2024-11-15T13:52:47-06:00 2023-12-31 274461251 THE CJ CPA GROUP PLLC 6801 GAYLORD PARKWAY SUITE 302 FRISCO TX 75034 990 2023-01-01 477185208 SMITH PROTECTIVE MANAGEMENT VOLUNTARY EMPLOYEE BENEFICIARY SMIT 9729607644 PO BOX 803029 DALLAS TX 75380 VONNIE NIEUWENHUYSE OFFICER 9729607644 2024-11-15 1 1 GREGORY LEBLANC P01298928 9722028000 2023 2024-10-15 13:58:12Z AARON SMITH 4440 BELTWAY DRIVE ADDISON TX 75001 99073 0 X WWW.SMITHPROTECTIVE.COM X 2015 TX THE TRUST HAS BEEN ESTABLISHED TO PROVIDE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES WITH WELFARE BENEFITS AS SET FORTH IN THE PLAN, AND TO PROVIDE SUCH OTHER PERMISSABLE PAYMENTS TO BE DETERMINED FROM TIME TO TIME, AND IT IS INTENDED THAT THE BENEFITS AND PAYMENTS BY THE PLAN AND FUNDED THROUGH THE TRUST BE "LIFE, SICK, ACCIDENT, OR OTHER BENEFITS" AS THAT PHRASE IS DEFINED IN SECTION 501 (C) (9) OF THE CODE. 0 0 0 0 0 0 0 0 33927 88130 3045 10943 0 0 36972 99073 0 0 6872 0 0 0 0 0 0 39365 117167 46237 117167 -9265 -18094 257757 239663 0 0 257757 239663 X THE TRUST HAS BEEN ESTABLISHED TO PROVIDE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES WITH WELFARE BENEFITS AS SET FORTH IN THE PLAN, AND TO PROVIDE SUCH OTHER PERMISSABLE PAYMENTS TO BE DETERMINED FROM TIME TO TIME, AND IT IS INTENDED THAT THE BENEFITS AND PAYMENTS BY THE PLAN AND FUNDED THROUGH THE TRUST BE "LIFE, SICK, ACCIDENT, OR OTHER BENEFITS" AS THAT PHRASE IS DEFINED IN SECTION 501 (C) (9) OF THE CODE. 0 0 117167 99073 IN 2023, QUALIFYING PARTICIPANTS RECEIVED BENEFITS FROM THE HEALTH & WELLNESS PLAN. INDIVIDUALS RECEIVED A WIDE RANGE OF PROGRAMS THAT PROVIDED PREVENTATIVE HEALTH MEASURES. 117167 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 TX X CORNWELL JACKSON 9722028031 6865 WINDCREST DR SUITE 100 DALLAS TX 75024 X SMITH PROTECTIVE MANAGEMENT TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTI 524114 88130 88130 88130 10943 10943 99073 99073 0 0 ADMINISTRATIVE EXPENSE 117167 117167 117167 117167 0 0 256628 228712 1129 10951 257757 239663 0 0 X 0 0 0 0 257757 239663 257757 239663 257757 239663 -18094 0 X 1 X 1 X 0 0 0 99073 0 99073 0 99073 117167 0 117167 0 117167 FORM 990, PART VI, SECTION B, LINE 11B REFER TO SMITH PROTECTIVE MANAGEMENT VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST (EFFECTIVE AS OF JANUARY 1, 2015). MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 18 ALL INQURIES FOR DISCLOURES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 REFER TO SMITH PROTECTIVE MANAGEMENT VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST (EFFECTIVE AS OF JANUARY 1, 2015). MADE AVAILABLE UPON REQUEST.