TRANSCO MASTER EMPLOYEE WELFARE BENEFITS TRUST C/O BOKF NA

EIN: 367007185 Mutual Benefit

TULSA, OK

Total Revenue
$4,599,656
Total Expenses
$2,206,655
Total Assets
$91,488,044
Net Assets
$91,443,907
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
OK
Principal Officer
BOKF NA
Phone
8009455426
Tax Period
2024-01-01 to 2024-12-31

TRANSCO MASTER EMPLOYEE WELFARE BENEFITS TRUST C/O BOKF NA, founded in 1994, is a community nonprofit in the Mutual Benefit sector that reported $4.6M in total revenue in fiscal year 2024. The organization ran a surplus of $2.4M, a strong 52% operating margin.

Mission

TO PROVIDE FOR THE PAYMENT OF MEDICAL BENEFITS AND LIFE INSURANCE BENEFITS TO RETIREE PARTICIPANTS AND THEIR DEPENDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $4,599,656
Other Revenue $0
TOTAL REVENUE $4,599,656

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,840
Fundraising Expenses $0
Other Expenses $1,698,622
TOTAL EXPENSES $2,206,655

Year-over-Year Comparison

2024 2023 Change
Revenue $4,599,656 $4,428,545 +0.0%
Expenses $2,206,655 $2,108,074 +0.0%
Net Income $2,393,001 $2,320,471 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 5.00
$11,840 $0 $39,887
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $4,599,656 $2,206,655 $91,488,044 $2,393,001
2023 $4,428,545 $2,108,074 $89,053,842 $2,320,471
2022 $20,210,000 $4,404,922 $90,251,793 $15,805,078
2021 $8,613,484 $2,049,530 $100,633,257 $6,563,954
2020 $4,499,530 $1,215,143 $92,917,054 $3,284,387
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