Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | The Trust has contracted with a third-party administrator (Benefit Solutions, Inc.) to provide bookkeeping and administrative services. |
| Form 990, Part VI, Section A, line 7a | The initial trustee was appointed by the participating employers through the execution of the adoption agreement. In the event of the termination of appointment or resignation of a trustee, a successor trustee will be appointed by the terminating or resigning trustee. If the terminating or resigning trustee is unwilling or unable to appoint a successor trustee, one will be appointed by nomination and election of the participating employers. The trustee will notify member companies of the appointment of a successor trustee. |
| Form 990, Part VI, Section B, line 11 | The Form 990 was prepared under the guidance of the Trustee by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Trustee for his review and approval. Any additional questions, concerns or issues raised by the Trustee were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed, approved and filed by the Trustee. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, financial statements and Form 990 are available to the general public upon written request sent to Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. |
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