Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
41st percentile
Higher top officer pay than 41% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
44th percentile
Faster asset growth than 44% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Assets
Up$202,116,098
Up $15,455,962 (+8.3%) from 2016
Net Assets
Down$32,617,435
Down $2,848,288 (-8.0%) from 2016
Liabilities
Up$169,498,663
Up $18,304,250 (+12%) from 2016
Revenue
Up$334,835,136
Up $16,153,542 (+5.1%) from 2016
Expenses
Up$333,793,926
Up $17,136,834 (+5.4%) from 2016
Net Income
Down$1,041,210
Down $983,292 (-49%) from 2016
To receive, hold & invest contributions for employee health, disability & life benefit plans.
To receive, hold, & invest contributions for employee health, disability, & life benefit plans.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $118,508,361 | $169,954,083 | ▲ $51,445,722 |
| Rtn Earn Endowment Incm Other Fnds | $35,465,723 | $32,617,435 | ▼ $2,848,288 |
| Accounts Receivable | $18,506,635 | $18,948,097 | ▲ $441,462 |
| Savings and Temporary Cash Investments | $24,601,125 | $9,463,974 | ▼ $15,137,151 |
| Other Notes and Loans Receivable, Net | $9,428,772 | $0 | ▼ $9,428,772 |
| Investments Other Securities | $5,361,075 | - | - |
| Cash and Non-Interest-Bearing Accounts | $8,402,700 | $1,446,821 | ▼ $6,955,879 |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Program Related | $0 | - | - |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Total Assets | $186,660,136 | $202,116,098 | ▲ $15,455,962 |
| Other Assets Total | $1,851,468 | $2,303,123 | ▲ $451,655 |
| Liabilities | |||
| Other Liabilities | $150,758,118 | $169,288,596 | ▲ $18,530,478 |
| Accounts Payable and Accrued Expenses | $436,295 | $210,067 | ▼ $226,228 |
| Total Liabilities | $151,194,413 | $169,498,663 | ▲ $18,304,250 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $35,465,723 | $32,617,435 | ▼ $2,848,288 |
| Total Liabilities and Net Assets / Fund Balance | $186,660,136 | $202,116,098 | ▲ $15,455,962 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| - | Trustee | PT | $125 | $125 |
| Line Item | Amount |
|---|---|
| Other Expenses | $8,256,657 |
| Salaries, Compensation, and Employee Benefits | $45,315 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $325,491,954 |
| Other Expenses | - | - | - | $2,254,538 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $256,915 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $45,315 |
| All Other Expenses | $0 | $0 | $0 | $569 |
| Total Functional Expenses | $0 | $0 | $0 | $333,793,926 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $333,793,926 |
| Total Expenses per Audited Statements | $333,793,926 |
| Total Expenses per Form 990 | $333,793,926 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $0 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Liability | Amount |
|---|---|
| Long-term Disability Plan Benefit Obligation | $85,291,032 |
| Estimated Liability for Outstanding Claims (including Ibnr) | $31,351,712 |
| Post Retirement Plan Benefit Obligation | $30,066,099 |
| Due to Broker | $19,744,753 |
| Premiums Payable to Insurance Companies | $2,835,000 |
“Ascension health welfare benefits trust does not have a ceo, executive director, top managment official, and other officers or key employees; therefore, these questions are more appropriatlely answered as not applicable.”
“Ascension is the Plan Sponsor of Ascension Welfare Benefits Trust, and as Plan Sponsor reserves the right to amend the Trust. The reserved rights to amend the Trust includes the ability to appoint a new trustee.”
“Ascension is the Plan Sponsor of Ascension Welfare Benefits Trust. As the Plan Sponsor, Ascension holds certain rights as provided in the trust agreement.”
“Ascension Welfare Benefits Trust is a Voluntary Employees' Beneficiary Association as described in Internal Revenue Code Section 501(c)(9). As such, it did not hold meetings of the governing body during the year. All decisions of the organization were made by the Trustee, State Street Bank, or the Plan Sponsor, Ascension.”
“Ascension Welfare Benefits Trust is a Voluntary Employees' Beneficiary Association as described in Internal Revenue Code Section 501(c)(9). As such, it did not hold meetings of any committee with authority to act on behalf of the governing body during the year. All decisions of the organization were made by the Trustee, State Street Bank, or the Plan Sponsor, Ascension.”
“Officer who cannot be reached at organization's mailing address: State Street Bank and Trust Company #1 Lincoln Center, Boston, MA 02111”
“Ascension welfare benefits trust works diligently to complete the form 990 and attached schedules in a thorough manner. Prior to filing the return, the return is available for review by applicable management.”
