Civic Intelligence

Retiree Med Plan for Non-Represented Employees of the Phila Suburban DIV Of

EIN 23-2817835 • 501(c)9 • Bryn Mawr, PA

View Organization Page

Profile

Provide for payment of benefit premiums for managed care and prescription drug benefits for retirees.

762 W Lancaster AveBryn Mawr, PA 19010

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

5th percentile

-57%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

60th percentile

$14,189

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

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

Asset Growth

38th percentile

2.9%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

94th percentile

82%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$13,507,396

Up $375,914 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,507,396

Up $375,914 (+2.9%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin5th percentile

Revenue

Up

$733,016

Up $330,010 (+82%) from 2023

Expenses

Up

$1,149,437

Up $268,815 (+31%) from 2023

Net Income

Up

-$416,421

Up $61,195 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,571,948Liabilities 2010: $48,022Net Assets 2010: $7,523,9262010Assets 2011: $7,766,159Liabilities 2011: $106,076Net Assets 2011: $7,660,0832011Assets 2012: $8,409,232Liabilities 2012: $84,455Net Assets 2012: $8,324,7772012Assets 2013: $9,429,148Liabilities 2013: $148,293Net Assets 2013: $9,280,8552013Assets 2014: $9,550,622Liabilities 2014: $67,029Net Assets 2014: $9,483,5932014Assets 2015: $9,613,417Liabilities 2015: $75,776Net Assets 2015: $9,537,6412015Assets 2016: $10,005,515Liabilities 2016: $77,630Net Assets 2016: $9,927,8852016Assets 2017: $10,387,360Liabilities 2017: $53,283Net Assets 2017: $10,334,0772017Assets 2018: $10,225,346Liabilities 2018: $69,521Net Assets 2018: $10,155,8252018Assets 2019: $12,095,379Liabilities 2019: $203,802Net Assets 2019: $11,891,5772019Assets 2020: $13,420,424Liabilities 2020: $95,455Net Assets 2020: $13,324,9692020Assets 2021: $15,141,686Liabilities 2021: $270,535Net Assets 2021: $14,871,1512021Assets 2022: $12,075,744Liabilities 2022: $201,309Net Assets 2022: $11,874,4352022Assets 2023: $13,131,482Liabilities 2023: $0Net Assets 2023: $13,131,4822023Assets 2024: $13,507,396Liabilities 2024: $0Net Assets 2024: $13,507,3962024

Highlighted filing

2024

Assets$13,507,396
Liabilities$0
Net Assets$13,507,396
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $964,166Expenses 2010: $401,523Net Income 2010: $562,6432010Revenue 2011: $750,767Expenses 2011: $614,610Net Income 2011: $136,1572011Revenue 2012: $1,314,233Expenses 2012: $649,539Net Income 2012: $664,6942012Revenue 2013: $1,627,680Expenses 2013: $671,602Net Income 2013: $956,0782013Revenue 2014: $984,788Expenses 2014: $782,050Net Income 2014: $202,7382014Revenue 2015: $763,819Expenses 2015: $709,771Net Income 2015: $54,0482015Revenue 2016: $602,163Expenses 2016: $662,795Net Income 2016: -$60,6322016Revenue 2017: $823,290Expenses 2017: $1,342,140Net Income 2017: -$518,8502017Revenue 2018: $1,153,469Expenses 2018: $655,466Net Income 2018: $498,0032018Revenue 2019: $403,448Expenses 2019: $698,413Net Income 2019: -$294,9652019Revenue 2020: $739,072Expenses 2020: $700,628Net Income 2020: $38,4442020Revenue 2021: $787,922Expenses 2021: $872,270Net Income 2021: -$84,3482021Revenue 2022: $1,585,364Expenses 2022: $1,040,551Net Income 2022: $544,8132022Revenue 2023: $403,006Expenses 2023: $880,622Net Income 2023: -$477,6162023Revenue 2024: $733,016Expenses 2024: $1,149,437Net Income 2024: -$416,4212024

