2025-03-24T15:04:21-04:00 2024-08-31 990 2023-09-01 204982669 COPOLYMER RETIREES TRUST % Lloyd J Tabary II COPO 2254900021 8560 ANSELMO LN BATON ROUGE LA 708101207 Lloyd J Tabary II Administrator 2025-03-25 2023 2025-03-06 01:10:19Z Lloyd J Tabary II 8560 ANSELMO LN BATON ROUGE LA 708101207 1098887 false X X 2006 LA The Trust was set-up and initially funded by DSM Copolymer Inc. to assume the liabilities from it for medical and life insurance for its retirees beneficiaries and dependents and now includes a voluntary participant funded dental benefit. The VEBA services 330 participants as of August 31 2022. 5 5 0 0 0 0 0 0 706381 671743 205157 427144 0 0 911538 1098887 0 0 1057207 962732 0 0 0 0 0 413754 411539 1470961 1374271 -559423 -275384 5261343 4985959 1450 1450 5259893 4984509 Copolymer Retirees Trust was formed as a Voluntary Employees Beneficiary Association and currently services 307 retirees spouses and dependents as of August 31 2024 and continues to manage the premiums received for future medical life and dental benefits for all participants. false false 1374271 0 1098887 The major accomplishments of the program services is to deliver quality healthcare benefits pharmacy benefits and life insurance for retirees of the sponsor company. 0 0 0 None 0 0 0 0 0 0 1374271 false false false false false false false false false false false false false false false false 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 9 0 true 0 false false false false false false false 5 5 false false false false true true true true true false false true true true true true true false false false LA X Business Legacy Management LLC in care of Lloyd J Tabary II 2254900021 8560 Anselmo Lane Baton Rouge LA 70810 George A von Bodungen Chairman of the Board 0.00 0.00 X 0 0 0 Ralph A Joffrion Board Member 0.00 0.00 X 0 0 0 Albert H Bacas Board Member 0.00 0.00 X 0 0 0 Shirley Cowart Board Member 0.00 0.00 X 0 0 0 Edward Richardson Board Member 0.00 0.00 X 0 0 0 0 0 0 0 false false false Business Legacy Management 8560 Anselmo Lane Baton Rouge LA 70810 Trust Administrator 200500 1 0 0 0 0 0 0 0 0 671743 671743 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 671743 427144 427144 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 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 0 0 0 0 0 0 0 1098887 1098887 0 0 0 0 0 0 0 0 962732 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 197000 0 0 0 0 0 0 0 55700 0 0 0 0 0 0 0 0 0 31074 0 0 0 56000 0 0 0 0 0 0 0 31669 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1282 0 0 0 0 0 0 0 1753 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11529 0 0 0 Tax Filing Fees 254 0 0 0 Bank Charges 2928 0 0 0 0 0 0 0 0 0 0 0 22350 0 0 0 1374271 0 0 0 0 0 0 0 104576 57048 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5156767 4928911 0 0 0 0 0 0 0 0 5261343 4985959 1450 1450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1450 1450 X 5259893 4984509 0 0 0 0 5259893 4984509 5261343 4985959 -275384 0 0 0 0 0 X true true true false 1098887 0 1098887 0 1098887 1374271 0 1374271 0 1374271 Part VI, Line 6 The Trusts members are comprised of the retirees spouses and dependents covered by the Voluntary Employees Beneficiary Association VEBA. Part VI, Line 7a The Board of Directors of the Copolymer Retirees Trust are elected by members on a ballot election. Part VI, Line 7b All of the members of Copolymer Retirees Trust have equal voting rights in the election of all board members. Part VI, Line 11b The 990 is prepared in-house and reviewed by the trust administrator and legal counsel using audited financial statements which includes input from the investment advisors and contracted vendors. The form is then submitted to the Board of Directors for their review and ratification. Part VI, Line 12c All vendors are interviewed as to their business and personal relationships with other contractors members of the trust board members and the administrator. In the event of a disclosure the full board will evaluate the relationship to determine if the services should continue. A material change in vendor would be reviewed by the Board of Directors after recommendations by the administrator who had previously taken into account conflicts of interest and other business related issues prior to recommendation. Part VI, Line 19 The documents policies and financial statements are available at our corporate office located at 8560 Anselmo Lane Baton Rouge Louisiana 70810 and are available for public viewing anytime during our regular office hours.