Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Form 990 is reviewed by the Plan Administrator and forwarded to the chairman and co-chairman for their review. Upon review and approval, Form 990 is filed. Copies of the filed 990 are provided to all Trustees of the Fund. |
| Form 990, Part VI, Section B, Line 12c | Trustees are required to disclose potential conflicts as they arise. |
| Form 990, Part VI, Section B, Line 15 | The Board of Trustees reviews the performance of the Administrator annually. At that time, compensation is determined by using comparative data from similar sized Taft-Hartley funds and various marketplace data. |
| Form 990, Part VI, Section C, Line 19 | The Fund makes it governing documents, conflict of interest policy and financial statements available to the participants upon written request. |
| Form 990, Part VII, Section A, Line 1a | All salaries and related fringe benefits are initially paid by Local Union 786 Building Material Pension Fund. Building Material Chauffeurs, Teamsters & Helpers Welfare Fund reimburses the Pension Fund for these expenses on a monthly basis. |
| Software ID: | 17005980 |
| Software Version: | v1.00 |