2025-03-28T03:02:00-05:00 2024-12-31 861065772 DELOITTE TAX LLP 555 W 5TH STREET SUITE 2700 LOS ANGELES CA 900131010 990 2024-01-01 957086061 SOUTHERN CALIFORNIA EDISON LTD VEBA TR SOUT 6263022627 2244 WALNUT GROVE AVENUE ROSEMEAD CA 917703714 MARK CHILDS VP OF TAX 6263022627 2025-03-27 1 0 JEFFREY D FRANK P00287234 2136880800 2024 2025-03-06 01:10:19Z MARK CHILDS 2244 WALNUT GROVE AVE ROSEMEAD CA 917703714 21774604 0 X N/A X 1999 CA THE ORGANIZATION WAS FORMED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS RETIREE MEMBERS, WHOM ARE MANAGEMENT, ADMINISTRATIVE AND COLLECTIVELY BARGAINED EMPLOYEES OF SOUTHERN CALIFORNIA EDISON. 1 0 0 0 403286 361485 0 0 10800000 10900000 370457 403286 0 0 11170457 11303286 0 0 11163221 10326596 2680 2168 0 0 0 182744 162554 11348645 10491318 -178188 811968 6210173 7022141 0 0 6210173 7022141 THE ORGANIZATION WAS FORMED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS RETIREE MEMBERS, WHOM ARE MANAGEMENT, ADMINISTRATIVE AND COLLECTIVELY BARGAINED EMPLOYEES OF SOUTHERN CALIFORNIA EDISON. 0 0 THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) DURING THE YEAR WAS THE PAYMENT OF $10,326,596 IN HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 0 0 0 CA X BRENDAN BOND 6263021238 2244 WALNUT GROVE ROSEMEAD CA 91770 BNY MELLON TRUSTEE 1.50 X 0 0 2168 0 0 2168 0 0 0 0 0 SPONSOR CONTRIBUTIONS 900001 10900000 10900000 10900000 403286 403286 10471318 10471318 0 11303286 10900000 403286 0 10326596 2168 7554 FEDERAL INCOME TAXES 125000 CA STATE TAXES 30000 10491318 6210173 6995692 26449 6210173 7022141 0 0 X 6210173 7022141 0 0 0 0 6210173 7022141 6210173 7022141 811968 0 X X 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THIS VEBA IS AN INDEPENDENT TRUST WITHIN THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. ACCORDINGLY, THE EDISON INTERNATIONAL TRUST INVESTMENT COMMITTEE HAS THE ULTIMATE POWER TO MAKE THE GOVERNANCE DECISIONS, INCLUDING THE POWER TO APPOINT OR REMOVE THE INSTITUTIONAL TRUSTEE. FORM 990, PART VI, SECTION A, LINE 7B THIS VEBA IS AN INDEPENDENT TRUST WITHIN THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. ACCORDINGLY, THE EDISON INTERNATIONAL TRUST INVESTMENT COMMITTEE HAS THE ULTIMATE POWER TO MAKE THE GOVERNANCE DECISIONS, INCLUDING THE POWER TO APPOINT OR REMOVE THE INSTITUTIONAL TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY DELOITTE TAX, LLP. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS SUBMITTED TO THE SOUTHERN CALIFORNIA EDISON ("SCE") TAX DEPARTMENT FOR REVIEW AND COMMENT. IT WILL BE SIGNED BY THE SCE TREASURER OR ASSISTANT TREASURER. FORM 990, PART VI, SECTION A, LINE 9 BNY MELLON, 240 GREENWICH STREET, NEW YORK, NY 10286 FORM 990, PART VI, SECTION B, LINE 12C AS AN EMPLOYEE WELFARE BENEFIT PLAN, AS DEFINED IN SECTION 3 (1) OF ERISA, THIS ORGANIZATION IS SUBJECT TO AND IN COMPLIANCE WITH A STRICTER SET OF CONFLICT OF INTEREST RULES. ITS CONFLICT OF INTEREST POLICY IS STATED IN SECTION 9.5 OF THE ORGANIZATION'S TRUST AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THIS ORGANIZATION DOES MAKE ITS GOVERNING DOCUMENTS (INCLUDING ITS CONFLICT OF INTEREST POLICY) AVAILABLE TO ITS MEMBERS UPON REQUEST. THE FINANCIAL STATEMENTS ARE CONTAINED IN ITS FORM 5500, WHICH IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, FORM XII, LINE 2 THE ORGANIZATION'S NET ASSETS ARE INCLUDED AS A PART OF THE TOTAL NET ASSETS HELD BY THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. THE FINANCIAL STATEMENTS OF THE PLAN ARE AUDITED ON A CONSOLIDATED BASIS. LIFE INSURANCE VEBA OF SOUTHERN CALIFORNIA EDISON 2244 WALNUT GROVE AVENUE ROSEMEAD CA 917703714 943157106 PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) N/A N/A 0 VEBA OF THE REPRESENTED EMPLOYEES OF SOUTHERN CALIFORNIA EDISON 2244 WALNUT GROVE AVENUE ROSEMEAD CA 917703714 954372790 PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) N/A N/A 0 1999 VEBA OF THE NONREPRESENTED EMPLOYEES OF SOUTHERN CA EDISON 2244 WALNUT GROVE AVENUE ROSEMEAD CA 917703714 954742958 PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) N/A N/A 0 SOUTHERN CALIFORNIA EDISON CO VEBA TR 2244 WALNUT GROVE AVENUE ROSEMEAD CA 917703714 954372792 PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS CA 501(C)(9) N/A N/A 0 SOUTHERN CALIFORNIA EDISON COMPANY 2244 WALNUT GROVE AVENUE ROSEMEAD CA 917703714 951240335 GENERATOR AND DISTRIBUTOR OF ELECTRIC POWER CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SOUTHERN CALIFORNIA EDISON COMPANY S 10900000 CASH