Civic Intelligence

New Era Employee Welfare Benefit Trust

EIN 76-0311901 • 501(c)9 • Houston, TX

Profile

The plan's primary purpose is to provide major medical and optional dental benefits to all full-time employees.

11720 Katy Freeway 1700Houston, TX 77079

n/A

Siviq Scores

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

Liabilities / Assets

98th percentile

1.48x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

48%

Faster asset growth than 94% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-1.8%

Faster revenue growth than 34% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$617,694

Up $199,186 (+48%) from 2023

Liabilities

Down

$916,536

Down $701,270 (-43%) from 2023

Net Assets

Up

-$298,842

Up $900,456 (+75%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin56th percentile

Revenue

Down

$3,285,415

Down $61,733 (-1.8%) from 2023

Expenses

Down

$3,101,058

Down $679,151 (-18%) from 2023

Net Income

Up

$184,357

Up $617,418 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2012: $879,964Liabilities 2012: $161,849Net Assets 2012: $718,1152012Assets 2013: $1,020,181Liabilities 2013: $244,558Net Assets 2013: $775,6232013Assets 2014: $596,562Liabilities 2014: $1,330,360Net Assets 2014: -$733,7982014Assets 2015: $209,227Liabilities 2015: $1,058,876Net Assets 2015: -$849,6492015Assets 2016: -$80,018Liabilities 2016: $1,008,771Net Assets 2016: -$1,088,7892016Assets 2017: $627,385Liabilities 2017: $403,849Net Assets 2017: $223,5362017Assets 2018: $747,991Liabilities 2018: $658,318Net Assets 2018: $89,6732018Assets 2019: $810,851Liabilities 2019: $396,777Net Assets 2019: $414,0742019Assets 2020: $898,710Liabilities 2020: $604,327Net Assets 2020: $294,3832020Assets 2021: $416,993Liabilities 2021: $638,009Net Assets 2021: -$221,0162021Assets 2022: $10,071Liabilities 2022: $776,308Net Assets 2022: -$766,2372022Assets 2023: $418,508Liabilities 2023: $1,617,806Net Assets 2023: -$1,199,2982023Assets 2024: $617,694Liabilities 2024: $916,536Net Assets 2024: -$298,8422024

Highlighted filing

2024

Assets$617,694
Liabilities$916,536
Net Assets-$298,842
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $1,421,327Expenses 2012: $1,312,248Net Income 2012: $109,0792012Revenue 2013: $1,537,443Expenses 2013: $1,479,935Net Income 2013: $57,5082013Revenue 2014: $1,768,954Expenses 2014: $3,278,375Net Income 2014: -$1,509,4212014Revenue 2015: $2,016,672Expenses 2015: $2,132,523Net Income 2015: -$115,8512015Revenue 2016: $2,669,374Expenses 2016: $2,908,514Net Income 2016: -$239,1402016Revenue 2017: $2,817,349Expenses 2017: $1,505,024Net Income 2017: $1,312,3252017Revenue 2018: $2,272,533Expenses 2018: $2,406,396Net Income 2018: -$133,8632018Revenue 2019: $2,515,129Expenses 2019: $2,190,728Net Income 2019: $324,4012019Revenue 2020: $2,679,252Expenses 2020: $2,798,943Net Income 2020: -$119,6912020Revenue 2021: $2,841,856Expenses 2021: $3,357,255Net Income 2021: -$515,3992021Revenue 2022: $3,208,580Expenses 2022: $3,709,395Net Income 2022: -$500,8152022Revenue 2023: $3,347,148Expenses 2023: $3,780,209Net Income 2023: -$433,0612023Revenue 2024: $3,285,415Expenses 2024: $3,101,058Net Income 2024: $184,3572024

Highlighted filing

2024

Revenue$3,285,415
Expenses$3,101,058
Net Income$184,357
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$617,694
Liabilities
$916,536
Net assets
-$298,842
Revenue
$3,285,415
Expenses
$3,101,058
Net income
$184,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.92$0.30$3.29$3.10$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.42$1.62$1.20$3.35$3.78$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.78$0.77$3.21$3.71$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.64$0.22$2.84$3.36$0.52
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.60$0.29$2.68$2.80$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.40$0.41$2.52$2.19$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.66$0.09$2.27$2.41$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.40$0.22$2.82$1.51$1.31
2016Detailed filing. Detailed filing data is available for this year.$0.08$1.01$1.09$2.67$2.91$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.21$1.06$0.85$2.02$2.13$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.60$1.33$0.73$1.77$3.28$1.51
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.24$0.78$1.54$1.48$0.06
2012Summary only. Only limited summary data is available for this year.$0.88$0.16$0.72$1.42$1.31$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 16, 2025
Return Version
2024v5.2
Gross Receipts
$3,285,415
Mission and Program Overview

Mission

The plan's primary purpose is to provide major medical and optional dental benefits to all full-time employees.

