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Nonprofit · EIN 94-3147492

PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES

Also known as RETIREMENT MEDICAL PLAN TRUST

Tax-exempt · PITTSBURGH, PA 15253

Financials

$46.5M$80.1M2023$53.7M$82.7M2024
Revenue Expenses · by fiscal year end
Financials of PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$53,726,931$82,655,426-$28,928,495$43,839,086$1,928,235$41,910,851
December 31, 2023990$46,480,216$80,107,177-$33,626,961$80,684,531$3,510,436$77,174,095
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$34,249,299
Investment income
$10,447,242
Net gain from sales of assets
$7,717,807
Other revenue
$9,030,390

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$75,609,899
Compensation of officers, directors and key employees
$35,621
Salaries, compensation and benefits (total)
$35,621
Professional fundraising fees
$0
Accounting fees
$12,767

Balance sheet and other

Total assets, start of year
$80,684,531
Total assets, end of year
$43,839,086
Total liabilities, end of year
$1,928,235
Net assets, end of year
$41,910,851
Publicly traded securities
$37,890,986
Gross unrelated business income
$10,264,896
Gross receipts
$53,726,968
Employees
0
Volunteers
0
Year formed
1991
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 (SEE SCHEDULE O)
Institutional trustee
0$35,621
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$69,579

Address and contacts

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

Mission

MEDICAL CLAIMS FOR RETIRED EMPLOYEES OF PG&E.

990 for the year ended December 31, 2024

Program accomplishments

  • MEDICAL CLAIMS FOR RETIRED EMPLOYEES OF PG&E.0

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
94-3147492
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)
$43,839,086
Income (IRS master file)
$53,726,968

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$53,726,931$82,655,426$43,839,086IRS
990December 2023$46,480,216$80,107,177$80,684,531XML
990December 2022$44,557,246$72,937,262$111,473,174IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 94-3147492).

Questions about PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES

What is the EIN of PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES?
The employer identification number (EIN) of PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES is 94-3147492.
Is PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES 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 PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES 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 PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES 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 PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES?
The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
Who are the officers and directors of PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $35,621 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
How much revenue does PACIFIC GAS & ELECTRIC POST RET MED PL TR MGT & NON-BARG UNIT RETIREES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $53,726,931, expenses of $82,655,426 and total assets of $43,839,086 at year end.

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