Civic Intelligence

Transcanada USA Cpg Union Post-65

990 • Fiscal year 2022 • EIN 61-1760846

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 17, 2023

Organization ProfileN/A
700 Louisiana Street 700Houston, TX 77002-2761

(587) 933-3185

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

5th percentile

-61%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

49th percentile

-6.2%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2022

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$49,335,095

Down $10,486,258 (-18%) from 2019

Net Assets

Down

$49,335,095

Down $10,419,899 (-17%) from 2019

Liabilities

Down

$0

Down $66,359 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin5th percentile

Revenue

Down

$1,350,528

Down $616,988 (-31%) from 2019

Expenses

Up

$2,172,345

Up $1,821,562 (+519%) from 2019

Net Income

Down

-$821,817

Down $2,438,550 (-151%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$60M$40M$20M$0Assets 2015: $45,210,335Liabilities 2015: $36,588Net Assets 2015: $45,173,7472015Assets 2016: $47,571,503Liabilities 2016: $39,801Net Assets 2016: $47,531,7022016Assets 2017: $54,449,170Liabilities 2017: $60,172Net Assets 2017: $54,388,9982017Assets 2018: $52,702,407Liabilities 2018: $69,217Net Assets 2018: $52,633,1902018Assets 2019: $59,821,353Liabilities 2019: $66,359Net Assets 2019: $59,754,9942019Assets 2022: $49,335,095Liabilities 2022: $0Net Assets 2022: $49,335,0952022Assets 2023: $51,552,086Liabilities 2023: $69,778Net Assets 2023: $51,482,3082023Assets 2024: $51,207,844Liabilities 2024: $78,139Net Assets 2024: $51,129,7052024

Highlighted filing

2022

Assets$49,335,095
Liabilities$0
Net Assets$49,335,095
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $1,562,411Expenses 2015: $158,965Net Income 2015: $1,403,4462015Revenue 2016: $1,459,833Expenses 2016: $764,598Net Income 2016: $695,2352016Revenue 2017: $14,692,181Expenses 2017: $559,198Net Income 2017: $14,132,9832017Revenue 2018: $1,970,491Expenses 2018: $360,700Net Income 2018: $1,609,7912018Revenue 2019: $1,967,516Expenses 2019: $350,783Net Income 2019: $1,616,7332019Revenue 2022: $1,350,528Expenses 2022: $2,172,345Net Income 2022: -$821,8172022Revenue 2023: $1,788,689Expenses 2023: $1,993,596Net Income 2023: -$204,9072023Revenue 2024: $1,221,964Expenses 2024: $971,603Net Income 2024: $250,3612024

Highlighted filing

2022

Revenue$1,350,528
Expenses$2,172,345
Net Income-$821,817
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$2,174,067
Mission and Program Overview

Mission

Provide life and medical insurance benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$64,642,366$49,335,095▼ $15,307,271
Investments in Publicly Traded Securities$63,998,152$48,864,146▼ $15,134,006
Savings and Temporary Cash Investments$644,214$469,226▼ $174,988
Accounts Receivable$59,984$1,723▼ $58,261
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,702,350$49,335,095▼ $15,367,255
Liabilities
Accounts Payable and Accrued Expenses$59,984--
Total Liabilities$59,984$0▼ $59,984
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,642,366$49,335,095▼ $15,307,271
Total Liabilities and Net Assets / Fund Balance$64,702,350$49,335,095▼ $15,367,255
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Craig RutkunasChair
Joshua GibbonChair
Burton ColeCommittee Member
Jason BrianCommittee Member
Jayson AntolinCommittee Member
Sam KhuberCommittee Member
Kimberly HillCommittee Member (until 01/22)
Stephanie ParisCommittee Member (until 03/22)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,339,823
Other Revenue
$10,705
Change in Net Assets
$-821,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,130,240
Fees for Service Investment Mgmnt Fees---$24,648
Fees for Services Accounting---$17,457
Total Functional Expenses$0$0$0$2,172,345
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
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The completed form 990 is provided to certain agents of the plan administrator and the sponsor of the trust funds. They review the form and discuss any matters about which they are uncertain. Upon completion of the review, the form is approved and submitted to the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Each associate is required to read and acknowledge receipt of the company's code of conduct on an annual basis. In addition, an on-line learning management system ensures that course work is assigned throughout the year to reinforce the tenets of the company's code of conduct, including conflicts of interest. An ethics and compliance hotline is maintained to provide a 24 hour, independently operated service to report matters to the ethics and compliance department.”

Form 990, Part VI, Section C, Line 19

“A summary plan description, code of conduct and plan financial statements are available upon request at the office of the plan sponsor.”

Filing and Contact Details

Filer

Filer Name
Transcanada USA Cpg Union Post-65
EIN
61-1760846
Phone
5879333185
Address
700 LOUISIANA STREET 700, HOUSTON, TX 77002-2761

Signing Officer

Name
Craig Rutkunas
Title
Committee Member
Phone
5879333185
Signed
2023-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Rutkunas
Formed
2015
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Kpmg Llp
Address
8350 BROAD STREET SUITE 900, MCLEAN, VA 22102
Preparer
Brian Kearns
Phone
7032868000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII - FINANCIAL STATEMENTS:

“The activity of the trust is audited at the plan level and not at the trust level. The audit of the plan is prepared in accordance with generally accepted accounting principles and may include more than one trust which participate in the plan.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan will timely file form 5500, annual return/report of employee benefit plan, which is subject to examination by the irs until the applicable statute of limitations expires. The statute of limitations for form 5500 is three years from the later of the due date for filing form 5500 or the actual filing date.”

