Civic Intelligence

Delta Account-Based Medical Trust

EIN 75-3261600 • 501(c)9 • Atlanta, GA

Profile

Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs.

1030 Delta Boulevard 959Atlanta, GA 30354

www.delta.com

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.51x

Higher debt load relative to assets than 62% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

15th percentile

-2.4%

Higher net margin than 15% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

6th percentile

$8,000

Higher top officer pay than 6% of similar nonprofits.

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

$1B+ nonprofits • Source year 2024

Asset Growth

3rd percentile

-12%

Faster asset growth than 3% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

13%

Faster revenue growth than 55% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$54,295,772

Down $7,739,169 (-12%) from 2023

Liabilities

Up

$27,566,033

Up $21,374,489 (+345%) from 2023

Net Assets

Down

$26,729,739

Down $29,113,658 (-52%) from 2023

Operations
Liabilities / Revenue9th percentileNet Margin15th percentile

Revenue

Up

$1,190,293,159

Up $133,919,532 (+13%) from 2023

Expenses

Up

$1,219,413,323

Up $158,738,843 (+15%) from 2023

Net Income

Down

-$29,120,164

Down $24,819,311 (-577%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$150M$100M$50M$0-$50MAssets 2010: $19,446,372Liabilities 2010: $40,798,035Net Assets 2010: -$21,351,6632010Assets 2011: $18,812,783Liabilities 2011: $42,895,481Net Assets 2011: -$24,082,6982011Assets 2012: $26,213,415Liabilities 2012: $55,421,608Net Assets 2012: -$29,208,1932012Assets 2013: $28,002,002Liabilities 2013: $60,620,361Net Assets 2013: -$32,618,3592013Assets 2014: $24,236,008Liabilities 2014: $64,919,510Net Assets 2014: -$40,683,5022014Assets 2015: $30,209,171Liabilities 2015: $60,286,959Net Assets 2015: -$30,077,7882015Assets 2016: $48,701,411Liabilities 2016: $71,715,112Net Assets 2016: -$23,013,7012016Assets 2017: $46,205,880Liabilities 2017: $64,680,654Net Assets 2017: -$18,474,7742017Assets 2018: $45,611,628Liabilities 2018: $74,073,940Net Assets 2018: -$28,462,3122018Assets 2019: $137,403,492Liabilities 2019: $77,780,576Net Assets 2019: $59,622,9162019Assets 2020: $118,311,492Liabilities 2020: $87,195,028Net Assets 2020: $31,116,4642020Assets 2021: $64,420,451Liabilities 2021: $2,116,810Net Assets 2021: $62,303,6412021Assets 2022: $62,882,362Liabilities 2022: $2,742,719Net Assets 2022: $60,139,6432022Assets 2023: $62,034,941Liabilities 2023: $6,191,544Net Assets 2023: $55,843,3972023Assets 2024: $54,295,772Liabilities 2024: $27,566,033Net Assets 2024: $26,729,7392024

Highlighted filing

2024

Assets$54,295,772
Liabilities$27,566,033
Net Assets$26,729,739
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$1.5B$1.0B$500M$0-$500MExpenses 2010: $411,971,1662010Expenses 2011: $552,851,2632011Expenses 2012: $637,006,9032012Revenue 2013: $658,785,583Expenses 2013: $662,195,749Net Income 2013: -$3,410,1662013Revenue 2014: $707,766,278Expenses 2014: $715,831,421Net Income 2014: -$8,065,1432014Revenue 2015: $728,171,989Expenses 2015: $717,566,275Net Income 2015: $10,605,7142015Revenue 2016: $783,575,171Expenses 2016: $776,511,084Net Income 2016: $7,064,0872016Revenue 2017: $821,995,126Expenses 2017: $817,456,691Net Income 2017: $4,538,4352017Revenue 2018: $856,976,604Expenses 2018: $866,965,297Net Income 2018: -$9,988,6932018Revenue 2019: $993,524,749Expenses 2019: $905,439,735Net Income 2019: $88,085,0142019Revenue 2020: $960,657,990Expenses 2020: $989,198,620Net Income 2020: -$28,540,6302020Revenue 2021: $922,711,944Expenses 2021: $975,380,938Net Income 2021: -$52,668,9942021Revenue 2022: $1,008,105,928Expenses 2022: $1,010,267,096Net Income 2022: -$2,161,1682022Revenue 2023: $1,056,373,627Expenses 2023: $1,060,674,480Net Income 2023: -$4,300,8532023Revenue 2024: $1,190,293,159Expenses 2024: $1,219,413,323Net Income 2024: -$29,120,1642024

