Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | FORM 990 PART IV, LINE 13 - THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WHISTLEBLOWER POLICY. FORM 990, PART IV, LINE 14 - THE ORGANIZATION DOES NOT HAVE A WRITTEN DOCUMENT RETENTION POLICY, BUT THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE DOCUMENT RETENTION POLICY. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE FUND TO HEALTHSCOPE BENEFITS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS MADE AVAILABLE TO AND APPROVED BY EACH TRUSTEE PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. TWO TRUSTEES RECEIVE HOURLY COMPENSATION FOR ATTENDING MEETINGS AND THIS COMPENSATION POLICY WAS ADOPTED BY THE BOARD OF TRUSTEES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. BYLAWS ARE ON FILE WITH LOCAL COUNTY GOVERNMENT TO OBTAIN EXEMPTION FROM REAL ESTATE AND PERSONAL PROPERTY TAXES. FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. THE FUND PROVIDES A SUMMARY ANNUAL REPORT TO ALL PARTICIPANTS CONTAINING INSTRUCTIONS FOR OBTAINING A COPY OF THE FINANCIAL STATEMENTS AND FORM 5500. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET CHANGE IN UNREALIZED APPRECIATION IN MARKET VALUE OF INVESTMENTS 601,869 |
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