Nonprofit · EIN 84-1749555
WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST
Also known as JANICE ANDERSON
Tax-exempt · DES MOINES, IA 50306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $121,396,920 | $123,024,640 | -$1,627,720 | $21,434,296 | $0 | $21,434,296 |
| December 31, 2024 | 990 | $122,024,565 | $130,486,024 | -$8,461,459 | $23,062,016 | $0 | $23,062,016 |
| December 31, 2023 | 990 | $136,344,130 | $137,517,499 | -$1,173,369 | $31,523,475 | $0 | $31,523,475 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $120,122,540
- Investment income
- $1,240,812
- Other revenue
- $33,568
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $122,204,390
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $123,024,640
Balance sheet and other
- Total assets, start of year
- $23,062,016
- Total assets, end of year
- $21,434,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,434,296
- Gross receipts
- $121,396,920
- Employees
- 0
- Year formed
- 2018
- State of legal domicile
- MN
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 |
|---|---|---|---|
| Principal Financial Group | Institutional Trustee Institutional trustee | – | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Principal Financial Group | Institutional Trustee Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Principal Financial Group | Institutional Trustee Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 10370, DES MOINES, IA 50306-0370
- In care of
- % WELLS FARGO INSTITUTIONAL RETIREM
- Principal officer (990 for 2025)
- Jeff Roy, PO Box 10370, Des Moines, IA 503060370
- Signed the 990
- Jeff Roy, Assistant Consulting Director
- Phone
- (980) 221-0098
- Return prepared by
- Jeffrey S Polinchock CPA
Mission
Voluntary Employees Beneficiary Association established to provide short term disability benefits.
Program accomplishments
- Provided short term disability benefits for Wells Fargo employeesExpenses $123,024,640 · revenue $121,396,920
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
- 84-1749555
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $21,434,296
- Income (IRS master file)
- $121,396,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $121,396,920 | $123,024,640 | $21,434,296 | XML |
| 990 | December 2024 | $122,024,565 | $130,486,024 | $23,062,016 | XML |
| 990 | December 2023 | $136,344,130 | $137,517,499 | $31,523,475 | XML |
| 990 | December 2022 | $161,475,661 | $154,487,336 | $32,696,844 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 84-1749555).
Questions about WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST
- What is the EIN of WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST?
- The employer identification number (EIN) of WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST is 84-1749555.
- Is WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST 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 WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST 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 WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST 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 WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST?
- The 990 for the year ended December 31, 2025 names Jeff Roy.
- Who are the officers and directors of WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $121,396,920, expenses of $123,024,640 and total assets of $21,434,296 at year end.
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