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 B, Line 11 | The SRC Postretirement Medical Benefit Trust is a VEBA Trust which is managed by Institutional Trustees. The Trust Officer reviews and signs the Form 990. |
| Form 990, Part VI, Section B, Line 12 | The SRC Postretirement Medical Benefit Trust is a VEBA Trust which is managed by Institutional Trustees. The Institutional Trustees have a written conflict of interest policy which requires their officers, directors, and key employees to annually disclose potential conflicts of themselves and their family members on a questionnaire. These questionnaires are reviewed for potential conflicts that require disclosure. |
| Form 990, Part VI, Section C, Line 19 | The SRC Postretirement Medical Benefit Trust makes its Form 1023 and Form 990 available for public inspection upon request. The SRC Postretirement Medical Benefit Trusts governing documents, conflict of interest policy and audited financial statements are not routinely made available to the general public. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances Decrease in postretirement benefits 55,230 and an increase in claims incurred but not reported 328,000. Total decrease in net assets of 272,770. |
| Software ID: | 15000290 |
| Software Version: | 15.3.0.0 |