Highlighted filing

2024

Revenue$733,016
Expenses$1,149,437
Net Income-$416,421
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
$13,507,396
Liabilities
$0
Net assets
$13,507,396
Revenue
$733,016
Expenses
$1,149,437
Net income
-$416,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$0.73$1.15$0.42
2023Summary only. Only limited summary data is available for this year.$13.1$0.00$13.1$0.40$0.88$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.20$11.9$1.59$1.04$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.27$14.9$0.79$0.87$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.10$13.3$0.74$0.70$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.20$11.9$0.40$0.70$0.29
2018Summary only. Only limited summary data is available for this year.$10.2$0.07$10.2$1.15$0.66$0.50
2017Summary only. Only limited summary data is available for this year.$10.4$0.05$10.3$0.82$1.34$0.52
2016Summary only. Only limited summary data is available for this year.$10.0$0.08$9.93$0.60$0.66$0.06
2015Summary only. Only limited summary data is available for this year.$9.61$0.08$9.54$0.76$0.71$0.05
2014Summary only. Only limited summary data is available for this year.$9.55$0.07$9.48$0.98$0.78$0.20
2013Summary only. Only limited summary data is available for this year.$9.43$0.15$9.28$1.63$0.67$0.96
2012Summary only. Only limited summary data is available for this year.$8.41$0.08$8.32$1.31$0.65$0.66
2011Summary only. Only limited summary data is available for this year.$7.77$0.11$7.66$0.75$0.61$0.14
2010Summary only. Only limited summary data is available for this year.$7.57$0.05$7.52$0.96$0.40$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,098,330
Mission and Program Overview

Mission

Provide for payment of benefit premiums for managed care and prescription drug benefits for retirees.

Provide payment of premiums for managed health care & prescription drug for retirees & their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,131,482$13,507,396▲ $375,914
Investments Other Securities$12,451,138$12,878,159▲ $427,021
Savings and Temporary Cash Investments$665,007$614,996▼ $50,011
Cash and Non-Interest-Bearing Accounts$11,398$11,864▲ $466
Accounts Receivable$3,939$2,377▼ $1,562
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,131,482$13,507,396▲ $375,914
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,131,482$13,507,396▲ $375,914
Total Liabilities and Net Assets / Fund Balance$13,131,482$13,507,396▲ $375,914

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,878,159--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Christopher LuningInstitutional Trustee$14,189$14,189

Board Members and Trustees

NameTitle
Daniel SchullerChairman and CEO
Michael HuwarPresident, Aqua
Matthew Rhodes Evp of StrategyPresident, Peoples Natural Gas
-& Corporate Development (exit 09/24)
Christopher FranklinController
Christina KellyExec. VP, CFO
Robert a RubinExec. VP, Counsel, Secretary
Colleen ArnoldSr. VP., Chief Hr Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$733,016
Other Revenue
$0
Change in Net Assets
$-416,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,416
Salaries, Compensation, and Employee Benefits$14,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,076,832
Fees for Services Other---$40,912
Fees for Services Accounting---$16,250
Current Officers, Directors, Trustees, and Key Employees---$14,189
Fees for Services Legal---$1,254
Total Functional Expenses$0$0$0$1,149,437
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
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Business relationships: christopher luning, robert rubin, chrstopher franklin, daniel schuller, christina kelly, colleen arnold, michael huwar, matthew rhodes”

Form 990, Part VI, Section A, Line 7A

“All of the individual officers are employees of essential utilities, inc., the plan sponsor and fiduciary. They serve on the retirement and benefits committee by virtue of their positions with the plan sponsor.”

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

“The return is reviewed by the essential utilities retirement and benefits committee or their designees. Then it is reviewed and signed by an authorized officer. The form 990 document will be available for all members after it has been filed with the internal revenue service. Upon filing, the document is available to all members upon request.”

Form 990, Part VI, Section C, Line 19

“The documents are available for review per treasury regulation section 301-6104 (d) 1-4.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Bny mellon - 240 greenwich street, new york city, ny 10007.”

Filing and Contact Details

Filer

Filer Name
Veba for Certain Non-represented
EIN
23-2817835
Phone
6106454202
Address
762 W LANCASTER AVE, BRYN MAWR, PA 19010

