Nonprofit · EIN 36-4054466
OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,117,483 | $8,229,262 | $1,888,221 | $33,486,374 | $0 | $33,486,374 |
| December 31, 2024 | 990 | $9,232,066 | $7,215,174 | $2,016,892 | $35,331,158 | $0 | $35,331,158 |
| December 31, 2023 | 990 | $10,833,338 | $7,733,501 | $3,099,837 | $15,965,599 | $0 | $15,965,599 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,114,106
- Investment income
- $1,987,953
- Net gain from sales of assets
- $1,412,111
- Other revenue
- $15,424
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,647,083
- Compensation of officers, directors and key employees
- $16,760
- Salaries, compensation and benefits (total)
- $16,760
- Professional fundraising fees
- $0
- Program services (functional)
- $8,229,262
Balance sheet and other
- Total assets, start of year
- $35,331,158
- Total assets, end of year
- $33,486,374
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,486,374
- Publicly traded securities
- $26,772,652
- Gross unrelated business income
- $1,987,953
- Gross receipts
- $10,117,483
- Employees
- 0
- Year formed
- 2016
- State of legal domicile
- OK
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $16,760 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $20,660 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Principal Bank | Institutional Trustee Institutional trustee | 0 | $4,025 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % PRINCIPAL BANK
- Principal officer (990 for 2025)
- PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
PROVIDE MEDICAL BENEFITS TO MEMBERS
Program accomplishments
- FUNDS ARE DISBURSED TO COVER AND PAY FOR MEMBERS' CLAIMS FOR MEDICAL BENEFITS DURING THE APPLICABLE CALENDAR YEAR.
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 | 990 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
- 36-4054466
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $33,486,374
- Income (IRS master file)
- $10,117,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,117,483 | $8,229,262 | $33,486,374 | IRS |
| 990 | December 2024 | $9,232,066 | $7,215,174 | $35,331,158 | XML |
| 990 | December 2023 | $10,833,338 | $7,733,501 | $15,965,599 | XML |
| 990 | December 2022 | $6,615,746 | $7,786,364 | $11,213,823 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 36-4054466).
Questions about OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR
- What is the EIN of OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR?
- The employer identification number (EIN) of OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR is 36-4054466.
- Is OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR 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 OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR?
- The 990 for the year ended December 31, 2025 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,760 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does OKLAHOMA GAS & ELECTRIC COMPANY MEDICAL BENEFIT TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,117,483, expenses of $8,229,262 and total assets of $33,486,374 at year end.
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