Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| Form 990, Part VI, Section A, line 8a | Bank of America is the Trustee and independent voting member. Hartford HealthCare Corporation (HHC) is the Plan Administrator. Day to day record keeping is performed by a third party administrator. Oversight is provided by employees of HHC. HHC employees receive no additional compensation for services rendered on behalf of the Trust. | |
| Form 990, Part VI, Section A, line 8b | Bank of America is the Trustee and independent voting member. Hartford HealthCare Corporation (HHC) is the Plan Administrator. Day to day record keeping is performed by a third party administrator. Oversight is provided by employees of HHC. HHC employees receive no additional compensation for services rendered on behalf of the Trust. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by the HHC's Tax Department. A copy of the Form is provided to the Trustee after it has been filed with the Internal Revenue Service. | |
| Form 990, Part VI, Section B, line 12c | The organization follows the policy of its parent company Hartford HealthCare Corporation. Annually, Hartford HealthCare Corporation's employees are required to complete a questionnaire. Once questionnaire is received, Internal Audit, Tax Department along with the Corporate Compliace department reviews the documents for potential conflicts. All potential conflicts are addressed by appropriate personnel and issues are dealt with as necessary. | |
| Form 990, Part VI, Section C, line 19 | Annually, Summary Annual Report (SAR) which includes Contact and Plan Information is distributed to participants. The Financial Statements are made available for public inspections upon request. | |
| Form 990, Part XII, Line 2c | The organization's financial statement was audited by an independent accounting firm. In addition, the organization has a committee that assumes responsibility for oversight of the audit of its financial statement. | |
| Amended Tax Return | Form 990, Section B | The following items have been amended to reflect the changes to the restated financial statement: Part I Lines 8, 12, 17, 18, 19, 20, 21 and 22. The changes made to Part I also affected the following sections. - Part III lINE 4a - Part IV Item 11d & f - Part VIII Statement of Revenue - Part IX Statement of Functional Expenses - Part X Balance Sheet - Part XI Reconciliation of Net Assets - sch D Part X Other Liabilities and Parts XI - XIII In addition, Part IV, Lines 12a, 35 and 35a were changed to yes and Part VI, Section B, Lines 10a & 10b were changed. |
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