Lucent Technologies Inc Post Retmt Welfare Benifits Tr for Non Rep Em

“(form 990, part vi, section a, question 3) the trust is a voluntary employee benefits association pursuant to irs section 509(c)(9). Alcatel-lucent usa inc. (part of the nokia group), as settlor, has designated alcatel-lucent investment management corporation (alimco) a "named fiduciary" with respect to the trust and has retained alimco to perform certain fiduciary services with respect to the trust. Alimco, as named fiduciary, hires and oversees investment managers, the trustee, and other service providers. Alimco is overseen by the nokia pension and benefit investment committee (pbic), an internal investment committee of the nokia group.”

“(form 990, part vi, section a, question 7a) alcatel-lucent usa as settlor or alcatel-lucent investment management corporation as named fiduciary of the trust has the power to appoint/terminate the trustee.”

“(form 990, part vi, section a, question 7b) the trustee is subject to direction from alcatel-lucent usa inc. (settlor); alcatel-lucent investment management corporation (named fiduciary); and appointed investment managers.”

“(form 990, part vi, section a, question 8a & 8b) the trust does not hold meetings. However, the pbic meets at least quarterly to review trust investment performance and other activities related to the trust. Pbic meetings are documented in meeting minutes.”

“Reached at organization's mailing address (form 990, part vi, section a, question 9) the institutional trustee cannot be reached at the organizations mailing address. Their mailing address is: bank of new york mellon 135 santilli highway everett, ma 02149”

“(form 990, part vi, section b, question 11b) the form 990 is sent to the trustee for authorization and signature prior to being filed.”

“(form 990, part vi, section b, lines 12-15) the trust has no employees. Accordingly, there are no such policies nor processes in place related to employee compensation.”

“(form 990, part vi, section c, question 19) upon request, the trust agreement is made available to the plan participants.”

“(form 990, part vii, section a, line 1a(1) col b) as trustee, the bank of new york mellon provides various administrative services to the trust. These services require the involvement of numerous individual bank employees in the activities of the organization and thus can not be quantified on an hourly basis.”