Civic Intelligence

Allianz Post Employment Health Care

EIN 76-6199434 • 501(c)9 • Pittsburgh, PA

Profile

HEALTH CARE BENEFITS

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

17th percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

53%

Faster revenue growth than 92% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,475,757

Up $3,225,944 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$29,475,757

Up $3,225,944 (+12%) from 2023

Revenue

Up

$3,157,124

Up $1,089,839 (+53%) from 2023

Expenses

Up

$2,011,213

Up $545,948 (+37%) from 2023

Net Income

Up

$1,145,911

Up $543,891 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $9,963,726Liabilities 2011: $0Net Assets 2011: $9,963,7262011Assets 2012: $11,397,985Liabilities 2012: $0Net Assets 2012: $11,397,9852012Assets 2013: $13,930,604Liabilities 2013: $0Net Assets 2013: $13,930,6042013Assets 2014: $15,195,523Liabilities 2014: $0Net Assets 2014: $15,195,5232014Assets 2015: $15,134,817Liabilities 2015: $0Net Assets 2015: $15,134,8172015Assets 2016: $15,134,817Liabilities 2016: $0Net Assets 2016: $15,134,8172016Assets 2017: $18,309,558Liabilities 2017: $2,264Net Assets 2017: $18,307,2942017Assets 2018: $17,313,828Liabilities 2018: $2,304Net Assets 2018: $17,311,5242018Assets 2019: $20,315,279Liabilities 2019: $0Net Assets 2019: $20,315,2792019Assets 2020: $22,352,966Liabilities 2020: $0Net Assets 2020: $22,352,9662020Assets 2021: $26,536,553Liabilities 2021: $0Net Assets 2021: $26,536,5532021Assets 2022: $22,743,123Liabilities 2022: $0Net Assets 2022: $22,743,1232022Assets 2023: $26,249,813Liabilities 2023: $0Net Assets 2023: $26,249,8132023Assets 2024: $29,475,757Liabilities 2024: $0Net Assets 2024: $29,475,7572024

Highlighted filing

2024

Assets$29,475,757
Liabilities$0
Net Assets$29,475,757

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,270,072Expenses 2011: $324,268Net Income 2011: $945,8042011Revenue 2012: $1,946,511Expenses 2012: $512,252Net Income 2012: $1,434,2592012Revenue 2013: $3,130,791Expenses 2013: $598,173Net Income 2013: $2,532,6182013Revenue 2014: $1,794,318Expenses 2014: $529,399Net Income 2014: $1,264,9192014Revenue 2015: $700,702Expenses 2015: $761,408Net Income 2015: -$60,7062015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $2,827,742Expenses 2017: $868,614Net Income 2017: $1,959,1282017Revenue 2018: $2,380,172Expenses 2018: $839,288Net Income 2018: $1,540,8842018Revenue 2019: $1,805,225Expenses 2019: $995,199Net Income 2019: $810,0262019Revenue 2020: $1,730,954Expenses 2020: $928,538Net Income 2020: $802,4162020Revenue 2021: $2,786,703Expenses 2021: $995,243Net Income 2021: $1,791,4602021Revenue 2022: $2,489,104Expenses 2022: $1,018,538Net Income 2022: $1,470,5662022Revenue 2023: $2,067,285Expenses 2023: $1,465,265Net Income 2023: $602,0202023Revenue 2024: $3,157,124Expenses 2024: $2,011,213Net Income 2024: $1,145,9112024

