2026-07-07T09:56:10-05:00 2025-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2025-01-01 631133071 ALABAMA POWER CO POST RETIREMENT WELFARE BENEFITS TRUST ALAB 4122347977 241 RALPH MCGILL BLVD NE BIN 1013 ATLANTA GA 30308 THE BANK OF NEW YORK MELLON VP TAX 4122347977 2026-05-20 1 MEGAN RANDOLPH P00989558 2059794100 2026-05-20 2025 2025-03-06 01:10:19Z THE BANK OF NEW YORK MELL 1 MELLON CENTER PITTSBURGH PA 15258 38832589 0 X N/A X 1994 AL FUNDING POST-RETIREMENT MEDICAL AND LIFE INSURANCE BENEFITS. 1 0 0 0 226601 22863 0 0 18114074 12330692 165986 226601 0 1148000 18280060 13705293 0 0 15138863 14195497 17 0 0 0 0 66955 101298 15205835 14296795 3074225 -591502 298677620 323309149 0 0 298677620 323309149 FUNDING POST-RETIREMENT MEDICAL AND LIFE INSURANCE BENEFITS. 0 0 THE ALABAMA POWER COMPANY POSTRETIREMENT WELFARE BENEFITS TRUST IS A TRUST FORMED FOR THE PURPOSE OF RECEIVING, HOLDING, AND INVESTING FUNDS TRANSFERRED BY ALABAMA POWER COMPANY FOR THE PURPOSE OF PAYING POSTRETIREMENT WELFARE BENEFITS TO ALABAMA POWER COMPANY RETIRED EMPLOYEES. THE ALABAMA PUBLIC SERVICE COMMISSION REQUIRES ALABAMA POWER COMPANY TO PLACE THE AMOUNT OF THESE RETIREE BENEFIT COSTS INCLUDED IN ITS ELECTRIC RATES IN AN EXTERNAL TRUST FUND. THE TRUST WAS FORMED SOLELY FOR THAT PURPOSE. 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 1 1 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 X BANK OF NEW YORK MELLON 4122347977 1 MELLON CTR PITTSBURGH PA 15258 X BANK OF NEW YORK MELLON TRUSTEE 5.00 0.00 X 0 0 0 MOSES FEAGIN DULY AUTHORIZED OFFICER 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 0 PLAN CONTRIBUTIONS 525100 12330692 12330692 12330692 200066 200066 25153831 25127296 26535 26535 26535 FEDERAL UBIT TAX REFUND 900099 1148000 1148000 1148000 13705293 13478692 226601 0 14195497 50500 50798 14296795 56631 25057 436 131 4245180 3697826 294375373 319586135 298677620 323309149 0 0 X 298677620 323309149 0 0 0 0 298677620 323309149 298677620 323309149 -591502 25223031 0 X 0 0 0 0 TRUST OWNED LIFE INSURANCE 319586135 319586135 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION IS A TRUST FORMED BY ALABAMA POWER COMPANY TO RECEIVE, HOLD AND INVEST FUNDS FOR THE PURPOSE OF PAYING MEDICAL AND LIFE INSURANCE BENEFITS TO ALABAMA POWER COMPANY RETIRED EMPLOYEES. BANK OF NEW YORK MELLON IS THE INSTITUTIONAL TRUSTEE. THE COMPANY CONTROLS THE OPERATIONS OF THE TRUST THROUGH ITS DULY AUTHORIZED OFFICER IN ACCORDANCE WITH THE PROVISIONS OF THE TRUST AGREEMENT. AS OF DECEMBER 31, 2025, THE DULY AUTHORIZED OFFICER OF THE TRUST WAS MOSES FEAGIN, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER OF ALABAMA POWER COMPANY. FORM 990, PART VI, SECTION A, LINE 8A THE GOVERNING BODY DID NOT HOLD ANY MEETINGS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 8B THERE WAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF TAX OF SOUTHERN COMPANY SERVICES, INC., WHO IS DELEGATED AUTHORITY FOR TAX RETURNS BY THE DULY AUTHORIZED OFFICER OF THE TRUST. FORM 990, PART VI, SECTION C, LINE 19 AS A 501(C)(9) ORGANIZATION, THE TRUST DOES NOT TYPICALLY MAKE THEIR FINANCIAL STATEMENTS OR GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. ALABAMA POWER COMPANY 600 N 18TH STREET BIRMINGHAM AL 35219 582210952 UTILITY AL SOUTHERN COMPANY C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1