SOUTHERN CALIFORNIA EDISON CO VEBA REPRESENTED TRUST: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN CALIFORNIA EDISON CO VEBA REPRESENTED TRUST (EIN 95-4372790)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349300401
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T00:51:22-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 W 5TH STREET SUITE 2700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900131010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954372790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA EDISON CO VEBA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6263027767 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2244 WALNUT GROVE AVENUE QUAD 2C | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917703714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA WOOD | PersonNm |
| Person Title | VICE PRESIDENT OF TAX | PersonTitleTxt |
| Phone | 6263027767 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY D FRANK | PreparerPersonNm |
| PTIN | P00287234 | PTIN |
| Phone | 2136880800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 17:43:59 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 40B1CA659B6B02CC8A600264B1F205665E55F07D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREA WOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2244 WALNUT GROVE AVE | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917703714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $804,487,673 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1991 | FormationYr |
| Legal Domicile Country | CA | LegalDomicileCountryCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE POST-RETIREMENT HEALTH AND WELFARE BENEFITS TO ITS MEMBERS WHO EXCLUSIVELY ARE REPRESENTED EMPLOYEES OF A COLLECTIVELY BARGAINED PLAN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $123,135 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $108,001 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,835,985 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,507,198 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$410,967 | PYOtherRevenueAmt |
| CY Other Revenue | $52,066 | CYOtherRevenueAmt |
| PY Total Revenue | $74,425,018 | PYTotalRevenueAmt |
| CY Total Revenue | $59,559,264 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $29,116,447 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $28,309,434 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $130,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $112,112 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,915,550 | PYOtherExpensesAmt |
| CY Other Expenses | $2,245,054 | CYOtherExpensesAmt |
| PY Total Expenses | $31,162,461 | PYTotalExpensesAmt |
| CY Total Expenses | $30,666,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,262,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,892,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,188,432,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,282,844,845 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,188,432,008 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,282,844,845 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE POST-RETIREMENT HEALTH AND WELFARE BENEFITS TO ITS MEMBERS WHO EXCLUSIVELY ARE REPRESENTED EMPLOYEES OF A COLLECTIVELY BARGAINED PLAN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) DURING THE YEAR WAS THE PAYMENT OF $28,309,434 IN HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY HENRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263021457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2244 WALNUT GROVE | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91770 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hours Per Week | 6.00 | AverageHoursPerWeekRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $0 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $112,112 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $112,112 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||
| 17107 VEN | PLAZA DE ORO SHOPPING | CA | 91316 | INVESTMENT MANAGEMENT | $571,970 |
| FRANK RUSSELL | |||||
| 1301 SECOND AVENUE 18TH FLOOR | SEATTLE | WA | 98101 | INVESTMENT MANAGEMENT | $410,538 |
| PAYDEN & RYGEL | |||||
| 333 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90071 | INVESTMENT MANAGEMENT | $165,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,756,236 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,633,101 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,135 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $766,679,371 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $744,928,409 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,750,962 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,750,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,750,962 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,066 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,066 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,559,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,436,129 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,135 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,309,434 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,112 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,787 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,770 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMINISTRATIVE FEES | $695,669 |
