2023-11-15T08:07:33+00:00 2022-12-31 990 2022-01-01 431601369 Ascension Welfare Benefits Trust ASCE 3147338000 C/O TAX DEPARTMENT PO BOX 45998 St Louis MO 631455998 TONYA MERSHON VICE PRESIDENT, TAX 3147338000 2023-11-15 TONYA MERSHON 999009999 2022 2023-04-26 12:10:37Z KERRY BRUNNER 4600 EDMUNDSON ROAD ST LOUIS MO 631343806 646980374 false X N/A X 1992 MA TO RECEIVE, HOLD & INVEST CONTRIBUTIONS FOR EMPLOYEE DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, VISION, POSTRETIREMENT HEALTH CARE AND EMPLOYEE ASSISTANCE BENEFIT PLANS. 0 0 0 0 0 0 0 0 219285518 219590038 7391424 -15994315 111213 100830 226788155 203696553 0 0 217538658 173934715 85424 0 0 0 6916039 11203217 224540121 185137932 2248034 18558621 210808680 194842513 156609860 129898730 54198820 64943783 TO RECEIVE, HOLD & INVEST CONTRIBUTIONS FOR EMPLOYEE DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, VISION, POSTRETIREMENT HEALTH CARE AND EMPLOYEE ASSISTANCE BENEFIT PLANS. false false NATIONAL HEALTHCARE PLAN PROVIDES DENTAL, VISION, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND EMPLOYEE ASSISTANCE PROGRAMS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS, AS WELL AS RETIREE MEDICAL BENEFITS FOR EMPLOYEES OF ASCENSION HEALTH AND ITS RELATED ORGANIZATIONS. 0 false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false X 0 0 false false false false false true true false false true false false true false false true true false false false X SARA O'BRIEN 3147338000 4600 EDMUNDSON ROAD ST LOUIS MO 631343806 NORTHERN TRUST COMPANY TRUSTEE 5.0 0 X 70886 0 0 70886 0 0 0 false false false 0 0 Disability Plan 900001 97227007 97227007 National Healthcare Plan 900001 81864940 81864940 GROUP LIFE PLAN 900001 39769184 39769184 Health Ministry Retiree Plan 900001 728907 728907 0 0 0 0 219590038 -2389766 -2389766 0 0 429679272 443283821 -13604549 0 -13604549 -13604549 Advisory and Management Fees 900099 100830 100830 0 0 0 0 100830 203696553 219690868 0 -15994315 173934715 154381 0 CLAIMS EXPENSE 9540278 CHA DUES 1437672 TRUSTEE FEES 70886 0 185137932 1330323 691189 5 40384 394238 375779 0 0 0 0 0 0 0 0 206963290 190522085 0 0 2120824 3213076 210808680 194842513 174272 126523 0 0 156435588 129772207 156609860 129898730 X 54198820 64943783 54198820 64943783 210808680 194842513 18558621 -7813658 0 X false false false LONG-TERM DISABILITY PLAN BENEFIT OBLIGATION 88470000 ESTIMATED LIABILITY FOR OUTSTANDING CLAIMS (INCLUDING IBNR) 30732080 PREMIUMS PAYABLE TO INSURANCE COMPANIES 12100 POST RETIREMENT PLAN BENEFIT OBLIGATION 10558027 129772207 Form 990, Part VI, Line 15 NO TOP MANAGMENT ASCENSION WELFARE BENEFITS TRUST DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGMENT OFFICIAL, AND OTHER OFFICERS OR KEY EMPLOYEES; THEREFORE, THESE QUESTIONS ARE MORE APPROPRIATELY 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 XII, Line 2c NO COMMITTEE THE FILING ORGANIZATION 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, HOWEVER, DOES HAVE THE ABILITY UNDER THE TRUST AGREEMENT TO AUDIT THE ACCOUNTS, BOOKS AND RECORDS FOR THE THE FILING ORGANIZATION. ASCENSION HEALTH ALLIANCE PO BOX 45998 ST LOUIS MO 631455998 453358926 NATIONAL HEALTH SYSTEM MO 501(c)(3) Type I NA false false false false false false false false false false false false false false false false false false false false Schedule R, Part II ASCENSION IS THE SOLE ENTITY MAKING CONTRIBUTIONS TO THE VEBA; HOWEVER, IT DOES SO ON BEHALF OF ITSELF AND OTHER CONTROLLED GROUP MEMBERS PARTICIPATING IN THE VEBA.