Nonprofit · EIN 04-3220614
EVERSOURCE RETIREES BENEFIT TRUST
Tax-exempt · PITTSBURGH, PA 15253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $76,653,187 | $27,953,818 | $48,699,369 | $840,850,558 | $71,354,577 | $769,495,981 |
| December 31, 2023 | 990 | $45,005,948 | $28,138,894 | $16,867,054 | $747,078,278 | $21,750,662 | $725,327,616 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $512,101
- Investment income
- $66,906,600
- Net gain from sales of assets
- $58,384,993
- Other revenue
- $9,234,486
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,169,486
- Compensation of officers, directors and key employees
- $279,424
- Salaries, compensation and benefits (total)
- $279,424
- Professional fundraising fees
- $0
- Legal fees
- $16,520
- Accounting fees
- $30,278
Balance sheet and other
- Total assets, start of year
- $747,078,278
- Total assets, end of year
- $840,850,558
- Total liabilities, end of year
- $71,354,577
- Net assets, end of year
- $769,495,981
- Publicly traded securities
- $135,739,834
- Gross unrelated business income
- $1,366,013
- Gross receipts
- $76,653,187
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0 | $279,424 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0 | $215,459 |
Address and contacts
- Address (IRS master file)
- PO BOX 535007, PITTSBURGH, PA 15253-5007
- In care of
- % THE BANK OF NEW YORK MELLON
- Principal officer (990 for 2024)
- THE BANK OF NEW YORK MELLON, PO BOX 535007, PITTSBURGH, PA 152535007
- Signed the 990
- Shelly Paletta, VP, BNYM, AS TRUSTE
- Phone
- (412) 234-2242
- Return prepared by
- ERNST & YOUNG US LLP
Mission
DISTRIBUTION OF PAYMENTS TO CARRIERS AND SIMILAR ORGANIZATIONS FOR PROVISION OF BENEFITS TO ORGANIZATIONS AND INDIVIDUALS PROVIDING WELFARE BENEFITS TO PARTICIPANTS.
Program accomplishments
- BENEFITS PAID TO MEMBERS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3220614
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $840,850,558
- Income (IRS master file)
- $76,653,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $45,005,948 | $28,138,894 | $747,078,278 | IRS |
| 990 | December 2022 | $21,027,814 | $28,084,737 | $688,810,506 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about EVERSOURCE RETIREES BENEFIT TRUST
- What is the EIN of EVERSOURCE RETIREES BENEFIT TRUST?
- The employer identification number (EIN) of EVERSOURCE RETIREES BENEFIT TRUST is 04-3220614.
- Is EVERSOURCE RETIREES BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to EVERSOURCE RETIREES BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EVERSOURCE RETIREES BENEFIT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERSOURCE RETIREES BENEFIT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERSOURCE RETIREES BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EVERSOURCE RETIREES BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
- Who are the officers and directors of EVERSOURCE RETIREES BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $279,424 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
- How much revenue does EVERSOURCE RETIREES BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $76,653,187, expenses of $27,953,818 and total assets of $840,850,558 at year end.
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