MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND (EIN 38-2106878)
Tax period: 2009-09-01 to 2010-08-31
Filed: 2011-02-12
IRS object ID: 201120439349301007
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-12T13:25:02-06:00	Timestamp
Tax Period End Date	2010-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BENDA GRACE STULZ & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	38800 VAN DYKE AVE STE 100	AddressLine1
City	STERLING HEIGHTS	City
State	MI	State
ZIP Code	48312	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	382106878	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MICHIGAN ELECTRICAL EMPLOYEES'	BusinessNameLine1
Business Name Line2	HEALTH PLAN	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	MICH	NameControl
Phone	5173239250	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6011 WEST ST JOSEPH	AddressLine1
Address Line2	ROOM/SUITE 401	AddressLine2
City	LANSING	City
State	MI	State
ZIP Code	48917	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STEVE CLAYWELLROBERT SCHUMAKER	Name
Title	UNION/MANAGEMENT TRUSTEE	Title
Phone	5173239250	Phone
Date Signed	2010-12-17	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRYAN STULZ	Name
Phone	5868836240	Phone
Date Prepared	2011-02-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	53529315	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.MEEHP.COM	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1953	YearFormation
State Legal Domicile	MI	StateLegalDomicile
Activity Or Mission Description	PROVIDE HEALTH AND WELFARE BENEFITS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	79	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	25661489	ProgramServiceRevenuePriorYear
Program Service Revenue CY	22388786	ProgramServiceRevenueCY
Investment Income Prior Year	300608	InvestmentIncomePriorYear
Investment Income Current Year	334188	InvestmentIncomeCurrentYear
Other Revenue Prior Year	518550	OtherRevenuePriorYear
Other Revenue Current Year	1235836	OtherRevenueCurrentYear
Total Revenue Prior Year	26480647	TotalRevenuePriorYear
Total Revenue Current Year	23958810	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	23361500	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	23811675	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2430365	OtherExpensePriorYear
Other Expenses Current Year	2361052	OtherExpensesCurrentYear
Total Expenses Prior Year	25791865	TotalExpensesPriorYear
Total Expenses Current Year	26172727	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	688782	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-2213917	RevenuesLessExpensesCY
Total Assets BOY	40759592	TotalAssetsBOY
Total Assets EOY	41160696	TotalAssetsEOY
Total Liabilities BOY	7172471	TotalLiabilitiesBOY
Total Liabilities EOY	8095158	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	33587121	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	33065538	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDE HEALTH AND WELFARE BENEFITS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	26172727	Expense
Description	TO PROVIDE LIFE, DISABILITY INCOME AND HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICIPANTS.	Description
Total Program Service Expense	26172727	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	5	NumberFormsTransmittedWith1096
Number W2 G Included	5	NumberW2GIncluded
Number Of Employees	79	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	ZENITH ADMINISTRATORS	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5173239250	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6011 W ST JOSEPH STE 401	AddressLine1
City	LANSING	City
State	MI	State
ZIP Code	48917	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
BOB SCHUMAKER
SECRETARY	1.00	X	0	0	0
BOB KOERSCHNER
CHAIRMAN	1.00	X	0	0	0
PAUL KELLEY
VICE CHARIMA	1.00	X	0	0	0
ROBERT BIALLAS
TRUSTEE	1.00	X	0	0	0
MARK HUNT
TRUSTEE	1.00	X	0	0	0
BRYAN JOHNSON
TRUSTEE	1.00	X	0	0	0
CHARLES MARSHALL
TRUSTEE	1.00	X	0	0	0
TOM RYDER
TRUSTEE	1.00	X	0	0	0
ROBERT ORR
TRUSTEE	1.00	X	0	0	0
SCOTT CLARK
TRUSTEE	1.00	X	0	0	0
STEVE CLAYWELL
VICE CHAIRMA	1.00	X	0	0	0
TOM LIPPENS
TRUSTEE	1.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BLUE CROSS BLUE SHIELD OF MICHIGAN
27000 W 11 MILE ROAD	SOUTHFIELD	MI	48034	CLAIM ADMIN	1413351
ZENITH ADMINISTRATORS INC
6011 W ST JOSEPH HWY STE 401	LANSING	MI	48917	ADMIN MANAGER	539371

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTION	18800372	18800372
PARTICIPANT SELF-PAYMENTS	3588414	3588414

Field	Value	IRS element (for citing)
Total Program Service Revenue	22388786	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1445168	TotalRevenueColumn
Exclusion	$1,445,168	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	28459525	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	29570505	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-1110980	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-1110980	TotalRevenueColumn
Related Or Exempt Function Income	-1110980	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS	755815	755815
MEDICARE PART D SUBSIDY	480021	480021

