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 B, LINE 11B | THE FUND ADMINISTRATOR 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 | IT IS THE POLICY OF THE HEALTH TRUST THAT THE EXISTENCE OF A POTENTIAL CONFLICT BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT IS THE CONTINUING RESPONSIBILITY OF FUND PERSONNEL AND THE BOARD OF TRUSTEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE FUND ADMINISTRATOR OR, IF APPROPRIATE, TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART VII, SECTION A, LINE 1A | THE FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR, PENSION MANAGER AND MEMBER SERVICE/ACCOUNTING MANAGER ARE ALSO THE FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR, PENSION MANAGER AND MEMBER SERVICE/ACCOUNTING MANAGER OF THE RELATED SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST (PENSION TRUST). THE HEALTH TRUST IS REIMBURSED BY THE PENSION TRUST FOR THEIR ALLOCATED PORTION OF SALARY, FRINGE BENEFITS AND PAYROLL TAXES. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE OVERSIGHT OF THE AUDIT IS PERFORMED BY THE FUND ADMINISTRATOR. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. |
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