Katonah-Lewisboro District Teachers Association Benefit Trust

“The payment of benefits and the books of account are maintained by Insurance Programmers, Inc. Management of the Fund or Plan activities is controlled by the Trustees with assistance from the Plan Administrators (aka IPI).”

“Upon completion of the federal tax return, form 990, a copy of such is forwarded to both the plan chairperson and the plan administrators prior to filing. In the event changes are required the accounting office is notified and the obligatory adjustments are made. In the event there are no changes to be made, then the plan chairperson signs form 8879-EO and returns it the accountants, constituting their approval of content and electronic filing with the IRS.”

“Pursuant to the terms in the Declaration of the Trust and/or membership approval.”

“There are a variety of methods of making documents available to those who inquire. The individual can request copies to be forwarded to them over the internet, faxed, or they can come in to the administrators facilities and review the documents there. Telephone is another method used along with photocopies of the requested documents, which can be made and mailed accordingly. In all cases, however, no information is given out that will jeopardize one's confidentiality or go askew of the HIPPA laws.”

“Parent Organization has filed a separate return.”

“Volunteers assist the Trustees in disseminating information on Plan Benefits, Appeals and Procedures to those who are not able to attend Board Meeting. In some cases, the volunteers will chair certain committees as further assistance to the Plan and Trustees.”