Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: | TRUSTEES ROXANA RIVERA AND EMANUEL PASTREICH SERVE AS VICE PRESIDENT AND AT-LARGE BOARD MEMBER OF SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. |
| PART VI, SECTION A, LINE 7A - APPOINTMENT OF GOVERNING BODY: | THE BOARD OF TRUSTEES SHALL CONSIST OF FOUR PERSONS; TWO MANAGEMENT TRUSTEES OF WHOM SHALL BE NAMED BY THE MAINTENANCE CONTRACTORS OF NEW ENGLAND AND TWO UNION TRUSTEES OF WHOM SHALL BE NAMED BY SEIU LOCAL 32BJ. |
| PART VI, SECTION A, LINE 8B - OTHER COMMITTEES WITH AUTHORITY: | THERE ARE NO OTHER COMMITTEES. |
| PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED ACCOUNTING FIRM ("CPA FIRM"), ENGAGED BY THE BOARD OF TRUSTEES, THAT FORWARDS A DRAFT COPY OF THE FORM 990 TO THE FUND'S ADMINISTRATOR FOR REVIEW AND COMMENT. THE FUND ADMINISTRATOR THEN DISCUSSES THEIR COMMENTS WITH THE CPA FIRM AND A FINAL DRAFT FORM 990 IS PROVIDED FOR DISTRIBUTION TO ALL TRUSTEES, CURRENTLY SERVING, PRIOR TO FILING OF THE FORM 990. |
| PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: | TRUSTEES ARE REQUIRED TO DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS: | THE FUND MAKES CERTAIN DOCUMENTS AVAILABLE TO PARTICIPANTS AND CONTRIBUTING EMPLOYERS UPON WRITTEN REQUEST AND MAY CHARGE A FEE FOR COPYING. |
| PART X, LINE 2C - RESPONSIBILITIES FOR OVERSIGHT OF AUDIT: | THE TRUSTEES ARE RESPONSIBILE FOR THE AUDIT, THE PROCESS OF OVERSEEING THE AUDIT, AND THE SELECTION OF THE AUDITOR HAS NOT CHANGED. |
| PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: | TRUST FUND IN ACCORDANCE WITH AGREEMENT WITH THE 1199 SEIU NATIONAL BENEFIT FUND TRANSFERRED NET ASSETS OF $1,870,000 FOR BENEFITS TO BE PROVIDED TO CERTAIN PLAN PARTICIPANTS BY THE TRANSFEREE ENTITY. |
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