City of Burbank Welfare Benefit Plan Tr

“The Trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The corporate trustee executes certain directives of the administrator, which is the City of Burbank, California (the City). The City may replace the corporate trustee at any time.”

“The Trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The corporate trustee executes certain directives of the administrator, which is the City of Burbank, California (the City). The City retains responsibility for the oversight and administration of the Plan and Trust.”

“The Trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The corporate trustee executes certain directives of the administrator, which is the City of Burbank, California. No trustee meetings are held; however, all directives and communications between the trustee and administrator are documented and retained. In addition, any changes in the administration of the Plan, changes in the policies or procedures of the Plan, and all amendments to the Plan, are communicated in writing to all participants.”

“The Trust does not have any committees with the authority to act on behalf of the governing body.”

“The Form 990 was prepared under the guidance of the Plan Administrator (City of Burbank, California) by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the authorized representatives of the City of Burbank, California for their review and approval. Any additional questions, concerns or issues raised by the City of Burbank, California were addressed, and any necessary revisions were made to the Form 990. The final version of the Form 990 was provided to the corporate trustee for final review and approval to file. Form 990, Part VI, Section B, line 12a: The conflict-of-interest policy of the City of Burbank, California is available to the public upon written request by contacting the City of Burbank, California at 301 E Olive Avenue, Suite 100; Burbank, CA 91502.”

“The Trust's governing documents, whistleblower policy, document retention and destruction policy, and financial statements are available to the public upon written request by contacting the Trust at: PO Box 5433; Spokane, WA 99205. The Trust itself does not have a conflict-of-interest policy. However, the City of Burbank, California, the administrator, has a conflict-of-interest policy, which is available to the public upon written request by contacting the City of Burbank at: 301 E Olive Avenue, Suite 100; Burbank, CA 91502.”