Civic Intelligence

Usaa Employee Benefit Association Medical

EIN 74-2678285 • 501(c)9 • San Antonio, TX

Profile

The purpose of the trust is to provide its members with medical and other health benefits.

PO Box 690286San Antonio, TX 78269-0286

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

100.66x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

20.89x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

46th percentile

3.1%

Higher net margin than 46% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

3.4%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Up

$4,179,230

Up $623,779 (+18%) from 2023

Liabilities

Down

$420,672,917

Down $84,823,784 (-17%) from 2023

Net Assets

Up

-$416,493,687

Up $85,447,563 (+17%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin46th percentile

Revenue

Up

$20,134,664

Up $662,667 (+3.4%) from 2023

Expenses

Up

$19,510,886

Up $829,194 (+4.4%) from 2023

Net Income

Down

$623,778

Down $166,527 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$1.0B$500M$0-$500M-$1.0BAssets 2010: $23,680,563Liabilities 2010: $59,148,969Net Assets 2010: -$35,468,4062010Assets 2011: $27,871,547Liabilities 2011: $158,235,098Net Assets 2011: -$130,363,5512011Assets 2012: $27,772,545Liabilities 2012: $931,165,499Net Assets 2012: -$903,392,9542012Assets 2013: $26,161,215Liabilities 2013: $936,564,793Net Assets 2013: -$910,403,5782013Assets 2014: $34,224,910Liabilities 2014: $986,905,710Net Assets 2014: -$952,680,8002014Assets 2015: $43,087,551Liabilities 2015: $641,475,622Net Assets 2015: -$598,388,0712015Assets 2016: $9,406,877Liabilities 2016: $652,093,431Net Assets 2016: -$642,686,5542016Assets 2017: $897,023Liabilities 2017: $652,024,765Net Assets 2017: -$651,127,7422017Assets 2018: $1,323,913Liabilities 2018: $621,092,588Net Assets 2018: -$619,768,6752018Assets 2019: $1,501,675Liabilities 2019: $712,940,326Net Assets 2019: -$711,438,6502019Assets 2020: $2,235,321Liabilities 2020: $811,502,493Net Assets 2020: -$809,267,1722020Assets 2021: $1,542,084Liabilities 2021: $793,095,898Net Assets 2021: -$791,553,8142021Assets 2022: $2,765,145Liabilities 2022: $577,737,227Net Assets 2022: -$574,972,0822022Assets 2023: $3,555,451Liabilities 2023: $505,496,701Net Assets 2023: -$501,941,2502023Assets 2024: $4,179,230Liabilities 2024: $420,672,917Net Assets 2024: -$416,493,6872024

Highlighted filing

2024

Assets$4,179,230
Liabilities$420,672,917
Net Assets-$416,493,687
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$400M$200M$0-$200MRevenue 2010: $207,130,733Expenses 2010: $208,071,026Net Income 2010: -$940,2932010Revenue 2011: $240,698,945Expenses 2011: $237,859,683Net Income 2011: $2,839,2622011Revenue 2012: $250,072,654Expenses 2012: $249,977,463Net Income 2012: $95,1912012Revenue 2013: $280,074,536Expenses 2013: $283,140,615Net Income 2013: -$3,066,0792013Revenue 2014: $349,002,861Expenses 2014: $348,765,131Net Income 2014: $237,7302014Revenue 2015: $386,599,148Expenses 2015: $382,950,109Net Income 2015: $3,649,0392015Revenue 2016: $302,700,334Expenses 2016: $308,497,139Net Income 2016: -$5,796,8052016Revenue 2017: $15,609,339Expenses 2017: $31,896,469Net Income 2017: -$16,287,1302017Revenue 2018: $16,835,716Expenses 2018: $16,211,014Net Income 2018: $624,7022018Revenue 2019: $18,382,657Expenses 2019: $18,196,476Net Income 2019: $186,1812019Revenue 2020: $21,277,133Expenses 2020: $20,543,490Net Income 2020: $733,6432020Revenue 2021: $18,530,439Expenses 2021: $19,223,676Net Income 2021: -$693,2372021Revenue 2022: $18,658,854Expenses 2022: $17,435,793Net Income 2022: $1,223,0612022Revenue 2023: $19,471,997Expenses 2023: $18,681,692Net Income 2023: $790,3052023Revenue 2024: $20,134,664Expenses 2024: $19,510,886Net Income 2024: $623,7782024

Highlighted filing

2024

Revenue$20,134,664
Expenses$19,510,886
Net Income$623,778
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,179,230
Liabilities
$420,672,917
Net assets
-$416,493,687
Revenue
$20,134,664
Expenses
$19,510,886
Net income
$623,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$421$416$20.1$19.5$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$505$502$19.5$18.7$0.79
2022Detailed filing. Detailed filing data is available for this year.$2.77$578$575$18.7$17.4$1.22
2021Detailed filing. Detailed filing data is available for this year.$1.54$793$792$18.5$19.2$0.69
2020Detailed filing. Detailed filing data is available for this year.$2.24$812$809$21.3$20.5$0.73
2019Summary only. Only limited summary data is available for this year.$1.50$713$711$18.4$18.2$0.19
2018Summary only. Only limited summary data is available for this year.$1.32$621$620$16.8$16.2$0.62
2017Summary only. Only limited summary data is available for this year.$0.90$652$651$15.6$31.9$16.3
2016Summary only. Only limited summary data is available for this year.$9.41$652$643$303$308$5.80
2015Summary only. Only limited summary data is available for this year.$43.1$641$598$387$383$3.65
2014Summary only. Only limited summary data is available for this year.$34.2$987$953$349$349$0.24
2013Summary only. Only limited summary data is available for this year.$26.2$937$910$280$283$3.07
2012Summary only. Only limited summary data is available for this year.$27.8$931$903$250$250$0.10
2011Summary only. Only limited summary data is available for this year.$27.9$158$130$241$238$2.84
2010Summary only. Only limited summary data is available for this year.$23.7$59.1$35.5$207$208$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$20,134,664
Mission and Program Overview