Field	Value	IRS element (for citing)
Total Other Revenue	1235836	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	23958810	TotalRevenueColumn
Related Or Exempt Function Income	22513642	RelatedOrExemptFunctionIncome
Exclusion	$1,445,168	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	23811675	Total
Program Services	23811675	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	1952722	Total
Program Services	1952722	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	129844	Total
Program Services	129844	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	43874	Total
Program Services	43874	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	99086	Total
Program Services	99086	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	69671	Total
Program Services	69671	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	44210	Total
Program Services	44210	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	9200	Total
Program Services	9200	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	862	Total
Program Services	862	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	8544	Total
Program Services	8544	ProgramServices

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	DUES AND SUBSCRIPTIONS	Description
Total	3039	Total
Program Services	3039	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	26172727	Total
Program Services	26172727	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	6236911	BOY
EOY	1205095	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	13915368	BOY
EOY	15263300	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2018822	BOY
EOY	2223918	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2387023	BOY
EOY	780815	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	12090	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	8210	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	4742	BOY
EOY	3880	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	16196726	BOY
EOY	21683688	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	40759592	BOY
EOY	41160696	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	391471	BOY
EOY	349158	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	6781000	BOY
EOY	7746000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	7172471	BOY
EOY	8095158	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	33587121	BOY
EOY	33065538	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	33587121	BOY
EOY	33065538	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	40759592	BOY
EOY	41160696	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12090	OtherCostOrOtherBasis
Depreciation	8210	Depreciation
Book Value	3880	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	3880	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
ACCUMMULATED ELIGIBILITY CREDITS	$5,193,000
CLAIMS INCURRED BUT NOT REPORTED	$2,553,000

Field	Value	IRS element (for citing)
Total Of Amounts	7746000	TotalOfAmounts
Total Revenue	23958810	TotalRevenue
Total Expenses	26172727	TotalExpenses
Excess Or Deficit For Year	-2213917	ExcessOrDeficitForYear
Net Unrealized GL On Investments	1692334	NetUnrealizedGLOnInvestments
Total Adjustments	1692334	TotalAdjustments
Excess Or Deficit Per FS	-521583	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	25552058	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1692334	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	1692334	RevenueNotRptdF990
Revenue Subtotal	23859724	RevenueSubtotal
Investment Expenses Not Included	99086	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	99086	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	23958810	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	26073641	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	26073641	ExpensesSubtotal
Investment Expenses Not Included2	99086	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	99086	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	26172727	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS	FORM 990, PAGE 6, PART VI, LINE 4	THE TRUSTEES APPROVED AN AMENDMENT ALLOWING A MEETING BY TELEPHONIC MEANS AND THE OBTAINING OF ACTION BY CONSENT TO INCLUDE ACTION BY EMAIL.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	THE FORM 990 IS PROVIDED TO EACH TRUSTEE BEFORE IT IS FILED WITH THE IRS. IN ADDITION, IT IS PRESENTED AND APPROVED BY THE FULL BOARD OF TRUSTEES AT A MEETING, SUBJECT TO REVIEW AND APPROVAL OF THE FUND'S LEGAL COUNSEL.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE FUND DID NOT HAVE ANY EMPLOYEES WHO MET THE DEFINITIONS IN THE PLAN YEAR. IF THE FUND DID HAVE EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15A OF FORM 990.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE FUND DID NOT HAVE ANY EMPLOYEES WHO MET THE DEFINITIONS IN THE PLAN YEAR. IF THE FUND DID HAVE EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15B OF FORM 990.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC OTHER THAN THOSE FINANCIAL STATEMENTS MADE PART OF AND REQUIRED TO BE DISCLOSED IN GOVERNMENT FILLINGS.
ADDITIONAL INFORMATION	SCHEDULE O	FORM 990, PART V, LINE 1C - BACKUP WITHHOLDING RULES THE FUND DID NOT HAVE ANY REPORTABLE PAYMENT TO VENDORS OR REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS SUBJECT TO BACKUP WITHHOLDING RULES. FORM 990, PART V, LINE 7G - CONTRIBUTIONS ON INTELLECTUAL PROPERTY THE FUND DID NOT HAVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY. IF THE FUND DID HAVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY, THEN THE FUND WOULD HAVE FILED THE FORM 8899 AS REQUIRED. FORM 990, PART V, LINE 7H - CONTRIBUTIONS OF VEHICLES THE FUND DID NOT HAVE CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND/OR OTHER VEHICLES. IF THE FUND DID HAVE SUCH CONTRIBUTIONS, THEN THE FUND WOULD HAVE FILED THE FORM 1098-C AS REQUIRED. FORM 990, PART VI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICERS THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A 'BUSINESS RELATIONSHIP.' THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES.