2025-07-28T13:47:34-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-01-01 856259957 HEALTHINVEST HRA VEBA TRUST FOR PUBLIC EMPLOYERS IN THE STATES OF CA NV AND AZ HEAL 5098385571 221 N WALL ST ST 201 SPOKANE WA 99201 PATRICIA REIMANN TRUST OFFICER 5098385571 2025-07-23 1 0 LISA N RYSSEL CPA P00643670 7149781300 2025-07-23 2024 2025-03-06 01:10:19Z PATRICIA REIMANN 9380 STATION ST ST 450 LONE TREE CO 80124 1065824 0 X N/A X 2020 WA HEALTH REIMBURSEMENT PLANS FOR PUBLIC EMPLOYERS IN THE STATES OF CALIFORNIA, NEVADA, AND ARIZONA. 1 0 0 0 0 0 0 0 422622 459863 169880 229353 0 0 592502 689216 0 0 271028 374571 0 0 0 0 0 35714 39443 306742 414014 285760 275202 2392332 2608093 0 0 2392332 2608093 TO PROVIDE HIGH-QUALITY, TAX-ADVANTAGED HEALTH REIMBURSEMENT PLANS FOR PUBLIC EMPLOYERS IN THE STATES OF CALIFORNIA, NEVADA, AND ARIZONA. 0 0 THIS TRUST HOLDS THE ASSETS OF THE HEALTHINVEST HRA VEBA TRUST FOR PUBLIC EMPLOYEES OF THE STATES OF CALIFORNIA, NEVADA, AND ARIZONA. THE PLAN PROVIDES A METHOD OF FUNDING QUALIFIED HEALTH AND WELFARE COSTS TO ITS PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 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 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 X 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 CA X ARTHUR J GALLAGHER & CO 5098385571 221 N WALL ST ST 201 SPOKANE WA 99201 ALTA TRUST COMPANY INSTITUTIONAL TRUSTEE 2.00 X 0 39443 0 0 39443 0 0 0 0 0 0 PLAN CONTRIBUTIONS 525100 459863 459863 459863 84599 84599 521362 376608 144754 144754 144754 689216 459863 0 229353 374571 39443 414014 2392332 2608093 2392332 2608093 0 0 X 0 0 0 0 2392332 2608093 2392332 2608093 2392332 2608093 275202 -59440 0 X 0 1 X 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE TRUST HOLDS THE ASSETS OF THE HEALTHINVEST HRA VEBA TRUST PLAN FOR PUBLIC EMPLOYERS IN THE STATES OF CA, NV, AND AZ (THE PLAN). COLLECTIVELY, THE PLAN SPONSORS ARE THE ADMINISTRATOR OF THE PLAN. THE CORPORATE TRUSTEE EXECUTES CERTAIN DIRECTIVES OF THE ADMINISTRATOR. THE PLAN SPONSORS MAY REPLACE THE CORPORATE TRUSTEE AT ANY TIME UPON A MAJORITY VOTE. FORM 990, PART VI, SECTION A, LINE 8A ALL DIRECTIVES AND COMMUNICATIONS ARE DOCUMENTED AND RETAINED. IN THE EVENT OF ANY CHANGES IN THE ADMINISTRATION OF THE PLAN OR GOVERNING DOCUMENTS, SUCH CHANGES WOULD BE COMMUNICATED IN WRITING THE PLAN SPONSORS AND APPLICABLE PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B TRUST CONSULTANTS AND ADVISORS REVIEW DRAFTS FIRST. THE FORM 990 IS THEN PROVIDED TO THE PLAN SPONSORS AND TRUSTEE FOR THEIR REVIEW AND APPROVAL. FINAL VERSION OF THE FORM 990 IS REVIEWED AND APPROVED BY THE TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST BY CONTRACTING THE TRUST AT 221 N WALL ST ST 201 SPOKANE WA 99201 CITY OF MORENO VALLEY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1