2024-05-13T09:52:51-05:00 2023-06-30 990 2022-07-01 208151733 TRINITY HEALTH WELFARE BENEFIT TRUST TRIN 7343431000 20555 VICTOR PARKWAY LIVONIA MI 481527018 JEANETTE FRANCK PLAN ADMINISTRATOR 7343431000 2024-05-13 JEANETTE FRANCK 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEANETTE FRANCK 20555 VICTOR PARKWAY LIVONIA MI 481527018 5568931 0 X N/A X 2006 MI TO RECEIVE, HOLD, AND INVEST CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENEFITS AND RETIREE LIFE INSURANCE COVERAGE OFFERED BY THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 11635 499934 357979 1272741 0 0 369614 1772675 0 0 0 0 2078 2112 0 0 0 980754 4488042 982832 4490154 -613218 -2717479 141937343 162863347 3033 5568 141934310 162857779 TO RECEIVE, HOLD, AND INVEST CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENEFITS AND RETIREE LIFE INSURANCE COVERAGE OFFERED BY THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. 0 0 4378099 499934 THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) ("RETIREE PLAN") IS, IN PART, A FUNDED WELFARE BENEFIT PLAN ADMINISTERED BY TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION ESTABLISHED THE TRINITY HEALTH WELFARE BENEFIT TRUST, A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION (VEBA) TRUST UNDER IRC SECTION 501(C)(9), TO HOLD A PORTION OF THE RETIREE PLAN ASSETS FOR PAYMENT OF CERTAIN RETIREE MEDICAL AND LIFE INSURANCE BENEFITS. 4378099 0 0 0 0 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 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 X BETH GDOWIK 7343431000 20555 VICTOR PARKWAY LIVONIA MI 481527018 THE NORTHERN TRUST COMPANY SOLE TRUSTEE 1.00 X 0 0 2112 0 0 2112 0 0 0 0 0 PARTICIPANT CONTRIBUTION 525100 483692 483692 MEDICARE PART D REIMBURSEMENT 525100 16242 16242 499934 362815 362815 4706182 3796256 909926 909926 909926 1772675 499934 0 1272741 2112 2112 5567 5567 BENEFIT PAYMNTS-MEDICAL 3602173 3602173 INSURANCE PREMIUMS 775926 775926 THIRD PARTY ADMIN. 104376 104376 4490154 4378099 112055 0 22064 21793 9189 75260 141767970 162624215 138120 142079 141937343 162863347 3033 5568 3033 5568 X 141934310 162857779 141934310 162857779 141937343 162863347 -2717479 23640948 0 X X 0 1 X 1 0 FORM 990, PART VI, SECTION A, LINE 8A THE SOLE TRUSTEE FOR THE REPORTING ENTITY IS NORTHERN TRUST; THE CONTROL OF THE REPORTING ENTITY RESTS WITH THE TRINITY HEALTH CORPORATION BENEFITS COMMITTEE. THE BENEFITS COMMITTEE CONTEMPORANEUSLY DOCUMENTS ITS MEETINGS. FORM 990, PART VI, SECTION A, LINE 8B LINE 8B IS ANSWERED "NO" BECAUSE TRINITY HEALTH WELFARE BENEFIT TRUST HAD NO COMMITTEES, OTHER THAN THOSE MENTIONED IN LINE 8A, WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC THE NORTHERN TRUST COMPANY - 50 S. LASALLE STREET, CHICAGO, IL 60603-1006. FORM 990, PART XII LINE 2: THE TRINITY HEALTH CORPORATION BENEFITS COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE TRINITY HEALTH WELFARE BENEFIT TRUST FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS OF THE TRINITY HEALTH WELFARE BENEFIT TRUST WERE INCLUDED IN THE 6/30/2023 FINANCIAL STATEMENTS OF THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN (GRANDFATHERED) - PLAN 506, WHICH WERE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. TRINITY HEALTH CORPORATION 20555 VICTOR PARKWAY LIVONIA MI 48152 351443425 HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IN 501(C)(3) LINE 12B, II CATHOLIC HEALTH MINISTRIES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II: TRINITY HEALTH CORPORATION IS THE SOLE ORGANIZATION MAKING CONTRIBUTIONS TO THE VEBA, HOWEVER, IT DOES SO ON BEHALF OF ITSELF AND OTHER CONTROLLED GROUP MEMBERS PARTICIPATING IN THE VEBA.