Civic Intelligence

Talen Energy Bargaining Unit Retiree

EIN 47-7009840 • 501(c)9 • Pittsburgh, PA

Profile

A 501 (c) (9) trust established for the funding and payment of covered retiree medical costs to eligible participants

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

57th percentile

9.0%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

54th percentile

$26,658

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

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

Asset Growth

25th percentile

-0.8%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

92nd percentile

44%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$58,364,266

Down $458,110 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$58,364,266

Down $458,110 (-0.8%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin57th percentile

Revenue

Down

$3,491,317

Down $1,839,747 (-35%) from 2023

Expenses

Up

$3,177,162

Up $2,998,798 (+1681%) from 2023

Net Income

Down

$314,155

Down $4,838,545 (-94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$80M$60M$40M$20M$0Assets 2015: $5,342,260Liabilities 2015: $0Net Assets 2015: $5,342,2602015Assets 2016: $41,508,133Liabilities 2016: $0Net Assets 2016: $41,508,1332016Assets 2017: $47,149,363Liabilities 2017: $0Net Assets 2017: $47,149,3632017Assets 2018: $45,020,327Liabilities 2018: $0Net Assets 2018: $45,020,3272018Assets 2019: $54,718,326Liabilities 2019: $0Net Assets 2019: $54,718,3262019Assets 2020: $60,989,997Liabilities 2020: $0Net Assets 2020: $60,989,9972020Assets 2021: $62,549,800Liabilities 2021: $110,326Net Assets 2021: $62,439,4742021Assets 2022: $54,012,925Liabilities 2022: $343,249Net Assets 2022: $53,669,6762022Assets 2023: $58,822,376Liabilities 2023: $0Net Assets 2023: $58,822,3762023Assets 2024: $58,364,266Liabilities 2024: $0Net Assets 2024: $58,364,2662024

Highlighted filing

2024

Assets$58,364,266
Liabilities$0
Net Assets$58,364,266
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Revenue 2015: $5,521,306Expenses 2015: $5,697Net Income 2015: $5,515,6092015Revenue 2016: $2,612,749Expenses 2016: $243,396Net Income 2016: $2,369,3532016Revenue 2017: $3,695,872Expenses 2017: $977,087Net Income 2017: $2,718,7852017Revenue 2018: $2,700,745Expenses 2018: $656,382Net Income 2018: $2,044,3632018Revenue 2019: $5,298,136Expenses 2019: $108,467Net Income 2019: $5,189,6692019Revenue 2020: $4,036,857Expenses 2020: $130,254Net Income 2020: $3,906,6032020Revenue 2021: $3,888,999Expenses 2021: $179,023Net Income 2021: $3,709,9762021Revenue 2022: $1,838,851Expenses 2022: $180,033Net Income 2022: $1,658,8182022Revenue 2023: $5,331,064Expenses 2023: $178,364Net Income 2023: $5,152,7002023Revenue 2024: $3,491,317Expenses 2024: $3,177,162Net Income 2024: $314,1552024

Highlighted filing

2024

Revenue$3,491,317
Expenses$3,177,162
Net Income$314,155
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$58,364,266
Liabilities
$0
Net assets
$58,364,266
Revenue
$3,491,317
Expenses
$3,177,162
Net income
$314,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$0.00$58.4$3.49$3.18$0.31
2023Summary only. Only limited summary data is available for this year.$58.8$0.00$58.8$5.33$0.18$5.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.0$0.34$53.7$1.84$0.18$1.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.5$0.11$62.4$3.89$0.18$3.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$0.00$61.0$4.04$0.13$3.91
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.7$0.00$54.7$5.30$0.11$5.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.0$0.00$45.0$2.70$0.66$2.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.1$0.00$47.1$3.70$0.98$2.72
2016Summary only. Only limited summary data is available for this year.$41.5$0.00$41.5$2.61$0.24$2.37
2015Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$5.52$0.01$5.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$43,848,730
Mission and Program Overview

Mission

A 501 (c) (9) trust established for the funding and payment of covered retiree medical costs to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$58,822,377$58,364,266▼ $458,111
Investments in Publicly Traded Securities$56,595,814$57,330,747▲ $734,933
Savings and Temporary Cash Investments$1,922,104$727,755▼ $1,194,349
Accounts Receivable$202,051$218,060▲ $16,009
Cash and Non-Interest-Bearing Accounts$102,408$87,704▼ $14,704
Total Assets$58,822,377$58,364,266▼ $458,111
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,822,377$58,364,266▼ $458,111
Total Liabilities and Net Assets / Fund Balance$58,822,377$58,364,266▼ $458,111
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$26,658$26,658
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,325,326
Investment Income
$2,165,991
Other Revenue
$0
Change in Net Assets
$314,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,582
Salaries, Compensation, and Employee Benefits$26,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,868,922--$2,868,922
Other Expenses$106,949--$106,949
Fees for Service Investment Mgmnt Fees$81,033--$81,033
Fees for Services Other$65,410--$65,410
Fees for Services Accounting$28,190--$28,190
Current Officers, Directors, Trustees, and Key Employees$26,658--$26,658
Total Functional Expenses$3,177,162$0$0$3,177,162
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

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is talen energy supply llc. The 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 B, Line 11B

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

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

“Not applicable to this organization, as it is a 501(c)(9) trust (voluntary employee beneficiary association). Additionally, it does not have any employees, therefore no processes related to employee compensation.”

