Civic Intelligence

Talen Energy Bargaining Unit Retiree Group Life Ins Plan Tr

990 • Fiscal year 2020 • EIN 47-7012700

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 09, 2021

Organization ProfileN/A
C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

(412) 236-7175

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$3,425

Higher top officer pay than 57% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.6%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

25%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,234,588

Up $513,706 (+7.6%) from 2019

Net Assets

Up

$7,234,588

Up $513,706 (+7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin55th percentile

Revenue

Up

$599,037

Up $118,362 (+25%) from 2019

Expenses

Up

$558,894

Up $55,766 (+11%) from 2019

Net Income

Up

$40,143

Up $62,596 (+279%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2015: $38,036,382Liabilities 2015: $0Net Assets 2015: $38,036,3822015Assets 2016: $5,763,345Liabilities 2016: $0Net Assets 2016: $5,763,3452016Assets 2017: $6,478,124Liabilities 2017: $0Net Assets 2017: $6,478,1242017Assets 2018: $5,819,347Liabilities 2018: $0Net Assets 2018: $5,819,3472018Assets 2019: $6,720,882Liabilities 2019: $0Net Assets 2019: $6,720,8822019Assets 2020: $7,234,588Liabilities 2020: $0Net Assets 2020: $7,234,5882020Assets 2021: $7,387,705Liabilities 2021: $13,321Net Assets 2021: $7,374,3842021Assets 2022: $5,087,433Liabilities 2022: $16,720Net Assets 2022: $5,070,7132022Assets 2024: $4,826,747Liabilities 2024: $0Net Assets 2024: $4,826,7472024

Highlighted filing

2020

Assets$7,234,588
Liabilities$0
Net Assets$7,234,588
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MRevenue 2015: $39,657,215Expenses 2015: $7,998Net Income 2015: $39,649,2172015Revenue 2016: $338,921Expenses 2016: $57,920Net Income 2016: $281,0012016Revenue 2017: $627,501Expenses 2017: $184,322Net Income 2017: $443,1792017Revenue 2018: $335,087Expenses 2018: $323,882Net Income 2018: $11,2052018Revenue 2019: $480,675Expenses 2019: $503,128Net Income 2019: -$22,4532019Revenue 2020: $599,037Expenses 2020: $558,894Net Income 2020: $40,1432020Revenue 2021: $797,505Expenses 2021: $646,669Net Income 2021: $150,8362021Revenue 2022: $302,458Expenses 2022: $644,955Net Income 2022: -$342,4972022Revenue 2024: $308,973Expenses 2024: $732,833Net Income 2024: -$423,8602024

Highlighted filing

2020

Revenue$599,037
Expenses$558,894
Net Income$40,143
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 9, 2021
Return Version
2020v4.1
Gross Receipts
$988,972
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,720,882$7,234,588▲ $513,706
Investments in Publicly Traded Securities$6,666,459$7,194,418▲ $527,959
Savings and Temporary Cash Investments$54,362$40,169▼ $14,193
Accounts Receivable$61$1▼ $60
Total Assets$6,720,882$7,234,588▲ $513,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,720,882$7,234,588▲ $513,706
Total Liabilities and Net Assets / Fund Balance$6,720,882$7,234,588▲ $513,706
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$3,425$3,425
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$599,037
Other Revenue
$0
Change in Net Assets
$40,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,173
Salaries, Compensation, and Employee Benefits$3,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$532,296--$532,296
Fees for Services Accounting$12,400--$12,400
Fees for Services Other$5,841--$5,841
Fees for Service Investment Mgmnt Fees$4,932--$4,932
Current Officers, Directors, Trustees, and Key Employees$3,425--$3,425
Total Functional Expenses$558,894$0$0$558,894
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 group life ins 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
47-7012700
Phone
4122367175
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Brent Heintzelman Vp
Title
Bnym, Trustee
Phone
4122367175
Signed
2021-06-09

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
Stephanie F Lew
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix262 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/BOYAmt061
IRS990/AccountsReceivableGrp/EOYAmt01
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE LIFE INSURANCE COSTS TO ELIGIBLE PARTICIPANTS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0532296
IRS990/BenefitsToMembersGrp/TotalAmt0532296
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122367175
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152435007
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03425
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03425
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0532296
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0599037
IRS990/CYOtherExpensesAmt023173
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040143
IRS990/CYSalariesCompEmpBnftPaidAmt03425
IRS990/CYTotalExpensesAmt0558894
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0599037
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE LIFE INSURANCE COSTS TO ELIGIBLE PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012400
IRS990/FeesForServicesAccountingGrp/TotalAmt012400
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05841
IRS990/FeesForServicesOtherGrp/TotalAmt05841
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04932
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04932
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0432606
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0822541
IRS990/GrossReceiptsAmt0988972
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0162044
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166431
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06666459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07194418
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0389935
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 LIFE INSURANCE COSTS TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06720882
IRS990/NetAssetsOrFundBalancesEOYAmt07234588
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0432606
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0432606
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0473563
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/PYBenefitsPaidToMembersAmt0480743
IRS990/PYInvestmentIncomeAmt0480675
IRS990/PYOtherExpensesAmt019622
IRS990/PYRevenuesLessExpensesAmt0-22453
IRS990/PYSalariesCompEmpBnftPaidAmt02763
IRS990/PYTotalExpensesAmt0503128
IRS990/PYTotalRevenueAmt0480675
IRS990/ReconcilationRevenueExpnssAmt040143
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054362
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040169
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 GROUP LIFE INS 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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0233074920
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY COMPANY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0835 HAMILTON ST SUITE 150
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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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
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IRS990/TotalAssetsEOYAmt07234588
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0558894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06720882
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt0594650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04387
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0599037
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06720882
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07234588
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TALEN ENERGY BARGAINING UNIT RETIREE
ReturnHeader/Filer/BusinessNameControlTxt0TALE
ReturnHeader/Filer/EIN0477012700
ReturnHeader/Filer/PhoneNum04122367175
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
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/PreparationDt02021-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE F LEW
ReturnHeader/ReturnTs02021-11-15T07:00:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,234,588
Liabilities
$0
Net assets
$7,234,588
Revenue
$599,037
Expenses
$558,894
Net income
$40,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.00$4.83$0.31$0.73$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.02$5.07$0.30$0.64$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.01$7.37$0.80$0.65$0.15
2020Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.60$0.56$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.00$6.72$0.48$0.50$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.34$0.32$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.63$0.18$0.44
2016Summary only. Only limited summary data is available for this year.$5.76$0.00$5.76$0.34$0.06$0.28
2015Summary only. Only limited summary data is available for this year.$38.0$0.00$38.0$39.7$0.01$39.6