Civic Intelligence

Dte Energy Company Master Veba Trust

EIN 20-0471790 • 501(c)9 • Detroit, MI

View Organization Page

Profile

The veba was established for the purpose of providing for the funding of payments of certain post-retirement life insurance, sickness, accident, and other similar benefits under certain welfare benefit plans maintained or contributed to by dte energy company.

One Energy Plaza No 852wcbDetroit, MI 48226-1221

n/A

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.44x

Higher debt load relative to revenue than 36% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

2nd percentile

-113%

Higher net margin than 2% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$444,335

Higher top officer pay than 23% of similar nonprofits.

$1B+ nonprofits • Source year 2022

Asset Growth

14th percentile

-1.9%

Faster asset growth than 14% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-48%

Faster revenue growth than 3% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$1,332,562,150

Down $26,340,583 (-1.9%) from 2023

Liabilities

Down

$17,100,715

Down $2,928,982 (-15%) from 2023

Net Assets

Down

$1,315,461,435

Down $23,411,601 (-1.7%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin2nd percentile

Revenue

Down

$39,179,418

Down $36,691,682 (-48%) from 2023

Expenses

Down

$83,304,330

Down $10,359,350 (-11%) from 2023

Net Income

Down

-$44,124,912

Down $26,332,332 (-148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $504,748,583Liabilities 2010: $19,367,741Net Assets 2010: $485,380,8422010Assets 2011: $946,153,631Liabilities 2011: $121,546,949Net Assets 2011: $824,606,6822011Assets 2012: $1,071,716,540Liabilities 2012: $117,687,894Net Assets 2012: $954,028,6462012Assets 2013: $1,438,073,008Liabilities 2013: $140,137,376Net Assets 2013: $1,297,935,6322013Assets 2014: $1,416,971,686Liabilities 2014: $132,179,850Net Assets 2014: $1,284,791,8362014Assets 2015: $1,534,936,865Liabilities 2015: $146,516,271Net Assets 2015: $1,388,420,5942015Assets 2016: $1,686,653,389Liabilities 2016: $168,542,164Net Assets 2016: $1,518,111,2252016Assets 2017: $1,756,278,370Liabilities 2017: $176,004,508Net Assets 2017: $1,580,273,8622017Assets 2018: $1,444,075,905Liabilities 2018: $145,206Net Assets 2018: $1,443,930,6992018Assets 2019: $1,544,827,555Liabilities 2019: $17,519,963Net Assets 2019: $1,527,307,5922019Assets 2020: $1,644,650,610Liabilities 2020: $20,457,103Net Assets 2020: $1,624,193,5072020Assets 2021: $1,684,046,247Liabilities 2021: $18,820,143Net Assets 2021: $1,665,226,1042021Assets 2022: $1,343,577,902Liabilities 2022: $29,877,573Net Assets 2022: $1,313,700,3292022Assets 2023: $1,358,902,733Liabilities 2023: $20,029,697Net Assets 2023: $1,338,873,0362023Assets 2024: $1,332,562,150Liabilities 2024: $17,100,715Net Assets 2024: $1,315,461,4352024

Highlighted filing

2024

Assets$1,332,562,150
Liabilities$17,100,715
Net Assets$1,315,461,435
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5B$1.0B$500M$0-$500MRevenue 2010: $21,090,152Expenses 2010: $1,958,242Net Income 2010: $19,131,9102010Revenue 2011: -$5,958,245Expenses 2011: $2,453,281Net Income 2011: -$8,411,5262011Revenue 2012: $67,689,570Expenses 2012: $2,386,479Net Income 2012: $65,303,0912012Revenue 2013: $72,965,519Expenses 2013: $5,416,382Net Income 2013: $67,549,1372013Revenue 2014: $55,666,905Expenses 2014: $85,997,210Net Income 2014: -$30,330,3052014Revenue 2015: $224,962,355Expenses 2015: $91,517,697Net Income 2015: $133,444,6582015Revenue 2016: $55,007,456Expenses 2016: $11,398,372Net Income 2016: $43,609,0842016Revenue 2017: $90,200,647Expenses 2017: $160,706,300Net Income 2017: -$70,505,6532017Revenue 2018: $337,305,201Expenses 2018: $357,132,532Net Income 2018: -$19,827,3312018Revenue 2019: $1,376,835,963Expenses 2019: $1,313,110,244Net Income 2019: $63,725,7192019Revenue 2020: $1,193,631,156Expenses 2020: $1,105,412,890Net Income 2020: $88,218,2662020Revenue 2021: $124,695,539Expenses 2021: $94,582,961Net Income 2021: $30,112,5782021Revenue 2022: -$131,124,165Expenses 2022: $92,314,006Net Income 2022: -$223,438,1712022Revenue 2023: $75,871,100Expenses 2023: $93,663,680Net Income 2023: -$17,792,5802023Revenue 2024: $39,179,418Expenses 2024: $83,304,330Net Income 2024: -$44,124,9122024

