2024-03-10T20:48:55-05:00 2022-12-31 390758449 WIPFLI LLP 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2022-01-01 472642179 LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST INC LEAR 5738937200 505 HOBBS ROAD JEFFERSON CITY MO 65109 KRISTINE SCHROEDER PRESIDENT 5738937200 2024-02-29 1 KRISTINE SCHROEDER XXX-XX-XXXX 1 KARYN A NUNN P00958489 3148622070 2024-02-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTINE SCHROEDER 505 HOBBS ROAD JEFFERSON CITY MO 65109 20606815 0 X N/A X 2015 MO THE LEARFIELD GROUP BENEFIT TRUST OFFERS INSURANCE BENEFITS FOR EMPLOYEES AND THEIR DEPENDENTS OF LEARFIELD COMMUNICATIONS INC. 4 4 0 4 0 0 0 0 18543210 20606815 0 0 0 0 18543210 20606815 0 0 15139962 17830612 0 0 0 0 0 3647150 4152017 18787112 21982629 -243902 -1375814 2653028 1589898 126543 439227 2526485 1150671 TO ESTABLISH AND MAINTAIN ONE OR MORE HEALTH AND WELFARE PLANS FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND OTHER SIMILAR BENEFITS FOR EMPLOYEES AND DEPENDENTS OF LEARFIELD COMMUNICATIONS GROUP, INC. 0 0 CLAIMS INCURRED AND PREMIUMS PAID ON GROUP INSURANCE FOR THE PROVISION OF LIFE, SICK, ACCIDENT, AND OTHER SIMILAR BENEFITS FOR EMPLOYEES AND DEPENDENTS OF LEARFIELD COMMUNICATIONS GROUP, INC. 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X PETE LORI 5738937200 505 HOBBS ROAD JEFFERSON CITY MO 65109 X KRISTINE SCHROEDER PRESIDENT/TRUSTEE 0.50 X X 0 0 0 JOHN RALEIGH VICE PRESIDENT/TRUSTEE 0.50 X X 0 0 0 JEFF MARTIN SECRETARY/TRUSTEE 0.50 X X 0 0 0 PETE LORI TREASURER/TRUSTEE 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE AND EMPLOYER PLAN CONTRI 525100 18851552 18851552 REINSURANCE REVENUE/STOP LOSS REI 525100 1598967 1598967 COBRA CONTRIBUTIONS 525100 156296 156296 20606815 20606815 20606815 0 0 17830612 149245 4002772 21982629 2444856 1587687 208172 2211 2653028 1589898 126543 439227 126543 439227 X 0 0 0 0 2526485 1150671 2526485 1150671 2653028 1589898 -1375814 0 X X 0 1 X 1 0 0 X 19007848 0 19007848 1598967 1598967 20606815 20383663 0 20383663 1598966 1598966 21982629 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS INTENDED TO QUALIFY UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AS A TAX-EXEMPT ENTITY. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED JUNE 6, 2016, FROM THE INTERNAL REVENUE SERVICE ("IRS") THAT THE TRUST IS QUALIFIED. THE PLAN'S ADMINISTRATION BELIEVES THAT THE TRUST CONTINUES TO QUALIFY AND IS OPERATING IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: REINSURANCE REVENUE NETTED AGAINST EXPENSES ON THE AUDIT 1,598,967. PART XII, LINE 4B - OTHER ADJUSTMENTS: REINSURANCE REVENUE NETTED AGAINST EXPENSES ON THE AUDIT 1,598,967. ROUNDING -1. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY JEFF MARTIN, TRUSTEE FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FORM 990 ARE AVAILABLE TO THE PUBLIC BY REQUEST FORM 990, PART XII, LINE 2C THE PROCESS FOR REVIEWING THE FORM 990 BEFORE FILING HAS NOT CHANGED FROM THE PRIOR YEAR.