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← THE EMPIRE DISTRICT ELECTRIC COMPANY EMPLOYEE BENEFIT PLAN

Form 990 for tax year 2025

Filed by THE EMPIRE DISTRICT ELECTRIC COMPANY EMPLOYEE BENEFIT PLAN.

Totals

Total revenue
$1,275,265
Total expenses
$2,196,843
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$41,849
Investment income
$1,233,416
Other revenue
$0
Total assets, end of year
$23,291,513
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,291,513
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 CONTRIBUTIONS

    total $41,849 · related or exempt $41,849

  • 3 · Investment income

    total $834,335 · unrelated business $834,335

  • 7a · Gross sales of assets other than inventory

    securities $4,928,929

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

    securities $4,529,848

  • 7c · Gain or loss

    securities $399,081

  • 7d · Net gain or loss

    total $399,081 · unrelated business $399,081

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,568,810

  • 5 · Compensation of officers, directors and key employees

    total $8,606

  • 11c · Fees: accounting

    total $42,144

  • 11f · Fees: investment management

    total $6,140

  • 24a · Other expenses: UBI TAXES

    total $571,143

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $22,337,474 · end of year $23,291,513

  • 29 · Capital stock, trust principal or current funds

    beginning of year $22,337,474 · end of year $23,291,513

  • 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

THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSOR'S PAYMENTS TO PROVIDE HEALTH AND DENTAL CARE BENEFITS TO NON-UNION RETIREES OF LIBERTY UTILITIES.

Activities or mission (Part I)

HEALTH & DENTAL CARE BENEFITS TO NON-UNION RETIREES OF LIBERTY UTILITIES.

  • N/A

As filed on the 2025 return.

Listed in Part VII

  • Benefit Trust Company

    TRUSTEE

    Total calculated
    $17,787
    From this org
    $8,606
    From related orgs
    $9,181
    Other
    $0
    Hours/week
    1 + 1 related

  • Punam Maini

    AUTHORIZED OFFICER

    Total calculated
    $0
    Hours/week
    1 + 41 related

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.

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.

  • LIBERTY UTILITIES CO

    C · UTILITY COMPANY · AZ

Provenance

Return type
form_990
Tax year
2025
Filed
12 May 2026
IRS schema version
2025v4.1
Source object
202601339349306685

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