Civic Intelligence

Subaru Employee Welfare Benefit Trust

EIN 22-2351386 • 501(c)9 • Camden, NJ

Profile

To provide for the payment of health and welfare benefits to the employees of subaru of america, inc. And it's subsidiaries. 2035 particpiants as of 12/31/2023.

One Subaru DriveCamden, NJ 08103

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

46th percentile

3.5%

Higher net margin than 46% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

35th percentile

2.7%

Faster asset growth than 35% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

9.9%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$67,349,740

Up $1,741,038 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$67,349,740

Up $1,741,038 (+2.7%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin46th percentile

Revenue

Up

$43,918,304

Up $3,970,430 (+9.9%) from 2023

Expenses

Up

$42,389,094

Up $5,626,000 (+15%) from 2023

Net Income

Down

$1,529,210

Down $1,655,570 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$80M$60M$40M$20M$0Assets 2011: $5,793,467Liabilities 2011: $0Net Assets 2011: $5,793,4672011Assets 2012: $5,791,066Liabilities 2012: $0Net Assets 2012: $5,791,0662012Assets 2013: $40,824,632Liabilities 2013: $0Net Assets 2013: $40,824,6322013Assets 2014: $43,097,412Liabilities 2014: $0Net Assets 2014: $43,097,4122014Assets 2015: $43,402,710Liabilities 2015: $0Net Assets 2015: $43,402,7102015Assets 2016: $45,649,052Liabilities 2016: $0Net Assets 2016: $45,649,0522016Assets 2017: $51,398,333Liabilities 2017: $0Net Assets 2017: $51,398,3332017Assets 2018: $49,605,998Liabilities 2018: $0Net Assets 2018: $49,605,9982018Assets 2019: $59,312,667Liabilities 2019: $0Net Assets 2019: $59,312,6672019Assets 2020: $63,867,711Liabilities 2020: $0Net Assets 2020: $63,867,7112020Assets 2021: $71,800,404Liabilities 2021: $0Net Assets 2021: $71,800,4042021Assets 2022: $58,661,394Liabilities 2022: $0Net Assets 2022: $58,661,3942022Assets 2023: $65,608,702Liabilities 2023: $0Net Assets 2023: $65,608,7022023Assets 2024: $67,349,740Liabilities 2024: $0Net Assets 2024: $67,349,7402024

Highlighted filing

2024

Assets$67,349,740
Liabilities$0
Net Assets$67,349,740
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $12,740,311Expenses 2011: $12,722,756Net Income 2011: $17,5552011Revenue 2012: $14,147,980Expenses 2012: $14,150,382Net Income 2012: -$2,4022012Revenue 2013: $50,295,485Expenses 2013: $15,261,918Net Income 2013: $35,033,5672013Revenue 2014: $18,629,998Expenses 2014: $17,420,769Net Income 2014: $1,209,2292014Revenue 2015: $21,567,573Expenses 2015: $20,076,381Net Income 2015: $1,491,1922015Revenue 2016: $22,585,199Expenses 2016: $21,415,119Net Income 2016: $1,170,0802016Revenue 2017: $26,300,194Expenses 2017: $2,424,798Net Income 2017: $23,875,3962017Revenue 2018: $29,878,284Expenses 2018: $28,098,634Net Income 2018: $1,779,6502018Revenue 2019: $31,634,720Expenses 2019: $27,294,472Net Income 2019: $4,340,2482019Revenue 2020: $30,204,645Expenses 2020: $27,382,587Net Income 2020: $2,822,0582020Revenue 2021: $32,027,238Expenses 2021: $30,641,194Net Income 2021: $1,386,0442021Revenue 2022: $33,000,681Expenses 2022: $32,714,257Net Income 2022: $286,4242022Revenue 2023: $39,947,874Expenses 2023: $36,763,094Net Income 2023: $3,184,7802023Revenue 2024: $43,918,304Expenses 2024: $42,389,094Net Income 2024: $1,529,2102024

Highlighted filing

2024

Revenue$43,918,304
Expenses$42,389,094
Net Income$1,529,210
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$67,349,740
Liabilities
$0
Net assets
$67,349,740
Revenue
$43,918,304
Expenses
$42,389,094
Net income
$1,529,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$43.9$42.4$1.53
2023Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$39.9$36.8$3.18
2022Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$33.0$32.7$0.29
2021Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$32.0$30.6$1.39
2020Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$30.2$27.4$2.82
2019Summary only. Only limited summary data is available for this year.$59.3$0.00$59.3$31.6$27.3$4.34
2018Summary only. Only limited summary data is available for this year.$49.6$0.00$49.6$29.9$28.1$1.78
2017Summary only. Only limited summary data is available for this year.$51.4$0.00$51.4$26.3$2.42$23.9
2016Summary only. Only limited summary data is available for this year.$45.6$0.00$45.6$22.6$21.4$1.17
2015Summary only. Only limited summary data is available for this year.$43.4$0.00$43.4$21.6$20.1$1.49
2014Summary only. Only limited summary data is available for this year.$43.1$0.00$43.1$18.6$17.4$1.21
2013Summary only. Only limited summary data is available for this year.$40.8$0.00$40.8$50.3$15.3$35.0
2012Summary only. Only limited summary data is available for this year.$5.79$0.00$5.79$14.1$14.2$0.00
2011Summary only. Only limited summary data is available for this year.$5.79$0.00$5.79$12.7$12.7$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$43,918,304
Mission and Program Overview

Mission

To provide for the payment of health and welfare benefits to the employees of subaru of america, inc. And its subsidiaries. 2104 participants as of 12/31/2024.

