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 B, LINE 11 | THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO THE DISSOLUTION AND MERGER OF THE FUND, THE BOARD OF TRUSTEES MET REGULARLY AND ENFORCED COMPLIANCE WITH THIS POLICY, TAKING ALL STEPS THAT THEY DEEMED NECESSARY TO ENSURE CONTINUTED MONITORING AND ENFORCEMENT OF COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD OF TRUSTEES ANNUALLY REVIEWED COMPENSATION FOR ALL EMPLOYEES AND DETERMINED APPROPRIATE COMPENSATION LEVELS. |
| 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 XI, LINE 9: | TRANSFER OF NET ASSETS DUE TO MERGER -9,683,556. |
| FORM 990, SCHEDULE N, PART I, COLUMNS (E) AND (F) | IN ACCORDANCE WITH MERGER AGREEMENTS, THE PLAN'S ASSETS AND LIABILITIES WERE TRANSFERRED INTO TWO SEPARATE WELFARE FUNDS AT YEAR END, THE CEMENT MASONS' INSTITUTE LOCAL 502 WELFARE TRUST FUND (ACTIVE PLAN) AND THE CEMENT MASONS' INSTITUTE LOCAL 502 RETIREE WELFARE FUND (RETIREE PLAN). THE NET ASSETS OF THE PLAN WERE ALLOCATED BETWEEN THE ACTIVE AND RETIREE PLANS BASED ON THE DEMOGRAPHICS OF THIS PLAN'S PARTICIPANTS. ALL OF THIS REPORTING ENTITY'S ASSETS AND LIABILITIES WERE INITIALLY TRANSFERRED TO THE ACTIVE PLAN, WHICH SUBSEQUENTLY TRANSFERRED A PORTION TO THE RETIREE PLAN. |
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