Mission
PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Public Charity
BOA RETIREE TRUST-BAC MEDICAL
Based in DALLAS, TX, BOA RETIREE TRUST-BAC MEDICAL operates as a Public Charity. The organization reported $219.2M in revenue, $228.4M in expenses, $88.1M in total assets for fiscal year 2024.
EIN: 306599079
DALLAS, TX
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$219.2M
Total Expenses$228.4M
Total Assets$88.1M
Grant Records0
Filing Years2020–2024
Where $100 goes at Boa Retiree Trust-Bac Medical
How Boa Retiree Trust-Bac Medical divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Provide certain health and welfare benefits to eligible retirees and their eligible dependents
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Bank Of America N A
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $219.2M | $228.4M | $88.1M |
| 2023 | $198.8M | $208.5M | $97.3M |
| 2022 | $208.4M | $218.9M | $106.9M |
| 2021 | $197.9M | $224.0M | $117.4M |
| 2020 | $175.9M | $230.8M | $143.5M |
Between 2020 and 2024, reported annual revenue grew from $175.9M to $219.2M (+25%), with total assets most recently reported at $88.1M.
Interactive year-over-year charts and full filing details available with membership.