2026-07-15T16:15:54-05:00 2025-08-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2024-09-01 237401847 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 655 WELFARE FUND UNIT 3148352700 300 WEIDMAN ROAD SUITE A BALLWIN MO 63021 LAURA KELLEY TRUSTEE 3148352700 2026-07-14 1 0 STEPHANIE H JONES P01649363 3146555500 2024 2025-03-06 01:10:19Z LAURA KELLEY 300 WEIDMAN ROAD SUITE A BALLWIN MO 63021 68884817 0 X N/A X 1953 MO TO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS. 10 0 20 0 0 0 0 0 56224726 64904117 714362 488179 208654 22539 57147742 65414835 0 0 60109399 61336258 1260830 1192508 0 0 0 1889976 1531412 63260205 64060178 -6112463 1354657 28493319 29869148 1312548 993825 27180771 28875323 NONE 0 0 64060178 PROVIDE MEDICAL, PHARMACY, DENTAL, VISION, SHORT TERM DISABILITY, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 64060178 0 0 0 0 0 0 0 0 0 1 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 24 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAURA KELLEY TRUSTEE 3148352700 300 WEIDMAN ROAD SUITE A BALLWIN MO 63021 NANCY MEYER TRUSTEE 1.00 X 0 0 0 STEVE POWELL TRUSTEE 1.00 X 0 0 0 DAVID COOK CHAIRMAN 1.00 X X 0 0 0 NIKKI RICH TRUSTEE 1.00 X 0 0 0 MIKE WILLIS TRUSTEE 1.00 X 0 0 0 ROBERT SPENCE TRUSTEE 1.00 X 0 0 0 JACK RODEMANN TRUSTEE 1.00 X 0 0 0 MIKE FORTE CO-CHAIRMAN 1.00 X X 0 0 0 DAVID WILLIAMS TRUSTEE 1.00 X 0 0 0 TOM GUZ TRUSTEE 1.00 X 0 0 0 PAUL SCHAEFER TRUSTEE 1.00 X 0 0 0 LAURA KELLEY TRUSTEE 1.00 X 0 0 0 MIKE ROBERTS TRUSTEE 1.00 X 0 0 0 AUDRIE HOWARD TRUSTEE 1.00 X 0 0 0 HOLLY VERWEYST EXITING TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 63117201 63117201 EMPLOYEE CONTRIBUTIONS 525100 1786916 1786916 64904117 608161 608161 3350000 3469982 -119982 -119982 -119982 OTHER INCOME 525100 22539 22539 22539 65414835 64926656 0 488179 61336258 61336258 883355 883355 235511 235511 73642 73642 104423 104423 86477 86477 10000 10000 71297 71297 346469 346469 124039 124039 39007 39007 10176 10176 62040 62040 ACTUARIAL FEES 318599 318599 PRINTING AND POSTAGE 124788 124788 NETWORK PROVIDER FEES 99721 99721 TELEPHONE 49427 49427 84949 84949 64060178 64060178 0 0 3086115 4054054 8175616 8678979 469415 405282 74670 64133 16449663 16426361 707255 645621 28493319 29869148 41348 76979 567079 309073 704121 607773 1312548 993825 X 0 0 0 0 27180771 28875323 27180771 28875323 28493319 29869148 1354657 339895 0 X X 0 1 X 1 0 104521 67507 37014 364894 337775 27119 64133 LONG-TERM OPERATING LEASE LIABILITIES 475754 LONG-TERM FINANCING LEASE LIABILITIES 31988 CURRENT MATURIES OF OPERATING LEASE LIABILITIES 73851 CURRENT MATURIES OF FIANANCING LEASE LIABILITIES 26180 607773 X 65754730 339895 339895 65414835 0 65414835 64060178 0 64060178 0 64060178 PART X, LINE 2: IN ACCORDANCE WITH GAAP, THE FUND'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT AS OF AUGUST 31, 2025 AND 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND'S MANAGEMENT BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2021. THE FUND IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND THE TRUSTEES FOR REVIEW AND APPROVAL. UPON APPROVAL, THE FORM 8879 IS SIGNED AND RETURNED TO THE ACCOUNTANTS AUTHORIZING THE FORM 990 TO BE ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE GOVERNING BODY IS REQUIRED TO DISCLOSURE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST AT A REGULARLY SCHEDULED TRUSTEE MEETING EACH YEAR. IN THE EVENT OF SUCH A DISCLOSURE, THE OTHER TRUSTEES WILL TAKE APPROPRIATE STEPS TO RESOLVE THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 BASED ON COMPARABLE COMPENSATION INFORMATION, THE INDEPEDENT GOVERNING BODY REVIEWS AND ESTABLISHES THE COMPENAATION FOR THE FUND MANAGER AND APPROVES THE OVERALL BUDGET FOR COMPENSATION OF PLAN EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE TO PARTIES WITH A FINANCIAL INTEREST IN THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE TRUSTEES ASSUME THE RESPONSIBLITY FOR THE SELECTION, CONTINUANCE AND OVERSIGHT OF THE INDEPENDENT ACCOUNTANTS. THE PRACTICE IS CONSISTENT WITH PRIOR YEARS. 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