2025-11-13T09:15:21-06:00 2024-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2024-01-01 521851497 UNITED STATES TELEPHONE ASSOCIATION 501 C 9 TRUST UNIT 2023267300 601 NEW JERSEY AVE NW 600 WASHINGTON DC 20001 JONATHAN SPALTER TRUSTEE 2023267300 2025-11-10 1 1 KELLI PECK P01423033 3217516200 2025-11-10 2024 2025-03-06 01:10:19Z JONATHAN SPALTER 601 NEW JERSEY AVE NW 600 WASHINGTON DC 20001 93972 0 X N/A X 1993 DC TO FUND HEALTH BENEFIT PLANS FOR ELIGIBLE EMPLOYEES, THEIR DEPENDENTS, AND QUALIFIED RETIREES. 1 0 0 0 0 0 0 0 0 0 160129 93972 0 0 160129 93972 0 0 279366 467000 0 0 0 0 0 7567 4021 286933 471021 -126804 -377049 2449905 2132415 0 0 2449905 2132415 TO FUND HEALTH BENEFIT PLANS FOR ELIGIBLE EMPLOYEES, THEIR DEPENDENTS, AND QUALIFIED RETIREES. 0 0 THE SOLE PURPOSE OF THE UNITED STATES TELEPHONE ASSOCIATION 501 (C)(9) TRUST IS TO FUND HEALTH BENEFIT PLANS FOR ELIGIBLE EMPLOYEES, THEIR DEPENDENTS, AND QUALIFIED RETIREES. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 DC X PLAN SPONSOR 2023267300 601 NEW JERSEY AVE NW 600 WASHINGTON DC 20001 JONATHAN SPALTER TRUSTEE 1.00 39.00 X 0 2054076 20700 USTELECOM ASSOCIATION ADMINISTRATOR 1.00 X 0 0 0 0 2054076 20700 0 0 1 0 0 93972 93972 93972 0 0 93972 467000 4021 471021 56143 42916 406995 2393762 1682504 2449905 2132415 0 0 X 0 0 0 0 2449905 2132415 2449905 2132415 2449905 2132415 -377049 59559 0 X 0 0 0 0 BAIRD AGGREGATE BOND INST 574137 F HARBOR CORE BOND RETIREMENT 574895 F PAYDEN LIMITED MATURITY 319154 F SCHWAB S&P 500 INDEX 214318 F 1682504 0 0 0 JONATHAN SPALTER TRUSTEE 0 1274833 0 763945 0 15298 0 20700 0 3582 0 2078358 0 0 FORM 990, PART VI, SECTION A, LINE 8A THE 501 C9 TRUST IS AFFILIATED WITH USTELECOM. IT CONSISTS OF ASSETS THAT ARE INVESTED UNDER INVESTMENT POLICIES APPROVED BY THE USTELECOM EXECUTIVE COMMITTEE, WHICH ALSO AT LEAST ONCE ANNUALLY REVIEWS INVESTMENT PERFORMANCE AGAINST RISK ADJUSTED BENCHMARKS. EXPENSES ARE PRIMARILY MONTHLY HEALTH CARE INSURANCE PREMIUMS AND TO A LESSER EXTENT INVESTMENT MANAGEMENT FEES. BASED ON THE NATURE OF ITS OPERATIONS, THE TRUST DOES NOT CONVENE REGULAR MEETINGS. ANY MATERIAL CHANGES IN THE SCOPE OF OPERATIONS FOR THE TRUST, TO INCLUDE INVESTMENT POLICIES, DESIGNATION OF TRUSTEES AND ADMINISTRATORS OR CHANGES IN BENEFITS ARE APPROVED BY THE USTELECOM EXECUTIVE COMMITTEE. THE LAST SUCH CHANGES WERE MADE IN APRIL 2024 AND ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION A, LINE 8B PLEASE SEE EXPLANATION FOR PART VI, SECTION A, LINE 8A ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS INITIALLY PREPARED BY USTELECOM'S EXTERNAL ACCOUNTANTS, WITH DATA PROVIDED PRIMARILY BY THE USTELECOM FINANCE DEPARTMENT. A DRAFT IS THEN CIRCULATED FOR REVIEW TO THE SVP, POLICY. ONCE THE SVP, POLICY & ADVOCACY HAS SIGNED OFF ON THE DRAFT, IT IS SENT TO THE PRESIDENT & CEO FOR HIS REVIEW. BEFORE THE 990 IS FILED, IT IS DISCUSSED AT AN EXECUTIVE COMMITTEE MEETING OF THE BOARD AND MADE AVAILABLE FOR REVIEW BY COMMITTEE MEMBERS. EXTERNAL ACCOUNTANTS THEN FINALIZE THE RETURN AND TRANSMIT IT ELECTRONICALLY TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. HOWEVER, THE ORGANIZATION DOES HAVE A PROCESS FOR PROVIDING COPIES ON A CASE BY CASE BASIS. USTELECOM 601 NEW JERSEY AVE NW 600 WASHINGTON DC 20001 530159345 TRADE ASSOCIATION REPRESENTING THE BROADBAND INDUSTRY. IL 501(C)(6) N/A 0 UNITED STATES TELECOM FOUNDATION 601 NEW JERSEY AVE NW 600 WASHINGTON DC 20001 521691824 TO PROVIDE EDUCATIONAL PROGRAMS ON TELECOMMUNICATIONS. DC 501(C)(3) 509(A)(3) USTELECOM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 USTELECOM P 467000 BOOK VALUE