Civic Intelligence

Pacificorp Welfare Benefit Trust

EIN 94-3237145 • 501(c)9 • Pittsburgh, PA

Profile

The veba provides funding for life insurance coverage for eligible retired 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

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

54th percentile

6.9%

Higher net margin than 54% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$5,873

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

59th percentile

8.9%

Faster asset growth than 59% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-33%

Faster revenue growth than 4% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$59,652,109

Up $4,898,884 (+8.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$59,652,109

Up $4,898,884 (+8.9%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin54th percentile

Revenue

Down

$5,143,428

Down $2,478,741 (-33%) from 2023

Expenses

Up

$4,787,706

Up $480,054 (+11%) from 2023

Net Income

Down

$355,722

Down $2,958,795 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$80M$60M$40M$20M$0Assets 2011: $33,605,598Liabilities 2011: $0Net Assets 2011: $33,605,5982011Assets 2012: $35,440,899Liabilities 2012: $0Net Assets 2012: $35,440,8992012Assets 2013: $40,432,009Liabilities 2013: $0Net Assets 2013: $40,432,0092013Assets 2014: $43,245,600Liabilities 2014: $0Net Assets 2014: $43,245,6002014Assets 2015: $41,494,686Liabilities 2015: $0Net Assets 2015: $41,494,6862015Assets 2016: $42,709,319Liabilities 2016: $0Net Assets 2016: $42,709,3192016Assets 2017: $47,216,114Liabilities 2017: $0Net Assets 2017: $47,216,1142017Assets 2018: $43,061,401Liabilities 2018: $0Net Assets 2018: $43,061,4012018Assets 2019: $49,675,058Liabilities 2019: $0Net Assets 2019: $49,675,0582019Assets 2020: $53,694,688Liabilities 2020: $0Net Assets 2020: $53,694,6882020Assets 2021: $62,576,941Liabilities 2021: $0Net Assets 2021: $62,576,9412021Assets 2022: $48,917,139Liabilities 2022: $0Net Assets 2022: $48,917,1392022Assets 2023: $54,753,225Liabilities 2023: $0Net Assets 2023: $54,753,2252023Assets 2024: $59,652,109Liabilities 2024: $0Net Assets 2024: $59,652,1092024

Highlighted filing

2024

Assets$59,652,109
Liabilities$0
Net Assets$59,652,109
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,077,541Expenses 2011: $2,701,867Net Income 2011: $1,375,6742011Revenue 2012: $2,223,742Expenses 2012: $2,835,307Net Income 2012: -$611,5652012Revenue 2013: $2,428,595Expenses 2013: $2,368,667Net Income 2013: $59,9282013Revenue 2014: $2,308,665Expenses 2014: $2,216,962Net Income 2014: $91,7032014Revenue 2015: $2,023,436Expenses 2015: $2,950,191Net Income 2015: -$926,7552015Revenue 2016: $2,237,103Expenses 2016: $3,014,078Net Income 2016: -$776,9752016Revenue 2017: $3,321,542Expenses 2017: $2,598,156Net Income 2017: $723,3862017Revenue 2018: $2,859,968Expenses 2018: $3,661,992Net Income 2018: -$802,0242018Revenue 2019: $3,198,516Expenses 2019: $3,639,424Net Income 2019: -$440,9082019Revenue 2020: $2,749,238Expenses 2020: $4,224,890Net Income 2020: -$1,475,6522020Revenue 2021: $1,111,336Expenses 2021: $3,095,665Net Income 2021: -$1,984,3292021Revenue 2022: $3,688,231Expenses 2022: $4,077,704Net Income 2022: -$389,4732022Revenue 2023: $7,622,169Expenses 2023: $4,307,652Net Income 2023: $3,314,5172023Revenue 2024: $5,143,428Expenses 2024: $4,787,706Net Income 2024: $355,7222024

