Financial Network Welfare Benefit Plan Tr

“Documentation via emails and annual communications.”

“| Explanation:| all participants can request a pdf copy of the tax form as well as see it online Emails are requested as communication through website as well - we also have weekly calls with offices as necessary. Wrap Plan Document updated annually. All documents are available through email communications to each plan participant as well as on the website. All contracts and certificates are available on the website. All tax documents and 5500's are available online and directly through the IRS website as well as request from this organization. Part VI Line 19 already listed- documentation is listed on website For Paperwork Reduction Act Notice see the Instructions for Form 990 or 990-EZ. Cat. No. 51056K Schedule O”

“| Explanation:| Programs Accomplished - completed enrollment and benefit plan implementation for 2024 for all participants Created and participated in open enrollment communication meetings with all potential participants. Updated the website Updated plan designs as defined by updated ERISA guidelines. Created Communication Materials throughout and updated website accordingly. Organization made no major changes in plan design or vendor changes. We did not terminate the plan during the calendar year. Organization has no expenses for Part V -3b. Part V - we are licensed in the state of GA - have a national plan that supports all benefits plans that have been in place since 2018. Part 3-14b - no tanning services”