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 2 | AS OF DECEMBER 31, 2021, EACH OF THE TRUSTEES WORKED FOR KOCH INDUSTRIES, INC. OR A SUBSIDIARY. |
| FORM 990, PART VI, SECTION A, LINE 3 | AS OF DECEMBER 31, 2021, EACH OF THE TRUSTEES WORKED FOR KOCH INDUSTRIES, INC. OR A SUBSIDIARY. |
| FORM 990, PART VI, SECTION A, LINE 8A | THE PLAN ADMINISTRATORS DOCUMENT THEIR COMMITTEE MEETINGS; HOWEVER, THE TRUSTEES DO NOT HAVE REGULARLY SCHEDULED MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE PLAN ADMINISTRATORS DOCUMENT THEIR COMMITTEE MEETINGS; HOWEVER, THE TRUSTEES DO NOT HAVE REGULARLY SCHEDULED MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THIS FORM 990 WAS PREPARED BY KOCH BUSINESS SOLUTIONS (KBS). KBS MANAGES THE ANNUAL ERISA AUDIT OF THE PLAN. THIS FORM 990 WAS FIRST REVIEWED BY A REPRESENTATIVE OF MANAGEMENT AND KOCH LEGAL THEN REVIEWED AND EXECUTED BY A TRUSTEE OF THE TRUST. |
| FORM 990, PART VI, SECTION B, LINE 12 | ALL ASSETS HELD BY THE TRUST ARE ERISA ASSETS AND THE TRUSTEES ARE FIDUCIARIES UNDER ERISA. AS SUCH ALL TRUSTEES ARE PROHIBITED FROM ACTING IN ANYONE'S INTEREST OTHER THAN THE TRUST. ALL TRUSTEES REQUIRE TRAINING ON THIS REQUIREMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | ANY PLAN PARTICIPANT IS ELIGIBLE TO RECEIVE FORM 990 OR ANY OTHER DOCUMENT UPON REQUEST. |
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