STRATEGY STUDIO / PUBLIC DATA EXPLORER

PINNACLE WEST CAPITAL CORPORATION LIFE INSURANCE BENEFITS TRUST

Cite this

Plain text PINNACLE WEST CAPITAL CORPORATION LIFE INSURANCE BENEFITS TRUST. Strategy Studio, nonprofit organization profile, tax years 2018–2024. https://strategystudio.org/org/816137331. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). PINNACLE WEST CAPITAL CORPORATION LIFE INSURANCE BENEFITS TRUST [Nonprofit organization profile; tax years 2018–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/816137331

MLA “PINNACLE WEST CAPITAL CORPORATION LIFE INSURANCE BENEFITS TRUST.” Strategy Studio, tax years 2018–2024, https://strategystudio.org/org/816137331. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2018–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $5.9M · expenses $236K · assets $71.2M

Also known as
INSURANCE BENEFITS TRUST
EIN
81-6137331
Address
C/O STATE STREET BANK TRUST CO, HERITAGE DR N QU, MA 02171-0000
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2019
Cross-check
ProPublica Nonprofit Explorer

Mission

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
State Street Bank Tr Institution (former) TRUSTEE2019 $35,471$35,471 19

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
State Street Bank Trust Comp Institution TRUSTEE2018-2024 1 $0 reported 6

People by year

2024 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $0$0$0 $06
2023 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $0$0$0 $06
2022 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $0$0$0 $06
2021 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $0$0$0 $06
2020 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $0$0$0 $06
2019 · 1 person listed · 1 paid, $35K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TR Institution TRUSTEE1 $35,471$0$0 $35,47119
2018 · 1 person listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $0$0$0 $06

Highest-paid independent contractors

No independent contractors reported.

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
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$5,913,453$236,489 $71,187,979$70,979,691 $0$0 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,847,291$175,733 $70,194,968$70,034,254 $0$0 $000
2022 · Form 990 period ending 2022-12-31 · amended · view filing · original 990 ↗
$6,830,999$2,304,050 $71,411,243$70,910,498 $0$0 $000
2022 · Form 990 period ending 2022-12-31 · superseded · view filing · original 990 ↗
$462,515,260$21,127,536 $458,793,148$458,793,148 $0$0 $10,70300
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
-$272,627$1,667,593 $76,247,741$75,964,046 $0$0 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
-$1,771,150$1,847,135 $72,763,321$72,697,401 $0$0 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
-$3,196,398$2,498,674 $65,202,237$65,040,527 $0$0 $35,47100
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$698,911$4,177,639 $63,193,410$62,088,660 $0$0 $000

