Nonprofit · EIN 25-1754272
SUC PG ENERGY HEALTH CARE VEBA
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $320,757 | $184,273 | $136,484 | $7,539,017 | $0 | $7,539,017 |
| December 31, 2024 | 990 | $309,770 | $200,188 | $109,582 | $7,403,595 | $0 | $7,403,595 |
| December 31, 2023 | 990 | $277,822 | $174,819 | $103,003 | $7,295,244 | $0 | $7,295,244 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $320,757
- Net gain from sales of assets
- $83,183
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $99,939
- Compensation of officers, directors and key employees
- $2,563
- Salaries, compensation and benefits (total)
- $2,563
- Professional fundraising fees
- $0
- Program services (functional)
- $184,273
Balance sheet and other
- Total assets, start of year
- $7,403,595
- Total assets, end of year
- $7,539,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,539,017
- Publicly traded securities
- $7,430,008
- Gross unrelated business income
- $320,757
- Gross receipts
- $387,574
- Employees
- 0
- Year formed
- 2007
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $2,563 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $2,563 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $2,560 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % BANK ONE TRUST CO
- Principal officer (990 for 2025)
- PRINCIPAL FINANCIAL GROUP, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- -, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS PAYMENT OF MEDICAL BENEFITS FOR VEBA BENEFICIARIES OF THE COMPANY
Program accomplishments
- N/A - THIS IS A VEBA TRUST
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 | 990 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
- 25-1754272
- 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)
- $7,539,017
- Income (IRS master file)
- $387,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $320,757 | $184,273 | $7,539,017 | IRS |
| 990 | December 2024 | $309,770 | $200,188 | $7,403,595 | IRS |
| 990 | December 2023 | $277,822 | $174,819 | $7,295,244 | XML |
| 990 | December 2022 | $217,614 | $212,783 | $7,190,695 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 25-1754272).
Questions about SUC PG ENERGY HEALTH CARE VEBA
- What is the EIN of SUC PG ENERGY HEALTH CARE VEBA?
- The employer identification number (EIN) of SUC PG ENERGY HEALTH CARE VEBA is 25-1754272.
- Is SUC PG ENERGY HEALTH CARE VEBA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to SUC PG ENERGY HEALTH CARE VEBA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SUC PG ENERGY HEALTH CARE VEBA 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 SUC PG ENERGY HEALTH CARE VEBA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUC PG ENERGY HEALTH CARE VEBA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SUC PG ENERGY HEALTH CARE VEBA?
- The 990 for the year ended December 31, 2025 names PRINCIPAL FINANCIAL GROUP.
- Who are the officers and directors of SUC PG ENERGY HEALTH CARE VEBA?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,563 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does SUC PG ENERGY HEALTH CARE VEBA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $320,757, expenses of $184,273 and total assets of $7,539,017 at year end.
Other nonprofits in BRENTWOOD
- LINCOLN NATIONAL CORPORATION VOLUNTARY EMPLOYEE BENE ASSOC TR EIN 35-6388925 · last filed 990 for 2024
- CITY OF RALEIGH NORTH CAROLINA MEDICAL BENEFITS TRUST EIN 58-1515861 · last filed 990 for 2025
- PDS VEBA TR EIN 47-6637312 · last filed 990 for 2025
- OKLAHOMA GAS AND ELECTRIC COMPANY EMPLOYEES MEDICAL BENEFIT TRUST EIN 73-6290375 · last filed 990 for 2025
- UKPEAGVIK INUPIAT CORP VOLUNTARY EMPLOYEES BENEFICIARY ASSOC EIN 46-1576332 · last filed 990 for 2025
- DYNO NOBEL INC & DISTRIBUTORS VEBA 2 EIN 87-6215788 · last filed 990 for 2024
- OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR EIN 36-4054466 · last filed 990 for 2025
- TRANSITIONAL SERVICES OF NEW YORK FOR LONG ISLAND INC EIN 11-2592828 · last filed 990 for 2024