Civic Intelligence

American Electric Power System Retiree Medical Trust for Certain Union Employees

EIN 75-2517498 • 501(c)9 • Pittsburgh, PA

Profile

To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and the american electric power system comprehensive dental plan.

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

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.14x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

74th percentile

$259,521

Higher top officer pay than 74% of similar nonprofits.

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

34th percentile

2.1%

Faster asset growth than 34% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

202%

Faster revenue growth than 96% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$521,014,264

Up $10,658,127 (+2.1%) from 2023

Liabilities

Up

$5,742,674

Up $764,446 (+15%) from 2023

Net Assets

Up

$515,271,590

Up $9,893,681 (+2.0%) from 2023

Revenue

Up

$41,059,078

Up $27,441,422 (+202%) from 2023

Expenses

Down

$22,458,539

Down $10,249,516 (-31%) from 2023

Net Income

Up

$18,600,539

Up $37,690,938 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2010: $390,467,553Liabilities 2010: $21,599,869Net Assets 2010: $368,867,6842010Assets 2011: $408,706,623Liabilities 2011: $27,634,962Net Assets 2011: $381,071,6612011Assets 2012: $422,961,490Liabilities 2012: $3,090,572Net Assets 2012: $419,870,9182012Assets 2013: $437,259,500Liabilities 2013: $984,243Net Assets 2013: $436,275,2572013Assets 2014: $465,336,429Liabilities 2014: $3,299,084Net Assets 2014: $462,037,3452014Assets 2015: $436,900,267Liabilities 2015: $895,250Net Assets 2015: $436,005,0172015Assets 2016: $445,408,251Liabilities 2016: $1,005,179Net Assets 2016: $444,403,0722016Assets 2017: $509,075,171Liabilities 2017: $5,535,360Net Assets 2017: $503,539,8112017Assets 2018: $459,858,560Liabilities 2018: $7,040,197Net Assets 2018: $452,818,3632018Assets 2019: $543,271,915Liabilities 2019: $7,806,206Net Assets 2019: $535,465,7092019Assets 2020: $632,892,955Liabilities 2020: $5,763,831Net Assets 2020: $627,129,1242020Assets 2021: $642,422,613Liabilities 2021: $4,520,522Net Assets 2021: $637,902,0912021Assets 2022: $466,362,861Liabilities 2022: $3,390,412Net Assets 2022: $462,972,4492022Assets 2023: $510,356,137Liabilities 2023: $4,978,228Net Assets 2023: $505,377,9092023Assets 2024: $521,014,264Liabilities 2024: $5,742,674Net Assets 2024: $515,271,5902024

Highlighted filing

2024

Assets$521,014,264
Liabilities$5,742,674
Net Assets$515,271,590

Operations Trend

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

$100M$50M$0-$50MRevenue 2010: $24,415,502Expenses 2010: $13,435,432Net Income 2010: $10,980,0702010Expenses 2011: $11,862,7992011Expenses 2012: $13,325,1762012Revenue 2013: $30,201,693Expenses 2013: $19,389,003Net Income 2013: $10,812,6902013Revenue 2014: $50,122,181Expenses 2014: $25,133,293Net Income 2014: $24,988,8882014Revenue 2015: $30,857,961Expenses 2015: $26,169,528Net Income 2015: $4,688,4332015Revenue 2016: $27,079,477Expenses 2016: $24,901,380Net Income 2016: $2,178,0972016Revenue 2017: $50,544,019Expenses 2017: $28,338,508Net Income 2017: $22,205,5112017Revenue 2018: $47,834,560Expenses 2018: $28,714,976Net Income 2018: $19,119,5842018Revenue 2019: $36,843,160Expenses 2019: $24,967,559Net Income 2019: $11,875,6012019Revenue 2020: $49,157,613Expenses 2020: $28,838,160Net Income 2020: $20,319,4532020Revenue 2021: $67,488,820Expenses 2021: $27,124,467Net Income 2021: $40,364,3532021Revenue 2022: $11,008,965Expenses 2022: $31,064,695Net Income 2022: -$20,055,7302022Revenue 2023: $13,617,656Expenses 2023: $32,708,055Net Income 2023: -$19,090,3992023Revenue 2024: $41,059,078Expenses 2024: $22,458,539Net Income 2024: $18,600,5392024

