2025-11-12T08:50:24-06:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2024-01-01 521585555 THOMPSON TRACTOR COMPANY INC EMPLOYEE BENEFIT TRUST THOM 2058418601 POST OFFICE BOX 10367 BIRMINGHAM AL 35202 BEVERLY S VIRCIGLIO OFFICER 2058418601 2025-10-30 1 1 ADAM WEST P01638705 2059794100 2025-10-30 2024 2025-03-06 01:10:19Z BEVERLY S VIRCIGLIO 2401 PINSON VALLEY PKWY BIRMINGHAM AL 35217 21742915 0 X N/A X 1988 AL EMPLOYEES' WELFARE BENEFIT PLAN 2 0 0 0 301292 0 0 0 19714137 21441623 272255 301292 0 0 19986392 21742915 0 0 18345217 21165421 0 0 0 0 0 1848568 1535588 20193785 22701009 -207393 -958094 6642494 5686550 0 2150 6642494 5684400 EMPLOYEES' WELFARE BENEFIT PLAN 0 0 THE PLAN PROVIDES HEALTH BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, AND SUPPLEMENTAL HEALTH BENEFITS (IN THE FORM OF REIMBURSEMENT FOR MEDICAL AND DENTAL EXPENSES) FOR ELIGIBLE EMPLOYEES. 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 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X FIRST HORIZON BANK 2058030570 2025 3RD AVENUE NORTH BIRMINGHAM AL 35203 X LUCY THOMPSON MARSH PRESIDENT AND CEO 0.00 45.00 X X 0 0 0 MICHAEL D THOMPSON CHAIRMAN 0.00 45.00 X X 0 0 0 FIRST HORIZON BANK TRUSTEE 0.00 0.00 X 0 0 0 MATT SEROTSKY VICE PRESIDENT 0.00 45.00 X 0 0 0 CHARLES B STEVENS VICE PRESIDENT 0.00 45.00 X 0 0 0 JIMMY TEW VP OF THOMPSON RENTS 0.00 45.00 X 0 0 0 BEVERLY VIRCIGLIO CFO 0.00 45.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900001 13420068 13420068 EMPLOYEE CONTRIBUTIONS 900001 8021555 8021555 21441623 301292 301292 21742915 21441623 301292 0 21165421 ADMINISTRATIVE EXPENSE 1535588 22701009 5792686 4433888 849808 1252662 6642494 5686550 0 2150 0 2150 X 0 0 0 0 6642494 5684400 6642494 5684400 6642494 5686550 -958094 0 X X 0 1 X 1 0 0 X 21742915 0 21742915 0 21742915 22701009 0 22701009 0 22701009 PART X, LINE 2: 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART V, LINE 3B THE TRUST PAYS ADMINISTRATIVE EXPENSES THAT CONSIST OF PRIMARILY OF ADMINISTRATIVE FEES PAID TO THIRD-PARTY CLAIMS ADMINISTRATORS, CONSULTANTS AND THE TRUSTEES. THE ADMINISTRATIVE EXPENSES EXCEEDED THE UNRELATED BUSINESS GROSS INCOME IN THE CURRENT YEAR. AS SUCH, NO 990-T WAS FILED AND THE NET OPERATING LOSS SCHEDULE IS MAINTAINED SEPARATELY. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL D THOMPSON IS LUCY THOMPSON MARSH'S FATHER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY OUR PUBLIC ACCOUNTING FIRM BEFORE THE RETURN IS SIGNED AND FILED BY THE APPROPRIATE OFFICER EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 AS A GENERAL RULE THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANY WRITTEN REQUESTS BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD. FORM 990, PART XII, LINE 2C: THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. THOMPSON TRACTOR CO INC 2401 PINSON VALLEY PARKWAY BIRMINGHAM AL 35217 630377478 SALES AND RENTAL OF CONSTRUCTION EQUIPMENT AL N/A S 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 THOMPSON TRACTOR CO INC S 13420068 FMV