Bank Collective Investment Funds, Prohibited Transaction Class Exemption 1991-38

OMB 1210-0082

OMB 1210-0082

Exempts from the prohibited transaction provisions of ERISA certain transactions between a bank collective investment fund and persons that are parties in interest to a plan, provided that the plan's participation in the collective investment fund does not exceed a specified percentage of the total assets in the collective investment fund and that the bank maintains and makes available certain records.

The latest form for Bank Collective Investment Funds, Prohibited Transaction Class Exemption 1991-38 expires 2022-04-30 and can be found here.

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