Civic Intelligence

Pacific Gas & Electric Long-Term Disability

EIN 94-3226582 • 501(c)9 • Pittsburgh, PA

Profile

To provide long-term disability benefits to union employees.

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

6th percentile

-33%

Higher net margin than 6% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$9,317

Higher top officer pay than 40% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-14%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$115,219,313

Down $26,407,276 (-19%) from 2023

Liabilities

Down

$330

Down $19,999,670 (-100%) from 2023

Net Assets

Down

$115,218,983

Down $6,407,606 (-5.3%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin6th percentile

Revenue

Down

$25,406,364

Down $4,190,080 (-14%) from 2023

Expenses

Up

$33,746,189

Up $3,542,299 (+12%) from 2023

Net Income

Down

-$8,339,825

Down $7,732,379 (-1273%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$150M$100M$50M$0Assets 2011: $149,587,255Liabilities 2011: $0Net Assets 2011: $149,587,2552011Assets 2012: $141,880,535Liabilities 2012: $0Net Assets 2012: $141,880,5352012Assets 2013: $127,446,267Liabilities 2013: $0Net Assets 2013: $127,446,2672013Assets 2014: $131,683,963Liabilities 2014: $0Net Assets 2014: $131,683,9632014Assets 2015: $135,887,171Liabilities 2015: $0Net Assets 2015: $135,887,1712015Assets 2016: $145,344,784Liabilities 2016: $0Net Assets 2016: $145,344,7842016Assets 2017: $144,721,246Liabilities 2017: $0Net Assets 2017: $144,721,2462017Assets 2018: $134,799,993Liabilities 2018: $0Net Assets 2018: $134,799,9932018Assets 2019: $140,863,728Liabilities 2019: $0Net Assets 2019: $140,863,7282019Assets 2020: $137,596,504Liabilities 2020: $0Net Assets 2020: $137,596,5042020Assets 2021: $104,999,954Liabilities 2021: $0Net Assets 2021: $104,999,9542021Assets 2022: $116,137,747Liabilities 2022: $0Net Assets 2022: $116,137,7472022Assets 2023: $141,626,589Liabilities 2023: $20,000,000Net Assets 2023: $121,626,5892023Assets 2024: $115,219,313Liabilities 2024: $330Net Assets 2024: $115,218,9832024

Highlighted filing

2024

Assets$115,219,313
Liabilities$330
Net Assets$115,218,983
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$100M$50M$0-$50MRevenue 2011: $32,909,964Expenses 2011: $41,584,468Net Income 2011: -$8,674,5042011Expenses 2012: $38,271,1662012Revenue 2013: $25,829,930Expenses 2013: $39,214,967Net Income 2013: -$13,385,0372013Revenue 2014: $41,287,069Expenses 2014: $39,164,859Net Income 2014: $2,122,2102014Revenue 2015: $41,532,865Expenses 2015: $37,414,446Net Income 2015: $4,118,4192015Revenue 2016: $40,412,827Expenses 2016: $34,765,578Net Income 2016: $5,647,2492016Revenue 2017: $28,219,615Expenses 2017: $35,347,668Net Income 2017: -$7,128,0532017Revenue 2018: $28,301,381Expenses 2018: $35,688,042Net Income 2018: -$7,386,6612018Revenue 2019: $28,114,894Expenses 2019: $33,354,737Net Income 2019: -$5,239,8432019Revenue 2020: $23,658,412Expenses 2020: $34,012,694Net Income 2020: -$10,354,2822020Revenue 2021: $10,350,164Expenses 2021: $36,604,396Net Income 2021: -$26,254,2322021Revenue 2022: $64,426,525Expenses 2022: $34,817,215Net Income 2022: $29,609,3102022Revenue 2023: $29,596,444Expenses 2023: $30,203,890Net Income 2023: -$607,4462023Revenue 2024: $25,406,364Expenses 2024: $33,746,189Net Income 2024: -$8,339,8252024

Highlighted filing

2024

Revenue$25,406,364
Expenses$33,746,189
Net Income-$8,339,825
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,219,313
Liabilities
$330
Net assets
$115,218,983
Revenue
$25,406,364
Expenses
$33,746,189
Net income
-$8,339,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.00$115$25.4$33.7$8.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$20.0$122$29.6$30.2$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$0.00$116$64.4$34.8$29.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$10.4$36.6$26.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$138$0.00$138$23.7$34.0$10.4
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$141$0.00$141$28.1$33.4$5.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$0.00$135$28.3$35.7$7.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$145$0.00$145$28.2$35.3$7.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$145$0.00$145$40.4$34.8$5.65
2015Detailed filing. Detailed filing data is available for this year.$136$0.00$136$41.5$37.4$4.12
2014Detailed filing. Detailed filing data is available for this year.$132$0.00$132$41.3$39.2$2.12
2013Detailed filing. Detailed filing data is available for this year.$127$0.00$127$25.8$39.2$13.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$142$0.00$142$38.3
2011Summary only. Only limited summary data is available for this year.$150$0.00$150$32.9$41.6$8.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$73,289,872
Mission and Program Overview

Mission

To provide long-term disability benefits to union employees.

