2024-11-07T06:35:40-06:00 2023-12-31 390758449 WIPFLI LLP 43 CONSTITUTION DRIVE SUITE 100 BEDFORD NH 03110 990 2023-01-01 016029907 MAINE ENERGY MARKETERS ASSOCIATION HEALTH INSURANCE TRUST MAIN 2077295298 25 GREENWOOD ROAD BRUNSWICK ME 04011 CHARLES E SUMMERS JR PLAN ADMINISTRATOR 2077295298 2024-10-31 1 0 LANCE R TURGEON P00627708 6036273838 2024-10-31 2023 2024-10-15 13:58:12Z 25 GREENWOOD ROAD BRUNSWICK ME 04011 4092313 0 X WWW.MAINEENERGYMARKETERS.COM X 1957 ME TO PROVIDE HEALTH, LIFE, VISON, AND DENTAL BENEFITS TO ITS MEMBERS' EMPLOYEES. 5 0 0 6 48059 45799 0 0 3484301 3295105 40577 48059 0 0 3524878 3343164 0 0 2701794 3430286 0 0 0 0 0 577893 600939 3279687 4031225 245191 -688061 2462540 1982498 275493 436291 2187047 1546207 TO PROVIDE HEALTH, LIFE, VISION, AND DENTAL BENEFITS TO ITS MEMBERS' EMPLOYEES. 0 0 ADMINISTERS GROUP HEALTH, LIFE, VISION, AND DENTAL PROGRAMS FOR THE BENEFIT OF THE MEMBERS OF MAINE ENERGY MARKETERS ASSOCIATION. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X SARAH NADEAU 2077295298 25 GREENWOOD ROAD BRUNSWICK ME 04011 TIM FREEMAN CHAIR 0.50 X X 0 0 0 JOHN HOLMES VICE CHAIR 0.50 X X 0 0 0 BRANDON PLOURDE TRUSTEE 0.50 X 0 0 0 ED SNOOK TRUSTEE THRU 8/1/23 0.50 X 0 0 0 DAVID MARCOTTE TRUSTEE 0.50 X 0 0 0 BONNILEE V MACDONALD TRUSTEE 0.50 X 0 0 0 CHARLES SUMMERS TRUST ADMINISTRATOR 6.00 40.00 X 0 163558 6008 0 163558 6008 0 0 1 0 0 INS. PREMIUMS COLLECTE 524298 3145336 3145336 ADMIN FEE 524298 149769 149769 3295105 55968 55968 741240 749149 -7909 -7909 -7909 3343164 3295105 48059 0 3430286 15983 21250 4501 4500 720 7690 CLAIMS PROCESSING 398215 ADMINISTRATIVE FEES 113745 FEDERAL FEES 17552 INCOME TAXES 16783 4031225 154690 90962 9327 3198 2401 474697 186733 1810400 1666296 11025 35309 2462540 1982498 807 6494 22449 5663 252237 424134 275493 436291 X 0 0 0 0 2187047 1546207 2187047 1546207 2462540 1982498 -688061 47221 0 X 0 1 X 1 0 0 FNMA 2.625% 9/6/24 147567 F FHLB 3% 9/15/25 146666 F FHLB 2.75% 12/11/26 144417 F USTN .25% 10/31/25 325104 F USTN 4.25% 5/2025 99633 F DEP 3.25% 8/15/25 195481 F K N/C 3.3% 6/1/25 192385 F FEDERATED MONEY MARKET FUND 415043 F 1666296 CLAIMS INCURRED BUT NOT REPORTED 424134 424134 3385884 47221 47221 3338663 4501 4501 3343164 3854827 0 3854827 4501 171897 176398 4031225 PART XII, LINE 4B - OTHER ADJUSTMENTS: CLAIMS INCURRRED BUT NOT REPORTED 171,897. 0 0 0 CHARLES SUMMERS TRUST ADMINISTRATOR 0 163558 0 0 0 0 0 0 0 6008 0 169566 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS OF THE MAINE ENERGY MARKETERS ASSOCIATION DISCUSS AND APPROVE THE PRESIDENT'S SALARY ANNUALLY. DAIGLE OIL COMPANY TRUSTEE MEMBER COMPANY 621550 CONTRIBUTION FOR WELFARE BENEFITS 0 AE ROBINSON TRUSTEE MEMBER COMPANY 624306 CONTRIBUTION FOR WELFARE BENEFITS 0 LAKES REGION ENERGY TRUSTEE MEMBER COMPANY 240903 CONTRIBUTION FOR WELFARE BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 8B THE TRUST ADMINISTRATOR REVIEWS THE 990 PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 11B THE TRUST ADMINISTRATOR REVIEWS THE 990 PRIOR TO SIGNING. FORM 990, PART VI, SECTION C, LINE 19 TRUST DOCUMENTS, POLICIES, FORM 5500 