DUKE ENERGY CORP POST RETIREMENT MEDICAL BENIFITS TRUST VEBA II
Cite this
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| 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
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $0 | $0 | $0 | $0 | 1456 |
2017 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $0 | $0 | $0 | $0 | 1456 |
2016 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $0 | $0 | $0 | $0 | 1456 |
2015 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $0 | $0 | $0 | $0 | 1456 |
2014 · 1 person listed · 1 paid, $75 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $75 | - | - | $75 | 1456 |
2013 · 1 person listed · 1 paid, $81 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $81 | $0 | $0 | $81 | 1456 |
2012 · 1 person listed · 1 paid, $135 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE (See Schedule O) | 0 | $135 | $0 | $0 | $135 | 1456 |
2011 · 1 person listed · 1 paid, $634 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Institution | TRUSTEE | 0 | $634 | $0 | - | $634 | 1456 |
Highest-paid independent contractors
2014 · 1 contractor · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| United Healthcare | HARTFORD, CT | Administration | $1,818,891 |
2013 · 2 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| United Healthcare | Administration | $2,546,794 | |
| Caremark | Administration | $169,744 |
2012 · 2 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| United Healthcare | HARTFORD, CT | Administration | $1,717,312 |
| Caremark | NORTHBROOK, IL | Administration | $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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2018 · Form 990 | ||||||||
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $0 | $0 | $1 | $1 | $0 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $326 | $325 | $1 | $1 | $0 | $0 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $9,405,086 | $9,756,040 | $0 | $0 | $0 | $9,404,616 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $48,739,115 | $50,172,753 | $350,954 | $350,954 | $0 | $48,720,650 | $75 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $56,180,287 | $53,944,017 | $1,784,592 | $1,784,592 | $0 | $56,170,454 | $81 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $43,263,467 | $43,702,646 | $96 | -$451,678 | $0 | $43,258,855 | $135 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $45,390,658 | $51,908,663 | $24 | -$12,499 | $0 | $44,844,241 | $634 | 0 | 0 |
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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $325 | - | - | - | 100.0% | |
| Total | $325 | 100% |
2015 · Form 990 · $9,756,040 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,751,252 | - | - | - | 100.0% | |
| Other (as described) | ADMINISTRATION FEES | $4,788 | - | - | - | 0.0% |
| Total | $9,756,040 | 100% |
2014 · Form 990 · $50,172,753 spent · pay $75 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $50,172,753 | 100% |
2013 · Form 990 · $53,944,017 spent · pay $81 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $53,944,017 | 100% |
2012 · Form 990 · $43,702,646 spent · pay $135 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $43,702,646 | 100% |
2011 · Form 990 · $51,908,663 spent · pay $634 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $51,908,663 | 100% |
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