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 A, LINES 1A & 1B & PART VII | TOTAL NUMBER OF OFFICERS, DIRECTORS, AND TRUSTEES PERMITTED TO VOTE VANGUARD FIDUCIARY TRUST CO. SERVES AS THE SOLE DIRECTED TRUSTEE OF THE UNITED SPACE ALLIANCE IAM RETIREE MEDICAL VEBA TRUST (THE "TRUST"). THE PLAN SPONSOR IS UNITED SPACE ALLIANCE, LLC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION. --------------- |
| FORM 990, PART VI, SECTION A, LINE 8 & SECTION B, LINES 12-15 | GOVERNANCE AND POLICIES THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY THE TRUST DOES NOT HAVE ANY EMPLOYEES. AS A RESULT, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE. --------------- FORM 990, PART VI, SECTION A, LINE 9 MAILING ADDRESS FOR TRUSTEE THE INSTITUTIONAL TRUSTEE CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS. THEIR MAILING ADDRESS IS: VANGUARD FIDUCIARY TRUST COMPANY, 100 VANGUARD BLVD, PN 20, WAYNE, PA 19482-1110 --------------- |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS. --------------- |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, ETC.- AVAILABILITY TO THE PUBLIC AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC. --------------- |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) | AVERAGE HOURS PER WEEK DEVOTED TO POSITION AS THE TRUSTEE, VANGUARD PROVIDES ADMINISTRATIVE SERVICES, SUCH AS ACTING AS THE INVESTMENT MANAGER FOR UNITED SPACE ALLIANCE IAM RETIREE MEDICAL VEBA TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEE INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND, THUS, CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH VANGUARD'S AGREEMENT WITH UNITED SPACE ALLIANCE, LLC. --------------- |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (D) | COMPENSATION INFORMATION COMPENSATION REPORTED DOES NOT INCLUDE COMPENSATION REQUIRED TO BE INCLUDED ON A W-2 OR 1099-MISC BASED ON THE NATURE OF THE RELATIONSHIP OF THE TRUST AND THE TRUSTEE. --------------- |
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