Nonprofit · EIN 46-6831338
AEPS UMWA RETIREE MEDICAL TR
Tax-exempt · PITTSBURGH, PA 15253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,444,932 | $36,995 | $2,407,937 | $57,100,529 | $0 | $57,100,529 |
| December 31, 2023 | 990 | $1,276,065 | $53,154 | $1,222,911 | $52,049,622 | $0 | $52,049,622 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,444,932
- Net gain from sales of assets
- $922,771
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,909
- Salaries, compensation and benefits (total)
- $4,909
- Professional fundraising fees
- $0
- Program services (functional)
- $36,995
Balance sheet and other
- Total assets, start of year
- $52,049,622
- Total assets, end of year
- $57,100,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $57,100,529
- Publicly traded securities
- $29,743,783
- Gross receipts
- $7,349,156
- Employees
- 0
- Year formed
- 2013
- State of legal domicile
- NY
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 | $4,909 |
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 | $25,166 |
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 M PALETTA, BNYM, TRUSTEE
- Phone
- (412) 234-2242
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROVIDE BENEFITS TO ELIGIBLE BENEFICIARIES
Program accomplishments
- THE TRUST PROVIDES FUNDING FOR MEDICAL BENEFITS FOR CERTAIN RETIRED EMPLOYEES (AND THEIR DEPENDENTS) OF AMERICAN ELECTRIC POWER COMPANY, INC. AND ITS AFFILIATES THROUGH THE PLANS MAKING UP AMERICAN ELECTRIC POWER UNITED MINE WORKERS OF AMERICA-REPRESENTED EMPLOYEE BENEFITS PLAN.
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
- 46-6831338
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $57,100,529
- Income (IRS master file)
- $7,349,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,444,932 | $36,995 | $57,100,529 | XML |
| 990 | December 2023 | $1,276,065 | $53,154 | $52,049,622 | XML |
| 990 | December 2022 | $5,815,723 | $39,027 | $45,697,575 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 46-6831338).
Questions about AEPS UMWA RETIREE MEDICAL TR
- What is the EIN of AEPS UMWA RETIREE MEDICAL TR?
- The employer identification number (EIN) of AEPS UMWA RETIREE MEDICAL TR is 46-6831338.
- Is AEPS UMWA RETIREE MEDICAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to AEPS UMWA RETIREE MEDICAL TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AEPS UMWA RETIREE MEDICAL 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 AEPS UMWA RETIREE MEDICAL TR 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 AEPS UMWA RETIREE MEDICAL TR 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 AEPS UMWA RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2024 names THE BANK OF NEW YORK MELLON.
- Who are the officers and directors of AEPS UMWA RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $4,909 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
- How much revenue does AEPS UMWA RETIREE MEDICAL TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,444,932, expenses of $36,995 and total assets of $57,100,529 at year end.
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