Signing Officer

Name
Bradley Palmer
Title
VP, Chief Accounting Officer
Phone
6106454202
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley Palmer
Formed
1996
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Erin F Wood
Phone
4122613644
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trusts funding certain benefits of the plan received exemption letters from the internal revenue service (irs) dated march 7, 1996, july 26, 1996, november 7, 1998 and april 22, 2014, stating that the trusts are tax-exempt under the provisions of section 501(c)(9) of the irc. As a result of the plan's funding policy, from time to time the trusts may be subject to income taxes. While federal income taxes have been recorded in 2024 and 2023 for unrelated business taxable income, no state income taxes have been recorded for unrelated business taxable income. In addition, the plan and the trusts are required to operate in conformity with the irc to maintain the tax-exempt status of the trusts. Although the plan has been amended since receiving the exemption letter, the plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trusts are tax-exempt. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an unrelated position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix357 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/AccountsReceivableGrp/BOYAmt03939
IRS990/AccountsReceivableGrp/EOYAmt02377
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE PAYMENT OF PREMIUMS FOR MANAGED HEALTH CARE & PRESCRIPTION DRUG FOR RETIREES & THEIR DEPENDENTS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01076832
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AQUA PENNSYLVANIA INC
IRS990/BooksInCareOfDetail/PhoneNum06106454202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0762 W LANCASTER AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRYN MAWR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019010
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt011398
IRS990/CashNonInterestBearingGrp/EOYAmt011864
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014189
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01076832
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0733016
IRS990/CYOtherExpensesAmt058416
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-416421
IRS990/CYSalariesCompEmpBnftPaidAmt014189
IRS990/CYTotalExpensesAmt01149437
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0733016
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE FOR PAYMENT OF BENEFIT PREMIUMS FOR MANAGED CARE AND PRESCRIPTION DRUG BENEFITS FOR RETIREES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt016250
IRS990/FeesForServicesLegalGrp/TotalAmt01254
IRS990/FeesForServicesOtherGrp/TotalAmt040912
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BNY MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER LUNING
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT A RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3DANIEL SCHULLER
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINA KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm5COLLEEN ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL HUWAR
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW RHODES EVP OF STRATEGY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC. VP, COUNSEL, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXEC. VP, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5SR. VP., CHIEF HR OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT, AQUA
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT, PEOPLES NATURAL GAS
IRS990/Form990PartVIISectionAGrp/TitleTxt8& CORPORATE DEVELOPMENT (EXIT 09/24)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRADLEY PALMER
IRS990/ProfessionalFundraisingInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt064577
IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012878159
IRS990ScheduleD/OtherSecuritiesGrp/Desc0US EQUITY INDEX FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUSTS FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED EXEMPTION LETTERS FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 7, 1996, JULY 26, 1996, NOVEMBER 7, 1998 AND APRIL 22, 2014, STATING THAT THE TRUSTS ARE TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUSTS MAY BE SUBJECT TO INCOME TAXES. WHILE FEDERAL INCOME TAXES HAVE BEEN RECORDED IN 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME, NO STATE INCOME TAXES HAVE BEEN RECORDED FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUSTS ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUSTS. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUSTS ARE TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNRELATED POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt012878159
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS RELATIONSHIPS: CHRISTOPHER LUNING, ROBERT RUBIN, CHRSTOPHER FRANKLIN, DANIEL SCHULLER, CHRISTINA KELLY, COLLEEN ARNOLD, MICHAEL HUWAR, MATTHEW RHODES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OF THE INDIVIDUAL OFFICERS ARE EMPLOYEES OF ESSENTIAL UTILITIES, INC., THE PLAN SPONSOR AND FIDUCIARY. THEY SERVE ON THE RETIREMENT AND BENEFITS COMMITTEE BY VIRTUE OF THEIR POSITIONS WITH THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE ESSENTIAL UTILITIES RETIREMENT AND BENEFITS COMMITTEE OR THEIR DESIGNEES. THEN IT IS REVIEWED AND SIGNED BY AN AUTHORIZED OFFICER. THE FORM 990 DOCUMENT WILL BE AVAILABLE FOR ALL MEMBERS AFTER IT HAS BEEN FILED WITH THE INTERNAL REVENUE SERVICE. UPON FILING, THE DOCUMENT IS AVAILABLE TO ALL MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE FOR REVIEW PER TREASURY REGULATION SECTION 301-6104 (D) 1-4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BNY MELLON - 240 GREENWICH STREET, NEW YORK CITY, NY 10007.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
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 CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0WATER UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1WATER AND NATURAL GAS UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AQUA PENNSYLVANIA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ESSTENIAL UTILITIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0762 W LANCASTER AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1762 W LANCASTER AVE
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/TransferToOtherOrgInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0733016
IRS990/TotalVolunteersCnt00
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IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, CHIEF ACCOUNTING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106454202
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VEBA FOR CERTAIN NON-REPRESENTED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF AQUA PENNSYLVANIA INC
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0232817835
ReturnHeader/Filer/PhoneNum06106454202
ReturnHeader/Filer/USAddress/AddressLine1Txt0762 W LANCASTER AVE
ReturnHeader/Filer/USAddress/CityNm0BRYN MAWR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN F WOOD
ReturnHeader/ReturnTs02025-11-17T06:04:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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