2024-05-14T14:44:51-05:00 2023-06-30 842726595 MACNELL ACCOUNTING & CONSULTING 1153 SOUTH LEE ST UNIT 137 DES PLAINES IL 60016 990 2022-07-01 946277871 SACRAMENTO INDEPENDENT HOTEL RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST SACR 6302365100 711 NORTH COMMONS DRIVE AURORA IL 60504 TY HUDSON CEO 6302365100 2024-05-13 1 TY HUDSON 999009999 1 THOMAS J CAPLICE P00058427 8476753100 2024-05-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MATTHEW WALKER 711 NORTH COMMONS DRIVE AURORA IL 60504 5234768 0 X N/A X 1966 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS OR EMPLOYER ASSOCIATIONS SIGNATORY TO THE AGREEMENTS. 8 7 0 0 0 0 0 0 6041978 4671119 352482 365371 233542 15788 6628002 5052278 0 0 4988324 4663791 0 0 0 0 0 598313 570339 5586637 5234130 1041365 -181852 11763035 11185841 1631120 1339058 10131915 9846783 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS OR EMPLOYER ASSOCIATIONS SIGNATORY TO THE AGREEMENTS. 0 0 EMPLOYER CONTRIBUTIONS PROVIDE HEALTH AND WELFARE BENEFITS COVERAGE AND DISABILITY BENEFITS FOR PARTICIPANTS OF THE PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 74 0 1 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 CA X STEVEN CRUMMY 9253987060 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 X REGINA LONGO TRUSTEE 1.00 0.00 X 0 0 0 AAMIR DEEN TRUSTEE 1.00 0.00 X 0 0 0 ALEJANDRO RAYBURN TRUSTEE 1.00 0.00 X 0 0 0 JEROEN GERRESE TRUSTEE 1.00 0.00 X 0 0 0 MARTA RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 SANDRA PARKER TRUSTEE 1.00 0.00 X 0 0 0 TY HUDSON TRUSTEE 1.00 0.00 X 0 0 0 BOBBY WALIA TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 BENESYS INC 7180 KOLL CENTER PARKWAY STE 200 PLEASANTON CA 94566 ADMINISTRATOR 321157 1 EMPLOYER CONTRIBUTIONS 900099 4557096 4557096 PARTICIPANT CONTRIBUTI 900099 114023 114023 4671119 347861 347861 200000 182490 17510 17510 17510 MISCELLANEOUS INCOME 900099 15624 15624 LIQUIDATED DAMAGES 900099 164 164 15788 5052278 4686907 0 365371 4663791 373416 19890 22252 63600 31613 9413 21040 PAYROLL COMPLIANCE FEES 16328 MISCELLANEOUS FEES 10428 BANK FEES 1721 PCORI FEE AND DOMESTIC 638 5234130 4169574 2831146 848051 509903 3300 3548 6742110 7841244 11763035 11185841 63301 41182 1567819 1297876 1631120 1339058 X 0 0 0 0 10131915 9846783 10131915 9846783 11763035 11185841 -181852 -103280 0 X X 0 1 X 1 0 0 HEALTH CLAIMS PAYABLE 91355 CLAIMS INCURRED BUT NOT REPORTED 728600 ACCUMULATED ELIGIBILITY CREDITS 477921 1297876 X 4948998 -103280 -103280 5052278 0 5052278 5504073 269943 269943 5234130 0 5234130 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS AT JUNE 30, 2023 FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO A CONTRACT ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY MACNELL ACCOUNTING & CONSULTING, LLP