The plan's primary purpose is to provide major medical and optional dental benefits to all full-time employees and to their benficiaries and covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$418,508$617,694▲ $199,186
Rtn Earn Endowment Incm Other Fnds$-465,500$434,956▲ $900,456
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$-733,798$-733,798→ $0
Total Assets$418,508$617,694▲ $199,186
Liabilities
Other Liabilities$1,617,806$916,536▼ $701,270
Total Liabilities$1,617,806$916,536▼ $701,270
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,199,298$-298,842▲ $900,456
Total Liabilities and Net Assets / Fund Balance$418,508$617,694▲ $199,186
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Bill ChenTrustee
Mary FrazierTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,285,415
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$184,357

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,285,415
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,285,415
Total Revenue per Form 990
$3,285,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$599,011
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---$2,502,047
Insurance---$505,858
Other Expenses---$93,153
Total Functional Expenses$0$0$0$3,101,058

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,101,058
Total Expenses per Audited Statements$3,101,058
Total Expenses per Form 990$3,101,058
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ibnr$547,569
Health Claims Payable$362,129
Miscellaneous Payable$6,838
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“These returns were provided to the president and treasurer prior to filing. They are based on audited financial statements.”

Form 990, Part VI, Section C, Line 19

“The employee benefit plan has not made these documents available to the public.”

Filing and Contact Details

Filer

Filer Name
New Era Employee Welfare Benefit Trust
EIN
76-0311901
Phone
2813687200
Address
11720 KATY FREEWAY 1700, HOUSTON, TX 77079

Signing Officer

Name
Bill Chen
Title
President and Treasurer
Phone
2813687200
Signed
2025-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Chen
Formed
1990
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
221 W 6TH STREET STE 1900, AUSTIN, TX 78701
Preparer
Melanie Mcpeak
Phone
5124796000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes to audit report vs. Tax filing in 2023 716,099.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires the plan sponsor to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service ("irs"). The plan sponsor has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2024 and 2023, there were no uncertain tax positions taken or expected to be taken. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix291 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt02502047
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL MUNDY
IRS990/BooksInCareOfDetail/PhoneNum02813687247
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011720 KATY FREEWAY STE 1700
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03285415
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt0505858
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-1199298
IRS990/NetAssetsOrFundBalancesEOYAmt0-298842
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0716099
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE AND OTHE
IRS990/OtherExpensesGrp/TotalAmt093153
IRS990/OtherLiabilitiesGrp/BOYAmt01617806
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02736014
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1549401
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1549401
IRS990/ProhibitedTaxShelterTransInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MISCELLANEOUS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03285415
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES THE PLAN SPONSOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THE PLAN SPONSOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE RETURNS WERE PROVIDED TO THE PRESIDENT AND TREASURER PRIOR TO FILING. THEY ARE BASED ON AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EMPLOYEE BENEFIT PLAN HAS NOT MADE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO AUDIT REPORT VS. TAX FILING IN 2023 716,099.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0LIFE INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NEW ERA LIFE INSURANCE COMPANY
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IRS990/SchoolOperatingInd00
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IRS990/TaxExemptBondsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03101058
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01617806
IRS990/TotalLiabilitiesEOYAmt0916536
IRS990/TotalLiabilitiesGrp/BOYAmt01617806
IRS990/TotalLiabilitiesGrp/EOYAmt0916536
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1199298
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-298842
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03285415
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03285415
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03285415
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0418508
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0617694
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011720 KATY FREEWAY 1700
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077079
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02813687200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ERA EMPLOYEE WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0760311901
ReturnHeader/Filer/PhoneNum02813687200
ReturnHeader/Filer/USAddress/AddressLine1Txt011720 KATY FREEWAY 1700
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077079
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 W 6TH STREET STE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078701
ReturnHeader/PreparerPersonGrp/PhoneNum05124796000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE MCPEAK
ReturnHeader/ReturnTs02025-12-19T11:29:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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