2026-08-13T10:14:49-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990EZ 2025-01-01 137305782 POLICYHOLDERS' TRUST POLI 2122614440 800 THIRD AVENUE 18TH FL NEW YORK NY 10022 J PETUCHOWSKI BOARD CHAIR 2122614440 2026-08-13 1 GARRETT M HIGGINS P00543209 2122862600 2026-08-13 2025 2025-03-06 01:10:19Z X X N/A X X 0 0 0 2355 2355 -2355 6455 0 4100 X 8732 6455 8732 6455 2277 2355 6455 4100 X TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A 501(C)(3) TAX-EXEMPT ORGANIZATION FORMED PRIMARILY TO ACT IN SUPPORT AND FURTHERANCE OF THE RISK MANAGEMENT ACTIVITIES OF THE TRUST'S TAX-EXEMPT BENEFICIARIES. THE TRUST'S PRIMARY RESPONSIBILITIES ARE (1) TO ELECT THE BOARD OF ARMS AND OTHERWISE EXERCISE VOTING RIGHTS AS ARMS'S SOLE MEMBER, (2) TO DISTRIBUTE SUCH AMOUNTS UPON THE ISSUANCE OF A DIVIDEND OR UPON THE LIQUIDATION AND DISSOLUTION OF ARMS, AND (3) TO REPORT ANNUALLY TO THE TRUST'S BENEFICIARIES ABOUT THE FOREGOING. THE TRUST EXISTS SOLELY TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC., A 501(C)(3) CORPORATION. 0 0 0 H CARTER BOARD CHAIR 0.25 0 0 0 R ROGERS COLLINS VICE CHAIR 0.25 0 0 0 D HARRIS TREASURER 0.25 0 0 0 L LINDENBAUM SECRETARY 0.25 0 0 0 S CROSS TRUSTEE 0.25 0 0 0 S GREENBERG TRUSTEE 0.25 0 0 0 D FENNER TRUSTEE 0.25 0 0 0 A MANDADO TRUSTEE 0.25 0 0 0 M LINTON TRUSTEE (THRU AUG 2025) 0.25 0 0 0 J PETUCHOWSKI TRUSTEE 0.25 0 0 0 D SILVER TRUSTEE 0.25 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NY A IUCHYK CHIEF FINANCIAL OFFICER 800 THIRD AVENUE 18TH FL NEW YORK NY 10022 2122614440 0 0 0 0 0 1 0 0 0 0 0 NONE NONE 1 X X 1 PPFAINC ITS MEMBERS & AFFILIATES 131644147 7 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990EZ, SCHEDULE A, PART I, LINE 12G, COL.(VI): THE ORGANIZATION IS CREATED FOR THE PURPOSE OF HOLDING ALL OF THE MEMBERSHIP INTERESTS IN AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A NOT-FOR-PROFIT CORPORATION DETERMINED TO BE EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), WHICH ACTS PRIMARILY IN SUPPORT AND FURTHERANCE OF THE ACTIVITIES OF THE MEMBERS OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA"), PPFA AND ITS AFFILIATED TAX-EXEMPT AND PUBLICLY-SUPPORTED INSTITUTIONS, IN MAINTAINING THE PROGRAM UTILIZED FOR THE PURCHASING OF INSURANCE AND THE PERFORMANCE OF RISK MANAGEMENT, CLAIMS ADMINISTRATION, QUALITY ASSURANCE AND LOSS PREVENTION SERVICES TO REDUCE THE FREQUENCY AND SEVERITY OF LOSS AND ENHANCE THE CHARITABLE MISSION AND SERVICES OF PPFA. FORM 990EZ, SCHEDULE A, PART IV, SECTION A, LINE 1: THE ORGANIZATION'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS IN THE ORGANIZATION'S GOVERNING DOCUMENTS. SPECIFICALLY, THE ORGANIZING DOCUMENTS DEFINE THE CLASS AS PPFA, AND ITS AFFILIATED TAX-EXEMPT AND PUBLICLY-SUPPORTED INSTITUTIONS. ELIGIBILITY FOR INCLUSION IN THE CLASS IS DETERMINED BY PPFA THROUGH A FORMAL ACCREDITATION PROCESS. FORM 990EZ, SCHEDULE A, PART IV, SECTION C, LINE 1: THE BOARD OF TRUSTEES SHALL CONSIST OF ELEVEN MEMBERS. A MINIMUM OF SIX OF THE TRUSTEES SHALL SERVE IN THE CAPACITY OF EITHER (I) A PLANNED PARENTHOOD AFFILIATE CEO, (II) AN INDIVIDUAL WHO AT THE TIME OF THEIR NOMINATION FOR THEIR FIRST TERM WAS A MEMBER OF THE BOARD OF DIRECTORS OR A COMMITTEE OF A PLANNED PARENTHOOD AFFILIATE, OR (III) AN INDIVIDUAL WHO AT THE TIME OF THEIR NOMINATION FOR THEIR FIRST TERM WAS A MEMBER OF THE BOARD OF DIRECTORS OR A COMMITTEE OF PPFA. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,277. END OF YEAR AMOUNT: 2,355. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.