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The trust was established to provide employee benefits to eligible employees on Wells Fargo including medical, dental, and vision benefits.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$2.7B
Program Spending
100%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$2.7B
Total Assets
$14.1M
Total Liabilities
▼$0
Net Assets
$14.1M
Officer Compensation
→$0
Other Salaries
$0
Investment Income
$4.7M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $2.7B | $0 | $2.7B | $14.1M | $14.1M |
| 2023 | $2.5B | $0 | $2.6B | $1.8M | -$2.5M |
| 2022 | $2.6B | $0 | $2.6B | $19.6M | $19.6M |
| 2021 | $2.8B | $0 | $2.8B |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Principal Financial Group | Institutional Trustee | — | $0 | $0 | $0 | $0 |
Principal Financial Group
Institutional Trustee
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
| $12.8M |
| $12.8M |
| 2020 | $2.6B | $0 | $2.6B | $10.4M | $10.4M |
| 2019 | $2.5B | $0 | $2.6B | $10.8M | $10.8M |
| 2018 | $2.6B | $0 | $2.6B | $31.5M | $31.5M |
| 2017 | $2.5B | $0 | $2.5B | $36.4M | $36.4M |
| 2016 | $2.4B | $0 | $2.4B | $28.6M | $28.6M |
| 2015 | $2.2B | $0 | $2.2B | $18.9M | $18.9M |
| 2014 | $2.2B | $0 | $2.2B | $4.7M | $4.7M |
| 2013 | $2.1B | $0 | $2.1B | $8.4M | $8.4M |
| 2012 | $1.9B | $0 | $2B | $7.7M | $7.7M |
| 2011 | $2.3B | $0 | $2.3B | $29.3M | $29.3M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data | PDF not yet published by IRS |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |