Civic Intelligence

Employee Benefit Trust of Bank Of

EIN 36-6551984 • 501(c)9 • Pittsburgh, PA

Profile

Providing health and welfare benefits for members

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

22nd percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$11,970,288

Up $851,146 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,970,288

Up $851,146 (+7.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin37th percentile

Revenue

Up

$265,780,877

Up $59,370,334 (+29%) from 2023

Expenses

Up

$264,929,731

Up $53,752,720 (+25%) from 2023

Net Income

Up

$851,146

Up $5,617,614 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,871,851Liabilities 2011: $0Net Assets 2011: $9,871,8512011Assets 2012: $13,188,180Liabilities 2012: $0Net Assets 2012: $13,188,1802012Assets 2013: $12,452,164Liabilities 2013: $0Net Assets 2013: $12,452,1642013Assets 2014: $11,529,172Liabilities 2014: $0Net Assets 2014: $11,529,1722014Assets 2015: $11,464,974Liabilities 2015: $0Net Assets 2015: $11,464,9742015Assets 2017: $31,536,647Liabilities 2017: $0Net Assets 2017: $31,536,6472017Assets 2018: $26,760,593Liabilities 2018: $0Net Assets 2018: $26,760,5932018Assets 2019: $24,866,529Liabilities 2019: $0Net Assets 2019: $24,866,5292019Assets 2020: $22,239,537Liabilities 2020: $0Net Assets 2020: $22,239,5372020Assets 2021: $19,031,015Liabilities 2021: $0Net Assets 2021: $19,031,0152021Assets 2022: $15,885,610Liabilities 2022: $0Net Assets 2022: $15,885,6102022Assets 2023: $11,119,142Liabilities 2023: $0Net Assets 2023: $11,119,1422023Assets 2024: $11,970,288Liabilities 2024: $0Net Assets 2024: $11,970,2882024

Highlighted filing

2024

Assets$11,970,288
Liabilities$0
Net Assets$11,970,288
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$300M$200M$100M$0-$100MExpenses 2011: $80,348,3032011Expenses 2012: $153,245,4342012Revenue 2013: $157,686,816Expenses 2013: $158,422,832Net Income 2013: -$736,0162013Revenue 2014: $162,276,601Expenses 2014: $163,199,593Net Income 2014: -$922,9922014Revenue 2015: $167,036,813Expenses 2015: $167,101,011Net Income 2015: -$64,1982015Revenue 2017: $163,953,511Expenses 2017: $155,613,895Net Income 2017: $8,339,6162017Revenue 2018: $137,215,264Expenses 2018: $141,991,318Net Income 2018: -$4,776,0542018Revenue 2019: $139,188,601Expenses 2019: $141,082,665Net Income 2019: -$1,894,0642019Revenue 2020: $136,095,330Expenses 2020: $138,722,322Net Income 2020: -$2,626,9922020Revenue 2021: $142,473,885Expenses 2021: $145,682,407Net Income 2021: -$3,208,5222021Revenue 2022: $152,760,593Expenses 2022: $155,905,998Net Income 2022: -$3,145,4052022Revenue 2023: $206,410,543Expenses 2023: $211,177,011Net Income 2023: -$4,766,4682023Revenue 2024: $265,780,877Expenses 2024: $264,929,731Net Income 2024: $851,1462024

Highlighted filing

2024

Revenue$265,780,877
Expenses$264,929,731
Net Income$851,146
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
$11,970,288
Liabilities
$0
Net assets
$11,970,288
Revenue
$265,780,877
Expenses
$264,929,731
Net income
$851,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.00$12.0$266$265$0.85
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$206$211$4.77
2022Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$153$156$3.15
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$142$146$3.21
2020Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$136$139$2.63
2019Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$139$141$1.89
2018Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$137$142$4.78
2017Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$164$156$8.34
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$167$167$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$162$163$0.92
2013Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$158$158$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$153
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.87$0.00$9.87$80.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$265,780,877
Mission and Program Overview

Mission

Providing health and welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,119,142$11,970,288▲ $851,146
Savings and Temporary Cash Investments$11,065,480$11,908,049▲ $842,569
Accounts Receivable$53,662$62,239▲ $8,577
Total Assets$11,119,142$11,970,288▲ $851,146
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,119,142$11,970,288▲ $851,146
Total Liabilities and Net Assets / Fund Balance$11,119,142$11,970,288▲ $851,146
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee (see Schedule O)

