Civic Intelligence

Hl&P Retirees' Life Insurance

EIN 76-6103450 • 501(c)9 • Houston, TX

Profile

The trust was established in order to receive company and participant contributions and to pay for life insurance benefits to eligible retired employees of the company, their benificiaries or estates.

1111 Louisiana St 3811EHouston, TX 77002-5230

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-123%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$4,530

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-0.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$4,412,010

Down $679,686 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,412,010

Down $679,686 (-13%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin7th percentile

Revenue

Down

$577,771

Down $1,805 (-0.3%) from 2023

Expenses

Up

$1,285,543

Up $239,853 (+23%) from 2023

Net Income

Down

-$707,772

Down $241,658 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2010: $13,028,087Liabilities 2010: $0Net Assets 2010: $13,028,0872010Assets 2011: $12,108,527Liabilities 2011: $0Net Assets 2011: $12,108,5272011Assets 2012: $11,475,940Liabilities 2012: $0Net Assets 2012: $11,475,9402012Assets 2013: $10,704,696Liabilities 2013: $0Net Assets 2013: $10,704,6962013Assets 2014: $10,261,649Liabilities 2014: $0Net Assets 2014: $10,261,6492014Assets 2015: $9,297,330Liabilities 2015: $0Net Assets 2015: $9,297,3302015Assets 2016: $8,731,830Liabilities 2016: $0Net Assets 2016: $8,731,8302016Assets 2017: $8,476,225Liabilities 2017: $0Net Assets 2017: $8,476,2252017Assets 2018: $7,523,751Liabilities 2018: $0Net Assets 2018: $7,523,7512018Assets 2019: $7,701,274Liabilities 2019: $0Net Assets 2019: $7,701,2742019Assets 2020: $7,654,870Liabilities 2020: $0Net Assets 2020: $7,654,8702020Assets 2021: $6,994,792Liabilities 2021: $0Net Assets 2021: $6,994,7922021Assets 2022: $5,284,780Liabilities 2022: $0Net Assets 2022: $5,284,7802022Assets 2023: $5,091,696Liabilities 2023: $0Net Assets 2023: $5,091,6962023Assets 2024: $4,412,010Liabilities 2024: $0Net Assets 2024: $4,412,0102024

Highlighted filing

2024

Assets$4,412,010
Liabilities$0
Net Assets$4,412,010
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $1,099,663Expenses 2010: $1,729,887Net Income 2010: -$630,2242010Revenue 2011: $733,315Expenses 2011: $1,756,874Net Income 2011: -$1,023,5592011Expenses 2012: $1,634,1022012Revenue 2013: $863,775Expenses 2013: $1,497,150Net Income 2013: -$633,3752013Revenue 2014: $811,552Expenses 2014: $1,418,401Net Income 2014: -$606,8492014Revenue 2015: $769,451Expenses 2015: $1,347,308Net Income 2015: -$577,8572015Revenue 2016: $708,207Expenses 2016: $1,244,616Net Income 2016: -$536,4092016Revenue 2017: $659,733Expenses 2017: $1,179,948Net Income 2017: -$520,2152017Revenue 2018: $531,617Expenses 2018: $1,089,452Net Income 2018: -$557,8352018Revenue 2019: $566,783Expenses 2019: $1,049,723Net Income 2019: -$482,9402019Revenue 2020: $600,916Expenses 2020: $1,127,874Net Income 2020: -$526,9582020Revenue 2021: $757,318Expenses 2021: $1,200,564Net Income 2021: -$443,2462021Revenue 2022: $411,195Expenses 2022: $1,159,009Net Income 2022: -$747,8142022Revenue 2023: $579,576Expenses 2023: $1,045,690Net Income 2023: -$466,1142023Revenue 2024: $577,771Expenses 2024: $1,285,543Net Income 2024: -$707,7722024

