Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| Part VI, Section A, Question 8a and 8b | Deemed not necessary as no actions were undertaken or no meetings were held. | |
| PART VI, SECTION B, QUESTION 11 | return is reviewed by Staff Accountants, Finance Department Management Staff, general manager and plan administrator of the Association prior to filing with the IRS. | |
| PART VI, SECTION B, QUESTIONS 15A & 15B | the organization only compensates the institutional trustee. all other compensation is paid by the related organization. Their process includes evaluation of individual education and professional experience, review and updating of the position, performance appraisal, assessment of internal equity, and external/market benchmarking. Salary is prescribed by job grade minimums/maximums. The Salary Review Committee is responsible for review and approval of compensation. | |
| PART VI, SECTION C, QUESTIONS 19 | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC to the extent required by law. | |
| Part XI, Line 5 | Other Changes in net assets | Unrealized losses: -2,565,002 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KELLY COLLIE TITLE:PLAN ADMINISTRATOR HOURS:40 |
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