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Nonprofit · EIN 94-3237150

PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST

Tax-exempt · PITTSBURGH, PA 15253

Financials

$7.9M$9.6M2023$5.3M$9.5M2024
Revenue Expenses · by fiscal year end
Financials of PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,291,192$9,507,479-$4,216,287$187,292,114$0$187,292,114
December 31, 2023990$7,881,202$9,598,209-$1,717,007$190,384,278$380,996$190,003,282
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,442,538
Investment income
$3,845,944
Net gain from sales of assets
-$4,988,210
Other revenue
$2,710

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,878,457
Compensation of officers, directors and key employees
$27,183
Salaries, compensation and benefits (total)
$27,183
Professional fundraising fees
$0
Accounting fees
$21,500
Program services (functional)
$9,507,479

Balance sheet and other

Total assets, start of year
$190,384,278
Total assets, end of year
$187,292,114
Total liabilities, end of year
$0
Net assets, end of year
$187,292,114
Publicly traded securities
$78,426,954
Gross receipts
$84,404,965
Employees
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.

NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$27,183
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$34,750

Address and contacts

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

Mission

THIS VEBA PROVIDES POST RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE BARGAINING RETIREES.

990 for the year ended December 31, 2024

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 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
94-3237150
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)
$187,292,114
Income (IRS master file)
$84,404,965

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,291,192$9,507,479$187,292,114XML
990December 2023$7,881,202$9,598,209$190,384,278XML
990December 2022$4,639,480$10,313,103$184,368,441IRS
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 94-3237150).

Questions about PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST

What is the EIN of PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST?
The employer identification number (EIN) of PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST is 94-3237150.
Is PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PACIFICORP UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES WELFARE BENEFITS TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $27,183 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
How much revenue does PACIFICORP UNION EMPLOYEES WELFARE BENEFITS TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,291,192, expenses of $9,507,479 and total assets of $187,292,114 at year end.

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