2024-02-15T15:42:32-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2022-04-01 391548049 AUTOTRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST AUTO 4143599000 10810 W LIBERTY DRIVE MILWAUKEE WI 53224 MICHAEL DELMORE TRUST ADMINISTRATOR 4143599000 2024-02-13 1 MICHAEL DELMORE 999009999 0 KRISTEN DONLEVY P01670215 4144761880 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL DELMORE 10810 W LIBERTY DRIVE MILWAUKEE WI 53224 594695 0 X WWW.ADAMM.COM X 1985 WI A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION FOR THE EMPLOYEES OF THE GREATER MILWAUKEE AREA PROVIDING HEALTH, DENTAL & SHORT-TERM DISABILITY BENEFITS. 3 3 0 0 0 12047 0 0 601114 576291 76267 9558 0 0 677381 585849 0 0 553326 596496 52346 0 0 0 0 115657 118663 721329 715159 -43948 -129310 813036 558202 122883 54117 690153 504085 X THE AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN WHICH PROVIDES HEALTH, DENTAL, SHORT-TERM DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF PARTICIPATING AUTOMOBILE DEALERSHIPS IN THE MILWAUKEE, WISCONSIN AREA. 0 0 BENEFITS PAID TO OR FOR MEMBERS RE HEALTH, DENTAL, LOSS OF TIME AND LIFE CLAIMS AND INSURANCE PAID FOR MEMBER BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 X TAD WEGMANN 4143599000 10810 WEST LIBERTY DRIVE MILWAUKEE WI 53224 X DAVID DRIETE TRUSTEE 1.00 X 0 0 0 MICHAEL DELMORE TRUSTEE & TRUST ADMINISTRA 1.00 X 0 0 0 GLENN PENTLER TRUSTEE 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 524292 576291 576291 576291 18404 18404 8846 -8846 -8846 -8846 585849 576291 0 9558 596496 24626 2357 1972 2181 81757 3983 INCOME TAXES 1787 715159 74254 21308 5609 1466 899 2657 894 729050 535101 813036 558202 55163 11964 13369 5774 54351 36379 122883 54117 X 690153 504085 690153 504085 813036 558202 -129310 -56758 0 X 0 1 X 1 0 0 10650 INCURRED AND UNREPORTED CLAIMS RESERVE 25729 36379 X 526734 -56758 -56758 583492 2357 2357 585849 712802 0 712802 2357 2357 715159 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED FOR MANAGEMENT BY TAD WEGMANN, OPERATIONS MANAGER, AND FOR THE BOARD BY MICHAEL DELMORE, TRUST ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORMS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. AUTOMOBILE DEALERS ASSOCIATION OF MEGA MILWAUKEE INC 10810 W LIBERTY DRIVE MILWAUKEE WI 53224 390763326 PROMOTE INTEREST OF ASSOCIATION MEMBERS WI 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 AUTOTRUCK DEALERS ASSOCIATION O 66442 FMV