2026-07-24T09:35:38-05:00 2025-12-31 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2025-01-01 476709961 STATE BANKERS ASSOCIATION GROUP INSURANCE TRUST STAT 8048194727 4490 COX RD GLEN ALLEN VA 23060 STACY PUCKETT CFO 8048194727 2026-07-23 1 PATRICK PITTMAN P00587461 5403450936 2026-07-23 2025 2025-03-06 01:10:19Z STACY PUCKETT 4490 COX ROAD GLEN ALLEN VA 23060 5162573 0 X N/A X 2015 VA VEBA TRUST FOR THE VIRGINIA BANKERS ASSOCIATION GROUP WELFARE BENEFIT PLANS 12 12 0 12 0 0 0 0 5019986 5159579 3435 2994 0 0 5023421 5162573 0 0 5019986 5159578 3041 1463 0 0 0 0 0 5023027 5161041 394 1532 41185 42806 441 530 40744 42276 VEBA TRUST FOR THE VIRGINIA BANKERS ASSOCIATION GROUP WELFARE BENEFIT PLANS 0 0 PREMIUMS PAID FOR MEDICARE SUPPLEMENT, VISION, ACCIDENT, LONG-TERM CARE, CRITICAL ILLNESS, DISABILITY AND HOSPITAL INDEMNITY COVERAGE, GROUP LIFE INSURANCE, ID THEFT, PET INSURANCE, AND LEGAL SERVICES COVERAGE. 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X THE ORGANIZATION 8048194727 4490 COX RD GLEN ALLEN VA 23060 THOMAS F CHERRY BOARD MEMBER 1.00 X 0 0 0 MICHELLE R AUSTIN BOARD CHAIR 1.00 X 0 0 0 W MARK NELSON BOARD MEMBER 1.00 X 0 0 0 BRANDON LOREY BOARD MEMBER 1.00 X 0 0 0 ELIZABETH T BEALE BOARD MEMBER 1.00 X 0 0 0 JOHN R CALDWELL BOARD MEMBER 1.00 X 0 0 0 JEFFREY H CULVER BOARD MEMBER 1.00 X 0 0 0 BARRY C ELSWICK BOARD MEMBER 1.00 X 0 0 0 MELODY D EMSWILER BOARD MEMBER 1.00 X 0 0 0 JAMES E HENDRICKS JR BOARD MEMBER 1.00 X 0 0 0 C TAYLOR QUICKE BOARD MEMBER 1.00 X 0 0 0 LARA E RAMSEY BOARD MEMBER 1.00 X 0 0 0 TRUIST BANK TRUSTEE 1.00 X 1463 0 0 1463 0 0 0 0 0 0 0 INSURANCE PREMIUMS 525100 5159579 5159579 5159579 2994 2994 5162573 5159579 0 2994 5159578 1463 5161041 41129 42276 56 530 41185 42806 441 530 441 530 X 40744 42276 0 0 0 0 40744 42276 41185 42806 1532 0 X X 0 1 X 1 0 0 X 5161110 0 5161110 1463 1463 5162573 5159578 0 5159578 1463 1463 5161041 PART X, LINE 2: AS EVIDENCED BY A TAX DETERMINATION LETTER DATED NOVEMBER 23, 2016, THE TRUST HAS RECEIVED A FAVORABLE TAX DETERMINATION FROM THE INTERNAL REVENUE SERVICE SPECIFYING THAT THE TRUST IS A VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIATION AND A QUALIFIED TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND THE TRUST IS GENERALLY EXEMPT FROM TAXATION UNDER THE PROVISIONS OF SECTION 501(A) AND THE TAX STATUES OF THE COMMONWEALTH OF VIRGINIA. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES. TO THE EXTENT THE ASSETS IN THE TRUST EXCEED STATUTORY LIMITS, THE TRUST MAY BE SUBJECT TO TAX ON ITS UNRELATED BUSINESS INCOME. MANAGEMENT HAS DETERMINED THAT THE TRUST DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2025, OR 2024. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE HEALTH AND WELFARE COMMITTEE OF THE VBA BENEFITS CORPORATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED EACH YEAR TO THE VBA BENEFITS CORPORATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNMING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES TO THIS PROCESS FROM PRIOR YEAR. VIRGINIA BANKERS ASSOCIATION 4490 COX ROAD GLEN ALLEN VA 23060 540417722 REPRESENTS BANKING INDUSTRY VA 501(C)(6) 0 VBA BENEFITS CORPORATION 4490 COX ROAD GLEN ALLEN VA 23060 541741662 PROVIDE HEALTH AND WELFARE VA VIRGINIA BANKERS ASSOCIATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1