Shell Medical Plan

Organization Overview

Shell Medical Plan is located in Phoenix, AZ. The organization was established in 1981. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shell Medical Plan is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 12/2021, Shell Medical Plan generated $509.5m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $524.8m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (2.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

PROVIDE CERTAIN HEALTH WELLNESS ACCIDENT, LIFE, DISABILITY, AND OTHER WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS

Describe the Organization's Program Activity:

Part 3 - Line 4a

PROVIDE CERTAIN HEALTH WELLNESS ACCIDENT, LIFE, DISABILITY, AND OTHER WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS


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Board, Officers & Key Employees

Name (title)Compensation
Name Not Listed
Trustee
$56,600
Julian Dalzell
Senior VP
$0
William C Lowrey
Senior VP
$0
A M Nolte
Controller
$0
Tabatha R Baker
Asst. Secretary
$0
Richard Menniti
Treasurer
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$509,515,363
Investment income $26,953
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $509,542,348

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