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 governing body is comprised of eight (8) individuals, consisting of four (4) Independent Members, two (2) Staff Council-appointed Members, one (1) OPEIU-appointed member, and one (1) UAW-appointed member. The UAW Member shall be subject to removal, and replacement, at any time by action of the President of the UAW. |
| Form 990, Part VI, Section B, line 11 | THE CHAIR, LEGAL COUNSEL, AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING. |
| Form 990, Part VI, Section C, line 19 | THE TRUST IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| FORM 990, PART VI, SECTION B, LINES 12 - 14: | THE ORGANIZATION DID NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER POLICY OR A DOCUMENT RETENTION AND DESCRUCTION POLICY IN EFFECT AS OF 12/31/15. AS RESULT, THE QUESTIONS ON FORM 990, PART VI, LINES 12 - 14 ARE ANSWERED "NO". HOWEVER, AS OF THE DATE OF FILING OF THE 2015 FORM 990, THE ORGNIZATION DID HAVE THE AFOREMENTIONED POLICIES IN EFFECT. |
| FORM 990, PART VII, SECTION A: | AMOUNTS REPORTED IN COLUMN (E), "REPORTABLE COMPENSATION FROM RELATED ORGANIZATION AND COLUMN (F), "ESTIMATED AMOUNT OF OTHER COMPENSATION FROM RELATED ORGANIZATION" ARE FOR THE PERIOD FROM DECEMBER 17, 2015 (TRUST INCEPTION) TO DECEMBER 31, 2015. |
| Form 990, Part IX, line 11g | Fiduciary Fees 7,124. CONSULTANT FEES 44,657. |
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