To provide for the payment of health and welfare benefits to the employees of subaru of america, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$65,608,702$67,349,740▲ $1,741,038
Investments in Publicly Traded Securities$65,528,371$67,269,590▲ $1,741,219
Cash and Non-Interest-Bearing Accounts$80,331$80,150▼ $181
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$65,608,702$67,349,740▲ $1,741,038
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,608,702$67,349,740▲ $1,741,038
Total Liabilities and Net Assets / Fund Balance$65,608,702$67,349,740▲ $1,741,038
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Wilmington TrustTrustee
Subaru of America IncRetirement Plan Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,388,913
Investment Income
$1,529,391
Other Revenue
$0
Change in Net Assets
$1,529,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,918,304
Revenue Not Reported on Form 990
$211,829
Total Revenue per Audited Statements
$43,706,475
Total Revenue per Form 990
$43,918,304
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$42,389,094
Total Functional Expenses$0$0$0$42,389,094

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$42,389,094
Total Expenses per Audited Statements$42,389,094
Total Expenses per Form 990$42,389,094
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The retirement committee of subaru of america, inc. Is the administrator of the trust and wilmington trust is an institutional trustee.”

Form 990, Part VI, Section A, Line 7B

“Resolutions and amendments to the trust can be made by the trustee, but must later be ratified by the board of directors or executive committee of the board of directors (annually). Trustees shall promptly notify all interested partiesof any amendments adopted.”

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

“Form 990 is prepared by the accounting manager responsible for the day to day operations of the trust. The completed form 990 is reviewed by the plan administrator. The form 990 is then provided to the governing body for review and signature.”

Form 990, Part VI, Section B, Line 12C

“Members of the retirement committee, the trust administrator, are employees of subaru of america, inc. All officers and employees are required to attend a compliance seminar. All reports of violations are promptly investigated by the company. If a violation of the policy is found, the company will take appropriate disciplinary action, up to and including termination and legal action including the filing of criminal charges. The company also employs a corporate compliance hotline. The hotline is a tool through which any employee can confidently and anonymously report violations to the company. The trust is routinely audited by the plan administrator and independent auditors.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements can be found on the corporate intranet, which is available to all employees. These documents are also available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Subaru Employee Welfare Benefit Trust
EIN
22-2351386
In Care Of
% CASEY LARKIN
Phone
8564885042
Address
One Subaru Drive, Camden, NJ 08103

Signing Officer

Name
Theresa Zohlman
Title
VP - CFO
Phone
8564885042
Signed
2025-10-30

Organization Details

Principal Officer
Theresa Zohlman
Formed
1981
Legal Domicile
Nj
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0
Raw XML Appendix388 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETIREMENT COMMITTEE OF SUBARU OF AMERICA, INC. IS THE ADMINISTRATOR OF THE TRUST AND WILMINGTON TRUST IS AN INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESOLUTIONS AND AMENDMENTS TO THE TRUST CAN BE MADE BY THE TRUSTEE, BUT MUST LATER BE RATIFIED BY THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (ANNUALLY). TRUSTEES SHALL PROMPTLY NOTIFY ALL INTERESTED PARTIESOF ANY AMENDMENTS ADOPTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY THE ACCOUNTING MANAGER RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE TRUST. THE COMPLETED FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR. THE FORM 990 IS THEN PROVIDED TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE RETIREMENT COMMITTEE, THE TRUST ADMINISTRATOR, ARE EMPLOYEES OF SUBARU OF AMERICA, INC. ALL OFFICERS AND EMPLOYEES ARE REQUIRED TO ATTEND A COMPLIANCE SEMINAR. ALL REPORTS OF VIOLATIONS ARE PROMPTLY INVESTIGATED BY THE COMPANY. IF A VIOLATION OF THE POLICY IS FOUND, THE COMPANY WILL TAKE APPROPRIATE DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION AND LEGAL ACTION INCLUDING THE FILING OF CRIMINAL CHARGES. THE COMPANY ALSO EMPLOYS A CORPORATE COMPLIANCE HOTLINE. THE HOTLINE IS A TOOL THROUGH WHICH ANY EMPLOYEE CAN CONFIDENTLY AND ANONYMOUSLY REPORT VIOLATIONS TO THE COMPANY. THE TRUST IS ROUTINELY AUDITED BY THE PLAN ADMINISTRATOR AND INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS CAN BE FOUND ON THE CORPORATE INTRANET, WHICH IS AVAILABLE TO ALL EMPLOYEES. THESE DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0231693419
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0WHOLESALE TRADE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SUBARU OF AMERICA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0ONE SUBARU DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CAMDEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RETIREMENT & SAVINGS PLAN OF SUBARU OF A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PENSION PLAN OF SUBARU OF AMERICA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231693419
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231693419
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT BE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT BE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE SUBARU DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1ONE SUBARU DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd108103
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE SUBARU EMPLOYEE WELFARE BENEFIT TRUST RECEIVES CONTRIBUTIONS FROM SUBARU OF AMERICA, INC. FOR THE PAYMENT OF WELFARE BENEFITS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE R, PART IV
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt033911529
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRIBUTIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SUBARU OF AMERICA INC
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Theresa Zohlman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP - CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08564885042
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Subaru Employee Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0SUBA
ReturnHeader/Filer/EIN0222351386
ReturnHeader/Filer/InCareOfNm0% CASEY LARKIN
ReturnHeader/Filer/PhoneNum08564885042
ReturnHeader/Filer/USAddress/AddressLine1Txt0One Subaru Drive
ReturnHeader/Filer/USAddress/CityNm0Camden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-07T09:28:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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