Nonprofit · EIN 39-1669331
ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST
Tax-exempt · PITTSBURGH, PA 15253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $119,548,042 | $84,551,618 | $34,996,424 | $168,067,471 | $337 | $168,067,134 |
| December 31, 2023 | 990 | $72,083,476 | $71,997,683 | $85,793 | $132,608,073 | $0 | $132,608,073 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $108,288,804
- Investment income
- $11,259,238
- Net gain from sales of assets
- $5,804,925
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $63,441,022
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $10,725
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $132,608,073
- Total assets, end of year
- $168,067,471
- Total liabilities, end of year
- $337
- Net assets, end of year
- $168,067,134
- Publicly traded securities
- $119,799,034
- Gross unrelated business income
- $9,999,543
- Gross receipts
- $304,004,165
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- State of legal domicile
- MN
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 SCH O Institutional trustee | 0 | $10,725 |
| KAREN RADFORD | DIRECTOR Trustee or director | 5 | $0 |
| TERRANCE L MCGILL | DIRECTOR Trustee or director | 0 | $0 |
| STEPHEN J WUORI | DIRECTOR Trustee or director | 5 | $0 |
| RICK GREENAWALT | PRESIDENT Officer | 5 | $0 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY Officer | 5 | $0 |
| BRUCE A STEVENSON | VP & SECRETARY Officer | 5 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE - SEE SCH O Institutional trustee | 0 | $37,351 |
| KAREN RADFORD | DIRECTOR Trustee or director | 5 | $0 |
| TERRANCE L MCGILL | DIRECTOR Trustee or director | 0 | $0 |
| STEPHEN J WUORI | DIRECTOR Trustee or director | 5 | $0 |
| RICK GREENAWALT | PRESIDENT Officer | 5 | $0 |
| CHRIS KAITSON | VP-LAW & ASSISTANT SECRETARY Officer | 5 | $0 |
| BRUCE A STEVENSON | VP & SECRETARY Officer | 5 | $0 |
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, SVP, BNYM, AS TRUSTE
- Phone
- (412) 234-2242
- Return prepared by
- ERNST & YOUNG US LLP
Mission
THE VEBA EXISTS FOR THE EXCLUSIVE PURPOSE OF FUNDING HOSPITAL/MEDICAL DENTAL AND LIFE INSURANCE BENEFITS FOR ELIGIBLE ACTIVE EMPLOYEES RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- MEDICAL/DENTAL PLAN - THE PROGRAM ENABLES ELIGIBLE EMPLOYEES TO DEFRAY THE COSTS OF TREATMENT.0
- GROUP TERM LIFE INSURANCE - THE PROGRAM ENABLES ELIGIBLE EMPLOYEES TO PROVIDE LIFE INSURANCE BENEFITS TO BENEFICIARIES UPON THEIR DEATH.0
- ST LAWRENCE GAS PLAN - THE PROGRAM ENABLES ELIGIBLE RETIRED EMPLOYEES TO DEFRAY THE COSTS OF MEDICAL AND DENTAL TREATMENT.0
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
- 39-1669331
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $168,067,471
- Income (IRS master file)
- $304,004,165
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $119,548,042 | $84,551,618 | $168,067,471 | XML |
| 990 | December 2023 | $72,083,476 | $71,997,683 | $132,608,073 | XML |
| 990 | December 2022 | $76,731,208 | $71,771,094 | $127,590,038 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 39-1669331).
Questions about ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST
- What is the EIN of ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST?
- The employer identification number (EIN) of ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST is 39-1669331.
- Is ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Which annual return does ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS 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 ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS 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 ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS 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 ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST?
- The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
- Who are the officers and directors of ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $10,725 (THE BANK OF NEW YORK MELLON, TRUSTEE - SEE SCH O).
- How much revenue does ENBRIDGE EMPLOYEE SERVICES INC WELFARE BENEFIT PLANS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $119,548,042, expenses of $84,551,618 and total assets of $168,067,471 at year end.
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