Civic Intelligence

General Dynamics Adv Tech Inc Postretirement Life Ins Benefits Trust

990 • Fiscal year 2017 • EIN 36-7237990

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

Organization ProfileN/A
C/O Northern Trust 50 S Lasalle StChicago, IL 60603

(703) 876-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.02x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$8,287

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$8,392,799

Up $1,011,521 (+14%) from 2016

Net Assets

Up

$8,383,908

Up $1,012,933 (+14%) from 2016

Liabilities

Down

$8,891

Down $1,412 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin69th percentile

Revenue

Up

$419,272

Up $81,031 (+24%) from 2016

Expenses

Down

$354,878

Down $133,404 (-27%) from 2016

Net Income

Up

$64,394

Up $214,435 (+143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $4,276,349Liabilities 2010: $0Net Assets 2010: $4,276,3492010Assets 2011: $4,521,012Liabilities 2011: $0Net Assets 2011: $4,521,0122011Assets 2012: $5,119,539Liabilities 2012: $0Net Assets 2012: $5,119,5392012Assets 2013: $6,700,294Liabilities 2013: $0Net Assets 2013: $6,700,2942013Assets 2014: $7,521,224Liabilities 2014: $11,937Net Assets 2014: $7,509,2872014Assets 2015: $7,311,326Liabilities 2015: $134,550Net Assets 2015: $7,176,7762015Assets 2016: $7,381,278Liabilities 2016: $10,303Net Assets 2016: $7,370,9752016Assets 2017: $8,392,799Liabilities 2017: $8,891Net Assets 2017: $8,383,9082017Assets 2019: $25,131,275Liabilities 2019: $28,991Net Assets 2019: $25,102,2842019Assets 2020: $27,529,780Liabilities 2020: $28,011Net Assets 2020: $27,501,7692020Assets 2021: $31,791,339Liabilities 2021: $28,787Net Assets 2021: $31,762,5522021Assets 2022: $24,665,896Liabilities 2022: $0Net Assets 2022: $24,665,8962022Assets 2023: $28,106,767Liabilities 2023: $99,666Net Assets 2023: $28,007,1012023Assets 2024: $32,729,994Liabilities 2024: $346,332Net Assets 2024: $32,383,6622024

Highlighted filing

2017

Assets$8,392,799
Liabilities$8,891
Net Assets$8,383,908
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $219,1742010Expenses 2011: $221,0932011Expenses 2012: $207,2762012Revenue 2013: $473,514Expenses 2013: $256,566Net Income 2013: $216,9482013Revenue 2014: $519,115Expenses 2014: $293,462Net Income 2014: $225,6532014Revenue 2015: $703,804Expenses 2015: $451,581Net Income 2015: $252,2232015Revenue 2016: $338,241Expenses 2016: $488,282Net Income 2016: -$150,0412016Revenue 2017: $419,272Expenses 2017: $354,878Net Income 2017: $64,3942017Revenue 2019: $1,395,481Expenses 2019: $1,020,770Net Income 2019: $374,7112019Revenue 2020: $1,761,004Expenses 2020: $1,309,115Net Income 2020: $451,8892020Revenue 2021: $3,071,788Expenses 2021: $1,363,199Net Income 2021: $1,708,5892021Revenue 2022: $10,648,416Expenses 2022: $2,752,648Net Income 2022: $7,895,7682022Revenue 2023: $751,472Expenses 2023: $689,921Net Income 2023: $61,5512023Revenue 2024: $3,373,511Expenses 2024: $705,745Net Income 2024: $2,667,7662024

Highlighted filing

2017

Revenue$419,272
Expenses$354,878
Net Income$64,394
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$990,826
Mission and Program Overview

Mission

Health & welfare benefits.

