Intel Retiree Medical Plan Tr

Wachovia Bank Of North Carolina Na

Santa Clara, CA
Tax-exempt since May 1998
EIN: 77-6138153

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$92.1M (2022)

Expenses

−$10.7M (2022)

Total Assets

$503M (2022)

Total Liabilities

$34.2M (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$92,107,235

Expenses

-$10,701,975

Net Income

$102,809,210

Net Assets

$469,154,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$13,406,310	14.6%
Investment Income	$15,251,519	16.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$63,378,849	68.8%
Net Inventory Sales	$0
Other Revenue	$70,557	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$503,345,398
Total Liabilities	$34,191,070
Net Assets	$469,154,328

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$97,588,377

Expenses

$72,174,141

Net Income

$25,414,236

Net Assets

$584,514,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,056,144	10.3%
Investment Income	$11,650,590	11.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$75,625,562	77.5%
Net Inventory Sales	$0
Other Revenue	$256,081	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$691,186,910
Total Liabilities	$106,671,984
Net Assets	$584,514,926

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank & Trust (Company Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$23,894,196

Expenses

$75,840,316

Net Income

-$51,946,120

Net Assets

$534,020,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,164,692	50.9%
Investment Income	$11,457,385	48.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$270,771	1.1%
Net Inventory Sales	$0
Other Revenue	$1,348	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$629,943,310
Total Liabilities	$95,922,435
Net Assets	$534,020,875

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank & Trust (Company Trustee)	$0	$0	$0

990

Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Revenue

$29,402,107

Expenses

$117,195,823

Net Income

-$87,793,716

Net Assets

$509,107,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,489,212	52.7%
Investment Income	$13,062,748	44.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$777,114	2.6%
Net Inventory Sales	$0
Other Revenue	$73,033	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$574,875,807
Total Liabilities	$65,767,971
Net Assets	$509,107,836

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank & Trust (Company Trustee)	$0	$0	$0

990

Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$20,944,087

Expenses

$48,993,098

Net Income

-$28,049,011

Net Assets

$479,721,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,282,046	25.2%
Investment Income	$13,160,824	62.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,497,776	11.9%
Net Inventory Sales	$0
Other Revenue	$3,441	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$480,612,784
Total Liabilities	$891,710
Net Assets	$479,721,074

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank & Trust (Company Trustee)	$0	$0	$0

990

Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$103,434,711

Expenses

$28,777,634

Net Income

$74,657,077

Net Assets

$563,789,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$92,633,878	89.6%
Investment Income	$10,451,789	10.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$344,401	0.3%
Net Inventory Sales	$0
Other Revenue	$4,643	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$18,565	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$653,209,423
Total Liabilities	$89,420,019
Net Assets	$563,789,404

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Revenue

$14,127,740

Expenses

$27,409,124

Net Income

-$13,281,384

Net Assets

$409,063,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,876,881	20.4%
Investment Income	$10,262,987	72.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$986,905	7.0%
Net Inventory Sales	$0
Other Revenue	$967	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$67,116	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$409,365,169
Total Liabilities	$302,062
Net Assets	$409,063,107

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$11,881,099

Expenses

$18,463,379

Net Income

-$6,582,280

Net Assets

$402,029,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,143,661	26.5%
Investment Income	$10,026,486	84.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,305,194
Net Inventory Sales	$0
Other Revenue	$16,146	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$72,444	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$402,563,898
Total Liabilities	$534,680
Net Assets	$402,029,218

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$14,706,353

Expenses

$13,558,877

Net Income

$1,147,476

Net Assets

$417,992,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,440,625	23.4%
Investment Income	$11,292,460	76.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$56,129
Net Inventory Sales	$0
Other Revenue	$29,397	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$418,431,152
Total Liabilities	$438,193
Net Assets	$417,992,959

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$171,274,278

Expenses

$12,098,981

Net Income

$159,175,297

Net Assets

$405,469,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$165,481,113	96.6%
Investment Income	$5,577,412	3.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$214,302	0.1%
Net Inventory Sales	$0
Other Revenue	$1,451	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$407,463,380
Total Liabilities	$1,993,826
Net Assets	$405,469,554

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$86,753,338

Expenses

$12,282,080

Net Income

$74,471,258

Net Assets

$194,167,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$85,646,007	98.7%
Investment Income	$1,107,331	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$194,581,745
Total Liabilities	$414,651
Net Assets	$194,167,094

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$68,968,790

Expenses

$12,478,551

Net Income

$56,490,239

Net Assets

$115,985,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$68,825,578	99.8%
Investment Income	$143,212	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$116,443,181
Total Liabilities	$457,588
Net Assets	$115,985,593

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$67,914,308

Expenses

$9,833,096

Net Income

$58,081,212

Net Assets

$59,495,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$67,907,470	100.0%
Investment Income	$6,838	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$59,829,894
Total Liabilities	$334,540
Net Assets	$59,495,354

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated October 30, 2024

Intel Retiree Medical Plan Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $92.1M (2022)

Expenses −$10.7M (2022)

Total Assets $503M (2022)

Total Liabilities $34.2M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2009

Revenue

$92.1M (2022)

Expenses

−$10.7M (2022)

Total Assets

$503M (2022)

Total Liabilities

$34.2M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004