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

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for talen energy bargaining unit retiree health plan tr. These services require numerous individual bank employees/involvement in the activities of the organization and thus cannot be quantified on an hourly basis.”

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

“Therefore, the trustee fees are not based upon an 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 talen energy supply llc.”

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
Talen Energy Bargaining Unit Retiree
EIN
47-7009840
Phone
4122342245
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342245
Signed
2025-11-10

Organization Details

Formed
2015
Legal Domicile
Pa
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
Lakrisha J Castleberry
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix280 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
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IRS990/AccountsReceivableGrp/BOYAmt0202051
IRS990/AccountsReceivableGrp/EOYAmt0218060
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE MEDICAL COSTS TO ELIGIBLE PARTICIPANTS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02868922
IRS990/BenefitsToMembersGrp/TotalAmt02868922
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/ZIPCd0152435007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt058822377
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt058364266
IRS990/CashNonInterestBearingGrp/BOYAmt0102408
IRS990/CashNonInterestBearingGrp/EOYAmt087704
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt026658
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt026658
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02868922
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02165991
IRS990/CYOtherExpensesAmt0281582
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01325326
IRS990/CYRevenuesLessExpensesAmt0314155
IRS990/CYSalariesCompEmpBnftPaidAmt026658
IRS990/CYTotalExpensesAmt03177162
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03491317
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE MEDICAL COSTS TO ELIGIBLE PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt028190
IRS990/FeesForServicesAccountingGrp/TotalAmt028190
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt065410
IRS990/FeesForServicesOtherGrp/TotalAmt065410
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt081033
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt081033
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/ReportableCompFromOrgAmt026658
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-48522
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt040308891
IRS990/GrossReceiptsAmt043848730
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02183908
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt030605
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02214513
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt056595814
IRS990/InvestmentsPubTradedSecGrp/EOYAmt057330747
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt040357413
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE MEDICAL COSTS TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt058822377
IRS990/NetAssetsOrFundBalancesEOYAmt058364266
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-48522
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-48522
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-772266
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0106949
IRS990/OtherExpensesGrp/TotalAmt0106949
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CONSENT FEE INCOME
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01325326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01325326
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01202832
IRS990/PYOtherExpensesAmt0157582
IRS990/PYOtherRevenueAmt04317
IRS990/PYProgramServiceRevenueAmt01220788
IRS990/PYRevenuesLessExpensesAmt02249573
IRS990/PYSalariesCompEmpBnftPaidAmt020782
IRS990/PYTotalExpensesAmt0178364
IRS990/PYTotalRevenueAmt02427937
IRS990/ReconcilationRevenueExpnssAmt0314155
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01922104
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0727755
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS TALEN ENERGY SUPPLY LLC. THE 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/ExplanationTxt1A COMPLETE ELECTRONIC COPY OF THE TRUST'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE TO THIS ORGANIZATION, AS IT IS A 501(C)(9) TRUST (VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION). ADDITIONALLY, IT DOES NOT HAVE ANY EMPLOYEES, THEREFORE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES/INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN 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 TALEN ENERGY SUPPLY LLC.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
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/EIN0233074920
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0TALEN ENERGY SUPPLY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0835 HAMILTON ST SUITE 150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ALLENTOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd018101
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/TotalAssetsBOYAmt058822377
IRS990/TotalAssetsEOYAmt058364266
IRS990/TotalAssetsGrp/BOYAmt058822377
IRS990/TotalAssetsGrp/EOYAmt058364266
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03177162
IRS990/TotalFunctionalExpensesGrp/TotalAmt03177162
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058822377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058364266
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01325326
IRS990/TotalReportableCompFromOrgAmt026658
IRS990/TotalRevenueGrp/ExclusionAmt02135386
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01355931
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03491317
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058822377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058364266
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152435007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342245
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TALEN ENERGY BARGAINING UNIT RETIREE
ReturnHeader/Filer/BusinessNameControlTxt0TALE
ReturnHeader/Filer/EIN0477009840
ReturnHeader/Filer/PhoneNum04122342245
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAKRISHA J CASTLEBERRY
ReturnHeader/ReturnTs02025-11-15T11:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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