Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE FUND IS GOVERNED BY A JOINT BOARD OF TRUSTEES CONSISTING OF EIGHT TRUSTEES. FOUR TRUSTEES ARE APPOINTED BY SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 2000 REPRESENTING THE PARTICIPANTS AND FOUR TRUSTEES ARE APPOINTED BY THE EMPLOYERS. CURRENTLY ONE UNION TRUSTEE AND TWO EMPLOYER TRUSTEE POSITIONS ARE VACANT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE TRUSTEES FOR REVIEW. IF ANY OF THE TRUSTEES HAVE COMMENTS OR QUESTIONS, THEY ARE PRESENTED DIRECTLY TO THE CHAIRMAN. WHEN THE DRAFT FORM 990 IS APPROVED A FORM 8879 IS SIGNED BY A MEMBER OF THE BOARD AND PROVIDED TO THE INDEPENDENT ACCOUNTANT AUTHORIZING ELECTRONIC FILING OF THE APPROVED FORM. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT BY DECEMBER 31ST OF EACH YEAR. ANY INTERESTED PERSON WITH OBJECTIVE EVIDENCE THAT A TRUSTEE MAY HAVE VIOLATED ANY OF THE PROVISIONS OF THE POLICY MAY REPORT SUCH POSSIBLE VIOLATION TO THE BOARD OF TRUSTEES IN WRITING. THE BOARD OF TRUSTEES WILL INVESTIGATE AND DETERMINE THE MOST APPROPRIATE ACTIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -88,106. |
| FORM 990, PART XI, LINE 2C: | THE BOARD OF TRUSTEES ASSUME OVERSIGHT OF THE SERVICES PERFORMED. THERE IS NO CHANGE IN THIS PROCEDURE FROM PRIOR YEARS. |
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