Nonprofit · EIN 94-3237145
PACIFICORP WELFARE BENEFITS TRUST
Tax-exempt · PITTSBURGH, PA 15253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,143,428 | $4,787,706 | $355,722 | $59,652,109 | $0 | $59,652,109 |
| December 31, 2023 | 990 | $7,622,169 | $4,307,652 | $3,314,517 | $54,753,225 | $0 | $54,753,225 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $498,228
- Investment income
- $4,645,200
- Net gain from sales of assets
- $3,843,478
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,243,890
- Compensation of officers, directors and key employees
- $5,873
- Salaries, compensation and benefits (total)
- $5,873
- Professional fundraising fees
- $0
- Accounting fees
- $21,500
Balance sheet and other
- Total assets, start of year
- $54,753,225
- Total assets, end of year
- $59,652,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $59,652,109
- Gross unrelated business income
- $3,938,199
- Gross receipts
- $16,595,149
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- OR
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 BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0 | $5,873 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0 | $35,417 |
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, VP, BNYM, AS TRUSTEE
- Phone
- (412) 234-2242
- Return prepared by
- ERNST & YOUNG US LLP
Mission
THE VEBA PROVIDES FUNDING FOR LIFE INSURANCE COVERAGE FOR ELIGIBLE RETIRED EMPLOYEES.
Program accomplishments
- BENEFITS PAID TO MEMBERS
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
- 94-3237145
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $59,652,109
- Income (IRS master file)
- $16,595,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,143,428 | $4,787,706 | $59,652,109 | XML |
| 990 | December 2023 | $7,622,169 | $4,307,652 | $54,753,225 | XML |
| 990 | December 2022 | $3,688,231 | $4,077,704 | $48,917,139 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 94-3237145).
Questions about PACIFICORP WELFARE BENEFITS TRUST
- What is the EIN of PACIFICORP WELFARE BENEFITS TRUST?
- The employer identification number (EIN) of PACIFICORP WELFARE BENEFITS TRUST is 94-3237145.
- Is PACIFICORP WELFARE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to PACIFICORP WELFARE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PACIFICORP WELFARE BENEFITS 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 PACIFICORP WELFARE BENEFITS 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 PACIFICORP WELFARE BENEFITS 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 PACIFICORP WELFARE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
- Who are the officers and directors of PACIFICORP WELFARE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $5,873 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
- How much revenue does PACIFICORP WELFARE BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,143,428, expenses of $4,787,706 and total assets of $59,652,109 at year end.
Other nonprofits in PITTSBURGH
- UPMC EIN 20-8295721 · last filed 990 for 2025
- HIGHMARK HEALTH EIN 82-1406555 · last filed 990 for 2024
- UNIVERSITY OF PITTSBURGH EIN 25-0965591 · last filed 990 for 2025
- CARNEGIE MELLON UNIVERSITY EIN 25-0969449 · last filed 990 for 2025
- UPMC EIN 25-1778644 · last filed 990 for 2024
- GBU FINANCIAL LIFE EIN 25-0502660 · last filed 990 for 2024
- STEELWORKERS HEALTH & WELFARE FUND EIN 23-1317409 · last filed 990 for 2024
- UNITED STEELWORKERS EIN 25-0818080 · last filed 990 for 2024