Liabilities / Assets
18th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 30-6599079 • 501(c)9 • Dallas, TX
Profile
Provide certain health and welfare benefits to eligible retirees and their eligible dependents.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
18th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
20th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Assets
Down$88,108,218
Down $9,182,484 (-9.4%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$88,108,218
Down $9,182,484 (-9.4%) from 2023
Revenue
Up$219,185,648
Up $20,377,793 (+10%) from 2023
Expenses
Up$228,368,132
Up $19,906,534 (+9.5%) from 2023
Net Income
Up-$9,182,484
Up $471,259 (+4.9%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Provide certain health and welfare benefits to eligible retirees and their eligible dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $97,290,702 | $88,108,218 | ▼ $9,182,484 |
| Rtn Earn Endowment Incm Other Fnds | $97,290,702 | $88,108,218 | ▼ $9,182,484 |
| Total Assets | $97,290,702 | $88,108,218 | ▼ $9,182,484 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $97,290,702 | $88,108,218 | ▼ $9,182,484 |
| Total Liabilities and Net Assets / Fund Balance | $97,290,702 | $88,108,218 | ▼ $9,182,484 |
| Name | Title |
|---|---|
| Bank of America N a | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $0 |
| Other Expenses | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $228,368,132 | - | - | $228,368,132 |
| Total Functional Expenses | $228,368,132 | $0 | $0 | $228,368,132 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The decisions related to the exempt purpose of this trust are made by and documented by the company (bank of america). The institutional trustee receives and follows instructions given by the authorized officers of the company.”
“The form 990 is prepared by the institutional trustee's tax professionals under the direct supervision of a corporate officer. Thus, the form 990 is reviewed prior to filing by an officer of the institutional trustee.”
“Annual statement by all institutional trustee employees are signed and documented.”
“Not applicable - trust has an institutional trustee.”
“Not applicable - trust has an institutional trustee.”
“The trust and the institutional trustee makes its governance documents, conflict of interest policy, and financial statements available to the public as required by federal and state laws.”
“The trust and the institutional trustee makes its governance documents, conflict of interest policy, and financial statements available to the public as required by federal and state laws.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 228368132 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 228368132 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BANK OF AMERICA NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8888663275 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 653067 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DALLAS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 752653067 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 228368132 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 5184784 |
| IRS990/CYOtherExpensesAmt | 0 | 0 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 214000864 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -9182484 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 228368132 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 219185648 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | NONE |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExcsTaxSect4951Or4952Or4953Ind | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BANK OF AMERICA N A |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2017 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 219185648 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 5184784 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 5184784 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 97290702 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 88108218 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | BANK OF AMERICA NA |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900001 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 214000864 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 214000864 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 208461598 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 5353530 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 193454325 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -9653743 |
| IRS990/PYTotalExpensesAmt | 0 | 208461598 |
| IRS990/PYTotalRevenueAmt | 0 | 198807855 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -9182484 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 97290702 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 88108218 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 97290702 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 88108218 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE DECISIONS RELATED TO THE EXEMPT PURPOSE OF THIS TRUST ARE MADE BY AND DOCUMENTED BY THE COMPANY (BANK OF AMERICA). THE INSTITUTIONAL TRUSTEE RECEIVES AND FOLLOWS INSTRUCTIONS GIVEN BY THE AUTHORIZED OFFICERS OF THE COMPANY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS PREPARED BY THE INSTITUTIONAL TRUSTEE'S TAX PROFESSIONALS UNDER THE DIRECT SUPERVISION OF A CORPORATE OFFICER. THUS, THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE INSTITUTIONAL TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NOT APPLICABLE - TRUST HAS AN INSTITUTIONAL TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | NOT APPLICABLE - TRUST HAS AN INSTITUTIONAL TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE TRUST AND THE INSTITUTIONAL TRUSTEE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE TRUST AND THE INSTITUTIONAL TRUSTEE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 97290702 |
| IRS990/TotalAssetsEOYAmt | 0 | 88108218 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 97290702 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 88108218 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 228368132 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 228368132 |
| IRS990/TotalGrossUBIAmt | 0 | 5184784 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 97290702 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 88108218 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 214000864 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 214000864 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 219185648 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 5184784 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 97290702 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 88108218 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 800 CAPITOL ST SUITE 1700 |
| IRS990/USAddress/CityNm | 0 | HOUSTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 770022902 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BANK OF AMERICA N A |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8888663275 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BOA RETIREE TRUST-BAC MEDICAL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RETI |
| ReturnHeader/Filer/EIN | 0 | 306599079 |
| ReturnHeader/Filer/PhoneNum | 0 | 8888663275 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 653067 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DALLAS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 752653067 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/ReturnTs | 0 | 2025-08-05T09:01:29-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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