Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE TRUST CONTRACTS WITH NHMTA SERVICES, INC., A SUBSIDIARY OF THE PLAN SPONSOR NEW HAMPSHIRE MOTOR TRANSPORT ASSOCIATION, TO PROVIDE MANAGEMENT SERVICES TO THE TRUST. EMPLOYEES OF NHMTA SERVICES REPORT TO THE TRUSTEES OF THE TRUST. THE TRUST DOES NOT HAVE ANY EMPLOYEES OF ITS OWN. THE TRUSTEES MAKE ALL NON-ROUTINE MANAGEMENT DECISIONS RELATED TO THE TRUST, SUCH AS PROPOSED RATE AND COVERAGE CHANGES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES ARE ELECTED BY THE DIRECTORS OF NEW HAMPSHIRE MOTOR TRANSPORT ASSOCIATION, THE PLAN'S SPONSOR. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO STANDING COMMITTEES, ALL MEETINGS ARE HELD WITH THE COMPLETE GOVERNING BODY OF THE TRUST. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY THE TRUST'S ACCOUNTING FIRM FOR REVIEW BY EMPLOYEES OF THE TRUST'S MANAGEMENT COMPANY, NHMTA-SERVICES. THE EMPLOYEES OF THE MANAGEMENT COMPANY THAT REVIEW THE 990 ARE THOSE RESPONSIBLE FOR THE ACCOUNTING AND ADMINISTRATION OF THE TRUST. THE 990 IS THEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND IS SIGNED BY A TRUSTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TRUST'S 990 ARE MADE AVAILABLE TO ANY INTERESTED PARTY UPON REQUEST. THE TRUST'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE MEMBERS OF THE TRUST UPON REQUEST. A COPY OF THE TRUST DOCUMENT IS MADE AVAILABLE TO ANY MEMBER UPON JOINING THE TRUST. THE FINANACIAL STATEMENTS ATTACHED TO THE TRUST'S 5500 ARE MADE AVAILABLE TO THE GENERAL PUBLIC. A SUMMARY ANNUAL REPORT IS PROVIDED TO PARTICIPANTS ANNUALLY. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 64,540. |
| PART XI QUESTION 2C | DUE TO THE SMALL SIZE OF THE BOARD, THE ENTIRE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. |
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