2025-04-21T12:48:47-05:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2024-01-01 581991624 SPIRE GULF INC BENEFIT TRUST FOR RETIREES NOT COVERED BY A COLLECTIVE BAR MOBI 3143420586 700 MARKET STREET 4TH FLOOR ST LOUIS MO 631011829 BOYAN N LALOV CURRENT TREASURER 3143420586 2025-04-21 1 1 MEGAN RANDOLPH P00989558 2059794100 2025-04-21 2024 2025-03-06 01:10:19Z BOYAN N LALOV 700 MARKET STREET 4TH FLOOR ST LOUIS MO 631011829 195023 0 X N/A X 1991 AL SPIRE GULF INC BENEFIT TRUST WAS ESTABLISHED AS A MEANS OF PROVIDING POST-RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS. 1 1 0 0 93266 87605 0 0 43004 7166 87207 93266 46057 0 176268 100432 0 0 90824 13908 0 0 0 0 0 10304 57943 101128 71851 75140 28581 3948951 4537481 0 0 3948951 4537481 THIS VEBA WAS ESTABLISHED AS A MEANS OF PROVIDING POST RETIREMENT HEALTH AND LIFE INSURANCE BENEFITS FOR NON-UNION EMPLOYEES OF SPIRE GULF INC. 0 0 PROGRAM EXPENSES REPRESENT HEALTH INSURANCE PREMIUMS FOR RETIRED MEMBERS. 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 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 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X GERY GORLA 3143420586 700 MARKET STREET ST LOUIS MO 631011829 X US BANK TRUSTEE 1.00 0.00 X 0 0 0 GERY GORLA VICE PRESIDENT 1.00 0.00 X 0 0 0 ADAM WOODWARD TREASURER 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTION 525100 7166 7166 7166 93266 93266 94591 94591 0 0 100432 7166 93266 0 13908 776 FEDERAL TAX PAYMENTS 50804 ALABAMA TAX PAYMENTS 4381 FOREIGN TAX PAYMENTS 1982 71851 663552 692441 2875 2567 3282524 3842473 3948951 4537481 0 0 X 1053755 1053755 0 0 2895196 3483726 3948951 4537481 3948951 4537481 28581 559949 0 X 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY AN OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS INCLUDED ON FORM 1024 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI: GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PURSUANT TO TREASURY REGULATION SECTION 1.501(C)(9)-2(C)(1) AND (C)(3), U.S. BANK, AS INDEPENDENT TRUSTEE OF THE TRUST, CONTROLS THE ORGANIZATION BECAUSE THE PLAN THAT IS FUNDED IN PART BY THE ORGANIZATION CONSITITUTES AN EMPLOYEE WELFARE BENEFIT PLAN, AS DEFINED IN SECTION 3(1) OF ERISA. ADDITIONALLY, THE INSTRUCTIONS FOR PART VI LINE 1(A) INDICATE THAT THE TRUSTEE OF A TRUST IS THE ORGANIZATION'S "GOVERNING BODY." THE QUESTIONS IN PART VI HAVE BEEN ANSWERED IN A MANNER CONSISTENT WITH U.S. BANK, AS AN INDEPENDENT AND INSTITUTIONAL TRUSTEE, BEING THE "GOVERNING BODY" OF THE ORGANIZATION. HOWEVER, IT SHOULD BE NOTED THAT, PURSUANT TO THE TERMS OF THE TRUST AGREEMENT, U.S. BANK IS A DIRECTED TRUSTEE AND SO HAS LIMITED DUTIES AND RESPONSIBILITIES WITH RESPECT TO DISCRETIONARY DECISION-MAKING UNDER THE ORGANIZATION AND THE EMPLOYEE BENEFIT WELFARE PLAN THAT IS FUNDED BY THE ORGANIZATION. AS PERMITTED UNDER SECTION 403(A) OF ERISA AND AS SET OUT IN THE TRUST AGREEMENT, U.S. BANK ALSO ACTS AT THE DIRECTION OF THE NAMED FIDUCIARY FOR THE PLANS AND INVESTMENT MANAGERS DESIGNATED BY THE NAMED FIDUCIARY. SPIRE INC 700 MARKET STREET ST LOUIS MO 63101 742976504 PROVIDING NATURAL GAS SERVICE MO N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0