| Return Reference | Explanation |
|---|---|
| Form 990 Part VI Section A Lines 8A-8B | These questions are not applicable to the trust. |
| Form 990 Part VI Section B Line 11A/11B | Form 990 is reviewed by Alaska Airlines, Inc. Income Tax Director and Trustee. |
| Form 990 Part VI Section C Line 19 | As a 501(C)(9) organization, the plan is not required to make the documents referenced in question 19 available to the general public. |
| Form 990 Part VII Section A-AVG HRS Per Week | As trustee, the Bank of Hawaii provides administrative services such as acting as investment manager for the plan. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis,but are calculated based upon factors such as the market value of the account and in accordance with the Bank of Hawaii's agreement with the plan. |
| Form 990 Part IX Line 5 | Compensation of current officers, directors, trustees, & key employees: Bank of Hawaii, as trustee, provides administrative services and the fees are not based upon an hourly basis. |
| Form 990, Part III, Line 4A, Program Service | ("Plan") is a Voluntary Employees' Beneficiary Association ("VEBA") subject to the requirements of Section 501(a) and 501(c)(9) of the Internal Revenue Code of 1986, as amended. The Plan provides monthly disability income to eligible pilots of Hawaiian Airlines, Inc. ("The Company"). After a pilot's application for disability income is approved, he/she will receive monthly disability payments from the plan pursuant to the formula contained in the Plan. If a pilot dies while receiving disability income payments, his/her spouse will receive a monthly surviving spouse benefit equal to 50% of the amount payable to the pilot. A pilot will be regarded as disabled if he/she is unable to maintain or exercise the privileges of the FAA medical certificate required by the FAA to be maintained for his/her job position or category due to the medically determinable physical or mental condition. |
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