Highlighted filing

2024

Revenue$5,143,428
Expenses$4,787,706
Net Income$355,722
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
$59,652,109
Liabilities
$0
Net assets
$59,652,109
Revenue
$5,143,428
Expenses
$4,787,706
Net income
$355,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.7$0.00$59.7$5.14$4.79$0.36
2023Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$7.62$4.31$3.31
2022Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$3.69$4.08$0.39
2021Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$1.11$3.10$1.98
2020Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$2.75$4.22$1.48
2019Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$3.20$3.64$0.44
2018Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$2.86$3.66$0.80
2017Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$3.32$2.60$0.72
2016Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$2.24$3.01$0.78
2015Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$2.02$2.95$0.93
2014Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$2.31$2.22$0.09
2013Summary only. Only limited summary data is available for this year.$40.4$0.00$40.4$2.43$2.37$0.06
2012Summary only. Only limited summary data is available for this year.$35.4$0.00$35.4$2.22$2.84$0.61
2011Summary only. Only limited summary data is available for this year.$33.6$0.00$33.6$4.08$2.70$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$16,595,149
Mission and Program Overview

Mission

The veba provides funding for life insurance coverage for eligible retired employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$54,753,225$59,652,109▲ $4,898,884
Investments Other Securities$53,904,849$58,351,198▲ $4,446,349
Savings and Temporary Cash Investments$653,948$1,101,701▲ $447,753
Accounts Receivable$194,428$199,210▲ $4,782
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 Program Related$0$0→ $0
Investments in Publicly Traded Securities$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$54,753,225$59,652,109▲ $4,898,884
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,753,225$59,652,109▲ $4,898,884
Total Liabilities and Net Assets / Fund Balance$54,753,225$59,652,109▲ $4,898,884

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$41,666,630--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$5,873$5,873
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$498,228
Investment Income
$4,645,200
Other Revenue
$0
Change in Net Assets
$355,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,537,943
Salaries, Compensation, and Employee Benefits$5,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,243,890
Other Expenses---$676,267
Fees for Service Investment Mgmnt Fees---$61,454
Fees for Services Accounting---$21,500
Current Officers, Directors, Trustees, and Key Employees---$5,873
Fees for Services Other---$5,663
Total Functional Expenses$0$0$0$4,787,706
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
Audit committee
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
Yes
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 pacificorp. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such the trust does not have a governing body that exercises discretion.”

Form 990 Part VI Section B Line 11B

“A complete electronic copy of the form 990 was provided to the trustee prior to filing with the irs.”

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 processess related to employee compensation are in place.”

Form 990, 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.”

Form 990 Part VII Section A Line 1A Column (B)

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for pacificorp welfare benefit trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee 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 pacificorp welfare benefit trust.”

Filing and Contact Details

Filer

Filer Name
PacifiCorp Welfare Benefit Trust
EIN
94-3237145
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
VP, Bnym, as Trustee
Phone
4122342242
Signed
2025-09-25

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1993
Legal Domicile
Or
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
Eileen M Webb
Phone
4126447800
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IRS990/PYSalariesCompEmpBnftPaidAmt035417
IRS990/PYTotalExpensesAmt04307652
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07622169
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0355722
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0653948
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01101701
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016684568
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt141666630
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COMMON/COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueSecuritiesAmt058351198
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 PACIFICORP. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE ELECTRONIC COPY OF THE FORM 990 WAS PROVIDED TO THE TRUSTEE PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSESS RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
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 PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR PACIFICORP WELFARE BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE 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 PACIFICORP WELFARE BENEFIT TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINES 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI SECTIONS A & B LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0PPW HLDNGS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0930246090
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Electric Utility
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PACIFICORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0825 NE MULTNOMAH ST STE 1900
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0PACIFICORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1PACIFICORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2PACIFICORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PacifiCorp Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PacifiCorp Union Employees Welfare Benef
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PacifiCorp PowerRocky Mtn Power PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943089826
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1943237150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2930907018
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support Growt
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Fund Life Ins
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Expand Money
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0825 NE MULTNOMAH ST STE 1900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1825 NE MULTNOMAH ST STE 1900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2825 NE MULTNOMAH ST STE 2000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd297232
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054753225
IRS990/TotalAssetsEOYAmt059652109
IRS990/TotalAssetsGrp/BOYAmt054753225
IRS990/TotalAssetsGrp/EOYAmt059652109
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt04787706
IRS990/TotalGrossUBIAmt03938199
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054753225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059652109
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0498228
IRS990/TotalReportableCompFromOrgAmt05873
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01205229
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05143428
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03938199
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054753225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059652109
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelly Paletta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, BNYM, AS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PacifiCorp Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0943237145
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/PreparerPersonNm0Eileen M Webb
ReturnHeader/ReturnTs02025-09-25T18:59:29-05:00

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