Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE SOLE PURPOSE OF MAINTAINING THIS TAX-EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES ON A NON-DISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES, AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | DAILY ADMINISTRATION OF THE PLAN HAS BEEN CONTRACTED TO DUNN & ASSOCIATES - THIRD PARTY ADMINISTRATOR |
| DOCUMENTATION BY GOVERNING BODY | FORM 990, PAGE 6, PART VI, LINE 8A | THE TWO TRUSTEES, EMPLOYEES OF THE SPONSORING ORGANIZATION, MEET INFORMALLY AS NEEDED DURING THE BUSINESS DAY TO REVIEW FINANCIAL MATTERS OF THE TRUST IN ADDITION TO DISCUSSION OF PARTICIPANT INPUT RECEIVED AND POSSIBLE PLAN CHANGES. |
| DOCUMENTATION BY COMMITTEE | FORM 990, PAGE 6, PART VI, LINE 8B | ANNUAL MEETING WITH THIRD PARTY ADMINISTRATOR. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | ALL TAX FORMS ARE REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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