Health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,370,975$8,383,908▲ $1,012,933
Investments in Publicly Traded Securities$7,204,395$8,017,118▲ $812,723
Savings and Temporary Cash Investments$161,414$348,919▲ $187,505
Cash and Non-Interest-Bearing Accounts$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
Rtn Earn Endowment Incm Other Fnds$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$7,381,278$8,392,799▲ $1,011,521
Other Assets Total$15,469$26,762▲ $11,293
Liabilities
Other Liabilities$10,303$8,891▼ $1,412
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
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,303$8,891▼ $1,412
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,370,975$8,383,908▲ $1,012,933
Total Liabilities and Net Assets / Fund Balance$7,381,278$8,392,799▲ $1,011,521
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
The Northern Trust CompanyTrustee$8,287$8,287
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,395
Investment Income
$411,877
Other Revenue
$0
Change in Net Assets
$64,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$346,591
Salaries, Compensation, and Employee Benefits$8,287
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$38,673
Current Officers, Directors, Trustees, and Key Employees---$8,287
Fees for Service Investment Mgmnt Fees---$2,794
Fees for Services Other---$1,750
Other Expenses---$20
Total Functional Expenses$0$0$0$354,878
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
Subject to proxy tax
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pending Trades$8,891
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 8

“Meetings held and actions undertaken by governing body northern trust company is the institutional trustee of this voluntary employees' beneficiary association under irc 501(c)(9) formed to fund certain welfare benefits of current and former employees of general dynamics. There are no meetings of the governing body or committees to document. Part vi, section b, line, 12-15 these questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

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

“Review of form 990 an accounting firm prepares forms 990 from data provided by trustee northern trust company. The returns are reviewed by human capital processes group at general dynamics. The returns are sent to the trustee before filing for signature.”

Form 990, Part VI, Line 19

“Documents as a 501(c)(9) organization, the trust is not required to make the documents referenced in question 19 available to the general public. Form 990, part vii, section a, line 1, col b average hours per week devoted to position as trustee, northern trust provides administrative services such as acting as investment manager for 'general dynamics adv. Tech. Inc. Postretirement life ins benefits trust'. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with the northern trust's agreement with 'general dynamics'.”

Filing and Contact Details

Filer

Filer Name
General Dynamics Adv Tech Inc
EIN
36-7237990
In Care Of
% NORTHERN TRUST CO
Phone
7038763000
Address
C/O NORTHERN TRUST 50 S LASALLE ST, CHICAGO, IL 60603

Signing Officer

Name
Tammi a Kozlowski
Title
SR. Vice President
Phone
3125572840
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Ohrnberger
Formed
1997
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE STE 4000, INDIANAPOLIS, IN 46204
Preparer
Janice K Martin
Phone
3176817000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Method of accounting modified cash”

