STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR

Cite this

Plain text THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/367237991. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/367237991

MLA “THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/367237991. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $5.6M · expenses $12.2M · assets $65.8M

Also known as
BENEFITS TRUST
EIN
36-7237991
Address
11011 SUNSET HILLS RD, RESTON, VA 20190-5311
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
1999
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Northern Trust Institution TRUSTEE2010-2024 $14,312$422,463 540

People by year

2024 · 1 person listed · 1 paid, $14K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $14,312$0$0 $14,312540
2023 · 1 person listed · 1 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $1,240$0$0 $1,240540
2022 · 1 person listed · 1 paid, $81K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $80,826$0$0 $80,826540
2021 · 1 person listed · 1 paid, $50K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $50,044$0$0 $50,044540
2020 · 1 person listed · 1 paid, $103K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $102,664$0$0 $102,664540
2019 · 1 person listed · 1 paid, $102K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COM Institution TRUSTEE0 $102,019$0$0 $102,019540
2017 · 1 person listed · 1 paid, $35K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $35,163$0$0 $35,163540
2015 · 1 person listed · 1 paid, $6K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $6,343$0$0 $6,343540
2014 · 1 person listed · 1 paid, $5K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $4,774$0$0 $4,774540
2013 · 1 person listed · 1 paid, $3K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $2,950$0$0 $2,950540
2012 · 1 person listed · 1 paid, $20K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $20,196$0$0 $20,196540
2011 · 1 person listed · 1 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE0 $1,342$0$0 $1,342540
2010 · 1 person listed · 1 paid, $590 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution TRUSTEE1 $590$0$0 $590540

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$5,580,872$12,153,202 $65,761,165$65,761,165 $0$3,133,775 $14,31200
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$6,391,400$17,622,090 $74,550,742$73,713,321 $0$3,884,713 $1,24000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$34,550,972$18,182,966 $82,634,331$82,634,331 $0$4,164,701 $80,82600
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$15,120,294$15,761,646 $104,439,191$104,439,191 $0$4,013,355 $50,04400
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$12,836,914$14,908,195 $103,955,974$103,955,974 $0$3,923,250 $102,66400
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$11,267,485$16,192,492 $102,218,863$102,218,863 $0$3,860,653 $102,01900
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$3,078,582$6,220,134 $30,209,083$30,209,083 $0$967,813 $35,16300
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$1,248,667$248,388 $5,432,090$5,427,939 $0$39,072 $6,34300
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$424,871$648,710 $5,519,535$5,510,729 $0$54,473 $4,77400
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$323,769$380,191 $5,433,588$5,433,588 $0$150,663 $2,95000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$1,167,531$422,050 $4,338,019$4,338,019 $0$259,980 $20,19600
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$532,262$255,232 $3,947,755$3,947,755 $0$307,793 $1,34200
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$373,417$627,642 $3,648,799$3,648,799 $0$335,488 $000