Highlighted filing

2024

Revenue$39,179,418
Expenses$83,304,330
Net Income-$44,124,912
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
$1,332,562,150
Liabilities
$17,100,715
Net assets
$1,315,461,435
Revenue
$39,179,418
Expenses
$83,304,330
Net income
-$44,124,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,333$17.1$1,315$39.2$83.3$44.1
2023Summary only. Only limited summary data is available for this year.$1,359$20.0$1,339$75.9$93.7$17.8
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,344$29.9$1,314$131$92.3$223
2021Summary only. Only limited summary data is available for this year.$1,684$18.8$1,665$125$94.6$30.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,645$20.5$1,624$1,194$1,105$88.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,545$17.5$1,527$1,377$1,313$63.7
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,444$0.15$1,444$337$357$19.8
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,756$176$1,580$90.2$161$70.5
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,687$169$1,518$55.0$11.4$43.6
2015Summary only. Only limited summary data is available for this year.$1,535$147$1,388$225$91.5$133
2014Summary only. Only limited summary data is available for this year.$1,417$132$1,285$55.7$86.0$30.3
2013Summary only. Only limited summary data is available for this year.$1,438$140$1,298$73.0$5.42$67.5
2012Summary only. Only limited summary data is available for this year.$1,072$118$954$67.7$2.39$65.3
2011Summary only. Only limited summary data is available for this year.$946$122$825$5.96$2.45$8.41
2010Summary only. Only limited summary data is available for this year.$505$19.4$485$21.1$1.96$19.1
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$3,360,480,673
Mission and Program Overview

Mission

The veba was established for the purpose of providing for the funding of payments of certain post-retirement life insurance, sickness, accident, and other similar benefits under certain welfare benefit plans maintained or contributed to by dte energy company.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,665,226,104$1,313,700,329▼ $351,525,775
Investments in Publicly Traded Securities$932,817,588$797,630,688▼ $135,186,900
Investments Other Securities$662,597,854$441,324,954▼ $221,272,900
Savings and Temporary Cash Investments$70,879,723$80,893,953▲ $10,014,230
Accounts Receivable$17,751,082$23,728,307▲ $5,977,225
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,684,046,247$1,343,577,902▼ $340,468,345
Liabilities
Accounts Payable and Accrued Expenses$18,820,143$29,877,573▲ $11,057,430
Total Liabilities$18,820,143$29,877,573▲ $11,057,430
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,665,226,104$1,313,700,329▼ $351,525,775
Total Liabilities and Net Assets / Fund Balance$1,684,046,247$1,343,577,902▼ $340,468,345

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$20,729,798--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
-Trustee$444,335$444,335

Highest Paid Contractors

ContractorServicesLocationCompensation
Prudential Insurance CoInvestment ManagementPRUDENTIAL PLAZA, Newark, NJ 07102$3,697,445
Goldman Sachs & Co LLCInvestment Management200 WEST STREET, New York, NY 10282$419,899
PimcoInvestment Management650 NEWPORT CENTER DR, Newport Beach, CA 92660$419,648
Nisa Investment Advisors LLCInvestment Management101 S HANLEY RD 1700, Clayton, MO 63105$335,084
Neuberger Berman Investment AdvisorInvestment Management1290 AVENUE OF THE AMERICAS, New York, NY 10104$263,816
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,964,300
Investment Income
$-142,088,465
Other Revenue
$0
Change in Net Assets
$-223,438,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,169,360
Salaries, Compensation, and Employee Benefits$444,335
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$85,700,311
Fees for Service Investment Mgmnt Fees---$6,017,573
Current Officers, Directors, Trustees, and Key Employees---$444,335
Fees for Services Other---$151,787
Total Functional Expenses$0$0$0$92,314,006
International Activity

International Summary

Offices
0
Employees
0
Spending
$252,739,963

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 Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments (at End-of-year Market Value)---$193,490,411
North America - Canada and Mexico, But Not the United StatesInvestments (at End-of-year Market Value)---$23,370,607
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestments (at End-of-year Market Value)---$21,631,015
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Investments (at End-of-year Market Value)---$6,992,071
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Investments (at End-of-year Market Value)---$4,612,339
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Investments (at End-of-year Market Value)---$1,449,720
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Investments (at End-of-year Market Value)---$1,036,390
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Investments (at End-of-year Market Value)---$116,173
Russia and Neighboring States - Armenia, Azerbijan, Belarus,Investments (at End-of-year Market Value)---$41,237
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 B, Line 11B

