Civic Intelligence

Aramco Us Retiree Welfare Benefit Trust

EIN 13-3833680 • 501(c)9 • Houston, TX

Profile

To provide nedical benefits to eligible retirees and their eligible dependents.

1200 Smith St 36th Floor AttnTaxHouston, TX 77002

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

100th percentile

403%

Faster asset growth than 100% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

1.2%

Faster revenue growth than 34% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$83,814

Up $67,137 (+403%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$83,814

Up $67,137 (+403%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin37th percentile

Revenue

Up

$24,657,575

Up $292,521 (+1.2%) from 2023

Expenses

Up

$24,590,438

Up $233,838 (+1.0%) from 2023

Net Income

Up

$67,137

Up $58,683 (+694%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,174,891Liabilities 2011: $0Net Assets 2011: $2,174,8912011Assets 2012: $1,148,909Liabilities 2012: $0Net Assets 2012: $1,148,9092012Assets 2013: $24,607Liabilities 2013: $0Net Assets 2013: $24,6072013Assets 2014: $207,474Liabilities 2014: $0Net Assets 2014: $207,4742014Assets 2015: $938,900Liabilities 2015: $0Net Assets 2015: $938,9002015Assets 2016: $611,092Liabilities 2016: $0Net Assets 2016: $611,0922016Assets 2017: $86,542Liabilities 2017: $0Net Assets 2017: $86,5422017Assets 2018: $254,886Liabilities 2018: $0Net Assets 2018: $254,8862018Assets 2019: $65,964Liabilities 2019: $0Net Assets 2019: $65,9642019Assets 2020: $17,795Liabilities 2020: $0Net Assets 2020: $17,7952020Assets 2021: $29,146Liabilities 2021: $0Net Assets 2021: $29,1462021Assets 2022: $8,223Liabilities 2022: $0Net Assets 2022: $8,2232022Assets 2023: $16,677Liabilities 2023: $0Net Assets 2023: $16,6772023Assets 2024: $83,814Liabilities 2024: $0Net Assets 2024: $83,8142024

Highlighted filing

2024

Assets$83,814
Liabilities$0
Net Assets$83,814
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $29,594,590Expenses 2011: $29,580,526Net Income 2011: $14,0642011Revenue 2012: $27,795,678Expenses 2012: $28,821,660Net Income 2012: -$1,025,9822012Revenue 2013: $32,462,829Expenses 2013: $33,587,131Net Income 2013: -$1,124,3022013Revenue 2014: $33,875,669Expenses 2014: $33,692,802Net Income 2014: $182,8672014Revenue 2015: $31,212,197Expenses 2015: $30,480,771Net Income 2015: $731,4262015Revenue 2016: $34,807,581Expenses 2016: $35,135,389Net Income 2016: -$327,8082016Revenue 2017: $32,179,249Expenses 2017: $32,703,799Net Income 2017: -$524,5502017Revenue 2018: $28,672,253Expenses 2018: $28,503,909Net Income 2018: $168,3442018Revenue 2019: $24,161,043Expenses 2019: $24,349,965Net Income 2019: -$188,9222019Revenue 2020: $22,040,462Expenses 2020: $22,088,631Net Income 2020: -$48,1692020Revenue 2021: $26,385,582Expenses 2021: $26,374,231Net Income 2021: $11,3512021Revenue 2022: $27,242,017Expenses 2022: $27,262,940Net Income 2022: -$20,9232022Revenue 2023: $24,365,054Expenses 2023: $24,356,600Net Income 2023: $8,4542023Revenue 2024: $24,657,575Expenses 2024: $24,590,438Net Income 2024: $67,1372024

