DUKE ENERGY CORP POST RETIREMENT MEDICAL BENIFITS TRUST VEBA II

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Plain text DUKE ENERGY CORP POST RETIREMENT MEDICAL BENIFITS TRUST VEBA II. furp.org, nonprofit organization profile, tax years 2011–2018. https://furp.org/org/duke-energy-corp-post-retirement-medical-benifits-trust-veba-ii-367014470. Retrieved 2026-10-25.

APA furp.org. (n.d.). DUKE ENERGY CORP POST RETIREMENT MEDICAL BENIFITS TRUST VEBA II [Nonprofit organization profile; tax years 2011–2018]. Retrieved October 25, 2026, from https://furp.org/org/duke-energy-corp-post-retirement-medical-benifits-trust-veba-ii-367014470

MLA “DUKE ENERGY CORP POST RETIREMENT MEDICAL BENIFITS TRUST VEBA II.” furp.org, tax years 2011–2018, https://furp.org/org/duke-energy-corp-post-retirement-medical-benifits-trust-veba-ii-367014470. Accessed 25 Oct. 2026.

Retrieved 2026-10-25; covers tax years 2011–2018. Data: furp.org, CC BY 4.0.

2018 · Form 990 · revenue $0 · expenses $0 · assets $0

Also known as
Medical Benefits Trust VEBA II
EIN
36-7014470
Address
PO BOX 535007, PITTSBURGH, PA 15253-5007
NTEE code
-
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
December 1993 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Form 990-N e-postcards
1 filed, 2025 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

BENEFITS TRUST FOR RETIREE MEDICAL PLAN ASSETS

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
The Bank Of New York Mellon Institution TRUSTEE (See Schedule O)2011-2018 $0$925 1456

People by year

2018 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $0$0$0 $01456
2017 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $0$0$0 $01456
2016 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $0$0$0 $01456
2015 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $0$0$0 $01456
2014 · 1 person listed · 1 paid, $75 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $75-- $751456
2013 · 1 person listed · 1 paid, $81 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $81$0$0 $811456
2012 · 1 person listed · 1 paid, $135 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE (See Schedule O)0 $135$0$0 $1351456
2011 · 1 person listed · 1 paid, $634 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Bank of New York Mellon Institution TRUSTEE0 $634$0- $6341456

Highest-paid independent contractors

2014 · 1 contractor · $1.8M
NameLocationServicePaid
United HealthcareHARTFORD, CTAdministration$1,818,891
2013 · 2 contractors · $2.7M
NameLocationServicePaid
United HealthcareAdministration$2,546,794
CaremarkAdministration$169,744
2012 · 2 contractors · $1.9M
NameLocationServicePaid
United HealthcareHARTFORD, CTAdministration$1,717,312
CaremarkNORTHBROOK, ILAdministration$208,041

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$0$0 $0$0 $0$0 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$0$0 $1$1 $0$0 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$326$325 $1$1 $0$0 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$9,405,086$9,756,040 $0$0 $0$9,404,616 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$48,739,115$50,172,753 $350,954$350,954 $0$48,720,650 $7500
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$56,180,287$53,944,017 $1,784,592$1,784,592 $0$56,170,454 $8100
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$43,263,467$43,702,646 $96-$451,678 $0$43,258,855 $13500
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$45,390,658$51,908,663 $24-$12,499 $0$44,844,241 $63400

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2016 · Form 990 · $325 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $325--- 100.0%
Total$325100%

View the filing

2015 · Form 990 · $9,756,040 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,751,252--- 100.0%
Other (as described)ADMINISTRATION FEES $4,788--- 0.0%
Total$9,756,040100%

View the filing

2014 · Form 990 · $50,172,753 spent · pay $75 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $48,419,736--- 96.5%
Other (as described)ADMINISTRATION FEES $1,871,499--- 3.7%
Fees: accounting $10,224--- 0.0%
Other (as described)UBIT ESTIMATED TAX $319--- 0.0%
Pay: officers, directors, trustees, key employees $75--- 0.0%
Other (as described)TAX REFUND -$129,100--- -0.3%
Total$50,172,753100%

View the filing

2013 · Form 990 · $53,944,017 spent · pay $81 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $51,208,679--- 94.9%
Other (as described)ADMINISTRATION FEES $2,716,538--- 5.0%
Fees: accounting $11,268--- 0.0%
Other (as described)CONSULTING FEES $6,950--- 0.0%
Other (as described)UBIT ESTIMATED TAX $501--- 0.0%
Pay: officers, directors, trustees, key employees $81--- 0.0%
Total$53,944,017100%

View the filing

2012 · Form 990 · $43,702,646 spent · pay $135 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $41,766,393--- 95.6%
Other (as described)ADMINISTRATION $1,925,353--- 4.4%
Fees: accounting $8,756--- 0.0%
Other (as described)UBIT ESTIMATED TAX $1,100--- 0.0%
Fees: investment management $909--- 0.0%
Pay: officers, directors, trustees, key employees $135--- 0.0%
Total$43,702,646100%

View the filing

2011 · Form 990 · $51,908,663 spent · pay $634 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $49,729,761--- 95.8%
Other (as described)ADMINISTRATION $2,164,680--- 4.2%
Fees: accounting $9,279--- 0.0%
Fees: investment management $4,309--- 0.0%
Pay: officers, directors, trustees, key employees $634--- 0.0%
Total$51,908,663100%

View the filing

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