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, LINE 7A | THE GOVERNING BODY IS COMPRISED OF EIGHT (8) INDIVIDUALS, CONSISTING OF FOUR (4) INDEPENDENT MEMBERS, TWO (2) STAFF COUNCIL-APPOINTED MEMBERS, ONE (1) OPEIU-APPOINTED MEMBER, AND ONE (1) UAW-APPOINTED MEMBER. THE UAW MEMBER SHALL BE SUBJECT TO REMOVAL, AND REPLACEMENT, AT ANY TIME BY ACTION OF THE PRESIDENT OF THE UAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE LEGAL COUNSEL, AUDIT SUBCOMMITTEE AND ADMINISTRATOR REVIEW THE 990 PRIOR TO FILING. THE ENTIRE BOARD RECEIVES A COPY OF THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUST WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT-APPROVED TRUST AGREEMENT INCLUDES A CODE OF ETHICS BY WHICH EACH COMMITTEE MEMBER AGREES TO ABIDE. IT IS REGULARLY REVIEWED WITH THE COMMITTEE. IN ADDITION, EACH COMMITTEE MEMBER MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. IF SUCH A CONFLICT IS PRESENT THE INVOLVED MEMBER(S) DO NOT PARTICIPATE IN THE DISCUSSION OR VOTING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TRUST IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT IN THE CURRENT YEAR. |
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