Highlighted filing

2024

Revenue$24,657,575
Expenses$24,590,438
Net Income$67,137
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,814
Liabilities
$0
Net assets
$83,814
Revenue
$24,657,575
Expenses
$24,590,438
Net income
$67,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$24.7$24.6$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$24.4$24.4$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$27.2$27.3$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$26.4$26.4$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$22.0$22.1$0.05
2019Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$24.2$24.3$0.19
2018Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$28.7$28.5$0.17
2017Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$32.2$32.7$0.52
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$34.8$35.1$0.33
2015Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$31.2$30.5$0.73
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$33.9$33.7$0.18
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$32.5$33.6$1.12
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$27.8$28.8$1.03
2011Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$29.6$29.6$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$24,657,575
Mission and Program Overview

Mission

To provide medical benefits to eligible retirees and their eligible dependents.

This Trust is intended to qualify as a VEBA under Section 501c9 to provide nedical benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$16,677$83,814▲ $67,137
Total Assets$16,677$83,814▲ $67,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,677$83,814▲ $67,137
Total Net Assets Fund Balance$16,677$83,814▲ $67,137
Total Liabilities and Net Assets / Fund Balance$16,677$83,814▲ $67,137
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Melissa R WindtAssociate Director
Richard J Urban JrManaging Director
-Trustee
Ronald M CharlesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaAdministration333 West Wacker Dr Ste 2100, Chicago, IL 60606$665,119
Express ScriptsAdministration1 Express Way, Saint Louis, MO 63121$243,956
Revenue and Support

Revenue Composition

Contributions and Grants
$24,650,033
Program Service Revenue
$0
Investment Income
$7,542
Other Revenue
$0
Change in Net Assets
$67,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$910,315
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$23,680,123--$23,680,123
Fees for Services Other$909,075--$909,075
Fees for Service Investment Mgmnt Fees$1,240--$1,240
Total Functional Expenses$24,590,438$0$0$24,590,438
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Treasury staff prepares the Form 990 using trustee data upon availability”

Part VI Line 11B

“of the statements. Treasury management reviews all line items and files.”

Part VI Line 19

“All governing documents, conflict of interest policy and financial”

Part VI Line 19

“statements are available to the members upon request.”

Part VI, Line 6

“ASBCO has adopted a benefit program ("The Plan") for the purpose of”

Part VI, Line 6

“providing medical benefits to retired employees and their eligible”

Part VI, Line 6

“dependents ("members"). A trust was formed January 1, 1994 for the purpose”

Part VI, Line 6

“of holding assets of the Plan and serving as a funding vehicle for the”

Part VI, Line 6

“benefit payments under the plan. This Trust is intended to qualify as a”

Part VI, Line 6

“Voluntary Employee Benefit Association ("VEBA") under section 501(c)((9) of”

Part VI, Line 6

“the Internal Revenus Code of 1986. This VEBA services retired employees”

Part VI, Line 6

“and their eligible dependents ("Members").”

Part VI, Line 12C

“ASC (on behalf of the Trust), in accordance with company policy, monitors”

Part VI, Line 12C

“and enforces compliance of conflict of interest policy via digital / online”

Part VI, Line 12C

“confirmation of all employees on an annual basis.”

Part VI, Line 19

“The officers have been listed.”

Part VI, Line 11B

“ASC (on bahalf of the Trust) prepares, reviews and files Form 990.”

Part VI, Line 19

“All governing documents, conflict of interest policy and financial”

Filing and Contact Details

Filer

Filer Name
Aramco US Retiree Welfare Benefit Trust
EIN
13-3833680
In Care Of
% Ronald Charles
Phone
7144324000
Address
1200 Smith St 36th Floor AttnTax, Houston, TX 77002

Signing Officer

Name
Ronald Charles
Title
Treasurer
Phone
7144324000
Signed
2025-05-02

Organization Details

Principal Officer
Ronald M Charles
Formed
1994
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Part V, Line ic

“The Trust has complied with backup withholding rules as they apply.”

Part X

“The assets and liabilities have been reflected.”

Part XII

“No response is required as there have been no changes to the methodologies”

Part XII

“or the organizational structure.”

