2025-12-19T11:29:43-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 221 W 6TH STREET STE 1900 AUSTIN TX 78701 990 2024-01-01 760311901 NEW ERA EMPLOYEE WELFARE BENEFIT TRUST NEWE 2813687200 11720 KATY FREEWAY 1700 HOUSTON TX 77079 BILL CHEN PRESIDENT AND TREASURER 2813687200 2025-12-16 1 0 MELANIE MCPEAK P01346034 5124796000 2024 2025-03-06 01:10:19Z BILL CHEN 11720 KATY FREEWAY 1700 HOUSTON TX 77079 3285415 0 X N/A X 1990 TX THE PLAN'S PRIMARY PURPOSE IS TO PROVIDE MAJOR MEDICAL AND OPTIONAL DENTAL BENEFITS TO ALL FULL-TIME EMPLOYEES AND TO THEIR BENFICIARIES AND COVERED DEPENDENTS. 2 2 0 0 0 0 0 0 3347148 3285415 0 0 0 0 3347148 3285415 0 0 3203643 2502047 0 0 0 0 0 576566 599011 3780209 3101058 -433061 184357 418508 617694 1617806 916536 -1199298 -298842 THE PLAN'S PRIMARY PURPOSE IS TO PROVIDE MAJOR MEDICAL AND OPTIONAL DENTAL BENEFITS TO ALL FULL-TIME EMPLOYEES. 0 0 PROVISION OF MAJOR MEDICAL AND DENTAL BENEFITS TO ALL FULL-TIME EMPLOYEES, BENEFICIARIES AND DEPENDENTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PAUL MUNDY 2813687247 11720 KATY FREEWAY STE 1700 HOUSTON TX 770791243 X BILL CHEN TRUSTEE 1.00 X 0 0 0 MARY FRAZIER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 2736014 2736014 PARTICIPANT CONTRIBUTI 525100 549401 549401 3285415 3285415 3285415 0 0 2502047 505858 ADMINISTRATIVE AND OTHE 93153 3101058 418508 617694 418508 617694 1617806 916536 1617806 916536 X -733798 -733798 0 0 -465500 434956 -1199298 -298842 418508 617694 X 184357 716099 X 0 1 X 1 0 0 HEALTH CLAIMS PAYABLE 362129 IBNR 547569 MISCELLANEOUS PAYABLE 6838 916536 X 3285415 0 3285415 0 3285415 3101058 0 3101058 0 3101058 PART X, LINE 2: U.S. GAAP REQUIRES THE PLAN SPONSOR 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 THE INTERNAL REVENUE SERVICE ("IRS"). THE PLAN SPONSOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THESE RETURNS WERE PROVIDED TO THE PRESIDENT AND TREASURER PRIOR TO FILING. THEY ARE BASED ON AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE EMPLOYEE BENEFIT PLAN HAS NOT MADE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGES TO AUDIT REPORT VS. TAX FILING IN 2023 716,099. NEW ERA LIFE INSURANCE COMPANY 11720 KATY FREEWAY NO 1700 HOUSTON TX 77079 742552025 LIFE INSURANCE TX N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1