2024-10-10T11:17:25-05:00 2023-12-31 861065772 DELOITTE TAX LLP 1700 MARKET STREET 25TH FLOOR PHILADELPHIA PA 191033984 990 2023-01-01 616287564 ASTRAZENECA VEBA TRUST AGREEMENT FOR RETIREE HEALTH BENEFITS ASTR 3028863000 PO BOX 15437 WILMINGTON DE 198505437 DAVID E WHITE TREASURER 3028863000 2024-10-10 1 0 RONALD ARCULEO P01383618 2152462300 2023 2024-10-15 13:58:12Z DAVID E WHITE PO BOX 15437 WILMINGTON DE 198505437 177536 0 X N/A X 2002 DE SEE SCHEDULE O 1 0 0 0 177536 166137 0 0 0 0 36737 177536 0 0 36737 177536 0 0 21103000 19561000 41698 34969 0 0 0 106809 64182 21251507 19660151 -21214770 -19482615 43440093 23957478 0 0 43440093 23957478 THE ASTRAZENECA VEBA TRUST AGREEMENT FOR RETIREE HEALTH BENEFITS IS A VOLUNTARY BENEFICIARY ASSOCIATION ORGANIZED UNDER 501(C)(9) TO PROVIDE MEDICAL AND DENTAL COVERAGE TO ELIGIBLE RETIRED FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP. 0 0 19660151 177536 A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF MEDICAL AND DENTAL BENEFITS ON BEHALF OF ELIGIBLE RETIRED FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP. 19660151 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 1 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 X BOOKSMATRIX TRUST CORECORDS 3028863000 1100 N MARKET STREET WILMINGTON DE 198505437 MATRIX TRUST COMPANY TRUSTEE 1.00 1.00 X 34969 0 0 34969 0 0 0 0 0 0 0 177536 177536 177536 0 177536 0 19561000 19561000 34969 34969 10399 10399 53783 53783 19660151 19660151 0 0 2926144 4976248 40513949 18981230 43440093 23957478 0 0 X 43440093 23957478 0 0 0 0 43440093 23957478 43440093 23957478 -19482615 0 X X 0 1 X 1 0 0 PRUDENTIAL LIFE INS #96569 -27598184 NATIONWIDE LIFE INS #1117-MEC 46579414 18981230 SUMMARY, PART I: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: IS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TO PROVIDE MEDICAL AND DENTAL COVERAGE TO ELIGIBLE FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP FORM 990, PART VI, SECTION A, LINE 8A THIS QUESTION IS NOT APPICABLE TO THE TRUST. FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPICABLE TO THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY DELOITTE TAX LLP, WHICH IS A PAID TAX RETURN PREPARER AND TAX RETURN PROFESSIONAL SERVICES FIRM. THE RETURN IS THEN REVIEWED INTERNALLY BY THE TAX DEPARTMENT OF ASTRAZENECA PHARMACEUTICALS FOR ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST IS OPERATED IN ACCORDANCE WITH ERISA, WHICH INCLUDES SPECIFIC PROHIBITIONS AGAINST CONFLICTS BY PARTIES IN INTEREST WITH THE TRUST. THE COMMITTEE RESPONSIBLE FOR THE PLAN IS GIVEN REGULAR TRAINING ON THE CONNFLICT OF INTEREST POLICY AS FIDUCIARIES OF THE TRUST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AND DOES NOT COMPILE FINANCIAL STATEMENTS. UNDER ERISA, AN EMPLOYEE WHO HAS A BENEFIT COVERED BY THE HEALTH CARE PLAN MAY REQUEST TO VIEW DOCUMENTS AND ANNUAL REPORTS FROM THE PLAN. PART VI, LINES 13 & 14 THE TRUST IS OPERATED IN ACCORDANCE WITH ERISA, WHICH INCLUDES SPECIFIC PROHIBITIONS AGAINST CONFLICTS BY PARTIES IN INTEREST WITH THE TRUST. THE COMMITTEE RESPONSIBLE FOR THE PLAN IS GIVEN REGULAR TRAINING ON THE CONNFLICT OF INTEREST POLICY AS FIDUCIARIES OF THE TRUST. THE WHISTLEBLOWER AND RECORD RETENTION POLICIES ARE POLICIES OF ASTRAZENECA PHARMACEUTICALS LP, THE PLAN SPONSOR, AND NOT THE VEBA TRUST. HOWEVER THE VEBA TRUST ELECTS TO ADHERE TO THESE POLICIES. PART VI, LINE 9 THE BELOW INSTITUTIONAL TRUSTEE CANNOT BE REACHED AT THE ORANIZATION'S MAILING ADDRESS: MATRIX TRUST COMPANY 2800 NORTH CENTRAL AVENUE, SUITE 900 PHOENIX, AZ 85004 ASTRAZENECA PHARMACEUTICALS LP PO BOX 15437 WILMINGTON DE 19850 PHARMACEUTICALS DE N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0