2024-11-13T13:00:49-06:00 2023-12-31 Forvis Mazars LLP 820 Massachusetts Ave Ste 1370 Indianapolis IN 46204 990 2023-01-01 621514644 BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST % AMY INGRASSIA BARN 3172361313 11 S MERIDIAN ST INDIANAPOLIS IN 46204 BRIAN BURDICK CHAIR PEN & BEN CTTE 3172361313 2024-11-15 true true LAUREN R DENTON P01571860 3173834000 2024-11-15 2023 2024-10-15 13:58:12Z BRIAN BURDICK 11 S MERIDIAN ST INDIANAPOLIS IN 46204 25547449 false X www.btlaw.com X 1992 IN THE BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST WAS ESTABLISHED BY BARNES & THORNBURG TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTNERS, EMPLOYEES & RETIREES 1 1 0 4 113194 0 0 0 20728043 25327590 -38055 113194 0 0 20689988 25440784 0 0 20667815 23149813 8615 10234 0 0 0 928695 1050839 21605125 24210886 -915137 1229898 2426894 4917288 4670440 5864174 -2243546 -946886 X THE BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST WAS ESTABLISHED BY BARNES & THORNBURG, LLP TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTNERS, EMPLOYEES & RETIREES. THE ORGANIZATION IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974 (ERISA). false false THE BARNES & THORNBURG VOLUNTARY BENEFICIARY TRUST PROVIDES HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTION, DENTAL, AND VISION) TO PARTNERS AND ELIGIBLE EMPLOYEES OF BARNES & THORNBURG, LLP AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS, RETIRED PARTNERS AND ELIGIBLE FORMER EMPLOYEES (BASED UPON LENGTH OF SERVICE) ARE ENTITLED TO SIMILAR BENEFITS UNDER THE PLAN. false false false false false false false false false false false false true true false true true false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 0 true true false false false false false false false X 1 1 false false false false false true true false true false false true false false false false false false IN X AMY INGRASSIA 3172361313 11 SOUTH MERIDIAN STREET INDIANAPOLIS IN 46204 X OLD NATIONAL WEALTH MANAGEMENT TRUSTEE 1.0 0.0 X 10234 0 0 10234 0 0 0 false false false ANTHEM INSURANCE COMPANIES INC 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 ADMIN. SERVICES 928206 CHC WELLNESS 8755 W HIGGINS RD CHICAGO IL 606312708 CONSULTING 100454 2 0 EMPLOYER CONTRIBUTIONS 900099 21015923 21015923 EMPLOYEE CONTRIBUTIONS 900099 4311667 4311667 25327590 104055 104055 0 0 0 0 0 115804 106665 9139 9139 9139 0 0 0 0 0 0 0 0 0 0 25440784 25327590 113194 0 0 0 23149813 10234 0 0 0 0 0 0 0 0 0 0 0 1050839 0 0 0 0 0 0 0 0 0 0 0 0 24210886 927 0 1540768 3862577 0 0 0 0 0 0 0 0 0 0 0 0 7600 7600 0 0 0 0 0 0 0 0 0 0 877599 1047111 2426894 4917288 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4670440 5864174 4670440 5864174 X 0 0 0 0 -2243546 -946886 -2243546 -946886 2426894 4917288 1229898 66762 X false true X true false REFUNDS / REBATES 888239 STOP-LOSS REIMB. RECEIVABLE 147006 ACCRUED INCOME RECEIVABLE 10172 PARTICIPANT CONTR RECEIVABLE 1694 1047111 0 CLAIMS PAYABLE AND CLAIMS INCU 3585535 POSTRETIREMENT BENEFIT OBLIGAT 2277765 ADMINISTRATIVE AND OTHER FEES 874 5864174 30631215 66762 5123669 5190431 25440784 25440784 