Civic Intelligence

Eversource Retirees Benefit Trust

EIN 04-3220614 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

Distribution of payments to carriers and similar organizations for provision of benefits to organizations and individuals providing welfare benefits to participants.

C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.93x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$840,850,558

Up $93,772,280 (+13%) from 2023

Liabilities

Up

$71,354,577

Up $49,603,915 (+228%) from 2023

Net Assets

Up

$769,495,981

Up $44,168,365 (+6.1%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin91st percentile

Revenue

Up

$76,653,187

Up $31,647,239 (+70%) from 2023

Expenses

Down

$27,953,818

Down $185,076 (-0.7%) from 2023

Net Income

Up

$48,699,369

Up $31,832,315 (+189%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0B$500M$0Assets 2010: $230,494,484Liabilities 2010: $0Net Assets 2010: $230,494,4842010Assets 2011: $239,631,855Liabilities 2011: $138,502Net Assets 2011: $239,493,3532011Assets 2012: $247,244,696Liabilities 2012: $285,706Net Assets 2012: $246,958,9902012Assets 2013: $548,445,893Liabilities 2013: $9,496Net Assets 2013: $548,436,3972013Assets 2014: $571,773,960Liabilities 2014: $18,556Net Assets 2014: $571,755,4042014Assets 2015: $537,060,372Liabilities 2015: $801,365Net Assets 2015: $536,259,0072015Assets 2016: $546,154,668Liabilities 2016: $1,570,473Net Assets 2016: $544,584,1952016Assets 2017: $603,366,164Liabilities 2017: $1,138,657Net Assets 2017: $602,227,5072017Assets 2018: $556,126,233Liabilities 2018: $1,750,278Net Assets 2018: $554,375,9552018Assets 2019: $630,103,001Liabilities 2019: $8,979,539Net Assets 2019: $621,123,4622019Assets 2020: $690,597,386Liabilities 2020: $6,863,313Net Assets 2020: $683,734,0732020Assets 2021: $787,144,932Liabilities 2021: $8,099,543Net Assets 2021: $779,045,3892021Assets 2022: $688,810,506Liabilities 2022: $23,564,031Net Assets 2022: $665,246,4752022Assets 2023: $747,078,278Liabilities 2023: $21,750,662Net Assets 2023: $725,327,6162023Assets 2024: $840,850,558Liabilities 2024: $71,354,577Net Assets 2024: $769,495,9812024

Highlighted filing

2024

Assets$840,850,558
Liabilities$71,354,577
Net Assets$769,495,981
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $30,528,4332010Expenses 2011: $31,636,8492011Expenses 2012: $31,506,5122012Revenue 2013: $65,272,339Expenses 2013: $42,780,542Net Income 2013: $22,491,7972013Revenue 2014: $49,246,603Expenses 2014: $41,766,810Net Income 2014: $7,479,7932014Revenue 2015: $48,656,878Expenses 2015: $43,916,719Net Income 2015: $4,740,1592015Revenue 2016: $31,036,137Expenses 2016: $41,637,975Net Income 2016: -$10,601,8382016Revenue 2017: $32,871,959Expenses 2017: $25,675,041Net Income 2017: $7,196,9182017Revenue 2018: $18,049,741Expenses 2018: $24,054,663Net Income 2018: -$6,004,9222018Revenue 2019: $66,507,876Expenses 2019: $24,755,999Net Income 2019: $41,751,8772019Revenue 2020: $38,179,364Expenses 2020: $25,567,952Net Income 2020: $12,611,4122020Revenue 2021: $141,470,416Expenses 2021: $27,070,277Net Income 2021: $114,400,1392021Revenue 2022: $21,027,814Expenses 2022: $28,084,737Net Income 2022: -$7,056,9232022Revenue 2023: $45,005,948Expenses 2023: $28,138,894Net Income 2023: $16,867,0542023Revenue 2024: $76,653,187Expenses 2024: $27,953,818Net Income 2024: $48,699,3692024

