Liabilities / Assets
23rd percentile
Tied with the lowest-debt nonprofits in its peer group.
American Electric Power System Retiree Medical Benefit Trust
990 • Fiscal year 2019 • EIN 75-2472686
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
23rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
41st percentile
Higher top officer pay than 41% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
14th percentile
Faster revenue growth than 14% of similar nonprofits.
Balance Sheet
Assets
Up$645,593,248
Up $100,816,637 (+19%) from 2018
Net Assets
Up$645,593,248
Up $101,244,901 (+19%) from 2018
Liabilities
Down$0
Down $428,264 (-100%) from 2018
Revenue And Expenses
Revenue
Down$59,843,141
Down $19,845,067 (-25%) from 2018
Expenses
Down$44,708,559
Down $32,502,779 (-42%) from 2018
Net Income
Up$15,134,582
Up $12,657,712 (+511%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Nov 11, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $99,139,072
Mission and Program Overview
Mission
The trust continues to hold, invest and reinvest its assets to accumulate amounts that will be used to provide benefits for current and future participants (and their dependents)
The trust continues to hold, invest, and reinvest its assets to accumultate amts. That will be used to provide benefits for current and future participants (and their dependents)
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $544,348,347 | $645,593,248 | ▲ $101,244,901 |
| Investments in Publicly Traded Securities | $306,152,305 | $422,017,636 | ▲ $115,865,331 |
| Investments Other Securities | $204,677,877 | $212,799,916 | ▲ $8,122,039 |
| Savings and Temporary Cash Investments | $33,600,562 | $10,490,353 | ▼ $23,110,209 |
| Accounts Receivable | $345,867 | $285,343 | ▼ $60,524 |
| Cash and Non-Interest-Bearing Accounts | $0 | $0 | → $0 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Intangible Assets | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Prepaid Expenses and Deferred Charges | $0 | $0 | → $0 |
| Total Assets | $544,776,611 | $645,593,248 | ▲ $100,816,637 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $428,264 | $0 | ▼ $428,264 |
| Grants Payable | $0 | $0 | → $0 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Other Liabilities | $0 | $0 | → $0 |
| Deferred Revenue | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $428,264 | $0 | ▼ $428,264 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $544,348,347 | $645,593,248 | ▲ $101,244,901 |
| Total Liabilities and Net Assets / Fund Balance | $544,776,611 | $645,593,248 | ▲ $100,816,637 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $212,799,916 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Base | Total |
|---|---|---|---|
| The Bank of New York M | Trustee (see Sch O) | $36,938 | $36,938 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Medco | Administration | ONE EXPRESS WAY, St Louis, MO 63121 | $1,756,347 |
| Anthem | Administration | 6740 N HIGH STREET, Worthington, OH 43085 | $957,554 |
| Prudential | Administration | 751 Broad Street, Newark, NJ 07102 | $474,185 |
| Mercer | Administration | 1166 AVENUE OF THE AMERICAS, New York, NY 10036 | $406,394 |
| Aetna | Administration | 7400 West Campus Drive, New Albany, OH 43054 | $318,620 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $26,870,194
- Investment Income
- $8,417,931
- Other Revenue
- $24,555,016
- Change in Net Assets
- $15,134,582
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $17,066,219 |
| Salaries, Compensation, and Employee Benefits | $36,938 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $27,605,402 |
| Other Expenses | - | - | - | $288,170 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $186,684 |
| Fees for Services Other | - | - | - | $151,716 |
| Fees for Services Accounting | - | - | - | $119,650 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $36,938 |
| Total Functional Expenses | $0 | $0 | $0 | $44,708,559 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- 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 n.a. Serves as sole directed trustee of the american electric power system retiree medical benefit trust. The plan sponsor is american electric power service corporation. 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 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 form 990 was provided to the trustee for review prior to filing with the irs.”