“The organization will provide any documents open to public inspection upon request.”
“Explanation of compensation to State Street Bank: Fees are based on the number of purchases, sales, and other transactions.”
“(Expenses $ 65,397 including grants of $ 0)(Revenue $ 0) PROVIDES RETIREE MEDICAL BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS.”
“Investment loss allocable to Genesys - -3966400;”
“Ascension welfare benefits trust does not have a committee that is responsible under its governing documents or through delegation by its governing body for the selection of an independent accountant. The plan sponsor, ascension health, however, does have the ability under the trust agreement to audit the accounts, books and records for the ascension welfare benefits trust.”
“Uncertainty in income tax positions are accounted for by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. It has been determined that no material unrecognized tax benefits or liabilities exist as of december 31, 2018.”
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/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 436295 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 210067 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 18506635 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 18948097 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO RECEIVE, HOLD, & INVEST CONTRIBUTIONS FOR EMPLOYEE HEALTH, DISABILITY, & LIFE BENEFIT PLANS. |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 569 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | false |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 325491954 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SARA O'BRIEN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3147338070 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11775 BORMAN DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MARYLAND HEIGHTS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 63146 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 8402700 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1446821 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 45315 |
| 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/ContriRptFundraisingEventAmt | 0 | 0 |
| IRS990/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 325491954 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 13716806 |
| IRS990/CYOtherExpensesAmt | 0 | 8256657 |
| IRS990/CYOtherRevenueAmt | 0 | 108037 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 321010293 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1041210 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 45315 |
| IRS990/CYTotalExpensesAmt | 0 | 333793926 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 334835136 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | NATIONAL HEALTHCARE PLAN PROVIDES PRESCRIPTION, DENTAL, VISION AND EMPLOYEE ASSISTANCE PROGRAMS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 264738708 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 256915 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 20.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 20.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | NORTHERN TRUST COMPANY |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 1 | STATE STREET BANK |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 45190 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 125 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3454876 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 469437129 |
| IRS990/GrossReceiptsAmt | 0 | 800817389 |
| IRS990/GrossRentsGrp/PersonalAmt | 0 | 0 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 0 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 10261930 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 10261930 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 5361075 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 118508361 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 169954083 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 0 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 465982253 |
| IRS990/LessRentalExpensesGrp/PersonalAmt | 0 | 0 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 0 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | false |
| IRS990/MiscellaneousRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/MissionDesc | 0 | To receive, hold & invest contributions for employee health, disability & life benefit plans. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 35465723 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 32617435 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 3454876 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3454876 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 76902 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1851468 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2303123 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -3966400 |
| IRS990/OtherExpensesGrp/Desc | 0 | CONTRACT ADMINISTRATOR |
| IRS990/OtherExpensesGrp/Desc | 1 | ADMINISTRATOR |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 5744635 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2254538 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 150758118 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 169288596 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INVESTMENT INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 108037 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 108037 |
| IRS990/OtherRevenueTotalAmt | 0 | 108037 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 9428772 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | KERRY BRUNNER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900001 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900001 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900001 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | NATIONAL HEALTHCARE PLAN |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | GROUP LIFE PLAN |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | DISABILITY PLAN |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 267020130 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 35317273 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 18672890 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 267020130 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 35317273 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 18672890 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | GROUP LIFE PLANS PROVIDES LIFE, SUPPLEMENTAL LIFE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR EMPLYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 36982310 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 35317273 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | DISABILITY PLAN PROVIDES LONG-TERM AND SHORT-TERM DISABILITY BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 32007511 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 18672890 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | PROVIDES RETIREE MEDICAL BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 65397 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 307924143 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 7251681 |
| IRS990/PYOtherExpensesAmt | 0 | 8661861 |
| IRS990/PYOtherRevenueAmt | 0 | 46383 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 311383530 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2024502 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 71088 |
| IRS990/PYTotalExpensesAmt | 0 | 316657092 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 318681594 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1041210 |