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
GENERAL DYNAMICS IS & T POSTRETIREM LIFE INSURANCE BENEFITS TRVAY43 $3,373,511$705,745 TRUSTEE$17,907 Same NTEE code Y43, revenue within 2x, same state, similar mission
GENERAL DYNAMICS CORP COMMERCIAL VEBA FOR REPRESENTED EMPLOYEESVAY43 $4,476,792$2,407,029 TRUSTEE$36,887 Same NTEE code Y43, revenue within 2x, same state, similar mission
KETTLER HEALTH CARE PLANVAY43 $5,322,066$5,245,819 DIRECTED TRUSTEE$6,675 Same NTEE code Y43, revenue within 2x, same state, similar mission
BAE SYSTEMS FUNDED RETIREE WELFARE BENEFIT TRVAY43 $7,428,494$11,415,240 TRUSTEE$89,300 Same NTEE code Y43, revenue within 2x, same state
FIRST COMMUNITY BANKSHARES INC WELFARE BENEFITS TRUSTVAY43 $5,821,783$6,148,248 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
FRINGE BENEFIT PLAN FOR DAVIS-BACON AND RELATED ACTS EMPLOYEES OF SERVVAY43 $5,137,729$5,167,199 TRUSTEE$375,824 Same NTEE code Y43, revenue within 2x, same state
STATE BANKERS ASSOCIATION GROUP INSURANCE TRUSTVAY43 $5,023,421$5,023,027 TRUSTEE$3,041 Same NTEE code Y43, revenue within 2x, same state
M&I RETIREE HEALTH BENEFITS TRUSTWIY43 $4,012,474$5,478,925 Trustee$0 Same NTEE code Y43, revenue within 2x, similar mission
SYNGENTA CORP VOLUNTARY EMPLOYEES BENEFICIARY TR FOR RETIREE WELFAREDEY43 $8,180,571$629,177 INSTITUTIONAL TRUSTEE$24,186 Same NTEE code Y43, revenue within 2x, similar mission
CLEAT BENEFIT TRUSTTXY43 $3,894,061$3,715,584 MANAGING TRUSTEE$164,405 Same NTEE code Y43, revenue within 2x, similar mission
ATHENS RESTAURANT EMPLOYEES HEALTH INS FUNDNYY43 $7,718,887$7,197,330 TRUSTEE$2,750 Same NTEE code Y43, revenue within 2x, similar mission
WASHINGTON RETAIL HEALTH TRUSTWAY43 $5,984,828$5,952,137 ADMINISTRATOR$275,677 Same NTEE code Y43, revenue within 2x, similar mission
NGS NON-EXEMPT EMPLOYEE BENEFIT TRUSTINY43 $9,718,992$10,209,275 TRUSTEE$720 Same NTEE code Y43, revenue within 2x, similar mission
ALTON IBEW-NECA HEALTH & WELFARE PLMOY43 $6,497,581$5,742,110 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
WASHINGTON MANUFACTURING HEALTH TRUSTWAY43 $4,132,516$4,119,259 ADMINISTRATOR$275,677 Same NTEE code Y43, revenue within 2x, similar mission
GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TRPAY43 $3,499,015$1,407,245 TRUSTEE$4,000 Same NTEE code Y43, revenue within 2x, similar mission
PCSI EMPLOYEE BENEFIT TRTXY43 $7,682,240$7,587,858 PRESIDENT & CEO$807,330 Same NTEE code Y43, revenue within 2x, similar mission
OVERLAND WEST INC WELFARE BENEFIT TRUTY43 $4,167,873$4,092,869 Trustee$0 Same NTEE code Y43, revenue within 2x, similar mission
TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUSTAZY43 $10,001,226$3,771,951 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
SIERRA CEDAR COMPANIES LLC WELFARE BENEFIT 501 PLAN TRGAY43 $2,793,403$3,671,743 CFO/EXECUTIVE VP$0 Same NTEE code Y43, revenue within 2x, similar mission
COSENTINO GROUP INC BENEFITS TRKSY43 $6,445,267$6,468,059 Trustee$1,034,885 Same NTEE code Y43, revenue within 2x, similar mission
ATC MANAGEMENT INC WELFARE BENEFIT TRWIY43 $9,768,469$9,315,855 Trustee$21,078 Same NTEE code Y43, revenue within 2x, similar mission
REPUBLIC RETIREE VEBA BENEFIT TRPAY43 $6,978,916$8,855,939 TRUSTEE$4,667 Same NTEE code Y43, revenue within 2x, similar mission
SRC OF LEXINGTON EMPLOYEE BENEFITS TRKYY43 $3,363,884$3,374,736 PLAN ADMINIS$0 Same NTEE code Y43, revenue within 2x, similar mission
ME CREDIT UNION LEAGUE INS TRMEY43 $8,853,312$8,701,596 ADMINISTRATOR$357,625 Same NTEE code Y43, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHNS HOPKINS UNIVERSITY DAF sponsor$174,3125 12015–2020 OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $12,153,202 spent · pay $14,312 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,567,894--- 95.2%
Other (as described)ADMINISTRATION FEES $395,871--- 3.3%
Fees: investment management $67,731--- 0.6%
Fees: accounting $66,822--- 0.5%
Other (as described)PREMIUMS $33,985--- 0.3%
Pay: officers, directors, trustees, key employees $14,312--- 0.1%
Fees: other services $6,562--- 0.1%
Other (as described)MISCELLANEOUS $25--- 0.0%
Total$12,153,202100%