“Form 990 is prepared by a third party, using data provided by the management of dte energy company ("dte"), the sponsor of the benefit plans funded by the trust. A draft copy of the return is read by a member of dte's human resources department prior to signing and filing the return.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust is not required to make its governing documents, conflict of interest policy, or financial statements available to the general public. This information is publicly available to the extent required by erisa.”

Filing and Contact Details

Filer

Filer Name
Dte Energy Company Master Veba Trust
EIN
20-0471790
Phone
3132351662
Address
ONE ENERGY PLAZA NO 852WCB, DETROIT, MI 48226-1221

Signing Officer

Name
Greg Duren
Title
Chief Investment Officer
Phone
3132351662
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Duren
Formed
1993
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer
David Lowenthal
Phone
2483757100
Raw XML AppendixShowing 400 of 424 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018820143
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029877573
IRS990/AccountsReceivableGrp/BOYAmt017751082
IRS990/AccountsReceivableGrp/EOYAmt023728307
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE VEBA WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING FOR THE FUNDING OF PAYMENTS OF CERTAIN POST-RETIREMENT LIFE INSURANCE, SICKNESS, ACCIDENT, AND OTHER SIMILAR BENEFITS UNDER CERTAIN WELFARE BENEFIT PLANS MAINTAINED OR CONTRIBUTED TO BY DTE ENERGY COMPANY.
IRS990/BenefitsToMembersGrp/TotalAmt085700311
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREG DUREN
IRS990/BooksInCareOfDetail/PhoneNum03132351662
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE ENERGY PLAZA NO 852WCB
IRS990/BooksInCareOfDetail/USAddress/CityNm0DETROIT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0482261221
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01665226104
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01313700329
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0444335
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt03697445
IRS990/ContractorCompensationGrp/CompensationAmt1419899
IRS990/ContractorCompensationGrp/CompensationAmt2419648
IRS990/ContractorCompensationGrp/CompensationAmt3335084
IRS990/ContractorCompensationGrp/CompensationAmt4263816
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PRUDENTIAL PLAZA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1200 WEST STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2650 NEWPORT CENTER DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3101 S HANLEY RD 1700
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41290 AVENUE OF THE AMERICAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEWARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEWPORT BEACH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CLAYTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd007102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110282
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd292660
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd363105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410104
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PRUDENTIAL INSURANCE CO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1GOLDMAN SACHS & CO LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2PIMCO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3NISA INVESTMENT ADVISORS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4NEUBERGER BERMAN INVESTMENT ADVISOR
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc2INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc3INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc4INVESTMENT MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt085700311
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-142088465
IRS990/CYOtherExpensesAmt06169360
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt010964300
IRS990/CYRevenuesLessExpensesAmt0-223438171
IRS990/CYSalariesCompEmpBnftPaidAmt0444335
IRS990/CYTotalExpensesAmt092314006
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-131124165
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0POST-RETIREMENT LIFE INSURANCE, SICKNESS, ACCIDENT, AND OTHER SIMILAR BENEFITS TO ELIGIBLE EMPLOYEES AND BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0151787
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06017573
IRS990/ForeignActivitiesInd01
IRS990/ForeignCountryCd0AS
IRS990/ForeignCountryCd1AU
IRS990/ForeignCountryCd2BR
IRS990/ForeignCountryCd3CA
IRS990/ForeignCountryCd4CO
IRS990/ForeignCountryCd5EG
IRS990/ForeignCountryCd6FR
IRS990/ForeignCountryCd7GM
IRS990/ForeignCountryCd8HK
IRS990/ForeignCountryCd9ID
IRS990/ForeignCountryCd10IS
IRS990/ForeignCountryCd11IT
IRS990/ForeignCountryCd12JA
IRS990/ForeignCountryCd13KS
IRS990/ForeignCountryCd14MX
IRS990/ForeignCountryCd15NL
IRS990/ForeignCountryCd16NO
IRS990/ForeignCountryCd17SN
IRS990/ForeignCountryCd18SF
IRS990/ForeignCountryCd19SP
IRS990/ForeignCountryCd20SW
IRS990/ForeignCountryCd21SZ
IRS990/ForeignCountryCd22TW
IRS990/ForeignCountryCd23TU
IRS990/ForeignCountryCd24UK
IRS990/ForeignCountryCd25BD
IRS990/ForeignCountryCd26CI
IRS990/ForeignCountryCd27CH
IRS990/ForeignCountryCd28BB
IRS990/ForeignCountryCd29EC
IRS990/ForeignCountryCd30IC
IRS990/ForeignCountryCd31IN
IRS990/ForeignCountryCd32EI
IRS990/ForeignCountryCd33LU
IRS990/ForeignCountryCd34NZ
IRS990/ForeignCountryCd35PE
IRS990/ForeignCountryCd36RS
IRS990/ForeignCountryCd37CJ
IRS990/ForeignCountryCd38DA
IRS990/ForeignCountryCd39RO
IRS990/ForeignCountryCd40AE
IRS990/ForeignCountryCd41UY
IRS990/ForeignCountryCd42IV
IRS990/ForeignCountryCd43NI
IRS990/ForeignCountryCd44PM
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0STATE STREET BANK AND TRUST CO
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0444335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-24681921
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03466922917
IRS990/GrossReceiptsAmt03360480673
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0-125237255
