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 PLAN ADMINISTRATOR HAS CONTRACTED HEALTHSCOPE BENEFITS TO ACT AS A THIRD PARTY ADMINISTRATOR. THEY PERFORM ALL DAY-TO-DAY MANAGERIAL AND ADMINISTRATIVE DUTIES. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE NUMBER OF TRUSTEES REQUIRED FOR THE BOARD WAS DECREASED FROM 12 TO 10 EFFECTIVE APRIL 29, 2014. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS SIGNED BY A MEMBER OF THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| PART VI, LINE 12B | THE POLICY DOES NOT REQUIRE TRUSTEES TO MAKE AN ANNUAL DISCLOSURE. |
| Software ID: | |
| Software Version: |