2026-04-07T12:05:26-05:00 2025-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2024-07-01 436422525 PRIVATE EDUCATION EMPLOYERS' TRUST PRIV 3142318066 701 MARKET STREET ST LOUIS MO 63101 ELIZABETH MCDONALD CHAIRMAN/TRUSTEE 3142318066 2026-04-06 1 1 JENNAH R PURK CPA P00614610 3148844000 2026-03-24 2024 2025-03-06 01:10:19Z ELIZABETH MCDONALD 6235 WYDOWN BLVD ST LOUIS MO 63105 13171033 0 X N/A X 1992 MO TO PROVIDE GROUP HEALTH INSURANCE COVERAGE TO PRIVATE SCHOOL EMPLOYEES. 9 9 0 12 0 0 0 0 12789774 13153133 19901 17900 0 0 12809675 13171033 0 0 12789774 13255635 0 0 0 0 0 20504 23501 12810278 13279136 -603 -108103 375279 286286 0 19110 375279 267176 TO PROVIDE GROUP HEALTH INSURANCE COVERAGE TO PRIVATE SCHOOL EMPLOYEES 0 0 13255635 PRIVATE EDUCATION EMPLOYERS' TRUST (PEET) IS A CONSORTIUM OF NINE SMALL, PRIVATE, NOT-FOR-PROFIT INDEPENDENT SCHOOLS AND COLLEGES POOLING THEIR RESOURCES TO PURCHASE GROUP HEALTH INSURANCE ON A COLLECTIVE BASIS TO GAIN BETTER PRICING AND ACCESS FOR PARTICIPANTS. 13255635 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X CAMMON COMPANY 3142318066 701 MARKET STREET 300 ST LOUIS MO 63101 X ELIZABETH MCDONALD - FORSYTH SCHOOL CHAIRMAN/TRUSTEE 0.75 X X 0 0 0 RYANN DILLON - RANKEN TECH VICE CHAIR/TRUSTEE 0.75 X X 0 0 0 RACHEL FLAVIN - CHURCHILL SCHOOL TRUSTEE 0.50 X 0 0 0 MICHELLE CHLEBOWSKI - JOHN BURROUGH TRUSTEE (EFF 7/1/2025) 0.50 X 0 0 0 ROB KAMPEN - WHITFIELD SCHOOL TRUSTEE 0.50 X 0 0 0 ADIL KHAN - LOGAN COLLEGE TRUSTEE 0.50 X 0 0 0 DONNA PATE - ROSSMAN SCHOOL TRUSTEE 0.50 X 0 0 0 HARRY MILES - MICDS TRUSTEE 0.50 X 0 0 0 DONNA SCOTT - COMMUNITY SCHOOL TRUSTEE 0.50 X 0 0 0 LORI FULFORD - JOHN BURROUGHS TRUSTEE (THRU 6/30/2025) 0.50 X 0 0 0 0 0 0 0 0 0 0 0 MEMBER ASSESSMENTS 525100 13153133 13153133 13153133 17900 17900 13171033 13153133 0 17900 13255635 13255635 23310 23310 96 96 MISSOURI TRUSTEE FEE 95 95 13279136 13255635 23501 0 375279 286286 375279 286286 19110 0 19110 X 375279 267176 375279 267176 375279 286286 -108103 0 X X 0 1 X 1 0 0 X 13171033 0 13171033 0 13171033 13279136 0 13279136 0 13279136 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTING AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED, PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(9), AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN'S TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, REMAINS QUALIFIED AND OPERATING AS DESIGNED. FORM 990, PART VI, SECTION A, LINE 8B PEET DOES NOT PRESENTLY HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBER ARE PROVIDED A COMPLETE COPY OF THE DRAFTED FORM 990 AND 990T FOR REVIEW AND APPROVAL BEFORE FILING THE FORMS. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST DOES NOT PRESENTLY MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS OPEN TO THE PUBLIC. FORM 990, PART XII, LINE 2C: PEET'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS DID NOT CHANGE FROM THE PREVIOUS YEAR.