2025-11-14T15:28:22-06:00 2024-12-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DRIVE SUITE 1000 HOUSTON TX 77081 990 2024-01-01 766103449 HL&P UNION RETIREES MEDICAL & DENTAL BENEFIT TRUST HOUS 7132071111 1111 LOUISIANA STREET 3811E HOUSTON TX 770025230 PATRICIA MARTIN COMMITTEE MEMBER 7132071111 2025-11-14 1 1 TENE THOMAS P00849229 7139681600 2025-11-10 2024 2025-03-06 01:10:19Z PATRICIA MARTIN 1111 LOUISIANA STREET 3811E HOUSTON TX 770025230 14305699 0 X N/A X 1997 TX THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE COMPANY AND PARTICIPANT CONTRIBUTIONS AND TO PAY FOR HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIRED UNION EMPLOYEES OF THE COMPANY, THEIR BENEFICIARIES OR ESTATES. 5 0 0 0 0 0 0 0 190211 159071 1693418 2050752 0 0 1883629 2209823 0 0 4826425 4879646 0 0 0 0 0 151918 168121 4978343 5047767 -3094714 -2837944 53456458 51628392 0 0 53456458 51628392 THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE COMPANY AND PARTICIPANT CONTRIBUTIONS AND TO PAY FOR HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIRED UNION EMPLOYEES OF THE COMPANY, THEIR BENEFICIARIES OR ESTATES. 0 0 5026709 562186 VEBA TRUST PROVIDING EMPLOYEE HEALTH BENEFITS. 5026709 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 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 5 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X CENTERPOINT ENERGY INC 7132071111 1111 LOUISIANA STREET HOUSTON TX 770025230 PATRICIA MARTIN CHAIRMAN 1.00 X 0 0 0 NATHAN BROWNELL COMMITTEE MEMBER 1.00 X 0 0 0 RICHARD C LEGER COMMITTEE MEMBER 1.00 X 0 0 0 BERTHA VILLATORO COMMITTEE MEMBER 1.00 X 0 0 0 THE NORTHERN TRUST COMPANY TRUSTEE 1.00 X 10480 0 0 STEPHANY LIN-ABNEY SECRETARY 1.00 X 0 0 0 10480 0 0 0 0 0 0 0 CONTRIBUTIONS 900099 159071 159071 159071 1647637 1647637 12498991 12095876 403115 403115 403115 2209823 562186 0 1647637 4879646 4879646 21058 21058 OTHER ADMINISTRATIVE EX 123899 123899 INVESTMENT CONSULTING F 12684 12684 TRUSTEE FEE 10480 10480 5047767 5026709 21058 0 53456458 51628392 53456458 51628392 0 0 X 53456458 51628392 0 0 0 0 53456458 51628392 53456458 51628392 X -2837944 1009672 206 X X 0 1 X 1 0 0 MFO VANGUARD BD INDEX FDS TOTAL BD MKT PORTFOLIO INSTL SHS 32224988 F MFO VANGUARD DEVELOPED MARKETS INDEX INSTL 4480622 F MFO VANGUARD BD INDEX FDS INSTL INTERMEDIATE TERM 2084876 F MFO VANGUARD BD INDEX FDS SHORT-TERM BD INDEX FD INSTL SHS 2154090 F MFB NTHN INSTL FDS GOVT PORTFOLIO 40281 F MFO VANGUARD INDEX FDS 9631429 F MFO VANGUARD DEVELOPED MARKETS INDEX INSTL 306841 F MFO VANGUARD INDEX FUNDS 679207 F MFB NTHN INSTL FDS GOVT PORTFOLIO 26058 F 51628392 3219495 1009672 1009672 2209823 0 2209823 5047767 0 5047767 0 5047767 FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS - ALL MEMBERS OF THE BENEFITS COMMITTEES ARE APPOINTED BY CENTERPOINT ENERGY INC. FOR WHOM THE BENEFITS OF THIS TRUST ARE ADMINISTERED. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ALL MEMBERS OF THE BENEFITS COMMITTEES ARE APPOINTED BY CENTERPOINT ENERGY INC. AND ARE SUBJECT TO REMOVAL. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - ELECTRONIC COPY PROVIDED FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - BY ANNUAL ETHICS TRAINING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENT 206. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS AND REPORTING - THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CENTERPOINT ENERGY INC 1111 LOUISIANA STREET HOUSTON TX 770025230 740694415 N/A DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0