2025-10-14T09:05:31-05:00 2024-12-31 994625061 CRI ADVISORS LLC 3700 COLONNADE PARKWAY SUITE 300 BIRMINGHAM AL 35243 990 2024-01-01 630373544 RETAIL WHOLESALE & DEPARTMENT STORE INTL UNION & INDUSTRY HEALTH & BENEFIT FUND RETA 2052523586 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 JOSHUA BREWER ADMINISTRATOR 2052523586 2025-10-06 1 0 DAVID COMPHER P00369019 2059337822 2025-10-06 2024 2025-03-06 01:10:19Z JOSHUA BREWER 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 60035203 0 X N/A X DEFINED BENEFIT HEALTH PLAN 1956 AL PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS 5 5 17 0 0 0 0 0 44887851 46649918 19349129 4284390 0 0 64236980 50934308 0 0 42311550 46476008 677742 779647 0 0 0 2906212 3912501 45895504 51168156 18341476 -233848 64307216 68830402 3957782 5879861 60349434 62950541 PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDED HEALTH BENEFITS, INCLUDING DEATH BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS, HOSPITALIZATION, SURGICAL AND MEDICAL BENEFITS FOR EMPLOYEES OF THE EMPLOYERS, THEIR FAMILIES AND DEPENDENTS, AS DETERMINED BY THE TRUSTEES. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 8 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 X JOSHUA BREWER 2052523586 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 X JOHN A WHITAKER TRUSTEE 5.00 X 0 0 0 EDDIE ALLEN TRUSTEE/SECRETARY 5.00 X X 0 0 0 STUART H APPELBAUM TRUSTEE/CHAIRMAN 5.00 X X 0 0 0 MARSUE D LANCASTER TRUSTEE 5.00 X 0 0 0 JOSEPH DORISMOND TRUSTEE 5.00 X 0 0 0 JOSHUA BREWER FUND ADMINISTRATOR 40.00 X 101439 101439 0 101439 101439 0 1 0 1 0 BLUE CROSS BLUE SHIELD OF ALABAMA 450 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35298 CLAIMS ADMINISTRATION 1324754 SAVE ON SP LLC 40 LA RIVIERE DRIVE STE 310 BUFFALO NY 14202 HEALTH SAVINGS PLAN 494729 THE SEGAL COMPANY PO BOX 4125 NEW YORK NY 10261 ACTUARIAL 147000 CARR RIGGS & INGRAM LLC 3700 COLLONADE PKWY STE 300 BIRMINGHAM AL 35243 AUDIT & TAX 140858 4 EMPLOYER CONTRIBUTIONS 525100 46537137 46537137 COBRA INCOME 525100 112781 112781 46649918 742120 742120 12643165 9100895 3542270 3542270 3542270 50934308 50934308 0 0 46476008 101439 401456 57769 183738 35245 85792 115259 76884 626496 226678 248330 41102 37576 3678 143238 BLUE CROSS RETENTION 1324754 CHANGE IN HEALTH CLAIMS 979100 OTHER EXPENSES 3614 51168156 1921991 2261697 2469239 1933336 4367303 3602450 294277 256514 37723 37763 26414306 36658691 27532297 22224496 1564357 2111969 64307216 68830402 3957782 5879861 3957782 5879861 X 0 0 0 0 60349434 62950541 60349434 62950541 64307216 68830402 X -233848 2718288 116667 X 0 1 X 0 0 294277 256514 37763 37763 COMMON/COLLECTIVE TRUSTS 22224496 F 22224496 X 53692379 2718288 116667 2834955 50857424 76884 76884 50934308 50112172 0 50112172 76884 979100 1055984 51168156 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE FUND BY A LETTER DATED OCTOBER 7, 2009, THAT THE FUND AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). THE FUND IS NOT AWARE OF ANY ACTIION OR SERIES OF EVENTS THAT HAVE OCCURED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED APPRECIATION OF LLC PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFITS PAYABLE AT BEGINNING OF YEAR BENEFITS PAYABLE AT END OF YEAR X X 0 0 0 JOSHUA BREWER FUND ADMINISTRATOR 101439 101439 0 0 0 0 0 0 0 0 101439 101439 0 0 FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED BY THE GOVERNING BODY. THE FUND ADMINISTRATOR REVIEWS FORM 990 BEFORE FILING FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR FUND ADMINISTRATOR IS BASED ON COMPENSATION FOR REGIONAL DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY MAIL OR AT ITS OFFICE IN BIRMINGHAM, ALABAMA. FORM 990, PART XI, LINE 9: UNREALIZED APPRECIATION OF LLC 116,667. RWDSIUI PENSION FUND 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 630394267 DEFINED BENEFIT PENSION FUND AL 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0