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, Line 4: Description of Significant Changes to Organizational Documents | Effective February 5, 2013, the Plan was amended to reduce the number of trustees from eight to six, which three members shall be appointed by the Business Manager and three trustees shall be appointed by the Association. The Plan was also amended to read that in order to amend the Trust there must be a written unanimous vote of the trustees that will allow the amendment to be effective at any time and subject to ratification by the Association and the Union. A clause was also added to state that no amendment shall be adopted which alters the basic purpose of the Agreement and Declaration of Trust; conflict with any applicable laws or government regulations; causes the use or diversion of any part of fund for purposes other than those authorized; increase the burdens or obligations of any employer; conflicts in any way with any term or provision of any collective bargaining agreement; or affects the tax exempt status of the Plan. The Plan amendment also expanded on the powers and duties of the trustees: contributions and collections; controversies and disputes; amendments to the trust; term of the fund; merger of the fund and miscellaneous provisions. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | AUDITORS REVIEW THE FORM 990 WITH THE BUSINESS MANAGER PRIOR TO FILING. THE BOARD OF TRUSTEES REVIEW THE FORM 990. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are available to the public upon request |
| Form 990, Part XII, Line 2: Change of Oversight or Selection Process | AUDITORS REVIEW THE FORM 990 WITH THE BUSINESS MANAGER PRIOR TO FILING. THE BOARD OF TRUSTEES REVIEWS THE FORM 990. |
| Software ID: | 13000170 |
| Software Version: | 2013v3.1 |