Liabilities / Assets
36th percentile
Higher debt load relative to assets than 36% of similar nonprofits.
American Electric Power System Retiree Medical Trust for Certain Union Employees
990 • Fiscal year 2015 • EIN 75-2517498
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
40th percentile
Higher debt load relative to revenue than 40% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
59th percentile
Higher top officer pay than 59% of similar nonprofits.
Top officer pay equals 0.4% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Balance Sheet
Assets
Down$436,900,267
Down $28,436,162 (-6.1%) from 2014
Net Assets
Down$436,005,017
Down $26,032,328 (-5.6%) from 2014
Liabilities
Down$895,250
Down $2,403,834 (-73%) from 2014
Revenue And Expenses
Revenue
Down$30,857,961
Down $19,264,220 (-38%) from 2014
Expenses
Up$26,169,528
Up $1,036,235 (+4.1%) from 2014
Net Income
Down$4,688,433
Down $20,300,455 (-81%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Nov 15, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $30,857,961
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 welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $462,037,345 | $436,005,017 | ▼ $26,032,328 |
| Investments in Publicly Traded Securities | $436,980,891 | $416,648,060 | ▼ $20,332,831 |
| Savings and Temporary Cash Investments | $18,014,080 | $12,425,659 | ▼ $5,588,421 |
| Investments Other Securities | $5,793,782 | $4,887,111 | ▼ $906,671 |
| Accounts Receivable | $4,547,676 | $2,922,207 | ▼ $1,625,469 |
| Cash and Non-Interest-Bearing Accounts | $0 | $17,230 | ▲ $17,230 |
| 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 | - | - |
| 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 | $465,336,429 | $436,900,267 | ▼ $28,436,162 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $3,299,084 | $895,250 | ▼ $2,403,834 |
| 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 | $3,299,084 | $895,250 | ▼ $2,403,834 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $462,037,345 | $436,005,017 | ▼ $26,032,328 |
| Total Liabilities and Net Assets / Fund Balance | $465,336,429 | $436,900,267 | ▼ $28,436,162 |
Compensation and Service Providers
Employees
| Name | Title | Base | Total |
|---|---|---|---|
| The Bank of New York Mellon | Trustee (see Schedule O) | $126,505 | $126,505 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Aetna | Administration Fees | 7400 WEST CAMPUS DRIVE, New Albany, OH 43054, Uk | $665,441 |
| Edinburgh Partners | Investment Mgmt | 465 SOURTH STREETSUITE 200, Morristown, NJ 07960-6497 | $369,859 |
| Vontobel Asset Management INC | Asset Mgmt | - | $251,252 |
| Medco | Administration Fees | ONE EXPRESS WAY, St Louis, MO 63121 | $247,495 |
| Wellington | Investment Mgmt | - | $174,201 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $6,272,486
- Investment Income
- $28,853,660
- Other Revenue
- $-4,268,185
- Change in Net Assets
- $4,688,433
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $2,841,584 |
| Salaries, Compensation, and Employee Benefits | $126,505 |
| 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 | - | - | - | $23,201,439 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $1,464,356 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $126,505 |
| Fees for Services Other | - | - | - | $43,458 |
| Fees for Services Accounting | - | - | - | $7,227 |
| Other Expenses | - | - | - | $1,924 |
| Total Functional Expenses | $0 | $0 | $0 | $26,169,528 |
International Activity
International Summary
- Spending
- $4,887,111
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
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| South Asia | Investments | - | - | - | $4,887,111 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 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 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 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. 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.”
Filing and Contact Details
Filer
- Filer Name
- American Electric Power System Retiree
- EIN
- 75-2517498
- 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, the Bnym, as Tru
- Phone
- 4122367175
- Signed
- 2016-11-15
- Discuss with paid preparer
- Yes
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
- Melanie a Mcpeak
- 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 XII Line 1
“MODIFIED CASH BASIS.”
Raw XML AppendixShowing 400 of 404 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/OtherExpensesGrp/TotalAmt | 3 | 1924 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CURRENCY LOSS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | -4268185 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -4268185 |
| IRS990/OtherRevenueTotalAmt | 0 | -4268185 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | THE BANK OF NEW YORK MELLON |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6272486 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 6272486 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 22041054 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 49695682 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 3001664 |
| IRS990/PYOtherRevenueAmt | 0 | -3627302 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 4053801 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 24988888 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 90575 |
| IRS990/PYTotalExpensesAmt | 0 | 25133293 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 50122181 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 4688433 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 18014080 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 12425659 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 4887111 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | South Asia |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | Investments |
| IRS990ScheduleF/BoycottCountriesInd | 0 | false |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | false |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | true |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | false |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | false |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 4887111 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 4887111 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| 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 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/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 ORGANIZATION'S 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 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. 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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 SECTIONS 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 XII LINE 1 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 134922641 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C CORP |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | NY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | MGMT & ADMIN |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | AEP SERVICE CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 1 RIVERSIDE PLAZA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | COLUMBUS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 43215 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 465336429 |
| IRS990/TotalAssetsEOYAmt | 0 | 436900267 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 465336429 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 436900267 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 26169528 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 3299084 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 895250 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 3299084 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 895250 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 462037345 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 436005017 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6272486 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 126505 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 24585475 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6272486 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 30857961 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 465336429 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 436900267 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt | 0 | 0 |
| IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 535007 |
| IRS990/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 152535007 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRENT HEINTZELMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP, THE BNYM, AS TRU |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122367175 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | American Electric Power System Retiree |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Medical Trust for Certain Union Employees |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AMER |
| ReturnHeader/Filer/EIN | 0 | 752517498 |
| ReturnHeader/Filer/InCareOfNm | 0 | % THE BANK OF NEW YORK MELLON |
| ReturnHeader/Filer/PhoneNum | 0 | 4122367175 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | C/O THE BNYM PO BOX 535007 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 152535007 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ERNST & YOUNG US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2100 ONE PPG PLACE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15222 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4126447800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MELANIE A MCPEAK |
| ReturnHeader/ReturnTs | 0 | 2016-11-15T12:52:22-06:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $436,900,267
- Liabilities
- $895,250
- Net assets
- $436,005,017
- Revenue
- $30,857,961
- Expenses
- $26,169,528
- Net income
- $4,688,433
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