Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, ITEM B | THE FORM 990 WAS AMENDED TO REFLECT THE FOLLOWING: PART I, LINE 9 AS ORIGINALLY FILED: 36,402,923 PART I, LINE 9 AS AMENDED: 36,609,205 PART I, LINE 12 AS ORIGINALLY FILED: 37,348,320 PART I, LINE 12 AS AMENDED: 37,554,602 PART I, LINE 18 AS ORIGINALLY FILED: 34,040,265 PART I, LINE 18 AS AMENDED: 34,031,845 PART I, LINE 19 AS ORIGINALLY FILED: 3,308,055 PART I, LINE AS AMENDED: 3,522,757 PART I, LINE 20 AS ORIGINALLY FILED: 40,313,865 PART I, LINE 20 AS AMENDED: 40,528,567 PART I, LINE 22 AS ORIGINALLY FILED: 34,093,308 PART I, LINE 22 AS AMENDED: 34,308,010 PART VIII, LINE 2A AS ORIGINALLY FILED: 31,333,151 PART VIII, LINE 2A AS AMENDED: 31,547,854 PART IX, LINE 4 AS ORIGINALLY FILED: 30,422,425 PART IX, LINE 4 AS AMENDED: 30,414,004 PART IX, LINE 24E AS ORIGINALLY FILED: 8,413 PART IX, LINE 24E AS AMENDED: 8,414 PART IX, LINE 25 AS ORIGINALLY FILED: 34,040,265 PART IX, LINE 25 AS AMENDED: 34,031,845 PART X, LINE 1B AS ORIGINALLY FILED: 5,999,978 PART X, LINE 1B AS AMENDED: 5,999,977 PART X, LINE 4B AS ORIGINALLY FILED: 3,653,828 PART X, LINE 4B AS AMENDED: 3,868,531 PART X, LINE 16B AS ORIGINALLY FILED: 40,313,865 PART X, LINE 16B AS AMENDED: 40,528,567 PART X, LINE 31B AND LINE 32B AS ORIGINALLY FILED: 34,093,308 PART X, LINE 31B AND LINE 32B AS AMENDED: 34,308,010 PART X, LINE 33B AS ORIGINALLY FILED: 40,313,865 PART X, LINE 33B AS AMENDED: 40,528,567 PART XI, LINE 1 AS ORIGINALLY FILED: 37,348,320 PART XI, LINE 1 AS AMENDED: 37,554,602 PART XI, LINE 2 AS ORIGINALLY FILED: 34,040,265 PART XI, LINE 2 AS AMENDED: 34,031,845 PART XI, LINE 3 AS ORIGINALLY FILED: 3,308,055 PART XI, LINE 3 AS AMENDED: 3,522,757 PART XI, LINE 10 AS ORIGINALLY FILED: 34,093,308 PART XI, LINE 10 AS AMENDED: 34,308,010 SCHEDULE D, PART XI, LINE 1 AS ORIGINALLY FILED: 37,354,326 SCHEDULE D, PART XI, LINE 1 AS AMENDED: 37,560,608 SCHEDULE D, PART XI, LINE 3 AS ORIGINALLY FILED: 37,251,089 SCHEDULE D, PART XI, LINE 3 AS AMENDED: 37,457,371 SCHEDULE D, PART XI, LINE 5 AS ORIGINALLY FILED: 37,348,320 SCHEDULE D, PART XI, LINE 5 AS AMENDED: 37,554,602 SCHEDULE D, PART XII, LINES 1 AND 3 AS ORIGINALLY FILED: 36,882,646 SCHEDULE D, PART XII, LINES 1 AND 3 AS AMENDED: 36,874,223 SCHEDULE D, PART XII LINE 4B AS ORIGINALLY FILED: -2,939,612 SCHEDULE D, PART XII LINE 4B AS AMENDED: -2,939,609 SCHEDULE D, PART XII, LINE 5 AS ORIGINALLY FILED: 34,040,265 SCHEDULE D, PART XII, LINE 5 AS AMENDED: 34,031,845 SCHEDULE D, PART XIII: CHANGE IN CLAIMS PAYABLE AS ORIGINALLY FILED: -355,381 CHANGE IN CLAIMS PAYABLE AS AMENDED: -355,379 CHANGE IN PREMIUMS PAYABLE AS ORIGINALLY FILED: 135,769 CHANGE IN PREMIUMS PAYABLE AS AMENDED: 135,770 TOTAL AS ORIGINALLY FILED: -219,612 TOTAL AS AMENDED: -219,609 |
| FORM 990, PART VI, SECTION A, LINE 8B | THE GOVERNING BODY HAS NOT DELEGATED BROAD AUTHORITY TO ANY COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND DISCUSSION PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUST ATTORNEY OBTAINS WRITTEN RESPONSES FROM TRUSTEES TO DETERMINE ANY ISSUES WITH RESPECT TO CONFLICT OF INTEREST. ANY PERSON THAT IS DETERMINED TO HAVE A CONFLICT OF INTEREST IS EXCLUDED IN THE VOTING PROCESS REGARDING DECISIONS INVOLVING THE TRANSACTION OR RELATED PARTY TRIGGERING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 6: | TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. |
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