Highlighted filing

2024

Revenue$3,157,124
Expenses$2,011,213
Net Income$1,145,911

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$0.00$29.5$3.16$2.01$1.15
2023Summary only. Only limited summary data is available for this year.$26.2$0.00$26.2$2.07$1.47$0.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.00$22.7$2.49$1.02$1.47
2021Summary only. Only limited summary data is available for this year.$26.5$0.00$26.5$2.79$1.00$1.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$22.4$1.73$0.93$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$1.81$1.00$0.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$2.38$0.84$1.54
2017Summary only. Only limited summary data is available for this year.$18.3$0.00$18.3$2.83$0.87$1.96
2016Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.70$0.76$0.06
2014Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$1.79$0.53$1.26
2013Summary only. Only limited summary data is available for this year.$13.9$0.00$13.9$3.13$0.60$2.53
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$11.4$1.95$0.51$1.43
2011Summary only. Only limited summary data is available for this year.$9.96$0.00$9.96$1.27$0.32$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$7,009,554
Mission and Program Overview

Mission

HEALTH CARE BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,249,813$29,475,757▲ $3,225,944
Investments in Publicly Traded Securities$22,742,686$26,099,600▲ $3,356,914
Savings and Temporary Cash Investments$3,482,791$3,351,649▼ $131,142
Accounts Receivable$24,336$24,508▲ $172
Total Assets$26,249,813$29,475,757▲ $3,225,944
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,249,813$29,475,757▲ $3,225,944
Total Liabilities and Net Assets / Fund Balance$26,249,813$29,475,757▲ $3,225,944
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee (see Schedule O)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$915,883
Investment Income
$2,241,241
Other Revenue
$0
Change in Net Assets
$1,145,911
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,011,213--$2,011,213
Total Functional Expenses$2,011,213$0$0$2,011,213
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

The bank of new york mellon serves as sole directed trustee of this trust. The plan sponsor is azoa services corp. The trust is administered by the investment committee of 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 this trust. Additionally, it 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 adminstrative services, such as acting as investment manager for allianz post employment health care savings account trust. 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 fees are not based upon an hourly basis, but are calculated basedupon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with azoa services corp.

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
Allianz Post Employment Health Care
EIN
76-6199434
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
2025-11-12

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
2004
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Lakrisha J Castleberry
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

MODIFIED CASH BASIS

Explanation for Form 990, Part XI, Line 9

Difference in transfer of cash in and out: $ 576,689

Raw XML Appendix267 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
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IRS990/BenefitsToMembersGrp/ProgramServicesAmt02011213
IRS990/BenefitsToMembersGrp/TotalAmt02011213
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122342242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0THE BNYM PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02011213
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02241241
IRS990/CYOtherExpensesAmt00
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IRS990/CYProgramServiceRevenueAmt0915883
IRS990/CYRevenuesLessExpensesAmt01145911
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02011213
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03157124
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IRS990/Desc0HEALTH CARE BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
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IRS990/FSAuditedInd0true
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05485507
IRS990/GrossReceiptsAmt07009554
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt022742686
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03852430
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01503344
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0576689
IRS990/OtherExpensesGrp/Desc0FORFEITURES
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0915883
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IRS990/PYBenefitsPaidToMembersAmt01465265
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IRS990/PYTotalRevenueAmt02067285
IRS990/ReconcilationRevenueExpnssAmt01145911
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026249813
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS AZOA SERVICES CORP. THE TRUST IS ADMINISTERED BY THE INVESTMENT COMMITTEE OF 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/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE TO THIS TRUST. ADDITIONALLY, IT DOES NOT HAVE ANY EMPLOYEES. THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINSTRATIVE SERVICES, SUCH AS ACTING AS INVESTMENT MANAGER FOR ALLIANZ POST EMPLOYMENT HEALTH CARE SAVINGS ACCOUNT TRUST. 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/ExplanationTxt4THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASEDUPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH AZOA SERVICES CORP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AS 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/ExplanationTxt7DIFFERENCE IN TRANSFER OF CASH IN AND OUT: $ 576,689
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, PART VI, SECTION A, LINES 1A & 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
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IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
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/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIANZ POST EMPLOYMENT HEALTH CARE
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0766199434
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAKRISHA J CASTLEBERRY
ReturnHeader/ReturnTs02025-11-15T11:01:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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