2025-11-17T09:31:37-06:00 2024-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2024-01-01 943101366 VOLUNTARY BENEFITS PLAN FOR UAW RETIRED EMPLOYEES OF ALLIS-CHALMERS CORPORATION RETI 2162618414 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 RICHARD L LICHTENSTEIN OFFICER 2162618414 2025-10-28 1 1 JEFFREY R SPENCER CPA P01367852 2168317171 2025-10-28 2024 2025-03-06 01:10:19Z RICHARD L LICHTENSTEIN 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 40529063 0 X N/A X 1988 OH TO PROVIDE HEALTH AND DEATH BENEFITS TO RETIREES OF ALLIS-CHALMERS CORPORATION. 5 2 0 2 0 0 0 0 84726 57736 1249973 -806902 0 9253 1334699 -739913 0 0 1859006 1823543 75665 69083 0 0 0 477828 427415 2412499 2320041 -1077800 -3059954 32102751 30921718 11376 4132 32091375 30917586 TO PROVIDE HEALTH AND DEATH BENEFITS TO RETIREES OF ALLIS-CHALMERS CORPORATION. 0 0 2320041 TO PROVIDE HEALTH BENEFITS AND DEATH BENEFITS 2320041 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X JANIS L BAIR 2162618414 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 RICHARD L LICHTENSTEIN BENEFITS COMMITTEE CHAIR 2.00 X X 40900 0 0 GERALD L HALLIBURTON BENEFITS COMMITTEE MEMBER, 1/24-8/24 1.00 X 10975 0 0 JEFF KOSANKE BENEFITS COMMITTEE MEMBER 1.00 X 13350 0 0 MAX FAZELLI BENEFITS COMMITTEE MEMBER 1.00 X 0 0 0 JEAN STAVEN BENEFITS COMMITTEE MEMBER 1.00 X 0 0 0 RENEE TURNER BAILEY BENEFITS COMMITTEE MEMBER 1.00 X 0 0 0 PRINCIPAL FINANCIAL GROUP TRUSTEE 1.00 X 3858 0 0 69083 0 0 0 0 0 0 BENEFITS ADMINISTRATIVE SERVICES CO 26301 CURTISS-WRIGHT PKWY STE 105 RICHMOND HEIGHTS OH 44143 CONSULTING 277961 1 CMS SUBSIDY 525100 52847 52847 CONTRIBUTION 525100 4889 4889 57736 1496786 1496786 38965288 41268976 -2303688 -2303688 -2303688 MISCELLANEOUS REVENUE 525100 9253 9253 9253 -739913 66989 0 -806902 X 1823543 69083 3626 48760 348577 26452 2320041 164894 396936 32918 558148 705 104337 371987 265233 31532247 29597064 32102751 30921718 11376 4132 11376 4132 X 0 0 0 0 32091375 30917586 32091375 30917586 32102751 30921718 -3059954 1886165 0 X X 0 1 X 1 0 0 X 1146252 1886165 1886165 -739913 0 -739913 2320041 0 2320041 0 2320041 PART X, LINE 2: THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED SEPTEMBER 30, 1988, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. ONCE QUALIFIED, THE PLAN IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE PLAN SPONSOR IS RESPONSIBLE FOR REVIEWING THE ANNUAL REQUIRED AMENDMENTS LIST (RAL) ISSUED BY THE IRS FOR INDIVIDUALLY DESIGNED PLANS TO RETAIN QUALIFIED TAX STATUS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THE PLAN, AS AMENDED, IS QUALIFIED, AND THE RELATED TRUST IS TAX EXEMPT. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BASC 277,961. CDS ADMIN 24,778. MILLIMAN USA 29,067. THE SEGAL COMPANY 7,386. DELTA DENTAL 5,315. VISION SERVICE PLAN 4,070. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.