Civic Intelligence

Ovec-Ikec Retiree Medical Tr

EIN 20-2499420 • 501(c)9 • Piketon, OH

Profile

The purpose of the trust is to receive and hold payments for the provision of medical benefits under the plan(s) established for current and future retirees of ohio valley electric corp and indiana-kentucky electric corp (other than those covered by certain collective bargaining agreements) and their dependents.

3932 US Route 23Piketon, OH 45661

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-83%

Higher net margin than 4% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$7,383

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

22nd percentile

-5.3%

Faster asset growth than 22% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$24,228,159

Down $1,342,561 (-5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$24,228,159

Down $1,342,561 (-5.3%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin4th percentile

Revenue

Up

$1,619,234

Up $223,643 (+16%) from 2023

Expenses

Down

$2,961,795

Down $1,088,601 (-27%) from 2023

Net Income

Up

-$1,342,561

Up $1,312,244 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $8,351,973Liabilities 2011: $0Net Assets 2011: $8,351,9732011Assets 2012: $22,910,428Liabilities 2012: $0Net Assets 2012: $22,910,4282012Assets 2013: $25,930,460Liabilities 2013: $0Net Assets 2013: $25,930,4602013Assets 2014: $27,042,640Liabilities 2014: $0Net Assets 2014: $27,042,6402014Assets 2015: $28,214,933Liabilities 2015: $0Net Assets 2015: $28,214,9332015Assets 2016: $29,490,501Liabilities 2016: $0Net Assets 2016: $29,490,5012016Assets 2017: $30,436,393Liabilities 2017: $0Net Assets 2017: $30,436,3932017Assets 2018: $31,965,665Liabilities 2018: $0Net Assets 2018: $31,965,6652018Assets 2019: $31,291,928Liabilities 2019: $1,530Net Assets 2019: $31,290,3982019Assets 2020: $29,342,210Liabilities 2020: $0Net Assets 2020: $29,342,2102020Assets 2021: $28,521,233Liabilities 2021: $0Net Assets 2021: $28,521,2332021Assets 2022: $28,225,525Liabilities 2022: $0Net Assets 2022: $28,225,5252022Assets 2023: $25,570,720Liabilities 2023: $0Net Assets 2023: $25,570,7202023Assets 2024: $24,228,159Liabilities 2024: $0Net Assets 2024: $24,228,1592024

Highlighted filing

2024

Assets$24,228,159
Liabilities$0
Net Assets$24,228,159
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $3,785,885Expenses 2011: $17,845Net Income 2011: $3,768,0402011Revenue 2012: $2,057,926Expenses 2012: $801,224Net Income 2012: $1,256,7022012Revenue 2013: $2,990,722Expenses 2013: -$29,310Net Income 2013: $3,020,0322013Revenue 2014: $1,272,625Expenses 2014: $160,445Net Income 2014: $1,112,1802014Revenue 2015: $1,236,677Expenses 2015: $67,719Net Income 2015: $1,168,9582015Revenue 2016: $1,441,508Expenses 2016: $165,940Net Income 2016: $1,275,5682016Revenue 2017: $1,129,934Expenses 2017: $184,042Net Income 2017: $945,8922017Revenue 2018: $1,647,802Expenses 2018: $118,530Net Income 2018: $1,529,2722018Revenue 2019: $1,645,701Expenses 2019: $2,320,968Net Income 2019: -$675,2672019Revenue 2020: $1,062,461Expenses 2020: $3,010,649Net Income 2020: -$1,948,1882020Revenue 2021: $2,232,333Expenses 2021: $3,053,310Net Income 2021: -$820,9772021Revenue 2022: $1,641,055Expenses 2022: $1,936,763Net Income 2022: -$295,7082022Revenue 2023: $1,395,591Expenses 2023: $4,050,396Net Income 2023: -$2,654,8052023Revenue 2024: $1,619,234Expenses 2024: $2,961,795Net Income 2024: -$1,342,5612024

Highlighted filing

2024

Revenue$1,619,234
Expenses$2,961,795
Net Income-$1,342,561
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,228,159
Liabilities
$0
Net assets
$24,228,159
Revenue
$1,619,234
Expenses
$2,961,795
Net income
-$1,342,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$1.62$2.96$1.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$1.40$4.05$2.65
2022Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$1.64$1.94$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.00$28.5$2.23$3.05$0.82
2020Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.06$3.01$1.95
2019Summary only. Only limited summary data is available for this year.$31.3$0.00$31.3$1.65$2.32$0.68
2018Summary only. Only limited summary data is available for this year.$32.0$0.00$32.0$1.65$0.12$1.53
2017Summary only. Only limited summary data is available for this year.$30.4$0.00$30.4$1.13$0.18$0.95
2016Summary only. Only limited summary data is available for this year.$29.5$0.00$29.5$1.44$0.17$1.28
2015Summary only. Only limited summary data is available for this year.$28.2$0.00$28.2$1.24$0.07$1.17
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$27.0$1.27$0.16$1.11
2013Summary only. Only limited summary data is available for this year.$25.9$0.00$25.9$2.99$0.03$3.02
2012Summary only. Only limited summary data is available for this year.$22.9$0.00$22.9$2.06$0.80$1.26
2011Summary only. Only limited summary data is available for this year.$8.35$0.00$8.35$3.79$0.02$3.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$6,387,489
Mission and Program Overview

Mission

The purpose of the trust is to receive and hold payments for the provision of medical benefits under the plans established for current and future retirees of Ohio Valley Electric Corp and Indiana-Kentucky Electric Corp other than those covered by certain collective bargaining agreements and their dependents.

