Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A BUSINESS RELATIONSHIP. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIRMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND'S LEGAL COUNSEL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE PLAN YEAR THE FUND DID NOT HAVE ANY EMPLOYEES WHO MET THE LISTED DEFINITIONS. IF THE FUND HAD EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15A OF THE FORM 990. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4, OF ERISA | |
| THE AUDIT IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES. IN ADDITION, THE PROCESS OF SELECTING AN AUDITOR HAS NOT CHANGED FROM THE PRIOR PLAN YEAR. |
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