26596699 3602455 3602455 22994244 1216642 1216642 24210886 PART XI, LINE 2D EMPLOYER AND EMPLOYEE CONTRIBUTIONS TO THE BARNES & THORNBURG LLP EMPLOYEE BENEFIT PLAN (WRAP PLAN) FOR INSURED BENEFITS (FORWARDED DIRECTLY TO THE INSURER) AND FLEX SPENDING BENEFITS THAT ARE PAID FROM THE GENERAL ASSETS OF THE PLAN SPONSOR. NET CHANGE FOR THE YEAR - $5,123,669 PART XII, LINE 4B NET CHANGE IN ENDING CLAIMS INCURRED BUT NOT REPORTED DURING THE YEAR: $1,216,642 FORM 990, PART VI, LINE 7A (POWER TO ELECT MEMBERS OF GOV. BODY) THE ORGANIZATION IS A 501(C)(9) VEBA TRUST THAT HAS ONE (INSTITUTIONAL) TRUSTEE. THE TRUSTEE IS THE ONLY MEMBER OF THE ORGANIZATION'S GOVERNING BODY. THE RELATED ORGANIZATION SPONSORING THE VEBA TRUST HAS A BOARD OF DIRECTORS (BOD) THAT ELECTS MEMBERS OF THE PENION & BENEFITS COMMITTEE OF BARNES & THORNBURG LLP (PBC). THE PBC OPERATES UNDER THE DIRECTION OF THE BOD AND HAS THE AUTHORITY TO DETERMINE WHO THE MEMBERS (VOTING AND NON-VOTING) OF THE GOVERNING BODY WILL BE AT ANY GIVEN TIME. FORM 990, PART VI, LINE 7B (GOVERNANCE DECISIONS RESERVED) THE ORGANIZATION IS A 501(C)(9) VEBA TRUST THAT HAS ONE (INSTITUTIONAL) TRUSTEE. THE TRUSTEE IS THE ONLY MEMBER OF THE ORGANIZATION'S GOVERNING BODY AND OPERATES UNDER THE DIRECTION OF THE RELATED ORGANIZATION'S PBC. THE PBC IS ELECTED BY AND OPERATES UNDER THE DIRECTION OF THE RELATED ORGANIZATIONS BOARD OF DIRECTORS (BOD). FORM 990, PART VI, LINE 8A (GOVERNING BODY MEETINGS) THERE IS ONLY ONE MEMBER OF THE GOVERNING BODY AND THEREFORE IT HAS NO MEETINGS. HOWEVER, THE PENSION & BENEFITS COMMITTEE OF BARNES & THORNBURG LLP, THAT OVERSEES THE GOVERNING BODY, DOCUMENTS THE MINUTES OF ALL MEETINGS THAT INCLUDE DISCUSSIONS AND/OR DECISIONS THAT IMPACT THE FILING ORGANIZATION. FORM 990, PART VI, LINE 11B (GOVERNING BODY FORM 990 REVIEW) A DRAFT COPY OF THE FORM 990 WAS RECEIVED BY THE GOVERNING BODY PRIOR TO FINALIZATION. AFTER THE FORM IS REVIEWED AND ITS ACCURACY CONFIRMED BY INDIVIDUALS WITH DIRECT KNOWLEDGE OF THE OPERATIONS OF THE ORGANIZATION, THE FORM 990 IS FINALIZED AND PROVIDED TO A MEMBER OF THE GOVERNING BODY (OR A MEMBER OF THE PBC ACTING ON BEHALF OF THE GOVERNING BODY) FOR SIGNATURE AND FILING. FORM 990, PART VI, LINES 12A-14 (WRITTEN POLICIES) FOR PART VI, LINES 12, 13 AND 14 - DUE TO THE SIZE AND TYPE OF OPERATIONS OF THE ENTITY, THERE IS NO CONFLICT OF INTEREST POLICY, WRITTEN WHISTLEBLOWER POLICY, OR WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART VI, LINE 19 (PUBLIC INSPECTION) FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE SERVICE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. HOWEVER AS UNDER REGULATION SECTIONS 301.6104(D)-1 THROUGH 3, THE ORGANIZATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, THE GOVERNING DOCUMENTS AND EACH ANNUAL INFORMATION RETURN (FORM 990) AND RELATED SCHEDULES AND ATTACHMENTS (INCLUDING THE AUDITED FINANCIAL STATEMENTS). BARNES & THORNBURG LLP 11 SOUTH MERIDIAN STREET INDIANAPOLIS IN 46204 350900596 LEGAL SERVICE IN NA 0 false false false false false false false false false false false false false true true false false false false