2025-08-29T09:03:14-05:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2024-01-01 387169824 K&L GATES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION K&LG 4123556500 210 SIXTH AVENUE PITTSBURGH PA 15222 J RICHARD LAUVER CO TRUSTEE 4123556500 2025-08-28 1 0 ERIN F WOOD P01710275 4122613644 2024 2025-03-06 01:10:19Z J RICHARD LAUVER 210 SIXTH AVENUE PITTSBURGH PA 15222 3025110 0 X N/A X 2016 PA SEE SCHEDULE O THE SOLE PURPOSE OF THE ORGANIZATION IS TO FUND THE COST OF THE K&LGATES GROUP HEALTH PLAN BENEFITS. 2 2 0 2 0 0 0 0 25000 3025000 13 110 0 0 25013 3025110 0 0 25000 2824602 0 0 0 0 0 14010 162847 39010 2987449 -13997 37661 36840 74501 0 0 36840 74501 THE SOLE PURPOSE OF THE ORGANIZATION IS TO FUND THE COST OF THE K&L GATES GROUP HEALTH PLAN BENEFITS. 0 0 THE SOLE PURPOSE OF THE ORGANIZATION IS TO FUND THE COST OF THE K&L GATES GROUP HEALTH PLAN BENEFITS. 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 1 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X J RICHARD LAUVER 4123556454 210 SIXTH AVENUE PITTSBURGH PA 15222 X J RICHARD LAUVER CO-TRUSTEE 1.50 37.50 X 0 0 0 CHARLES HOKANSON CO-TRUSTEE 0.50 37.50 X 0 0 0 BNY MELLON INSTITUTIONAL TRUSTEE 0.00 0.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 ADMINISTRATIVE SERVICES 150397 1 EMPLOYER CONTRIBUTIONS 900099 3025000 3025000 3025000 110 110 3025110 3025000 0 110 2824602 12450 150397 2987449 36840 74501 36840 74501 0 0 X 0 0 0 0 36840 74501 36840 74501 36840 74501 37661 0 X 0 1 X 0 0 0 X 3025110 0 3025110 0 3025110 2987449 0 2987449 0 2987449 PART X, LINE 2: THE TRUST ESTABLISHED IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE IRC AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 7, 2017 WITH AN EFFECTIVE DATE OF NOVEMBER 29, 2016. THE TRUSTEES BELIEVE THAT THE TRUST CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP REQUIRE THE TRUSTEES TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUSTEES HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUSTEES BELIEVE THAT THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. FORM 990, PART VI, SECTION A, LINE 9: BNY MELLON - 240 GREENWICH ST, NEW YORK, NY 10286 FORM 990, PART VI, SECTION B, LINE 11B THE CO-TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. K&L GATES LLP 210 SIXTH AVENUE PITTSBURGH PA 15222 250921018 OFFICE OF LAWYERS PA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1