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 8A | THE PLAN HAS A HEALTHCARE COMMITTEE COMPRISED OF TWO TRUSTEES FROM EACH OF THE TEAMSTERS 731 HEALTH AND WELFARE FUNDS WHICH HAS AUTHORITY TO 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 FUND ADMINISTRATOR PRIOR TO FILING AFTER THE BOARDS REVIEW, THE FORM IS APPROVED AND FILED |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE INCLUDED IN AN ANNUAL COST ALLOCATION STUDY ALONG WITH OTHER TEAMSTERS LOCAL 731 BENEFIT FUNDS. THE STUDY IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. |
| 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: | JUNE 30, 2013 LIABILITY FOR CURRENT AND UNREPORTED CLAIMS PAYABLE -1,237,000. |
| PART XII LINE 1 | IN PREVIOUS YEARS, THE ORGANIZATION DID NOT RECORD CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED CLAIMS. STARTING IN THE CURRENT YEAR, THESE ITEMS ARE NOW BEING RECORDED. |
| FORM 990, PART XII, LINE 2C | NO CHANGES WERE MADE FROM PRIOR YEAR. |
| Software ID: | |
| Software Version: |