TIN:
SCHEDULE O
(Form 990)
Department of the Treasury
Internal Revenue Service
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Inspection
Name of the organization
City of Burbank Welfare Benefit Plan Tr
Employer identification number
95-4704003
95-4704003
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The corporate trustee executes certain directives of the administrator, which is the City of Burbank, California (the City). The City may replace the corporate trustee at any time. |
| Form 990, Part VI, Section A, line 7b | The Trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The corporate trustee executes certain directives of the administrator, which is the City of Burbank, California (the City). The City retains responsibility for the oversight and administration of the Plan and Trust. |
| Form 990, Part VI, Section A, line 8a | The Trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The corporate trustee executes certain directives of the administrator, which is the City of Burbank, California. No trustee meetings are held; however, all directives and communications between the trustee and administrator are documented and retained. In addition, any changes in the administration of the Plan, changes in the policies or procedures of the Plan, and all amendments to the Plan, are communicated in writing to all participants. |
| Form 990, Part VI, Section A, line 8b | The Trust does not have any committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared under the guidance of the Plan Administrator (City of Burbank, California) 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 authorized representatives of the City of Burbank, California for their review and approval. Any additional questions, concerns or issues raised by the City of Burbank, California were addressed, and any necessary revisions were made to the Form 990. The final version of the Form 990 was provided to the corporate trustee for final review and approval to file. Form 990, Part VI, Section B, line 12a: The conflict-of-interest policy of the City of Burbank, California is available to the public upon written request by contacting the City of Burbank, California at 301 E Olive Avenue, Suite 100; Burbank, CA 91502. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, whistleblower policy, document retention and destruction policy, and financial statements are available to the public upon written request by contacting the Trust at: PO Box 5433; Spokane, WA 99205. The Trust itself does not have a conflict-of-interest policy. However, the City of Burbank, California, the administrator, has a conflict-of-interest policy, which is available to the public upon written request by contacting the City of Burbank at: 301 E Olive Avenue, Suite 100; Burbank, CA 91502. |
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021
Additional Data
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