2025-11-12T12:08:41-06:00 2024-12-31 341897225 HILL BARTH & KING LLC 8010 SUMMERLIN LAKES DRIVE FORT MYERS FL 33907 990 2024-01-01 236411794 GMP-EMPLOYERS RETIREE TRUST GMP- 2399366242 5245 BIG PINE WAY SE FORT MYERS FL 33907 JODI L HOPPER EXECUTIVE DIRECTOR 2399366242 2025-11-11 1 1 GERALD M KIMBLE P00022470 2394825522 2025-11-11 2024 2025-03-06 01:10:19Z JODI L HOPPER 5245 BIG PINE WAY SE FORT MYERS FL 33907 118441838 0 X WWW.GMPTRUST.COM X 1965 PA HOLD FUNDS TO PROVIDE BENEFITS TO MEMBERS. 6 6 15 6 0 0 0 0 17672439 15758161 25467620 32280695 647113 307383 43787172 48346239 0 0 25060287 22879614 781654 815465 0 0 0 5360188 5145031 31202129 28840110 12585043 19506129 545681576 597598177 4444468 4818493 541237108 592779684 THE G.M.P. EMPLOYERS RETIREE TRUST WAS CREATED IN COLLECTIVE BARGAINING NEGOTIATIONS TO PROVIDE POST-RETIREMENT HEALTH CARE COVERAGE TO ELIGIBLE RETIREES AND THEIR SPOUSES. IT ALSO PROVIDES A $2,000 DEATH BENEFIT TO ELIGIBLE RETIREES. 0 0 22879614 15765342 G.M.P - EMPLOYERS RETIREE TRUST WAS FORMED TO PAY MEDICAL AND DEATH BENEFITS TO UNION RETIREES AND THEIR SPOUSES. THIS IS THE ONLY PROGRAM SERVICE ACTIVITY AND, ACCORDINGLY, ALL EXPENSES ARE ATTRIBUTABLE TO THAT ACTIVITY. 22879614 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 14 0 15 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 FL X JODI L HOPPER 2399366242 5245 BIG PINE WAY SE FORT MYERS FL 33907 MR CLAUDE BEAUDIN CHAIRMAN, TRUSTEE 3.00 3.00 X 0 0 0 MR THOMAS GALLAGHER TRUSTEE 3.00 X 0 0 0 MR BENNETT SALLEMI TRUSTEE 3.00 X 0 0 0 MR GARY MORGAN TRUSTEE 3.00 3.00 X 0 0 0 MS WENDY LARRISON WOLFE TRUSTEE 3.00 X 0 0 0 MR JAIME NAVARRO TRUSTEE 3.00 X 0 0 0 MS JODI HOPPER EXECUTIVE DIRECTOR 65.00 3.00 X 152804 0 0 152804 0 0 1 0 1 0 BLUECROSS & BLUESHIELD OF SC 1-20 AT ALPINE ROAD COLUMBIA SC 29219 HEALTH ADMINISTRATIVE FEES 487536 EXPRESS SCRIPTS 100 PARSONS POND DR FRANKLIN LAKES NJ 07417 HEALTH ADMINISTRATIVE FEES 419865 DST HEALTH SOLUTIONS 333 WEST 11TH STREET KANSAS CITY MO 64105 SOFTWARE FEES 309563 VBA W180N11711 RIVER LANE GERMANTOWN WI 53022 SOFTWARE FEES 247017 DODGE AND COX 555 CALIFORNIA STREET 40TH FL SAN FRANCISCO CA 94104 INVESTMENT AND MONEY MANAGEMENT 203072 5 CONTRIBUTIONS FROM EMPLOYERS 525100 12686602 12686602 3071559 3071559 15758161 14012974 14012974 88363320 70095599 18267721 18267721 18267721 PENSION FUNDING 525100 300202 300202 OTHER REVENUE - RELATED OR EXEMPT 525100 7181 7181 307383 48346239 15765342 0 32580897 22879614 22879614 152804 152804 592571 592571 16040 16040 54050 54050 17056 17056 100000 100000 995843 995843 35153 35153 279576 279576 10778 10778 17652 17652 14774 14774 3111628 3111628 ACTUARIAL FEES 183000 183000 ELECTRONIC CLAIMS SERVI 168959 168959 TELEPHONE 100609 100609 POSTAGE AND MAILINGS 52990 