View the filing

2023 · Form 990 · $17,622,090 spent · pay $1,240 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,763,042--- 72.4%
Other (as described)TAX EXPENSE $4,150,000--- 23.5%
Other (as described)ADMINISTRATION FEES $420,006--- 2.4%
Fees: investment management $196,949--- 1.1%
Fees: accounting $59,006--- 0.3%
Other (as described)PREMIUMS $28,937--- 0.2%
Fees: other services $2,900--- 0.0%
Pay: officers, directors, trustees, key employees $1,240--- 0.0%
Other (as described)MISCELLANEOUS $10--- 0.0%
Total$17,622,090100%

View the filing

2022 · Form 990 · $18,182,966 spent · pay $80,826 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,638,099--- 64.0%
Other (as described)TAX EXPENSE $5,760,014--- 31.7%
Other (as described)ADMINISTRATION FEES $536,928--- 3.0%
Pay: officers, directors, trustees, key employees $80,826--- 0.4%
Fees: accounting $69,436--- 0.4%
Fees: investment management $67,958--- 0.4%
Other (as described)PREMIUMS $26,925--- 0.1%
Fees: other services $2,750--- 0.0%
Other (as described)MISCELLANEOUS $30--- 0.0%
Total$18,182,966100%

View the filing

2021 · Form 990 · $15,761,646 spent · pay $50,044 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,828,507--- 75.0%
Other (as described)AMORTIZATION EXPENSE $1,591,371--- 10.1%
Other (as described)TAX EXPENSE $1,558,000--- 9.9%
Other (as described)ADMINISTRATION FEES $561,340--- 3.6%
Fees: investment management $92,351--- 0.6%
Fees: accounting $59,317--- 0.4%
Pay: officers, directors, trustees, key employees $50,044--- 0.3%
Other (as described)PREMIUMS $17,930--- 0.1%
Fees: other services $2,750--- 0.0%
All other expenses $36--- 0.0%
Total$15,761,646100%

View the filing

2020 · Form 990 · $14,908,195 spent · pay $102,664 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,747,673--- 78.8%
Other (as described)AMORTIZATION EXPENSE $1,389,216--- 9.3%
Other (as described)TAX EXPENSE $791,000--- 5.3%
Other (as described)ADMINISTRATION FEES $519,077--- 3.5%
Fees: investment management $147,805--- 1.0%
Other (as described)PREMIUMS $130,304--- 0.9%
Pay: officers, directors, trustees, key employees $102,664--- 0.7%
Fees: accounting $77,748--- 0.5%
Fees: other services $2,625--- 0.0%
All other expenses $83--- 0.0%
Total$14,908,195100%

View the filing

2019 · Form 990 · $16,192,492 spent · pay $102,019 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,027,871--- 74.3%
Other (as described)AMORTIZATION EXPENSE $1,456,317--- 9.0%
Other (as described)TAX EXPENSE $1,262,000--- 7.8%
Other (as described)ADMINISTRATION FEES $717,902--- 4.4%
Other (as described)PREMIUMS $475,498--- 2.9%
Pay: officers, directors, trustees, key employees $102,019--- 0.6%
Fees: investment management $92,526--- 0.6%
Fees: accounting $55,196--- 0.3%
Fees: other services $2,888--- 0.0%
All other expenses $275--- 0.0%
Total$16,192,492100%

