2025-11-17T13:48:32-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 851408588 TRANSIT EMPLOYEES RETIREE HEALTH FUND TRAN 2027978700 2701 WHITNEY PLACE 200 FORESTVILLE MD 207473457 JAMES MCGEE EXECUTIVE DIRECTOR 2027978700 2025-11-17 1 1 AARON M FOX P01365820 2022274000 2024 2025-03-06 01:10:19Z JAMES MCGEE 2701 WHITNEY PLACE 200 FORESTVILLE MD 207473457 7976217 0 X N/A X 2020 MD TO PROVIDE RETIREE HEALTH BENEFITS TO RETIRED EMPLOYEES OF THE WMATA AND THEIR DEPENDENTS 5 4 0 0 0 0 0 0 8734588 6788470 912140 1187747 0 0 9646728 7976217 0 0 29417 61215 0 0 0 0 0 132036 183817 161453 245032 9485275 7731185 27660958 37376790 32547 44966 27628411 37331824 THE PURPOSE OF THIS TRUST SHALL BE TO FUND RETIREE HEALTH BENEFITS FOR QUALIFIED PARTICIPANTS AND THEIR BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE PLAN. 0 0 THE FUND IS A EMPLOYEE WELFARE BENEFIT PLAN GOVERNED BY ERISA. THE FUND WAS ESTABLISHED BY THE AMALGAMATED TRANSIT UNION LOCAL 689 TO PROVIDE RETIREE HEALTH BENEFITS TO CERTAIN RETIRED EMPLOYEES OF THE WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY AND THEIR DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MD X JAMES L MCGEE 3015682294 2701 WHITNEY PLACE 200 FORESTVILLE MD 207473457 RAYMOND JACKSON TRUSTEE 1.00 1.50 X 0 0 0 KEITH BULLOCK TRUSTEE 1.00 1.00 X 0 0 0 BARRY WILSON TRUSTEE 1.00 1.00 X 0 0 0 DAMION CANNON TRUSTEE 1.00 0.00 X 0 0 0 JAMES MCGEE EXECUTIVE DIRECTOR 50.00 1.00 X X 0 293150 0 0 293150 0 0 0 1 0 0 PARTICIPANT CONTRIBUTIONS 900099 6788470 6788470 6788470 1167135 1167135 20612 0 20612 20612 20612 7976217 6809082 0 1167135 X 61215 41600 23599 33488 18579 36175 25118 225 4050 SALES TAX EXPENSE 983 245032 20319 15423 0 13998721 164222 0 9138 0 27367604 23310539 99675 52107 27660958 37376790 32547 44966 32547 44966 X 0 0 0 0 27628411 37331824 27628411 37331824 27660958 37376790 7731185 1972228 0 X 0 1 X 0 0 0 9948445 1972228 1972228 7976217 0 7976217 245032 0 245032 0 245032 X 0 0 0 JAMES MCGEE EXECUTIVE DIRECTOR 0 293150 0 0 0 0 0 0 0 0 0 293150 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL CONSIST OF THE PRESIDENT AND THE FINANCIAL SECRETARY-TREASURER OF LOCAL UNION 689 OF THE AMALGAMATED TRANSIT UNION (UNION"), TWO TRUSTEES APPOINTED BY THE PRESIDENT OF THE UNION, AND ONE TRUSTEE WHO IS NOT A MEMBER OF THE UNION AND WHO IS APPOINTED BY THE MEMBERS OF THE UNION'S EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES (THE GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS PROVIDED TO ALL BOARD TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A STANDARDS OF CONDUCT FORM IS SIGNED BY EACH TRUSTEE WHICH IMPOSES A STANDING OBLIGATION TO DISCLOSE ANY CONFLICT OF INTEREST TO THE BOARD OF TRUSTEES. AFFECTED TRUSTEES ARE PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEES' DELIBERATION AND DECISIONS ON TRANSACTIONS WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FINANCIAL ADVISORS 15,000. ACTUARY FEES 21,175. TRANSIT EMPLOYEES RETIREE HEALTH FUND LLC 2701 WHITNEY PLACE SUITE 100 FORESTVILLE MD 20747 BENEFIT PLAN ADMINISTRATION MD 0 0 TRANSIT EMPLOYEES RETIREE HEALTH FUND AMALGAMATED TRANSIT UNION DIVISION 689 2701 WHITNEY PLACE FORESTVILLE MD 20707 530151930 EMPLOYEE UNION MD 501(C)(5) 0 WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY 600 5TH STREET NW WASHINGTON DC 20001 TRANSIT AUTHORITY DC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0