| IRS990/RegularMonitoringEnfrcInd | 0 | false |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 267020130 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 35465723 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 32617435 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 24601125 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 9463974 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 333793926 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 76902 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 85291032 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 31351712 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 2835000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 30066099 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 4 | 19744753 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | LONG-TERM DISABILITY PLAN BENEFIT OBLIGATION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | ESTIMATED LIABILITY FOR OUTSTANDING CLAIMS (INCLUDING IBNR) |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | PREMIUMS PAYABLE TO INSURANCE COMPANIES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | POST RETIREMENT PLAN BENEFIT OBLIGATION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 4 | DUE TO BROKER |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 0 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 76902 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 334835136 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | UNCERTAINTY IN INCOME TAX POSITIONS ARE ACCOUNTED FOR BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT HAS BEEN DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF DECEMBER 31, 2018. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 333793926 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 169288596 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 334835136 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 334912038 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 333793926 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | (Expenses $ 65,397 including grants of $ 0)(Revenue $ 0) PROVIDES RETIREE MEDICAL BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ASCENSION HEALTH WELFARE BENEFITS TRUST DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGMENT OFFICIAL, AND OTHER OFFICERS OR KEY EMPLOYEES; THEREFORE, THESE QUESTIONS ARE MORE APPROPRIATLELY ANSWERED AS NOT APPLICABLE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Ascension is the Plan Sponsor of Ascension Welfare Benefits Trust, and as Plan Sponsor reserves the right to amend the Trust. The reserved rights to amend the Trust includes the ability to appoint a new trustee. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Ascension is the Plan Sponsor of Ascension Welfare Benefits Trust. As the Plan Sponsor, Ascension holds certain rights as provided in the trust agreement. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Ascension Welfare Benefits Trust is a Voluntary Employees' Beneficiary Association as described in Internal Revenue Code Section 501(c)(9). As such, it did not hold meetings of the governing body during the year. All decisions of the organization were made by the Trustee, State Street Bank, or the Plan Sponsor, Ascension. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Ascension Welfare Benefits Trust is a Voluntary Employees' Beneficiary Association as described in Internal Revenue Code Section 501(c)(9). As such, it did not hold meetings of any committee with authority to act on behalf of the governing body during the year. All decisions of the organization were made by the Trustee, State Street Bank, or the Plan Sponsor, Ascension. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Officer who cannot be reached at organization's mailing address: State Street Bank and Trust Company #1 Lincoln Center, Boston, MA 02111 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ASCENSION WELFARE BENEFITS TRUST WORKS DILIGENTLY TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES IN A THOROUGH MANNER. PRIOR TO FILING THE RETURN, THE RETURN IS AVAILABLE FOR REVIEW BY APPLICABLE MANAGEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | The organization will provide any documents open to public inspection upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Explanation of compensation to State Street Bank: Fees are based on the number of purchases, sales, and other transactions. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Investment loss allocable to Genesys - -3966400; |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | ASCENSION WELFARE BENEFITS TRUST DOES NOT HAVE A COMMITTEE THAT IS RESPONSIBLE UNDER ITS GOVERNING DOCUMENTS OR THROUGH DELEGATION BY ITS GOVERNING BODY FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PLAN SPONSOR, ASCENSION HEALTH, HOWEVER, DOES HAVE THE ABILITY UNDER THE TRUST AGREEMENT TO AUDIT THE ACCOUNTS, BOOKS AND RECORDS FOR THE ASCENSION WELFARE BENEFITS TRUST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part III, Line 4d Description of other program services |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 15 NO TOP MANAGMENT |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 7a Members or stockholders electing members of governing body |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 8a Documentation of meetings held by governing body |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Line 9 Interested person not at organization's address |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VI, Line 11b Review of form 990 by governing body |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part VI, Line 19 Required documents available to the public |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part VII, Section A, Line 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part XI, Line 9 Other changes in net assets or fund balances |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990, Part XII, Line 2c NO COMMITTEE |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | ASCENSION HEALTH ALLIANCE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 453358926 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | MO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | NATIONAL HEALTH SYSTEM |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | Type I |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | PO BOX 45998 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | ST LOUIS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 631455998 |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | true |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | Ascension is the sole entity making contributions to the VEBA; however, it does so on behalf of itself and other controlled group members participating in the VEBA. |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule R, Part II |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 202116098 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 186660136 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 202116098 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 333793926 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 151194413 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 169498663 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 151194413 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 169498663 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 35465723 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 32617435 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 65397 |
| IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 0 |
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| IRS990/TotalProgramServiceExpensesAmt | 0 | 333793926 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 321010293 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 45315 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 13824843 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 321010293 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 334835136 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 186660136 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 202116098 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 11775 BORMAN DRIVE |
| IRS990/USAddress/CityNm | 0 | ST LOUIS |
| IRS990/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990/USAddress/ZIPCd | 0 | 631464134 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TONYA MERSHON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TAX OFFICER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Ascension Welfare Benefits Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ASCE |
| ReturnHeader/Filer/EIN | 0 | 431601369 |
| ReturnHeader/Filer/PhoneNum | 0 | 3147338000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 46944 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | St Louis |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 631466944 |
| ReturnHeader/ReturnTs | 0 | 2018-11-13T09:00:18-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.