Civic Intelligence

Pacificorp Union Employees Welfare

EIN 94-3237150 • 501(c)9 • Pittsburgh, PA

Profile

This veba provides post retirement medical benefits for eligible bargaining retirees.

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

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

3rd percentile

-80%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

47th percentile

$27,183

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

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

Asset Growth

25th percentile

-1.6%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

4th percentile

-33%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$187,292,114

Down $3,092,164 (-1.6%) from 2023

Liabilities

Down

$0

Down $380,996 (-100%) from 2023

Net Assets

Down

$187,292,114

Down $2,711,168 (-1.4%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin3rd percentile

Revenue

Down

$5,291,192

Down $2,590,010 (-33%) from 2023

Expenses

Down

$9,507,479

Down $90,730 (-0.9%) from 2023

Net Income

Down

-$4,216,287

Down $2,499,280 (-146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$400M$300M$200M$100M$0Assets 2011: $280,916,095Liabilities 2011: $0Net Assets 2011: $280,916,0952011Assets 2012: $312,276,008Liabilities 2012: $217,935Net Assets 2012: $312,058,0732012Assets 2013: $361,606,875Liabilities 2013: $466,931Net Assets 2013: $361,139,9442013Assets 2014: $363,493,073Liabilities 2014: $139,759Net Assets 2014: $363,353,3142014Assets 2015: $194,499,866Liabilities 2015: $88,191Net Assets 2015: $194,411,6752015Assets 2016: $196,162,110Liabilities 2016: $143,298Net Assets 2016: $196,018,8122016Assets 2017: $220,787,684Liabilities 2017: $762,462Net Assets 2017: $220,025,2222017Assets 2018: $201,998,714Liabilities 2018: $156,342Net Assets 2018: $201,842,3722018Assets 2019: $232,058,469Liabilities 2019: $0Net Assets 2019: $232,058,4692019Assets 2020: $245,095,194Liabilities 2020: $18,484,648Net Assets 2020: $226,610,5462020Assets 2021: $242,042,398Liabilities 2021: $24,292,626Net Assets 2021: $217,749,7722021Assets 2022: $184,368,441Liabilities 2022: $0Net Assets 2022: $184,368,4412022Assets 2023: $190,384,278Liabilities 2023: $380,996Net Assets 2023: $190,003,2822023Assets 2024: $187,292,114Liabilities 2024: $0Net Assets 2024: $187,292,1142024

Highlighted filing

2024

Assets$187,292,114
Liabilities$0
Net Assets$187,292,114
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $36,564,400Expenses 2011: $20,461,816Net Income 2011: $16,102,5842011Revenue 2012: $28,356,698Expenses 2012: $16,513,660Net Income 2012: $11,843,0382012Revenue 2013: $31,187,699Expenses 2013: $23,194,670Net Income 2013: $7,993,0292013Revenue 2014: $54,335,995Expenses 2014: $19,236,756Net Income 2014: $35,099,2392014Revenue 2015: $18,750,669Expenses 2015: $22,897,563Net Income 2015: -$4,146,8942015Revenue 2016: $8,730,246Expenses 2016: $12,444,831Net Income 2016: -$3,714,5852016Revenue 2017: $17,385,983Expenses 2017: $13,528,481Net Income 2017: $3,857,5022017Revenue 2018: $27,523,966Expenses 2018: $12,186,189Net Income 2018: $15,337,7772018Revenue 2019: $18,520,323Expenses 2019: $10,191,442Net Income 2019: $8,328,8812019Revenue 2020: $42,623,125Expenses 2020: $11,414,726Net Income 2020: $31,208,3992020Revenue 2021: $9,647,295Expenses 2021: $10,616,254Net Income 2021: -$968,9592021Revenue 2022: $4,639,480Expenses 2022: $10,313,103Net Income 2022: -$5,673,6232022Revenue 2023: $7,881,202Expenses 2023: $9,598,209Net Income 2023: -$1,717,0072023Revenue 2024: $5,291,192Expenses 2024: $9,507,479Net Income 2024: -$4,216,2872024

Highlighted filing

2024

Revenue$5,291,192
Expenses$9,507,479
Net Income-$4,216,287
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
$187,292,114
Liabilities
$0
Net assets
$187,292,114
Revenue
$5,291,192
Expenses
$9,507,479
Net income
-$4,216,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$0.00$187$5.29$9.51$4.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$190$0.38$190$7.88$9.60$1.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$0.00$184$4.64$10.3$5.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$24.3$218$9.65$10.6$0.97
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$245$18.5$227$42.6$11.4$31.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$232$0.00$232$18.5$10.2$8.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$202$0.16$202$27.5$12.2$15.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$221$0.76$220$17.4$13.5$3.86
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$196$0.14$196$8.73$12.4$3.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$194$0.09$194$18.8$22.9$4.15
2014Detailed filing. Detailed filing data is available for this year.$363$0.14$363$54.3$19.2$35.1
2013Summary only. Only limited summary data is available for this year.$362$0.47$361$31.2$23.2$7.99
2012Summary only. Only limited summary data is available for this year.$312$0.22$312$28.4$16.5$11.8
2011Summary only. Only limited summary data is available for this year.$281$0.00$281$36.6$20.5$16.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$84,404,965
Mission and Program Overview

