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GENERAL ELECTRIC COMPANY INSURANCE PLAN TRUST CO V A DIAMANTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GENERAL ELECTRIC COMPANY INSURANCE PLAN TRUST CO V A DIAMANTE (EIN 51-0169382)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349304378
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

FieldValueIRS element (for citing)
Return2018-11-14T10:13:51-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Madison AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510169382EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GENERAL ELECTRIC INSURANCE PLAN TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% VAIDHEESH KRISHNAMURTIInCareOfNm
Business Name ControlGENEBusinessNameControlTxt
Phone2034878488PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 120073AddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP069120073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVAIDHEESH KRISHNAMURTIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2034878488PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FRIZPreparerPersonNm
PTINP00438748PTIN
Phone6464713000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.188.32IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13049920183185000018FederalOriginalSubmissionId
Federal Original Submission Id2018-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD2E6DAE59E3B0B57B6BC21A6D01EA3FF17D18519AtSubmissionCreationDeviceId
At Submission Filing Device Id141872C61EE2484E145CE7DD1027B534145F60B2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVAIDHEESH KRISHNAMURTIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 120073AddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP069120073ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,217,194,934GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1987FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE BENEFITS TO ELIGIBLE MEMBERS TO PAY FOR MEDICAL & DENTAL PAY FOR MEDICAL&DENTAL EXPENSES,FLEXIBLE SPENDING ACCOUNTS, SHORT-TERM DISABILITY & LIFE ACCIDENTAL DEATH, DISMEMBERMENT INSURANCE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$3,135,606TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,854,742NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,869,271,933PYProgramServiceRevenueAmt
CY Program Service Revenue$1,686,961,262CYProgramServiceRevenueAmt
PY Investment Income$34,212,415PYInvestmentIncomeAmt
CY Investment Income$136,822,820CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,903,484,348PYTotalRevenueAmt
CY Total Revenue$1,823,784,082CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,005,817,779PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,747,306,571CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$54,422,893PYOtherExpensesAmt
CY Other Expenses$46,400,515CYOtherExpensesAmt
PY Total Expenses$2,060,240,672PYTotalExpensesAmt
CY Total Expenses$1,793,707,086CYTotalExpensesAmt
PY Revenues Less Expenses-$156,756,324PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,076,996CYRevenuesLessExpensesAmt
Total Assets BOY$711,641,300TotalAssetsBOYAmt
Total Assets EOY$804,036,411TotalAssetsEOYAmt
Total Liabilities BOY$31,433,760TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,671,818TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$680,207,540NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$660,364,593NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIN ACCORDANCE WITH THE PLANS TERMS, THE PLAN PROVIDES BENEFITS TO PAY FOR: MEDICAL EXPENSES, DENTAL EXPENSES, FLEXIBLE SPENDING ACCOUNTS FOR OTHERWISE UNREIMBURSED MEDICAL AND DEPENDENT CARE EXPENSES, SHORT-TERM DISABILITY BENEFITS FOR NON-OCCUPATIONAL ILLNESS OR INJURY, AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,747,306,571ExpenseAmt
Revenue$1,686,961,262RevenueAmt
DescTHE TRUST PROVIDES FUNDING FOR THE PAYMENT OF BENEFITS TO ELIGIBLE PERSONS.Desc
Total Program Service Expenses$1,747,306,571TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVAIDHEESH KRISHNAMURTIPersonNm
Phone2034878488PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 SUMMER STREETAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATTHEW ZAKRZEWSKI
TRUSTEE1.00.0Yes (X)$0$0$0
GREGORY BOULERIS
TRUSTEE1.00.0Yes (X)$0$0$0
VAIDHEESH KRISHNAMURTI
TRUSTEE1.00.0Yes (X)$0$0$0
SCOTT SILBERSTEIN
TRUSTEE1.00.0Yes (X)$0$0$0
PAMELA WESTMORELAND
TRUSTEE1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STATE STREET GLOBAL ADVISORS
1600 SUMMER STREETSTAMFORDCT06905INVESTMENT MGMT$1,819,125
TRIDENT IV LP
C/O STONE POINT CAPITAL 20 HORSENEGREENWICHCT06830INVESTMENT MGMT$1,023,993
STATE STREET BANK AND TRUST
ONE LINCOLN STREETBOSTONMA02111CUSTODIAN$354,060
PRICEWATERHOUSECOOPERS LLP
