American United Life Insurance Company Welfare Benefits Trust
Revenue
$39m
year to 31 December 2024
Expenses
$37.9m
year to 31 December 2024
Total assets
$7m
$3.9m liabilities
Net assets
$3.1m
assets less liabilities
Directors and trustees
4
4.9 years on average
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
4
reported in Part VI
American United Life Insurance Company Welfare Benefits Trust's network
4 people2 organisationsi4 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andrew Michie | Trustee | 2020 | 6 yrs |
| Carolyn Estrada | Trustee | 2023 | 3 yrs |
| Chris Pohl | Trustee | 2020 | 6 yrs |
| Stephen Pearson | Trustee | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Andrew Michie | Trustee | 0 | $0 | ||
| Chris Pohl | Trustee | 0 | $0 | ||
| Carolyn Estrada | Trustee | 0 | $0 | ||
| Stephen Pearson | Trustee | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- American United Life Insurance Company Welfare Benefits Trust
- EIN
- 261187254
- Address
- Po Box 368, Indianapolis, IN, 46206-0368
- State
- Indiana
- Mission
- Provide covered life, sickness, accident and welfare related benefits to eligible participants of the american united life insurance company welfare benefits plan for home office employees. (as filed on the Form 990)
- Activity (NTEE)
- Y20 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 7 (IRS master file code)
- Formed
- 2008
- Principal officer
- Stephen Pearson (as named on the Form 990)
- IRS ruling date
- 1 July 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
Most connected
Longest observed on the filings
≥6years on the filingsAndrew Michie
≥6years on the filingsChris Pohl
≥3years on the filingsCarolyn Estrada
≥3years on the filingsStephen Pearson
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $7m
- Total liabilities
- $3.9m
- Net assets or fund balances
- $3.1m
- Contributions and grants received
- $0
- Program service revenue
- $39m
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $39m | $37.9m | $1.1m |
As filed on the IRS Form 990. US dollars.