Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services | The Plan ceased paying HRA Claims effective November 30, 2019. |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The Trust was amended during the year 2019. Amendment Number 3 authorized the Trust for the following purpose:To pay or provide for the payment of health and welfare and related benefits to eligible Employees in accordance with the terms, provisions and conditions of the Welfare Plan to be formulated and agreed upon hereunder by the Trustees, and to pay or provide for other benefits that may be provided by a voluntary employees' beneficiary association consistent with its tax-exempt status under Internal Revenue Code section 501 (c)(9), including but not limited to education benefits or courses (such as apprenticeship training programs). |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Before Form 990 is filed, the Trustees are given copies of the Final Return to Review. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Trustees annually review and monitor compliance with policy. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Trustees approve compensation of administrator. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Made available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Net unrealized gains on securties = $91932 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Transfers to Southern Operators Health Fund = -$377753 |
| Software ID: | 19009920 |
| Software Version: | 2019v5.0 |