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 7A | THE FUND IS GOVERNED BY A JOINT BOARD OF TRUSTEES CONSISTING OF EIGHT MEMBERS. FOUR TRUSTEES ARE APPOINTED BY SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 2000 REPRESENTING THE PARTICIPANTS AND FOUR TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE TRUSTEES FOR REVIEW. IF ANY OF THE TRUSTEES HAVE COMMENTS OR QUESTIONS, THEY ARE PRESENTED DIRECTLY TO THE CHAIRMAN. WHEN THE DRAFT FORM 990 IS APPROVED A FORM 8879 IS SIGNED BY A MEMBER OF THE BOARD AND PROVIDED TO THE INDEPENDENT ACCOUNTANT AUTHORIZING ELECTRONIC FILING OF THE APPROVED FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT BY DECEMBER 31ST OF EACH YEAR. ANY INTERESTED PERSON WITH OBJECTIVE EVIDENCE THAT A TRUSTEE MAY HAVE VIOLATED ANY OF THE PROVISIONS OF THE POLICY MAY REPORT SUCH POSSIBLE VIOLATION TO THE BOARD OF TRUSTEES IN WRITING. THE BOARD OF TRUSTEES WILL INVESTIGATE AND DETERMINE THE MOST APPROPRIATE COURSE OF ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPROVES AND REVIEWS THE ADMINISTRATIVE MANAGERS SALARY. THE BOARD ALSO COMPARES THE SALARIES OF EMPLOYEES TO STATISTICAL DATA TO VERIFY THAT THEY ARE PAYING REASONABLE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | BANK CHARGES 10,582. TELEPHONE 6,938. TAXES AND LICENSES 4,266. MISCELLANEOUS EXPENSE 1,488. DUES AND SUBSCRIPTIONS 900. AUTOMOBILE EXPENSE 664. |
| FORM 990, PART XI, LINE 2C: | THE BOARD OF TRUSTEES ASSUME THE RESPONSIBILITY FOR THE SELECTION, OVERSIGHT AND CONTINUANCE OF THE OUTSIDE ACCOUNTANTS. THERE IS NO CHANGE IN THIS PROCEDURE FROM PRIOR YEARS. |
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