2026-04-01T11:20:19-05:00 2025-05-31 450250958 Eide Bailly LLP 5929 Fashion Point Dr Ste 300 Ogden UT 844034684 990 2024-06-01 206002062 Overland West Inc Welfare Benefit Trust OVER 8016215663 2805 Washington Blvd Ogden UT 844020590 TREVOR STEENBLIK Trustee 8013375231 2026-03-31 1 1 Derek L Bell CPA P01074636 8016211575 2026-03-30 2024 2025-03-06 01:10:19Z Trevor Steenblik 2805 Washington Blvd Ogden UT 844020590 4167873 0 X N/A X 2003 UT To provide Overland West Inc employees and dependents with medical, dental, vision, mental health, basic life insurance, accidental death and dismemberment, prescription drug, and substance abuse benefits. 4 0 0 4 0 0 0 0 3758407 4167873 0 0 0 0 3758407 4167873 0 0 3188597 3086935 0 0 0 0 0 814048 1005934 4002645 4092869 -244238 75004 592602 648924 50510 31828 542092 617096 To Provide Benefits to Employees of Overland. 0 0 The plan provides medical, dental, mental health, basic life insurance, prescription drug and substance abuse benefits to 211 eligible employees of Overland West, Inc. and its wholly-owned subsidiary and their covered dependents. 0 0 0 0 0 0 0 0 0 0 0 0 1 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 4 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X Evan Nelson 8013375227 2805 Washington Blvd Odgen UT 84401 X X Jerry H Petersen Trustee 0.50 39.50 X 0 0 0 Morgan Keyes Trustee 0.50 39.50 X 0 0 0 Tami Hull Trustee 0.50 39.50 X 0 0 0 Trevor Steenblik Trustee 0.50 39.50 X 0 0 0 0 0 0 0 0 0 0 Cigna 400 North Brand Blvd Suite 300 Glendale CA 91203 Administrative Fees 912790 1 Employer Contributions 525100 3071227 3071227 Employee Contributions 525100 1096646 1096646 4167873 4167873 4167873 0 0 3086935 171852 Premiums Paid 834082 4092869 304952 343919 153298 170653 134352 134352 592602 648924 50510 31828 50510 31828 X 542092 617096 542092 617096 592602 648924 75004 0 X 0 1 X 0 0 0 Security Deposits held by Cigna 134352 134352 X 4167873 0 4167873 0 4167873 4092869 0 4092869 0 4092869 Part X, Line 2: Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. 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 A, line 2 Jerry Petterson, Morgan Keys, and Trevor Steenblik have a business relationship with each other and with Tami Hull. Jerry Petterson and Morgan Keys have a family relationship. Form 990, Part VI, Section A, line 8b There are no committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Form 990 is provided to the trustees of the organization and discussed during the board meeting. At the board meeting, the trustees approve the Form 990 or make suggestions that should be changed. Form 990, Part VI, Section C, line 19 The governing documents, and financial statements are available upon request. Overland West Inc Welefare Benefit Trust does not have a conflict of interest policy. Part VI, Section A Line 1b The Board of Trustees consists of employees of the contributing employer and as such the board members are compensated by the contributing employer for the services they provide as employees of their respective employer. Due to this, they are not considered independent Trustees. Form 990, Part VII, Section A, Line 1a, Columns E and F: Compensation is paid to the Trustees by a related organization. However, this compensation is not included in columns (E) and (F) because it is paid by a for-profit organization that is not owned or controlled directly or indirectly by the Overland West Inc Welfare Benefit Trust, and the related for-profit organization does not provide management services for a fee to the Overland West Inc Welfare Benefit Trust. Overland West Inc 2805 Washington Blvd Ogden UT 84401 870440922 Materials UT N/A S 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1