Civic Intelligence

Entergy Corp Companies' Bargaining

EIN 13-3817903 • 501(c)9 • Pittsburgh, PA

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Profile

The veba trust was established to fund post retirement life insurance and health benefits for retirees of certain entergy subsidiaries.

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

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

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

60th percentile

$102,104

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

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

Asset Growth

94th percentile

24%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

99th percentile

806%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$442,161,757

Up $85,153,103 (+24%) from 2023

Liabilities

Up

$377,057

Up $19,462 (+5.4%) from 2023

Net Assets

Up

$441,784,700

Up $85,133,641 (+24%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin97th percentile

Revenue

Up

$95,307,959

Up $84,792,652 (+806%) from 2023

Expenses

Down

$10,174,318

Down $766,913 (-7.0%) from 2023

Net Income

Up

$85,133,641

Up $85,559,565 (+20088%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$600M$400M$200M$0Assets 2010: $236,791,128Liabilities 2010: $1,494,552Net Assets 2010: $235,296,5762010Assets 2011: $254,558,607Liabilities 2011: $1,983,631Net Assets 2011: $252,574,9762011Assets 2012: $277,578,847Liabilities 2012: $1,035,401Net Assets 2012: $276,543,4462012Assets 2013: $281,352,799Liabilities 2013: $552,877Net Assets 2013: $280,799,9222013Assets 2014: $278,517,984Liabilities 2014: $703,340Net Assets 2014: $277,814,6442014Assets 2015: $276,362,212Liabilities 2015: $676,292Net Assets 2015: $275,685,9202015Assets 2016: $277,570,043Liabilities 2016: $1,231,794Net Assets 2016: $276,338,2492016Assets 2017: $326,762,384Liabilities 2017: $2,852,443Net Assets 2017: $323,909,9412017Assets 2018: $329,054,252Liabilities 2018: $2,274,737Net Assets 2018: $326,779,5152018Assets 2019: $334,634,424Liabilities 2019: $1,109,836Net Assets 2019: $333,524,5882019Assets 2020: $362,983,060Liabilities 2020: $24,670,789Net Assets 2020: $338,312,2712020Assets 2021: $384,805,513Liabilities 2021: $25,804,902Net Assets 2021: $359,000,6112021Assets 2022: $359,603,952Liabilities 2022: $2,526,969Net Assets 2022: $357,076,9832022Assets 2023: $357,008,654Liabilities 2023: $357,595Net Assets 2023: $356,651,0592023Assets 2024: $442,161,757Liabilities 2024: $377,057Net Assets 2024: $441,784,7002024

Highlighted filing

2024

Assets$442,161,757
Liabilities$377,057
Net Assets$441,784,700
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$100M$50M$0-$50MRevenue 2010: $24,343,269Expenses 2010: $10,043,259Net Income 2010: $14,300,0102010Expenses 2011: $10,342,4112011Expenses 2012: $8,556,5132012Revenue 2013: $14,371,921Expenses 2013: $10,115,445Net Income 2013: $4,256,4762013Revenue 2014: $9,475,023Expenses 2014: $12,460,301Net Income 2014: -$2,985,2782014Revenue 2015: $8,700,555Expenses 2015: $10,829,279Net Income 2015: -$2,128,7242015Revenue 2016: $12,291,182Expenses 2016: $11,638,853Net Income 2016: $652,3292016Revenue 2017: $55,973,757Expenses 2017: $8,402,065Net Income 2017: $47,571,6922017Revenue 2018: $11,610,789Expenses 2018: $8,741,215Net Income 2018: $2,869,5742018Revenue 2019: $17,238,041Expenses 2019: $10,498,988Net Income 2019: $6,739,0532019Revenue 2020: $16,358,004Expenses 2020: $11,570,321Net Income 2020: $4,787,6832020Revenue 2021: $30,830,883Expenses 2021: $10,142,543Net Income 2021: $20,688,3402021Revenue 2022: $9,709,799Expenses 2022: $11,633,427Net Income 2022: -$1,923,6282022Revenue 2023: $10,515,307Expenses 2023: $10,941,231Net Income 2023: -$425,9242023Revenue 2024: $95,307,959Expenses 2024: $10,174,318Net Income 2024: $85,133,6412024

Highlighted filing

2024

Revenue$95,307,959
Expenses$10,174,318
Net Income$85,133,641
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$442,161,757
Liabilities
$377,057
Net assets
$441,784,700
Revenue
$95,307,959
Expenses
$10,174,318
Net income
$85,133,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$442$0.38$442$95.3$10.2$85.1
2023Detailed filing. Detailed filing data is available for this year.$357$0.36$357$10.5$10.9$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$360$2.53$357$9.71$11.6$1.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$385$25.8$359$30.8$10.1$20.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$363$24.7$338$16.4$11.6$4.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$335$1.11$334$17.2$10.5$6.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$329$2.27$327$11.6$8.74$2.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$327$2.85$324$56.0$8.40$47.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$278$1.23$276$12.3$11.6$0.65
2015Detailed filing. Detailed filing data is available for this year.$276$0.68$276$8.70$10.8$2.13
2014Detailed filing. Detailed filing data is available for this year.$279$0.70$278$9.48$12.5$2.99
2013Detailed filing. Detailed filing data is available for this year.$281$0.55$281$14.4$10.1$4.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$278$1.04$277$8.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$255$1.98$253$10.3
2010Summary only. Only limited summary data is available for this year.$237$1.49$235$24.3$10.0$14.3
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$137,237,741
Mission and Program Overview

