| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Line 2 | ARTHUR NIZZA, MARK J. VAN DYKE, JOSEPH STASI, RICHARD BIERMAN, AND SHANNON COOPER HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE DIRECTORS OR OFFICERS OF RELATED FOR-PROFIT ENTITIES. |
| Form 990, Part VI, Line 15a & 15b | COMPENSATION FOR GEHA PRESIDENT AND OFFICERS WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE IN 2023. MARKET DATA WAS PROVIDED BY SULLIVAN COTTER, AN OUTSIDE EXECUTIVE COMPENSATION CONSULTANT. THESE ACTIONS ARE DOCUMENTED IN THE BOARD MINUTES. |
| Form 990, Part VI, Line 3 Delegation of management duties | SINCE 2017, GEHA HAS CONTRACTED WITH THE COLONY GROUP AND VANGUARD TO ACT AS THE INVESTMENT MANAGEMENT FIRMS FOR GEHA'S INVESTMENT PORTFOLIO. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | MEMBERSHIP IN THE ASSOCIATION SHALL BE OPEN TO EMPLOYEES AND ANNUITANTS OF THE FEDERAL GOVERNMENT. SUCH PERSONS SHALL BECOME REGULAR MEMBERS BY ENROLLING IN A BENEFIT PLAN SPONSORED BY THE ASSOCIATION. REGULAR MEMBERSHIP SHALL TERMINATE WHEN A PERSON IS NO LONGER ENROLLED IN A BENEFIT PLAN SPONSORED BY THE ASSOCIATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE MEMBERS ELECT THE BOARD OF DIRECTORS FROM PERSONS NOMINATED BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE MEMBERS APPROVE AMENDMENTS TO THE BY-LAWS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS PRESENTED AND DISTRIBUTED TO THE AUDIT COMMITTEE BY THE INDEPENDENT ACCOUNTING FIRM. QUESTIONS AND CONCERNS OF THE ORGANIZATION'S AUDIT COMMITTEE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. A FINAL COPY OF THE 990 IS PROVIDED TO BOARD OF DIRECTORS PRIOR TO FINAL FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL EMPLOYEES AND DIRECTORS RECEIVE ANNUAL CONFLICT OF INTEREST TRAINING AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT THE END OF TRAINING. FOR EMPLOYEES, THEY MAY ALSO REPORT POTENTIAL CONFLICTS AT ANY TIME DIRECTLY TO THE COMPLIANCE OFFICER. THE RESULTS FOR EMPLOYEES ARE REVIEWED BY THE COMPLIANCE OFFICER AND GENERAL COUNSEL. FOR DIRECTORS, THE RESULTS ARE ALSO REVIEWED BY THE BOARD OF DIRECTORS. POTENTIAL CONFLICTS ARE ADDRESSED ON AN INDIVIDUAL BASIS WITH EDUCATION AND, IF POSSIBLE, CONTROLS TO RESTRICT ACCESS TO SPECIFIC INFORMATION AND DUTIES. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION - -40188; INVESTMENT RETURN (SUBSIDIARY) - 19546840; |
| Form 990, Part XII, Line 2c | GEHA'S BOARD OF DIRECTORS HAS AN AUDIT COMMITTEE. THIS COMMITTEE MEETS QUARTERLY WITH THE EXTERNAL AUDITORS. ANNUALLY, THE EXTERNAL AUDITORS PRESENT THE RESULTS OF THE CONSOLIDATED AUDIT TO THE COMMITTEE. |
| Schedule F, Part I, Line 3 | PASSIVE INVESTMENT HOLDINGS ARE MONITORED ON A REGULAR BASIS BY GEHA'S INVESTMENT MANAGEMENT FIRM. THE AUDIT COMMITTEE REVIEWS THE PASSIVE INVESTMENT HOLDINGS ON A REGULAR BASIS AND REPORTS ANY SUBSTANTIAL ACTIVITY TO THE BOARD OF DIRECTORS. |
| Software ID: | 23017437 |
| Software Version: | 2023v5.1 |