2026-09-03T15:34:00-05:00 2025-10-31 351476702 BRADY WARE & SCHOENFELD INC 3 EASTON OVAL SUITE 300 COLUMBUS OH 43219 990 2024-11-01 346529808 DEALERS-UNIONS INSURANCE FUND DEAL 4122012242 9150 SOUTH HILLS BLVD 150 BROADVIEW HEIGHTS OH 44147 LOU VITANTONIO TRUSTEE 4122012242 2026-08-31 1 1 BENJAMIN S FITZGERALD CPA P02487771 6148857407 2026-08-19 2024 LOU VITANTONIO 9150 SOUTH HILLS BLVD 150 BROADVIEW HEIGHTS OH 44147 3910622 0 X N/A X 1955 OH SEC 501(C)(9) VEBA TRUST TO PROVIDE HEALTH CARE, VISION, DENTAL & DISABILITY BENEFITS, ALONG WITH, PRESCRIPTION COVERAGE & LIFE INSURANCE TO APPROXIMATELY 181 MEMBERS AND DEPENDENTS. 2 2 0 2 0 0 0 0 3421299 3910622 0 0 0 0 3421299 3910622 0 0 3403154 3929048 0 0 0 0 0 81806 88056 3484960 4017104 -63661 -106482 1652194 1507572 42076 3937 1610118 1503635 SEC 501(C)(9) VEBA TRUST TO PROVIDE HEALTH CARE, VISION, DENTAL & DISABILITY BENEFITS, ALONG WITH, PRESCRIPTION COVERAGE & LIFE INSURANCE TO APPROXIMATELY 181 MEMBERS AND DEPENDENTS. 0 0 THE FOLLOWING BENEFITS ARE PROVIDED TO ALL ELIGIBLE PARTICIPANTS OF THE WELFARE BENEFITS PLAN: HEALTH CARE, DENTAL, DISABILITY, PRESCRIPTION DRUGS, VISION AND LIFE INSURANCE. 0 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X LOU VITANTONIO 4407461500 9150 SOUTH HILLS BLVD 150 BROADVIEW HEIGHTS OH 44147 X LOUIS VITANTONIO JR TRUSTEE 2.00 X 0 0 0 TIMOTHY VERLINDEN TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER & EMPLOYEE CO 900099 3910622 3910622 3910622 3910622 3910622 0 0 3929048 3711 24065 47394 1171 4164 MISCELLANEOUS EXPENSE 5000 BANK SERVICE CHARGES 2551 4017104 1647370 1504391 1643 0 3181 3181 1652194 1507572 4173 3937 37903 42076 3937 X 0 0 0 0 1610118 1503635 1610118 1503635 1652194 1507572 X -106482 -1 X 0 1 X 0 0 0 X 3910622 0 3910622 0 3910622 4017104 0 4017104 0 4017104 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. BASED ON THE RESULTS OF THE PLAN ADMINISTRATOR'S EVALUATION, NO LIABILITY HAS BEEN RECOGNIZED IN THE ACCOMPANYING STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS FOR UNCERTAIN INCOME TAX POSITIONS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 8B DEALERS-UNIONS INSURANCE DID NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM AND THEN REVIEWED WITH THE BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE ORGANIZATIONS PARTICIPANTS AND BENEFICIARIES UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1. AUTONATION FORD WESTLAKE CARDIOVASCULAR MEDICINE OF CLEVELAND LLC CLEVELAND ASSOCIATED VETERINARY SPECIALISTS DOCTOR HASSAN ALZOUBI INC GANLEY CHEVROLET HERTZ CORPORATION KEN GANLEY FORD WEST KEN GANLEY HONDA NORTH OLMSTED KEN GANLEY HYUNDAI PARMA KEN GANLEY LINCOLN MIDDLEBURG HEIGHTS LEIKIN MOTOR COMPANIES LIBERTY FORD AURORA NICK MAYER FORD EAST NICK MAYER FORD LINCOLN NICK MAYER LINCOLN NORTH OLMSTED CHRYSLER JEEP DODGE RAM PURUSZKY WEALTH MANAGEMENT ROBERT APPLE LLC SAMER HILAL WEALTH STEVEN L AUGUST CO LPA STRZALKA TRADE SERVICE LLC TIM LALLY CHEVROLET VALLEY FORD TRUCK SALES VALLEY FREIGHTLINER TRUCK LOCAL 1363 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0