2025-08-20T14:39:37-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-01-01 363489253 CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST CHRI 6303782900 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 CATHERINE THOMSON TRUSTEE 6303782900 2025-08-20 1 0 GREG WALLENBECKER P01451145 3123680500 2025-08-20 2024 2025-03-06 01:10:19Z CATHERINE THOMSON 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 507349380 0 X WWW.CBSERVICES.ORG X 1987 IL ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN. 7 7 0 0 0 0 0 0 352546897 389187054 8539858 23743621 125422 1463682 361212177 414394357 0 0 335033704 392538404 0 0 0 0 0 25978557 21031135 361012261 413569539 199916 824818 208370490 223452279 57274605 77189520 151095885 146262759 THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST WAS ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN. 0 0 PROVIDES A PROGRAM OF SELF-INSURED MEDICAL, DENTAL, VISION, LONG-TERM DISABILITY, AS WELL AS INSURED GROUP LIFE AND AD&D COVERAGE TO EMPLOYEES OF QUALIFIED PARTICIPATING EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 1 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X PATRICK FEEHAN 6303782900 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 X CATHERINE THOMSON TRUSTEE 1.00 X 0 0 0 JOSEPH KOMOS TRUSTEE 1.00 X 0 0 0 DARLEEN SANFORD TRUSTEE 1.00 X 0 0 0 DENNIS LEE TRUSTEE 1.00 X 0 0 0 RICK HABERKORN TRUSTEE 1.00 X 0 0 0 ARTHUR GLASS TRUSTEE - PAST 1.00 X 0 0 0 ALLEN ANDREWS TRUSTEE - NEW 1.00 X 0 0 0 JOHN BARKER TRUSTEE - PAST 1.00 X 0 0 0 RUSSELL ELMARYAN TRUSTEE - NEW AND PAST 1.00 X 0 0 0 0 0 0 0 0 0 0 CHRISTIAN BROTHERS SERVICES 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 ADMINISTRATIVE SERVICES 19486800 LIVONGO HEALTH INC 150 W EVELYN AVENUE STE 150 MOUNTAIN VIEW CA 94041 HEALTH MANAGEMENT CARE FEES 1447608 ACCORDANT HEALTH SERVICES LLC 4050 PIEDMONT PARKWAY STE 210 HIGH POINT NC 27265 HEALTH MANAGEMENT CARE FEES 562212 RSC INSURANCE BROKERAGE INC 160 FEDERAL STREET 4TH FLOOR BOSTON MA 02110 BROKER COMMISSIONS 480951 GALLAGHER BENEFIT SERVICES INC 2850 GOLF ROAD ROLLING MEADOWS IL 60008 BROKER COMMISSIONS 459710 17 EMPLOYER CONTRIBUTIONS 900099 389187054 389187054 389187054 4633214 4633214 112065430 92955023 19110407 19110407 19110407 TRANSITIONAL REINSURANCE FEE REFU 900099 1330164 1330164 MISCELLANEOUS 900099 133518 133518 1463682 414394357 390650736 0 23743621 392538404 19486800 555387 34624 612867 124339 52971 5642 FEES MANDATED BY ACA 147666 MISCELLANEOUS FEES 10839 413569539 8071354 6820743 338047 11635595 36586805 19946 74693023 188325494 105331762 208370490 223452279 8068019 13076997 97586 340523 49109000 63772000 57274605 77189520 X 151095885 0 0 0 0 146262759 151095885 146262759 208370490 223452279 824818 -5657944 0 X 0 1 X 1 0 0 STATE STREET - RUSSELL 3000-R SCREENED INDEX NL 52073993 F STATE STREET - MSCI ACWI EX-USA MI 27900129 F CHURCHILL MIDDLE MARKET SR. LOAN FUND V 10298418 F UBS TRUMBULL PROPERTY INCOME FUND 15059222 F 105331762 CLAIMS INCURRED BUT NOT REPORTED 63772000 63772000 X 408123546 -5657944 -5657944 413781490 612867 612867 414394357 398293672 0 398293672 612867 14663000 15275867 413569539 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES, THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 14,663,000. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS AN AGREEMENT WITH CHRISTIAN BROTHERS SERVICES TO PROVIDE CLAIM ADMINISTRATION, UNDERWRITING, BILLING & ENROLLMENT OF MEMBERS, OFFICE SPACE, ACTUARIAL & GENERAL ACCOUNTING, AMONG OTHER DUTIES FOR THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE CHEIF FINANCIAL OFFICER OF THE ADMINISTRATOR OF THE PLAN WILL REVIEW, SIGN AND FILE THE RETURN ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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MERCY CENTER AT MADISON CONTRIBUTING EMPLOYER 0 LA SALLE RETREAT CENTER CONTRIBUTING EMPLOYER 0 CWR CONTRIBUTING EMPLOYER 0 THE A C S C CONTRIBUTING EMPLOYER 0 SISTERS OF LIVING WORD CONTRIBUTING EMPLOYER 0 SOCIETY OF HELPERS CONTRIBUTING EMPLOYER 0 PROVINCE OF OUR LADY OF CONSOLATION CONTRIBUTING EMPLOYER 0 UNION SISTERS OF THE PRESENTATION CONTRIBUTING EMPLOYER 0 JESUIT COMMUNITY AT JST CONTRIBUTING EMPLOYER 0 CORAZON A CORAZON CONTRIBUTING EMPLOYER 0 ENDOW CONTRIBUTING EMPLOYER 0 DE LA SALLE ACADEMY CONTRIBUTING EMPLOYER 0 BASILIAN FATHERS MISSION CONTRIBUTING EMPLOYER 0 FRANCISCAN MONASTERY CONTRIBUTING EMPLOYER 0 PENTECOST TODAY USA CONTRIBUTING EMPLOYER 0 AMATE HOUSE CONTRIBUTING EMPLOYER 0 ST DOMINICS CHURCH CONTRIBUTING EMPLOYER 0 ST PAUL OF THE CROSS CONTRIBUTING EMPLOYER 0 LAKE VINEYARD CAMPS INC CONTRIBUTING EMPLOYER 0 TRAPPIST ABBEY CONTRIBUTING EMPLOYER 0 ST SCHOLASTICA MONASTERY CONTRIBUTING EMPLOYER 0 UNITED STAND FAMILY CENTER CONTRIBUTING EMPLOYER 0 INSTITUTE ON 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CONTRIBUTING EMPLOYER 0 HEADWATERS AT INCARNATE WORD CONTRIBUTING EMPLOYER 0 MAYSLAKE MINISTRIES CONTRIBUTING EMPLOYER 0 SISTERS OF THE HOLY NAMES CONTRIBUTING EMPLOYER 0 INTERNATIONAL CATHOLIC STEWARDSHIP COUNCIL CONTRIBUTING EMPLOYER 0 NATIONAL FUNDCATH REL VOCATIONS CONTRIBUTING EMPLOYER 0 FRANCISCAN MISSION SERVICE CONTRIBUTING EMPLOYER 0 SISTERS OF THE SACRED HEART OF JESUS CONTRIBUTING EMPLOYER 0 FEDERATION-DIOCESAN LITURGICAL COMMISSIONS CONTRIBUTING EMPLOYER 0 WHITEFRIARS HALL CONTRIBUTING EMPLOYER 0 ST PETERS CHURCH AND RECTORY CONTRIBUTING EMPLOYER 0 SISTERS OF CHARITYINACTIVE CONTRIBUTING EMPLOYER 0 FATHERS OF ST CHARLES CONTRIBUTING EMPLOYER 0 GONZAGA JESUIT COMMUNITY CONTRIBUTING EMPLOYER 0 SRS OF ST BENEDICT CONTRIBUTING EMPLOYER 0 URSULINES OF BROWN COUNTY CONTRIBUTING EMPLOYER 0 CHURCH OF ST JOHN CONTRIBUTING EMPLOYER 0 HOLY FAMILY AREA CATHOLIC COMMUNITY CONTRIBUTING EMPLOYER 0 CATHOLIC CAMPUS MINISTRY CONTRIBUTING EMPLOYER 0 HOLY ROSARY PARISH CONTRIBUTING EMPLOYER 0 SOCIETY ST VINCENT DEPAUL CONTRIBUTING EMPLOYER 0 SISTERS OF ST FRANCIS CONTRIBUTING EMPLOYER 0 MOTHER OF GOOD COUNSEL CONTRIBUTING EMPLOYER 0 ST FRANCIS VILLAGE INC CONTRIBUTING EMPLOYER 0 CATHOLIC KOLPING SOCIETY CONTRIBUTING EMPLOYER 0 MONSIGNOR DONOVAN HS CONTRIBUTING EMPLOYER 0 BENEDICTINE SISTERS CONTRIBUTING EMPLOYER 0 ST ELIZABETH ADULT DAY CARE CENTER CONTRIBUTING EMPLOYER 0 THE MESSY FAMILY PROJECT CONTRIBUTING EMPLOYER 0 PRECIOUS BLOOD MINISTRY CONTRIBUTING EMPLOYER 0 CRISTO REY RESEARCH TRIANGLE HS CONTRIBUTING EMPLOYER 0 MERCY URGENT CARE CONTRIBUTING EMPLOYER 0 COR JESU ACADEMY CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1