Highlighted filing

2024

Revenue$1,190,293,159
Expenses$1,219,413,323
Net Income-$29,120,164
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$54,295,772
Liabilities
$27,566,033
Net assets
$26,729,739
Revenue
$1,190,293,159
Expenses
$1,219,413,323
Net income
-$29,120,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.3$27.6$26.7$1,190$1,219$29.1
2023Detailed filing. Detailed filing data is available for this year.$62.0$6.19$55.8$1,056$1,061$4.30
2022Detailed filing. Detailed filing data is available for this year.$62.9$2.74$60.1$1,008$1,010$2.16
2021Detailed filing. Detailed filing data is available for this year.$64.4$2.12$62.3$923$975$52.7
2020Detailed filing. Detailed filing data is available for this year.$118$87.2$31.1$961$989$28.5
2019Detailed filing. Detailed filing data is available for this year.$137$77.8$59.6$994$905$88.1
2018Detailed filing. Detailed filing data is available for this year.$45.6$74.1$28.5$857$867$9.99
2017Detailed filing. Detailed filing data is available for this year.$46.2$64.7$18.5$822$817$4.54
2016Detailed filing. Detailed filing data is available for this year.$48.7$71.7$23.0$784$777$7.06
2015Detailed filing. Detailed filing data is available for this year.$30.2$60.3$30.1$728$718$10.6
2014Detailed filing. Detailed filing data is available for this year.$24.2$64.9$40.7$708$716$8.07
2013Summary only. Only limited summary data is available for this year.$28.0$60.6$32.6$659$662$3.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$55.4$29.2$637
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$42.9$24.1$553
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$40.8$21.4$412
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,190,293,159
Mission and Program Overview

Mission

Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$51,109,382$52,651,289▲ $1,541,907
Cap Stk Tr Prin Current Funds$55,843,397$26,729,739▼ $29,113,658
Cash and Non-Interest-Bearing Accounts$3,275,924$0▼ $3,275,924
Savings and Temporary Cash Investments$7,649,635$1,644,483▼ $6,005,152
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$62,034,941$54,295,772▼ $7,739,169
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,191,544$27,566,033▲ $21,374,489
Other Liabilities$0$0→ $0
Total Liabilities$6,191,544$27,566,033▲ $21,374,489
Net Assets / Fund Balance
Total Net Assets Fund Balance$55,843,397$26,729,739▼ $29,113,658
Total Liabilities and Net Assets / Fund Balance$62,034,941$54,295,772▼ $7,739,169
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleBaseTotal
Jp Morgan ChaseTrustee$8,000$8,000

Board Members and Trustees

NameTitle
Kelley ElliottCHAIR, ADMIN COMMITTEE; MEMBER
Janet BrunkMember, Admin Committee
Mindy DavisonMember, Admin Committee
Jennifer ShayMember, Admin Subcommittee
Garrett ChaseMember, Investment Committee
Kenneth W MorgeMember, Investment Committee
Michelle HornMember, Investment Committee
William C CarrollMember, Investment Committee
Hearther TardifMember, Investment Committee (as of 01/2024)
Heather OstisMember, Investment Committee (thru 01/2024)
Shawn ColeMember, Investment Committee (thru 02/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
QuantumContract Admin5240 BLAZER PARKWAY, Dublin, OH 43017$21,557,625
United Medical Resources (umr)Contract Admin11 SCOTT ST, Wausau, WI 54403$21,388,893
SharecareContract Admin255 EAST PACES FERRY ROAD, Atlanta, GA 30305$4,184,181
Delta DentalContract AdminPO BOX 1809, Alpharetta, GA 30023$2,978,487
Cvs CaremarkContract Admin1 CVS DRIVE, Woonsocket, RI 02895$1,716,136
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,189,254,367
Investment Income
$1,038,792
Other Revenue
$0
Change in Net Assets
$-29,120,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,190,293,159
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,506
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,190,299,665
Total Revenue per Form 990
$1,190,293,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,993,311
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---$1,136,420,012
Fees for Services Other---$82,945,625
Fees for Services Accounting---$47,686
Total Functional Expenses$0$0$0$1,219,413,323

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,219,413,323
Total Expenses per Audited Statements$1,219,413,323
Total Expenses per Form 990$1,219,413,323
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is completed each year by delta air lines, inc.'s corporate benefits department and their independent accountants. The department and the accountants enter all the information and gather the necessary files and schedules for support. The return goes through two levels of managerial review, and then the return is reviewed with the principal officer prior to signing the form.”

Form 990, Part VI, Line 19 Required documents available to the public

“The financial statements of the account-based medical trust are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta Account-based Medical Trust
EIN
75-3261600
Phone
4047152600
Address
1030 DELTA BOULEVARD 959, ATLANTA, GA 30354