Receive and hold payments for the provision of medical benefits for retirees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$25,570,720$24,228,159▼ $1,342,561
Investments in Publicly Traded Securities$25,499,956$24,127,579▼ $1,372,377
Savings and Temporary Cash Investments$70,764$100,580▲ $29,816
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$25,570,720$24,228,159▼ $1,342,561
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,570,720$24,228,159▼ $1,342,561
Total Liabilities and Net Assets / Fund Balance$25,570,720$24,228,159▼ $1,342,561
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$7,383$7,383

Board Members and Trustees

NameTitle
David C RehkopfDirector
Justin J CooperDirector
Kassandra K MartinDirector
Phillip S McallisterDirector
Tina L CollinsDirector
William a HartDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,619,234
Other Revenue
$0
Change in Net Assets
$-1,342,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$307,518
Salaries, Compensation, and Employee Benefits$7,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,646,894
Other Expenses---$252,710
Fees for Service Investment Mgmnt Fees---$54,808
Current Officers, Directors, Trustees, and Key Employees---$7,383
Total Functional Expenses$0$0$0$2,961,795
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
Annual disclosure for covered persons
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
Yes
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

“Staff employed by pnc bank (trustee) and ohio valley electric corporation (settlor) review the form 990 before it is filed by the trustee.”

Form 990, Part VI, Section B, Line 12C

“All directors are required to get prior approval before they perform work or services for or have financial interest in any outside entity that seeks to do business with any entity affiliated with ovec including the trust.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policy and financial statement available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ovec-ikec Retiree Medical Trust
EIN
20-2499420
Phone
7402897200
Address
3932 US ROUTE 23, PIKETON, OH 45661

Signing Officer

Name
Kassandra K Martin
Title
Director
Phone
7402897200
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pnc Bank
Formed
2004
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Sikich LLC
Address
1415 W DIEHL RD SUITE 400, NAPERVILLE, IL 60563-2349
Preparer
Jill M Boyle CPA
Phone
6305668400
Raw XML Appendix322 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RECEIVE AND HOLD PAYMENTS FOR THE PROVISION OF MEDICAL BENEFITS FOR RETIREES AND THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BenefitsToMembersGrp/TotalAmt02646894
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KASSANDRA K MARTIN
IRS990/BooksInCareOfDetail/PhoneNum07402897202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 468
IRS990/BooksInCareOfDetail/USAddress/CityNm0PIKETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045661
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07383
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02646894
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01619234
IRS990/CYOtherExpensesAmt0307518
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1342561
IRS990/CYSalariesCompEmpBnftPaidAmt07383
IRS990/CYTotalExpensesAmt02961795
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01619234
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST CONTINUES TO HOLD, INVEST, REINVEST ITS ASSETS TO ACCUMULATE AMOUNTS THAT WILL BE USED TO PROVIDE MEDICAL BENEFITS FOR CURRENT AND RETIRED EMPLOYEES (AND THEIR DEPENDENTS) OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP OTHER THAN THOSE COVERED BY CERTAIN COLLECTIVE BARGAINING AGREEMENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt054808
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JUSTIN J COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm1PHILLIP S MCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm2KASSANDRA K MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm3TINA L COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM A HART
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID C REHKOPF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt67383
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0505928
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05274183
IRS990/GrossReceiptsAmt06387489
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0774497
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01113306
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0338809
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025499956
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024127579
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04768255
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO RECEIVE AND HOLD PAYMENTS FOR THE PROVISION OF MEDICAL BENEFITS UNDER THE PLAN(S) ESTABLISHED FOR CURRENT AND FUTURE RETIREES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP (OTHER THAN THOSE COVERED BY CERTAIN COLLECTIVE BARGAINING AGREEMENTS) AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025570720
IRS990/NetAssetsOrFundBalancesEOYAmt024228159
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0505928
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0505928
IRS990/NetUnrelatedBusTxblIncmAmt01109228
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/TotalAmt0252710
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt04824
IRS990/PYTotalExpensesAmt04050396
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01395591
IRS990/ReconcilationRevenueExpnssAmt0-1342561
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070764
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100580
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAFF EMPLOYED BY PNC BANK (TRUSTEE) AND OHIO VALLEY ELECTRIC CORPORATION (SETTLOR) REVIEW THE FORM 990 BEFORE IT IS FILED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS ARE REQUIRED TO GET PRIOR APPROVAL BEFORE THEY PERFORM WORK OR SERVICES FOR OR HAVE FINANCIAL INTEREST IN ANY OUTSIDE ENTITY THAT SEEKS TO DO BUSINESS WITH ANY ENTITY AFFILIATED WITH OVEC INCLUDING THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OVEC-IKEC RETIREE LIFE INSURANCE TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0202499297
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1VEBA TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13932 US ROUTE 23
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PIKETON
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025570720
IRS990/TotalAssetsEOYAmt024228159
IRS990/TotalAssetsGrp/BOYAmt025570720
IRS990/TotalAssetsGrp/EOYAmt024228159
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalGrossUBIAmt0844737
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025570720
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024228159
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt07383
IRS990/TotalRevenueGrp/ExclusionAmt0774497
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01619234
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0844737
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025570720
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024228159
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IRS990/UnrelatedBusIncmOverLimitInd01
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IRS990/USAddress/ZIPCd045661
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KASSANDRA K MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07402897200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OVEC-IKEC RETIREE MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OVEC
ReturnHeader/Filer/EIN0202499420
ReturnHeader/Filer/PhoneNum07402897200
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ReturnHeader/Filer/USAddress/CityNm0PIKETON
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01415 W DIEHL RD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605632349
ReturnHeader/PreparerPersonGrp/PhoneNum06305668400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL M BOYLE CPA
ReturnHeader/ReturnTs02025-05-13T16:22:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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