Funders of this organization

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

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PINNACLE WEST CAPITAL CORPORATION NON-UNION HEALTH BENEFITS TRUSTMAY43 $11,400,669$12,955,564 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
BOSTON PLASTERERS & CEMENT MASONS & ASPHALT LAYERS LOC 534 HLTH & WELFMAY43 $4,861,217$5,615,009 TRUSTEE$190,254 Same NTEE code Y43, revenue within 2x, same state, similar mission
MASSACHUSETTS LABORERS LEGAL SERVICE FUNDMAY43 $3,783,302$2,934,111 ADMINISTRATOR$338,795 Same NTEE code Y43, revenue within 2x, same state, similar mission
OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLANMAY43 $10,494,403$10,770,416 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
GPU COMPANIES BASIC LIFE INS PLAN FOR NON-BARGAINING RETIREESMAY43 $7,880,185$1,220,944 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUSTMAY43 $7,388,218-$2,561,276 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
KEYSPAN CORPORATION LIFE INSURANCE MASTER TR FOR MANAGEMENT EMPLOYEESPAY43 $6,768,536$6,172,764 TRUSTEE (SEE SCHEDULE O)$16,612 Same NTEE code Y43, revenue within 2x, similar mission
POST-RETIREMENT LIFE INS BENEFIT TR FOR ONCOR PARTICIPANTSPAY43 $8,126,996$8,010,313 TRUSTEE (SEE SCHEDULE O)$0 Same NTEE code Y43, revenue within 2x, similar mission
GRANITE STATE ELECTRIC COMPANY POST RETIREMENT BENEFIT TRUST FOR THEPAY43 $5,878,087$11,177,430 TRUSTEE (SEE SCHEDULE O)$5,937 Same NTEE code Y43, revenue within 2x, similar mission
POST-RET HEALTH CARE BENEFIT TR FOR NON-BARGAINED ONCOR PARTICIPANTSPAY43 $10,485,517$11,511,862 Trustee (Schedule O)$0 Same NTEE code Y43, revenue within 2x, similar mission
POST-RET HEALTHCARE BENEFIT TR FOR BARGAINING UNIT ONCOR PARTICIPANTSPAY43 $4,208,604$4,779,731 TRUSTEE (SEE SCHEDULE O)$0 Same NTEE code Y43, revenue within 2x, similar mission
PRINCIPAL TRUST FOR LIFE INSURANCE BENEFITS FOR EMPLOYEESIAY43 $10,236,651$11,497,863 Investment Committee$0 Same NTEE code Y43, revenue within 2x, similar mission
DOMINION RESOURCES SERVICES INC RETIREE MEDICAL WELFARE TRNYY43 $9,779,631$3,302,147 TRUSTEE (See Schedule O)$36,723 Same NTEE code Y43, revenue within 2x, similar mission
TEAMSTERS VACATION TRUST FUNDNVY43 $6,120,008$5,993,206 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
TEAMSTERS LOCAL 631 CONVENTION INDUSTRY VACATION SAVINGS TRNVY43 $9,111,553$9,137,052 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
WEST VIRGINIA PLUMBERS AND STEAMFITTERS TRUST FUNDWVY43 $5,712,143$5,271,701 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
SAN ANTONIO POLICE OFFICERS AND FIREFIGHTERS BENEFIT PL AND TRTXY43 $4,177,663$4,719,861 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUSTINY43 $3,506,172$1,967,714 AGENT OF PLN ADMINISTRATOR$0 Same NTEE code Y43, revenue within 2x, similar mission
NGS NON-EXEMPT EMPLOYEE BENEFIT TRUSTINY43 $9,718,992$10,209,275 TRUSTEE$720 Same NTEE code Y43, revenue within 2x, similar mission
WHEELING-PITTSBURGH STEEL CORPORATION RETIREE BENEFITS PLANPAY43 $4,937,273$5,128,764 TRUSTEE$35,446 Same NTEE code Y43, revenue within 2x, similar mission
LOCAL 298 HEALTH BENEFIT FUND IINYY43 $4,829,522$4,563,529 TRUSTEE/FUND EMPLOYEE$627,701 Same NTEE code Y43, revenue within 2x, similar mission
NISOURCE UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUSTINY43 $3,458,289$2,669,502 AGENT OF PLN ADMINISTRATOR$0 Same NTEE code Y43, revenue within 2x, similar mission
NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUSTINY43 $8,777,827$7,486,206 AGENT OF PLN ADMINISTRATOR$0 Same NTEE code Y43, revenue within 2x, similar mission
ME CREDIT UNION LEAGUE INS TRMEY43 $8,853,312$8,701,596 ADMINISTRATOR$357,625 Same NTEE code Y43, revenue within 2x, similar mission
GENERAL DYNAMICS IS & T POSTRETIREM LIFE INSURANCE BENEFITS TRVAY43 $3,373,511$705,745 TRUSTEE$17,907 Same NTEE code Y43, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHNS HOPKINS UNIVERSITY DAF sponsor$174,3125 12015–2020 OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN

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.

2024 · Form 990 · $236,489 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSULTANT FEES $139,174--- 58.9%
Fees: investment management $94,724--- 40.1%
Other (as described)ACTUARIAL FEES $2,591--- 1.1%
Total$236,489100%

View the filing

2023 · Form 990 · $175,733 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $91,651--- 52.2%
Other (as described)CONSULTANT FEES $81,605--- 46.4%
Other (as described)ACTUARIAL FEES $2,477--- 1.4%
Total$175,733100%

View the filing

2022 · Form 990 · $2,304,050 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,108,268--- 91.5%
Other (as described)CONSULTANT FEES $96,961--- 4.2%
Fees: investment management $96,390--- 4.2%
Other (as described)ACTUARIAL FEES $2,431--- 0.1%
Total$2,304,050100%

View the filing

2021 · Form 990 · $1,667,593 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,472,180--- 88.3%
Fees: investment management $107,464--- 6.4%
Other (as described)CONSULTANT FEES $85,211--- 5.1%
Other (as described)ACTUARIAL FEES $2,386--- 0.1%
Other (as described)OTHER EXPENSES $352--- 0.0%
Total$1,667,593100%

View the filing

2020 · Form 990 · $1,847,135 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,617,302--- 87.6%
Fees: investment management $132,916--- 7.2%
Other (as described)CONSULTANT FEES $92,851--- 5.0%
Other (as described)ACTUARIAL FEES $2,678--- 0.1%
Other (as described)TAXES $1,014--- 0.1%
Other (as described)OTHER EXPENSES $374--- 0.0%
Total$1,847,135100%

View the filing

2019 · Form 990 · $2,498,674 spent · pay $35,471 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,262,794--- 90.6%
Other (as described)CONSULTANT FEES $101,128--- 4.0%
Fees: investment management $96,716--- 3.9%
Pay: officers, directors, trustees, key employees $35,471--- 1.4%
Other (as described)ACTUARIAL FEES $1,913--- 0.1%
Other (as described)TAXES $331--- 0.0%
Other (as described)OTHER EXPENSES $321--- 0.0%
Total$2,498,674100%

View the filing

2018 · Form 990 · $4,177,639 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,886,478--- 93.0%
Other (as described)CONSULTANT FEES $153,332--- 3.7%
Fees: investment management $131,369--- 3.1%
Other (as described)ACTUARIAL FEES $6,047--- 0.1%
Other (as described)OTHER EXPENSES $413--- 0.0%
Total$4,177,639100%

View the filing