Civic Intelligence

Enbridge Employee Services Inc Welfare Benefit Plans Trust

EIN 39-1669331 • 501(c)9 • Pittsburgh, PA

Profile

The veba exists for the exclusive purpose of funding hospital/medical dental and life insurance benefits for eligible active employees retirees and their eligible dependents.

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

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

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

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

45th percentile

$10,725

Higher top officer pay than 45% of similar nonprofits.

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

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

Asset Growth

95th percentile

27%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

86th percentile

66%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$168,067,471

Up $35,459,398 (+27%) from 2023

Liabilities

Up

$337

Up $337 from 2023

Net Assets

Up

$168,067,134

Up $35,459,061 (+27%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin81st percentile

Revenue

Up

$119,548,042

Up $47,464,566 (+66%) from 2023

Expenses

Up

$84,551,618

Up $12,553,935 (+17%) from 2023

Net Income

Up

$34,996,424

Up $34,910,631 (+40692%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$200M$150M$100M$50M$0Assets 2010: $60,785,209Liabilities 2010: $0Net Assets 2010: $60,785,2092010Assets 2011: $67,723,493Liabilities 2011: $0Net Assets 2011: $67,723,4932011Assets 2012: $82,647,245Liabilities 2012: $0Net Assets 2012: $82,647,2452012Assets 2013: $92,593,020Liabilities 2013: $0Net Assets 2013: $92,593,0202013Assets 2014: $97,212,717Liabilities 2014: $0Net Assets 2014: $97,212,7172014Assets 2015: $94,728,383Liabilities 2015: $124,941Net Assets 2015: $94,603,4422015Assets 2016: $98,950,979Liabilities 2016: $0Net Assets 2016: $98,950,9792016Assets 2017: $107,468,854Liabilities 2017: $0Net Assets 2017: $107,468,8542017Assets 2018: $98,178,162Liabilities 2018: $0Net Assets 2018: $98,178,1622018Assets 2019: $97,042,732Liabilities 2019: $0Net Assets 2019: $97,042,7322019Assets 2020: $104,862,719Liabilities 2020: $0Net Assets 2020: $104,862,7192020Assets 2021: $140,384,426Liabilities 2021: $0Net Assets 2021: $140,384,4262021Assets 2022: $127,590,038Liabilities 2022: $0Net Assets 2022: $127,590,0382022Assets 2023: $132,608,073Liabilities 2023: $0Net Assets 2023: $132,608,0732023Assets 2024: $168,067,471Liabilities 2024: $337Net Assets 2024: $168,067,1342024

Highlighted filing

2024

Assets$168,067,471
Liabilities$337
Net Assets$168,067,134
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$150M$100M$50M$0Revenue 2010: $41,978,561Expenses 2010: $25,649,863Net Income 2010: $16,328,6982010Expenses 2011: $29,679,3282011Expenses 2012: $30,942,3972012Revenue 2013: $45,265,643Expenses 2013: $37,329,240Net Income 2013: $7,936,4032013Revenue 2014: $47,643,118Expenses 2014: $42,444,259Net Income 2014: $5,198,8592014Revenue 2015: $46,249,032Expenses 2015: $42,913,888Net Income 2015: $3,335,1442015Revenue 2016: $47,226,929Expenses 2016: $41,750,533Net Income 2016: $5,476,3962016Revenue 2017: $45,352,759Expenses 2017: $40,399,924Net Income 2017: $4,952,8352017Revenue 2018: $34,199,079Expenses 2018: $31,891,261Net Income 2018: $2,307,8182018Revenue 2019: $41,697,163Expenses 2019: $34,045,649Net Income 2019: $7,651,5142019Revenue 2020: $32,239,467Expenses 2020: $27,118,759Net Income 2020: $5,120,7082020Revenue 2021: $103,097,637Expenses 2021: $64,340,835Net Income 2021: $38,756,8022021Revenue 2022: $76,731,208Expenses 2022: $71,771,094Net Income 2022: $4,960,1142022Revenue 2023: $72,083,476Expenses 2023: $71,997,683Net Income 2023: $85,7932023Revenue 2024: $119,548,042Expenses 2024: $84,551,618Net Income 2024: $34,996,4242024

Highlighted filing

2024

Revenue$119,548,042
Expenses$84,551,618
Net Income$34,996,424
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$168,067,471
Liabilities
$337
Net assets
$168,067,134
Revenue
$119,548,042
Expenses
$84,551,618
Net income
$34,996,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$168$0.00$168$120$84.6$35.0
2023Detailed filing. Detailed filing data is available for this year.$133$0.00$133$72.1$72.0$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$0.00$128$76.7$71.8$4.96
2021Detailed filing. Detailed filing data is available for this year.$140$0.00$140$103$64.3$38.8
2020Detailed filing. Detailed filing data is available for this year.$105$0.00$105$32.2$27.1$5.12
2019Detailed filing. Detailed filing data is available for this year.$97.0$0.00$97.0$41.7$34.0$7.65
2018Detailed filing. Detailed filing data is available for this year.$98.2$0.00$98.2$34.2$31.9$2.31
2017Detailed filing. Detailed filing data is available for this year.$107$0.00$107$45.4$40.4$4.95
2016Detailed filing. Detailed filing data is available for this year.$99.0$0.00$99.0$47.2$41.8$5.48
2015Detailed filing. Detailed filing data is available for this year.$94.7$0.12$94.6$46.2$42.9$3.34
2014Detailed filing. Detailed filing data is available for this year.$97.2$0.00$97.2$47.6$42.4$5.20
2013Detailed filing. Detailed filing data is available for this year.$92.6$0.00$92.6$45.3$37.3$7.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.6$0.00$82.6$30.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.7$0.00$67.7$29.7
2010Summary only. Only limited summary data is available for this year.$60.8$0.00$60.8$42.0$25.6$16.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$304,004,165
Mission and Program Overview

