SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Ascension Welfare Benefits Trust
 
Employer identification number

43-1601369
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $) PROVIDES RETIREE MEDICAL BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS.
Form 990, Part VI, Line 15 NO TOP MANAGMENT 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.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body 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.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ASCENSION IS THE PLAN SPONSOR OF ASCENSION WELFARE BENEFITS TRUST. AS THE PLAN SPONSOR, ASCENSION HOLDS CERTAIN RIGHTS AS PROVIDED IN THE TRUST AGREEMENT.
Form 990, Part VI, Line 8a Documentation of meetings held by governing body 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, THE NORTHERN TRUST COMPANY, OR THE PLAN SPONSOR, ASCENSION.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body 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, THE NORTHERN TRUST COMPANY, OR THE PLAN SPONSOR, ASCENSION.
Form 990, Part VI, Line 9 Interested person not at organization's address OFFICER WHO CANNOT BE REACHED AT ORGANIZATION'S MAILING ADDRESS: THE NORTHERN TRUST COMPANY 50 SOUTH LA SALLE STREET, CHICAGO, IL 60675
Form 990, Part VI, Line 11b Review of form 990 by governing body 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.
Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST.
Form 990, Part VII, Section A, Line 1a EXPLANATION OF COMPENSATION TO NORTHERN TRUST COMPANY TRUSTEE: FEES ARE BASED ON THE NUMBER OF PURCHASES, SALES, AND OTHER TRANSACTIONS.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Other Investment Losses - 13250238;
Form 990, Part XII, Line 2c NO COMMITTEE 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0