Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE PLAN HAS OUTSOURCED ITS DAY TO DAY OPERATION OF THE PLAN TO CARDAY ASSOCIATES, INC. FOR A MONTHLY FEE. CARDAY ASSOCIATES COLLECTS CONTRIBUTIONS, PAYS EXPENSES, PROVIDES RECORD KEEPING AND ACCOUNTING FOR THE PLAN. THE BOARD OF TRUSTEES IS STILL RESPONSIBLE FOR OVERSEEING THE PLAN AND MAKING CHANGES TO THE TRUST AGREEMENT AND SUMMARY PLAN DESCRIPTION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE UNION HAS THE ABILITY TO APPOINT THREE OF THE SIX TRUSTEES. THE EMPLOYERS HAVE THE ABILITY TO APPOINT THE OTHER THREE OF THE SIX TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE MANAGEMENT OF THE PLAN, THE PLAN ADMINISTRATOR, PRIOR TO THE FILING OF THE FORM WITH THE IRS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST TO PARTICIPANTS ONLY. | |
| FORM 990, PART VII, SECTION A, 1A: | DURING THIS YEAR NO COMPENSATION WAS PAID TO A TRUSTEE. THERE ARE NO INDIVIDUALS IN ANOTHER CATEGORY DESCRIBED IN THIS QUESTION. NO COMPENSATION IS PROVIDED TO TRUSTEES OTHER THAN A REIMBURSEMENT OF LOSS OF WAGES, IF ANY, THAT MAY BE PAID TO TRUSTEES AS CONSIDERED APPROPRIATE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 651427. |
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