2024-11-13T17:49:06-06:00 2023-12-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2023-01-01 467518358 NM Group Global LLC Health Benefit Trust NMGR 3123229800 161 Greenfield Street Tiffin OH 448832499 Jean Sommer Assistant Treasurer 3123229800 2024-11-08 1 1 Ariel Garcia P02244437 3126343400 2024-11-08 2023 2024-10-15 13:58:12Z Jean Sommer 11114 Harlem Ave PO Box 40 Worth IL 60482 6035466 0 X N/A X 2014 OH The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of National Machinery LLC. 1 1 0 0 72019 71019 0 0 4745054 5963447 5817 72019 0 0 4750871 6035466 0 0 4832411 4385586 5000 5000 0 0 0 164211 188049 5001622 4578635 -250751 1456831 374848 1851576 78631 98528 296217 1753048 The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of National Machinery LLC. 0 0 The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of National Machinery LLC. 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 1 1 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X Jean Sommer 3123229800 11114 Harlem Ave PO Box 40 Worth IL 60482 Fifth Third Bank Trustee 1.00 X 5000 0 0 5000 0 0 0 0 0 0 0 Employer Contributions 900099 5153086 5153086 Employee Contributions 900099 810361 810361 5963447 72019 72019 6035466 5963447 72019 0 4385586 5000 32705 141444 Federal Excise Tax 13900 4578635 374848 1694809 156767 374848 1851576 78631 98528 78631 98528 X 0 0 0 0 296217 1753048 296217 1753048 374848 1851576 1456831 0 X 0 1 X 1 0 0 X 6035466 0 6035466 0 6035466 4578635 0 4578635 0 4578635 Part X, Line 2: The Plan and related VEBA trust are qualified pursuant to Section 501(c)(9) of the Internal Revenue Code (IRC) and, accordingly, the Plan's net investment income is exempt from income taxes. The VEBA trust obtained a favorable tax determination letter from the IRC dated October 15, 2015, and the Plan Administrator believes that the VEBA trust, as amended, continues to qualify and to operate in accordance with applicable sections of the IRC. 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 position that more likely than not would not be sustained upon examination. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Form 990, Part VI, Section B, line 11b No review was conducted. Form 990, Part VI, Section B, line 12 Due to the nature and small size of this organization, a conflict of interest policy is not warranted, and therefore, this question has been answered "No." Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policies, and financial statements are not required disclosures pursuant to Internal Revenue code (IRC) Section 6104. Therefore, these documents are not made available to the public at this time. NM Group Global LLC 11114 Harlem Ave PO Box 40 Worth IL 60482 300040542 Holding Company IL 0 0 National Machinery LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0