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, PAGE 6, PART VI, LINE 7B | THE BOARD OF DIRECTORS OF THE PLAN SPONSOR APPOINTS TRUSTEES TO GOVERN THE ORGANIZATION. ACCORDINGLY, THE ACTIONS OF THE TRUSTEES ARE SUBJECT TO PLAN SPONSOR BOARD MONITORING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT OF 990 RETURN PROVIDED TO SCOTT YOSS, TRUSTEE OF PLAN, FOR REVIEW. QUESTIONS ARE DISCUSSED AND CHANGES MADE AS NEEDED PRIOR TO FINALIZING RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF TRUSTEES WILL DISCUSS POTENTIAL CONFLICTS OF INTEREST ISSUES DURING PLAN REVIEW AND AT END OF YEAR AS PART OF PLANNING FOR SUBSEQUENT YEAR OPERATIONS. MONTHLY MONITORING OCCURS AS ACTIVITY IS REVIEWED BY THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE PLAN MAKES GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. ALL EMPLOYEES ARE REMINDED OF THIS POLICY ANNUALLY. UPON WRITTEN REQUEST GIVEN TO THE HUMAN RESOURCE DEPARTMENT, THE REQUEST IS FORWARDED TO THE DESIGNATED TRUSTEE OF THE PLAN WHO MAKES SURE DOCUMENTS ARE FORWARDED. |
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