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 Trust has contracted with third-party administrators (Vimly Benefit Solutions, Inc. and Associated Industries Management Services) to provide bookkeeping and administrative services. |
| Form 990, Part VI, Section A, line 7a | Trustees are appointed by the Trust Administrative Committee. The Trust Administrative Committee may terminate a trustee. In the event of the termination or resignation of a trustee, a successor trustee will be appointed by the Trust Administrative Committee. The Trust Administrative Committee will notify participating employers of the appointment of a successor trustee. The trustee will consent to and accept appointment in writing. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared under the guidance of the Trustee by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Trustee for his review and approval. Any additional questions, concerns or issues raised by the Trustee were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed and approved for filing by the Trustee. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, financial statements and Form 990 are available to the general public upon written request sent to Vimly Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. |
| Form 990 - pervasive | This return was filed without reporting revenue, expenses or an ending balance sheet to reflect those activities for the year. In addition, the Schedule R is incomplete. The Trust has engaged independent auditors to complete the audit for the year ended December 31, 2022. The audit is in progress and an amended Form 990 will be filed to reflect the audited financial statements and other information for the return. |
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