A Haven April Thomas

“The organization consists of members who are eligible under the terms of the collective bargaining agreements in force between representative laborer locals and affiliated fringe benefit funds, which includes the laborers southeast training fund, and the participating employers who employ those members.”

“The governing body is a board of trustees who operate the fund in accordance with the requirements of a multi-employer plan under both erisa and the taft-hartley act. The trust agreement under which the fund was created and operates, provides for appointment of both employer and union trustees. The employer trustees are selected by the existing employer trustees and the union trustees are elected by the membership of the local. It is the duty of the board of trustees to oversee operations of the fund, setting policies and procedures for training curriculum and other training benefits to participants who work under terms of the collective bargaining agreements.”

“As clearly indicated in the annual summary report to the participants and employers, a full copy of the complete u.s. Department of labor from 5500 is available upon request along with a copy of the auditors annual report. The summary annual report is mailed annually to all participants and employers. The irs form 990 will also be made available upon request to the fund administrator.”

“A certified public accounting firm is retained to prepare the annual irs form 990. The cpa firm provides a copy of the completed form to the chairman, secretary of the board of trustees and all other board trustees for their review and approval. A copy of the form 990 was provided to the fund administrators, jenkins & associates and to chairman & secretary of the board of trustees for their review.”

“Stephen farner and glenn farner, both union trustees for this fund, who serve as trustees for no compensation on this fund, are brothers. Ricky farner, training instructor for the fund, is also a brother of stephen and glenn farner.”

“Jenkins & associates, inc. Serves as the third party administrator for this fund. Jenkins & associates, inc. Manintains accounting records and a general ledger for the fund. Jenkins & associates, inc. Is responsible for the tracking of all employer contributions and for all correspondence between the fund, trustees, governmental agencies, etc. In addition to jenkins & associates, mr. Steve henson, training director of the fund implements the training policies and procedures set forth by the trustees and oversees all training instructors activities.”

“The board of trustees meets quarterly to address policy issues, training director report and management financial report(s). During these meetings, any issues impacting conflict of interest or prohibitive transactions will be addressed by the full board of trustees, legal counsel and acted upon.”

“For the training director, mr. Steve henson, the board of trustees evaluates mr. Henson's performance annually. Each trustee has extensive experience with managing their own business interests and in turn have experience in evaluating the value of mr. Henson's performance and compensation. That level of experience is used in determining his annual compensation.”

“Federal grants received thru a pass through entity, laborers agc education & training fund, represent all assistance from a governmental entity. This fund is subject to and complied with the omb circular a-133 reporting requirements. The governmental funding entities were pursuant to the niehs hwwt worker health and safety training grants, supplied by department of energy and the environmental protection agency.”