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 1 | THE ORGANIZATION IS A TRUST FORMED BY GEORGIA POWER COMPANY TO RECEIVE, HOLD AND INVEST FUNDS FOR THE PURPOSE OF PAYING MEDICAL INSURANCE BENEFITS TO GEORGIA POWER COMPANY'S RETIRED EMPLOYEES. BANK OF NEW YORK MELLON IS THE INSTITUTIONAL TRUSTEE OF THE TRUST. THE COMPANY CONTROLS THE OPERATION OF THE TRUST THROUGH ITS DULY AUTHORIZED OFFICER UNDER THE PROVISIONS OF THE TRUST AGREEMENT. AS OF DECEMBER 31, 2020, THE DULY AUTHORIZED OFFICER OF THE TRUST WAS DAVID POROCH, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER OF GEORGIA POWER COMPANY. MR. POROCH'S SERVICES AS DULY AUTHORIZED OFFICER WERE PROVIDED FREE OF CHARGE BY GEORGIA POWER COMPANY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE VP TAX OF SOUTHERN COMPANY SERVICES, INC. WHO IS DELEGATED RESPONSIBILITY FOR TAX RETURNS BY THE DULY AUTHORIZED OFFICER OF THE TRUST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION IS SOLELY A FUNDING VEHICLE FOR POST RETIREMENT WELFARE BENEFITS. IT HAS NO OFFICERS, DIRECTORS, OR EMPLOYEES. NO PERSON RECEIVED COMPENSATION FOR THE OPERATION OF THE TRUST EXCEPT THE INSTITUTIONAL TRUSTEE OF THE TRUST'S ASSETS AND OTHER INDEPENDENT CONTRACTORS WHO PERFORM SERVICES FOR THE TRUST, SUCH AS ACCOUNTING, ACTUARIAL, AND INVESTMENT ADVISORY SERVICES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION AT REASONABLE BUSINESS HOURS UPON PRIOR WRITTEN REQUEST TO THE EXTENT REQUIRED BY APPLICABLE LAW. THERE IS NO WRITTEN CONFLICT OF INTEREST POLICY. |
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