Form 990, Part VI Section C Line 19
“As a 501 (c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”
Form 990, Part VII Section A Line 1A Column (B)
“Average hours per week devoted to positions: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for the american electric power system retiree medical benefit trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore the trustee's fees are not based upon hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with american electric power service corporation.”
Filing and Contact Details
Filer
- Filer Name
- American Electric Power System Retiree
- EIN
- 75-2472686
- In Care Of
- % THE BANK OF NEW YORK MELLON
- Phone
- 4122367175
- Address
- C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007
Signing Officer
- Name
- Brent Heintzelman
- Title
- VP, Bnym, as Trustee
- Phone
- 4122367175
- Signed
- 2020-11-11
Organization Details
- Principal Officer
- The Bank of New York Mellon
- Formed
- 1993
- Legal Domicile
- Pa
- Voting Board Members
- 1
- Independent Board Members
- 0
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Ernst & Young US Llp
- Address
- 2100 ONE PPG PLACE, PITTSBURGH, PA 15222
- Preparer
- Shawn Hoffmann
- Phone
- 4126447800
Supplemental Narrative
Additional Explanations
Form 990, Part IV Line 12 & Part XII Line 2
“Although the financial statements of the Trust, as such, were not reviewed by an independent accountant, the financial activity of the Trust is incorporated into the financial statements of the ERISA welfare benefit plans to which the Trust relates, and the annual financial statements of those plans are audited by an independent accountant. The plan sponsor has a committee that is responsible for the oversight of the audit of those financial statements and the selection of the independent accountant.”
Form 990, Part XI Line 9
“The amount on line 9 represents an adjustment of $17,217 for reclassification of reit income.”
Form 990, Part XII, Line 1
“MODIFIED CASH BASIS”
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/OtherExpensesGrp/Desc | 3 | FOREIGN TAX PAID |
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| IRS990/OtherRevenueMiscGrp/Desc | 0 | LIFE INSURANCE DEATH PROCEEDS |
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| IRS990/PrincipalOfficerNm | 0 | The Bank of New York Mellon |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Although the financial statements of the Trust, as such, were not reviewed by an independent accountant, the financial activity of the Trust is incorporated into the financial statements of the ERISA welfare benefit plans to which the Trust relates, and the annual financial statements of those plans are audited by an independent accountant. The plan sponsor has a committee that is responsible for the oversight of the audit of those financial statements and the selection of the independent accountant. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE BANK OF NEW YORK MELLON N.A. SERVES AS SOLE DIRECTED TRUSTEE OF THE AMERICAN ELECTRIC POWER SYSTEM RETIREE MEDICAL BENEFIT TRUST. THE PLAN SPONSOR IS AMERICAN ELECTRIC POWER SERVICE CORPORATION. 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/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | A COMPLETE ELECTRONIC COPY OF THE FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | AS 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/ExplanationTxt | 5 | 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 AMERICAN ELECTRIC POWER SYSTEM RETIREE MEDICAL BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE THE TRUSTEE'S FEES ARE NOT BASED UPON HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH AMERICAN ELECTRIC POWER SERVICE CORPORATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE AMOUNT ON LINE 9 REPRESENTS AN ADJUSTMENT OF $17,217 FOR RECLASSIFICATION OF REIT INCOME. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MODIFIED CASH BASIS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART IV LINE 12 & PART XII LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI SECTION A LINES 1A & 1B & PART VII |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI SECTION A & B LINES 8, 12-15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI SECTION C LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VII SECTION A LINE 1A COLUMN (B) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XI LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART XII, LINE 1 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
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| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | AEP COMPANY INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 134922641 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C CORP |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | NY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct | 0 | 0.00000 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | MGMT & ADMIN |
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| IRS990/SubjectToProxyTaxInd | 0 | false |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $645,593,248
- Liabilities
- $0
- Net assets
- $645,593,248
- Revenue
- $59,843,141
- Expenses
- $44,708,559
- Net income
- $15,134,582
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