Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE DAY TO DAY MANAGEMENT AND OPERATION OF THE PLAN ARE HANDLED BY A THIRD PARTY ADMINISTRATOR, WELFARE AND PENSION ADMINISTRATION SERVICES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES ARE ELECTED FROM THE MEMBERSHIP OF ASEA/AFSCME LOCAL 52. TRUSTEE POSITIONS SHALL BE GEOGRAPHICALLY DETERMINED, AND SUBJECT TO ELECTION BY SUCH GEOGRAPHICAL MEMBERSHIP ON A ROTATING FIVE YEAR SCHEDULE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE BOARD BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES FILE ANNUAL DISCLOSURE STATEMENTS | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN ADMINISTRATOR PROVIDES FOR PARTICIPANT INSPECTION OF DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. THE SUMMARY ANNUAL REPORT IS POSTED ON WWW.ASEALEGALSERVICES.ORG | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 640,463. |
| FORM 990, PART XI, 2C | THE BOARD OF TRUSTEE'S OVERSIGHT PROCESS AND AUDITOR SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS |
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