2025-05-27T07:48:07-05:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 4400 POST OAK PARKWAY SUITE 1100 HOUSTON TX 77027 990 2024-01-01 432118351 RETIREE BENEFITS TRUST RETI 9792974139 PO BOX 3282 LAKE JACKSON TX 77566 GLENDA CZAPLEWSKI COMPLIANCE OFFICER 2814880100 2025-05-16 1 0 JON PEZZI P01275367 7138508787 2024 2025-03-06 01:10:19Z KEN PROCHASKA PO BOX 3282 LAKE JACKSON TX 77566 56085 0 X N/A X 2007 TX THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS. 4 0 0 0 24632 453666 0 0 0 0 54182 56085 0 0 54182 56085 0 0 0 0 80000 86000 0 0 0 209247 386710 289247 472710 -235065 -416625 2734661 2762323 20000 91678 2714661 2670645 THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS. 0 0 243447 THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS. 243447 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 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X GLENDA CZAPLEWSKI 7139627737 PO BOX 3282 LAKE JACKSON TX 77566 PNC BANK TRUSTEE 1.00 X 0 0 0 GLENDA CZAPLEWSKI SECRETARY/COMPLIANCE OFFIC 1.00 X 21500 0 0 KENNETH PROCHASKA SR CHAIRMAN/INVESTMENT OFFICE 1.00 X 21500 0 0 KENNETH PROCHASKA JR VICE CHAIRMAN 1.00 X 21500 0 0 CINDY SCHIFFLER ADMINISTRATIVE OFFICER 1.00 X 21500 0 0 86000 0 0 0 0 0 0 0 56085 24632 31453 56085 0 24632 31453 86000 86000 11875 11875 20876 20876 2205 2205 425 425 261269 243447 17822 UBTI TAX EXPENSE 71678 71678 FEDERAL INCOME TAX PAYM 18200 18200 USPS PO BOX RENTAL 182 182 472710 243447 229263 0 20010 236781 2712811 2522495 1840 3047 2734661 2762323 20000 20000 71678 20000 91678 X 2714661 2670645 2714661 2670645 2734661 2762323 -416625 372609 0 X 0 0 0 0 71678 71678 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED JANUARY 24, 2008 AND EFFECTIVE APRIL 1, 2007, THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VEBA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023 THE PLAN ADMINISTRATOR HAS DETERMINED THAT SOME OF THE PLAN'S 2024 AND 2023 RECEIPTS WILL BE TAXED AS UNRELATED BUSINESS INCOME. ACCORDINGLY, THERE WAS APPROXIMATELY $89,878 AND $0 OF TAXES INCURRED ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990 BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE APPLICATION FOR EXEMPTION AND THE FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.