2025-11-10T15:00:16-06:00 2024-12-31 530181291 WILLIS TOWERS WATSON US LLC 7733 Forsyth Boulevard Suite 1350 St Louis MO 63105 990 2024-01-01 471412336 UPPER PENINSULA POWER COMPANY UNION VEBA TRUST UPPE 9062321425 1002 HARBOR HILLS DRIVE MARQUETTE MI 49855 NICHOLAS KATES CFO 9062321425 2015-11-10 1 1 Kyle Halberg JD P02252950 4177209863 2015-11-10 2024 2025-03-06 01:10:19Z NICHOLAS KATES 1002 HARBOR HILLS DRIVE MARQUETTE MI 49855 1099828 0 X N/A X 2014 MI TO PROVIDE MEDICAL, DENTAL, AND LIFE INS BENEFITS TO CERTAIN RETIREES OF UPPER PENINSULA POWER CO. 3 0 0 0 0 0 0 0 258911 290976 448514 745734 0 0 707425 1036710 0 0 682349 754474 0 0 0 0 0 82598 91225 764947 845699 -57522 191011 25995234 26868020 0 0 25995234 26868020 THE TRUST WAS ESTABLISHED TO PROVIDE MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS TO CERTAIN RETIREES OF UPPER PENINSULA POWER COMPANY. 0 0 845699 MEDICAL PREMIUMS FOR CERTAIN RETIREES OF UPPER PENINSULA POWER COMPANY 845699 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 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X STATE STREET BANK AND TRUST COMPANY 8168719400 801 PENNSYLVANIA KANSAS CITY MO 64105 X STATE STREET BANK AND TRUST COMPANY TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 525920 290976 290976 290976 6173 6173 802679 63118 739561 739561 739561 1036710 1030537 0 6173 754474 754474 67163 67163 24062 24062 845699 845699 0 0 148338 121408 761 570 25846135 26746042 25995234 26868020 0 0 X 25995234 26868020 0 0 0 0 25995234 26868020 25995234 26868020 191011 681775 0 X 0 0 0 0 SS MSCI ACWI ex USA Index Non-Lending Common Trust Fund 3092803 F SS MSCI US INDEX Securities Lending Common Trust Fund 6173974 F SS US TIPS Index Non-Lending Common Trust Fund 10748417 F SS Long US Treasury Index Non-Lending Common Trust Fund 5390168 F SS Global Real Estate Non-Lending Common Trust Fund 1340680 F 26746042 Form 990, Part VI, Section A, line 6 THE PLAN HAS MEMBERS (I.E. PARTICIPANTS) WHO ARE ENROLLED IN AND RECEIVING BENEFITS FROM THE PLAN. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY EACH OF THE THREE (3) MEMBERS OF THE COMMITTEE (THE GOVERNING BODY), APPOINTED BY THE ORGANIZATION TO SERVE AS THE ADMINISTRATOR OF THE TRUST, UNDER THE TRUST AGREEMENT. Form 990, Part VI, Section B, line 12c THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH THE COMPANY'S BUSINESS ETHIC POLICY STANDARDS. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S PLACE OF BUSINESS OR MAY BE PROVIDED VIA US MAIL, UPON REQUEST. UPPER PENINSULA POWER COMPANY ADMINISTRATIVE VEBA TRUST 1002 HARBOR HILLS DRIVE MARQUETTE MI 49855 471392424 501(c)(9) organization MI 501(c)(9) 0 UPPER PENINSULA POWER CO 1002 HARBOR HILLS DR MARQUETTE MI 49855 381280574 PUBLIC UTILITY MI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0