2025-08-15T10:55:18-04:00 2025-04-30 431122456 NOVAK BIRKS PC 4435 MAIN ST STE 500 KANSAS CITY MO 641111858 990 2024-05-01 436067614 MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY H&W FUND MOTO 9133458970 11863 WEST 112TH STREET 200 OVERLAND PARK KS 66210 LARRY CARL MANAGING TRUSTEE 9133458970 2025-07-23 true false WILLIAM J MILLER CPA P01604284 8169316111 2025-08-15 2024 2025-03-06 01:10:19Z LARRY CARL 11863 WEST 112TH STREET 200 OVERLAND PARK KS 66210 19955336 false X N/A X 1962 MO MEMBER HEALTH AND WELFARE BENEFITS 6 6 0 0 0 18437450 19949902 7049 5434 0 18444499 19955336 0 0 0 0 0 18341247 19690163 18341247 19690163 103252 265173 2619019 2884223 1483092 1670090 1135927 1214133 MEMBER HEALTH AND WELFARE BENEFITS false false 19690163 19949902 PROVIDING HEALTH, DENTAL, VISION, LIFE, SHORT-TERM DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE BENEFITS TO ELGIBLE MEMBERS, AND THEIR DEPENDENTS. 19690163 false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 0 false false false false false false false false X 6 6 false false false false false true false true true false false true false false false false false false KS MO X BOARD OF TRUSTEES 9133458970 11863 WEST 112TH STREET SUITE 200 OVERLAND PARK KS 66210 X JEFF BETHEL TRUSTEE 1.00 0.00 X 0 0 0 LARRY CARL MANAGING TRU 5.00 0.00 X X 0 0 0 ANDY FOSTER TRUSTEE 1.00 0.00 X 0 0 0 BOBBY HENNESSEY TRUSTEE 1.00 0.00 X 0 0 0 MARC MCEVER TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE PORTER TRUSTEE 1.00 0.00 X 0 0 0 false false false EMPLOYER CONTRIBUTIONS 19882518 19882518 COBRA CONTRIBUTIONS 57384 57384 IMPLEMENTATION CR - USABLE 10000 10000 19949902 5434 5434 19955336 19949902 5434 16417 16417 31600 31600 44181 44181 3543 3543 5853 5853 HEALTH/LIFE/DISABILITY 18920248 18920248 VISION PREMIUMS 538357 538357 DENTAL PREMIUMS 129964 129964 19690163 19690163 0 0 2615787 2879136 3232 5087 2619019 2884223 1483092 1670090 1483092 1670090 X 1135927 1214133 1135927 1214133 2619019 2884223 X 265173 -186967 X false true X true false X 19955336 19955336 19955336 19690163 19690163 19690163 SCHEDULE D, PAGE 3, PART X THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C) 9 OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE SPONSOR HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE AUTOMOBILE DEALERS ASSOCIATION OF GREATER KANSAS CITY. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE MANAGING TRUSTEE, LAWRENCE CARL, PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN AP TO INSURANCE COMPANIES -186,967