Highlighted filing

2024

Revenue$41,059,078
Expenses$22,458,539
Net Income$18,600,539

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$521$5.74$515$41.1$22.5$18.6
2023Detailed filing. Detailed filing data is available for this year.$510$4.98$505$13.6$32.7$19.1
2022Detailed filing. Detailed filing data is available for this year.$466$3.39$463$11.0$31.1$20.1
2021Detailed filing. Detailed filing data is available for this year.$642$4.52$638$67.5$27.1$40.4
2020Detailed filing. Detailed filing data is available for this year.$633$5.76$627$49.2$28.8$20.3
2019Detailed filing. Detailed filing data is available for this year.$543$7.81$535$36.8$25.0$11.9
2018Detailed filing. Detailed filing data is available for this year.$460$7.04$453$47.8$28.7$19.1
2017Detailed filing. Detailed filing data is available for this year.$509$5.54$504$50.5$28.3$22.2
2016Detailed filing. Detailed filing data is available for this year.$445$1.01$444$27.1$24.9$2.18
2015Detailed filing. Detailed filing data is available for this year.$437$0.90$436$30.9$26.2$4.69
2014Detailed filing. Detailed filing data is available for this year.$465$3.30$462$50.1$25.1$25.0
2013Detailed filing. Detailed filing data is available for this year.$437$0.98$436$30.2$19.4$10.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$423$3.09$420$13.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$409$27.6$381$11.9
2010Summary only. Only limited summary data is available for this year.$390$21.6$369$24.4$13.4$11.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$57,130,975
Mission and Program Overview

Mission

To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and the american electric power system comprehensive dental plan.

To provide funding for obligations for retiree medical and dental benefits offered through the american electric power system comprehensive medical plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$505,377,909$515,271,590▲ $9,893,681
Investments in Publicly Traded Securities$485,772,444$495,498,765▲ $9,726,321
Savings and Temporary Cash Investments$9,301,144$12,724,055▲ $3,422,911
Accounts Receivable$8,486,070$7,440,559▼ $1,045,511
Investments Other Securities$4,809,890$3,267,525▼ $1,542,365
Cash and Non-Interest-Bearing Accounts$-22,101$2,534,211▲ $2,556,312
Intangible Assets$2,008,690$-450,851▼ $2,459,541
Total Assets$510,356,137$521,014,264▲ $10,658,127
Liabilities
Accounts Payable and Accrued Expenses$4,978,228$5,742,674▲ $764,446
Total Liabilities$4,978,228$5,742,674▲ $764,446
Net Assets / Fund Balance
Total Net Assets Fund Balance$505,377,909$515,271,590▲ $9,893,681
Total Liabilities and Net Assets / Fund Balance$510,356,137$521,014,264▲ $10,658,127
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$259,521$259,521

Highest Paid Contractors

ContractorServicesLocationCompensation
Optumrx-PO BOX 2975, Mission, KS 66201, Uk$535,815
River And Mercantile Asset Management-1000 WILSON BLVD 3000, Arlington, VA 22209$339,319
Sands Capital Management-1540 BROADWAY 38th FLOOR, New York, NY 10036$328,169
Vontobel Asset Management INC-121 HIGH STREET, Boston, MA 02110-2475$282,169
Polaris Capital Management LLC--$270,249
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,762,288
Investment Income
$35,253,202
Other Revenue
$-3,956,412
Change in Net Assets
$18,600,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,885,811
Salaries, Compensation, and Employee Benefits$259,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$19,313,207--$19,313,207
Fees for Service Investment Mgmnt Fees$1,663,433--$1,663,433
Current Officers, Directors, Trustees, and Key Employees$259,521--$259,521
Fees for Services Accounting$99,277--$99,277
Fees for Services Other$47,825--$47,825
Other Expenses$944--$944
Total Functional Expenses$22,458,539$0$0$22,458,539
International Activity