Part V, Line 19

“statements are available to the members upon request.”

Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt023680123
IRS990/BenefitsToMembersGrp/TotalAmt023680123
IRS990/BooksInCareOfDetail/PersonNm0RONALD M CHARLES
IRS990/BooksInCareOfDetail/PhoneNum07144324000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 Smith St36th FloorAttn Tax
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0770024313
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt016677
IRS990/CashNonInterestBearingGrp/EOYAmt083814
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0665119
IRS990/ContractorCompensationGrp/CompensationAmt1243956
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0333 West Wacker Dr Ste 2100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11 Express Way
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Chicago
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Saint Louis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd163121
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Aetna
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Express Scripts
IRS990/ContractorCompensationGrp/ServicesDesc0Administration
IRS990/ContractorCompensationGrp/ServicesDesc1Administration
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt023680123
IRS990/CYContributionsGrantsAmt024650033
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07542
IRS990/CYOtherExpensesAmt0910315
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt067137
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024590438
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt024657575
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Provided medical benefits to eligible retirees and their eligible dependents.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt024590438
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0909075
IRS990/FeesForServicesOtherGrp/TotalAmt0909075
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt01240
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01240
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JP Morgan Chase Bank
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD J URBAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm1MELISSA R WINDT
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD M CHARLES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Associate Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt024657575
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07542
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07542
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt024650033
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide nedical benefits to eligible retirees and their eligible dependents.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt016677
IRS990/NetAssetsOrFundBalancesEOYAmt083814
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016677
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Ronald M Charles
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt023436481
IRS990/PYContributionsGrantsAmt024352580
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012474
IRS990/PYOtherExpensesAmt0920119
IRS990/PYRevenuesLessExpensesAmt08454
IRS990/PYTotalExpensesAmt024356600
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt024657575
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasury staff prepares the Form 990 using trustee data upon availability
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1of the statements. Treasury management reviews all line items and files.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents, conflict of interest policy and financial
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3statements are available to the members upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Trust has complied with backup withholding rules as they apply.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASBCO has adopted a benefit program ("The Plan") for the purpose of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6providing medical benefits to retired employees and their eligible
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7dependents ("members"). A trust was formed January 1, 1994 for the purpose
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8of holding assets of the Plan and serving as a funding vehicle for the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9benefit payments under the plan. This Trust is intended to qualify as a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Voluntary Employee Benefit Association ("VEBA") under section 501(c)((9) of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11the Internal Revenus Code of 1986. This VEBA services retired employees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12and their eligible dependents ("Members").
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ASC (on behalf of the Trust), in accordance with company policy, monitors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14and enforces compliance of conflict of interest policy via digital / online
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15confirmation of all employees on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16The officers have been listed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17The assets and liabilities have been reflected.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18No response is required as there have been no changes to the methodologies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19or the organizational structure.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ASC (on bahalf of the Trust) prepares, reviews and files Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21All governing documents, conflict of interest policy and financial
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22statements are available to the members upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part V, Line ic
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Part X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Part XII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Part XII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Part V, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/StatesWhereCopyOfReturnIsFldCd1TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016677
IRS990/TotalAssetsEOYAmt083814
IRS990/TotalAssetsGrp/BOYAmt016677
IRS990/TotalAssetsGrp/EOYAmt083814
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024650033
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024590438
IRS990/TotalFunctionalExpensesGrp/TotalAmt024590438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt083814
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024590438
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07542
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024657575
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016677
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt083814
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 Smith St36th FloorAttn Tax
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770024313
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD CHARLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07144324000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aramco US Retiree Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0ARAM
ReturnHeader/Filer/EIN0133833680
ReturnHeader/Filer/InCareOfNm0% Ronald Charles
ReturnHeader/Filer/PhoneNum07144324000
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 Smith St 36th Floor AttnTax
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-02T14:05:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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