Puget Sound Electrical Workers Health and Welfare Trust Fund

“The day to day operations of the trust are managed by welfare & pension administration service, inc.”

“A copy of form 990 is reviewed by the trustees prior to filing”

“The conflict-of-interest policy applies to all persons defined under erisa as parties-in-interest. All parties-in-interest are required to disclose prohibitied transactions to the trustees. If and when a potential conflict of interest is disclosed, the board of trustees will conduct an investigation and issue a report of the findings. If a prohibited transaction has occurred, the trustees will take appropriate action, including reporting such occurrence to the appropriate federal agency and documenting such action in the minutes of the board of trustees meeting.”

“All required documents, policies, statements, etc. Are available upon request”

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related tax-exempt organizations is reported on form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the plan administrator.”

“The plan has contracted with welfare & pension administration service, inc. To provide day-to-day administrative services to the plan.”

“A complete copy of this form 990 was provided to all of the trustees of the trust. In addition, a trustee reviewed the form 990 prior to filing the form with the irs.”

“The organization makes its governing documents, conflict-of-interest policy, and financial statements available to the public upon request.”

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, welfare & pension administration service, inc.”

“The oversight process and method for selecting the independent auditor has not changed from prior years.”

“To reflect contributions receivable during june 30, 2022 plan year not on form 990 which appeared on audited financial statements.”

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. The process has not changed.”

“The plan provides taxable disability payments to eligible participants and reports those benefits on form w-2. These benefits are included on form 990, part ix, line 4.”