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Nonprofit · EIN 13-3817903

ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST

Tax-exempt · PITTSBURGH, PA 15253

Financials

$10.5M$10.9M2023$95.3M$10.2M2024
Revenue Expenses · by fiscal year end
Financials of ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$95,307,959$10,174,318$85,133,641$442,161,757$377,057$441,784,700
December 31, 2023990 (amended)$10,515,307$10,941,231-$425,924$357,008,654$357,595$356,651,059
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$95,289,929
Net gain from sales of assets
$82,965,328
Other revenue
$18,030

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,623,992
Compensation of officers, directors and key employees
$102,104
Salaries, compensation and benefits (total)
$102,104
Professional fundraising fees
$0
Legal fees
$15,476
Accounting fees
$52,001
Program services (functional)
$10,174,318

Balance sheet and other

Total assets, start of year
$357,008,654
Total assets, end of year
$442,161,757
Total liabilities, end of year
$377,057
Net assets, end of year
$441,784,700
Publicly traded securities
$400,588,641
Gross receipts
$402,646,471
Employees
0
Year formed
1994
State of legal domicile
NY

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.

NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$102,104
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$232,437

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)
BRENT HEINTZELMAN, PO BOX 535007, PITTSBURGH, PA 152535007
Signed the 990
SHELLY M PALETTA, BNYM, TRUSTEE
Phone
(412) 234-2242
Return prepared by
ERNST & YOUNG US LLP

Mission

THE VEBA TRUST WAS ESTABLISHED TO FUND POST RETIREMENT LIFE INSURANCE AND HEALTH BENEFITS FOR RETIREES OF CERTAIN ENTERGY SUBSIDIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVISION OF BENEFITS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3817903
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$442,161,757
Income (IRS master file)
$402,646,471

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$95,307,959$10,174,318$442,161,757IRS
990December 2023$10,515,307$10,941,231$357,008,654XML
990December 2022$9,709,799$11,633,427$359,603,952IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 13-3817903).

Questions about ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST

What is the EIN of ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST?
The employer identification number (EIN) of ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST is 13-3817903.
Is ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE 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 ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE 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 ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE 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 ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names BRENT HEINTZELMAN.
Who are the officers and directors of ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $102,104 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
How much revenue does ENTERGY CORP COMPANIES BARGAINING EMPLOYEES WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $95,307,959, expenses of $10,174,318 and total assets of $442,161,757 at year end.

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