Civic Intelligence

Constellation Employees Benefit

990 • Fiscal year 2022 • EIN 87-4514877

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 22, 2024

Organization ProfileN/A
200 Exelon WayKennett Square, PA 19348

(779) 231-5341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

1.03x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Net Margin

5th percentile

-413%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

54th percentile

$78,754

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets47th percentile

Assets

$416,283,666

No earlier filing loaded for comparison.

Net Assets

$410,385,088

No earlier filing loaded for comparison.

Liabilities

$5,898,578

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin5th percentile

Revenue

$5,744,886

No earlier filing loaded for comparison.

Expenses

$29,489,009

No earlier filing loaded for comparison.

Net Income

-$23,744,123

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2022: $416,283,666Liabilities 2022: $5,898,578Net Assets 2022: $410,385,0882022Assets 2023: $412,666,994Liabilities 2023: $1,388,182Net Assets 2023: $411,278,8122023Assets 2024: $417,108,532Liabilities 2024: $578,819Net Assets 2024: $416,529,7132024

Highlighted filing

2022

Assets$416,283,666
Liabilities$5,898,578
Net Assets$410,385,088
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2022: $5,744,886Expenses 2022: $29,489,009Net Income 2022: -$23,744,1232022Revenue 2023: $14,931,644Expenses 2023: $38,497,473Net Income 2023: -$23,565,8292023Revenue 2024: $13,008,639Expenses 2024: $26,561,014Net Income 2024: -$13,552,3752024

Highlighted filing

2022

Revenue$5,744,886
Expenses$29,489,009
Net Income-$23,744,123
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 22, 2024
Return Version
2022v5.0
Gross Receipts
$54,314,706
Mission and Program Overview

Mission

To provide healthcare benefits to members.

To provide health care benefits to the participating members of the veba.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$410,385,088▲ $410,385,088
Investments in Publicly Traded Securities$0$289,960,739▲ $289,960,739
Investments Other Securities-$100,342,521-
Cash and Non-Interest-Bearing Accounts$0$22,418,015▲ $22,418,015
Accounts Receivable$0$3,562,391▲ $3,562,391
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$416,283,666▲ $416,283,666
Liabilities
Accounts Payable and Accrued Expenses$0$3,360,887▲ $3,360,887
Other Liabilities$0$2,537,691▲ $2,537,691
Total Liabilities$0$5,898,578▲ $5,898,578
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$410,385,088▲ $410,385,088
Total Liabilities and Net Assets / Fund Balance$0$416,283,666▲ $416,283,666

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,342,521--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$78,754$78,754

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCRecord Keeping4 OVERLOOK POINT, Lincolnshire, IL 60069$491,476
Blackrock Financial ManagementInvestment Manager40 EAST 52ND STREET, New York, NY 10022$197,103
Morgan Stanley Investment Mgmt LtdInvestment Manager522 FIFTH AVENUE, New York, NY 10036$193,177
PimcoInvestment ManagerPO BOX 219294, Kansas City, MO 64121-9294$181,692
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,964,682
Investment Income
$3,780,204
Other Revenue
$0
Change in Net Assets
$-23,744,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,244,594
Salaries, Compensation, and Employee Benefits$78,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,165,661
Fees for Service Investment Mgmnt Fees---$931,911
Current Officers, Directors, Trustees, and Key Employees---$78,754
Fees for Services Other---$37,827
Other Expenses---$9,579
Total Functional Expenses$0$0$0$29,489,009
International Activity

International Summary

Offices
0
Employees
0
Spending
$144,310,793

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Investment in Securities-00$133,010,390
East Asia and the PacificInvestment in Securities-00$5,549,681
Central America and the CaribbeanInvestment in Pfic-00$4,753,979
North AmericaInvestment in Securities-00$870,465
Middle East and North AfricaInvestment in Securities-00$87,003
Russia and Neighboring StatesInvestment in Securities-00$39,275
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intra-plan Payable$2,537,691
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members participate in the sponsor health benefit plans and receive medical benefits from the funded veba.”

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

“The organization uses a cpa firm to prepare form 990. The return is reviewed by constellation accounting, corporate benefits and legal departments. The return is reviewed by the parties who administer the health and welfare plans that are funded by the organization and manage the assets of the organization. As such all responsible governing bodies review and approve the return prior to filing.”

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

“All parties responsible for plan assets are subject to the constellation corporation conflict of interest policy. Exelon regularly monitors compliance with its conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The organization does not pay any compensation. Consequently lines 15a and 15b are not applicable to this organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 1024, form 990, governing documents, conflict of interest policy and financial statements available upon request.”

FORM 990, PART VI:

“This organization is a voluntary employees' beneficiary association trust under irc 501(c)(9). This organization funds healthcare benefits provided under certain health and welfare plans sponsored by constellation energy corporation for its employees and their eligible dependents. This organization follows constellation's corporate policies where applicable including proper documentation of all actions taken on behalf of the plan.”

