| Return Reference | Explanation |
|---|---|
| Officer directors etc family relationship Part VI line 2 | Line 2 - Family Relationship or Business Relationship -The relationship between the Trustees of the Fund is a business relationship. The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. The Fund, as aTaft-Hartley Trust Fund, is administered by a board of Trustees which is composed of an equal number of union and employer representatives. Because of this organizational requirement there is a business relationshipbetween the Trustees. |
| Member election for additional members Part VI line 7a | Form 990, Part VI, Line 7a - Election of Members and Their RightsTrustees are appointed by sponsoring organizations of the Trust. Union Trustees are appointed by persons authorized by each appointing union organizations executive board, who are elected periodically by members ingood standing who are eligible to vote consistent with the constitution of the appointing union organization. Employer Trustees are appointed by persons authorized by their executive boards, who are elected consistentwith the voting requirements of each specific employer association. |
| Form 990 governing body review Part VI line 11 | Form 990, Part VI, Line 11b - Organizations Process to Review Form 990The Form 990 is presented and approved at a meeting of the Board of Trustees, subject to approval by and review of the Funds legal counsel. In addition, each Trustee is provided a copy of the Funds final form 990(including required schedules), as ultimately filed with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | Line 12 - Annually, each Trustee must answer the fiduciary liability insurance renewal questionnaire, which contains questions regarding potential and actual conflicts of interest. |
| Other officer or key employee compensation Part VI line 15b | Line 15 - The Fund did not have a CEO, Executive Director, or top management official, or other officers or key employees, as those terms are defined in the instructions. |
| Governing documents etc available to public Part VI line 19 | Form 990, Part VI, Line 19 - Governing Documents Disclosure ExplanationThe Fund is established and maintained pursuant to the Employee Retirement Security Act of 1974, as amended. It operates in compliance with the Reporting and Disclosure requirements of Subtitle B, Part 1 ERISA withrespect to disclosure of its governing documents and financial information. It operates in compliance with the Fiduciary Responsibility requirements of Subtitle B, Part 4 of ERISA. |
| Part VII response or note to any other line in Part VII | Form 990, Part VII - Additional InformationLine 1a - The Trustees of the Fund serve the Fund without compensation from the Fund for those services. However, some Trustees were compensated as employees of either IBEW Local 275, 498, 665, 692, or 906, all of whichwere contributing employers to the Fund and, as such, related organizations as that term is defined in the instructions. |
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