Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE PLAN HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND PLAN ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. | |
| FORM 990, PART VI, SECTION B, LINE 15B | THE PLAN ADMINISTRATOR'S COMPENSATION PACKAGE IS DETERMINED USING COMPARABILITY DATA PRESENTED BY FUND COUNSEL AND APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN UPON REQUEST AT THE FUND OFFICE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 251,002. |
| FORM 990, PART VII, LINE 1A | THE PLAN DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY AS THE TRUSTEES BELIEVE THAT THE GENERAL CONFLICTS STANDARDS OF ERISA PROVIDES SUFFICIENT FIDUCIARY COVERAGE FOR THE PLAN. | |
| FORM 990, PART VII, LINE 1A | THE ADMINISTRATOR FOR THE PLAN IS ON THE EXECUTIVE BOARD OF THE LOCAL UNION. THE LOCAL UNION INITIALLY PAYS FOR THE ADMINISTATOR'S SALARY AND BENEFITS. AMOUNTS ARE REIMBURSED ON A MONTHLY BASIS BASED ON AN ALLOCATION APPROVED BY THE TRUSTEES. |
| Software ID: | |
| Software Version: |