Nonprofit · EIN 93-2411928
WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES
Also known as BRIAN OLEARY
Tax-exempt · BATTLE CREEK, MI 49017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $18,057,217 | $58,282,220 | -$40,225,003 | $758,567,435 | $2,445,416 | $756,122,019 |
| December 31, 2023 | 990 | $12,132,774 | $6,577,302 | $5,555,472 | $778,712,570 | $1,739,326 | $776,973,244 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $18,057,217
- Net gain from sales of assets
- -$36,601
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $54,066,290
- 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
- $778,712,570
- Total assets, end of year
- $758,567,435
- Total liabilities, end of year
- $2,445,416
- Net assets, end of year
- $756,122,019
- Publicly traded securities
- $743,948,860
- Gross receipts
- $394,800,290
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2023
- State of legal domicile
- MI
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 |
|---|---|---|---|
| ERISA FINANCE COMMITTEE | OVERSIGHT COMMITTEE Trustee or director | 0 | $0 |
| THE NORTHERN TRUST | TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERISA FINANCE COMMITTEE | OVERSIGHT COMMITTEE Trustee or director | 0 | $0 |
| THE NORTHERN TRUST | TRUSTEE Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 KELLOGG SQ, BATTLE CREEK, MI 49017-3534
- In care of
- % WK KELLOGG COMPANY
- Principal officer (990 for 2024)
- WK KELLOGG COMPANY, ONE KELLOGG SQUARE, BATTLE CREEK, MI 49016
- Signed the 990
- SCOTT MAIN, VICE PRESIDENT
- Phone
- (800) 962-1413
- Return prepared by
- BDO USA
Mission
PROVIDE MEDICAL AND DENTAL BENEFITS FOR RETIRED SALARIED AND SALES EMPLOYEES OF W.K. KELLOGG COMPANY.
Program accomplishments
- PROVIDE MEDICAL AND DENTAL BENEFITS FOR RETIRED SALARIED AND SALES EMPLOYEES OF W.K. KELLOGG COMPANY.
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
- 93-2411928
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $758,567,435
- Income (IRS master file)
- $394,800,290
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $18,057,217 | $58,282,220 | $758,567,435 | XML |
| 990 | December 2023 | $12,132,774 | $6,577,302 | $778,712,570 | XML |
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 93-2411928).
Questions about WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES
- What is the EIN of WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES?
- The employer identification number (EIN) of WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES is 93-2411928.
- Is WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2025.
- Which annual return does WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES 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 WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES 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 WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES 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 WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES?
- The 990 for the year ended December 31, 2024 names WK KELLOGG COMPANY.
- Who are the officers and directors of WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does WK KELLOGG CO RETIREE WELFARE BENEFIT TRUST FOR CB EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $18,057,217, expenses of $58,282,220 and total assets of $758,567,435 at year end.
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