Mission

This veba provides post retirement medical benefits for eligible bargaining retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$190,003,282$187,292,114▼ $2,711,168
Investments Other Securities$103,285,525$102,215,745▼ $1,069,780
Investments in Publicly Traded Securities$76,794,224$78,426,954▲ $1,632,730
Savings and Temporary Cash Investments$9,374,289$5,775,842▼ $3,598,447
Accounts Receivable$930,201$873,573▼ $56,628
Cash and Non-Interest-Bearing Accounts$39--
Total Assets$190,384,278$187,292,114▼ $3,092,164
Liabilities
Accounts Payable and Accrued Expenses$380,996--
Total Liabilities$380,996$0▼ $380,996
Net Assets / Fund Balance
Total Net Assets Fund Balance$190,003,282$187,292,114▼ $2,711,168
Total Liabilities and Net Assets / Fund Balance$190,384,278$187,292,114▼ $3,092,164

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$54,903--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$27,183$27,183

Highest Paid Contractors

ContractorServicesLocationCompensation
Dodge And CoxInvestment Management FeesPO BOX 219502, Kansas City, MO 64121-9502$235,200
PimcoInvestment Management Fees650 NEWPORT CENTER DRIVE, Newport Beach, CA 92660$159,433
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,442,538
Investment Income
$3,845,944
Other Revenue
$2,710
Change in Net Assets
$-4,216,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$601,839
Salaries, Compensation, and Employee Benefits$27,183
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$8,878,457--$8,878,457
Fees for Service Investment Mgmnt Fees$394,656--$394,656
Other Expenses$180,021--$180,021
Current Officers, Directors, Trustees, and Key Employees$27,183--$27,183
Fees for Services Accounting$21,500--$21,500
Fees for Services Other$5,662--$5,662
Total Functional Expenses$9,507,479$0$0$9,507,479
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
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 processes related to employee compensation are in place.”

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 union employees 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,”

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

“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 union employees welfare benefit trust.”

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
Pacificorp Union Employees Welfare
EIN
94-3237150
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
2025-07-31

Organization Details

Formed
1993
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Morgan Eads
Phone
4126447800
Raw XML Appendix344 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/AccountsPayableAccrExpnssGrp/BOYAmt0380996
IRS990/AccountsReceivableGrp/BOYAmt0930201
IRS990/AccountsReceivableGrp/EOYAmt0873573
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS VEBA PROVIDES POST RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE BARGAINING RETIREES.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt08878457
IRS990/BenefitsToMembersGrp/TotalAmt08878457
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/BOYAmt0190003282
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0187292114
IRS990/CashNonInterestBearingGrp/BOYAmt039
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt027183
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt027183
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0235200
IRS990/ContractorCompensationGrp/CompensationAmt1159433
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 219502
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1650 NEWPORT CENTER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KANSAS CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEWPORT BEACH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0641219502
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192660
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0DODGE AND COX
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1PIMCO
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT FEES
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGEMENT FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt08878457
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03845944
IRS990/CYOtherExpensesAmt0601839
IRS990/CYOtherRevenueAmt02710
IRS990/CYProgramServiceRevenueAmt01442538
IRS990/CYRevenuesLessExpensesAmt0-4216287
IRS990/CYSalariesCompEmpBnftPaidAmt027183
IRS990/CYTotalExpensesAmt09507479
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05291192
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0BENEFITS PAID TO MEMBERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt021500
IRS990/FeesForServicesAccountingGrp/TotalAmt021500
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05662
IRS990/FeesForServicesOtherGrp/TotalAmt05662
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0394656
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0394656
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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/ReportableCompFromOrgAmt027183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-4988210
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt074125563
IRS990/GrossReceiptsAmt084404965
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08834154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08834154
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0103285525
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0102215745
IRS990/InvestmentsPubTradedSecGrp/BOYAmt076794224
IRS990/InvestmentsPubTradedSecGrp/EOYAmt078426954
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt079113773
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THIS VEBA PROVIDES POST RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE BARGAINING RETIREES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0190003282
IRS990/NetAssetsOrFundBalancesEOYAmt0187292114
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4988210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4988210
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01505119
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0180021
IRS990/OtherExpensesGrp/TotalAmt0180021
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CONSENT FEE INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02710
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02710
IRS990/OtherRevenueTotalAmt02710
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01442538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01442538
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt08951330
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IRS990/PYOtherExpensesAmt0612129
IRS990/PYOtherRevenueAmt02950
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IRS990/PYTotalExpensesAmt09598209
IRS990/PYTotalRevenueAmt07881202
IRS990/ReconcilationRevenueExpnssAmt0-4216287
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09374289
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05775842
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt061744031
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt138417722
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21999089
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt354903
IRS990ScheduleD/OtherSecuritiesGrp/Desc0US GOVERNMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE DEBT INSTRUMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3COMMON/COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0102215745
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 PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE 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 UNION EMPLOYEES 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,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUT 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 UNION EMPLOYEES WELFARE BENEFIT TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AS 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/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 VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN EADS
ReturnHeader/ReturnTs02025-07-31T09:01:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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