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← PORTLAND GENERAL ELECTRIC COMPANY VEBA FOR HEALTH REIMBURSEMENT ARRA

Form 990 for tax year 2025

Filed by PORTLAND GENERAL ELECTRIC COMPANY VEBA FOR HEALTH REIMBURSEMENT ARRA.

Totals

Total revenue
$2,935,130
Total expenses
$1,606,256
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,098,989
Investment income
$1,652,805
Other revenue
$183,336
Total assets, end of year
$18,852,310
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$18,852,310
Program services expenses (Part IX)
$1,606,256
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,606,256

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $1,065,378 · excluded $1,065,378

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTION

    total $33,611 · excluded $33,611

  • 3 · Investment income

    total $798,408 · excluded $798,408

  • 7a · Gross sales of assets other than inventory

    securities $1,465,215

  • 7b · Less cost or other basis and sales expenses

    securities $610,818

  • 7c · Gain or loss

    securities $854,397

  • 7d · Net gain or loss

    total $854,397 · excluded $854,397

  • 11a · Other revenue: MISC CASH RECEPITS

    total $183,336 · excluded $183,336

  • 11e · Other revenue, total

    $183,336

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,543,880 · program services $1,543,880

  • 5 · Compensation of officers, directors and key employees

    total $13,717 · program services $13,717

  • 11c · Fees: accounting

    total $16,939 · program services $16,939

  • 11f · Fees: investment management

    total $13,467 · program services $13,467

  • 11g · Fees: other

    total $16,000 · program services $16,000

  • 24a · Other expenses: ACCOUNT EXPENSES

    total $2,253 · program services $2,253

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,666,096 · end of year $4,310,323

  • 11 · Investments: publicly traded securities

    beginning of year $12,881,328 · end of year $14,391,571

  • 15 · Other assets

    beginning of year $0 · end of year $150,416

  • 29 · Capital stock, trust principal or current funds

    beginning of year $16,547,424 · end of year $18,852,310

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2025

Mission

PROVIDED PAYMENT OF HEALTH BENEFIT CLAIMS TO EMPLOYEES COVERED ON COLLECTIVELY BARGANED PLAN

  • PROVIDED PAYMENT OF HEALTH BENEFIT CLAIMS TO EMPLOYEES COVERED ON COLLECTIVELY BARGANED PLAN

    Expenses $1,606,256 · Revenue $2,935,130

As filed on the 2025 return.

Listed in Part VII

  • The Northern Trust Company

    TRUSTEE

    Total calculated
    $13,717
    From this org
    $13,717
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PORTLAND GENERAL ELECTRIC

    C · UTILITIES · OR

    Directly controlled by PORTLAND GENERAL ELECTRIC

Provenance

Return type
form_990
Tax year
2025
Filed
6 April 2026
IRS schema version
2025v4.1
Source object
202600969349300435

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