Mission
THE PURPOSE OF THE TRUST IS TO PROVIDE ITS MEMBERS WITH MEDICAL AND OTHER HEALTH BENEFITS.
Public Charity
USAA Employee Benefit Association Medical Active Lives Trust
USAA Employee Benefit Association Medical Active Lives Trust is a Public Charity headquartered in San Antonio, TX. Financial data from the 2024 filing: $20.1M revenue, $19.5M expenses, $4.2M total assets.
EIN: 742678285
San Antonio, TX
Latest filing: 2024
Total Revenue$20.1M
Total Expenses$19.5M
Total Assets$4.2M
Grant Records0
Filing Years2020–2024
Where $100 goes at USAA Employee Benefit Association Medical Active Lives Trust
How USAA Employee Benefit Association Medical Active Lives Trust divides every $100 it spends, from its own Form 990 filings, averaged across 4 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
Medical and other health benefits for members
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
Chair, AVP Benefits
Asa Waterman
AVP, P&C Actuary CAT Risk Mgmt
Chris Swetonic
AVP, FIN. CENTERS/ATM Channel
James Sutton
VP, ACT. P&P ANALYT thru 5/24
Kathleen Ores Walsh
Vice Chair, SVP Corp Treasurer
Melissa Jackson
SVP, ACT/ANALYT/BUS RISK&CNTRL
Shawn Loftus
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $20.1M | $19.5M | $4.2M |
| 2023 | $19.5M | $18.7M | $3.6M |
| 2022 | $18.7M | $17.4M | $2.8M |
| 2020 | $21.3M | $20.5M | $2.2M |
Between 2020 and 2024, reported annual revenue declined from $21.3M to $20.1M (-5%), with total assets most recently reported at $4.2M.
Interactive year-over-year charts and full filing details available with membership.