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 3 | THE PLAN HAS CONTRACTED WITH NORTHWEST ADMINISTRATORS TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHAIRMAN OF THE BOARD WILL REVIEW THE FORM 990 BEFORE THE FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT-OF-INTEREST POLICY COVERS ANY TRUSTEE, DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ON AN ANNUAL BASIS, EACH TRUSTEE AND DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL SIGN A STATEMENT THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, HAVE READ THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND UNDERSTAND THE ORGANIZATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ITS TAX-EXEMPT PURPOSES. ANY PERSON WITH AN ACTUAL OR POSSIBLE CONFLICT MUST DISCLOSE ALL MATERIAL FACTS TO THE GOVERNING BOARD. AFTER THE DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON MUST LEAVE THE GOVERNING BOARD MEETING WHILE THE POTENTIAL CONFLICT IS DISCUSSED AND VOTED UPON. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. |
| FORM 990, PART VI, SECTION C, LINE 19 | PLAN DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. |
| FORM 990, PART XII, LINE 1: | THE MODIFIED CASH BASIS OF ACCOUNTING IS USED. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED. |
| Software ID: | |
| Software Version: |