2025-11-12T10:17:55-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2024-01-01 731248786 KAISER-FRANCIS OIL COMPANY VOLUNTARY BENEFICIARY HEALTH TRUST KAIS 9184940000 6733 S YALE AVENUE TULSA OK 741363302 DEREK G OPFER HUMAN RESOURCES DIRECTOR 9184914676 2025-11-05 1 1 SAMANTHA N AKERS P01761204 9187452333 2025-11-04 2024 2025-03-06 01:10:19Z DEREK G OPFER 6733 SOUTH YALE TULSA OK 74136 8142068 0 X N/A X 1984 OK THE PLAN PROVIDES HEALTH, DISABILITY AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL FULLTIME EMPLOYEES OF THE COMPANY. THE COMPANY IS THE FUNDING VEHICLE FOR HOLDING CONTRIBUTIONS UNTIL BENEFITS ARE PAID. 2 0 0 0 0 0 0 0 7737711 8141340 0 728 0 0 7737711 8142068 0 0 7236472 8111542 0 0 0 0 0 455852 566954 7692324 8678496 45387 -536428 1608270 1456483 155789 540430 1452481 916053 THE PLAN PROVIDES HEALTH, DISABILITY AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL FULLTIME EMPLOYEES OF THE COMPANY. THE COMPANY IS THE FUNDING VEHICLE FOR HOLDING CONTRIBUTIONS UNTIL BENEFITS ARE PAID. 0 0 8678496 8141340 THE KAISER FRANCIS OIL COMPANY VOLUNTARY BENEFICIAL HEALTH TRUST IS A VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIATION UNDER IRC SECTION 501(C)(9). IT PROVIDES MEDICAL BENEFITS FOR THE EMPLOYEES OF KAISER FRANCIS OIL COMPANY. 8678496 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 OK X DEREK G OPFER 9184940000 6733 S YALE AVE TULSA OK 741363302 GEORGE B KAISER TRUSTEE 0.10 X 0 56287 0 DON P MILLICAN TRUSTEE 0.10 X 0 211720 0 0 268007 0 0 0 1 0 UMR 115 W WAUSAU AVE WAUSAU WI 54401 HEALTH CARE ADMINISTRATION 178163 1 EMPLOYER CONTRIBUTIONS 524114 6086257 6086257 EMPLOYEE CONTRIBUTIONS 524114 2055083 2055083 8141340 728 728 8142068 8141340 0 728 8111542 8111542 INSURANCE PREMIUMS PAID 388791 388791 ADMINISTRATIVE EXPENSES 178163 178163 8678496 8678496 0 0 984370 848222 115862 100223 508038 508038 1608270 1456483 155789 540430 155789 540430 X 0 0 0 0 1452481 916053 1452481 916053 1608270 1456483 -536428 0 X 0 1 X 0 0 0 OTHER LIABILITIES 540430 540430 8142068 0 8142068 0 8142068 8678496 0 8678496 0 8678496 0 0 0 DON P MILLICAN TRUSTEE 0 211720 0 0 0 0 0 0 0 0 0 211720 0 0 FORM 990, PART VI, SECTION A, LINE 8A THIS ENTITY WAS CREATED TO HOLD BENEFIT CONTRIBUTIONS AND EARNINGS FOR THE MEDICAL PLAN OF KAISER FRANCIS OIL COMPANY. THEREFORE, THE GOVERNING BODY DOES NOT HOLD MEETINGS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO THE PRINCIPAL OFFICER OF THE GOVERNING BODY FOR REVIEW AND SIGNATURE BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE COMPANY SUMMARY PLAN DESCRIPTION (SPD), SECTION TAB: ERISA NOTIFIES PARTICIPANTS ABOUT THEIR ENTITLEMENT TO CERTAIN RIGHTS AND PROTECTIONS UNDER ERISA. PLAN PARTICIPANTS ARE PERMITTED ACCESS TO ALL DOCUMENTS GOVERNING THE OPERATION OF THE PLAN. THE SPD IS DISTRIBUTED TO ALL ELIGIBLE EMPLOYEES OF THE PLAN UPON ELIGIBILITY. FORM 990, VARIOUS LINES (SEE BELOW) THE FOLLOWING QUESTIONS ARE NOT APPLICABLE TO THE ORGANIZATION: PART IV: QUESTIONS 4, 20B, 24B-24D, 25A-25B, 35B AND 36 PART V: QUESTIONS 1C, 2B, 3B, 5C, 6B, 7B, 7D, 7G, 7H, 8, 9A-9B, 10A-10B, 11A-11B, AND 12A-12B, 13A-13C, 14B, 17 PART VI, SECTION B: QUESTIONS 10B, 12B-12C, AND 16B PART XII: QUESTION 3B KAISER FRANCIS OIL COMPANY 6733 S YALE AVE TULSA OK 74136 731248786 OIL & GAS EXPLORATION AND PRODUCTION OK N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 KAISER-FRANCIS OIL COMPANY S 6086257 CASH