Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE UNION HAS THE ABILITY TO APPOINT HALF OF THE TRUSTEES. THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. HAS THE ABILITY TO APPOINT TWO OF THE SIX TRUSTEES. THE PLUMBING AND HEATING ASSOCIATION OF PHILADELPHIA AND VICINITY HAS THE ABILITY TO APPOINT ONE OF THE SIX TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR AS WELL AS THE PLAN'S LEGAL COUNSEL. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PLAN ADMINISTRATOR HAS BEEN DETERMINED BY THE BOARD OF TRUSTEES. SALARY IS A MULTIPLE OF THE LEVELS OF WAGES SET FORTH IN THE APPLICABLE COLLECTIVE BARGAINING AGREEMENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. | |
| FORM 990, PART IX, LINES 5-10: | THE FUND DOES NOT ISSUE W-2'S TO ANY EMPLOYEES AND SHARES CERTAIN STAFF WITH AN ORGANIZATION THAT IS RELATED AND CERTAIN ENTITIES THAT ARE NOT CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED ORGANIZATIONS. THESE STAFF ARE PAID THROUGH ESSENTIALLY A PAYMASTER ARRANGEMENT THAT FUNCTIONS AS THE STAFF'S EMPLOYER AND ISSUES FORMS W-2 AND COMPLIES WITH APPLICABLE PAYROLL REPORTING AND RELATED REQUIREMENTS. ACCORDINGLY, THE FUND'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING PART IX, LINES 5-10. |
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