Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A | WE ARE A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION - 501(C)(9): THE PURPOSE OF WHICH IS TO PROVIDE HEALTH, DENTAL, AND OTHER WELFARE BENEFITS FOR THOSE EMPLOYEES OF EDCO COLLABORATIVE AND THEIR ELIGIBLE DEPENDENTS COVERED BY EDCO COLLABORATIVE WELFARE BENEFIT TRUST PLAN. PURSUANT TO ARTICLE 5.2 OF THE TRUST AGREEMENT: THE TRUSTEE SHALL FURNISH TO THE PLAN ADMINISTRATOR A WRITTEN STATEMENT OF ACCOUNT WITHIN 60 DAYS AFTER THE END OF THE TRUST'S YEAR END SETTING FORTH ALL RECEIPTS AND DISBURSEMENTS FOR THE PLAN. THE PLAN ADMINISTRATOR SHALL ACKNOWLEDGE RECEIPT THEREOF IN WRITING AND ADVISE THE TRUSTEE OF HIS APPROVAL OR DISAPPROVAL THEREOF. FAILURE BY THE PLAN ADMINISTRATOR TO DISAPPROVE ANY SUCH STATEMENT OF ACCOUNT WITHIN 90 DAYS AFTER ITS RECEIPT THEREOF SHALL BE DEEMED APPROVAL THEREOF. | |
| FORM 990, PART VI, SECTION A, LINE 8B | WE ARE A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION - 501(C)(9): THE PURPOSE OF WHICH IS TO PROVIDE HEALTH, DENTAL, AND OTHER WELFARE BENEFITS FOR THOSE EMPLOYEES OF EDCO COLLABORATIVE AND THEIR ELIGIBLE DEPENDENTS COVERED BY EDCO COLLABORATIVE WELFARE BENEFIT TRUST PLAN. PURSUANT TO ARTICLE 5.2 OF THE TRUST AGREEMENT: THE TRUSTEE SHALL FURNISH TO THE PLAN ADMINISTRATOR A WRITTEN STATEMENT OF ACCOUNT WITHIN 60 DAYS AFTER THE END OF THE TRUST'S YEAR END SETTING FORTH ALL RECEIPTS AND DISBURSEMENTS FOR THE PLAN. THE PLAN ADMINISTRATOR SHALL ACKNOWLEDGE RECEIPT THEREOF IN WRITING AND ADVISE THE TRUSTEE OF HIS APPROVAL OR DISAPPROVAL THEREOF. FAILURE BY THE PLAN ADMINISTRATOR TO DISAPPROVE ANY SUCH STATEMENT OF ACCOUNT WITHIN 90 DAYS AFTER ITS RECEIPT THEREOF SHALL BE DEEMED APPROVAL THEREOF. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EDCO COLLABORATIVE WELFARE BENEFIT TRUST FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE FINAL COPY OF THE 990 IS TO BE PROVIDED TO THE TRUSTEE BEFORE IT IS FILED. THE TRUSTEE WILL REVIEW THE FORM 990 IN CONSULTATION WITH THE PLAN ADMINISTRATOR OR ANYONE DESIGNATED BY THE PLAN ADMINISTRATOR AND PROVIDES THE FINAL APPROVAL TO FILE FORM 990. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WE ARE A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION - 501(C)(9): MEMBERSHIP OF A SECTION 501(C)(9) ORGANIZATION MUST CONSIST OF INDIVIDUALS WHO ARE EMPLOYEES WHO HAVE AN EMPLOYMENT-RELATED COMMON BOND. THIS COMMON BOND MAY BE A COMMON EMPLOYER (OR AFFILIATED EMPLOYERS), COVERAGE UNDER ONE OR MORE COLLECTIVE BARGAINING AGREEMENTS, MEMBERSHIP IN A LABOR UNION, OR MEMBERSHIP IN ONE OR MORE LOCALS OF A NATIONAL OR INTERNATIONAL LABOR UNION. AS SUCH, THE GOVERNMENT DOCUMENTS, CONFLICTS OF INTEREST STATEMENT AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE FORM 990 (CURRENT AND PRIOR THREE YEARS) IS AVAILABLE ON GUIDESTAR AT WWW2.GUIDESTAR.ORG. | |
| FORM 990, PART VI, SECTION A, LINE 9: | BANK OF AMERICA IS THE SOLE TRUSTEE OF THE EDCO WELFARE BENEFIT TRUST. CONTACT INFORMATION FOR BANK OF AMERICA IS AS FOLLOWS: BANK OF AMERICA 100 FEDERAL STREET BOSTON, MA 02110 617-434-3412 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 11,954. |
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