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 | Several third party administrators have been retained by the Board of Trustees to handle the administrative duties of the fund. Those duties include paying Health, Dental, and Prescription Health insurance benefits, processing investment transactions and reports, and valuing investment assets. |
| Form 990, Part VI, Section A, line 6 | The eligible members of this organization are those eligible members who are covered by the collective bargaining agreement in force between the representated carpenter unions in Louisiana and the participant employers who employ those members. The organization is operated by a Board of Trustees who are members of the organization authorized to operate this multi-employer plan. |
| Form 990, Part VI, Section A, line 7a | The governing body is a Board of Trustees who operate this multiemployer Plan pursuant to the structures of ERISA and the Taft Hartley Act. The Trust Agreement by virtue of which the organization was created and operates provides for appointment of Employer Trustee by current Employer Trustee, and Union Trustees by various Carpenter Union Organizations. |
| Form 990, Part VI, Section B, line 11 | A certified public accounting firm is retained to prepare the annual IRS Form 990. The CPA firm provides a copy of the completed form to the chairman and secretary of the Board of Trustees for their review and approval. A copy of the tax return was provided to the Fund Administrator and to Fund legal counsel for their review. |
| Form 990, Part VI, Section B, line 12c | Board of Trustees meets quarterly to address policy issues, plan of benefit changes, investment policy review and policy decisions, appeal of benefits, review of employer contribution reports and delinquencies, legal counsel report and fund administrator report. |
| Form 990, Part VI, Section B, line 15b | All employee salaries are deliberated upon by the trustees of the fund. |
| Form 990, Part VI, Section C, line 19 | Documents are available upon request. |
| Software ID: | |
| Software Version: |