AND REVIEWED BY INTERNAL PERSONNEL OF THE MERGING ORGANIZATION, UHH, AND REVIEWED BY OUTSIDE FUND COUNCIL OF THE MERGING ORGANIZATION, SEYFARTH SHAW LLP, ON MAY 9, 2024. THE TRUSTEES OF THE MERGING ORGANIZATION, UHH, WERE THEN PROVIDED A COPY OF THE FORM 990 AND THEIR REVIEW WAS COMPLETED BEFORE THE FORM 990 WAS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC REGINA LONGO - 3800 WATT AVENUE, STE 210, SACRAMENTO, CA 95821. AAMIR DEEN - 3800 WATT AVENUE, STE 210, SACRAMENTO, CA 95821. ALEJANDRO RAYBURN - 3800 WATT AVENUE, STE 210, SACRAMENTO, CA 95821. JEROEN GERRESE - 1230 J STREET, SACRAMENTO, CA 95814. MARTA RODRIGUEZ - 1230 J STREET, SACRAMENTO, CA 95814. SANDRA PARKER - 604 HEATHER BROOK CIRCLE, PRESCOTT, AZ 86303. TY HUDSON - 1025 3RD STREET, OAKLAND, CA 94607. BOBBY WALIA - 10400 FERNWOOD ROAD, BETHESDA, MD 20817. PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND FOR SELECTION OF THE INDEPENDENT AUDITOR. SACRAMENTO INDEPENDENT HOTEL RESTAURANT PENSION 7180 KOLL CENTER PARKWAY STE 200 PLEASANTON CA 94566 946333497 PENSION CA 401 (A) N/A 0 UNITE HERE LOCAL 49 3800 WATT AVE SUITE 210 SACRAMENTO CA 95821 942254628 LABOR ORGANIZATION CA 501(C)(5) N/A 0 PARADIES 2849 PACES FERRY ROAD SUITE 400 ATLANTA GA 30339 CONTRIBUTING EMPLOYER GA N/A 0 0 CITIZEN HOTEL 926 J STREET SACRAMENTO CA 95814 CONTRIBUTING EMPLOYER CA N/A C 0 HOLIDAY INN - CAPITOL PLAZA 300 JAY STREET SACRAMENTO CA 95814 CONTRIBUTING EMPLOYER CA N/A C 0 HOST INTERNATIONAL RESTAURANT 6850 AIRPORT BLVD 28 SACRAMENTO CA 958371126 CONTRIBUTING EMPLOYER CA N/A C 0 LEGENDS 500 DAVID J STERN WALK SUITE 1C3210 SACRAMENTO CA 95814 CONTRIBUTING EMPLOYER CA N/A C 0 OPERATING ENGINEERS 14738 CANTOVA WAY SLOUGHHOUSE CA 95683 CONTRIBUTING EMPLOYER CA N/A C 0 RANCH COFFEE SHOP 1872 E MARIPOSA ROAD STOCKTON CA 952057733 CONTRIBUTING EMPLOYER CA N/A C 0 SACRAMENTO AUTOTRUCK PLAZA 2828 EL CENTRO ROAD SACRAMENTO CA 958339703 CONTRIBUTING EMPLOYER CA N/A C 0 SACRAMENTO HILTON ARDEN WEST 2200 HARVARD STREET SACRAMENTO CA 95815 CONTRIBUTING EMPLOYER CA N/A C 0 SACTO COMM CONV CNTR 1401 K STREET SACRAMENTO CA 95814 CONTRIBUTING EMPLOYER CA N/A C 0 SAM'S HOF BRAU 2500 WATT AVE SACRAMENTO CA 95821 CONTRIBUTING EMPLOYER CA N/A C 0 SHERATON GRAND SACRAMENTO 1230 J STREET SACRAMENTO CA 95814 CONTRIBUTING EMPLOYER CA N/A C 0 SODEXO - BRUCEVILLE PO BOX 352 BUFFALO NY 14240 CONTRIBUTING EMPLOYER NY N/A C 0 SODEXO - MORSE PO BOX 352 BUFFALO NY 14240 CONTRIBUTING EMPLOYER NY N/A C 0 SSP AMERICA 20408 BASHON DR SUITE 300 ASHBURN VA 20147 CONTRIBUTING EMPLOYER VA N/A C 0 SUTTER CLUB INC 1220 9TH STREET SACRAMENTO CA 958144897 CONTRIBUTING EMPLOYER CA N/A C 0 SUTTER HOUSE 1100 H STREET SACRAMENTO CA 95814 CONTRIBUTING EMPLOYER CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1