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Nonprofit · EIN 34-1814803

FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP

Tax-exempt · AKRON, OH 44308

Financials

$1.6M$1.6M2023$1.4M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,439,789$1,440,575-$786$399,866$0$399,866
December 31, 2023990$1,607,551$1,593,212$14,339$400,692$0$400,692
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,418,459
Investment income
$21,197
Net gain from sales of assets
-$119
Other revenue
$133

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,437,417
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$400,692
Total assets, end of year
$399,866
Total liabilities, end of year
$0
Net assets, end of year
$399,866
Publicly traded securities
$373,867
Gross receipts
$1,439,789
Employees
0
Volunteers
0
Year formed
1995
State of legal domicile
OH

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
HUMAN RES DEPT FIRSTENERGY CORPTRUSTEE
Trustee or director
1$0
INVESTMENT COMMITTEETRUSTEE
Trustee or director
1$0
STATE STREET BANK TRUST COTRUSTEE
Institutional trustee
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HUMAN RES DEPT FIRSTENERGY CORPTRUSTEE
Trustee or director
1$0
INVESTMENT COMMITTEETRUSTEE
Trustee or director
1$0
STATE STREET BANK TRUST COTRUSTEE
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
76 S MAIN STREET, AKRON, OH 44308-1812
In care of
% HUMAN RESOURCES DEPT
Principal officer (990 for 2024)
STATE STREET, 2323 Grand Boulevard, KANSAS CITY, MO 64108
Signed the 990
JESSICA BAKER, VICE PRESIDENT
Phone
(617) 664-0059
Return prepared by
PwC US Tax LLP

Mission

TRUST TO PROVIDE FUNDING FOR A PORTION OF THE PRESENT AND FUTURE POST RETIREMENT HEALTH AND OTHER BENEFITS ALLOWED UNDER APPLICABLE LAW FOR ELIGIBLE EMPLOYEES, SPOUSES, DEPENDENTS AND BENEFICIARIES UNDER THE FIRSTENERGY CORP. HEALTH CARE PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • N/A

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
34-1814803
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)
$399,866
Income (IRS master file)
$1,439,789

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,439,789$1,440,575$399,866XML
990December 2023$1,607,551$1,593,212$400,692XML
990December 2022$2,222,166$1,944,812$386,348IRS
990December 2021–––IRS
990December 2020–––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 34-1814803).

Questions about FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP

What is the EIN of FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP?
The employer identification number (EIN) of FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP is 34-1814803.
Is FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP 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 FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP 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 FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP 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 FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP?
The 990 for the year ended December 31, 2024 names STATE STREET.
Who are the officers and directors of FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does FIRST ENERGY CORP RETIREMENT HEALTH BENEFITS TRUST FOR REPRESENTED EMP have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,439,789, expenses of $1,440,575 and total assets of $399,866 at year end.

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