Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PROCESS TO REVIEW THE FORM 990 | A COPY OF FORM 990 IS PROVIDED TO ALL TRUSTEES AS WELL AS THE ORGANIZATION'S LEGAL COUNSEL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. ANY CHANGES WERE MADE APPROPRIATELY PRIOR TO FILING THE RETURN. |
| INDEPENDENT CONTRACTOR COMPENSATION | PART VII, SECTION B, QUESTION 1 NO INDEPENDENT CONTRACTORS WERE PAID OVER $100,000 IN COMPENSATION FOR SERVICES. HOWEVER, THE PLAN DID PAY UMR, INC. LESS THAN $100,000 FOR THIRD-PARTY ADMINISTRATIVE SERVICES. THE PLAN ALSO REMITTED FUNDS IN EXCESS OF $100,000 TO UMR, INC. AND OPTUM FOR THE PURPOSE OF PAYING BENEFIT CLAIMS. THEREFORE, ALTHOUGH THESE LATTER AMOUNTS EXCEEDED THE $100,000 THRESHOLD, SINCE THEY WERE NOT FOR A PAYMENT OF SERVICES, THEY ARE NOT REQUIRED TO BE DISCLOSED AS PAYMENTS TO AN INDEPENDENT CONTRACTOR. |
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