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 2 | BERNARD AND PATRICK WHALEN ARE BROTHERS. BOTH BERNARD AND PATRICK ARE PLAN ADMINISTRATORS. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE EMPLOYER TRANSFERS MONIES INTO THE EMPLOYEE BENEFITS TRUST. UPON RECEIPT OF CLAIMS, THE THIRD PARTY ADMINISTRATOR VERIFIES THE ELIGIBILITY AND PROCESSES THE CLAIMS. |
| FORM 990, PART VI, SECTION A, LINE 8A | THERE WAS NO DOCUMENTATION KEPT BECAUSE THERE WERE NO MEETINGS OF THE GOVERNING BODY HELD FOR THE PLAN DURING THE CURRENT TAX YEAR. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | SIGNING OFFICER REVIEWS THE TAX RETURN BEFORE SIGNING AND FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN PROVIDES COPIES OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII | MID AMERICA NAT BANK - 130 N SIDE SQUARE, MACOMB, IL 61455. |
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