Civic Intelligence

Consumers Energy Co Union Wbt

EIN 38-3250137 • 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

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

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

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

59th percentile

$91,039

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

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

Asset Growth

40th percentile

3.7%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$868,399,970

Up $30,667,785 (+3.7%) from 2023

Liabilities

Down

$5,487

Down $16,466 (-75%) from 2023

Net Assets

Up

$868,394,483

Up $30,684,251 (+3.7%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin8th percentile

Revenue

Up

$14,862,318

Up $94,293,429 (+119%) from 2023

Expenses

Up

$23,420,962

Up $2,283,646 (+11%) from 2023

Net Income

Up

-$8,558,644

Up $92,009,783 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$1.0B$500M$0Assets 2010: $499,861,903Liabilities 2010: $0Net Assets 2010: $499,861,9032010Assets 2011: $522,960,100Liabilities 2011: $0Net Assets 2011: $522,960,1002011Assets 2012: $553,918,343Liabilities 2012: $0Net Assets 2012: $553,918,3432012Assets 2013: $619,103,871Liabilities 2013: $0Net Assets 2013: $619,103,8712013Assets 2014: $634,813,182Liabilities 2014: $0Net Assets 2014: $634,813,1822014Assets 2015: $601,762,292Liabilities 2015: $0Net Assets 2015: $601,762,2922015Assets 2016: $630,329,267Liabilities 2016: $0Net Assets 2016: $630,329,2672016Assets 2018: $719,199,235Liabilities 2018: $0Net Assets 2018: $719,199,2352018Assets 2019: $754,941,833Liabilities 2019: $0Net Assets 2019: $754,941,8332019Assets 2020: $842,941,390Liabilities 2020: $0Net Assets 2020: $842,941,3902020Assets 2021: $931,830,308Liabilities 2021: $0Net Assets 2021: $931,830,3082021Assets 2022: $762,171,727Liabilities 2022: $0Net Assets 2022: $762,171,7272022Assets 2023: $837,732,185Liabilities 2023: $21,953Net Assets 2023: $837,710,2322023Assets 2024: $868,399,970Liabilities 2024: $5,487Net Assets 2024: $868,394,4832024

Highlighted filing

2024

Assets$868,399,970
Liabilities$5,487
Net Assets$868,394,483
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$100M$0-$100M-$200MRevenue 2010: $50,902,213Expenses 2010: $21,656,156Net Income 2010: $29,246,0572010Revenue 2011: $55,058,942Expenses 2011: $22,389,742Net Income 2011: $32,669,2002011Revenue 2012: $73,933,743Expenses 2012: $21,306,354Net Income 2012: $52,627,3892012Revenue 2013: $25,982,577Expenses 2013: $20,353,009Net Income 2013: $5,629,5682013Revenue 2014: $63,550,770Expenses 2014: $20,633,005Net Income 2014: $42,917,7652014Revenue 2015: $47,330,699Expenses 2015: $23,367,463Net Income 2015: $23,963,2362015Revenue 2016: $28,079,735Expenses 2016: $22,794,348Net Income 2016: $5,285,3872016Revenue 2018: $41,431,951Expenses 2018: $21,666,913Net Income 2018: $19,765,0382018Revenue 2019: $68,521,178Expenses 2019: $19,433,459Net Income 2019: $49,087,7192019Revenue 2020: $34,981,122Expenses 2020: $129,753,858Net Income 2020: -$94,772,7362020Revenue 2021: $101,248,447Expenses 2021: $20,537,014Net Income 2021: $80,711,4332021Revenue 2022: $61,218,331Expenses 2022: $18,907,577Net Income 2022: $42,310,7542022Revenue 2023: -$79,431,111Expenses 2023: $21,137,316Net Income 2023: -$100,568,4272023Revenue 2024: $14,862,318Expenses 2024: $23,420,962Net Income 2024: -$8,558,6442024

Highlighted filing

2024

Revenue$14,862,318
Expenses$23,420,962
Net Income-$8,558,644
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$868,399,970
Liabilities
$5,487
Net assets
$868,394,483
Revenue
$14,862,318
Expenses
$23,420,962
Net income
-$8,558,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$868$0.01$868$14.9$23.4$8.56
2023Detailed filing. Detailed filing data is available for this year.$838$0.02$838$79.4$21.1$101
2022Detailed filing. Detailed filing data is available for this year.$762$0.00$762$61.2$18.9$42.3
2021Detailed filing. Detailed filing data is available for this year.$932$0.00$932$101$20.5$80.7
2020Detailed filing. Detailed filing data is available for this year.$843$0.00$843$35.0$130$94.8
2019Detailed filing. Detailed filing data is available for this year.$755$0.00$755$68.5$19.4$49.1
2018Summary only. Only limited summary data is available for this year.$719$0.00$719$41.4$21.7$19.8
2016Detailed filing. Detailed filing data is available for this year.$630$0.00$630$28.1$22.8$5.29
2015Detailed filing. Detailed filing data is available for this year.$602$0.00$602$47.3$23.4$24.0
2014Summary only. Only limited summary data is available for this year.$635$0.00$635$63.6$20.6$42.9
2013Summary only. Only limited summary data is available for this year.$619$0.00$619$26.0$20.4$5.63
2012Summary only. Only limited summary data is available for this year.$554$0.00$554$73.9$21.3$52.6
2011Summary only. Only limited summary data is available for this year.$523$0.00$523$55.1$22.4$32.7
2010Summary only. Only limited summary data is available for this year.$500$0.00$500$50.9$21.7$29.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Gross Receipts
$318,159,631
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$837,710,232$868,394,483▲ $30,684,251
Investments in Publicly Traded Securities$800,978,930$858,374,445▲ $57,395,515
Savings and Temporary Cash Investments$34,914,389$7,758,992▼ $27,155,397
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$837,732,185$868,399,970▲ $30,667,785
Other Assets Total$1,838,866$2,266,533▲ $427,667
Liabilities
Other Liabilities$21,953$5,487▼ $16,466
Total Liabilities$21,953$5,487▼ $16,466
Net Assets / Fund Balance
Total Net Assets Fund Balance$837,710,232$868,394,483▲ $30,684,251
Total Liabilities and Net Assets / Fund Balance$837,732,185$868,399,970▲ $30,667,785
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$91,039$91,039

Board Members and Trustees

NameTitle
Kendra K GrobDirector of Employee Benef
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,862,318
Other Revenue
$0
Change in Net Assets
$-8,558,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,862,318
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,242,895
Total Revenue per Audited Statements
$54,105,213
Total Revenue per Form 990
$14,862,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$733,898
Salaries, Compensation, and Employee Benefits$91,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,596,025
Fees for Service Investment Mgmnt Fees---$691,181
Current Officers, Directors, Trustees, and Key Employees---$91,039
Other Expenses---$14,832
Fees for Services Accounting---$4,085
Total Functional Expenses$0$0$0$23,420,962

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,420,962
Total Expenses per Audited Statements$23,420,962
Total Expenses per Form 990$23,420,962
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Exc Cleared Swap Liabilities$5,487
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 Union Wbt
EIN
38-3250137
Phone
8004775050
Address
P O BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
8004775050
Signed
2025-05-05
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, 2024 and 2023, 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 Appendix336 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/TotalAmt022596025
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/BOYAmt0837710232
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0868394483
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt091039
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt022596025
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014862318
IRS990/CYOtherExpensesAmt0733898
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8558644
IRS990/CYSalariesCompEmpBnftPaidAmt091039
IRS990/CYTotalExpensesAmt023420962
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014862318
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/ExpenseAmt023420962
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt04085
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0691181
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0KENDRA K GROB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt191039
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF EMPLOYEE BENEF
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1435590
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0301861723
IRS990/GrossReceiptsAmt0318159631
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016297908
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016297908
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0800978930
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0858374445
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0303297313
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/NetAssetsOrFundBalancesBOYAmt0837710232
IRS990/NetAssetsOrFundBalancesEOYAmt0868394483
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1435590
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1435590
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt039242895
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01838866
IRS990/OtherAssetsTotalGrp/EOYAmt02266533
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1SWAP LIABILITIES
IRS990/OtherExpensesGrp/TotalAmt023800
IRS990/OtherExpensesGrp/TotalAmt114832
IRS990/OtherLiabilitiesGrp/BOYAmt021953
IRS990/OtherLiabilitiesGrp/EOYAmt05487
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THE NORTHERN TRUST CO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020479518
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-79431111
IRS990/PYOtherExpensesAmt0612485
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-100568427
IRS990/PYSalariesCompEmpBnftPaidAmt045313
IRS990/PYTotalExpensesAmt021137316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-79431111
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-8558644
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014862318
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034914389
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07758992
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt023420962
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039242895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EXC CLEARED SWAP LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt039242895
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt014862318
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, 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/TotalExpensesPerForm990Amt023420962
IRS990ScheduleD/TotalLiabilityAmt05487
IRS990ScheduleD/TotalRevenuePerForm990Amt014862318
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt054105213
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023420962
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/BusinessNameLine1Txt0CONSUMER 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSUMERS ENERGY CO NON-UNION WBT TO PROV RETIREE HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSUMERS ENERGY NON-UNION WBT TO PROV FOR RETIREE LIFE INS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSUMERS ENERGY CO UNION WBT TO PROV FOR RETIREE LIFE INS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0383250135
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE FOR RETIREE LIFE INSURANCE & OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE FOR RETIREE LIFE INSURANCE & OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0P O BOX 804358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 804358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2P O BOX 804358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
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IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0837732185
IRS990/TotalAssetsEOYAmt0868399970
IRS990/TotalAssetsGrp/BOYAmt0837732185
IRS990/TotalAssetsGrp/EOYAmt0868399970
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IRS990/TotalLiabilitiesGrp/EOYAmt05487
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0837710232
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0868394483
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IRS990/TotalProgramServiceExpensesAmt023420962
IRS990/TotalReportableCompFromOrgAmt091039
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014862318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014862318
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004775050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSUMERS ENERGY CO UNION WBT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TO PROVIDE FOR RETIREE HEALTH CARE
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0383250137
ReturnHeader/Filer/PhoneNum08004775050
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 804358
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT FALKNER
ReturnHeader/ReturnTs02025-05-06T04:57:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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