2024-11-08T11:17:06-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 597268449 GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS TRUST GERD 4122012242 60 BLVD OF THE ALLIES 5TH FL PITTSBURGH PA 15222 JEANETTE STUMP TRUSTEE 4122012242 2024-11-05 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2024-11-08 X 2023 2024-10-15 13:58:12Z JEANETTE STUMP 60 BLVD OF THE ALLIES 5TH FL PITTSBURGH PA 15222 10621464 0 X N/A X 2004 PA TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS. 4 4 0 0 0 0 0 0 1945603 353788 1254712 2035814 0 1329 3200315 2390931 0 0 20298 0 8000 8000 0 0 0 1348527 1487748 1376825 1495748 1823490 895183 33530181 37219751 24605 29132 33505576 37190619 PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS. 0 0 1495748 TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS. 1495748 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 3 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 0 0 1 0 0 0 X CENTRAL DATA SERVICES INC 4122012242 60 BOULEVARD OF THE ALLIES 5TH PITTSBURGH PA 15222 JEANETTE STUMP TRUSTEE 1.00 X 4000 0 0 TOM GARLOCK TRUSTEE 1.00 X 4000 0 0 DANNY DAVIS TRUSTEE 1.00 X 0 0 0 TRENA HORTON TRUSTEE 1.00 X 0 0 0 8000 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 525100 194615 194615 EMPLOYER CONTRIBUTIONS 525100 159173 159173 353788 949167 949167 9317180 8230533 1086647 1086647 1086647 MISCELLANEOUS INCOME 900099 1329 1329 1329 2390931 355117 0 2035814 8000 8000 18873 18873 2739 2739 28405 28405 89545 89545 16800 16800 3904 3904 109 109 1326624 1326624 PCORI FEES 749 749 1495748 1495748 0 0 3999 47854 1631494 16927 6154 7689 31888534 37147281 33530181 37219751 24605 29132 24605 29132 X 0 0 0 0 33505576 37190619 33505576 37190619 33530181 37219751 895183 2789860 0 X 0 1 X 0 0 0 X 5180791 2789860 2789860 2390931 0 2390931 1495748 0 1495748 0 1495748 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE TRUST'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE SPONSOR HAS OBTAINED AN EXEMPTION LETTER DATED JANUARY 10, 2007 FROM THE INTERNAL REVENUE SERVICE (IRS). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, BUT THE SPONSOR BELIEVES THAT THE PLAN CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH THE TRUST AGREEMENT AND IN CONFORMITY WITH THE APPLICABLE PROVISIONS OF THE IRC, AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY 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 BY TAXING JURISDICTIONS, HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2019. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE ORGANIZATION PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. THE TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. GERDAU AMERISTEEL INC 4221 W BOY SCOUT BLVD SUITE 600 TAMPA FL 336073328 590792436 CONTRIBUTING EMPLOYER FL C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0