2024-11-18T09:50:07-06:00 2023-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2023-01-01 261498967 VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF KAISER GROUP INTERNATIONAL VOLU 2058765779 1943 50TH STREET NORTH BIRMINGHAM AL 35212 ROB CANNON CHIEF FINANCIAL OFFICER 2058765779 2024-11-14 1 1 JAMES CLAIBORNE MORRIS P01632834 2059794100 2024-11-14 2023 2024-10-15 13:58:12Z ROB CANNON 1943 50TH STREET NORTH BIRMINGHAM AL 35212 2046487 0 X N/A X 2007 MD TO PROVIDE HEALTH AND DEATH BENEFITS TO ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL. 1 1 0 0 0 0 0 0 177413 98484 2523 -32738 0 0 179936 65746 0 0 315260 250217 0 0 0 0 0 47395 43405 362655 293622 -182719 -227876 575316 415561 0 0 575316 415561 TO PROVIDE HEALTH AND DEATH BENEFITS TO ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL. 0 0 THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL), DEATH BENEFITS AND REIMBURSEMENT FOR A PORTION OF MEDICARE PART B PREMIUMS FOR ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X ROB CANNON 2058765779 1943 50TH STREET NORTH BIRMINGHAM AL 35212 DORIS SEWELL TRUSTEE 1.00 30.00 X 0 168618 0 RUEY MULLINAX PLAN ADMINISTRATOR 1.00 40.00 X 0 232935 0 ROBERT CANNON PLAN ADMINISTRATOR 1.00 40.00 X 0 192679 0 0 594232 0 0 0 1 0 0 FUNDING OF HEALTH AND DEATH BENEF 525920 98484 98484 98484 17562 17562 1930441 1980741 -50300 -50300 -50300 65746 98484 0 -32738 250217 ADMINISTRATIVE EXPENSES 43405 293622 21518 32527 4456 1673 549342 381361 575316 415561 0 0 X 0 0 0 0 575316 415561 575316 415561 575316 415561 -227876 68121 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 381361 F 381361 X 133867 68121 68121 65746 0 65746 293622 0 293622 0 293622 PART X, LINE 2: THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED TO BE IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 RUEY MULLINAX PLAN ADMINISTRATOR 0 232935 0 0 0 0 0 0 0 0 0 232935 0 0 ROBERT CANNON PLAN ADMINISTRATOR 0 192679 0 0 0 0 0 0 0 0 0 192679 0 0 DORIS SEWELL TRUSTEE 0 168618 0 0 0 0 0 0 0 0 0 168618 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE VEBA ADMINISTRATION COMMITTEE CONSISTING OF TWO EXECUTIVES OF KAISER GROUP. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE PROVIDED ON REQUEST OR ARE AVAILABLE FOR INSPECTION AT AN OFFICE OF THE ORGANIZATION. PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. KAISER GROUP HOLDINGS INC 9300 LEE HIGHWAY FAIRFAX VA 22031 542014870 OFFICE OF OTHER HOLDING COMPANIES DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1