Civic Intelligence

Altria Long-Term Disability & Survivor

EIN 51-0194366 • 501(c)9 • Plano, TX

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Profile

Provide for the payment of long-term disability payments to eligible employees and survivor income benefit payments to the spouses and dependents of deceased active and retired employees.

8181 Communications Pkwybldg A FPlano, TX 75024

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

2nd percentile

-108%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

2.2%

Faster revenue growth than 30% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$43,498,710

Down $7,853,498 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,498,710

Down $7,853,498 (-15%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin2nd percentile

Revenue

Up

$5,585,055

Up $121,458 (+2.2%) from 2023

Expenses

Up

$11,607,929

Up $919,171 (+8.6%) from 2023

Net Income

Down

-$6,022,874

Down $797,713 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150M$100M$50M$0Assets 2011: $116,819,688Liabilities 2011: $273,723Net Assets 2011: $116,545,9652011Assets 2012: $122,862,093Liabilities 2012: $412,052Net Assets 2012: $122,450,0412012Assets 2013: $131,280,274Liabilities 2013: $3,117,308Net Assets 2013: $128,162,9662013Assets 2014: $121,741,428Liabilities 2014: $0Net Assets 2014: $121,741,4282014Assets 2015: $105,503,704Liabilities 2015: $451,824Net Assets 2015: $105,051,8802015Assets 2016: $96,093,592Liabilities 2016: $0Net Assets 2016: $96,093,5922016Assets 2017: $88,666,156Liabilities 2017: $46,323Net Assets 2017: $88,619,8332017Assets 2018: $75,868,597Liabilities 2018: $619,439Net Assets 2018: $75,249,1582018Assets 2019: $77,442,587Liabilities 2019: $0Net Assets 2019: $77,442,5872019Assets 2020: $73,205,456Liabilities 2020: $0Net Assets 2020: $73,205,4562020Assets 2021: $71,923,559Liabilities 2021: $0Net Assets 2021: $71,923,5592021Assets 2022: $54,936,394Liabilities 2022: $0Net Assets 2022: $54,936,3942022Assets 2023: $51,352,208Liabilities 2023: $0Net Assets 2023: $51,352,2082023Assets 2024: $43,498,710Liabilities 2024: $0Net Assets 2024: $43,498,7102024

Highlighted filing

2024

Assets$43,498,710
Liabilities$0
Net Assets$43,498,710
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$30M$20M$10M$0-$10M-$20MExpenses 2011: $20,815,0142011Expenses 2012: $20,954,3392012Revenue 2013: $21,073,326Expenses 2013: $20,825,621Net Income 2013: $247,7052013Revenue 2014: $16,719,529Expenses 2014: $20,453,332Net Income 2014: -$3,733,8032014Revenue 2015: $13,197,577Expenses 2015: $20,105,588Net Income 2015: -$6,908,0112015Revenue 2016: $9,185,155Expenses 2016: $19,895,934Net Income 2016: -$10,710,7792016Revenue 2017: $8,186,176Expenses 2017: $17,699,372Net Income 2017: -$9,513,1962017Revenue 2018: $7,818,804Expenses 2018: $12,298,448Net Income 2018: -$4,479,6442018Revenue 2019: $5,544,613Expenses 2019: $11,729,788Net Income 2019: -$6,185,1752019Revenue 2020: $4,858,922Expenses 2020: $11,586,987Net Income 2020: -$6,728,0652020Revenue 2021: $8,055,781Expenses 2021: $11,615,390Net Income 2021: -$3,559,6092021Revenue 2022: $4,915,335Expenses 2022: $11,875,718Net Income 2022: -$6,960,3832022Revenue 2023: $5,463,597Expenses 2023: $10,688,758Net Income 2023: -$5,225,1612023Revenue 2024: $5,585,055Expenses 2024: $11,607,929Net Income 2024: -$6,022,8742024

