Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE UNION TRUSTEES ARE OFFICERS OF THE SAME RELATED ORGANIZATION, AND POSSIBLY ONE OR MORE OF THE EMPLOYER TRUSTEES ARE OFFICERS OF THE EMPLOYER ASSOCIATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 HAS BEEN PROVIDED TO THE FUND'S ADMINISTRATOR TO BE DISTRIBUTED TO THE FUND'S BOARD OF TRUSTEES PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTION PROVISIONS, WHICH CONSTITUTE THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION ANNUAL FINANCIAL DISCLOSURE STATEMENTS FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THE FUND TO MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | FORM 990, PART VII | ERIC D. WEISS - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. MICHAEL D. BULL - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. THOMAS RATLIFF - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. FRANK W. STEGMAN - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. ANTHONY SMITH - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. JOHN GIBSON - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. PHILIP GILES - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. RAYMOND HOWARD - 3130 AMES PLACE, N.E., WASHINGTON, DC 20018. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,087,938. |
| FORM 990, PAGE 11, PART XII, LINE 2C: | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS AND ITS SELECTION OF AN INDEPENDENT ACCOUNTANT AND NO CHANGE HAS OCCURRED FROM THE PRIOR YEAR. |
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