Nonprofit · EIN 81-2537026
THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,850,874 | $116,866 | $10,734,008 | $268,890,692 | $0 | $268,890,692 |
| December 31, 2024 | 990 | $3,807,462 | $115,499 | $3,691,963 | $257,905,328 | $0 | $257,905,328 |
| December 31, 2023 | 990 | $2,111,482 | $110,272 | $2,001,210 | $256,537,722 | $1,117,859 | $255,419,863 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $10,734,008
- Net gain from sales of assets
- -$948,095
- Other revenue
- $116,866
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $116,866
- Salaries, compensation and benefits (total)
- $116,866
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $257,905,328
- Total assets, end of year
- $268,890,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $268,890,692
- Publicly traded securities
- $258,868,400
- Gross unrelated business income
- -$443,547
- Gross receipts
- $110,224,839
- Employees
- 0
- Volunteers
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $116,866 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $115,499 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $110,272 |
Address and contacts
- Address (IRS master file)
- 249 5TH AVE 21ST FL P1-POPP-21-B, PITTSBURGH, PA 15222-2707
- Principal officer (990 for 2025)
- CARRIE CARSON, 249 5TH AVE 21ST FL P1-POPP-21-B, PITTSBURGH, PA 15222
- Signed the 990
- CARRIE CARSON, VP, HR OPERATIONS MGR, SR.
- Phone
- (412) 807-6258
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE FUNDING FOR A PNC RETIREES' HEALTH CARE REIMBURSEMENT AND LIFE INSURANCE PLAN.
Program accomplishments
- THE ORGANIZATION PROVIDES FUNDING FOR A HEALTH CARE REIMBURSEMENT AND LIFE INSURANCE PLAN FOR RETIRED EMPLOYEES OF PNC FINANCIAL SERVICES GROUP, INC. AND AFFILIATES.
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
- 81-2537026
- 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)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $268,890,692
- Income (IRS master file)
- $110,224,839
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,850,874 | $116,866 | $268,890,692 | XML |
| 990 | December 2024 | $3,807,462 | $115,499 | $257,905,328 | XML |
| 990 | December 2023 | $2,111,482 | $110,272 | $256,537,722 | XML |
| 990 | December 2022 | $3,387,117 | $136,270 | $239,671,210 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 81-2537026).
Questions about THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE
- What is the EIN of THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE?
- The employer identification number (EIN) of THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE is 81-2537026.
- Is THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
- Are donations to THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE 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 THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE 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 THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE 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 THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE?
- The 990 for the year ended December 31, 2025 names CARRIE CARSON.
- Who are the officers and directors of THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $116,866 (PNC BANK NA, INSTITUTIONAL TRUSTEE).
- How much revenue does THE PNC FINANCIAL SERVICES GROUP INC RETIREE HEALTHCARE AND LIFE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,850,874, expenses of $116,866 and total assets of $268,890,692 at year end.
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