2024-11-14T13:15:21-06:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 206524090 JOHNSON FINANCIAL GROUP INC RETIREE MEDICAL SAVINGS ACCOUNT TRUST JOHN 2626192682 555 MAIN ST 280 RACINE WI 53403 WENDY BRUDNICKI OFFICER 2626192682 2024-11-06 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-11-06 2023 2024-10-15 13:58:12Z X WENDY BRUDNICKI 555 MAIN ST 280 RACINE WI 53403 1821767 0 X N/A X 2004 WI TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS PLAN. 5 5 0 5 0 0 0 0 1132255 1213080 430820 608687 0 0 1563075 1821767 0 0 929859 820072 0 0 0 0 0 80212 88747 1010071 908819 553004 912948 13943460 15765427 0 0 13943460 15765427 TO HOLD THE ASSETS OF THE JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS PLAN. 0 0 SAVINGS PROGRAM FOR POST-EMPLOYMENT MEDICAL, HOSPITALIZATION, AND HEALTH CARE BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 X WENDY BRUDNICKI 2626192682 555 MAIN ST STE 280 RACINE WI 53403 X BRIAN ANDREW TRUSTEE 1.00 X 0 0 0 DENISE DOMIAN TRUSTEE 1.00 X 0 0 0 ERIC BERNAL TRUSTEE 1.00 X 0 0 0 MARK BEHRENS TRUSTEE 1.00 X 0 0 0 SCOTT COONEY TRUSTEE 1.00 X 0 0 0 WENDY BRUDNICKI OFFICER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 525100 860208 860208 EMPLOYER CONTRIBUTIONS 525100 352872 352872 1213080 608687 608687 1821767 1213080 0 608687 820072 ADMINISTRATIVE EXPENSES 88747 908819 449073 13494387 15765427 13943460 15765427 0 0 X 0 0 0 0 13943460 15765427 13943460 15765427 13943460 15765427 912948 909019 0 X 0 1 X 1 0 0 X 2730786 909019 909019 1821767 0 1821767 908819 0 908819 0 908819 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 24, 2006, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE PLAN, AS THEN DESIGNATED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRS AND WAS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRS AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE VICE PRESIDENT AND BENEFITS MANAGER AND THE VICE PRESIDENT OF FINANCE FOR JOHNSON FINANCIAL GROUP REVIEW AND APPROVE THE RETURN FOR FILING. THE VICE PRESIDENT AND BENEFITS MANAGER SIGN THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE ORGANIZATION'S CODE OF CONDUCT DOCUMENT AND IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. JOHNSON FINANCIAL GROUP 555 MAIN STREET SUITE 280 RACINE WI 53403 391629756 BANKING WI N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1