International Summary

Spending
$3,267,525

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaInvestments---$3,267,525
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

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

Governance Explanations

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

The bank of new york mellon serves as the sole directed trustee of the american electric power system retiree medical trust for certain union employees. 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, Sections A & B, Lines 8, 12-15

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

Form 990 Part VI, Section B, Line 11B

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

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

Average hours per week devoted to position 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 trust for certain union employees. 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'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 system service corporation.

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
American Electric Power System Retiree
EIN
75-2517498
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342242
Signed
2025-09-22

Organization Details

Principal Officer
Brent Heintzelman
Formed
1993
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
Weitao Pan
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 plan to which the trust relates, and the annual financial statements of that plan are audited by an independent accountant.

Form 990 Part IV, Line 12 & Part XII, Line 2 Continued

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 XII, Line 1

MODIFIED CASH BASIS.

Raw XML Appendix340 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.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09762288
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt030280673
IRS990/PYInvestmentIncomeAmt06815223
IRS990/PYOtherExpensesAmt02425665
IRS990/PYOtherRevenueAmt0-2862412
IRS990/PYProgramServiceRevenueAmt09664845
IRS990/PYRevenuesLessExpensesAmt0-19090399
IRS990/PYSalariesCompEmpBnftPaidAmt01717
IRS990/PYTotalExpensesAmt032708055
IRS990/PYTotalRevenueAmt013617656
IRS990/ReconcilationRevenueExpnssAmt018600539
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09301144
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012724055
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03267525
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt03267525
IRS990ScheduleF/TotalSpentAmt03267525
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH 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 PLAN TO WHICH THE TRUST RELATES, AND THE ANNUAL FINANCIAL STATEMENTS OF THAT PLAN ARE AUDITED BY AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THE AMERICAN ELECTRIC POWER SYSTEM RETIREE MEDICAL TRUST FOR CERTAIN UNION EMPLOYEES. 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/ExplanationTxt3THESE 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/ExplanationTxt4A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVERAGE HOURS PER WEEK DEVOTED TO POSITION 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 TRUST FOR CERTAIN UNION EMPLOYEES. 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/ExplanationTxt6THEREFORE, 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 SYSTEM SERVICE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AS 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 IV, LINE 12 & PART XII, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART IV, LINE 12 & PART XII, LINE 2 CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, SECTION A, LINES 1A & 1B & PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII, SECTION A, LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART VII, SECTION A, LINE 1A COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0134922641
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MGMT & ADMIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AEP SERVICE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd043215
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/TotalAssetsBOYAmt0510356137
IRS990/TotalAssetsEOYAmt0521014264
IRS990/TotalAssetsGrp/BOYAmt0510356137
IRS990/TotalAssetsGrp/EOYAmt0521014264
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022458539
IRS990/TotalFunctionalExpensesGrp/TotalAmt022458539
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04978228
IRS990/TotalLiabilitiesEOYAmt05742674
IRS990/TotalLiabilitiesGrp/BOYAmt04978228
IRS990/TotalLiabilitiesGrp/EOYAmt05742674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0505377909
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0515271590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09762288
IRS990/TotalReportableCompFromOrgAmt0259521
IRS990/TotalRevenueGrp/ExclusionAmt031296790
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09762288
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041059078
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0510356137
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0521014264
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
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/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN ELECTRIC POWER SYSTEM RETIREE
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0752517498
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WEITAO PAN
ReturnHeader/ReturnTs02025-11-12T20:01:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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