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Nonprofit · EIN 46-7030620

POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS

Tax-exempt · PITTSBURGH, PA 15253

Financials

$5.1M$10.5M2023$10.5M$11.5M2024
Revenue Expenses · by fiscal year end
Financials of POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,485,517$11,511,862-$1,026,345$4,456,861$0$4,456,861
December 31, 2023990$5,124,511$10,450,474-$5,325,963$5,483,110$0$5,483,110
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,242,827
Investment income
$242,690
Net gain from sales of assets
-$100
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$10,429,801
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$11,386

Balance sheet and other

Total assets, start of year
$5,483,110
Total assets, end of year
$4,456,861
Total liabilities, end of year
$0
Net assets, end of year
$4,456,861
Gross unrelated business income
$239,790
Gross receipts
$29,807,596
Employees
0
Volunteers
0
Year formed
2013
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 (Schedule O)
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
The Bank of New York MellonTrustee (Schedule O)
Institutional trustee
0$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

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • Provide benefits to eligible 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 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
46-7030620
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,456,861
Income (IRS master file)
$29,807,596

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,485,517$11,511,862$4,456,861IRS
990December 2023$5,124,511$10,450,474$5,483,110XML
990December 2022$10,513,087$5,996,599$9,665,588IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 46-7030620).

Questions about POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS

What is the EIN of POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS?
The employer identification number (EIN) of POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS is 46-7030620.
Is POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
Are donations to POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS 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 POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS 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 POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS 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 POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS?
The 990 for the year ended December 31, 2024 names The Bank of New York Mellon.
Who are the officers and directors of POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,485,517, expenses of $11,511,862 and total assets of $4,456,861 at year end.

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