2025-10-24T11:52:48-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2024-01-01 616555965 MONETA GROUP LLC EMPLOYEE BENEFITS PLAN TRUST MONE 3142443329 190 CARONDELET PLAZA 1200 ST LOUIS MO 63105 BETHANY WILKINSON TRUSTEE 3142443329 2025-10-23 1 1 JENNIFER M VACHA P01251998 3149831200 2025-10-23 2024 2025-03-06 01:10:19Z X BETHANY WILKINSON 190 CARONDELET PLAZA 1200 ST LOUIS MO 63105 6335077 0 X N/A X 2016 MO TO FUND HEALTH BENEFITS AND WELFARE BENEFITS FOR EMPLOYEES OF MONETA GROUP. 3 3 0 5 0 0 0 0 5862780 6335077 0 0 0 0 5862780 6335077 0 0 4827450 5484688 0 0 0 0 0 327040 344461 5154490 5829149 708290 505928 3420175 3957216 52584 83697 3367591 3873519 TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE MONETA GROUP EMPLOYEES AND THEIR DEPENDENTS. 0 0 PROVISION OF HEALTH AND WELFARE EXPENSES FOR 524 PARTICIPANTS AND THEIR DEPENDENTS, AS WELL AS ADMINISTRATIVE EXPENSES. 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 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MONETA GROUP LLC 3142443329 190 CARONDELET PLAZA SUITE 1200 ST LOUIS MO 63105 X KEITH BOWLES TRUSTEE 0.15 X 0 0 0 ERIC LEQUIA TRUSTEE 1.00 X 0 0 0 BETHANY WILKINSON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 UNITED HEALTHCARE INSURANCE COMPANY 1 HEALTH DRIVE EDEN PRAIRIE MN 55344 CONTRACT ADMINISTRATION 279598 1 EMPLOYER & EMPLOYEE CO 525100 6335077 6335077 6335077 6335077 6335077 0 0 5484688 42865 21998 279598 5829149 1669765 2331519 1712149 1564426 38261 61271 3420175 3957216 52584 83697 52584 83697 X 0 0 0 0 3367591 3873519 3367591 3873519 3420175 3957216 505928 0 X 0 1 X 1 0 0 X 6335077 0 6335077 0 6335077 5829149 0 5829149 0 5829149 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXCEPTION LETTER FROM THE IRS DATED AUGUST 4, 2016, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE STATE AND FEDERAL TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED ON THE BASIS OF THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE TRUSTEES. A COPY OF THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE VEBA DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL. TRUST ADMINISTRATION IS CARRIED OUT BY UNCOMPENSATED TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 SUMMARY ANNUAL REPORTS ARE PROVIDED TO PARTICIPANTS. PLAN DOCUMENTS AND ANNUAL REPORTS ARE AVAILABLE UPON REQUEST. MONETA GROUP LLC 190 CARONDELET PLAZA SUITE 1200 ST LOUIS MO 63105 201903821 INVESTMENT ADVISORY MO UNRELATED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1