Nonprofit · EIN 87-4514877
CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES
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 | $13,008,639 | $26,561,014 | -$13,552,375 | $417,108,532 | $578,819 | $416,529,713 |
| December 31, 2023 | 990 | $14,931,644 | $38,497,473 | -$23,565,829 | $412,666,994 | $1,388,182 | $411,278,812 |
| December 31, 2022 | 990 | $5,744,886 | $29,489,009 | -$23,744,123 | $416,283,666 | $5,898,578 | $410,385,088 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,638,599
- Investment income
- $8,370,040
- Net gain from sales of assets
- -$253,808
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $24,214,955
- Compensation of officers, directors and key employees
- $331,045
- Salaries, compensation and benefits (total)
- $331,045
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $413,554,162
- Total assets, end of year
- $417,108,532
- Total liabilities, end of year
- $578,819
- Net assets, end of year
- $416,529,713
- Publicly traded securities
- $211,672,990
- Gross receipts
- $391,022,918
- 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 | $331,045 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $78,754 |
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.
Program accomplishments
- THE VEBA TRUST PROVIDED BENEFITS FOR RETIRED UNION 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 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
- 87-4514877
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $417,108,532
- Income (IRS master file)
- $391,022,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,008,639 | $26,561,014 | $417,108,532 | IRS |
| 990 | December 2023 | $14,931,644 | $38,497,473 | $412,666,994 | XML |
| 990 | December 2022 | $5,744,886 | $29,489,009 | $416,283,666 | 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 87-4514877).
Questions about CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES
- What is the EIN of CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES?
- The employer identification number (EIN) of CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES is 87-4514877.
- Is CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
- Are donations to CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION 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 UNION 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 UNION 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 UNION 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 UNION EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $331,045 (THE NORTHERN TRUST COMPANY, INSTITUTIONAL TRUSTEE).
- How much revenue does CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,008,639, expenses of $26,561,014 and total assets of $417,108,532 at year end.
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