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 7A | IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT SEIU LOCAL 1 HAS THE POWER TO APPOINT A SUCCESSOR UNION TRUSTEE FOR THE FUND. IF AN EMPLOYER TRUSTEE VACANCY ARISES, THE ASSOCIATION (BOMA) THAT APPOINTED THE PREDECESSOR TRUSTEE HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FUND MANAGER IS RESPONSIBLE FOR THE REVIEW AND FILING OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND IS SUBJECT TO THE REQUIREMENT OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTIONS PROVISIONS THIS CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF FUND PROFESSIONALS. |
| FORM 990, PART VI, SECTION B, LINE 15A | SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. THE FUND MANAGER'S SALARY AND BENEFITS ARE SHARED WITH SEIU LOCAL 1 & PARTICIPATING EMLOYERS PENSION TRUST. THE FUND MANAGER'S TOTAL COMPENSATION, LISTED ON PAGE 7 AND ON SCHEDULE J, IS ALLOCATED BETWEEN THE HEALTH FUND AND THE SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES IT GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THAT THE FUND MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS IS PERFORMED BY THE FUND MANAGER. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. |
| Software ID: | |
| Software Version: |