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 | THE FUND HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO AN INDEPENDENT THIRD PARTY ADMINISTRATOR. THE ADMINISTRATOR PROCESSESS THE DAILY TRANSACTIONS AND PERFORMS OTHER DUTIES AS NEEDED FOR THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY REQUIRES COMPLETION OF AN ANNUAL AFFIRMATION AND DISCLOSURE STATEMENT BY ALL EMPLOYEES, INCLUDING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2 C | THE FUND'S OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR PLAN YEAR. |
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