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← POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA

Form 990 for tax year 2023

Filed by POST RETIREMENT BENEFIT PLAN AND TRUST FOR ELIGIBLE EMPLOYEES OF LA.

Totals

Total revenue
$9,113,793
Total expenses
$9,439,880
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$65,286
Investment income
$9,048,507
Other revenue
$0
Total assets, end of year
$256,103,526
Total liabilities, end of year
$2,707,544
Net assets or fund balances, end of year
$253,395,982
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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 $65,286 · related or exempt $65,286

  • 3 · Investment income

    total $5,252,303 · excluded $5,252,303

  • 7a · Gross sales of assets other than inventory

    securities $32,986,669

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

    securities $29,190,465

  • 7c · Gain or loss

    securities $3,796,204

  • 7d · Net gain or loss

    total $3,796,204 · excluded $3,796,204

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $9,180,680

  • 11a · Fees: management

    total $259,200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $338,130 · end of year $1,857,276

  • 11 · Investments: publicly traded securities

    beginning of year $240,483,736 · end of year $254,231,609

  • 15 · Other assets

    beginning of year $13,772 · end of year $14,641

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,365,067 · end of year $2,707,544

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 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 $238,470,571 · end of year $253,395,982

Mission and programs · 2023

Mission

PROVIDE POST-RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS TO RETIREES OF LANSING BOARD OF WATER AND LIGHT.

Activities or mission (Part I)

PROVIDE POST-RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS TO RETIREES OF LANSING BOARD OF WATER.

  • FOR THE TAX PERIOD ENDED JUNE 30, 2024 THE ORGANIZATION RECEIVED AN EMPLOYER CONTRIBUTION OF $65,286 FOR THE PURPOSE OF PROVIDING POST-RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS PERMITTED BY IRC SECTION 501(C)(9) TO RETIREES OF THE LANSING BOARD OF WATER AND LIGHT.

As filed on the 2023 return.

Listed in Part VII

  • Beth Graham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Deshon Leek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Semone James

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Anthony Mullen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • David Price

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Dale Schrader

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Tracy Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Sandra Zerkle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • LANSING BOARD OF WATER & LIGHT

    PUBLIC UTILITIES · MI

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443189349306419

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