Raw XML Appendix373 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HEALTH & WELFARE BENEFITS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0NORTHERN TRUST CO
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 S LASALLE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060603
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt07370975
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt08383908
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08287
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0411877
IRS990/CYOtherExpensesAmt0346591
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07395
IRS990/CYRevenuesLessExpensesAmt064394
IRS990/CYSalariesCompEmpBnftPaidAmt08287
IRS990/CYTotalExpensesAmt0354878
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0419272
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt038673
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01750
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02794
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0216427
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0787981
IRS990/GrossReceiptsAmt0990826
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt055318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195450
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0140132
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07204395
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08017118
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0571554
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0HEALTH & WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt07370975
IRS990/NetAssetsOrFundBalancesEOYAmt08383908
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0216427
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0216427
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0342491
IRS990/NetUnrlzdGainsLossesInvstAmt0948539
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015469
IRS990/OtherAssetsTotalGrp/EOYAmt026762
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PREMIUMS
IRS990/OtherExpensesGrp/Desc1FEDERAL TAXES
IRS990/OtherExpensesGrp/Desc2AMORTIZATION EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0196916
IRS990/OtherExpensesGrp/TotalAmt170000
IRS990/OtherExpensesGrp/TotalAmt236438
IRS990/OtherExpensesGrp/TotalAmt320
IRS990/OtherLiabilitiesGrp/BOYAmt010303
IRS990/OtherLiabilitiesGrp/EOYAmt08891
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOHN OHRNBERGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07395
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0328848
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0480302
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09393
IRS990/PYRevenuesLessExpensesAmt0-150041
IRS990/PYSalariesCompEmpBnftPaidAmt07980
IRS990/PYTotalExpensesAmt0488282
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0338241
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt064394
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0161414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0348919
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENDING TRADES
IRS990ScheduleD/TotalLiabilityAmt08891
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS HELD AND ACTIONS UNDERTAKEN BY GOVERNING BODY NORTHERN TRUST COMPANY IS THE INSTITUTIONAL TRUSTEE OF THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC 501(C)(9) FORMED TO FUND CERTAIN WELFARE BENEFITS OF CURRENT AND FORMER EMPLOYEES OF GENERAL DYNAMICS. THERE ARE NO MEETINGS OF THE GOVERNING BODY OR COMMITTEES TO DOCUMENT. PART VI, SECTION B, LINE, 12-15 THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF FORM 990 AN ACCOUNTING FIRM PREPARES FORMS 990 FROM DATA PROVIDED BY TRUSTEE NORTHERN TRUST COMPANY. THE RETURNS ARE REVIEWED BY HUMAN CAPITAL PROCESSES GROUP AT GENERAL DYNAMICS. THE RETURNS ARE SENT TO THE TRUSTEE BEFORE FILING FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A, LINE 1, COL B AVERAGE HOURS PER WEEK DEVOTED TO POSITION AS TRUSTEE, NORTHERN TRUST PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR 'GENERAL DYNAMICS ADV. TECH. INC. POSTRETIREMENT LIFE INS BENEFITS TRUST'. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE NORTHERN TRUST'S AGREEMENT WITH 'GENERAL DYNAMICS'.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3METHOD OF ACCOUNTING MODIFIED CASH
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0131673581
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TECHNOLOGY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GENERAL DYNAMICS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02941 FAIRVIEW PARK DRIVE SUITE 100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FALLS CHURCH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd022042
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07381278
IRS990/TotalAssetsEOYAmt08392799
IRS990/TotalAssetsGrp/BOYAmt07381278
IRS990/TotalAssetsGrp/EOYAmt08392799
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0354878
IRS990/TotalGrossUBIAmt0356559
IRS990/TotalLiabilitiesBOYAmt010303
IRS990/TotalLiabilitiesEOYAmt08891
IRS990/TotalLiabilitiesGrp/BOYAmt010303
IRS990/TotalLiabilitiesGrp/EOYAmt08891
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07370975
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08383908
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07395
IRS990/TotalReportableCompFromOrgAmt08287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062713
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0419272
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0356559
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07381278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08392799
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02941 FAIRVIEW PARK DR 100
IRS990/USAddress/CityNm0FALLS CHURCH
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022042
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMI A KOZLOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03125572840
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENERAL DYNAMICS ADV TECH INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POSTRETIREMENT LIFE INS BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0367237990
ReturnHeader/Filer/InCareOfNm0% NORTHERN TRUST CO
ReturnHeader/Filer/PhoneNum07038763000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NORTHERN TRUST 50 S LASALLE ST
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06DFBA33F1DAEE8CAFFEB9AC40683ECF49AA6169A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DFBA33F1DAEE8CAFFEB9AC40683ECF49AA6169A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId075306120182985000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.46.67.29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE STE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE K MARTIN
ReturnHeader/ReturnTs02018-10-25T08:16:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,392,799
Liabilities
$8,891
Net assets
$8,383,908
Revenue
$419,272
Expenses
$354,878
Net income
$64,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.7$0.35$32.4$3.37$0.71$2.67
2023Detailed filing. Detailed filing data is available for this year.$28.1$0.10$28.0$0.75$0.69$0.06
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$10.6$2.75$7.90
2021Detailed filing. Detailed filing data is available for this year.$31.8$0.03$31.8$3.07$1.36$1.71
2020Detailed filing. Detailed filing data is available for this year.$27.5$0.03$27.5$1.76$1.31$0.45
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.03$25.1$1.40$1.02$0.37
2017Detailed filing. Detailed filing data is available for this year.$8.39$0.01$8.38$0.42$0.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.01$7.37$0.34$0.49$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.31$0.13$7.18$0.70$0.45$0.25
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.01$7.51$0.52$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.47$0.26$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.00$5.12$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.00$4.52$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.00$4.28$0.22