Civic Intelligence

Van Ausdall & Farrar Inc Empl Benefit Trust

EIN 35-1694366 • 501(c)9 • Indianapolis, IN

Profile

To provide medical expense benefits to participating employees and other qualified participants of the van ausdall & farrar, inc. Employee benefit trust (welfare benefit plan).

6430 E 75th StreetIndianapolis, IN 46250

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2021

Net Margin

43rd percentile

-0.7%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2021

Asset Growth

19th percentile

-85%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

9.4%

Faster revenue growth than 67% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$1,000

Down $5,572 (-85%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$1,000

Down $5,572 (-85%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin43rd percentile

Revenue

Up

$847,442

Up $72,995 (+9.4%) from 2020

Expenses

Up

$853,014

Up $83,063 (+11%) from 2020

Net Income

Down

-$5,572

Down $10,068 (-224%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2016: $2,695Liabilities 2016: $0Net Assets 2016: $2,6952016Assets 2017: $1,729Liabilities 2017: $0Net Assets 2017: $1,7292017Assets 2018: $9,856Liabilities 2018: $0Net Assets 2018: $9,8562018Assets 2019: $2,076Liabilities 2019: $0Net Assets 2019: $2,0762019Assets 2020: $6,572Liabilities 2020: $0Net Assets 2020: $6,5722020Assets 2021: $1,000Liabilities 2021: $0Net Assets 2021: $1,0002021

Highlighted filing

2021

Assets$1,000
Liabilities$0
Net Assets$1,000
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,579,251Expenses 2016: $1,608,552Net Income 2016: -$29,3012016Revenue 2017: $1,265,706Expenses 2017: $1,266,672Net Income 2017: -$9662017Revenue 2018: $1,188,774Expenses 2018: $1,180,647Net Income 2018: $8,1272018Revenue 2019: $950,550Expenses 2019: $958,330Net Income 2019: -$7,7802019Revenue 2020: $774,447Expenses 2020: $769,951Net Income 2020: $4,4962020Revenue 2021: $847,442Expenses 2021: $853,014Net Income 2021: -$5,5722021

Highlighted filing

2021

Revenue$847,442
Expenses$853,014
Net Income-$5,572
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000
Liabilities
$0
Net assets
$1,000
Revenue
$847,442
Expenses
$853,014
Net income
-$5,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.85$0.85$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.77$0.77$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.95$0.96$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.19$1.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.27$1.27$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.58$1.61$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$847,442
Mission and Program Overview

Mission

To provide medical expense benefits to participating employees and other qualified participants of the van ausdall & farrar, inc. Employee benefit trust (welfare benefit plan).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,572$1,000▼ $5,572
Rtn Earn Endowment Incm Other Fnds$6,572$1,000▼ $5,572
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,572$1,000▼ $5,572
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,572$1,000▼ $5,572
Total Liabilities and Net Assets / Fund Balance$6,572$1,000▼ $5,572
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Eric Von GrimmensteinTrustee
Tim MullenTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Insurance Companies INC-220 VIRGINIA AVE, Indianapolis, IN 46204$1,621,190
Professional Benefit Administrators-900 JORIE BLVD SUITE 250, Oak Brook, IL 60523$1,435,807
Truescripts Management Services-513 E SOUTH ST, Washington, IN 47501$977,335
Grand Rounds INC-360 3RD STREET 245, San Francisco, CA 94107$484,428
Delta Dental Of Indiana-225 S EAST ST SUITE 358, Indianapolis, IN 46202$226,587
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$847,442
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-5,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$847,442
Total Revenue per Audited Statements
$847,442
Total Revenue per Form 990
$847,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$836,639
Fees for Services Other---$16,375
Total Functional Expenses$0$0$0$853,014

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$853,014
Total Expenses per Audited Statements$853,014
Total Expenses per Form 990$853,014
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Eric Von GrimmensteinSee Part VSee Part V-$443,330
Vaf Financial IncSee Part VSee Part V--
Van Ausdall Farrar IncSee Part VSee Part V--

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

“The trustees of this trust (that are members of the governing body) are also officers of a related organization reported on schedule r. As a result, all trustees have a business relationship with each other.”

Part VI, Section B, Line 11

“A draft copy of form 990 was reviewed by the governing body prior to finalization. After the form is reviewed and its accuracy confirmed by individuals with direct knowledge of the operations of the organization, the form 990 is finalized and provided to a member of the governing body for signature and filing.”

Part VI, Section C, Lines 18 & 19

“As under regulations sections 301.6104(d)-1 through 3, the organization will make available for public inspection upon request the governing documents and each annual information return (form 990) and related schedules and attachments (including the audited financial statements). In addition, this return is automatically posted on guidestar.org.”

Part VII

“The trustees listed in part vii on line 1(a) column a lines 1-2 are employees of the related organization (as disclosed on schedule r) that sponsors this 501(c)(9) veba. However, because the related organization is a for-profit organization that is not owned or controlled directly or indirectly by this veba reporting organization and does not provide management services for a fee to this reporting organization, compensation from the related organization (veba sponsor) is not disclosed as each of the trustees listed on these lines are volunteers who serve the reporting organization without compensation from the reporting organzation.”