Mission

The veba exists for the exclusive purpose of funding hospital/medical dental and life insurance benefits for eligible active employees retirees and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$132,608,073$168,067,134▲ $35,459,061
Investments in Publicly Traded Securities$87,111,273$119,799,034▲ $32,687,761
Savings and Temporary Cash Investments$45,496,800$48,583,183▲ $3,086,383
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Cash and Non-Interest-Bearing Accounts$0$-314,746▼ $314,746
Total Assets$132,608,073$168,067,471▲ $35,459,398
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$337▲ $337
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$337▲ $337
Net Assets / Fund Balance
Total Net Assets Fund Balance$132,608,073$168,067,134▲ $35,459,061
Total Liabilities and Net Assets / Fund Balance$132,608,073$168,067,471▲ $35,459,398
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee - See Sch O$10,725$10,725

Board Members and Trustees

NameTitle
Rick GreenawaltPresident
Karen RadfordDirector
Stephen J WuoriDirector
Terrance L McgillDirector
Bruce a StevensonVP & Secretary
Chris KaitsonVP-law & Assistant Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
BcbsAdministration120 FIFTH AVE, Pittsburgh, PA 15222$5,866,697
CaremarkAdministrationONE CVS DRIVE, Woonsocket, RI 02895$445,083
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,288,804
Investment Income
$11,259,238
Other Revenue
$0
Change in Net Assets
$34,996,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,099,871
Salaries, Compensation, and Employee Benefits$10,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$63,441,022
Other Expenses---$143,139
Fees for Service Investment Mgmnt Fees---$27,930
Comp Disqual Persons---$10,725
Total Functional Expenses$0$0$0$84,551,618
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI Section A Line 7B

“The decisions of the governing body are subject to the approval of the officers of enbridge employee service, inc.”

Form 990, Part VI Line 11B

“A complete electronic copy of the form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Part VI Line 12

“Officers and directors annually certify that they have complied with policies; random audits are conducted; training is provided and a hotline is available to report issues.”

Form 990, Part VI Line 15 A & B

“The trust does not have any employees, therefore no processes related to employee compensation have been put in place.”

Form 990, Part VI Section C Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

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 enbridge employees services, inc. Welfare benefit plans 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 hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with enbridge employees services, inc. Welfare benefit plans trust.”

Filing and Contact Details

Filer

Filer Name
Enbridge Employee Services Inc Welfare
EIN
39-1669331
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly Paletta
Title
SVP, Bnym, as Truste
Phone
4122342242
Signed
2025-11-13

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1988
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Lindsey Pigg
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XI Line 9

“Book to tax difference from partnership investments ($5,149,602)”

Form 990, Part XII Line 1

“MODIFIED CASH BASIS”

Raw XML AppendixShowing 400 of 478 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.

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IRS990/OtherExpensesGrp/TotalAmt21381000
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IRS990/ProgSrvcAccomActy2Grp/Desc0GROUP TERM LIFE INSURANCE - THE PROGRAM ENABLES ELIGIBLE EMPLOYEES TO PROVIDE LIFE INSURANCE BENEFITS TO BENEFICIARIES UPON THEIR DEATH.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ST LAWRENCE GAS PLAN - THE PROGRAM ENABLES ELIGIBLE RETIRED EMPLOYEES TO DEFRAY THE COSTS OF MEDICAL AND DENTAL TREATMENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE OFFICERS OF ENBRIDGE EMPLOYEE SERVICE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE ELECTRONIC COPY OF THE FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS ANNUALLY CERTIFY THAT THEY HAVE COMPLIED WITH POLICIES; RANDOM AUDITS ARE CONDUCTED; TRAINING IS PROVIDED AND A HOTLINE IS AVAILABLE TO REPORT ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION HAVE BEEN PUT IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVERAGE HOURS PER WEEK DEVOTED TO POSITIONS: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR ENBRIDGE EMPLOYEES SERVICES, INC. WELFARE BENEFIT PLANS 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 HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH ENBRIDGE EMPLOYEES SERVICES, INC. WELFARE BENEFIT PLANS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK TO TAX DIFFERENCE FROM PARTNERSHIP INVESTMENTS ($5,149,602)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI SECTION A LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI LINE 15 A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII LINE 1
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C CORPORATION
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct10.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Employee Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1NATL GAS DIST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ENBRIDGE EMPLOYEE SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ST LAWRENCE GAS COMPANY INC
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01100 LOUISIANA SUITE 3300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt133 STEARNS STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1MASSENA
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