Highlighted filing

2024

Revenue$577,771
Expenses$1,285,543
Net Income-$707,772
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,412,010
Liabilities
$0
Net assets
$4,412,010
Revenue
$577,771
Expenses
$1,285,543
Net income
-$707,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.58$1.29$0.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$0.58$1.05$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$0.41$1.16$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$0.76$1.20$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$0.60$1.13$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.70$0.00$7.70$0.57$1.05$0.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$0.00$7.52$0.53$1.09$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.48$0.00$8.48$0.66$1.18$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.73$0.00$8.73$0.71$1.24$0.54
2015Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.77$1.35$0.58
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.81$1.42$0.61
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.86$1.50$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$1.63
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$12.1$0.73$1.76$1.02
2010Summary only. Only limited summary data is available for this year.$13.0$0.00$13.0$1.10$1.73$0.63
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,532,643
Mission and Program Overview

Mission

The trust was established in order to receive company and participant contributions and to pay for life insurance benefits to eligible retired employees of the company, their benificiaries or estates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,994,792$5,284,780▼ $1,710,012
Cap Stk Tr Prin Current Funds$6,994,792$5,284,780▼ $1,710,012
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$6,994,792$5,284,780▼ $1,710,012
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,994,792$5,284,780▼ $1,710,012
Total Liabilities and Net Assets / Fund Balance$6,994,792$5,284,780▼ $1,710,012

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$74,596--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
Stephany Lin-abneyTrustee$3,630$3,630

Board Members and Trustees

NameTitle
Brad a TutunjianChairman
Bertha VillatoroCommittee Member
Jacqueline M RichertCommittee Member
Richard C LegerCommittee Member
Valentine a EmesihCommittee Member
-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$403,455
Investment Income
$7,740
Other Revenue
$0
Change in Net Assets
$-747,814

Audited Revenue Reconciliation

Revenue per Audited Statements
$411,195
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-962,198
Total Revenue per Audited Statements
$-551,003
Total Revenue per Form 990
$411,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,400
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$1,139,609--$1,139,609
Fees for Services Accounting-$9,793-$9,793
Other Expenses$3,630--$3,630
Total Functional Expenses$1,149,216$9,793$0$1,159,009

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,159,009
Total Expenses per Audited Statements$1,159,009
Total Expenses per Form 990$1,159,009
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Election of members and their rights - all members of the benefits committee are appointed by centerpoint energy inc. For whom the benefits of this trust are administered.”

Form 990, Part VI, Section A, Line 7B

“Decisions subject to approval of members - all members of the benefits committees are appointed by centerpoint energy inc. And are subject to removal.”

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

“Organization's process to review form 990 - electronic copy provided for review.”

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

“Enforcement of conflicts policy - by annual ethics training.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - upon request.”

Filing and Contact Details

Filer

Filer Name
HL&P RETIREES' LIFE INSURANCE
EIN
76-6103450
Phone
7132071111
Address
1111 LOUISIANA ST 3811E, HOUSTON, TX 77002-5230

Signing Officer

Name
Brad Tutunjian
Title
Chairman
Phone
7132071111
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Tutunjian
Formed
1997
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcconnell & Jones Llp
Address
4828 LOOP CENTRAL DRIVE SUITE 1000, HOUSTON, TX 77081
Preparer
Tene Thomas
Phone
7139681600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Financial statements and reporting - the organization has not changed either its oversight process or selection process during the tax year.”

