2025-11-10T11:28:49-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-01-01 812446302 BUDD E&A VEBA BUDD 4122012242 60 BLVD OF THE ALLIES 5TH FLOOR PITTSBURGH PA 15222 WILLIAM M KROGER JR TRUSTEE 4122012242 2025-11-03 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2025-11-10 X 2024 2025-03-06 01:10:19Z WILLIAM M KROGER JR 60 BLVD OF THE ALLIES 5TH FLOOR PITTSBURGH PA 15222 1523001 0 X N/A X 2016 PA TO PROVIDE HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. 5 5 0 0 0 0 0 0 46059 42798 2881486 1480203 0 0 2927545 1523001 0 0 4392993 4483705 1800 1625 0 0 0 364571 367361 4759364 4852691 -1831819 -3329690 74110667 76181425 38472 21389 74072195 76160036 THE BUDD E&A VEBA IS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTH AND OTHER WELFARE BENEFITS TO PARTICIPANTS IN ACCORDANCE WITH THE PLAN DOCUMENT, AND AS PERMISSIBLE UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AS SET FORTH HEREIN. 0 0 THE TRUST PROVIDED HEALTH AND OTHER WELFARE BENEFITS THROUGH THE BUDD E&A VEBA TO PLAN PARTICIPANTS AND ELIGIBLE DEPENDENTS. 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 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X CDS ADMINISTRATORS INC 4122012242 60 BLVD OF THE ALLIES 5TH FLOOR PITTSBURGH PA 15222 JIM ALLISON COMMITTEE MEMBER 2.00 X 125 0 0 THOMAS WHOMSLEY COMMITTEE MEMBER 2.00 X 300 0 0 THOMAS STUART COMMITTEE MEMBER 2.00 X 300 0 0 DERIC RIGHTER COMMITTEE MEMBER 2.00 X 300 0 0 WILLIAM KROGER JR COMMITTEE MEMBER 2.00 X X 600 0 0 1625 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTIONS 525100 42397 42397 BCBS REFUND 525100 401 401 42798 1480203 1480203 1523001 42798 0 1480203 4483705 1625 78000 32574 20781 136573 333 4153 26452 ACTUARY FEE 63000 BANK FEES 3598 PCORI FEE 1897 4852691 239440 240568 90024 695721 17952 15430 73763251 75229706 74110667 76181425 38472 21389 38472 21389 X 0 0 0 0 74072195 76160036 74072195 76160036 74110667 76181425 -3329690 5417531 0 X 0 1 X 0 0 0 MUTUAL FUNDS 56464555 F LIMITED PARTNERSHIP 18765151 F 75229706 X 6803959 5417531 5417531 1386428 136573 136573 1523001 4716118 0 4716118 136573 136573 4852691 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE PLAN IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE TRUST'S ADMINISTRATOR TO BE DISTRIBUTED TO THE COMMITTEE MEMBERS FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 ANY DOCUMENTS THAT THE TRUST WOULD BE REQUIRED TO MAKE AVAILABLE TO THE PUBLIC CAN BE OBTAINED FROM THE TRUST'S THIRD-PARTY ADMINISTRATOR, CDS ADMINISTRATORS.