Highlighted filing

2024

Revenue$5,585,055
Expenses$11,607,929
Net Income-$6,022,874
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$43,498,710
Liabilities
$0
Net assets
$43,498,710
Revenue
$5,585,055
Expenses
$11,607,929
Net income
-$6,022,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$5.59$11.6$6.02
2023Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$5.46$10.7$5.23
2022Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$4.92$11.9$6.96
2021Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$8.06$11.6$3.56
2020Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$4.86$11.6$6.73
2019Detailed filing. Detailed filing data is available for this year.$77.4$0.00$77.4$5.54$11.7$6.19
2018Detailed filing. Detailed filing data is available for this year.$75.9$0.62$75.2$7.82$12.3$4.48
2017Detailed filing. Detailed filing data is available for this year.$88.7$0.05$88.6$8.19$17.7$9.51
2016Detailed filing. Detailed filing data is available for this year.$96.1$0.00$96.1$9.19$19.9$10.7
2015Detailed filing. Detailed filing data is available for this year.$106$0.45$105$13.2$20.1$6.91
2014Detailed filing. Detailed filing data is available for this year.$122$0.00$122$16.7$20.5$3.73
2013Detailed filing. Detailed filing data is available for this year.$131$3.12$128$21.1$20.8$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$0.41$122$21.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$0.27$117$20.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$26,396,585
Mission and Program Overview

Mission

Provide for the payment of long-term disability payments to eligible employees and survivor income benefit payments to the spouses and dependents of deceased active and retired employees.

SEE PART III, 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$51,158,129$43,498,710▼ $7,659,419
Investments in Publicly Traded Securities$50,682,734$41,528,514▼ $9,154,220
Cash and Non-Interest-Bearing Accounts$424,304$1,807,316▲ $1,383,012
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$51,352,208$43,498,710▼ $7,853,498
Other Assets Total$245,170$162,880▼ $82,290
Liabilities
Other Liabilities$194,083$0▼ $194,083
Total Liabilities$194,083$0▼ $194,083
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,158,129$43,498,710▼ $7,659,419
Total Liabilities and Net Assets / Fund Balance$51,352,212$43,498,710▼ $7,853,502
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$598,679
Investment Income
$4,984,326
Other Revenue
$2,050
Change in Net Assets
$-6,022,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,136,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$8,471,777--$8,471,777
Fees for Service Investment Mgmnt Fees-$239,694-$239,694
Fees for Services Management-$37,300-$37,300
Other Expenses-$426-$426
Total Functional Expenses$8,471,777$3,136,152$0$11,607,929
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
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
No
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

“Part vi, line 11b the form 990 is prepared by an independent accountant and reviewed prior to filing by the trustee and others at the sponsor who are responsible for the administration of the trust.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust is not required to make the documents referenced in question 19 available to the general public unless required by erisa.”

Form 990, Part VIII - Investment Income

“Description total revenue interest 636,954 dividends - preferred 86,020 dividends - common 494,089 totals 1,217,063”

Filing and Contact Details

Filer

Filer Name
Altria Long-term Disability & Survivor
EIN
51-0194366
Phone
2125522992
Address
8181 COMMUNICATIONS PKWYBLDG A F, PLANO, TX 75024

Signing Officer

Name
Greg Caneco
Title
Assistant Secretary
Phone
2125522992
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Caneco
Formed
1974
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS, NEW YORK, NY 10036
Preparer
Peter J Coscia
Phone
6462135172
Supplemental Narrative

Additional Explanations

Form 990, Part IX - Benefits Paid to or for Members

“Benefit payments 8,471,777 totals 8,471,777”

Form 990, Part X - Investments - Publicly Traded Securities

“Description ending book value equities u.s. Dollar 28,948,931 government bonds 5,755,833 corporate bonds 1,533,079 municipal bonds 3,375,472 treasury bills 1,895,298 total 41,528,613”

Part XII Line 1

“The accounting method used is a modified method which is primarily a cash method but includes certain minor accruals.”

