Civic Intelligence

Aep'S Umwa Retiree Medical Trust

EIN 46-6831338 • 501(c)9 • Pittsburgh, PA

Profile

To provide benefits to eligible beneficiaries

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

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

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$4,909

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

96th percentile

92%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Up

$57,100,529

Up $5,050,907 (+9.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$57,100,529

Up $5,050,907 (+9.7%) from 2023

Revenue

Up

$2,444,932

Up $1,168,867 (+92%) from 2023

Expenses

Down

$36,995

Down $16,159 (-30%) from 2023

Net Income

Up

$2,407,937

Up $1,185,026 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2013: $20,656,218Liabilities 2013: $0Net Assets 2013: $20,656,2182013Assets 2014: $21,650,436Liabilities 2014: $0Net Assets 2014: $21,650,4362014Assets 2015: $28,974,149Liabilities 2015: $0Net Assets 2015: $28,974,1492015Assets 2016: $31,414,235Liabilities 2016: $0Net Assets 2016: $31,414,2352016Assets 2017: $36,801,767Liabilities 2017: $0Net Assets 2017: $36,801,7672017Assets 2018: $34,849,688Liabilities 2018: $0Net Assets 2018: $34,849,6882018Assets 2019: $42,184,746Liabilities 2019: $0Net Assets 2019: $42,184,7462019Assets 2020: $48,003,101Liabilities 2020: $0Net Assets 2020: $48,003,1012020Assets 2021: $54,471,520Liabilities 2021: $0Net Assets 2021: $54,471,5202021Assets 2022: $45,697,575Liabilities 2022: $0Net Assets 2022: $45,697,5752022Assets 2023: $52,049,622Liabilities 2023: $0Net Assets 2023: $52,049,6222023Assets 2024: $57,100,529Liabilities 2024: $0Net Assets 2024: $57,100,5292024

Highlighted filing

2024

Assets$57,100,529
Liabilities$0
Net Assets$57,100,529

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2013: $19,424,653Expenses 2013: $114,933Net Income 2013: $19,309,7202013Revenue 2014: $506,680Expenses 2014: $17,124Net Income 2014: $489,5562014Revenue 2015: $8,716,819Expenses 2015: $550,038Net Income 2015: $8,166,7812015Revenue 2016: $1,345,838Expenses 2016: $9,477Net Income 2016: $1,336,3612016Revenue 2017: $819,779Expenses 2017: $32,570Net Income 2017: $787,2092017Revenue 2018: $1,357,818Expenses 2018: $23,733Net Income 2018: $1,334,0852018Revenue 2019: $963,834Expenses 2019: $26,142Net Income 2019: $937,6922019Revenue 2020: $824,306Expenses 2020: $28,917Net Income 2020: $795,3892020Revenue 2021: $878,594Expenses 2021: $46,690Net Income 2021: $831,9042021Revenue 2022: $5,815,723Expenses 2022: $39,027Net Income 2022: $5,776,6962022Revenue 2023: $1,276,065Expenses 2023: $53,154Net Income 2023: $1,222,9112023Revenue 2024: $2,444,932Expenses 2024: $36,995Net Income 2024: $2,407,9372024

Highlighted filing

2024

Revenue$2,444,932
Expenses$36,995
Net Income$2,407,937

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.1$0.00$57.1$2.44$0.04$2.41
2023Summary only. Only limited summary data is available for this year.$52.0$0.00$52.0$1.28$0.05$1.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.7$0.00$45.7$5.82$0.04$5.78
2021Summary only. Only limited summary data is available for this year.$54.5$0.00$54.5$0.88$0.05$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$0.00$48.0$0.82$0.03$0.80
2019Summary only. Only limited summary data is available for this year.$42.2$0.00$42.2$0.96$0.03$0.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$1.36$0.02$1.33
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$0.00$36.8$0.82$0.03$0.79
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$0.00$31.4$1.35$0.01$1.34
2015Summary only. Only limited summary data is available for this year.$29.0$0.00$29.0$8.72$0.55$8.17
2014Summary only. Only limited summary data is available for this year.$21.7$0.00$21.7$0.51$0.02$0.49
2013Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$19.4$0.11$19.3
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
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$14,514,944
Mission and Program Overview

Mission

To provide benefits to eligible beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$54,471,520$45,697,575▼ $8,773,945
Investments in Publicly Traded Securities$42,209,834$22,720,295▼ $19,489,539
Investments Other Securities$11,121,479$21,836,113▲ $10,714,634
Savings and Temporary Cash Investments$1,071,638$1,044,996▼ $26,642
Cash and Non-Interest-Bearing Accounts$68,546$92,785▲ $24,239
Accounts Receivable$23$3,386▲ $3,363
Total Assets$54,471,520$45,697,575▼ $8,773,945
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,471,520$45,697,575▼ $8,773,945
Total Liabilities and Net Assets / Fund Balance$54,471,520$45,697,575▼ $8,773,945
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$2,448$2,448
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,815,723
Other Revenue
$0
Change in Net Assets
$5,776,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,579
Salaries, Compensation, and Employee Benefits$2,448
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$33,846--$33,846
Fees for Services Other$2,733--$2,733
Current Officers, Directors, Trustees, and Key Employees$2,448--$2,448
Total Functional Expenses$39,027$0$0$39,027
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI, Section A, Lines 1A & 1B & Part VII

