2024-11-07T11:42:50-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 061001544 THE FA BARTLETT TREE EXPERT COMPANY FABA 2033231311 PO BOX 3067 STAMFORD CT 069050067 CAROL DONNELLY CHIEF FINANCIAL OFFICER 2033231311 2024-11-06 1 0 PETER METZ P00293703 2126955003 2023 2024-10-15 13:58:12Z CAROL DONNELLY PO BOX 3067 STAMFORD CT 069050067 24732848 0 X N/A X VEBA TRUST 1979 CT PROVISION OF GROUP HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR FAMILIES. 0 0 0 0 0 0 0 0 17253710 21208946 0 0 1612848 3523902 18866558 24732848 0 0 18054966 23614309 0 0 0 0 0 979089 1041426 19034055 24655735 -167497 77113 257866 334979 0 0 257866 334979 PROVISION OF GROUP HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR FAMILIES. 0 0 THE PLAN PROVIDES HEALTH BENEFITS AND LIFE INSURANCE BENEFITS TO QUALIFIED EMPLOYEES OF THE COMPANY AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS. 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 0 0 X 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE FA BARTLETT TREE EXPERT COMPANY 2033231311 1290 E MAIN STREET STAMFORD CT 06902 X JEFFREY GIBERSON PLAN ADMINSTRATOR 2.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 14323288 14323288 PARTICIPANT CONTRIBUTIONS 900099 6794750 6794750 COBRA CONTRIBUTIONS 900099 90908 90908 21208946 REBATES 900099 3523902 3523902 3523902 24732848 24732848 0 0 23614309 30000 CLAIMS PROCESSING FEE 1011426 24655735 257866 334979 257866 334979 0 0 X 0 0 0 0 257866 334979 257866 334979 257866 334979 77113 0 X X 0 1 X 1 0 0 X 21208946 0 21208946 3523902 3523902 24732848 21131833 0 21131833 3523902 3523902 24655735 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PROGRAM AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PROGRAM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PROGRAM, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REBATES 3,523,902. PART XII, LINE 4B - OTHER ADJUSTMENTS: REBATES 3,523,902. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY A MEMBER OF THE EMPLOYMENT AND BENEFITS GROUP. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C MANAGEMENT ASSUMES RESPONSIBILITY FROM OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE FA BARTLETT TREE EXPERT COMPANY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0