2025-11-12T12:54:08-06:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2024-01-01 562439567 SOUTHERN RESEARCH INSTITUTE VEBA SOUT 2055812596 2000 NINTH AVENUE SOUTH BIRMINGHAM AL 352052708 ALAN SPEAR PLAN ADMINISTRATOR 2055812596 2025-11-11 1 1 MEGAN RANDOLPH P00989558 2059794100 2025-11-11 2024 2025-03-06 01:10:19Z DAVID RUTLEDGE 2000 NINTH AVENUE SOUTH BIRMINGHAM AL 352052708 140383 0 X N/A X 2003 AL THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER. 1 0 0 0 0 0 0 0 0 0 131239 140383 0 0 131239 140383 0 0 0 0 0 0 0 0 0 5624 6661 5624 6661 125615 133722 4202199 4577660 0 0 4202199 4577660 THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER. 0 0 THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER. 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 X ALAN SPEAR 2055812000 2000 NINTH AVENUE SOUTH BIRMINGHAM AL 352052708 DAVID A RUTLEDGE TRUSTEE/DULY AUTHORIZED OFFICIAL 2.00 40.00 X X 0 253474 32634 0 253474 32634 0 0 1 0 0 140383 140383 140383 0 0 140383 6661 6661 7252 10851 4194947 4566809 4202199 4577660 0 0 X 4202199 4577660 0 0 0 0 4202199 4577660 4202199 4577660 133722 241739 0 X 0 0 0 0 MUTUAL FUNDS 4566809 F 4566809 0 0 0 DAVID A RUTLEDGE TRUSTEE/DULY AUTHORIZED OFFICIAL 0 239544 0 0 0 13930 0 10366 0 22268 0 286108 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT PROVIDE COMPENSATION TO ITS GOVERNING MEMBER(S). ALL COMPENSATION IS PAID BY AND DETERMINED BY THE RELATED ORGANIZATION, SOUTHERN RESEARCH. IN EARLY 2025, THE WILSON GROUP WAS ENGAGED TO CONDUCT A COMPETITIVE ASSESSMENT OF THE TOTAL CASH COMPENSATION FOR THE EXECUTIVE LEADERSHIP TEAM (ELT) OF SOUTHERN RESEARCH (SR). OF NOTE, THE WILSON GROUP HAS CONDUCTED SIMILAR STUDIES IN 2018, 2021, AND 2023. THE METHODOLOGY USED IN THIS ANALYSIS IS LIKE PREVIOUS COMPENSATION STUDIES CONDUCTED BY THIS TEAM. THIS UPDATED ANALYSIS HAS BEEN FACILITATED BY AN EXTERNAL HR CONSULTANT, ALESIA JONES, UNDER THE DIRECTION OF THE SR'S BOARD'S FINANCE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE AN COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS ADOPTED THE POLICY THAT THE FINANCE COMMITTEE WOULD REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. SOUTHERN RESEARCH INSTITUTE 2000 NINTH AVENUE SOUTH BIRMINGHAM AL 352052708 630288868 SCIENTIFIC RESEARCH AL 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0