Civic Intelligence

Protective Life Corporation Master

EIN 20-6374357 • 501(c)9 • Birmingham, AL

Profile

To provide life insurance benefits to protective life corporation retirees.

PO Box 2606Birmingham, AL 35202

n/A

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

1.56x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-1428%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$3,616,980

Down $241,546 (-6.3%) from 2023

Liabilities

Up

$26,712

Up $2,980 (+13%) from 2023

Net Assets

Down

$3,590,268

Down $244,526 (-6.4%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$17,124

Down $67,112 (-80%) from 2023

Expenses

Down

$261,650

Down $4,922 (-1.8%) from 2023

Net Income

Down

-$244,526

Down $62,190 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,193,329Liabilities 2011: $3,374Net Assets 2011: $6,189,9552011Assets 2012: $6,173,578Liabilities 2012: $3,497Net Assets 2012: $6,170,0812012Assets 2013: $6,156,407Liabilities 2013: $2,197Net Assets 2013: $6,154,2102013Assets 2014: $5,925,089Liabilities 2014: $44,576Net Assets 2014: $5,880,5132014Assets 2015: $5,652,522Liabilities 2015: $42,197Net Assets 2015: $5,610,3252015Assets 2016: $5,361,907Liabilities 2016: $23,822Net Assets 2016: $5,338,0852016Assets 2017: $5,104,309Liabilities 2017: $23,518Net Assets 2017: $5,080,7912017Assets 2018: $4,853,734Liabilities 2018: $24,013Net Assets 2018: $4,829,7212018Assets 2019: $4,610,045Liabilities 2019: $24,206Net Assets 2019: $4,585,8392019Assets 2020: $4,410,193Liabilities 2020: $17,980Net Assets 2020: $4,392,2132020Assets 2021: $4,214,428Liabilities 2021: $19,259Net Assets 2021: $4,195,1692021Assets 2022: $4,033,916Liabilities 2022: $16,786Net Assets 2022: $4,017,1302022Assets 2023: $3,858,526Liabilities 2023: $23,732Net Assets 2023: $3,834,7942023Assets 2024: $3,616,980Liabilities 2024: $26,712Net Assets 2024: $3,590,2682024

Highlighted filing

2024

Assets$3,616,980
Liabilities$26,712
Net Assets$3,590,268
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $26,4372011Expenses 2012: $27,3002012Revenue 2013: $7,402Expenses 2013: $23,273Net Income 2013: -$15,8712013Revenue 2014: $7,261Expenses 2014: $280,958Net Income 2014: -$273,6972014Revenue 2015: $6,932Expenses 2015: $277,120Net Income 2015: -$270,1882015Revenue 2016: $6,602Expenses 2016: $278,842Net Income 2016: -$272,2402016Revenue 2017: $9,196Expenses 2017: $266,490Net Income 2017: -$257,2942017Revenue 2018: $11,577Expenses 2018: $262,647Net Income 2018: -$251,0702018Revenue 2019: $11,454Expenses 2019: $255,336Net Income 2019: -$243,8822019Revenue 2020: $7,320Expenses 2020: $200,946Net Income 2020: -$193,6262020Revenue 2021: $6,897Expenses 2021: $203,941Net Income 2021: -$197,0442021Revenue 2022: $24,335Expenses 2022: $202,374Net Income 2022: -$178,0392022Revenue 2023: $84,236Expenses 2023: $266,572Net Income 2023: -$182,3362023Revenue 2024: $17,124Expenses 2024: $261,650Net Income 2024: -$244,5262024

Highlighted filing

2024

Revenue$17,124
Expenses$261,650
Net Income-$244,526
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,616,980
Liabilities
$26,712
Net assets
$3,590,268
Revenue
$17,124
Expenses
$261,650
Net income
-$244,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.03$3.59$0.02$0.26$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.86$0.02$3.83$0.08$0.27$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.02$4.02$0.02$0.20$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.02$4.20$0.01$0.20$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.02$4.39$0.01$0.20$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.02$4.59$0.01$0.26$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.02$4.83$0.01$0.26$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.10$0.02$5.08$0.01$0.27$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.36$0.02$5.34$0.01$0.28$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.65$0.04$5.61$0.01$0.28$0.27
2014Detailed filing. Detailed filing data is available for this year.$5.93$0.04$5.88$0.01$0.28$0.27
2013Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.15$0.01$0.02$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.17$0.00$6.17$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.00$6.19$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$17,124
Mission and Program Overview

Mission

To provide life insurance benefits to protective life corporation retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,573,160$5,573,160→ $0
Savings and Temporary Cash Investments$3,858,526$3,616,980▼ $241,546
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-1,738,366$-1,982,892▼ $244,526
Total Assets$3,858,526$3,616,980▼ $241,546
Liabilities
Accounts Payable and Accrued Expenses$23,732$26,712▲ $2,980
Total Liabilities$23,732$26,712▲ $2,980
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,834,794$3,590,268▼ $244,526
Total Liabilities and Net Assets / Fund Balance$3,858,526$3,616,980▼ $241,546
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Barbara PughTrustee
Paul WellsTrustee
Wendy EvesqueTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,124
Other Revenue
$0
Change in Net Assets
$-244,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,599
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---$231,051
Fees for Services Other---$28,899
Fees for Services Accounting---$1,700
Total Functional Expenses$0$0$0$261,650
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The board members are officers of protective life corporation. Paul wells - evp, cfo of protective life corporation (95-2492236) barbara pugh - sr. Vp and chief acct. Officer of protective life corporation (95-2492236) wendy evesque - exec. Vp and chief hr officer of protective life corporation (95-2492236)”

Form 990, Part VI, Section A, Line 8A

“There were no meetings held or written actions taken during the year related to the master welfare benefit trust. Therefore, no documentation exists as support for 2024.”

