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 2 | UNION TRUSTEES FREDRICK POTTER, JR., MICHAEL TKATCH, AND MICHAEL BRODERICK ARE OFFICERS OF TEAMSTERS LOCAL UNION NO. 469. EACH OF THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH TEAMSTERS LOCAL UNION NO. 469 IN WHICH UNION TRUSTEES POTTER, TKATCH, AND BRODERICK ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 7A | UNION TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF TEAMSTERS LOCAL UNION NO. 469. EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYERS HAVING COLLECTIVE BARGAINING AGREEMENTS WITH TEAMSTERS LOCAL UNION NO. 469. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY EACH OF THE TRUSTEES OF THE PLAN. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF THE FUND AND CONSISTS OF ALL OF THE VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THIS ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. SECTIONS 404 AND 406 OF THAT ACT PROVIDE THE LEGAL STANDARD AND PROCEDURES WITH REGARD TO CONFLICTS OF INTEREST FOR THE BOARD OF TRUSTEES. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND TO REPORT THEM WHEN THEY OCCUR. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE FUND'S OFFICE. |
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