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Nonprofit · EIN 47-7009840

TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR

Tax-exempt · PITTSBURGH, PA 15253

Financials

$2.4M$178K2023$3.5M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,491,317$3,177,162$314,155$58,364,266$0$58,364,266
December 31, 2023990 (amended)$2,427,937$178,364$2,249,573$58,822,377$0$58,822,377
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,325,326
Investment income
$2,165,991
Net gain from sales of assets
-$48,522
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,868,922
Compensation of officers, directors and key employees
$26,658
Salaries, compensation and benefits (total)
$26,658
Professional fundraising fees
$0
Accounting fees
$28,190
Program services (functional)
$3,177,162

Balance sheet and other

Total assets, start of year
$58,822,377
Total assets, end of year
$58,364,266
Total liabilities, end of year
$0
Net assets, end of year
$58,364,266
Publicly traded securities
$57,330,747
Gross receipts
$43,848,730
Employees
0
Year formed
2015
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$26,658
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$20,782

Address and contacts

Address (IRS master file)
PO BOX 535007, PITTSBURGH, PA 15253-5007
In care of
% THE BNYM
Principal officer (990 for 2024)
THE BANK OF NEW YORK MELLON, PO BOX 535007, PITTSBURGH, PA 152435007
Signed the 990
SHELLY M PALETTA, BNYM, TRUSTEE
Phone
(412) 234-2245
Return prepared by
ERNST & YOUNG US LLP

Mission

A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE MEDICAL COSTS TO ELIGIBLE PARTICIPANTS

990 for the year ended December 31, 2024

Program accomplishments

  • A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE MEDICAL COSTS TO ELIGIBLE PARTICIPANTS

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
47-7009840
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J99)
Assets (IRS master file)
$58,364,266
Income (IRS master file)
$43,848,730

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,491,317$3,177,162$58,364,266IRS
990December 2023$5,331,064$178,364$58,822,376XML
990December 2022$1,838,851$180,033$54,012,925IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 47-7009840).

Questions about TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR

What is the EIN of TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR?
The employer identification number (EIN) of TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR is 47-7009840.
Is TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
Are donations to TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR 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 TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR 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 TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR 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 TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR?
The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
Who are the officers and directors of TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $26,658 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
How much revenue does TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,491,317, expenses of $3,177,162 and total assets of $58,364,266 at year end.

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