BETA

DTE ENERGY COMPANY VEBA TR: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DTE ENERGY COMPANY VEBA TR (EIN 20-0471790)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202023169349304407
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T14:34:40-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12601 CAMBRIDGE CT STE 500AddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200471790EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DTE ENERGY COMPANY MASTER VEBA TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDTEEBusinessNameControlTxt
Phone3132351662PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ENERGY PLAZA NO 852WCBAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP482261221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA BUKPersonNm
Person TitleCIO/ASST TREASURERPersonTitleTxt
Phone3132351662PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE M HUISMANNPreparerPersonNm
PTINP00053811PTIN
Phone2483757100PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.225.103.38IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm11:26:44IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD698DD2308E3DAF4653FA6F41F4FCDAC07F8918CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANGELA BUKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ENERGY PLAZA NO 852WCBAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP482261221ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,038,989,811GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1993FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTHE VEBA WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING FOR THE FUNDING OF PAYMENTS OF CERTAIN POST-RETIREMENT LIFE INSURANCE, SICKNESS, ACCIDENT, AND OTHER SIMILAR BENEFITS UNDER CERTAIN WELFARE BENEFIT PLANS MAINTAINED OR CONTRIBUTED TO BY DTE ENERGY COMPANY.ActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$25,966,280TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$23,775,358NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$272,980,129PYProgramServiceRevenueAmt
CY Program Service Revenue$1,196,070,158CYProgramServiceRevenueAmt
PY Investment Income$64,325,072PYInvestmentIncomeAmt
CY Investment Income$180,765,805CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$337,305,201PYTotalRevenueAmt
CY Total Revenue$1,376,835,963CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$350,434,600PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,306,919,930CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$637,830PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$426,615CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,060,102PYOtherExpensesAmt
CY Other Expenses$5,763,699CYOtherExpensesAmt
PY Total Expenses$357,132,532PYTotalExpensesAmt
CY Total Expenses$1,313,110,244CYTotalExpensesAmt
PY Revenues Less Expenses-$19,827,331PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$63,725,719CYRevenuesLessExpensesAmt
Total Assets BOY$1,444,075,905TotalAssetsBOYAmt
Total Assets EOY$1,544,827,555TotalAssetsEOYAmt
Total Liabilities BOY$145,206TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,519,963TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,443,930,699NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,527,307,592NetAssetsOrFundBalancesEOYAmt
MissionTHE VEBA WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING FOR THE FUNDING OF PAYMENTS OF CERTAIN POST-RETIREMENT LIFE INSURANCE, SICKNESS, ACCIDENT, AND OTHER SIMILAR BENEFITS UNDER CERTAIN WELFARE BENEFIT PLANS MAINTAINED OR CONTRIBUTED TO BY DTE ENERGY COMPANY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPOST-RETIREMENT LIFE INSURANCE, SICKNESS, ACCIDENT, AND OTHER SIMILAR BENEFITS TO ELIGIBLE EMPLOYEES AND BENEFICIARIES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryAUForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryARForeignCountryCd
Foreign CountryBDForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryDRForeignCountryCd
Foreign CountryECForeignCountryCd
Foreign CountryICForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryMNForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountryPMForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryRQForeignCountryCd
Foreign CountryRSForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANGELA BUKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3132351662PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ENERGY PLAZA NO 852WCBAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP482261221ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STATE STREET BANK AND TRUST COBusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hours Per Week1.00AverageHoursPerWeekRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$426,615ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Total Reportable Comp From Org$426,615TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PRUDENTIAL INSURANCE CO
PRUDENTIAL PLAZANEWARKNJ07102INVESTMENT MANAGEMENT$1,779,968
STATE STREET BANK AND TRUST CO
ONE LINCOLN STREETBOSTONMA02111INVESTMENT MANAGEMENT$426,615
EARNEST PARTNERS LLC
1180 PEACHTREE STREET SUITE 2300ATLANTAGA30309INVESTMENT MANAGEMENT$419,873
LSV ASSET MANAGEMENT
155 NORTH WACKER DRIVE STE 4600CHICAGOIL606061734INVESTMENT MANAGEMENT$407,314
NB PRIVATE EQTY CREDIT OPP FUND LP
1290 AVENUE OF THE AMERICASNEW YORKNY10104INVESTMENT MANAGEMENT$386,178
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER/EMPLOYEE CONTDesc
Business900099BusinessCd
Total Revenue Column$1,196,070,158TotalRevenueColumnAmt
Related Or Exempt Func Income$1,196,070,158RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,196,070,158TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,158,493TotalRevenueColumnAmt
Unrelated Business Revenue$25,966,280UnrelatedBusinessRevenueAmt
Exclusion$57,192,213ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,759,761,160SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,662,153,848SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$97,607,312SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$97,607,312TotalRevenueColumnAmt
Exclusion$97,607,312ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,376,835,963TotalRevenueColumnAmt
Related Or Exempt Func Income$1,196,070,158RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$25,966,280UnrelatedBusinessRevenueAmt
Exclusion$154,799,525ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,306,919,930TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$426,615TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,468,987TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$294,712TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,313,110,244TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,102,638BOYAmt
EOY$93,327,412EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,048,629BOYAmt
EOY$12,877,452EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$796,771,582BOYAmt
EOY$731,551,438EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$603,153,056BOYAmt
EOY$707,071,253EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,444,075,905BOYAmt
EOY$1,544,827,555EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$145,206BOYAmt
EOY$17,519,963EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$145,206BOYAmt
EOY$17,519,963EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,443,930,699BOYAmt
EOY$1,527,307,592EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,443,930,699BOYAmt
EOY$1,527,307,592EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,444,075,905BOYAmt
EOY$1,544,827,555EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$63,725,719ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,651,174NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT PARTNERSHIPS$429,658,974C
DEBENTURES/INSURANCE CONTRACTS$249,847,365C
COMMON/COLLECTIVE TRUSTS$21,471,087C
103-12 INVESTMENT ENTITIES$6,428,449C
POOLED SEPARATE ACCOUNTS-$334,622C
FieldValueIRS element (for citing)
Total Book Value Securities$707,071,253TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$218,550,874
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$47,363,118
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMINVESTMENTS (AT END-OF-YEAR MARKET VALUE)$106,672,543
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$3,741,965
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESINVESTMENTS (AT END-OF-YEAR MARKET VALUE)$18,989,148
RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$2,223,946
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$5,386,644
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$4,216,294
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,INVESTMENTS (AT END-OF-YEAR MARKET VALUE)$633,249
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$407,144,532SubtotalSpentAmt
Continuation Spent$633,249ContinuationSpentAmt
Total Spent$407,777,781TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY A THIRD PARTY, USING DATA PROVIDED BY THE MANAGEMENT OF DTE ENERGY COMPANY ("DTE"), THE SPONSOR OF THE BENEFIT PLANS FUNDED BY THE TRUST. A DRAFT COPY OF THE RETURN IS READ BY A MEMBER OF DTE'S HUMAN RESOURCES DEPARTMENT PRIOR TO SIGNING AND FILING THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THIS INFORMATION IS PUBLICLY AVAILABLE TO THE EXTENT REQUIRED BY ERISA.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ENERGY PLAZAAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
EIN256264027EIN
Primary ActivitiesRETIREMENT BENEFITSPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Exempt Code Section401(A)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1DTE ENERGY COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ENERGY PLAZAAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP482261221ZIPCd
FieldValueIRS element (for citing)
EIN383217752EIN
Primary ActivitiesENERGY PROVIDER FOR ELECTRICITY AND NATURAL GASPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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