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO BE REVIEWED, UPON REQUEST, AT THE TRUST'S BRUNSWICK, MAINE OFFICE. FORM 990. SCHEDULE R, PART V, LINE 2 EXPENSES REPORTED BY THE INSURANCE TRUST WILL DIFFER FROM THOSE REPORTED BY THE ASSOCIATION DUE TO DIFFERING YEAR ENDS. MAINE ENERGY MARKETERS ASSOCIATION 25 GREENWOOD ROAD PO BOX 249 BRUNSWICK ME 040110249 010239259 TRADE ASSOCIATION ME 501(C)(6) N/A N/A 0 AE ROBINSON OIL CO CONTRIBUTING EMPLOYER 0 ACADIA FUEL LLC CONTRIBUTING EMPLOYER 0 BANGOR PIPE & SUPPLY CONTRIBUTING EMPLOYER 0 BANGOR PIPE & SUPPLY2 CONTRIBUTING EMPLOYER 0 BERWICK GARAGE (DAME ENTERPRISES) CONTRIBUTING EMPLOYER 0 BLANCHARD'S CASH FUEL CONTRIBUTING EMPLOYER 0 BOB'S ALTERNATIVE ENERGY SOURCES INC CONTRIBUTING EMPLOYER 0 BOONIES CONTRIBUTING EMPLOYER 0 BRADSTREET LAWN & GARDEN INC CONTRIBUTING EMPLOYER 0 BRANCH BROOK FUELS CONTRIBUTING EMPLOYER 0 BUDD'S GULF CONTRIBUTING EMPLOYER 0 CMR ME LLC CONTRIBUTING EMPLOYER 0 COLBY & GALE INC CONTRIBUTING EMPLOYER 0 CONSUMERS FUEL COMPANY CONTRIBUTING EMPLOYER 0 DA PEARSON HEATING OIL CONTRIBUTING EMPLOYER 0 DAIGLE OIL COMPANY CONTRIBUTING EMPLOYER 0 DAN LIBBY CO CONTRIBUTING EMPLOYER 0 ECI MATERIALS CONTRIBUTING EMPLOYER 0 ELLSWORTH CAR WASH INC CONTRIBUTING EMPLOYER 0 FREDERICK BROTHERS OIL CONTRIBUTING EMPLOYER 0 GF TRUCKING LLC (WINTHROP FUEL) CONTRIBUTING EMPLOYER 0 GOOD TIMES UNLIMITED INC CONTRIBUTING EMPLOYER 0 JL HUNTLEY INC CONTRIBUTING EMPLOYER 0 JP CARROLL FUEL CO CONTRIBUTING EMPLOYER 0 JAMISON ENERGY INC CONTRIBUTING EMPLOYER 0 JESSE JELLISON JR HTG SERVICE CONTRIBUTING EMPLOYER 0 JOHN MARCHESSEAULT LLC CONTRIBUTING EMPLOYER 0 K&G HARDWARE (FKA MAIN STREET FUEL) CONTRIBUTING EMPLOYER 0 KEN'S MONITOR SALES INC CONTRIBUTING EMPLOYER 0 KNOX COUNTY FUEL (WINTHROP FUEL) CONTRIBUTING EMPLOYER 0 LAKE REGION ENERGYDODGE OIL CO CONTRIBUTING EMPLOYER 0 LAW OFFICE OF CARL R TRYNOR CONTRIBUTING EMPLOYER 0 LEADERS LLC CONTRIBUTING EMPLOYER 0 LES WILSON & SONS CONTRIBUTING EMPLOYER 0 MID-COAST ENERGY SYSTEMS INC CONTRIBUTING EMPLOYER 0 NESS OIL COMPANY CONTRIBUTING EMPLOYER 0 NEW MEADOWS MARINA CONTRIBUTING EMPLOYER 0 NICE FUEL CO CONTRIBUTING EMPLOYER 0 NORTHERN BURNER SUPPLY CO INC CONTRIBUTING EMPLOYER 0 PARENTS COUNTRY STORE CONTRIBUTING EMPLOYER 0 PEAKS ISLAND FUEL CO CONTRIBUTING EMPLOYER 0 PERRY'S VILLAGE VARIETY CONTRIBUTING EMPLOYER 0 RJ MORIN INC CONTRIBUTING EMPLOYER 0 RICHARDSON'S BOAT YARD CONTRIBUTING EMPLOYER 0 ROCKY GENOVESE HEATING CO CONTRIBUTING EMPLOYER 0 RONS' OIL & HEAT CO CONTRIBUTING EMPLOYER 0 SEACOAST MOTOR TRANSPORT INC CONTRIBUTING EMPLOYER 0 STACY'S BURNER SERVICE INC CONTRIBUTING EMPLOYER 0 TROY GENERAL STORE (WALDO COUNTY) CONTRIBUTING EMPLOYER 0 TULSA INC CONTRIBUTING EMPLOYER 0 VL TAMMARO OIL CO INC CONTRIBUTING EMPLOYER 0 WALDO COUNTY OIL CONTRIBUTING EMPLOYER 0 WALDO-THOMPSON BROTHERS INC CONTRIBUTING EMPLOYER 0 WARDWELL OIL CONTRIBUTING EMPLOYER 0 WELCH OIL CO LLC CONTRIBUTING EMPLOYER 0 WINTHROP FUEL CO INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 MAINE ENERGY MARKETERS ASSOCIATION O 92045 FMV MAINE ENERGY MARKETERS ASSOCIATION P 21700 FMV MAINE ENERGY MARKETERS ASSOCIATION S 60281 FMV