Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART 1, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | To provide employees of Katten Muchin Rosenman LLP with sickness, accident, and other similar benefits permissible under Internal Revenue Code section 501(c)(9). |
| Form 990, Part VI, Section B, line 11b | The Form 990 is presented to the governing body for their review and comments prior to filing the return. |
| Form 990, Part VI, Section B, line 12c | An interested party is under a continuing obligation to disclose any potential conflict of interest to the Trustees as soon as it is known or reasonably should be known. Periodic reviews are conducted to ensure the Trust operates in a manner consistant with its state purpose and does not engage in activities that could jeopardize its tax-exempt status. |
| Form 990, Part VI, Section C, line 19 | Financial Statements are made available to the plan participants upon request. |
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