2024-05-10T06:23:08-05:00 2023-12-31 341818258 MEADEN & MOORE LTD 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990 2023-01-01 311407446 AMERITAS HOLDING CO RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFICIARY ASSOC AMER 4024677730 5900 O STREET LINCOLN NE 68510 MICHELE WU TRUSTEE 4024677730 2024-05-09 1 MICHELE WU 999009999 0 KAREN B COONEY P00285983 2162413272 2024-05-09 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z SUSAN K WILKINSON 5900 O STREET LINCOLN NE 68510 3184144 0 X X 1993 OH PROVIDE MEDICAL INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES 5 0 0 0 1079705 1073514 0 0 374134 522170 475665 1079693 5553 12 855352 1601875 0 0 905035 899325 0 0 0 0 0 234668 352256 1139703 1251581 -284351 350294 7824470 8174764 0 0 7824470 8174764 PROVIDE MEDICAL INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, THE MANHATTAN LIFE INSURANCE COMPANY, ACACIA LIFE INSURANCE COMPANY AND AMERITAS LIFE INSURANCE CORP. 0 0 PROVIDE MEDICAL INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, THE MANHATTAN LIFE INSURANCE COMPANY, ACACIA LIFE INSURANCE COMPANY AND AMERITAS LIFE INSURANCE CORP. 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 1 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 0 0 X 5 0 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DIANE MEYER 4024677730 5900 O STREET LINCOLN NE 68510 SUSAN WILKINSON TRUSTEE 1.00 45.00 X 0 1128714 145258 GERALD HERBERT TRUSTEE 1.00 45.00 X 0 363259 64881 KELLY HALVERSON TRUSTEE 1.00 45.00 X 0 339359 65221 RICHARD STIENS TRUSTEE 1.00 45.00 X 0 281190 43980 JENNIFER WOOSTER TRUSTEE 1.00 45.00 X 0 316732 52814 0 2429254 372154 0 0 1 0 0 RETIREE CONTRIBUTIONS 525100 522170 522170 522170 253769 253769 2408193 1582269 825924 825924 825924 SETTLEMENT INVESTMENT INCOME 900001 12 12 12 1601875 522170 1079705 0 899325 13300 INCOME TAXES PAID 213924 TPA FEES 62335 STOP LOSS FEES 53669 TAX PREPARATION FEES 4750 4278 1251581 2637410 2947457 5187060 5227307 7824470 8174764 0 0 X 7824470 8174764 0 0 0 0 7824470 8174764 7824470 8174764 350294 0 X X 0 0 0 0 0 0 SUSAN WILKINSON TRUSTEE 0 590063 0 537306 0 1345 0 129396 0 15862 0 1273972 0 0 GERALD HERBERT TRUSTEE 0 297242 0 65749 0 268 0 48171 0 16710 0 428140 0 0 KELLY HALVERSON TRUSTEE 0 275602 0 63307 0 450 0 43273 0 21948 0 404580 0 0 JENNIFER WOOSTER TRUSTEE 0 243975 0 71921 0 836 0 42927 0 9887 0 369546 0 0 RICHARD STIENS TRUSTEE 0 238466 0 40558 0 2166 0 21530 0 22450 0 325170 0 0 FORM 990, PART VI, SECTION A, LINE 2 ALL TRUSTEES ARE EMPLOYED BY AMERITAS LIFE INSURANCE CORP, A CONTRIBUTING EMPLOYER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE VEBA TRUST INCLUDE ELIGIBLE RETIREES OF THE UNION CENTRAL LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP AND ACACIA LIFE INSURANCE COMPANY. UNION CENTRAL LIFE INSURANCE COMPANY AND ACACIA LIFE INSURANCE COMPANY MERGED INTO AMERITAS LIFE INSURANCE CORP ON JULY 1, 2014. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS MADE AVAILABLE TO ALL TRUSTEES AND WAS ADDITIONALLY REVIEWED IN DETAIL BY A TRUST ADVISORY COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST CONTEMPORANEOUSLY. ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY IS OBTAINED ANNUALLY FROM EACH TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL TAX RETURNS OPEN TO PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, FURTHER DETAIL REGARDING AUDITED FINANCIAL STATEMENTS TO CLARIFY, BECAUSE THE PLAN THAT IS FUNDED BY THIS VEBA TRUST HAS GREATER THAN 100 PARTICIPANTS, THE PLAN AS A WHOLE HAS FINANCIAL STATEMENTS PREPARED ON THE ACCRUAL BASIS WHICH ARE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE TRUST ON ITS OWN DOES NOT HAVE SEPARATE FINANCIAL STATEMENTS PREPARED. FORM 990 HAS BEEN MARKED ACCORDINGLY TO REFLECT THIS. AMERITAS LIFE INSURANCE CORP CONTRIBUTING EMPLOYER 0 AMERITAS HOLDING COMPANY CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 AMERITAS LIFE INSURANCE CORP AND AMERITAS HOLDING COMPANY S 522170 CASH AMOUNT OF CONTRIB