Highest Paid Contractors

ContractorServicesLocationCompensation
Bcbs PpoAdministration Fees300 E RANDOLPH ST, Chicago, IL 60601$11,848,004
EsiAdministration Fees2060 East Ninth Street, Cleveland, OH 44115$1,179,707
Delta DentalAdministration Fees111 SHUMAN BLVD, Naperville, IL 60563$432,137
Wtw Consulting FeesAdministration Fees1 Ppg Pl Ste 600, Pittsburgh, PA 15222$355,050
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$264,714,275
Investment Income
$1,066,602
Other Revenue
$0
Change in Net Assets
$851,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,999,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$230,930,577--$230,930,577
Fees for Services Other$383,800--$383,800
Other Expenses$202,240--$202,240
Fees for Services Legal$54,976--$54,976
Total Functional Expenses$264,929,731$0$0$264,929,731
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, Lines 1A &1B

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is bmo harris bank n.a. 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, Section 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 employees 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 positions; as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for employee benefit trust of bank of montreal -harris trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore the trustee's fees are not based upon an hourly basis but are calculated”

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

“Upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with bmo harris bank n.a”

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 public.”

Filing and Contact Details

Filer

Filer Name
Employee Benefit Trust of Bank of
EIN
36-6551984
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
2025-11-15

Organization Details

Principal Officer
Brent Heintzelman
Formed
1973
Legal Domicile
Il
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
Lakrisha J Castleberry
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix298 raw XML fields

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

Path#Value
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IRS990/AccountsReceivableGrp/BOYAmt053662
IRS990/AccountsReceivableGrp/EOYAmt062239
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS FOR MEMBERS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0230930577
IRS990/BenefitsToMembersGrp/TotalAmt0230930577
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/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt011848004
IRS990/ContractorCompensationGrp/CompensationAmt11179707
IRS990/ContractorCompensationGrp/CompensationAmt2432137
IRS990/ContractorCompensationGrp/CompensationAmt3355050
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 E RANDOLPH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12060 East Ninth Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2111 SHUMAN BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31 Ppg Pl Ste 600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Cleveland
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NAPERVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Pittsburgh
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd144115
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260563
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd315222
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BCBS PPO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ESI
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2DELTA DENTAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3WTW CONSULTING FEES
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION FEES
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATION FEES
IRS990/ContractorCompensationGrp/ServicesDesc2ADMINISTRATION FEES
IRS990/ContractorCompensationGrp/ServicesDesc3ADMINISTRATION FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0230930577
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01066602
IRS990/CYOtherExpensesAmt033999154
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0264714275
IRS990/CYRevenuesLessExpensesAmt0851146
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0264929731
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0265780877
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VEBA DURING THE YEAR WAS THE PAYMENT OF HEALTH AND WELFARE BENEFITS AND PREMIUMS FOR PLAN PARTICIPANTS AND DEPENDENTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt054976
IRS990/FeesForServicesLegalGrp/TotalAmt054976
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0383800
IRS990/FeesForServicesOtherGrp/TotalAmt0383800
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/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0265780877
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01066602
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01066602
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS FOR MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011119142
IRS990/NetAssetsOrFundBalancesEOYAmt011970288
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt033358138
IRS990/OtherExpensesGrp/ProgramServicesAmt1202240
IRS990/OtherExpensesGrp/TotalAmt033358138
IRS990/OtherExpensesGrp/TotalAmt1202240
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRENT HEINTZELMAN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071883726
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071883726
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0191946772
IRS990/PYInvestmentIncomeAmt0944096
IRS990/PYOtherExpensesAmt019230239
IRS990/PYProgramServiceRevenueAmt0205466447
IRS990/PYRevenuesLessExpensesAmt0-4766468
IRS990/PYTotalExpensesAmt0211177011
IRS990/PYTotalRevenueAmt0206410543
IRS990/ReconcilationRevenueExpnssAmt0851146
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011119142
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011970288
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011065480
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS BMO HARRIS BANK N.A. 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 EMPLOYEES 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 POSITIONS; AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR EMPLOYEE BENEFIT TRUST OF BANK OF MONTREAL -HARRIS TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE THE TRUSTEE'S FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH BMO HARRIS BANK N.A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AS A 501 (C) (9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A &1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION 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/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0362085229
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BANKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0111 W MONROE ST
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011119142
IRS990/TotalAssetsEOYAmt011970288
IRS990/TotalAssetsGrp/BOYAmt011119142
IRS990/TotalAssetsGrp/EOYAmt011970288
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0264929731
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264929731
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011119142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011970288
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0264714275
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01066602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0264714275
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265780877
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011119142
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011970288
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE BENEFIT TRUST OF BANK OF
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0366551984
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAKRISHA J CASTLEBERRY
ReturnHeader/ReturnTs02025-11-15T11:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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