2025-11-12T08:37:17-06:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-01-01 526748287 ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFIT TRUST ASSO 2024621676 1400 16TH STREET NW 730 WASHINGTON DC 200362252 MARK MACKEY TRUSTEE/CHIEF FINANCIAL OFFICER 2024621676 2025-11-12 1 0 CRAIG KLEIN P00734640 6178075000 2025-11-12 2024 2025-03-06 01:10:19Z MARK MACKEY 1400 16TH STREET NW 730 WASHINGTON DC 200362252 36691 0 X WWW.AUI.EDU X 1995 DC THE PURPOSE OF THE TRUST IS TO PROVIDE A SOURCE OF FUNDS TO SATISFY THE OBLIGATION OF THE EMPLOYER (ASSOCIATED UNIVERSITIES, INC.) FOR THE PAYMENT OF RETIREE HEALTH BENEFITS PURSUANT TO THE TERMS OF THE PLAN FOR ELIGIBLE RETIREES AND THEIR COVERED DEPENDENTS ASSOCIATED WITH THE AUI CORPORATE OFFICE. 3 1 0 0 0 0 0 0 0 0 10935 36691 0 0 10935 36691 0 0 0 0 0 0 0 0 0 0 0 0 0 10935 36691 471462 541927 228640 247125 242822 294802 X THE PURPOSE OF THE TRUST IS TO PROVIDE A SOURCE OF FUNDS TO SATISFY THE OBLIGATION OF THE EMPLOYER (ASSOCIATED UNIVERSITIES, INC.) FOR THE PAYMENT OF RETIREE HEALTH BENEFITS PURSUANT TO THE TERMS OF THE PLAN FOR ELIGIBLE RETIREES AND THEIR COVERED DEPENDENTS ASSOCIATED WITH THE AUI CORPORATE OFFICE. 0 0 ADMINISTRATION OF THE TRUST IN ACCORDANCE WITH THE TERMS OF THE PLAN. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ADAM COHEN 2024621676 1400 16TH STREET NW SUITE 730 WASHINGTON DC 200362252 ADAM COHEN TRUSTEE/PRESIDENT 1.00 39.00 X 0 541115 68897 MARK MACKEY TRUSTEE/CHIEF FINANCIAL OF 1.00 39.00 X 0 289670 49156 MARK KONTOS TRUSTEE 1.00 X 0 0 0 0 830785 118053 0 0 1 0 0 36691 36691 36691 0 0 36691 0 0 0 0 471462 541927 471462 541927 228640 247125 228640 247125 X 242822 294802 242822 294802 471462 541927 X 36691 33774 -18485 X 0 1 X 1 0 X X 1 ASSOCIATED UNIVERSITIES INC 111630900 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 POST RETIREMENT BENEFIT OBLIGATION 247125 247125 X 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 IF THE PLAN HAS ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURIDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. 0 0 0 0 0 0 0 0 0 ADAM COHEN TRUSTEE/PRESIDENT 0 519403 0 0 0 21712 0 34500 0 34397 0 610012 0 0 MARK MACKEY TRUSTEE/CHIEF FINANCIAL OF 0 289374 0 0 0 296 0 29623 0 19533 0 338826 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND GIVEN TO THE TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ORGANIZING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN POSTRETIREMENT OBLIGATION -18,485. ASSOCIATED UNIVERSITIES INC 1400 16TH STREET NW SUITE 730 WASHINGTON DC 20036 111630900 R&D DC 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0