Filing and Contact Details

Filer

Filer Name
Van Ausdall & Farrar Inc Employee
EIN
35-1694366
In Care Of
% TIM MULLEN
Phone
3179747219
Address
6430 E 75TH STREET, INDIANAPOLIS, IN 46250

Signing Officer

Name
Tim Mullen
Title
CFO
Phone
3179747219
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Van Ausdall Farrar Inc
Formed
1987
Legal Domicile
In
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Forvis Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Steven J Kritzmire
Phone
3173834000
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IRS990ScheduleD/RevenueSubtotalAmt0847442
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IRS990ScheduleD/TotalRevenuePerForm990Amt0847442
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0847442
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ERIC VON GRIMMENSTEIN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1VAN AUSDALL FARRAR INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2VAF FINANCIAL INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0443330
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2SEE PART V
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0ERIC VON GRIMMENSTEIN OWNS 88.36% (100% THROUGH FAMILY ATTRIBUTION) OF VAN AUSDALL & FARRAR, INC. (A FOR PROFIT C CORPORATION) AND 81.82% OF VA&F FINANCIAL, INC. (A FOR PROFIT C CORPORATION)
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1VAN AUSDALL & FARRAR, INC. AND VA&F FINANCIAL, INC. ARE ENTITIES MORE THAN 35% OWNED DIRECTLY BY ONE OR MORE CURRENT TRUSTEES.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt2ERIC VON GRIMMENSTEIN (A TRUSTEE OF THIS ORGANIZATION) DID NOT HAVE ANY BUSINESS TRANSACTIONS WITH THE ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt3VAN AUSDALL & FARRAR, INC. CONTRIUBUTES AMOUNTS TO THE TRUST THAT ARE NECESSARY TO FUND CLAIMS AND EXPENSES OF THE VAN AUSDALL & FARRAR, INC. EMPLOYEE BENEFIT TRUST THAT IT SPONSORS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0COLUMN (B) ERIC VON GRIMMENSTEIN
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1COLUMN (B) VAN AUSDALL & FARRAR, VA&F FINANCIAL
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc2COLUMN (D) ERIC VON GRIMMENSTEIN
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc3COLUMN (D) VAN AUSDALL & FARRAR, INC.
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THIS TRUST (THAT ARE MEMBERS OF THE GOVERNING BODY) ARE ALSO OFFICERS OF A RELATED ORGANIZATION REPORTED ON SCHEDULE R. AS A RESULT, ALL TRUSTEES HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF FORM 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO FINALIZATION. AFTER THE FORM IS REVIEWED AND ITS ACCURACY CONFIRMED BY INDIVIDUALS WITH DIRECT KNOWLEDGE OF THE OPERATIONS OF THE ORGANIZATION, THE FORM 990 IS FINALIZED AND PROVIDED TO A MEMBER OF THE GOVERNING BODY FOR SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS UNDER REGULATIONS SECTIONS 301.6104(D)-1 THROUGH 3, THE ORGANIZATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THE GOVERNING DOCUMENTS AND EACH ANNUAL INFORMATION RETURN (FORM 990) AND RELATED SCHEDULES AND ATTACHMENTS (INCLUDING THE AUDITED FINANCIAL STATEMENTS). IN ADDITION, THIS RETURN IS AUTOMATICALLY POSTED ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES LISTED IN PART VII ON LINE 1(A) COLUMN A LINES 1-2 ARE EMPLOYEES OF THE RELATED ORGANIZATION (AS DISCLOSED ON SCHEDULE R) THAT SPONSORS THIS 501(C)(9) VEBA. HOWEVER, BECAUSE THE RELATED ORGANIZATION IS A FOR-PROFIT ORGANIZATION THAT IS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THIS VEBA REPORTING ORGANIZATION AND DOES NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THIS REPORTING ORGANIZATION, COMPENSATION FROM THE RELATED ORGANIZATION (VEBA SPONSOR) IS NOT DISCLOSED AS EACH OF THE TRUSTEES LISTED ON THESE LINES ARE VOLUNTEERS WHO SERVE THE REPORTING ORGANIZATION WITHOUT COMPENSATION FROM THE REPORTING ORGANZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINES 18 & 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0351067666
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0RETAIL SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0VAN AUSDALL & FARRAR INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06430 E 75TH STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd046250
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0AS THE SPONSOR OF THE ASSOCIATED WELFARE PLAN, VAN AUSDALL & FARRAR, INC. EMPOLYEES MAY PROVIDE IMMATERIAL SERVICES TO THE PLAN AND THIS TRUST FROM TIME TO TIME FOR WHICH THE RELATED PARTY RECEIVES NO COMPENSATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 1o
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE BELOW
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0VAN AUSDALL & FARRAR INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0EE SH
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
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IRS990/TerminateOperationsInd0false
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0847442
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0847442
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
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IRS990/USAddress/AddressLine1Txt06430 E 75TH ST
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046250
IRS990/VotingMembersGoverningBodyCnt02
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM MULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03179747219
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Van Ausdall & Farrar Inc Employee
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0VANA
ReturnHeader/Filer/EIN0351694366
ReturnHeader/Filer/InCareOfNm0% TIM MULLEN
ReturnHeader/Filer/PhoneNum03179747219

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