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EIN 75-2517498

American Electric Power System Retiree

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Pittsburgh
State
Pennsylvania
Year formed
1993
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
American Electric Power System Retiree holds, invests and reinvests assets to accumulate amounts which will provide funding for obligations of retiree medical and dental benefits offered through the American Electric Power System Comprehensive Medical Plan. The trust serves current and future retired employees (and their dependents) of American Electric Power company, inc. and its affiliates.
Also known as...
American Electric Power System Retiree Medical Trust for Certain Union Employees; AEP System Retiree Medical Trust for; Certain Union Employees
Total revenues
$11,008,965
2022
Total expenses
$31,064,695
2022
Total assets
$466,362,861
2022
Num. employees
0
2022

Program areas at American Electric Power System Retiree

The trust holds, invests and reinvests assets to accumulate amounts that will be used to provide medical and dental benefits for current and future retired employees (and their dependents) of American Electric Power company, inc. and its affiliates who are covered by certain collective bargaining agreements.

Personnel at American Electric Power System Retiree

NameTitle
Shelly M PalettaBnym , Trustee
Brent HeintzelmanVice President , Bnym , As Trustee

Financials for American Electric Power System Retiree

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$9,768,011
Investment income and dividends$14,222,952
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-10,696,416
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$-2,285,582
Total revenues$11,008,965

Form 990s for American Electric Power System Retiree

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-10990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-06-25990View PDF
2018-122020-02-06990View PDF
...and 10 more Form 990s
Data update history
January 18, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 15, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 30, 2023
Posted financials
Added Form 990 for fiscal year 2020
May 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
Operates internationallyNo full-time employees
General information
Address
C/O the Bnym PO Box 535007
Pittsburgh, PA 15253
Metro area
Pittsburgh, PA
County
Allegheny County, PA
Phone
(412) 236-7175
IRS details
EIN
75-2517498
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1993
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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