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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, 1
IRS990/BenefitsToMembersGrp/ProgramServicesAmt08471777
IRS990/BenefitsToMembersGrp/TotalAmt08471777
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRITTON WISE CO JP MORGAN CHASE BANK
IRS990/BooksInCareOfDetail/PhoneNum09723248874
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08181 COMMUNICATIONS PKWY
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075024
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt051158129
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt043498710
IRS990/CashNonInterestBearingGrp/BOYAmt0424304
IRS990/CashNonInterestBearingGrp/EOYAmt01807316
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt08471777
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04984326
IRS990/CYOtherExpensesAmt03136152
IRS990/CYOtherRevenueAmt02050
IRS990/CYProgramServiceRevenueAmt0598679
IRS990/CYRevenuesLessExpensesAmt0-6022874
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011607929
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05585055
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENT OF LONG-TERM DISABILITY PAYMENTS TO ELIGIBLE EMPLOYEES AND SURVIVOR INCOME BENEFIT PAYMENTS TO THE SPOUSES AND DEPENDENTS OF DECEASED ACTIVE AND RETIRED EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt08471777
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt037300
IRS990/FeesForServicesManagementGrp/TotalAmt037300
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0239694
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0239694
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03767263
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024578793
IRS990/GrossReceiptsAmt026396585
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01217063
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01217063
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt050682734
IRS990/InvestmentsPubTradedSecGrp/EOYAmt041528514
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt020811530
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE FOR THE PAYMENT OF LONG-TERM DISABILITY PAYMENTS TO ELIGIBLE EMPLOYEES AND SURVIVOR INCOME BENEFIT PAYMENTS TO THE SPOUSES AND DEPENDENTS OF DECEASED ACTIVE AND RETIRED EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051158125
IRS990/NetAssetsOrFundBalancesEOYAmt043498710
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03767263
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03767263
IRS990/NetUnrelatedBusTxblIncmAmt01815542
IRS990/NetUnrlzdGainsLossesInvstAmt0-1636545
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0245170
IRS990/OtherAssetsTotalGrp/EOYAmt0162880
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0NY STATE TAX PAYMENT
IRS990/OtherExpensesGrp/Desc1FEDERAL TAX PAYMENT
IRS990/OtherExpensesGrp/Desc2OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01258258
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11073809
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2526665
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3426
IRS990/OtherExpensesGrp/TotalAmt01258258
IRS990/OtherExpensesGrp/TotalAmt11073809
IRS990/OtherExpensesGrp/TotalAmt2526665
IRS990/OtherExpensesGrp/TotalAmt3426
IRS990/OtherLiabilitiesGrp/BOYAmt0194083
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0TRANSFER FROM
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02050
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02050
IRS990/OtherRevenueTotalAmt02050
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREG CANECO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0598679
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0598679
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt08678755
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05463597
IRS990/PYOtherExpensesAmt02003726
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-5225161
IRS990/PYSalariesCompEmpBnftPaidAmt06277
IRS990/PYTotalExpensesAmt010688758
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05463597
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-6022874
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED PRIOR TO FILING BY THE TRUSTEE AND OTHERS AT THE SPONSOR WHO ARE RESPONSIBLE FOR THE ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC UNLESS REQUIRED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION TOTAL REVENUE INTEREST 636,954 DIVIDENDS - PREFERRED 86,020 DIVIDENDS - COMMON 494,089 TOTALS 1,217,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFIT PAYMENTS 8,471,777 TOTALS 8,471,777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION ENDING BOOK VALUE EQUITIES U.S. DOLLAR 28,948,931 GOVERNMENT BONDS 5,755,833 CORPORATE BONDS 1,533,079 MUNICIPAL BONDS 3,375,472 TREASURY BILLS 1,895,298 TOTAL 41,528,613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ACCOUNTING METHOD USED IS A MODIFIED METHOD WHICH IS PRIMARILY A CASH METHOD BUT INCLUDES CERTAIN MINOR ACCRUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VIII - INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX - BENEFITS PAID TO OR FOR MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART X - INVESTMENTS - PUBLICLY TRADED SECURITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0133260245
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALTRIA GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06601 W BROAD ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0RICHMOND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd023230
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ALTRIA CLIENT SERVICES LLC IS THE PLAN SPONSOR TO THIS ORGANIZATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051352208
IRS990/TotalAssetsEOYAmt043498710
IRS990/TotalAssetsGrp/BOYAmt051352208
IRS990/TotalAssetsGrp/EOYAmt043498710
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03136152
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08471777
IRS990/TotalFunctionalExpensesGrp/TotalAmt011607929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0194083
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0194083
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051158129
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043498710
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08471777
IRS990/TotalProgramServiceRevenueAmt0598679
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05585055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05585055
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051352212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043498710
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O JPMORGAN CHASE BANK
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010005
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG CANECO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02125522992
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTRIA LONG-TERM DISABILITY & SURVIVOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST C/O JPMORGAN CHASE BANK
ReturnHeader/Filer/BusinessNameControlTxt0ALTR
ReturnHeader/Filer/EIN0510194366
ReturnHeader/Filer/PhoneNum02125522992
ReturnHeader/Filer/USAddress/AddressLine1Txt08181 COMMUNICATIONS PKWYBLDG A F
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135172
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J COSCIA
ReturnHeader/ReturnTs02025-05-14T16:25:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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