Raw XML Appendix359 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE COMPANY AND PARTICIPANT CONTRIBUTIONS AND TO PAY FOR LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF THE COMPANY, THEIR BENIFICIARIES OR ESTATES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01139609
IRS990/BenefitsToMembersGrp/TotalAmt01139609
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTERPOINT ENERGY INC
IRS990/BooksInCareOfDetail/PhoneNum07132071111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01111 LOUISIANA
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0770025230
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt06994792
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05284780
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01139609
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07740
IRS990/CYOtherExpensesAmt019400
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0403455
IRS990/CYRevenuesLessExpensesAmt0-747814
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01159009
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0411195
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0VEBA TRUST PROVIDING LIFE INSURANCE BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01149216
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09793
IRS990/FeesForServicesAccountingGrp/TotalAmt09793
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRAD A TUTUNJIAN
IRS990/Form990PartVIISectionAGrp/PersonNm1VALENTINE A EMESIH
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD C LEGER
IRS990/Form990PartVIISectionAGrp/PersonNm3JACQUELINE M RICHERT
IRS990/Form990PartVIISectionAGrp/PersonNm4BERTHA VILLATORO
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHANY LIN-ABNEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt53630
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-126035
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0995413
IRS990/GrossReceiptsAmt01532643
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0133775
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133775
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06994792
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05284780
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01121448
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE COMPANY AND PARTICIPANT CONTRIBUTIONS AND TO PAY FOR LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF THE COMPANY, THEIR BENIFICIARIES OR ESTATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06994792
IRS990/NetAssetsOrFundBalancesEOYAmt05284780
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-126035
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-126035
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-962198
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT CONSULTING F
IRS990/OtherExpensesGrp/Desc1TRUSTEE FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt05977
IRS990/OtherExpensesGrp/ProgramServicesAmt13630
IRS990/OtherExpensesGrp/TotalAmt05977
IRS990/OtherExpensesGrp/TotalAmt13630
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRAD TUTUNJIAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0403455
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0403455
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01179928
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0426256
IRS990/PYOtherExpensesAmt020636
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0331062
IRS990/PYRevenuesLessExpensesAmt0-443246
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01200564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0757318
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-747814
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0277420
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01159009
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-962198
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0274781
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1800037
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24135366
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt374596
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD DEVELOPED MARKETS INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD INSTL TOTAL INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD BD INDEX FDS TOTAL BD MKT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MFB NTHN INSTL FDS GOVT PORTFOLIO
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0-962198
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0411195
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05284780
IRS990ScheduleD/TotalExpensesPerForm990Amt01159009
IRS990ScheduleD/TotalRevenuePerForm990Amt0411195
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-551003
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01159009
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTION OF MEMBERS AND THEIR RIGHTS - ALL MEMBERS OF THE BENEFITS COMMITTEE ARE APPOINTED BY CENTERPOINT ENERGY INC. FOR WHOM THE BENEFITS OF THIS TRUST ARE ADMINISTERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ALL MEMBERS OF THE BENEFITS COMMITTEES ARE APPOINTED BY CENTERPOINT ENERGY INC. AND ARE SUBJECT TO REMOVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S PROCESS TO REVIEW FORM 990 - ELECTRONIC COPY PROVIDED FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENFORCEMENT OF CONFLICTS POLICY - BY ANNUAL ETHICS TRAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS AND REPORTING - THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01111 LOUISIANA STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0770025230
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransferToOtherOrgInd00
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IRS990/SignificantNewProgramSrvcInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt05284780
IRS990/TotalAssetsGrp/BOYAmt06994792
IRS990/TotalAssetsGrp/EOYAmt05284780
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01149216
IRS990/TotalFunctionalExpensesGrp/TotalAmt01159009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05284780
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IRS990/TotalProgramServiceRevenueAmt0403455
IRS990/TotalReportableCompFromOrgAmt03630
IRS990/TotalRevenueGrp/ExclusionAmt0133775
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0277420
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0411195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06994792
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05284780
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01111 LOUISIANA ST 3811E
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IRS990/USAddress/ZIPCd0770025230
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD TUTUNJIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07132071111
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HL&P RETIREES' LIFE INSURANCE
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0766103450
ReturnHeader/Filer/PhoneNum07132071111
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 LOUISIANA ST 3811E
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770025230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760488832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCONNELL & JONES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04828 LOOP CENTRAL DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077081
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02023-11-15T18:59:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TUTUNJIAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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