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-117406544
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt07830711
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0662597854
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0441324954
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0932817588
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0797630688
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03491604838
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE VEBA WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING FOR THE FUNDING OF PAYMENTS OF CERTAIN POST-RETIREMENT LIFE INSURANCE, SICKNESS, ACCIDENT, AND OTHER SIMILAR BENEFITS UNDER CERTAIN WELFARE BENEFIT PLANS MAINTAINED OR CONTRIBUTED TO BY DTE ENERGY COMPANY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01665226104
IRS990/NetAssetsOrFundBalancesEOYAmt01313700329
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-24681921
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24681921
IRS990/NetUnrelatedBusTxblIncmAmt06175495
IRS990/NetUnrlzdGainsLossesInvstAmt0-128087604
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREG DUREN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER/EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010964300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010964300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt089350823
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0112008946
IRS990/PYOtherExpensesAmt04897219
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012686593
IRS990/PYRevenuesLessExpensesAmt030112578
IRS990/PYSalariesCompEmpBnftPaidAmt0334919
IRS990/PYTotalExpensesAmt094582961
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0124695539
IRS990/ReconcilationRevenueExpnssAmt0-223438171
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070879723
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080893953
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0369612988
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12420488
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt248561680
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt320729798
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DEBENTURES/INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMMON/COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3POOLED SEPARATE ACCOUNTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0441324954
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0193490411
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt16992071
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt221631015
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt31036390
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt423370607
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt541237
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt61449720
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt7116173
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt84612339
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt6SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt7SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt8SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt6INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt7INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt8INVESTMENTS (AT END-OF-YEAR MARKET VALUE)
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt04612339
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0248127624
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0252739963
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY A THIRD PARTY, USING DATA PROVIDED BY THE MANAGEMENT OF DTE ENERGY COMPANY ("DTE"), THE SPONSOR OF THE BENEFIT PLANS FUNDED BY THE TRUST. A DRAFT COPY OF THE RETURN IS READ BY A MEMBER OF DTE'S HUMAN RESOURCES DEPARTMENT PRIOR TO SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THIS INFORMATION IS PUBLICLY AVAILABLE TO THE EXTENT REQUIRED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0383217752
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY PROVIDER FOR ELECTRICITY AND NATURAL GAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DTE ENERGY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0ONE ENERGY PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DETROIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0482261221
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0256264027
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE ENERGY PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048226
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01684046247
IRS990/TotalAssetsEOYAmt01343577902
IRS990/TotalAssetsGrp/BOYAmt01684046247
IRS990/TotalAssetsGrp/EOYAmt01343577902
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt092314006
IRS990/TotalGrossUBIAmt07830711
IRS990/TotalLiabilitiesBOYAmt018820143
IRS990/TotalLiabilitiesEOYAmt029877573
IRS990/TotalLiabilitiesGrp/BOYAmt018820143
IRS990/TotalLiabilitiesGrp/EOYAmt029877573
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01665226104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01313700329
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt010964300
IRS990/TotalReportableCompFromOrgAmt0444335
IRS990/TotalRevenueGrp/ExclusionAmt0-149919176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010964300
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-131124165
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07830711
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01684046247
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01343577902
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE ENERGY PLAZA NO 852WCB
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0482261221
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG DUREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF INVESTMENT OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03132351662
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DTE ENERGY COMPANY MASTER VEBA TRUST

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