Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 AS DELIVERED BY THE TRUSTS CPA. THEY REVIEW AND SIGN THE REQUIRED PAGES AND REMIT THESE TO TRUST MANAGEMENT FOR MAILING IN ACCORDANCE WITH STATUTORY FILING REQUIREMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PLAN'S ADMINISTRATOR PERIODICALLY UPDATES A LIST OF PARTIES-IN-INTEREST. THE TRUST ATTORNEY REVIEWS ALL PROPOSED SERVICE PROVIDER RELATIONSHIPS FOR COMPLIANCE WITH ERISA. ALL AGREEMENTS OF ALL APPROVED SERVICE PROVIDERS ARE REVIEWED BY THE TRUST ATTORNEY PRIOR TO EXECUTION OF THE AGREEMENTS. PARTY-IN-INTEREST INQUIRIES ARE MADE ANNUALLY BY THE PLAN ADMINISTRATOR IN COORDINATION WITH THE ANNUAL AUDIT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES THE AVAILABLE DOCUMENTS UPON WRITTEN REQUEST. | |
| SELECTION AND REVIEW OF INDEPENDENT AUDITORS | FORM 990. PART XII, LINE 2C | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SELECTING INDEPENDENT AUDITORS AND REVIEWING THE AUDIT REPORT. THERE HAS BEEN NO CHANGE IN THE PROCESS SINCE THE PRIOR YEAR. |
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