Form 990, Part VI, Section A, Line 8B

“There were no meetings held or written actions taken during the year related to the master welfare benefit trust. Therefore, no documentation exists as support for 2024.”

Form 990, Part VI, Section B, Line 11B

“The organization provided a draft copy of form 990 for the year ended december 31, 2024 with supporting schedules to each trustee to review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

PART VII, SECTION A:

“Since the trustees meet the volunteer exception, no compensation from related organizations was reported. Due to the volunteer exception, the organization checked the box in part vii, section a, line 1a and answered "no" to part vii, section a, line 4 which resulted in the omission of schedule j for the trust.”

Filing and Contact Details

Filer

Filer Name
Protective Life Corporation Master
EIN
20-6374357
Phone
2052681000
Address
PO BOX 2606, BIRMINGHAM, AL 35202

Signing Officer

Name
Paul Wells
Title
Trustee
Phone
2052681000
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Wells
Formed
2004
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“ACTUARIAL FEES 28,899.”

Raw XML Appendix279 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023732
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026712
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LIFE INSURANCE BENEFITS TO PROTECTIVE LIFE CORPORATION RETIREES.
IRS990/BenefitsToMembersGrp/TotalAmt0231051
IRS990/BooksInCareOfDetail/PersonNm0SHERRI HICKMAN
IRS990/BooksInCareOfDetail/PhoneNum02052681000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02801 HIGHWAY 280 SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035223
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05573160
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05573160
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0231051
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017124
IRS990/CYOtherExpensesAmt030599
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-244526
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0261650
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017124
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ASSOCIATION PROVIDES LIFE INSURANCE BENEFITS TO THOSE RETIRED EMPLOYEES OF THE COMPANY WHO ARE ELIGIBLE IN THE PLANS AND TO THE ELIGIBLE DEPENDENTS OF SUCH RETIRED EMPLOYEES. THE PLAN COVERED APPROXIMATELY 870 RETIREES AS OF DECEMBER 31, 2024.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt01700
IRS990/FeesForServicesOtherGrp/TotalAmt028899
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA PUGH
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDY EVESQUE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017124
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt017124
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017124
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE LIFE INSURANCE BENEFITS TO PROTECTIVE LIFE CORPORATION RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03834794
IRS990/NetAssetsOrFundBalancesEOYAmt03590268
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL WELLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0229982
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084236
IRS990/PYOtherExpensesAmt036590
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-182336
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0266572
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt084236
IRS990/ReconcilationRevenueExpnssAmt0-244526
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1738366
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1982892
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03858526
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03616980
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS ARE OFFICERS OF PROTECTIVE LIFE CORPORATION. PAUL WELLS - EVP, CFO OF PROTECTIVE LIFE CORPORATION (95-2492236) BARBARA PUGH - SR. VP AND CHIEF ACCT. OFFICER OF PROTECTIVE LIFE CORPORATION (95-2492236) WENDY EVESQUE - EXEC. VP AND CHIEF HR OFFICER OF PROTECTIVE LIFE CORPORATION (95-2492236)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS HELD OR WRITTEN ACTIONS TAKEN DURING THE YEAR RELATED TO THE MASTER WELFARE BENEFIT TRUST. THEREFORE, NO DOCUMENTATION EXISTS AS SUPPORT FOR 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WERE NO MEETINGS HELD OR WRITTEN ACTIONS TAKEN DURING THE YEAR RELATED TO THE MASTER WELFARE BENEFIT TRUST. THEREFORE, NO DOCUMENTATION EXISTS AS SUPPORT FOR 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDED A DRAFT COPY OF FORM 990 FOR THE YEAR ENDED DECEMBER 31, 2024 WITH SUPPORTING SCHEDULES TO EACH TRUSTEE TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SINCE THE TRUSTEES MEET THE VOLUNTEER EXCEPTION, NO COMPENSATION FROM RELATED ORGANIZATIONS WAS REPORTED. DUE TO THE VOLUNTEER EXCEPTION, THE ORGANIZATION CHECKED THE BOX IN PART VII, SECTION A, LINE 1A AND ANSWERED "NO" TO PART VII, SECTION A, LINE 4 WHICH RESULTED IN THE OMISSION OF SCHEDULE J FOR THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTUARIAL FEES 28,899.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0952492236
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PROTECTIVE LIFE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02801 HIGHWAY 280 SOUTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd035223
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03858526
IRS990/TotalAssetsEOYAmt03616980
IRS990/TotalAssetsGrp/BOYAmt03858526
IRS990/TotalAssetsGrp/EOYAmt03616980
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0261650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023732
IRS990/TotalLiabilitiesEOYAmt026712
IRS990/TotalLiabilitiesGrp/BOYAmt023732
IRS990/TotalLiabilitiesGrp/EOYAmt026712
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03834794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03590268
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017124
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017124
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03858526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03616980
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02801 HWY 280 SOUTH
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035223
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052681000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROTECTIVE LIFE CORPORATION MASTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PROT
ReturnHeader/Filer/EIN0206374357
ReturnHeader/Filer/PhoneNum02052681000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2606
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BOYER
ReturnHeader/ReturnTs02025-11-14T06:53:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.