Raw XML Appendix346 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt059984
IRS990/AccountsReceivableGrp/BOYAmt059984
IRS990/AccountsReceivableGrp/EOYAmt01723
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt02130240
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CRAIG RUTKUNAS
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt0450 1ST ST SW
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0CALGARY ALBERTA
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0CA
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0T2P 5H1
IRS990/BooksInCareOfDetail/PhoneNum05879333185
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02130240
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01339823
IRS990/CYOtherExpensesAmt042105
IRS990/CYOtherRevenueAmt010705
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-821817
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02172345
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01350528
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt017457
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024648
IRS990/ForeignActivitiesInd00
IRS990/ForeignAddress/AddressLine1Txt0450 1ST ST SW
IRS990/ForeignAddress/CityNm0CALGARY
IRS990/ForeignAddress/CountryCd0CA
IRS990/ForeignAddress/ForeignPostalCd0T2P5H1
IRS990/ForeignAddress/ProvinceOrStateNm0ALBERTA
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG RUTKUNAS
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE PARIS
IRS990/Form990PartVIISectionAGrp/PersonNm2BURTON COLE
IRS990/Form990PartVIISectionAGrp/PersonNm3JAYSON ANTOLIN
IRS990/Form990PartVIISectionAGrp/PersonNm4SAM KHUBER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSHUA GIBBON
IRS990/Form990PartVIISectionAGrp/PersonNm6KIMBERLY HILL
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON BRIAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER (UNTIL 03/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMITTEE MEMBER (UNTIL 01/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0129712
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0953251
IRS990/GrossReceiptsAmt02174067
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01210111
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01210111
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt063998152
IRS990/InvestmentsPubTradedSecGrp/EOYAmt048864146
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0823539
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt064642366
IRS990/NetAssetsOrFundBalancesEOYAmt049335095
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0129712
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0129712
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14485454
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0BENEFIT PMT REDEPOSITS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010705
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010705
IRS990/OtherRevenueTotalAmt010705
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CRAIG RUTKUNAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02006386
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01706313
IRS990/PYOtherExpensesAmt039380
IRS990/PYOtherRevenueAmt09417
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-330036
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02045766
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01715730
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-821817
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt064642366
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049335095
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0644214
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0469226
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN WILL TIMELY FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WHICH IS SUBJECT TO EXAMINATION BY THE IRS UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. THE STATUTE OF LIMITATIONS FOR FORM 5500 IS THREE YEARS FROM THE LATER OF THE DUE DATE FOR FILING FORM 5500 OR THE ACTUAL FILING DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PROVIDED TO CERTAIN AGENTS OF THE PLAN ADMINISTRATOR AND THE SPONSOR OF THE TRUST FUNDS. THEY REVIEW THE FORM AND DISCUSS ANY MATTERS ABOUT WHICH THEY ARE UNCERTAIN. UPON COMPLETION OF THE REVIEW, THE FORM IS APPROVED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH ASSOCIATE IS REQUIRED TO READ AND ACKNOWLEDGE RECEIPT OF THE COMPANY'S CODE OF CONDUCT ON AN ANNUAL BASIS. IN ADDITION, AN ON-LINE LEARNING MANAGEMENT SYSTEM ENSURES THAT COURSE WORK IS ASSIGNED THROUGHOUT THE YEAR TO REINFORCE THE TENETS OF THE COMPANY'S CODE OF CONDUCT, INCLUDING CONFLICTS OF INTEREST. AN ETHICS AND COMPLIANCE HOTLINE IS MAINTAINED TO PROVIDE A 24 HOUR, INDEPENDENTLY OPERATED SERVICE TO REPORT MATTERS TO THE ETHICS AND COMPLIANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A SUMMARY PLAN DESCRIPTION, CODE OF CONDUCT AND PLAN FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ACTIVITY OF THE TRUST IS AUDITED AT THE PLAN LEVEL AND NOT AT THE TRUST LEVEL. THE AUDIT OF THE PLAN IS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAY INCLUDE MORE THAN ONE TRUST WHICH PARTICIPATE IN THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII - FINANCIAL STATEMENTS:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0980460263
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY INFRASTRUCTURE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0TRANSCANADA USA SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0700 LOUISIANA STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0770022761
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt064702350
IRS990/TotalAssetsEOYAmt049335095
IRS990/TotalAssetsGrp/BOYAmt064702350
IRS990/TotalAssetsGrp/EOYAmt049335095
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02172345
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt059984
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt059984
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064642366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049335095
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01350528
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01350528
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064702350
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049335095
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG RUTKUNAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05879333185
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSCANADA USA CPG UNION POST-65
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE MEDICAL BENEFITS VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0611760846
ReturnHeader/Filer/PhoneNum05879333185
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 LOUISIANA STREET 700
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770022761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08350 BROAD STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07032868000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN KEARNS
ReturnHeader/ReturnTs02023-11-01T14:41:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTKUNAS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,335,095
Liabilities
$0
Net assets
$49,335,095
Revenue
$1,350,528
Expenses
$2,172,345
Net income
-$821,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.2$0.08$51.1$1.22$0.97$0.25
2023Summary only. Only limited summary data is available for this year.$51.6$0.07$51.5$1.79$1.99$0.20
2022Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$1.35$2.17$0.82
2019Summary only. Only limited summary data is available for this year.$59.8$0.07$59.8$1.97$0.35$1.62
2018Summary only. Only limited summary data is available for this year.$52.7$0.07$52.6$1.97$0.36$1.61
2017Summary only. Only limited summary data is available for this year.$54.4$0.06$54.4$14.7$0.56$14.1
2016Summary only. Only limited summary data is available for this year.$47.6$0.04$47.5$1.46$0.76$0.70
2015Summary only. Only limited summary data is available for this year.$45.2$0.04$45.2$1.56$0.16$1.40