Filing and Contact Details

Filer

Filer Name
Constellation Employees Benefit
EIN
87-4514877
Phone
7792315341
Address
200 EXELON WAY, KENNETT SQUARE, PA 19348

Signing Officer

Name
Vanessa Hecht
Title
VP, Benefits
Phone
7792315341
Signed
2024-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vanessa Hecht
Formed
2022
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Intra-plan transfers 2,772,000. Transfer from exelon 457,407,439.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires the plan's management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable authorities. The company has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2022, there were no uncertain tax positions taken. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix388 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/AccountsReceivableGrp/BOYAmt00
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO THE PARTICIPATING MEMBERS OF THE VEBA.
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IRS990/BenefitsToMembersGrp/TotalAmt027165661
IRS990/BooksInCareOfDetail/PersonNm0CONSTELLATION ENERGY CORPORATION V
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 EXELON WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0KENNETT SQUARE
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3PIMCO
IRS990/ContractorCompensationGrp/ServicesDesc0RECORD KEEPING
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGER
IRS990/ContractorCompensationGrp/ServicesDesc2INVESTMENT MANAGER
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IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt027165661
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03780204
IRS990/CYOtherExpensesAmt02244594
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01964682
IRS990/CYRevenuesLessExpensesAmt0-23744123
IRS990/CYSalariesCompEmpBnftPaidAmt078754
IRS990/CYTotalExpensesAmt029489009
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05744886
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt078754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-668182
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047901638
IRS990/GrossReceiptsAmt054314706
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
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IRS990/InfoInScheduleOPartVInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES THE PLAN'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE AUTHORITIES. THE COMPANY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt587003
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4RUSSIA AND NEIGHBORING STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5MIDDLE EAST AND NORTH AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT IN PFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4INVESTMENT IN SECURITIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5INVESTMENT IN SECURITIES
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IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
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IRS990ScheduleF/TotalOfficeCnt00
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IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PARTICIPATE IN THE SPONSOR HEALTH BENEFIT PLANS AND RECEIVE MEDICAL BENEFITS FROM THE FUNDED VEBA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION USES A CPA FIRM TO PREPARE FORM 990. THE RETURN IS REVIEWED BY CONSTELLATION ACCOUNTING, CORPORATE BENEFITS AND LEGAL DEPARTMENTS. THE RETURN IS REVIEWED BY THE PARTIES WHO ADMINISTER THE HEALTH AND WELFARE PLANS THAT ARE FUNDED BY THE ORGANIZATION AND MANAGE THE ASSETS OF THE ORGANIZATION. AS SUCH ALL RESPONSIBLE GOVERNING BODIES REVIEW AND APPROVE THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL PARTIES RESPONSIBLE FOR PLAN ASSETS ARE SUBJECT TO THE CONSTELLATION CORPORATION CONFLICT OF INTEREST POLICY. EXELON REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT PAY ANY COMPENSATION. CONSEQUENTLY LINES 15A AND 15B ARE NOT APPLICABLE TO THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FORM 1024, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST UNDER IRC 501(C)(9). THIS ORGANIZATION FUNDS HEALTHCARE BENEFITS PROVIDED UNDER CERTAIN HEALTH AND WELFARE PLANS SPONSORED BY CONSTELLATION ENERGY CORPORATION FOR ITS EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. THIS ORGANIZATION FOLLOWS CONSTELLATION'S CORPORATE POLICIES WHERE APPLICABLE INCLUDING PROPER DOCUMENTATION OF ALL ACTIONS TAKEN ON BEHALF OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INTRA-PLAN TRANSFERS 2,772,000. TRANSFER FROM EXELON 457,407,439.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTELLATION ENERGY GENERATION LLC
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SPONSORING ORGANIZATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONSTELLATION ENERGY CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01310 POINT STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BALTIMORE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0416283666
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IRS990/TotalAssetsGrp/EOYAmt0416283666
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt029489009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt05898578
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IRS990/TotalLiabilitiesGrp/EOYAmt05898578
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0410385088
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01964682
IRS990/TotalReportableCompFromOrgAmt078754
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05744886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05744886
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0416283666
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd019348
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VANESSA HECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum07792315341
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTELLATION EMPLOYEES BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FOR UNION EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0874514877
ReturnHeader/Filer/PhoneNum07792315341
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LOWENTHAL
ReturnHeader/ReturnTs02024-11-22T16:19:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416,283,666
Liabilities
$5,898,578
Net assets
$410,385,088
Revenue
$5,744,886
Expenses
$29,489,009
Net income
-$23,744,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$417$0.58$417$13.0$26.6$13.6
2023Detailed filing. Detailed filing data is available for this year.$413$1.39$411$14.9$38.5$23.6
2022Detailed filing. Detailed filing data is available for this year.$416$5.90$410$5.74$29.5$23.7