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Nonprofit · EIN 87-3974129

CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES

Also known as ELIZABETH HLINAK

Tax-exempt · KENNETT SQUARE, PA 19348

Financials

$6.6M$25M2022$10.9M$31.3M2023$11.1M$57.7M2024
Revenue Expenses · by fiscal year end
Financials of CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$11,114,284$57,732,428-$46,618,144$52,085,497$4,528,580$47,556,917
December 31, 2023990$10,946,318$31,319,585-$20,373,267$115,292,481$15,071$115,277,410
December 31, 2022990$6,594,201$24,960,392-$18,366,191$148,542,753$4,237,988$144,304,765
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,443,737
Investment income
$5,670,547
Net gain from sales of assets
$2,770,238
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$47,689,841
Compensation of officers, directors and key employees
$80,815
Salaries, compensation and benefits (total)
$80,815
Professional fundraising fees
$0
Accounting fees
$2,800

Balance sheet and other

Total assets, start of year
$116,186,801
Total assets, end of year
$52,085,497
Total liabilities, end of year
$4,528,580
Net assets, end of year
$47,556,917
Publicly traded securities
$45,758,018
Gross unrelated business income
$32,593,638
Gross receipts
$396,101,550
Employees
0
Volunteers
0
Year formed
2022
State of legal domicile
IL

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 NORTHERN TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1$80,815
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1$35,031
990 for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1$68,422

Address and contacts

Address (IRS master file)
200 ENERGY WAY, KENNETT SQUARE, PA 19348-0000
In care of
% CONSTELLATION INVESTMENT OFFICE
Principal officer (990 for 2024)
LISA AGASE, 200 ENERGY WAY, KENNETT SQUARE, PA 19348
Signed the 990
LISA AGASE, DIR., EMPL. BEN. PLANS & PROGRAMS
Phone
(779) 231-5871
Return prepared by
PLANTE & MORAN PLLC

Mission

TO PROVIDE HEALTHCARE BENEFITS TO MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE VEBA TRUST PROVIDED BENEFITS FOR RETIRED MANAGEMENT EMPLOYEE PARTICIPANTS AND THEIR SURVIVING SPOUSES FROM MEMBER AND EMPLOYER CONTRIBUTIONS.

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
87-3974129
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$52,085,497
Income (IRS master file)
$396,101,550

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$11,114,284$57,732,428$52,085,497XML
990December 2023$10,946,318$31,319,585$115,292,481XML
990December 2022$6,594,201$24,960,392$148,542,753XML

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 87-3974129).

Questions about CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES

What is the EIN of CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES?
The employer identification number (EIN) of CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES is 87-3974129.
Is CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
Which annual return does CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES 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 CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES 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 CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES 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 CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES?
The 990 for the year ended December 31, 2024 names LISA AGASE.
Who are the officers and directors of CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $80,815 (THE NORTHERN TRUST COMPANY, INSTITUTIONAL TRUSTEE).
How much revenue does CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $11,114,284, expenses of $57,732,428 and total assets of $52,085,497 at year end.

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