at year end.

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