CliftonLarsonAllen LLP’s report of the 2016Trust financial statements and documents
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The Trustees adopted the latest amendments; extended contracts with Aon Hewitt, ASI Software, Inc., CliftonLarsonAllen, LLP, Davis Graham & Stubbs, LLC; Digifit, Inc., Health Alliance Management, Inc., Harrington Health Services, Kaiser, Mercer, Michael Conti Productions LLC, Tool Stuidos, and United Medical Alliance; and authorized the move from CIGNA to Anthem Blue Cross Blue Shield as a third-party health plan administrator.
This amendment added two seats to the board of trustees, provided broader language for civil unions, redefined what constitutes a quorum and more.
The Trust names Todd Saliman, chief financial officer at the University of Colorado, its newest trustee.
The agreement lays out overarching principles and guidelines, including definitions for commonly used terms, appointing trustees and their successors, trustee responsibilities, allocating funds to the Trust, administering benefits and how to terminate the Trust.
The IRS confirms the Trust’s status as a federal income tax-exempt organization.
The Trust announces a public meeting to be held on Monday, May 16.
The Trust announces a special, public meeting for Thursday, April 21, 2011.
The Trust filed a 990 form with the IRS asking to be exempt from income tax.
The Trust’s brief banking policy gives the treasurer authority to manage its assets.
The Trust provides general guidelines that govern its operations.
Committee members pass various resolutions that set up administrative rights and empower various entities to operate specific functions for the Trust.
The Trust filed for tax-exempt status for June 28, 29 and 30 using the IRS’ 990-EZ form.
St Paul Travelers insurance provides documentation of its liability coverage of the Trust.
The Trust is fully established to fund plans beginning July 1, 2010.
Through various meetings and communications, the Regents agree to appointees to the trust, including trustees and a treasurer.
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The information on this site is offered for informational purposes only. It is not intended as a substitute for, or alteration of, any federal or state law or regulation, university policy, or provision of any written plan document or agreement between the university and any contracted provider. In the event of any inconsistency between information on this site and any federal or state law or regulation, university policy, written plan document or agreement, the provisions of the relevant law, policy, plan document or agreement will govern, and no person or entity shall be entitled to claim detrimental reliance on any information provided or expressed on this site. Effort has been made to ensure the accuracy of the information in this site; however, the Trust reserves the right to interpret any ambiguity arising from any information provided on this site.