Nonprofit · EIN 36-6803190
PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST
Tax-exempt · MILWAUKEE, WI 53203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $23,634,203 | $8,003,660 | $15,630,543 | $210,217,315 | $0 | $210,217,315 |
| December 31, 2024 | 990 | $21,270,240 | $11,824,973 | $9,445,267 | $194,586,772 | $0 | $194,586,772 |
| December 31, 2023 | 990 | $18,892,514 | $6,356,034 | $12,536,480 | $185,141,505 | $0 | $185,141,505 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,375,741
- Investment income
- $9,279,887
- Net gain from sales of assets
- $3,367,083
- Other revenue
- $11,978,575
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,660,993
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $7,815,640
- Management and general (functional)
- $188,020
Balance sheet and other
- Total assets, start of year
- $194,586,772
- Total assets, end of year
- $210,217,315
- Total liabilities, end of year
- $0
- Net assets, end of year
- $210,217,315
- Publicly traded securities
- $210,217,315
- Gross receipts
- $200,468,936
- Employees
- 0
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 |
|---|---|---|---|
| XIA LIU | COMMITTEE CHAIR Trustee or director | 0 | $0 |
| LISA GEORGE | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| JOSHUA M ERICKSON | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| WILLIAM J GUC | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| TONY L REESE | COMMITTEE SECRETARY Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| XIA LIU | COMMITTEE CHAIR Trustee or director | 0 | $0 |
| LISA GEORGE | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| JOSHUA M ERICKSON | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| WILLIAM J GUC | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| TONY L REESE | COMMITTEE SECRETARY Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| XIA LIU | COMMITTEE CHAIR Trustee or director | 0 | $0 |
| LISA GEORGE | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| JOSHUA M ERICKSON | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| WILLIAM J GUC | COMMITTEE MEMBER Trustee or director | 0 | $0 |
| TONY L REESE | COMMITTEE SECRETARY Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 231 W MICHIGAN ST, MILWAUKEE, WI 53203-2918
- In care of
- % PEOPLES ENERGY LLC
- Principal officer (990 for 2025)
- William Guc, 231 W Michigan Street, Milwaukee, WI 53203
- Signed the 990
- William Guc, Vice President/Contr
- Phone
- (312) 240-4373
Mission
TRUST CREATED TO SUPPORT A SECTION 501(C)(9) VEBA ESTABLISHED TO RECEIVE AND HOLD EMPLOYEE AND EMPLOYER CONTRIBUTIONS MADE UNDER THE PEOPLES ENERGY, LLC (PELLC) COMPREHENSIVE GROUP INSURANCE PLAN (PLAN) TO DISBURSE PAYMENTS AND SATISFY MEMBER CLAIMS UNDER THE PLAN.
Program accomplishments
- Satisfy member claims under the PELLC Comprehensive Group Insurance Plan Section 501(c)(9) VEBA.Expenses $8,003,660
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
- 36-6803190
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $210,217,315
- Income (IRS master file)
- $200,468,936
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $23,634,203 | $8,003,660 | $210,217,315 | XML |
| 990 | December 2024 | $21,270,240 | $11,824,973 | $194,586,772 | XML |
| 990 | December 2023 | $18,892,514 | $6,356,034 | $185,141,505 | XML |
| 990 | December 2022 | $3,353,395 | $38,153,774 | $172,605,025 | 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 36-6803190).
Questions about PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST
- What is the EIN of PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST is 36-6803190.
- Is PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS 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 PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST 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 PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST 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 PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 names William Guc.
- Who are the officers and directors of PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does PEOPLES ENERGY CORPORATION LIFE AND HEALTH BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $23,634,203, expenses of $8,003,660 and total assets of $210,217,315 at year end.
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