The bank of new york mellon serves as the sole directed trustee of aep's umwa retiree medical trust. The plan sponsor is american electric power service corporation. Aep's umwa retiree medical trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the veba does not have a governing body that exercises discretion.

Form 990 Part VI, Section A & B, Lines 8, 12-15

These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.

Form 990 Part VI, Section B, Line 11B

A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.

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

Average hours per week devoted to positions: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for the aep's umwa retiree medical 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 fees are not based upon hourly basis but are calculated based upon factors such as the

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

Market value of the account and in accordance with the bank of new york mellon's agreement with the american electric power service corporation.

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
AEP'S UMWA RETIREE MEDICAL TRUST
EIN
46-6831338
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342242
Signed
2023-10-23

Organization Details

Formed
2013
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Form 990 Part XII, Line 1

MODIFIED CASH BASIS

Raw XML Appendix271 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt023
IRS990/AccountsReceivableGrp/EOYAmt03386
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE BENEFITS TO ELIGIBLE BENEFICIARIES
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122342242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152535007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt054471520
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt045697575
IRS990/CashNonInterestBearingGrp/BOYAmt068546
IRS990/CashNonInterestBearingGrp/EOYAmt092785
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02448
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02448
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05815723
IRS990/CYOtherExpensesAmt036579
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05776696
IRS990/CYSalariesCompEmpBnftPaidAmt02448
IRS990/CYTotalExpensesAmt039027
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05815723
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE TRUST PROVIDES FUNDING FOR MEDICAL BENEFITS FOR CERTAIN RETIRED EMPLOYEES (AND THEIR DEPENDENTS) OF AMERICAN ELECTRIC POWER COMPANY, INC. AND ITS AFFILIATES THROUGH THE PLANS MAKING UP AMERICAN ELECTRIC POWER UNITED MINE WORKERS OF AMERICA-REPRESENTED EMPLOYEE BENEFITS PLAN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02733
IRS990/FeesForServicesOtherGrp/TotalAmt02733
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt033846
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033846
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02448
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt04800779
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013500000
IRS990/GrossReceiptsAmt014514944
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01014944
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01014944
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011121479
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt021836113
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042209834
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022720295
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08699221
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE BENEFITS TO ELIGIBLE BENEFICIARIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt054471520
IRS990/NetAssetsOrFundBalancesEOYAmt045697575
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04800779
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04800779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14550641
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0878594
IRS990/PYOtherExpensesAmt027253
IRS990/PYRevenuesLessExpensesAmt0831904
IRS990/PYSalariesCompEmpBnftPaidAmt019437
IRS990/PYTotalExpensesAmt046690
IRS990/PYTotalRevenueAmt0878594
IRS990/ReconcilationRevenueExpnssAmt05776696
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01071638
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01044996
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF AEP'S UMWA RETIREE MEDICAL TRUST. THE PLAN SPONSOR IS AMERICAN ELECTRIC POWER SERVICE CORPORATION. AEP'S UMWA RETIREE MEDICAL TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITIONS: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE AEP'S UMWA RETIREE MEDICAL 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 FEES ARE NOT BASED UPON HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH THE AMERICAN ELECTRIC POWER SERVICE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI, SECTION A, LINES 1A & 1B & PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI, SECTION A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VII, SECTION A, LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII, SECTION A, LINE 1A COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0134922641
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1311033833
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MGMT & ADMIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1SALE OF ELECTRIC PWR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMERICAN ELECTRIC POWER SERVICE CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AEP GENERATING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt11 RIVERSIDE PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1COLUMBUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd043215
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd143215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054471520
IRS990/TotalAssetsEOYAmt045697575
IRS990/TotalAssetsGrp/BOYAmt054471520
IRS990/TotalAssetsGrp/EOYAmt045697575
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039027
IRS990/TotalFunctionalExpensesGrp/TotalAmt039027
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054471520
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IRS990/TotalReportableCompFromOrgAmt02448
IRS990/TotalRevenueGrp/ExclusionAmt05815723
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054471520
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045697575
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AEP'S UMWA RETIREE MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UMWA
ReturnHeader/Filer/EIN0466831338
ReturnHeader/Filer/PhoneNum04122342242
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE A MCPEAK
ReturnHeader/ReturnTs02023-11-10T20:00:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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