2026-07-07T15:55:03-05:00 2025-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2025-01-01 363489253 CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST CHRI 6303782900 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 CATHERINE THOMSON TRUSTEE 6303782900 2026-07-07 1 GREG WALLENBECKER P01451145 3123680500 2026-07-07 2025 2025-03-06 01:10:19Z CATHERINE THOMSON 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 477517208 0 X WWW.CBSERVICES.ORG X 1987 IL ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN. 7 7 0 0 0 0 0 0 389187054 419075079 23743621 14770280 1463682 158712 414394357 434004071 0 0 392538404 414995381 0 0 0 0 0 21031135 21633346 413569539 436628727 824818 -2624656 223452279 233693888 77189520 76909506 146262759 156784382 THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST WAS ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN. 0 0 PROVIDES A PROGRAM OF SELF-INSURED MEDICAL, DENTAL, VISION, LONG-TERM DISABILITY, AS WELL AS INSURED GROUP LIFE AND AD&D COVERAGE TO EMPLOYEES OF QUALIFIED PARTICIPATING EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X CAROLYN RANDALL 6303782927 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 X CATHERINE THOMSON TRUSTEE 1.00 X 0 0 0 JOSEPH KOMOS TRUSTEE 1.00 X 0 0 0 DARLEEN SANFORD TRUSTEE 1.00 X 0 0 0 DENNIS LEE TRUSTEE 1.00 X 0 0 0 RICK HABERKORN TRUSTEE - PAST 1.00 X 0 0 0 JOSEPH SARACENO TRUSTEE - NEW 1.00 X 0 0 0 ALLEN ANDREWS TRUSTEE 1.00 X 0 0 0 SUSIE BROWN TRUSTEE - NEW 1.00 X 0 0 0 0 0 0 0 0 0 0 CHRISTIAN BROTHERS SERVICES 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 ADMINISTRATIVE SERVICES 20461100 LIVONGO HEALTH INC 150 W EVELYN AVENUE STE 150 MOUNTAIN VIEW CA 94041 HEALTH MANAGEMENT CARE FEES 1771376 GALLAGHER BENEFIT SERVICES INC 2850 GOLF ROAD ROLLING MEADOWS IL 60008 BROKER COMMISSIONS 1075367 RH CLARKSON FINANCIAL SERVICES INC 401 W MAIN ST STE 1500 LOUISVILLE KY 40202 BROKER COMMISSIONS 511720 ACCORDANT HEALTH SERVICES LLC 4050 PIEDMONT PARKWAY STE 210 HIGH POINT NC 27265 HEALTH MANAGEMENT CARE FEES 505356 17 EMPLOYER CONTRIBUTIONS 900099 419075079 419075079 419075079 5541703 5541703 52741714 43513137 9228577 9228577 9228577 MISCELLANEOUS 900099 158712 158712 158712 434004071 419233791 0 14770280 414995381 20461100 158942 732588 60710 47378 8395 FEES MANDATED BY ACA 149997 MISCELLANEOUS 14236 436628727 6820743 10961377 2339607 36586805 15117343 19946 20943 74693023 59108290 105331762 146146328 223452279 233693888 13076997 12863506 340523 63772000 64046000 77189520 76909506 X 0 0 0 0 146262759 156784382 146262759 156784382 223452279 233693888 -2624656 13146279 0 X 0 1 X 1 0 0 STATE STREET - RUSSELL 3000-R SCREENED INDEX NL 59726190 F STATE STREET - MSCI ACWI EX-USA MI 36883485 F CHURCHILL MIDDLE MARKET SR. LOAN FUND V 10074592 F UBS TRUMBULL PROPERTY INCOME FUND 13232247 F NIS CORE FIXED INCOME QP FUND 24542257 F NIS HIGH YIELD QP FUND 1687557 F 146146328 CLAIMS INCURRED BUT NOT REPORTED 64046000 64046000 X 446417762 13146279 13146279 433271483 732588 732588 434004071 435622139 0 435622139 732588 274000 1006588 436628727 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES, THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 274,000. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS AN AGREEMENT WITH CHRISTIAN BROTHERS SERVICES TO PROVIDE CLAIM ADMINISTRATION, UNDERWRITING, BILLING & ENROLLMENT OF MEMBERS, OFFICE SPACE, ACTUARIAL & GENERAL ACCOUNTING, AMONG OTHER DUTIES FOR THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE CHEIF FINANCIAL OFFICER OF THE ADMINISTRATOR OF THE PLAN WILL REVIEW, SIGN AND FILE THE RETURN ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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EMPLOYER 0 CATHOLIC CAMPUS MINISTRY CONTRIBUTING EMPLOYER 0 SRS OF ST BENEDICT CONTRIBUTING EMPLOYER 0 ANNUNCIATION MONASTERY CONTRIBUTING EMPLOYER 0 DE LA SALLE INSTITUTE CONTRIBUTING EMPLOYER 0 SISTERS OF ST FRANCIS CONTRIBUTING EMPLOYER 0 CRISTO REY RICHMOND HS CONTRIBUTING EMPLOYER 0 DE LA SALLE INSTITUTE 2 CONTRIBUTING EMPLOYER 0 BROTHER RICE HIGH SCHOOL CONTRIBUTING EMPLOYER 0 SERRA ITNLNATL COUNCIL USA CONTRIBUTING EMPLOYER 0 MISSIONARY SOCIETY ST COLUMBAN CONTRIBUTING EMPLOYER 0 OUR LADY OF FLORIDA SPIRITUAL CENTER CONTRIBUTING EMPLOYER 0 MONTSERRAT JESUIT RETREAT HOUSE CONTRIBUTING EMPLOYER 0 CLEMENT MANOR CONTRIBUTING EMPLOYER 0 MILWAUKEE CATHOLIC HOME CONTRIBUTING EMPLOYER 0 VAGABOND MISSIONS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1