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Nonprofit · EIN 94-3136449

UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR

Tax-exempt · PITTSBURGH, PA 15219

Financials

$261K$1.1M2023$218K$120K2024
Revenue Expenses · by fiscal year end
Financials of UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$217,695$119,544$98,151$5,368,013$0$5,368,013
December 31, 2023990$261,262$1,144,062-$882,800$5,269,862$0$5,269,862
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$217,695
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$118,710
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$118,710
Management and general (functional)
$834

Balance sheet and other

Total assets, start of year
$5,269,862
Total assets, end of year
$5,368,013
Total liabilities, end of year
$0
Net assets, end of year
$5,368,013
Gross receipts
$217,695
Employees
0
Year formed
1997
State of legal domicile
CA

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
–$834
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
500 GRANT STREET STE 4040, PITTSBURGH, PA 15219-2502
In care of
% THE BNYM - CHARLES KOSKO
Signed the 990
MATTHEW INSINGA, EVP
Phone
(412) 236-7626
Return prepared by
PWC US TAX LLP

Mission

THIS ENTITY IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC SECTION 501(C)(9) THAT SOLELY EXISTS TO HOLD FUNDS TO PAY FOR QUALIFYING BENEFITS INCURRED BY EMPLOYEES UNDER CERTAIN WELFARE BENEFIT PLANS SPONSORED BY U.S. BANCORP (SUCCESSOR TO MUFG UNION BANK, N.A.)

990 for the year ended December 31, 2024

Program accomplishments

  • THE PRIMARY EXEMPT PURPOSE FOR THIS TRUST DURING THE YEAR WAS THE PAYMENT OF WELFARE BENEFITS FOR ITS MEMBERS.
    Expenses $118,710

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
94-3136449
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,368,013
Income (IRS master file)
$217,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$217,695$119,544$5,368,013XML
990December 2023$261,262$1,144,062$5,269,862XML
990December 2022$103,893$169,967$6,152,663IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 94-3136449).

Questions about UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR

What is the EIN of UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR?
The employer identification number (EIN) of UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR is 94-3136449.
Is UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS 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 UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS 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 UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $834 (THE BANK OF NEW YORK MELLON, TRUSTEE).
How much revenue does UNION BANK VEBA FOR EMPLOYEE WELFARE PLANS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $217,695, expenses of $119,544 and total assets of $5,368,013 at year end.

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