Provision of welfare benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$121,626,589$115,218,983▼ $6,407,606
Investments in Publicly Traded Securities$135,598,231$107,564,086▼ $28,034,145
Savings and Temporary Cash Investments$5,995,829$7,634,250▲ $1,638,421
Accounts Receivable$32,529$20,977▼ $11,552
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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 Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $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$141,626,589$115,219,313▼ $26,407,276
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$20,000,000$330▼ $19,999,670
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$20,000,000$330▼ $19,999,670
Net Assets / Fund Balance
Total Net Assets Fund Balance$121,626,589$115,218,983▼ $6,407,606
Total Liabilities and Net Assets / Fund Balance$141,626,589$115,219,313▼ $26,407,276
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$9,317$9,317

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaiser PermanenteAdministration Fee1 Kaiser Plaza, Oakland, CA 94612$403,992
Anthem Blue CrossAdministration Fee120 Monument Circle, Indianapolis, IN 46204$136,568
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,147,252
Investment Income
$2,131,194
Other Revenue
$127,918
Change in Net Assets
$-8,339,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,610,003
Salaries, Compensation, and Employee Benefits$9,317
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,126,869
Other Expenses---$1,144,834
Fees for Services Legal---$208,915
Fees for Services Other---$174,344
Fees for Service Investment Mgmnt Fees---$49,975
Fees for Services Accounting---$31,935
Current Officers, Directors, Trustees, and Key Employees---$9,317
Total Functional Expenses$0$0$0$33,746,189
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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 ItemBeginningEndChange
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 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 & B

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is pacific gas and electric(pg&e)corporation. The trust is administered by pg&e corporation 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 Sections 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 provided administrative services such as acting as investment manager for pg&e long-term disability trust for union employees. These services required 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 an 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 pg&e corporation.”

Filing and Contact Details

Filer

Filer Name
Pacific Gas & Electric Long-Term Disability
EIN
94-3226582
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly Paletta
Title
SVP, Bnym, as Truste
Phone
4122342242
Signed
2025-11-13

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1995
Legal Domicile
CA
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
Andrea McNeely
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix395 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020000000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0330
IRS990/AccountsReceivableGrp/BOYAmt032529
IRS990/AccountsReceivableGrp/EOYAmt020977
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVISION OF WELFARE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt032126869
IRS990/BooksInCareOfDetail/PersonNm0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122342242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152535007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0121626589
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0115218983
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09317
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0403992
IRS990/ContractorCompensationGrp/CompensationAmt1136568
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01 Kaiser Plaza
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1120 Monument Circle
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0OAKLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1INDIANAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094612
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd146204
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0KAISER PERMANENTE
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1ANTHEM BLUE CROSS
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION FEE
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATION FEE
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt032126869
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02131194
IRS990/CYOtherExpensesAmt01610003
IRS990/CYOtherRevenueAmt0127918
IRS990/CYProgramServiceRevenueAmt023147252
IRS990/CYRevenuesLessExpensesAmt0-8339825
IRS990/CYSalariesCompEmpBnftPaidAmt09317
IRS990/CYTotalExpensesAmt033746189
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt025406364
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVISION OF WELFARE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt031935
IRS990/FeesForServicesLegalGrp/TotalAmt0208915
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0174344
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt049975
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01816492
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt049700000
IRS990/GrossReceiptsAmt073289872
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0314702
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0314702
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0135598231
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0107564086
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047883508
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE LONG-TERM DISABILITY BENEFITS TO UNION EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0121626589
IRS990/NetAssetsOrFundBalancesEOYAmt0115218983
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01816492
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01816492
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01932219
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/TotalAmt01144834
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900009
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0127918
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0127918
IRS990/OtherRevenueTotalAmt0127918
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PrincipalOfficerNm0THE BANK OF NEW YORK MELLON
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2BENEFIT PAYMENT REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021169000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1640284
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21337968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021169000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1640284
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21337968
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IRS990/PYBenefitsPaidToMembersAmt028556522
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IRS990/PYRevenuesLessExpensesAmt0-607446
IRS990/PYSalariesCompEmpBnftPaidAmt023867
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt07634250
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS PACIFIC GAS AND ELECTRIC(PG&E)CORPORATION. THE TRUST IS ADMINISTERED BY PG&E CORPORATION 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 THE TRUST. ADDITIONALLY, THE TRUST 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/ExplanationTxt3AS 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/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR PG&E LONG-TERM DISABILITY TRUST FOR UNION EMPLOYEES. THESE SERVICES REQUIRED 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 AN 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 PG&E CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINES 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTIONS A & B LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI SECTIONS B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII LINE 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0943358729
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PG&E CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0ONE MARKET SPEAR TOWER STE 2400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094105
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelly Paletta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP, BNYM, AS TRUSTE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pacific Gas & Electric Long-Term Disability
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust For Union Empl
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0943226582
ReturnHeader/Filer/InCareOfNm0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/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/PreparerPersonNm0Andrea McNeely
ReturnHeader/ReturnTs02025-11-13T15:20:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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