Signing Officer

Name
Kelley Elliott
Title
VP, Hr Services and Total Rewards
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503-2426
Preparer
Kelly Raquet
Phone
6167747000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The trust is intended to qualify pursuant to section 501(c)(9) of the code and accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter from the internal revenue service ("irs") dated june 12, 2009. The plan has been amended since receiving the exemption letter. The plan and trust must operate in accordance with the code to maintain the trust's tax exempt status. The company believes that the plan as amended, and the trust, continue to qualify and to operate in accordance with applicable requirements of the code; therefore, no provision for income taxes has been included in the plan's financial statements. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 435 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/BOYAmt06191544
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027566033
IRS990/AccountsReceivableGrp/BOYAmt051109382
IRS990/AccountsReceivableGrp/EOYAmt052651289
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01136420012
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DELTA AIR LINES INC CORP BEN
IRS990/BooksInCareOfDetail/PhoneNum04047152600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01030 DELTA BLVD DEPT 837
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030354
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt055843397
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt026729739
IRS990/CashNonInterestBearingGrp/BOYAmt03275924
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt011
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt021557625
IRS990/ContractorCompensationGrp/CompensationAmt121388893
IRS990/ContractorCompensationGrp/CompensationAmt24184181
IRS990/ContractorCompensationGrp/CompensationAmt32978487
IRS990/ContractorCompensationGrp/CompensationAmt41716136
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05240 BLAZER PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt111 SCOTT ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2255 EAST PACES FERRY ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 1809
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41 CVS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DUBLIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WAUSAU
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3ALPHARETTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4WOONSOCKET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4RI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd043017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd154403
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd230305
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd330023
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd402895
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0QUANTUM
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED MEDICAL RESOURCES (UMR)
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SHARECARE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3DELTA DENTAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CVS CAREMARK
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1CONTRACT ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACT ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc3CONTRACT ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc4CONTRACT ADMIN
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01136420012
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01038792
IRS990/CYOtherExpensesAmt082993311
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01189254367
IRS990/CYRevenuesLessExpensesAmt0-29120164
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01219413323
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01190293159
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt047686
IRS990/FeesForServicesOtherGrp/TotalAmt082945625
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0GARRETT CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm1HEARTHER TARDIF
IRS990/Form990PartVIISectionAGrp/PersonNm2HEATHER OSTIS
IRS990/Form990PartVIISectionAGrp/PersonNm3JANET BRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm4KELLEY ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5KENNETH W MORGE
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHELLE HORN
IRS990/Form990PartVIISectionAGrp/PersonNm7MINDY DAVISON
IRS990/Form990PartVIISectionAGrp/PersonNm8SHAWN COLE
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM C CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm10JP MORGAN CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER SHAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt108000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER, INVESTMENT COMMITTEE (THRU 01/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER, ADMIN COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR, ADMIN COMMITTEE; MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER, ADMIN COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER, INVESTMENT COMMITTEE (THRU 02/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER, ADMIN SUBCOMMITTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01190293159
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01038792
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01038792
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt055843397
IRS990/NetAssetsOrFundBalancesEOYAmt026729739
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06506
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0KELLEY ELLIOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0979882268
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1209372099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0979882268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1209372099
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0995228938
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0676720
IRS990/PYOtherExpensesAmt065445542
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01055696907
IRS990/PYRevenuesLessExpensesAmt0-4300853
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01060674480
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01056373627
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-29120164
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07649635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01644483
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01219413323
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06506
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/RevenueNotReportedAmt06506
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01190293159
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE CODE AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED JUNE 12, 2009. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. THE PLAN AND TRUST MUST OPERATE IN ACCORDANCE WITH THE CODE TO MAINTAIN THE TRUST'S TAX EXEMPT STATUS. THE COMPANY BELIEVES THAT THE PLAN AS AMENDED, AND THE TRUST, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE REQUIREMENTS OF THE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt01219413323
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01190293159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01190299665
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01219413323
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPLETED EACH YEAR BY DELTA AIR LINES, INC.'S CORPORATE BENEFITS DEPARTMENT AND THEIR INDEPENDENT ACCOUNTANTS. THE DEPARTMENT AND THE ACCOUNTANTS ENTER ALL THE INFORMATION AND GATHER THE NECESSARY FILES AND SCHEDULES FOR SUPPORT. THE RETURN GOES THROUGH TWO LEVELS OF MANAGERIAL REVIEW, AND THEN THE RETURN IS REVIEWED WITH THE PRINCIPAL OFFICER PRIOR TO SIGNING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS OF THE ACCOUNT-BASED MEDICAL TRUST ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0580218548
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AIR TRANSPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DELTA AIR LINES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01030 DELTA BOULEVARD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0303541989
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt062034941
IRS990/TotalAssetsEOYAmt054295772
IRS990/TotalAssetsGrp/BOYAmt062034941
IRS990/TotalAssetsGrp/EOYAmt054295772
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01219413323
IRS990/TotalGrossUBIAmt01038792
IRS990/TotalLiabilitiesBOYAmt06191544
IRS990/TotalLiabilitiesEOYAmt027566033
IRS990/TotalLiabilitiesGrp/BOYAmt06191544
IRS990/TotalLiabilitiesGrp/EOYAmt027566033
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055843397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026729739
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt01189254367
IRS990/TotalReportableCompFromOrgAmt08000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01189254367
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01190293159
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01038792
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062034941
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054295772
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.