| OTHER EXPENSES | $11,828 |
| FEDERAL INCOME TAXES | $9,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,666,600 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,397,092 | BOYAmt |
| EOY | $60,646,047 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,200,151 | BOYAmt |
| EOY | $1,222,196,564 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,765 | BOYAmt |
| EOY | $2,234 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,432,008 | BOYAmt |
| EOY | $1,282,844,845 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,432,008 | BOYAmt |
| EOY | $1,282,844,845 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,432,008 | BOYAmt |
| EOY | $1,282,844,845 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,432,008 | BOYAmt |
| EOY | $1,282,844,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $28,892,664 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $65,520,173 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 3B | TO QUALIFY AS "EXEMPT FUNCTION INCOME", THE SET ASIDE INCOME EARNED BY A VEBA SHALL NOT EXCEED THE RESERVES PERMITTED UNDER CODE SECTION 419A FOR THE YEAR, EXCLUDING ANY RESERVE UNDER CODE SECTION 419(C)(2)(A) FOR RETIREE MEDICAL BENEFITS. UNDER CODE SECTION 419A(F)(5), NO RESERVE LIMITATION APPLIES TO COLLECTIVELY BARGAINED PLANS. THE VEBA IS EXCLUSIVELY FOR REPRESENTED EMPLOYEES AND THEREFORE, ITS INCOME QUALIFIES AS EXEMPT FUNCTION INCOME WHICH IS NOT SUBJECT TO UBTI TAX. IT IS STILL SUBJECT TO UBTI TAX ON ANY UNRELATED BUSINESS INCOME THAT IS ALLOCATED TO THE VEBA FROM INVESTMENT SCHEDULE K-1S RECEIVED. FOR THE CURRENT YEAR, THE VEBA WAS ALLOCATED INCOME AND EXPENSES FROM SEVERAL SCHEDULE K-1S THAT WERE CLASSIFIED AS UBI, WHICH RESULTED IN A NET UBI. |
| FORM 990, PART VI, SECTION A, LINE 7A | THIS VEBA IS AN INDEPENDENT TRUST WITHIN THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. ACCORDINGLY, THE EDISON INTERNATIONAL TRUST INVESTMENT COMMITTEE HAS THE ULTIMATE POWER TO MAKE THE GOVERNANCE DECISIONS, INCLUDING THE POWER TO APPOINT OR REMOVE THE INSTITUTIONAL TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THIS VEBA IS AN INDEPENDENT TRUST WITHIN THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. ACCORDINGLY, THE EDISON INTERNATIONAL TRUST INVESTMENT COMMITTEE HAS THE ULTIMATE POWER TO MAKE THE GOVERNANCE DECISIONS, INCLUDING THE POWER TO APPOINT OR REMOVE THE INSTITUTIONAL TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY DELOITTE TAX, LLP. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS SUBMITTED TO THE SOUTHERN CALIFORNIA EDISON ("SCE") TAX DEPARTMENT FOR REVIEW AND COMMENT. IT WILL BE SIGNED BY THE SCE VP OF TAX. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS AN EMPLOYEE WELFARE BENEFIT PLAN, AS DEFINED IN SECTION 3 (1) OF ERISA, THIS ORGANIZATION IS SUBJECT TO AND IN COMPLIANCE WITH A STRICTER SET OF CONFLICT OF INTEREST RULES. ITS CONFLICT OF INTEREST POLICY IS STATED IN SECTION 9.5 OF THE ORGANIZATION'S TRUST AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS ORGANIZATION DOES MAKE ITS GOVERNING DOCUMENTS (INCLUDING ITS CONFLICT OF INTEREST POLICY) AVAILABLE TO ITS MEMBERS UPON REQUEST. THE FINANCIAL STATEMENTS ARE CONTAINED IN ITS FORM 5500, WHICH IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED GAIN/LOSS ON SECURITY MOVEMENTS 65,520,173. |
| FORM 990, PART XII, LINE 2A & 2B: | THE ORGANIZATION'S NET ASSETS ARE INCLUDED AS PART OF THE TOTAL NET ASSETS HELD BY THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. THE FINANCIAL STATEMENTS OF THE PLAN ARE AUDITED ON A CONSOLIDATED BASIS. |
| FORM 990, PART VI, SECTION A, LINE 9: | THE NORTHERN TRUST, 50 S. LASALLE STREET, CHICAGO, IL 60603. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LIFE INSURANCE VEBA OF SOUTHERN CALIFORNIA EDISON COMPANY | ||||||||||
| 2244 WALNUT GROVE AVENUE QUAD 2C | ROSEMEAD | CA | 917703714 | 943157106 | PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS | CA | 501(C)(9) | N/A | N/A | 0 |
| SOUTHERN CALIFORNIA EDISON LTD VEBA TRUST | ||||||||||
| 2244 WALNUT GROVE AVENUE QUAD 2C | ROSEMEAD | CA | 917703714 | 957086061 | PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS | CA | 501(C)(9) | N/A | N/A | 0 |
| 1999 VEBA OF THE NONREPRESENTED EMPLOYEES OF SOUTHERN CA EDISON | ||||||||||
| 2244 WALNUT GROVE AVENUE QUAD 2C | ROSEMEAD | CA | 917703714 | 954742958 | PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS | CA | 501(C)(9) | N/A | N/A | 0 |
| SOUTHERN CALIFORNIA EDISON CO VEBA TR | ||||||||||
| 2244 WALNUT GROVE AVENUE QUAD 2C | ROSEMEAD | CA | 917703714 | 954372792 | PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS | CA | 501(C)(9) | N/A | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA EDISON COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2244 WALNUT GROVE AVENUE QUAD 2C | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917703714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951240335 | EIN |
| Primary Activities | GENERATOR AND DISTRIBUTOR OF ELECTRIC POWER | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |