2025-10-14T17:13:42-05:00 2024-12-31 Forvis Mazars LLP 820 Massachusetts Ave Ste 1370 Indianapolis IN 46204 990 2024-01-01 261187254 AMERICAN UNITED LIFE INS CO WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES % PLAN ADMINISTRATOR AMER 3172855001 ONE AMERICAN SQUARE PO BOX 368 INDIANAPOLIS IN 462060368 STEPHEN PEARSON VP, TLT REWDS & HRIS 3172855001 2025-11-15 true true LAUREN R DENTON P01571860 3173834000 2024 2025-03-06 01:10:19Z STEPHEN PEARSON ONE AMERICAN SQUARE PO BOX INDIANAPOLIS IN 462060368 39046486 false X N/A X 2008 IN SEE SCHEDULE O 4 0 0 0 0 0 37965951 39046486 0 0 0 0 37965951 39046486 0 0 34462756 35170699 0 0 0 0 0 2725239 2726683 37187995 37897382 777956 1149104 6510810 6997961 4541303 3879350 1969507 3118611 PROVIDE COVERED LIFE, SICKNESS, ACCIDENT AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES. false false THE SOLE PURPOSE AND ACTIVITY OF THIS TRUST IS TO PROVIDE COVERED LIFE HEALTH, ACCIDENT AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES. false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false X 4 0 true false false false false false false true true false false true false false false false false false X PLAN ADMINISTRATOR 3172855001 ONE AMER SQ PO BOX 368 INDIANAPOLIS IN 462060368 X ANDREW MICHIE TRUSTEE 0.0 0.0 X 0 0 0 CHRIS POHL TRUSTEE 0.0 0.0 X 0 0 0 CAROLYN ESTRADA TRUSTEE 0.0 0.0 X 0 0 0 STEPHEN PEARSON TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false MARATHON HEALTH LLC 10 WEST MARKET ST SUITE 2900 INDIANAPOLIS IN 46204 ON-SITE CLINIC 1064820 HARTFORD LIFE AND ACCIDENT P O BOX 2999 HARTFORD CT 061042999 CLAIMS ADMIN SERVS 383256 UMR INC 11 SCOTT STREET SUITE 100 WAUSAU WI 54403 ADMIN SERVICES 962104 3 0 SPONSOR CONTRIBUTIONS 900001 28944607 28944607 PARTICIPANT CONTRIBUTIONS 900001 10101879 10101879 39046486 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 39046486 39046486 0 0 0 35170699 0 0 0 0 0 0 0 0 0 0 0 0 2726683 0 0 0 0 0 0 0 0 0 0 0 0 37897382 2234419 2752276 0 0 0 0 4276391 4245685 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6510810 6997961 4541303 3879350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4541303 3879350 X 0 0 0 0 1969507 3118611 1969507 3118611 6510810 6997961 1149104 X false true X false false 40414114 1367628 1367628 39046486 39046486 39897931 2100767 2100767 37797164 100218 100218 37897382 PART XI, LINE 2D OTHER ADJUSTMENTS: $1,397,628 - CONTRIBUTIONS MADE UNDER TERMS OF THE AFFILIATED WELFARE PLAN THAT ARE NOT INCLUDED IN THIS 501(C)(9) TRUST. PART XII, LINE 2D $1,719,681 - WELFARE BENEFIT PAYMENTS MADE UNDER THE TERMS OF THE AFFILIATED WELFARE PLAN THAT ARE NOT MADE FROM ASSETS OF THIS 501(C)(9) TRUST. $381,086 - SEVERENCE CLAIMS INCURRED BUT NOT REPORTED. PART XII, LINE 4B $100,218 - INCREASE IN HEALTH CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED. FORM 990, PART 1, LINE 1 PROVIDE COVERED LIFE, SICKNESS, ACCIDENT AND WELFARE RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 2 THE TRUSTEES OF THIS TRUST (THAT ARE MEMBERS OF THE GOVERNING BODY) ARE ALSO OFFICERS OF A RELATED ORGANIZATION REPORTED ON SCHEDULE R. AS A RESULT, ALL TRUSTEES HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO FINALIZATION, AFTER THE FORM WAS REVIEWED AND ITS ACCURACY CONFIRMED BY THE INDIVIDUALS WITH DIRECT KNOWLEDGE OF THE OPERATION OF THE ORGANIZATION, THE FORM 990 WAS FINALIZED AND PROVIDED TO A MEMBER OF THE GOVERNING BODY FOR SIGNATURE AND FILING. FORM 990, PART VI, SECTION C, LINE 19 AS PROVIDED UNDER REGULATIONS SECTION 301.6104(D)-1 THROUGH 3, THE ORGANIZATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, THE GOVERNING DOCUMENTS AND EACH ANNUAL INFORMATION RETURN (FORM 990) AND RELATED SCHEDULES AND ATTACHMENTS (INCLUDING THE AUDITED FINANCIAL STATEMENTS). FORM 990, PART VII THE TRUSTEES LISTED IN PART VII, SECTION A, ON LINE 1A COLUMN (A) LINES(1) - (3) ARE EMPLOYEES OF A RELATED ORGANIZATION (AS DISCLOSED ON SCHEDULE R) THAT SPONSORS THIS 501(C)(9) VEBA. HOWEVER, BECAUSE THE RELATED ORGANIZATION IS A FOR-PROFIT ORGANIZATION THAT IS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THIS VEBA REPORTING ORGANIZATION AND DOES NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THIS REPORTING ORGANIZATION, COMPENSATION FROM THE RELATED ORGANIZATION (VEBA SPONSOR) IS NOT DISCLOSED AS EACH OF THE TRUSTEES LISTED ON THESE LINES ARE VOLUNTEERS WHO SERVE THE REPORTING ORGANIZATION WITHOUT COMPENSATION FROM THE REPORTING ORGANIZATION. AMERICAN UNITED LIFE INS CO ONE AMERICAN SQUARE INDIANAPOLIS IN 46206 350145825 INSURANCE COM IN NA C CORP false false false false false false false false false false false false false false false false false false false false