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 | ALTHOUGH THE BOARD OF TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY DO NOT PERSONALLY ATTEND TO THE DAY-TO-DAY OPERATIONS OF THE PLAN. THEY HAVE DELEGATED THESE DUTIES TO AN ENTITY CONSIDERED TO BE THE ADMINISTRATOR. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND DOES NOT HAVE ANY SEGREGATED COMMITTEES WHICH ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS REVIEW AND APPROVAL, THE FORM IS SIGNED AND FILED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART VII, SECTION A / FORM 990, PART IX, LINE 7,8,9,10. | THE FUND SHARES EMPLOYEES OF THE LOCAL 4 SEIU HEALTH & WELFARE FUND, AN UNRELATED ENTITY, FOR ADMINISTRATION OF ITS HEALTH PLAN, PURSUANT TO A SHARED ADMINISTRATION AGREEMENT. THE LOCAL 4 SEIU HEALTH & WELFARE FUND COMPENSATES THESE EMPLOYEES. THIS FUND DOES NOT COMPENSATE ANY EMPLOYEES. INSTEAD, THIS FUND REIMBURSES THE LOCAL 4 SEIU HEALTH & WELFARE FUND FOR SHARED ADMINISTRATIVE EXPENSES, WHICH ARE ESTIMATED USING A COST ALLOCATION STUDY APPROVED BY THE TRUSTEES. ANY REIMBURSEMENT FOR COMPENSATION-RELATED EXPENSES ARE REPORTED IN PART IX, LINES 7-10. |
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