300 MADISON AVENUENEW YORKNY10017TAX SERVICES$255,165
KPMG LLP
515 BROADWAYALBANYNY12207ACCOUNTING SERVICES$220,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$1,287,802,499$1,287,802,499
PARTICIPANT CONTRIBUTIONS900099$399,158,763$399,158,763
FieldValueIRS element (for citing)
Total Program Service Revenue$1,686,961,262TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,490,934TotalRevenueColumnAmt
Unrelated Business Revenue-$210,305UnrelatedBusinessRevenueAmt
Exclusion$5,701,239ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,524,742,738SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,393,410,852SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$131,331,886SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,331,886TotalRevenueColumnAmt
Unrelated Business Revenue$3,345,911UnrelatedBusinessRevenueAmt
Exclusion$127,985,975ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,823,784,082TotalRevenueColumnAmt
Related Or Exempt Func Income$1,686,961,262RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,135,606UnrelatedBusinessRevenueAmt
Exclusion$133,687,214ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,747,306,571TotalAmt
Program Services$1,747,306,571ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,318,949TotalAmt
Management And General$4,318,949ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE EXPENSESDesc
Total$42,081,566TotalAmt
Management And General$42,081,566ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,793,707,086TotalAmt
Program Services$1,747,306,571ProgramServicesAmt
Management And General$46,400,515ManagementAndGeneralAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,420,991BOYAmt
EOY$3,041,019EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,694,402BOYAmt
EOY$5,164,801EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$550,692,467BOYAmt
EOY$622,296,590EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$86,589,856BOYAmt
EOY$50,127,898EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$68,243,584BOYAmt
EOY$123,406,103EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$711,641,300BOYAmt
EOY$804,036,411EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,295,130BOYAmt
EOY$12,290,693EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,138,630BOYAmt
EOY$131,381,125EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,433,760BOYAmt
EOY$143,671,818EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$680,207,540BOYAmt
EOY$660,364,593EOYAmt

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$680,207,540BOYAmt
EOY$660,364,593EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$711,641,300BOYAmt
EOY$804,036,411EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,076,996ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$49,919,943NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY SECURITIES$41,468,407F
REAL ESTATE SECURITIES$1,201,975F
HEDGE FUND AND DERIVATIVES$7,457,516F
FieldValueIRS element (for citing)
Total Book Value Securities$50,127,898TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM BROKERS$14,718,403
COMPANY CONTRIBUTIONS$107,778,695
OTHER RECEIVABLE - PROVIDER$909,005
FieldValueIRS element (for citing)
Total Book Value Other Assets$123,406,103TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BROKERSDesc
Amt$131,381,125Amt
FieldValueIRS element (for citing)
Total Liability$131,381,125TotalLiabilityAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)Investments$6,903,799
North AmericaInvestments$1,482,485
East Asia and the PacificInvestments$836,411
South AmericaInvestments$832,134
Central America and the CaribbeanInvestments$212,700
FieldValueIRS element (for citing)
Subtotal Spent$10,267,529SubtotalSpentAmt
Total Spent$10,267,529TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4B-STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCEAUTHORITY OVER A FINANCIAL ACCOUNT IN A FOREIGN COUNTRY GENERAL ELECTRIC INSURANCE PLAN TRUST HAS AUTHORITY OVER FINANCIAL ACCOUNTS IN THE FOLLOWING COUNTRIES: AUSTRALIA BELGIUM CANADA CAYMAN ISLANDS FRANCE GERMANY HONG KONG INDIA ITALY JAPAN LUXEMBOURG NETHERLANDS NORWAY PORTUGAL SOUTH AFRICA SOUTH KOREA SPAIN SWEDEN SWITZERLAND TAIWAN UNITED KINGDOM
PART VI, SECTION A, IN GENERAL-GOVERNING BODY AND MANAGEMENTGE INSURANCE PLAN TRUST ("GEIPT") IS A VOLUNTARY EMPLOYEES' BENEFICIARIES ASSOCIATION EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(9). GEIPT FORMS PART OF FOUR HEALTH AND WELFARE PLANS SPONSORED BY GENERAL ELECTRIC COMPANY ("GE"). EACH OF THE FOUR PLANS INVESTS THEIR RESPECTIVE ASSETS IN GEIPT. STATE STREET GLOBAL ADVISORS ("SSGA"), A DIVISION OF STATE STREET BANK AND TRUST COMPANY, WAS APPOINTED INVESTMENT ADVISOR BY GEIPT AND MANAGES THE ASSETS ACCORDINGLY.
