STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY

Cite this

Plain text TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/752503003. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/752503003

MLA “TRUST FOR RETIREE MEDICAL DENTAL AND LIFE INSURANCE PLAN OF ARMY.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/752503003. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $161.7M · expenses $93.6M · assets $2.18B

Also known as
CE EXCHANGE SERVICE
EIN
75-2503003
Address
3911 S WALTON WALKER BLVD, DALLAS, TX 75236-1509
NTEE code
-
Subsection
501(c)(9)
Ruling year
1993
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PAY HOSPITALIZATION AND MEDICAL BENEFITS TO OR FOR RETIRED EMPLOYEES OF AAFES IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(c)(9).

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 17 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

17 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Brad Bingham TRUSTEE (chair)2020-2024 1 $0 reported 2
Chad Lucas TRUSTEE2020-2024 1 $0 reported 2
Dr Patrick Oldenburgh Jr TRUSTEE2020-2024 1 $0 reported 2
Mike Immler TRUSTEE2020-2024 1 $0 reported 2
Rebecca Santee Trustee2023-2024 1 $0 reported 2
Karen Stack (former) TRUSTEE2014-2023 1 $0 reported 2
Philip R Stevens (former) TRUSTEE2017-2019 1 $0 reported 2
James A Jordan (former) TRUSTEE2016-2019 1 $0 reported 2
Leigh Roop (former) TRUSTEE2014-2019 1 $0 reported 2
Terry Corley (former) TRUSTEE2013-2019 1 $0 reported 1
Michael P Howard (former) TRUSTEE2011-2016 1 $0 reported 2
Renee Figge (former) TRUSTEE2011-2016 1 $0 reported 2
Kenneth Weaver (former) TRUSTEE2013-2016 1 $0 reported 1
Michael E Immler (former) TRUSTEE2016 1 $0 reported 2
Karen J Stack (former) TRUSTEE2011-2013 1 $0 reported 2
Susan Simone (former) TRUSTEE2011-2013 1 $0 reported 2
Marty Handel (former) TRUSTEE2011-2013 1 $0 reported 1

People by year

2024 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRAD BINGHAM TRUSTEE (chair)1 $0$0$0 $02
CHAD LUCAS TRUSTEE1 $0$0$0 $02
DR PATRICK OLDENBURGH JR TRUSTEE1 $0$0$0 $02
MIKE IMMLER TRUSTEE1 $0$0$0 $02
Rebecca Santee Trustee1 $0$0$0 $02
2023 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRAD BINGHAM TRUSTEE1 $0$0$0 $02
CHAD LUCAS TRUSTEE1 $0$0$0 $02
DR PATRICK OLDENBURGH JR TRUSTEE1 $0$0$0 $02
KAREN Y STACK TRUSTEE1 $0$0$0 $02
MIKE IMMLER TRUSTEE1 $0$0$0 $02
Rebecca Santee Trustee1 $0$0$0 $02
2022 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRAD BINGHAM TRUSTEE1 $0$0$0 $02
CHAD LUCAS TRUSTEE1 $0$0$0 $02
DR PATRICK OLDENBURGH JR TRUSTEE1 $0$0$0 $02
KAREN Y STACK TRUSTEE1 $0$0$0 $02
MIKE IMMLER TRUSTEE1 $0$0$0 $02
2021 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
Brad Bingham TRUSTEE1 $0$0$0 $02
Dr Patrick Oldenburgh Jr TRUSTEE1 $0$0$0 $02
Chad Lucas TRUSTEE1 $0$0$0 $02
Mike Immler TRUSTEE1 $0$0$0 $02
2020 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
Brad Bingham TRUSTEE1 $0$0$0 $02
Dr Patrick Oldenburgh Jr TRUSTEE1 $0$0$0 $02
Chad Lucas TRUSTEE1 $0$0$0 $02
Mike Immler TRUSTEE1 $0$0$0 $02
2019 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
PHILIP R STEVENS TRUSTEE1 $0$0$0 $02
JAMES A JORDAN TRUSTEE1 $0$0$0 $02
LEIGH ROOP TRUSTEE1 $0$0$0 $02
TERRY CORLEY TRUSTEE1 $0$0$0 $01
2018 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
PHILIP R STEVENS TRUSTEE1 $0$0$0 $02
JAMES A JORDAN TRUSTEE1 $0$0$0 $02
LEIGH ROOP TRUSTEE1 $0$0$0 $02
TERRY CORLEY TRUSTEE1 $0$0$0 $01
2017 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
PHILIP R STEVENS TRUSTEE1 $0$0$0 $02
JAMES A JORDAN TRUSTEE1 $0$0$0 $02
LEIGH ROOP TRUSTEE1 $0$0$0 $02
TERRY CORLEY TRUSTEE1 $0$0$0 $01
2016 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
MICHAEL P HOWARD TRUSTEE1 $0$0$0 $02
RENEE FIGGE TRUSTEE1 $0$0$0 $02
LEIGH ROOP TRUSTEE1 $0$0$0 $02
KENNETH WEAVER TRUSTEE1 $0$0$0 $01
TERRY CORLEY TRUSTEE1 $0$0$0 $01
James A Jordan Trustee1 $0$0$0 $02
Michael E Immler TRUSTEE1 $0$0$0 $02
2015 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 $0$0$0 $02
MICHAEL P HOWARD TRUSTEE1 $0$0$0 $02
RENEE FIGGE TRUSTEE1 $0$0$0 $02
LEIGH ROOP TRUSTEE1 $0$0$0 $02
KENNETH WEAVER TRUSTEE1 $0$0$0 $01
TERRY CORLEY TRUSTEE1 $0$0$0 $01
2014 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN Y STACK TRUSTEE1 --- $02
MICHAEL P HOWARD TRUSTEE1 --- $02
RENEE FIGGE TRUSTEE1 --- $02
LEIGH ROOP TRUSTEE1 --- $02
KENNETH WEAVER TRUSTEE1 --- $01
TERRY CORLEY TRUSTEE1 --- $01
2013 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN J STACK TRUSTEE1 --- $02
MICHAEL P HOWARD TRUSTEE1 --- $02
RENEE FIGGE TRUSTEE1 --- $02
SUSAN SIMONE TRUSTEE1 --- $02
MARTY HANDEL TRUSTEE1 --- $01
KENNETH WEAVER TRUSTEE1 $0$0$0 $01
TERRY CORLEY TRUSTEE1 $0$0$0 $01
2012 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN J STACK TRUSTEE1 $0$0$0 $02
MICHAEL P HOWARD TRUSTEE1 $0$0$0 $02
RENEE FIGGE TRUSTEE1 $0$0$0 $02
SUSAN SIMONE TRUSTEE1 $0$0$0 $02
MARTY HANDEL TRUSTEE1 $0$0$0 $01
2011 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN J STACK TRUSTEE1 $0$0$0 $02
MICHAEL P HOWARD TRUSTEE1 $0$0$0 $02
RENEE FIGGE TRUSTEE1 $0$0$0 $02
SUSAN SIMONE TRUSTEE1 $0$0$0 $02
MARTY HANDEL TRUSTEE1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $3.1M
NameLocationServicePaid
AETNAHARTFORD, CTINVESTMENT MANAGEMENT FEES$1,390,098
TOWERS WATSONCHICAGO, ILINVESTMENT MANAGEMENT FEES$639,693
AGRIVEST-UBSHARTFORD, CTINVESTMENT MANAGEMENT FEES$409,613
HARVESTWayne, PAINVESTMENT MANAGEMENT FEES$381,063
PRUDENTIALNewark, NJINVESTMENT MANAGEMENT FEES$324,866
2023 · 5 contractors · $1.5M
NameLocationServicePaid
AGRIVEST-UBSHARTFORD, CTINVESTMENT MANAGEMENT FEES$527,389
BTG Pactual (OEF)Atlanta, GAINVESTMENT MANAGEMENT FEES$294,632
HARBORVest X-DoverBoston, MAINVESTMENT MANAGEMENT FEES$240,000
UBS Trumbull Property Income FundHartford, CTINVESTMENT MANAGEMENT FEES$230,614
Strategic Value DislocationGreenwich, CTInvestment Management Fees$184,676
2022 · 5 contractors · $3.2M
NameLocationServicePaid
AETNAHARTFORD, CTINVESTMENT MANAGEMENT FEES$1,471,698
TOWERS WATSONCHICAGO, ILINVESTMENT MANAGEMENT FEES$544,002
UBS AGRIVEST LLCHARTFORD, CTINVESTMENT MANAGEMENT FEES$408,743
HARBOR INVESTMENTS LLCBURR RIDGE, ILINVESTMENT MANAGEMENT FEES$408,071
OAKTREE VALUE OPPS FEEDER FUNDLOS ANGELES, CAINVESTMENT MANAGEMENT FEES$366,534

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 ↗
$161,683,912$93,624,164 $2,175,531,282$2,163,029,184 $0$14,722,549 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$76,961,324$98,290,749 $2,067,983,393$2,055,132,531 $0$10,748,939 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$71,902,348$92,817,862 $1,941,479,010$1,935,190,207 $0$29,508,154 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$137,537,139$131,035,470 $2,248,868,361$2,213,832,107 $0$12,332,159 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$123,002,151$119,959,861 $1,997,034,148$1,973,241,741 $0$34,235,371 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$203,732,485$123,782,240 $1,892,054,006$1,863,036,736 $0$7,187,777 $000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$144,727,212$122,331,504 $1,691,048,915$1,654,334,023 $0$22,730,072 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$176,177,431$120,679,444 $1,893,323,806$1,815,694,037 $0$42,023,946 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$102,180,129$120,747,665 $1,705,049,985$1,646,501,909 $0$47,707,718 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$152,610,841$118,467,718 $1,645,254,253$1,562,233,878 $0$65,684,653 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$193,617,923$109,432,634 $1,714,307,198$1,623,317,566 $0$36,912,736 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$162,360,045$106,665,315 $1,673,281,395$1,585,741,365 $0$60,497,077 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$156,503,713$96,800,726 $1,509,590,027$1,423,317,653 $0$58,173,635 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$135,365,663$94,653,224 $1,376,145,440$1,290,312,733 $0$48,633,203 $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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RETIREE MEDICAL AND LIFE INSURANCE PLAN FOR FORMER CONSUMERS AND AMERPANot reported $1,217,301$1,303,037 INSTITUTIONAL TRUSTEE$13,832 Similar name, revenue differs more than 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