Mission

The purpose of the trust is to provide its members with medical and other health benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$324,831$2,320,056▲ $1,995,225
Accounts Receivable$3,230,620$1,859,174▼ $1,371,446
Cash and Non-Interest-Bearing Accounts$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
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$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→ $0
Rtn Earn Endowment Incm Other Fnds$-501,941,250$-416,493,687▲ $85,447,563
Total Assets$3,555,451$4,179,230▲ $623,779
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$505,496,701$420,672,917▼ $84,823,784
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$505,496,701$420,672,917▼ $84,823,784
Net Assets / Fund Balance
Total Net Assets Fund Balance$-501,941,250$-416,493,687▲ $85,447,563
Total Liabilities and Net Assets / Fund Balance$3,555,451$4,179,230▲ $623,779
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Asa WatermanChair, AVP Benefits
Melissa JacksonVice Chair, SVP Corp Treasurer
James SuttonAVP, FIN. CENTERS/ATM Channel
Chris SwetonicAVP, P&C Actuary CAT Risk Mgmt
Shawn LoftusSVP, Act/analyt/bus Risk&cntrl
Kathleen Ores WalshVP, ACT. P&P ANALYT thru 5/24
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,096,756
Investment Income
$37,908
Other Revenue
$0
Change in Net Assets
$623,778
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$19,510,886--$19,510,886
Total Functional Expenses$19,510,886$0$0$19,510,886
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
Benefit Obligations$420,672,917
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE

“SECTION A. GOVERNING BODY AND MANAGEMENT, LINE 2 Asa Waterman, Melissa Jackson, Shawn Loftus, James Sutton, and Chris Swetonic have a business relationship.”

PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE

“Section a. Governing body and management, line 7a the usaa ceo appoints the governing body of the trust. The voting members are all officers of the employer that sponsors the plan funded by the trust.”

PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE

“Section b. Policies, line 11b the return is provided to management for review before filing.”

PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE

“Section b. Policies, line 12c the usaa ceo appoints the governing body of the trust. The trust is subject to erisa fiduciary rules, and the governing body meets at least quarterly to ensure compliance with such rules.”

PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE

“Section c. Disclosure, line 19 the trust is subject to erisa, and copies of the plan, trust documents, and latest forms 5500 are available to participants on request as required by erisa.”

Filing and Contact Details

Filer

Filer Name
USAA Employee Benefit Association Medical
EIN
74-2678285
In Care Of
% NATHANIEL BAILEY
Phone
8005318722
Address
PO Box 690286, San Antonio, TX 78269-0286

Signing Officer

Name
Asa Waterman
Title
Avp
Phone
2104980702
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Asa Waterman
Formed
1993
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Ernst & Young US Llp
Address
1101 NEW YORK AVENUE NW, WASHINGTON, DC 20005
Preparer
Stephen Clarke
Phone
2023276064
Supplemental Narrative

Additional Explanations

PART XI: RECONCILIATION OF NET ASSETS

“Line 9: other changes in net assets or fund balances net increase in benefit obligations 84,823,785 --------------------------------------- --------------- total 84,823,785”

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SVP, ACT/ANALYT/BUS RISK&CNTRL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION A. GOVERNING BODY AND MANAGEMENT, LINE 2 Asa Waterman, Melissa Jackson, Shawn Loftus, James Sutton, and Chris Swetonic have a business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECTION A. GOVERNING BODY AND MANAGEMENT, LINE 7A THE USAA CEO APPOINTS THE GOVERNING BODY OF THE TRUST. THE VOTING MEMBERS ARE ALL OFFICERS OF THE EMPLOYER THAT SPONSORS THE PLAN FUNDED BY THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECTION B. POLICIES, LINE 11B THE RETURN IS PROVIDED TO MANAGEMENT FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECTION B. POLICIES, LINE 12C THE USAA CEO APPOINTS THE GOVERNING BODY OF THE TRUST. THE TRUST IS SUBJECT TO ERISA FIDUCIARY RULES, AND THE GOVERNING BODY MEETS AT LEAST QUARTERLY TO ENSURE COMPLIANCE WITH SUCH RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECTION C. DISCLOSURE, LINE 19 THE TRUST IS SUBJECT TO ERISA, AND COPIES OF THE PLAN, TRUST DOCUMENTS, AND LATEST FORMS 5500 ARE AVAILABLE TO PARTICIPANTS ON REQUEST AS REQUIRED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LINE 9: OTHER CHANGES IN NET ASSETS OR FUND BALANCES NET INCREASE IN BENEFIT OBLIGATIONS 84,823,785 --------------------------------------- --------------- TOTAL 84,823,785
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI: GOVERNANCE, MANAGEMENT AND DISCLOSURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XI: RECONCILIATION OF NET ASSETS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0USAA PENSION TRUST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ASA WATERMAN
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USAA Employee Benefit Association Medical
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ReturnHeader/Filer/InCareOfNm0% NATHANIEL BAILEY
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