Mission

The veba trust was established to fund post retirement life insurance and health benefits for retirees of certain entergy subsidiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$357,076,983$356,651,059▼ $425,924
Investments in Publicly Traded Securities$279,581,751$281,100,651▲ $1,518,900
Investments Other Securities$75,687,534$72,752,106▼ $2,935,428
Accounts Receivable$2,416,741$2,384,964▼ $31,777
Savings and Temporary Cash Investments$1,917,926$770,933▼ $1,146,993
Total Assets$359,603,952$357,008,654▼ $2,595,298
Liabilities
Accounts Payable and Accrued Expenses$2,526,969$357,595▼ $2,169,374
Total Liabilities$2,526,969$357,595▼ $2,169,374
Net Assets / Fund Balance
Total Net Assets Fund Balance$357,076,983$356,651,059▼ $425,924
Total Liabilities and Net Assets / Fund Balance$359,603,952$357,008,654▼ $2,595,298

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$72,752,106--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$232,437$232,437
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,490,057
Other Revenue
$25,250
Change in Net Assets
$-425,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$416,602
Salaries, Compensation, and Employee Benefits$232,449
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$10,292,180--$10,292,180
Current Officers, Directors, Trustees, and Key Employees$232,449--$232,449
Fees for Service Investment Mgmnt Fees$223,844--$223,844
Fees for Services Other$137,360--$137,360
Fees for Services Accounting$48,333--$48,333
Fees for Services Legal$7,065--$7,065
Total Functional Expenses$10,941,231$0$0$10,941,231
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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, Questions 1A & 1B

“The bank of new york mellon serves as directed trustee of this trust. The plan sponsor is entergy corporation. The trust is administered by 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 the trust. Additionally, the trust 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 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 entergy corp. Companies' bargaining employees' welfare 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, but are calculated based upon factors such as the market value of the”

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

“Account and in accordance with the bank of new york mellon's agreement with entergy corporation.”

Form 990, Page 6, Part VI, 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.”

Filing and Contact Details

Filer

Filer Name
ENTERGY CORP COMPANIES' BARGAINING
EIN
13-3817903
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342242
Signed
2024-11-13

Organization Details

Principal Officer
Brent Heintzelman
Formed
1994
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Amended Filing

“Reason for amendment: the return was inadvertently e-filed prematurely and is being amended to correct this e-file submission error.”

Raw XML Appendix282 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02526969
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0357595
IRS990/AccountsReceivableGrp/BOYAmt02416741
IRS990/AccountsReceivableGrp/EOYAmt02384964
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE VEBA TRUST WAS ESTABLISHED TO FUND POST RETIREMENT LIFE INSURANCE AND HEALTH BENEFITS FOR RETIREES OF CERTAIN ENTERGY SUBSIDIARIES.
IRS990/AmendedReturnInd0X
IRS990/BenefitsToMembersGrp/ProgramServicesAmt010292180
IRS990/BenefitsToMembersGrp/TotalAmt010292180
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE 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
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0357076983
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0356651059
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0232449
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0232449
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt010292180
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010490057
IRS990/CYOtherExpensesAmt0416602
IRS990/CYOtherRevenueAmt025250
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-425924
IRS990/CYSalariesCompEmpBnftPaidAmt0232449
IRS990/CYTotalExpensesAmt010941231
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010515307
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVISION OF BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt048333
IRS990/FeesForServicesAccountingGrp/TotalAmt048333
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt07065
IRS990/FeesForServicesLegalGrp/TotalAmt07065
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0137360
IRS990/FeesForServicesOtherGrp/TotalAmt0137360
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0223844
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0223844
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0232437
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01595398
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0128317832
IRS990/GrossReceiptsAmt0137237741
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08894659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08894659
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt075687534
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt072752106
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0279581751
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0281100651
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0126722434
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE VEBA TRUST WAS ESTABLISHED TO FUND POST RETIREMENT LIFE INSURANCE AND HEALTH BENEFITS FOR RETIREES OF CERTAIN ENTERGY SUBSIDIARIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0357076983
IRS990/NetAssetsOrFundBalancesEOYAmt0356651059
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01595398
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01595398
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CONSENT FEE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt025250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025250
IRS990/OtherRevenueTotalAmt025250
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRENT HEINTZELMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011024623
IRS990/PYInvestmentIncomeAmt09679649
IRS990/PYOtherExpensesAmt0430751
IRS990/PYOtherRevenueAmt030150
IRS990/PYRevenuesLessExpensesAmt0-1923628
IRS990/PYSalariesCompEmpBnftPaidAmt0178053
IRS990/PYTotalExpensesAmt011633427
IRS990/PYTotalRevenueAmt09709799
IRS990/ReconcilationRevenueExpnssAmt0-425924
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01917926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0770933
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt072752106
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt072752106
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS ENTERGY CORPORATION. THE TRUST IS ADMINISTERED BY 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 THE TRUST. ADDITIONALLY, THE TRUST 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/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR ENTERGY CORP. COMPANIES' BARGAINING EMPLOYEES' WELFARE 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, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH ENTERGY CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REASON FOR AMENDMENT: THE RETURN WAS INADVERTENTLY E-FILED PREMATURELY AND IS BEING AMENDED TO CORRECT THIS E-FILE SUBMISSION ERROR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AS 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, QUESTIONS 1A & 1B
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 VII, SECTION A, LINE 1A, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6AMENDED FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0721229752
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
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IRS990/TotalFunctionalExpensesGrp/TotalAmt010941231
IRS990/TotalGrossUBIAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0359603952
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENTERGY CORP COMPANIES' BARGAINING
ReturnHeader/Filer/BusinessNameControlTxt0ENTE
ReturnHeader/Filer/EIN0133817903
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN WEBB
ReturnHeader/ReturnTs02024-11-13T15:01:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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