Civic Intelligence

Consumers Power Company Non Union Welfare Benefit Trust to Provide

EIN 38-3250135 • 501(c)9 • Chicago, IL

Profile

To provide for retiree health care and other benefits

P O Box 804358Chicago, IL 60680

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

2nd percentile

-336%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

70th percentile

$212,029

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

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

Asset Growth

28th percentile

0.4%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

3rd percentile

-40%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$281,546,653

Up $11,512,448 (+4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$281,546,653

Up $11,512,448 (+4.3%) from 2022

Operations
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$7,006,224

Down $6,361,498 (-48%) from 2022

Expenses

Up

$23,050,687

Up $2,661,748 (+13%) from 2022

Net Income

Down

-$16,044,463

Down $9,023,246 (-129%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$400M$300M$200M$100M$0Assets 2010: $194,904,449Liabilities 2010: $0Net Assets 2010: $194,904,4492010Assets 2011: $188,173,361Liabilities 2011: $0Net Assets 2011: $188,173,3612011Assets 2012: $228,772,301Liabilities 2012: $0Net Assets 2012: $228,772,3012012Assets 2013: $288,697,564Liabilities 2013: $0Net Assets 2013: $288,697,5642013Assets 2014: $290,697,384Liabilities 2014: $0Net Assets 2014: $290,697,3842014Assets 2015: $278,521,842Liabilities 2015: $0Net Assets 2015: $278,521,8422015Assets 2016: $280,678,682Liabilities 2016: $0Net Assets 2016: $280,678,6822016Assets 2017: $306,018,444Liabilities 2017: $0Net Assets 2017: $306,018,4442017Assets 2018: $270,574,549Liabilities 2018: $0Net Assets 2018: $270,574,5492018Assets 2019: $312,322,618Liabilities 2019: $0Net Assets 2019: $312,322,6182019Assets 2020: $338,586,765Liabilities 2020: $0Net Assets 2020: $338,586,7652020Assets 2021: $350,010,535Liabilities 2021: $0Net Assets 2021: $350,010,5352021Assets 2022: $270,034,205Liabilities 2022: $0Net Assets 2022: $270,034,2052022Assets 2023: $281,546,653Liabilities 2023: $0Net Assets 2023: $281,546,6532023

Latest loaded filing

2023

Assets$281,546,653
Liabilities$0
Net Assets$281,546,653
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100M$50M$0-$50MRevenue 2010: $19,938,022Expenses 2010: $26,545,079Net Income 2010: -$6,607,0572010Revenue 2011: $27,924,383Expenses 2011: $25,300,538Net Income 2011: $2,623,8452011Revenue 2012: $71,362,137Expenses 2012: $24,558,554Net Income 2012: $46,803,5832012Revenue 2013: $65,234,549Expenses 2013: $22,452,338Net Income 2013: $42,782,2112013Revenue 2014: $29,741,299Expenses 2014: $20,847,574Net Income 2014: $8,893,7252014Revenue 2015: $40,262,527Expenses 2015: $25,643,951Net Income 2015: $14,618,5762015Revenue 2016: $21,060,538Expenses 2016: $21,152,812Net Income 2016: -$92,2742016Revenue 2017: $18,759,100Expenses 2017: $19,614,363Net Income 2017: -$855,2632017Revenue 2018: $20,627,409Expenses 2018: $17,582,366Net Income 2018: $3,045,0432018Revenue 2019: $14,000,168Expenses 2019: $19,424,179Net Income 2019: -$5,424,0112019Revenue 2020: $12,267,124Expenses 2020: $9,792,409Net Income 2020: $2,474,7152020Revenue 2021: $37,980,340Expenses 2021: $32,037,642Net Income 2021: $5,942,6982021Revenue 2022: $13,367,722Expenses 2022: $20,388,939Net Income 2022: -$7,021,2172022Revenue 2023: $7,006,224Expenses 2023: $23,050,687Net Income 2023: -$16,044,4632023

Latest loaded filing

2023

Revenue$7,006,224
Expenses$23,050,687
Net Income-$16,044,463
Open 2023 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
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$282$0.00$282$7.01$23.1$16.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$270$0.00$270$13.4$20.4$7.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$350$0.00$350$38.0$32.0$5.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$339$0.00$339$12.3$9.79$2.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$312$0.00$312$14.0$19.4$5.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$271$0.00$271$20.6$17.6$3.05
2017Summary only. Only limited summary data is available for this year.$306$0.00$306$18.8$19.6$0.86
2016Summary only. Only limited summary data is available for this year.$281$0.00$281$21.1$21.2$0.09
2015Summary only. Only limited summary data is available for this year.$279$0.00$279$40.3$25.6$14.6
2014Summary only. Only limited summary data is available for this year.$291$0.00$291$29.7$20.8$8.89
2013Summary only. Only limited summary data is available for this year.$289$0.00$289$65.2$22.5$42.8
2012Summary only. Only limited summary data is available for this year.$229$0.00$229$71.4$24.6$46.8
2011Summary only. Only limited summary data is available for this year.$188$0.00$188$27.9$25.3$2.62
2010Summary only. Only limited summary data is available for this year.$195$0.00$195$19.9$26.5$6.61
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
May 5, 2023
Return Version
2022v5.0
Gross Receipts
$50,612,616
Mission and Program Overview

Mission

To provide for retiree health care and other benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$350,010,535$270,034,205▼ $79,976,330
Investments in Publicly Traded Securities$343,790,906$266,017,752▼ $77,773,154
Savings and Temporary Cash Investments$5,669,466$3,522,571▼ $2,146,895
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$350,010,535$270,034,205▼ $79,976,330
Other Assets Total$550,163$493,882▼ $56,281
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$350,010,535$270,034,205▼ $79,976,330
Total Liabilities and Net Assets / Fund Balance$350,010,535$270,034,205▼ $79,976,330
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$149,804$149,804

Board Members and Trustees

NameTitle
HERB KOPS RETIRED '20Director of Employee Benef
Lora B ChristopherDirector of Employee Benef
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,404,166
Other Revenue
$1,963,556
Change in Net Assets
$-7,021,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,367,722
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-72,955,113
Total Revenue per Audited Statements
$-59,587,391
Total Revenue per Form 990
$13,367,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,407,491
Salaries, Compensation, and Employee Benefits$149,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,831,644
Other Expenses---$605,922
Current Officers, Directors, Trustees, and Key Employees---$149,804
Fees for Service Investment Mgmnt Fees---$31,829
Fees for Services Accounting---$8,990
Total Functional Expenses$0$0$0$20,388,939

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,388,939
Total Expenses per Audited Statements$20,388,939
Total Expenses per Form 990$20,388,939
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the return is provided to the trustee for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“These documents are not made available to the public”

Filing and Contact Details

Filer

Filer Name
Consumers Energy Co Non-union Wbt
EIN
38-3250135
Phone
8004775050
Address
P O BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
3126306000
Signed
2023-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Northern Trust Co
Formed
1994
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Brett Falkner
Phone
8164746180
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 12A:

“The plan is audited and a report is filed which contains a review of the trust activity and its assets.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the financial statements.”

Raw XML Appendix349 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/ActivityOrMissionDesc0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt015831644
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 804358
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060680
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0350010535
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0270034205
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0149804
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt015831644
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011404166
IRS990/CYOtherExpensesAmt04407491
IRS990/CYOtherRevenueAmt01963556
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7021217
IRS990/CYSalariesCompEmpBnftPaidAmt0149804
IRS990/CYTotalExpensesAmt020388939
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013367722
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt020388939
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt08990
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031829
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0HERB KOPS RETIRED '20
IRS990/Form990PartVIISectionAGrp/PersonNm1LORA B CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2149804
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF EMPLOYEE BENEF
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF EMPLOYEE BENEF
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0122489
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt037367383
IRS990/GrossReceiptsAmt050612616
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011281677
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt011281677
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0343790906
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0266017752
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037244894
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0350010535
IRS990/NetAssetsOrFundBalancesEOYAmt0270034205
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0122489
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0122489
IRS990/NetUnrelatedBusTxblIncmAmt011212543
IRS990/NetUnrlzdGainsLossesInvstAmt0-72955113
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0550163
IRS990/OtherAssetsTotalGrp/EOYAmt0493882
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ESTIMATED TAX PAYMENT
IRS990/OtherExpensesGrp/Desc1US TREASURY PAYMENT
IRS990/OtherExpensesGrp/TotalAmt03760750
IRS990/OtherExpensesGrp/TotalAmt1605922
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FEDERAL FID INCOME TAX REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01963556
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01963556
IRS990/OtherRevenueTotalAmt01963556
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THE NORTHERN TRUST CO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017731909
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037980340
IRS990/PYOtherExpensesAmt014091727
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05942698
IRS990/PYSalariesCompEmpBnftPaidAmt0214006
IRS990/PYTotalExpensesAmt032037642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037980340
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-7021217
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013367722
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05669466
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03522571
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt020388939
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-72955113
IRS990ScheduleD/RevenueNotReportedAmt0-72955113
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013367722
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt020388939
IRS990ScheduleD/TotalRevenuePerForm990Amt013367722
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-59587391
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020388939
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS AUDITED AND A REPORT IS FILED WHICH CONTAINS A REVIEW OF THE TRUST ACTIVITY AND ITS ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 12A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0380442310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0NATURAL GAS AND ELECTRICITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 ENERGY PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0JACKSON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd049201
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT FALKNER
ReturnHeader/ReturnTs02023-05-05T12:50:51-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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