2026-08-17T08:43:00-07:00 2025-09-30 DIBARTOLOMEO MCBEE HARTLEY & BARNES 2222 COLONIAL RD STE 201 FORT PIERCE FL 34950 990 2024-10-01 656284729 ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST STLU 7724628300 PO BOX 15189 FORT PIERCE FL 34979 DANIEL MIKELS TRUSTEE 7724628300 2026-08-17 true true Jim Hartley P00440222 7724618833 2026-08-17 2024 2025-03-06 01:10:19Z DANIEL MIKELS PO BOX 15189 FORT PIERCE FL 34979 15117278 false X N/A X 1998 FL ORGANIZATIONS MISSION CLAIMS AND ADMINISTRATIVE EXPENSES INCURRED TO PROVIDE HEALTH, LIFE, DISABILITY, MENTAL, VISION AND DENTAL BENEFITS TO FIRE FIGHTERS EMPLOYED BY THE ST LUCIE COUNTY FIRE DISTRICT 7 7 0 0 0 0 12678812 0 117 15068395 18071 461 48422 12697000 15117278 0 12620159 15210399 0 10000 0 321664 307603 12941823 15528002 -244823 -410724 3256196 2935938 1508024 1598490 1748172 1337448 ORGANIZATIONS MISSION CLAIMS AND ADMINISTRATIVE EXPENSES INCURRED TO PROVIDE HEALTH, LIFE, DISABILITY, MENTAL, VISION AND DENTAL BENEFITS TO FIRE FIGHTERS EMPLOYED BY THE ST LUCIE COUNTY FIRE DISTRICT false false CLAIMS AND ADMINISTRATIVE EXPENSES INCURRED TO PROVIDE HEALTH, LIFE, DISABILITY, MENTAL, VISION AND DENTAL BENEFITS TO FIRE FIGHTERS EMPLOYED BY THE ST LUCIE COUNTY FIRE DISTRICT. false false false false false false false false false false false false false true 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 0 0 0 false false false false false false X 7 7 false false false false false false false true true false false false false false false false false false X KAREN JONES 7726213338 PO BOX 15189 FORT PIERCE FL 34979 X JENNIFER CHAMBERS TRUSTEE X 0 0 0 HEWANA FAUNTLEROY TRUSTEE X 0 0 0 JAMES FORBIS TRUSTEE X 0 0 0 AMY KWASNICKI ASSISTANT SECRETARY X 0 0 0 DANIEL MIKELS TRUSTEE X 0 0 0 TOM WHITLEY TRUSTEE X 0 0 0 ANDREWS WILLMORE TRUSTEE X 0 0 0 false false false EMPLOYER CONTRIBUTIONS 900099 11489505 0 0 RETIREES CONTRIBUTIONS 900099 1745507 0 0 EMPLOYEE CONTRIBUTIONS 900099 1833086 0 0 COBRA CONTRIBUTIONS 900099 297 0 0 15068395 461 0 461 OTHER INCOME 900099 48422 48422 0 0 48422 15117278 15116817 0 461 15210399 0 5475 0 0 0 10000 0 1480 0 0 0 5347 0 0 0 CONSULTING 207000 0 0 0 ADMINSTRATIVE FEES 24000 0 0 0 ADMINSTRATIVE MANAGER 57840 0 0 0 TAXES 6461 0 0 0 15528002 0 0 0 854683 1734425 2401513 1201513 3256196 2935938 1508024 1598490 1508024 1598490 X 1748172 1337448 1748172 1337448 3256196 2935938 -410724 X false true X true false IBNR AND HEALTH CLAIMS PAYABLE 1598490 1598490 X 15117278 15117278 15117278 15528002 15528002 15528002 Pt X, Line 2 THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501 (C) (9) AND, THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE. Pt X, Line 2 IN ADDITION, THE PLAN IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS. THE TRUSTEES BELIEVE THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS TAX-EXEMPT. Pt X, Line 2 ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSTIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVIE. THE PLAN HAS TAKEN NO SUCH POSITIONS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE BOARD BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX FOR THE YEARS ENDING PRIOR TO 2019. Pt VI, Line 11b ORGANIZATIONS PROCESS TO REVIEW FORM 990 REVIEWED BY THE ADMINSTRATOR BEFORE FILING Pt VI, Line 19 GOVERNING DOCUMENTS DISCLOSURE EXPLAINATION DOCUMENT MAINTAINED AT THE FUND OFFICE AND MADE AVAAILAVLE UPON REASONABLE REQUEST.