Civic Intelligence

Caterpillar Inc Group Insurance Master

EIN 36-6426495 • 501(c)9 • Chicago, IL

View Organization Page

Profile

Providing health and welfare benefits for its members.

PO Box 804358Chicago, IL 60680

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

70th percentile

$205,133

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Asset Growth

96th percentile

46%

Faster asset growth than 96% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

70%

Faster revenue growth than 87% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$127,917,735

Up $40,073,718 (+46%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$127,917,735

Up $40,073,718 (+46%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin67th percentile

Revenue

Up

$235,178,939

Up $96,554,991 (+70%) from 2024

Expenses

Up

$202,939,017

Up $10,412,279 (+5.4%) from 2024

Net Income

Up

$32,239,922

Up $86,142,712 (+160%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$400M$300M$200M$100M$0Assets 2018: $328,334,101Liabilities 2018: $449,951Net Assets 2018: $327,884,1502018Assets 2019: $255,709,869Liabilities 2019: $55,803Net Assets 2019: $255,654,0662019Assets 2020: $147,434,060Liabilities 2020: $55,905Net Assets 2020: $147,378,1552020Assets 2021: $130,518,540Liabilities 2021: $0Net Assets 2021: $130,518,5402021Assets 2022: $102,010,725Liabilities 2022: $0Net Assets 2022: $102,010,7252022Assets 2023: $143,997,735Liabilities 2023: $0Net Assets 2023: $143,997,7352023Assets 2024: $87,844,017Liabilities 2024: $0Net Assets 2024: $87,844,0172024Assets 2025: $127,917,735Liabilities 2025: $0Net Assets 2025: $127,917,7352025

Highlighted filing

2025

Assets$127,917,735
Liabilities$0
Net Assets$127,917,735
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$400M$200M$0-$200MRevenue 2018: $183,728,288Expenses 2018: $288,668,349Net Income 2018: -$104,940,0612018Revenue 2019: $246,707,757Expenses 2019: $344,984,693Net Income 2019: -$98,276,9362019Revenue 2020: $193,750,346Expenses 2020: $301,615,707Net Income 2020: -$107,865,3612020Revenue 2021: $259,600,286Expenses 2021: $261,031,442Net Income 2021: -$1,431,1562021Revenue 2022: $213,121,623Expenses 2022: $217,496,988Net Income 2022: -$4,375,3652022Revenue 2023: $236,569,415Expenses 2023: $211,737,160Net Income 2023: $24,832,2552023Revenue 2024: $138,623,948Expenses 2024: $192,526,738Net Income 2024: -$53,902,7902024Revenue 2025: $235,178,939Expenses 2025: $202,939,017Net Income 2025: $32,239,9222025

Highlighted filing

2025

Revenue$235,178,939
Expenses$202,939,017
Net Income$32,239,922
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,917,735
Liabilities
$0
Net assets
$127,917,735
Revenue
$235,178,939
Expenses
$202,939,017
Net income
$32,239,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$128$0.00$128$235$203$32.2
2024Detailed filing. Detailed filing data is available for this year.$87.8$0.00$87.8$139$193$53.9
2023Detailed filing. Detailed filing data is available for this year.$144$0.00$144$237$212$24.8
2022Detailed filing. Detailed filing data is available for this year.$102$0.00$102$213$217$4.38
2021Detailed filing. Detailed filing data is available for this year.$131$0.00$131$260$261$1.43
2020Detailed filing. Detailed filing data is available for this year.$147$0.06$147$194$302$108
2019Detailed filing. Detailed filing data is available for this year.$256$0.06$256$247$345$98.3
2018Detailed filing. Detailed filing data is available for this year.$328$0.45$328$184$289$105
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 20, 2026
Return Version
2025v4.0
Gross Receipts
$286,333,167
Mission and Program Overview

Mission

Providing health and welfare benefits for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$87,844,017$127,917,735▲ $40,073,718
Investments in Publicly Traded Securities$83,086,439$96,100,588▲ $13,014,149
Savings and Temporary Cash Investments$4,582,013$31,475,558▲ $26,893,545
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$87,844,017$127,917,735▲ $40,073,718
Other Assets Total$175,565$341,589▲ $166,024
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$87,844,017$127,917,735▲ $40,073,718
Total Liabilities and Net Assets / Fund Balance$87,844,017$127,917,735▲ $40,073,718
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseTotal
-Trustee$205,133$205,133
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$221,464,711
Investment Income
$9,378,661
Other Revenue
$4,335,567
Change in Net Assets
$32,239,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,161,007
Salaries, Compensation, and Employee Benefits$205,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$198,572,877--$198,572,877
Fees for Service Investment Mgmnt Fees$242,033--$242,033
Current Officers, Directors, Trustees, and Key Employees$205,133--$205,133
Fees for Services Accounting$6,265--$6,265
Other Expenses$185--$185
Total Functional Expenses$202,939,017$0$0$202,939,017
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
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
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

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

“Organization's investment administrator reviews contents of form 990.”

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

“The governing body for the trust follows the same conflict of interest policy as set for the employees of caterpillar inc.”

Form 990, Part VI, Section C, Line 19

“NO, IT DOES NOT.”

Filing and Contact Details

Filer

Filer Name
Caterpillar Inc Group Insurance Master
EIN
36-6426495
Phone
3096754771
Address
PO BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
Corporate Treasurer
Title
Trustee
Phone
3096754771
Signed
2026-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corporate Treasurer
Formed
2008
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Brett Falkner
Phone
8164746180
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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY FOR THE TRUST FOLLOWS THE SAME CONFLICT OF INTEREST POLICY AS SET FOR THE EMPLOYEES OF CATERPILLAR INC.
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT FALKNER
ReturnHeader/ReturnTs02026-03-20T14:42:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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