Highlighted filing

2024

Revenue$76,653,187
Expenses$27,953,818
Net Income$48,699,369
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$840,850,558
Liabilities
$71,354,577
Net assets
$769,495,981
Revenue
$76,653,187
Expenses
$27,953,818
Net income
$48,699,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$841$71.4$769$76.7$28.0$48.7
2023Detailed filing. Detailed filing data is available for this year.$747$21.8$725$45.0$28.1$16.9
2022Detailed filing. Detailed filing data is available for this year.$689$23.6$665$21.0$28.1$7.06
2021Detailed filing. Detailed filing data is available for this year.$787$8.10$779$141$27.1$114
2020Detailed filing. Detailed filing data is available for this year.$691$6.86$684$38.2$25.6$12.6
2019Detailed filing. Detailed filing data is available for this year.$630$8.98$621$66.5$24.8$41.8
2018Detailed filing. Detailed filing data is available for this year.$556$1.75$554$18.0$24.1$6.00
2017Detailed filing. Detailed filing data is available for this year.$603$1.14$602$32.9$25.7$7.20
2016Detailed filing. Detailed filing data is available for this year.$546$1.57$545$31.0$41.6$10.6
2015Summary only. Only limited summary data is available for this year.$537$0.80$536$48.7$43.9$4.74
2014Summary only. Only limited summary data is available for this year.$572$0.02$572$49.2$41.8$7.48
2013Summary only. Only limited summary data is available for this year.$548$0.01$548$65.3$42.8$22.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$247$0.29$247$31.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$240$0.14$239$31.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$0.00$230$30.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$76,653,187
Mission and Program Overview

Mission

Distribution of payments to carriers and similar organizations for provision of benefits to organizations and individuals providing welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$725,327,616$769,495,981▲ $44,168,365
Investments Other Securities$506,549,788$519,503,776▲ $12,953,988
Investments in Publicly Traded Securities$110,444,664$135,739,834▲ $25,295,170
Savings and Temporary Cash Investments$82,137,573$126,987,248▲ $44,849,675
Cash and Non-Interest-Bearing Accounts$18,349,880$32,516,021▲ $14,166,141
Accounts Receivable$29,596,373$26,103,679▼ $3,492,694
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$747,078,278$840,850,558▲ $93,772,280
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$15,641,892$43,088,241▲ $27,446,349
Accounts Payable and Accrued Expenses$6,108,770$28,266,336▲ $22,157,566
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$21,750,662$71,354,577▲ $49,603,915
Net Assets / Fund Balance
Total Net Assets Fund Balance$725,327,616$769,495,981▲ $44,168,365
Total Liabilities and Net Assets / Fund Balance$747,078,278$840,850,558▲ $93,772,280

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$-2,932,523--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$279,424$279,424

Highest Paid Contractors

ContractorServicesLocationCompensation
Loomis SaylesInvestment MgmtPO Box 219594, Kansas City, MO 64121-9594$318,434
Earnest PartnersInvestment Mgmt1180 PEACHTREE ST NE STE 2300, Atlanta, GA 30309$314,237
Harvestpassaic TacticalInvestment Mgmt420 Lexington Ave Suite 2620, New York, NY 10170$313,798
AcadianInvestment Mgmt260 Franklin Street, Boston, MA 02110$187,834
American CenturyInvestment Mgmt430 W 7th St, Kansas City, MO 64105-1407$144,779
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$512,101
Investment Income
$66,906,600
Other Revenue
$9,234,486
Change in Net Assets
$48,699,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,504,908
Salaries, Compensation, and Employee Benefits$279,424
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,169,486
Fees for Service Investment Mgmnt Fees---$1,724,400
Current Officers, Directors, Trustees, and Key Employees---$279,424
All Other Expenses---$45,131
Other Expenses---$34,390
Fees for Services Accounting---$30,278
Fees for Services Other---$28,500
Fees for Services Management---$25,360
Fees for Services Legal---$16,520
Total Functional Expenses$0$0$0$27,953,818
International Activity

International Summary

Offices
0
Employees
0
Spending
$131,729,601

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$119,524,840
Europe (Including Iceland and Greenland)Investments-00$12,204,761
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Short Sales$42,138,401
Written Options$1,137,830
Foreign Currency Fluctuations$-187,990
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Lines 1A & B

“The bank of new york mellon serves as sole directed trustee of this trust. The plan sponsor is eversource energy services. The trust is administered by the investment committee of the plan sponsor in accordance with the terms of the trust agreement. As such the veba does not have a governing body that exercises discretion.”

Form 990, Part VI, Sections A & B, Lines 8, 12-15

“These questions are not applicable to this trust. Additionally, it does not have any employees, therefore, no processes related to employee compensation are in place.”

Form 990, Part VI, Section B, Line 11B

“A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Form 990, Part VII, Section A, Line 1A, Column (B)

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for eversource retirees benefit trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with eversource energy services.”