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 · $93,624,164 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $69,443,196--- 74.2%
Other (as described)good and services taxes $11,095,094--- 11.9%
Fees: investment management $6,252,328--- 6.7%
All other expenses $3,577,625--- 3.8%
Other (as described)'Carried interest reallocation $1,256,596--- 1.3%
Other (as described)Professional Fees $927,612--- 1.0%
Interest $633,326--- 0.7%
Other (as described)Amortization expense $438,387--- 0.5%
Total$93,624,164100%

View the filing

2023 · Form 990 · $98,290,749 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $69,281,745--- 70.5%
All other expenses $23,600,263--- 24.0%
Fees: investment management $5,355,168--- 5.4%
Fees: other services $53,573--- 0.1%
Total$98,290,749100%

View the filing

2022 · Form 990 · $92,817,862 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $58,364,383--- 62.9%
Other (as described)MAPD PLAN MGMT EXPENSE $22,568,405--- 24.3%
Fees: investment management $8,583,602--- 9.2%
All other expenses $1,924,929--- 2.1%
Fees: other services $1,376,543--- 1.5%
Total$92,817,862100%

View the filing

2021 · Form 990 · $131,035,470 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $100,584,493--- 76.8%
Fees: investment management $18,793,493--- 14.3%
Other (as described)OTHER EXPENSES $10,473,188--- 8.0%
Fees: other services $1,184,296--- 0.9%
Total$131,035,470100%

View the filing

2020 · Form 990 · $119,959,861 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $98,107,343--- 81.8%
Fees: investment management $13,369,241--- 11.1%
Other (as described)OTHER EXPENSES $7,214,716--- 6.0%
Fees: other services $1,268,561--- 1.1%
Total$119,959,861100%

View the filing

2019 · Form 990 · $123,782,240 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $110,548,834--- 89.3%
Fees: investment management $10,688,193--- 8.6%
Other (as described)OTHER EXPENSES $1,861,268--- 1.5%
Fees: other services $683,945--- 0.6%
Total$123,782,240100%

View the filing

2018 · Form 990 · $122,331,504 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $107,400,787--- 87.8%
Other (as described)OTHER EXPENSES $6,954,426--- 5.7%
Fees: investment management $6,889,867--- 5.6%
Fees: other services $1,086,424--- 0.9%
Total$122,331,504100%

View the filing

2017 · Form 990 · $120,679,444 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $104,656,883--- 86.7%
Fees: investment management $11,542,385--- 9.6%
Other (as described)OTHER EXPENSES $3,647,622--- 3.0%
Fees: other services $832,554--- 0.7%
Total$120,679,444100%

View the filing

2016 · Form 990 · $120,747,665 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $103,814,788--- 86.0%
Fees: investment management $11,985,918--- 9.9%
Fees: other services $2,642,113--- 2.2%
Other (as described)OTHER EXPENSES $2,304,846--- 1.9%
Total$120,747,665100%

View the filing

2015 · Form 990 · $118,467,718 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $109,373,366--- 92.3%
Fees: investment management $7,112,444--- 6.0%
Other (as described)OTHER EXPENSES $1,494,060--- 1.3%
Fees: other services $487,848--- 0.4%
Total$118,467,718100%

View the filing

2014 · Form 990 · $110,343,787 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $96,278,930--- 87.3%
Fees: other services $6,709,613--- 6.1%
Fees: investment management $6,444,091--- 5.8%
Other (as described)OTHER EXPENSES $911,154--- 0.8%
Total$110,343,787100%

View the filing

2013 · Form 990 · $106,665,315 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $98,857,195--- 92.7%
Fees: investment management $6,551,158--- 6.1%
Other (as described)OTHER EXPENSES $835,243--- 0.8%
Fees: other services $421,719--- 0.4%
Total$106,665,315100%

View the filing

2012 · Form 990 · $96,800,726 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $81,685,907--- 84.4%
Fees: other services $9,271,128--- 9.6%
Fees: investment management $4,891,947--- 5.1%
Other (as described)ADMINISTRATIVE & OTHER EXP. $951,744--- 1.0%
Total$96,800,726100%

View the filing

2011 · Form 990 · $94,653,224 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $81,321,038--- 85.9%
Fees: investment management $6,820,267--- 7.2%
Fees: other services $5,694,745--- 6.0%
Other (as described)ADMINISTRATIVE & OTHER EXP. $817,174--- 0.9%
Total$94,653,224100%

View the filing