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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| State Street Bank Tr Institution (former) | TRUSTEE | 2019 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| State Street Bank Trust Comp Institution | TRUSTEE | 2018-2024 | 1 | $0 reported | 6 |
People by year
2024 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2023 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2022 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2021 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2020 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2019 · 1 person listed · 1 paid, $35K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TR Institution | TRUSTEE | 1 | $35,471 | $0 | $0 | $35,471 | 19 |
2018 · 1 person listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $5,913,453 | $236,489 | $71,187,979 | $70,979,691 | $0 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $2,847,291 | $175,733 | $70,194,968 | $70,034,254 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $6,830,999 | $2,304,050 | $71,411,243 | $70,910,498 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $462,515,260 | $21,127,536 | $458,793,148 | $458,793,148 | $0 | $0 | $10,703 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| -$272,627 | $1,667,593 | $76,247,741 | $75,964,046 | $0 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| -$1,771,150 | $1,847,135 | $72,763,321 | $72,697,401 | $0 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| -$3,196,398 | $2,498,674 | $65,202,237 | $65,040,527 | $0 | $0 | $35,471 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $698,911 | $4,177,639 | $63,193,410 | $62,088,660 | $0 | $0 | $0 | 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
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PINNACLE WEST CAPITAL CORPORATION NON-UNION HEALTH BENEFITS TRUST | MA | Y43 | $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 & WELF | MA | Y43 | $4,861,217 | $5,615,009 | TRUSTEE | $190,254 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| MASSACHUSETTS LABORERS LEGAL SERVICE FUND | MA | Y43 | $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 PLAN | MA | Y43 | $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 RETIREES | MA | Y43 | $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 TRUST | MA | Y43 | $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 EMPLOYEES | PA | Y43 | $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 PARTICIPANTS | PA | Y43 | $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 THE | PA | Y43 | $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 PARTICIPANTS | PA | Y43 | $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 PARTICIPANTS | PA | Y43 | $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 EMPLOYEES | IA | Y43 | $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 TR | NY | Y43 | $9,779,631 | $3,302,147 | TRUSTEE (See Schedule O) | $36,723 | Same NTEE code Y43, revenue within 2x, similar mission |
| TEAMSTERS VACATION TRUST FUND | NV | Y43 | $6,120,008 | $5,993,206 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| TEAMSTERS LOCAL 631 CONVENTION INDUSTRY VACATION SAVINGS TR | NV | Y43 | $9,111,553 | $9,137,052 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| WEST VIRGINIA PLUMBERS AND STEAMFITTERS TRUST FUND | WV | Y43 | $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 TR | TX | Y43 | $4,177,663 | $4,719,861 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| NISOURCE UNION LIFE INSURANCE BENEFITS VEBA TRUST | IN | Y43 | $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 TRUST | IN | Y43 | $9,718,992 | $10,209,275 | TRUSTEE | $720 | Same NTEE code Y43, revenue within 2x, similar mission |
| WHEELING-PITTSBURGH STEEL CORPORATION RETIREE BENEFITS PLAN | PA | Y43 | $4,937,273 | $5,128,764 | TRUSTEE | $35,446 | Same NTEE code Y43, revenue within 2x, similar mission |
| LOCAL 298 HEALTH BENEFIT FUND II | NY | Y43 | $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 TRUST | IN | Y43 | $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 TRUST | IN | Y43 | $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 TR | ME | Y43 | $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 TR | VA | Y43 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | 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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $236,489 | 100% |
2023 · Form 990 · $175,733 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $175,733 | 100% |
2022 · Form 990 · $2,304,050 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $2,304,050 | 100% |
2021 · Form 990 · $1,667,593 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $1,667,593 | 100% |
2020 · Form 990 · $1,847,135 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $1,847,135 | 100% |
2019 · Form 990 · $2,498,674 spent · pay $35,471 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $2,498,674 | 100% |
2018 · Form 990 · $4,177,639 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $4,177,639 | 100% |