Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE TRUSTEE COMMITTEE HAS CONTRACTED WITH SERVICES MANAGEMENT CORPORATION TO ACT AS A THIRD PARTY ADMINISTRATOR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED BY BOTH THE CEO AND CFO PRIOR TO ITS FILING, BUT IT IS NOT REVIEWED BY ALL TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PROGRAM'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS AND OFFICERS. WHEN A PERSON BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT, THEY DISCLOSE ALL RELEVANT INFORMATION TO THE BOARD CHAIR OR VICE CHAIR, REMOVE THEMSELVES FROM ALL DISCUSSIONS OF THE MATTER, AND REMOVE THEMSELVES FROM ALL VOTES ON THE MATTER. THE BOARD MAY VOTE TO ENTER THE TRANSACTION IF IT DETERMINES THAT THE TRANSACTION IS IN THE PROGRAM'S BEST INTEREST. ALL RELEVANT INFORMATION IS DOCUMENTED IN THE MEETING MINUTES. IF A PERSON VIOLATES THE PROGRAM'S CONFLICT OF INTEREST POLICY, THEY INFORM THE PRESIDENT OF THE BOARD AND THE PROGRAM'S GENERAL COUNSEL, WHO TAKE APPROPRIATE ACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15A: THE PLAN HAS NO PAID EMPLOYEES. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| THE TWO OFFICERS LISTED IN PART VII (SHIRLEY BLOOMFIELD AND LISA I WANGLER) | FORM 990, PART VII | WERE COMPENSATED THROUGH NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION. THE HOURS PER WEEK INDICATED IN PART VII FOR SHIRLEY BLOOMFIELD AND LISA I. WANGLER ARE FOR NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION AND ITS RELATED ENTITIES AND TRUST. APPROXIMATELY 4 HOURS PER WEEK RELATE TO THE GROUP HEALTH PROGRAM. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 8,136,772. |
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