PART VI, SECTION B, LINE 11-GOVERNING BODY AND MANAGEMENTEACH OF THE FOUR HEALTH AND WELFARE PLANS REFERENCED PREVIOUSLY ARE AUDITED BY INDEPENDENT AUDITORS (KPMG) ANNUALLY. AS PART OF EACH PLANS' AUDIT, GEIPT'S FINANCIAL POSITION IS AUDITED, HOWEVER, AN AUDIT OPINION IS NOT SEPARATELY ISSUED. THE SUPPORTING INFORMATION REQUIRED TO TIMELY AND ACCURATELY COMPLETE SUCH AUDIT IS CONCURRENTLY FURNISHED TO GEIPT'S PAID PREPARER, PRICEWATERHOUSECOOPERS LLP ("PWC"). FORM 990, AS PREPARED BY PWC, IS FURNISHED TO THE SSGA TAX DEPARTMENT FOR REVIEW. THE SSGA TAX DEPARTMENT REVIEWS FORM 990 AS PREPARED BY PWC FOR ACCURACY. UPON APPROVAL, THE SSGA TAX DEPARTMENT REVIEWS FORM 990 (AND FORM 990-T, IF REQUIRED) WITH SSGA'S FINANCIAL LEADER AND APPROPRIATE INDIVIDUALS IN GE'S TAX DEPARTMENT PRIOR TO SIGNATURE AND FILING. THE FINANCE LEADER SERVES AS TRUSTEE TO GEIPT AND IS DESIGNATED WITH FINANCIAL AND TAX REPORTING RESPONSIBILITY WITH RESPECT TO GEIPT.
PART VI, SECTION B, LINES 12, 13 & 14 - GOVERNING BODY AND MANAGEMENTSSGA IS A REGISTERED INVESTMENT ADVISER UNDER THE INVESTMENT ADVISERS ACT OF 1940, AS AMENDED AND PROVIDES INVESTMENT MANAGEMENT SERVICES TO GEIPT. SSGA HAS ADOPTED POLICIES THAT EXTEND TO GEIPT COVERING, BUT NOT LIMITED TO, CONFLICTS OF INTEREST, INTEGRITY CONCERNS AND DOCUMENT RETENTION AND DESTRUCTION. SUCH POLICIES ARE ADMINISTERED BY SSGA'S COMPLIANCE DEPARTMENT. ALL EMPLOYEES OF GEIPT'S INVESTMENT ADVISER ARE REQUIRED TO COMPLY WITH SUCH POLICIES AND MUST CONFIRM, NO LESS THAN QUARTERLY, COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY.
PART VI, SECTION B, LINE 15 - POLICIESGEIPT DOES NOT HAVE EMPLOYEES.
PART VI, SECTION C, LINE 19 - DISCLOSURENO DOCUMENTS AVAILABLE TO THE PUBLIC.
PART VII, SECTION A - AVERAGE HOURS PER WEEKIN TOTAL, IT IS ESTIMATED THAT EACH BOARD MEMBER SPENDS LESS THAN ONE HOUR PER WEEK ON THE ACTIVITIES OF THIS ORGANIZATION.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SUMMER STREET 2007 IPT PE INVTS LLC
1600 SUMMER STREETSTAMFORDCT06905510169382HOLDING CO.DE-$3,361,077$3,350,550GEIPT
SUMMER STREET 2008 IPT PE INVTS LLC
1600 SUMMER STREETSTAMFORDCT06905510169382HOLDING CO.DE-$708,100$7,252,326GEIPT
SUMMER ST IPT US PVT EQ INVTRS 2005 LLC
1600 SUMMER STREETSTAMFORDCT06905510169382HOLDING CO.DE-$1,237,303$4,157,001GEIPT

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1General Electric Pension TrustBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 120073 C/O SSGA TAX DEPTAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06912ZIPCd
FieldValueIRS element (for citing)
EIN146015763EIN
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd
Exempt Code Section401(A)TRUSTExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1GENERAL ELECTRIC CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13135 EASTON TURNPIKEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06828ZIPCd
FieldValueIRS element (for citing)
EIN140689340EIN
Primary ActivitiesTECH/FINANCL SRVCPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Ownership0.00000OwnershipPct
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd