Civic Intelligence

Consumers Energy Non-Union Wbt

EIN 38-3250623 • 501(c)9 • Chicago, IL

Profile

To provide for retiree life insurance & 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

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$5,766

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

36%

Faster revenue growth than 90% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$52,116,395

Up $4,891,699 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$52,116,395

Up $4,891,699 (+10%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$2,061,672

Up $543,859 (+36%) from 2023

Expenses

Down

$1,107,813

Down $863,533 (-44%) from 2023

Net Income

Up

$953,859

Up $1,407,392 (+310%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$60M$40M$20M$0Assets 2010: $10,793,908Liabilities 2010: $0Net Assets 2010: $10,793,9082010Assets 2011: $11,255,892Liabilities 2011: $0Net Assets 2011: $11,255,8922011Assets 2012: $14,979,097Liabilities 2012: $0Net Assets 2012: $14,979,0972012Assets 2013: $20,997,760Liabilities 2013: $0Net Assets 2013: $20,997,7602013Assets 2014: $26,911,071Liabilities 2014: $0Net Assets 2014: $26,911,0712014Assets 2015: $30,244,130Liabilities 2015: $0Net Assets 2015: $30,244,1302015Assets 2016: $33,779,099Liabilities 2016: $0Net Assets 2016: $33,779,0992016Assets 2017: $37,333,949Liabilities 2017: $0Net Assets 2017: $37,333,9492017Assets 2018: $35,436,521Liabilities 2018: $0Net Assets 2018: $35,436,5212018Assets 2019: $41,247,770Liabilities 2019: $0Net Assets 2019: $41,247,7702019Assets 2020: $46,208,718Liabilities 2020: $0Net Assets 2020: $46,208,7182020Assets 2021: $51,001,641Liabilities 2021: $0Net Assets 2021: $51,001,6412021Assets 2022: $42,431,037Liabilities 2022: $0Net Assets 2022: $42,431,0372022Assets 2023: $47,224,696Liabilities 2023: $0Net Assets 2023: $47,224,6962023Assets 2024: $52,116,395Liabilities 2024: $0Net Assets 2024: $52,116,3952024

Highlighted filing

2024

Assets$52,116,395
Liabilities$0
Net Assets$52,116,395
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $999,628Expenses 2010: $352,578Net Income 2010: $647,0502010Revenue 2011: $946,000Expenses 2011: $484,016Net Income 2011: $461,9842011Revenue 2012: $4,353,380Expenses 2012: $513,295Net Income 2012: $3,840,0852012Revenue 2013: $7,411,771Expenses 2013: $575,414Net Income 2013: $6,836,3572013Revenue 2014: $7,647,189Expenses 2014: $591,985Net Income 2014: $7,055,2042014Revenue 2015: $8,593,666Expenses 2015: $1,295,510Net Income 2015: $7,298,1562015Revenue 2016: -$2,085,291Expenses 2016: $835,877Net Income 2016: -$2,921,1682016Revenue 2017: $768,593Expenses 2017: $742,920Net Income 2017: $25,6732017Revenue 2018: $1,377,637Expenses 2018: $856,756Net Income 2018: $520,8812018Revenue 2019: $1,035,047Expenses 2019: $770,724Net Income 2019: $264,3232019Revenue 2020: $1,340,401Expenses 2020: $611,936Net Income 2020: $728,4652020Revenue 2021: $3,072,541Expenses 2021: $1,835,185Net Income 2021: $1,237,3562021Revenue 2022: $2,373,632Expenses 2022: $1,544,670Net Income 2022: $828,9622022Revenue 2023: $1,517,813Expenses 2023: $1,971,346Net Income 2023: -$453,5332023Revenue 2024: $2,061,672Expenses 2024: $1,107,813Net Income 2024: $953,8592024

Highlighted filing

2024

Revenue$2,061,672
Expenses$1,107,813
Net Income$953,859
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$52,116,395
Liabilities
$0
Net assets
$52,116,395
Revenue
$2,061,672
Expenses
$1,107,813
Net income
$953,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.1$0.00$52.1$2.06$1.11$0.95
2023Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$1.52$1.97$0.45
2022Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$2.37$1.54$0.83
2021Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$3.07$1.84$1.24
2020Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$1.34$0.61$0.73
2019Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$1.04$0.77$0.26
2018Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$1.38$0.86$0.52
2017Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$0.77$0.74$0.03
2016Summary only. Only limited summary data is available for this year.$33.8$0.00$33.8$2.09$0.84$2.92
2015Summary only. Only limited summary data is available for this year.$30.2$0.00$30.2$8.59$1.30$7.30
2014Summary only. Only limited summary data is available for this year.$26.9$0.00$26.9$7.65$0.59$7.06
2013Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$7.41$0.58$6.84
2012Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$4.35$0.51$3.84
2011Summary only. Only limited summary data is available for this year.$11.3$0.00$11.3$0.95$0.48$0.46
2010Summary only. Only limited summary data is available for this year.$10.8$0.00$10.8$1.00$0.35$0.65
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
$2,915,691
Mission and Program Overview

Mission

To provide for retiree life insurance & other benefits

To provide for retiree life insurance and other benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$47,224,696$52,116,395▲ $4,891,699
Investments in Publicly Traded Securities$46,885,168$51,902,460▲ $5,017,292
Savings and Temporary Cash Investments$339,528$213,935▼ $125,593
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$47,224,696$52,116,395▲ $4,891,699
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,224,696$52,116,395▲ $4,891,699
Total Liabilities and Net Assets / Fund Balance$47,224,696$52,116,395▲ $4,891,699
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$5,766$5,766

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
$2,061,672
Other Revenue
$0
Change in Net Assets
$953,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,061,672
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,937,840
Total Revenue per Audited Statements
$5,999,512
Total Revenue per Form 990
$2,061,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,378
Salaries, Compensation, and Employee Benefits$5,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$849,669
Other Expenses---$57,241
Fees for Service Investment Mgmnt Fees---$10,982
Fees for Services Accounting---$9,555
Current Officers, Directors, Trustees, and Key Employees---$5,766
Total Functional Expenses$0$0$0$1,107,813

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,107,813
Total Expenses per Audited Statements$1,107,813
Total Expenses per Form 990$1,107,813
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
Backup withholding compliance
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 Non-union Wbt
EIN
38-3250623
Phone
8004775050
Address
P O BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
3126306000
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 Appendix331 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 LIFE INSURANCE AND OTHER BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0849669
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/BOYAmt047224696
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt052116395
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05766
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0849669
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02061672
IRS990/CYOtherExpensesAmt0252378
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0953859
IRS990/CYSalariesCompEmpBnftPaidAmt05766
IRS990/CYTotalExpensesAmt01107813
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02061672
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FOR RETIREE LIFE INSURANCE & OTHER BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01107813
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09555
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010982
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/ReportableCompFromOrgAmt15766
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF EMPLOYEE BENEF
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01127471
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01981490
IRS990/GrossReceiptsAmt02915691
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0934201
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0934201
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046885168
IRS990/InvestmentsPubTradedSecGrp/EOYAmt051902460
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0854019
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FOR RETIREE LIFE INSURANCE & OTHER BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047224696
IRS990/NetAssetsOrFundBalancesEOYAmt052116395
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01127471
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt01127471
IRS990/NetUnrelatedBusTxblIncmAmt0907983
IRS990/NetUnrlzdGainsLossesInvstAmt03937840
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ESTIMATE TAX PAYMENTS
IRS990/OtherExpensesGrp/Desc1TAX PAYMENT TO US TREAS
IRS990/OtherExpensesGrp/TotalAmt0174600
IRS990/OtherExpensesGrp/TotalAmt157241
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THE NORTHERN TRUST CO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0881179
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01515505
IRS990/PYOtherExpensesAmt01086796
IRS990/PYOtherRevenueAmt02308
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-453533
IRS990/PYSalariesCompEmpBnftPaidAmt03371
IRS990/PYTotalExpensesAmt01971346
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01517813
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0953859
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02061672
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0339528
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0213935
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01107813
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03937840
IRS990ScheduleD/RevenueNotReportedAmt03937840
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02061672
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/TotalExpensesPerForm990Amt01107813
IRS990ScheduleD/TotalRevenuePerForm990Amt02061672
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05999512
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01107813
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
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 CO UNION WBT TO PROV FOR RETIREE HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSUMERS ENERGY CO UNION WBT TO PROV FOR RETIREE LIFE INS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0383250135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1383250137
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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 HEALTH CARE AND OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE FOR RETIREE LIFE INSURANCE AND OTHER BEENFITS
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2CHICAGO
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd260680
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt047224696
IRS990/TotalAssetsEOYAmt052116395
IRS990/TotalAssetsGrp/BOYAmt047224696
IRS990/TotalAssetsGrp/EOYAmt052116395
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01107813
IRS990/TotalGrossUBIAmt02061672
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047224696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052116395
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01107813
IRS990/TotalReportableCompFromOrgAmt05766
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02061672
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02061672
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047224696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052116395
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd060680
IRS990/VotingMembersGoverningBodyCnt00
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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/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSUMERS ENERGY NON-UNION WBT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TO PROVIDE FOR RETIREE LIFE INSURANCE
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0383250623
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/ReturnTs02025-05-06T05:01:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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