Filing and Contact Details

Filer

Filer Name
Eversource Retirees Benefit Trust
EIN
04-3220614
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly Paletta
Title
VP, Bnym, as Truste
Phone
4122342242
Signed
2025-11-13

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1993
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eileen M Webb
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML AppendixShowing 400 of 468 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt026103679
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DISTRIBUTION OF PAYMENTS TO CARRIERS AND SIMILAR ORGANIZATIONS FOR PROVISION OF BENEFITS TO ORGANIZATIONS AND INDIVIDUALS PROVIDING WELFARE BENEFITS TO PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PersonNm0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122342242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152535007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
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IRS990/CashNonInterestBearingGrp/BOYAmt018349880
IRS990/CashNonInterestBearingGrp/EOYAmt032516021
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0279424
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0318434
IRS990/ContractorCompensationGrp/CompensationAmt1314237
IRS990/ContractorCompensationGrp/CompensationAmt2313798
IRS990/ContractorCompensationGrp/CompensationAmt3187834
IRS990/ContractorCompensationGrp/CompensationAmt4144779
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 219594
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11180 PEACHTREE ST NE STE 2300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2420 Lexington Ave Suite 2620
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3260 Franklin Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4430 W 7th St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KANSAS CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ATLANTA
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm1EARNEST PARTNERS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2HARVESTPASSAIC TACTICAL
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3ACADIAN
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4AMERICAN CENTURY
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MGMT
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MGMT
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IRS990/ContractorCompensationGrp/ServicesDesc3INVESTMENT MGMT
IRS990/ContractorCompensationGrp/ServicesDesc4INVESTMENT MGMT
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt066906600
IRS990/CYOtherExpensesAmt02504908
IRS990/CYOtherRevenueAmt09234486
IRS990/CYProgramServiceRevenueAmt0512101
IRS990/CYRevenuesLessExpensesAmt048699369
IRS990/CYSalariesCompEmpBnftPaidAmt0279424
IRS990/CYTotalExpensesAmt027953818
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeferredRevenueGrp/BOYAmt00
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0BENEFITS PAID TO MEMBERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt030278
IRS990/FeesForServicesLegalGrp/TotalAmt016520
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt025360
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IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01724400
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
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IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
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IRS990/MissionDesc0DISTRIBUTION OF PAYMENTS TO CARRIERS AND SIMILAR ORGANIZATIONS FOR PROVISION OF BENEFITS TO ORGANIZATIONS AND INDIVIDUALS PROVIDING WELFARE BENEFITS TO PARTICIPANTS.
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IRS990/NetAssetsOrFundBalancesEOYAmt0769495981
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058384993
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IRS990/OtherExpensesGrp/Desc0UBTI TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1INTEREST EXPENSE
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/TotalAmt0497778
IRS990/OtherExpensesGrp/TotalAmt163017
IRS990/OtherExpensesGrp/TotalAmt239534
IRS990/OtherExpensesGrp/TotalAmt334390
IRS990/OtherLiabilitiesGrp/BOYAmt015641892
IRS990/OtherLiabilitiesGrp/EOYAmt043088241
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IRS990/OtherRevenueMiscGrp/Desc1AMORTIZATION
IRS990/OtherRevenueMiscGrp/Desc2TAX REFUNDS
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IRS990/OtherRevenueMiscGrp/ExclusionAmt13891663
IRS990/OtherRevenueMiscGrp/ExclusionAmt2108066
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13891663
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2108066
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01366013
IRS990/OtherRevenueTotalAmt09234486
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0512101
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038055387
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IRS990/PYOtherExpensesAmt02414238
IRS990/PYOtherRevenueAmt06437014
IRS990/PYProgramServiceRevenueAmt0513547
IRS990/PYRevenuesLessExpensesAmt016867054
IRS990/PYSalariesCompEmpBnftPaidAmt0215459
IRS990/PYTotalExpensesAmt028138894
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt045005948
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt048699369
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0725327616
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0769495981
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082137573
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126987248
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042138401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11137830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-187990
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHORT SALES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1WRITTEN OPTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2FOREIGN CURRENCY FLUCTUATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0222729030
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1204027730
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt280681313
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31932022
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt413066204
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5-2932523
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIVATE EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3NATURAL RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5FUTURE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0519503776
IRS990ScheduleD/TotalLiabilityAmt043088241
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0119524840
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt112204761
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Europe (Including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Investments
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IRS990ScheduleF/ForeignCorpOwnershipInd0true
IRS990ScheduleF/ForeignPartnershipInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS EVERSOURCE ENERGY SERVICES. THE TRUST IS ADMINISTERED BY THE INVESTMENT COMMITTEE OF THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE TO THIS TRUST. ADDITIONALLY, IT DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR EVERSOURCE RETIREES BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH EVERSOURCE ENERGY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EVERSOURCE ENERGY SERVICES
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0ONE CORPORATE CENTER FLOOR 11
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HARTFORD
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