Nonprofit · EIN 87-4410483
CONSTELLATION PECO RETIREE MEDICAL TRUST
Also known as ELIZABETH HLINAK
Tax-exempt · KENNETT SQUARE, PA 19348
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,081,863 | $30,467,882 | -$18,386,019 | $97,222,034 | $2,996,508 | $94,225,526 |
| December 31, 2023 | 990 | $13,774,510 | $21,317,607 | -$7,543,097 | $125,393,302 | $2,063,755 | $123,329,547 |
| December 31, 2022 | 990 | $5,773,743 | $21,818,471 | -$16,044,728 | $138,907,799 | $4,373,909 | $134,533,890 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,792,388
- Investment income
- $9,289,475
- Net gain from sales of assets
- $5,719,027
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $21,124,893
- Compensation of officers, directors and key employees
- $88,106
- Salaries, compensation and benefits (total)
- $88,106
- Professional fundraising fees
- $0
- Accounting fees
- $22,525
Balance sheet and other
- Total assets, start of year
- $125,393,302
- Total assets, end of year
- $97,222,034
- Total liabilities, end of year
- $2,996,508
- Net assets, end of year
- $94,225,526
- Publicly traded securities
- $92,005,413
- Gross unrelated business income
- $27,865,683
- Gross receipts
- $412,666,848
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $88,106 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $19,156 |
990 for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $453,360 |
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 HEALTH AND DENTAL BENEFITS TO ELIGIBLE RETIREES.
Program accomplishments
- THE VEBA TRUST PROVIDES DENTAL AND MEDICAL BENEFITS TO RETIRED PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FROM EMPLOYER AND EMPLOYEE CONTRIBUTION.
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 | Not 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
- 87-4410483
- 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)
- $97,222,034
- Income (IRS master file)
- $412,666,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,081,863 | $30,467,882 | $97,222,034 | IRS |
| 990 | December 2023 | $13,774,510 | $21,317,607 | $125,393,302 | XML |
| 990 | December 2022 | $5,773,743 | $21,818,471 | $138,907,799 | XML |
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 87-4410483).
Questions about CONSTELLATION PECO RETIREE MEDICAL TRUST
- What is the EIN of CONSTELLATION PECO RETIREE MEDICAL TRUST?
- The employer identification number (EIN) of CONSTELLATION PECO RETIREE MEDICAL TRUST is 87-4410483.
- Is CONSTELLATION PECO RETIREE MEDICAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
- Which annual return does CONSTELLATION PECO RETIREE MEDICAL TRUST 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 PECO RETIREE MEDICAL TRUST 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 PECO RETIREE MEDICAL TRUST 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 PECO RETIREE MEDICAL TRUST?
- The 990 for the year ended December 31, 2024 names LISA AGASE.
- Who are the officers and directors of CONSTELLATION PECO RETIREE MEDICAL TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $88,106 (THE NORTHERN TRUST COMPANY, INSTITUTIONAL TRUSTEE).
- How much revenue does CONSTELLATION PECO RETIREE MEDICAL TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,081,863, expenses of $30,467,882 and total assets of $97,222,034 at year end.
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