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Nonprofit · EIN 84-6732452

TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR

Tax-exempt · PITTSBURGH, PA 15253

Financials

$5.3M$5.1M2023$5.4M$15.1M2024
Revenue Expenses · by fiscal year end
Financials of TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,443,371$15,141,079-$9,697,708$216,934$0$216,934
December 31, 2023990 (amended)$5,263,110$5,050,081$213,029$414,642$0$414,642
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,217,776
Investment income
$225,595
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$15,072,575
Compensation of officers, directors and key employees
$2,772
Salaries, compensation and benefits (total)
$2,772
Professional fundraising fees
$0
Accounting fees
$62,840
Program services (functional)
$15,141,079

Balance sheet and other

Total assets, start of year
$414,642
Total assets, end of year
$216,934
Total liabilities, end of year
$0
Net assets, end of year
$216,934
Gross receipts
$5,443,371
Employees
0
Year formed
2020
State of legal domicile
TX

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
Institutional trustee
0$2,772
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$6,436

Address and contacts

Address (IRS master file)
PO BOX 535007, PITTSBURGH, PA 15253-5007
In care of
% TALEN ENERGY SUPPY LLC
Principal officer (990 for 2024)
THE BANK OF NEW YORK MELLON, PO BOX 535007, PITTSBURGH, PA 152535007
Signed the 990
SHELLY M PALETTA, BNYM, TRUSTEE
Phone
(412) 234-2242
Return prepared by
ERNST & YOUNG US LLP

Mission

A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.

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
84-6732452
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$216,934
Income (IRS master file)
$5,443,371

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,443,371$15,141,079$216,934IRS
990December 2023$5,263,110$5,050,080$414,642XML
990December 2022$4,612,340$8,899,836$201,613IRS
990December 2021–––IRS
990December 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 84-6732452).

Questions about TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR

What is the EIN of TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR?
The employer identification number (EIN) of TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR is 84-6732452.
Is TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
Which annual return does TALEN ENERGY HEALTH AND WELFARE BENEFIT 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 HEALTH AND WELFARE BENEFIT 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 HEALTH AND WELFARE BENEFIT 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 HEALTH AND WELFARE BENEFIT 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 HEALTH AND WELFARE BENEFIT PLAN TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $2,772 (THE BANK OF NEW YORK MELLON, TRUSTEE).
How much revenue does TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,443,371, expenses of $15,141,079 and total assets of $216,934 at year end.

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