2025-09-15T12:36:56-05:00 2024-12-31 873803779 ONEBRIDGE BENEFITS INC 170 FRANKLIN ST BUFFALO NY 142022412 990EZ 2024-01-01 616484358 EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY EMPL 7162456100 PO BOX 4391 CLINTON IA 527334391 PATRICIA REIMANN TRUSTEE REPRESENTATIVE 7162456100 2025-09-12 1 1 P03103023 7162456100 2025-09-12 2024 2025-03-06 01:10:19Z X X X N/A X X 101727 X 11225 5289 85213 79031 6182 22696 10 10 22686 64251 -2343 84594 64251 84594 64251 84594 0 0 64251 84594 X THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN. 0 0 X TIAA TRUST NA TRUSTEE 0.00 0 0 750 ALTA TRUST TRUSTEE 0.00 0 0 0 X 0 0 0 0 0 0 0 0 ONEBRIDGE BENEFITS INC 170 FRANKLIN STREET SUITE 700 BUFFALO NY 14202 7162456100 0 0 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,289. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: -2,343. FORM 990-EZ, PART IV THE CONTRIBUTING EMPLOYER HAS APPOINTED ALTA TRUST, A TRUST COMPANY ORGANIZED UNDER THE LAWS OF SOUTH DAKOTA, AS THE SUCCESSOR TRUSTEE TO THE TRUST, CONCURRENTLY WITH THE REMOVAL OF TIAA TRUST AS TRUSTEE AS OF DECEMBER 17, 2024. SIMULTANEOUSLY, ONEBRIDGE BENEFITS, INC. WAS APPOINTED AS THE SUCCESSOR RECORDKEEPER. FORM 990-EZ, PART I, AMENDED RETURN EXPLANATION THE ORGANIZATION ORIGINALLY FILED A TIMELY FORM 990-N FOR THE TAX YEAR ENDING DECEMBER 31, 2024. AFTER FURTHER REVIEW, IT WAS DETERMINED THAT THE TRUST DOES NOT QUALIFY TO FILE FORM 990-N, AS ITS GROSS RECEIPTS EXCEEDED THE $50,000 THRESHOLD FOR THE APPLICABLE TAX YEAR. ACCORDINGLY, THIS AMENDED FORM 990 IS BEING SUBMITTED TO ACCURATELY REPORT THE ORGANIZATION'S FINANCIAL ACTIVITY IN COMPLIANCE WITH IRS FILING REQUIREMENTS. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.