52990 57013 57013 28840110 22879614 5960496 0 605766 651604 7869367 0 5847 2646 225386 68056 859843 25063 591905 834780 117492504 133352785 416972400 460247085 15334 1918401 2425887 545681576 597598177 843037 918310 3601431 3900183 4444468 4818493 X 541237108 592779684 0 0 0 0 541237108 592779684 545681576 597598177 X 19506129 32035138 1309 X X 0 1 X 1 0 188878 25063 163815 670965 670965 834780 PIMCO FUNDS 82998028 F MINTON BUILDING 2167000 F VANGUARD INFLATION-PROTECTED S 9438299 F LAZARD GLOBAL LISTED INFRASTRUCTURE 15980788 F T ROWE PRICE NEW ERA FUND 6942020 F T ROWE PRICE INSTITUTIONAL FLO 11099584 F BAIRD AGGREGATE BOND FUND 60812774 F ISHARES S&P 500 INDEX-K 64959061 F BNYM GLOBAL REAL RETURN-Y 20824758 F GMO RESOURCES FUND-III 7268655 F T ROWE PRICE INST HI YLD 11389257 F DFA GLOBAL RL EST SECS 20303170 F MFS INTL DIVERSIFICAT-R6 67659556 F ARROWSTREET 73196502 F DREYFUS 5207633 F 460247085 BROKER PAYABLE 12384 DEFERRED PREMIUM REVENUE 214627 CLAIMS PAYABLE TRUST 3673172 3900183 X 79583457 50302859 197923 50500782 29082675 995843 18267721 19263564 48346239 28040881 196614 196614 27844267 995843 995843 28840110 PART X, LINE 2: THE PLAN ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 AND HAS DETERMINED THAT ALL INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND ACCORDINGLY, HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES AT DECEMBER 31, 2024 FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: MINTON BUILDING RENTAL INCOME 197,923. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON INVESTMENTS 18,267,721. PART XII, LINE 2D - OTHER ADJUSTMENTS: MINTON BUILDING 196,614. X 0 0 0 MS JODI HOPPER EXECUTIVE DIRECTOR 152804 0 0 0 0 0 0 0 0 0 152804 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE SENT TO EACH MEMBER OF THE GOVERNING BODY IMMEDIATELY FOLLOWING THE COMPLETION AND FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ACKNOWLEDGEMENT AND DISCLOSURE FORMS ARE REQUIRED TO BE SUBMITTED AND UPDATED AS SITUATIONS CHANGE OR BECOME INACCURATE OR INCOMPLETE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED WITH INDUSTRY DATA BY THE ACTUARY EVERY THREE TO FIVE YEARS AND IS APPROVED BY TRUSTEES FOR ALL SALARY BASED POSITIONS. THESE APPROVALS ARE DOCUMENTED IN THE PLAN'S MINUTES OF WHICH TOOK PLACE IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST PROVIDES COPIES TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FUNDS TO MINTON BUILDING FROM GMP 1,309. 2C BOARD OF TRUSTEES THE MINTON BUILDING CORPORATION 5245 BIG PINE WAY FORT MYERS FL 33907 650222251 HOLDING TITLE TO G M P'S BUILDING, COLLECTING RENTS, AND SUBMITTING RENTS FL 501 (C) 2 G M P-EMPLOYERS RETIREE TRUST 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 THE MINTON BUILDING CORPORATION K 197923 FAIR MARKET RENT