View the filing

2017 · Form 990 · $6,220,134 spent · pay $35,163 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,217,660--- 83.9%
Other (as described)AMORTIZATION EXPENSE $531,453--- 8.5%
Other (as described)ADMINISTRATION FEES $266,459--- 4.3%
Fees: accounting $73,806--- 1.2%
Other (as described)PREMIUMS $50,648--- 0.8%
Fees: investment management $41,375--- 0.7%
Pay: officers, directors, trustees, key employees $35,163--- 0.6%
Fees: other services $3,500--- 0.1%
Other (as described)MISCELLANEOUS $70--- 0.0%
Total$6,220,134100%

View the filing

2015 · Form 990 · $248,388 spent · pay $6,343 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $210,253--- 84.6%
Fees: accounting $28,771--- 11.6%
Pay: officers, directors, trustees, key employees $6,343--- 2.6%
Other (as described)RETIREMENT PLAN SVCS $1,983--- 0.8%
Other (as described)ADMINISTRATION FEES $584--- 0.2%
Fees: other services $282--- 0.1%
Fees: investment management $149--- 0.1%
Other (as described)MISCELLANEOUS $23--- 0.0%
Total$248,388100%

View the filing

2014 · Form 990 · $648,710 spent · pay $4,774 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $608,458--- 93.8%
Fees: accounting $27,181--- 4.2%
Other (as described)ADMINISTRATION FEES $6,882--- 1.1%
Pay: officers, directors, trustees, key employees $4,774--- 0.7%
Other (as described)RETIREMENT PLAN SVCS $850--- 0.1%
Fees: investment management $265--- 0.0%
Fees: legal $223--- 0.0%
Other (as described)MISCELLANEOUS $77--- 0.0%
Total$648,710100%

View the filing

2013 · Form 990 · $380,191 spent · pay $2,950 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $337,277--- 88.7%
Fees: accounting $27,346--- 7.2%
Other (as described)ADMINISTRATION FEES $10,868--- 2.9%
Pay: officers, directors, trustees, key employees $2,950--- 0.8%
Other (as described)RETIREMENT PLAN SVCS $1,417--- 0.4%
Fees: investment management $226--- 0.1%
Fees: legal $97--- 0.0%
Other (as described)MISCELLANEOUS $10--- 0.0%
Total$380,191100%

View the filing

2012 · Form 990 · $422,050 spent · pay $20,196 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $346,795--- 82.2%
Fees: accounting $24,900--- 5.9%
Pay: officers, directors, trustees, key employees $20,196--- 4.8%
Other (as described)ADMINISTRATION FEES $15,413--- 3.7%
Other (as described)PREMIUMS $13,113--- 3.1%
Other (as described)RETIREMENT PLAN SVCS $1,416--- 0.3%
Fees: investment management $217--- 0.1%
Total$422,050100%

View the filing

2011 · Form 990 · $255,232 spent · pay $1,342 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $192,802--- 75.5%
Other (as described)ADMINISTRATION FEES $29,119--- 11.4%
Fees: accounting $21,577--- 8.5%
Fees: investment management $8,940--- 3.5%
Other (as described)RETIREMENT PLAN SVCS $1,417--- 0.6%
Pay: officers, directors, trustees, key employees $1,342--- 0.5%
Other (as described)MISCELLANEOUS EXPENSES $35--- 0.0%
Total$255,232100%

View the filing

2010 · Form 990 · $627,642 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $551,582--- 87.9%
Other (as described)ADMINISTRATION FEES $39,064--- 6.2%
Fees: accounting $21,412--- 3.4%
Fees: investment management $13,436--- 2.1%
Other (as described)RETIREMENT PLAN SVCS $1,558--- 0.2%
Other (as described)CUSTODY & TRUSTEE FEES $590--- 0.1%
Total$627,642100%

View the filing