2024-10-15T16:20:44-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 362941623 UNITE HERE LOCAL 25 & HOTEL ASSOCIATION OF WASHINGTON DC HEALTH & WELFARE FUND UNIT 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 PAUL SCHWALB TRUSTEE 4106836500 2024-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-14 2023 2024-10-15 13:58:12Z PAUL SCHWALB 911 RIDGEBROOK ROAD SPARKS MD 21152 5988808 0 X N/A X 1976 DC TO PROVIDE DENTAL, OPTICAL AND HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS 6 2 0 0 0 0 0 0 4287720 5955040 30866 33768 0 0 4318586 5988808 0 0 4122716 5214556 0 0 0 0 0 254407 265506 4377123 5480062 -58537 508746 1772340 2654861 12777 16308 1759563 2638553 TO PROVIDE DENTAL, OPTICAL AND HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 TO PROVIDE DENTAL, OPTICAL AND HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 6 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ASSOCIATED ADMINISTRATORS INC 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 JOHN BOARDMAN UNION TRUSTEE - CHAIRMAN 1.00 39.00 X 0 144816 38831 LINDA MARTIN UNION TRUSTEE 1.00 39.00 X 0 122215 33266 STEPHANIE STEER UNION TRUSTEE 1.00 39.00 X 0 100140 45410 SOLOMON KEENE EMPLOYER TRUSTEE - PRESIDE 1.00 40.00 X 0 361482 27129 SATINDER PALTA EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL D'ANGELO EMPLOYER TRUSTEE 1.00 X 0 0 0 0 728653 144636 0 0 1 0 ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK ROAD SPARKS MD 21152 ADMINISTRATION 190956 1 EMPLOYER CONTRIBUTIONS 525100 5951672 5951672 PARTICIPANT CONTRIBUTI 525100 3368 3368 5955040 33768 33768 5988808 5955040 0 33768 5214556 17811 25874 190956 13763 678 16424 5480062 322873 1141481 661516 670391 11886 13445 776065 829544 1772340 2654861 12777 16308 12777 16308 X 0 0 0 0 1759563 2638553 1759563 2638553 1772340 2654861 508746 19710 350534 0 X X 0 1 X 1 0 0 X 6008518 19710 19710 5988808 0 5988808 5480062 0 5480062 0 5480062 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS NOT TAKEN ANY POSITION THAT WOULD IMPEDE A FINDING BY THE IRS THAT THE TRUST FUNDING THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 0 0 0 SOLOMON KEENE EMPLOYER TRUSTEE - PRESIDE 0 299614 0 61868 0 0 0 0 0 27129 0 388611 0 0 JOHN BOARDMAN UNION TRUSTEE - CHAIRMAN 0 144816 0 0 0 0 0 20799 0 18032 0 183647 0 0 LINDA MARTIN UNION TRUSTEE 0 122215 0 0 0 0 0 24578 0 8688 0 155481 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S ADMINISTRATOR WHO THEN DISTRIBUTES THE RETURN TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: UNITE HERE LOCAL 25 & HOTEL ASSOCIATION OF WASHINGTON DC HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. UNITE HERE AND HOTEL ASSOCIATION OF WASHINGTON DC GROUP LEGAL SERVICES PLAN 911 RIDGEBROOK ROAD SPARKS MD 21152 366686313 GROUP LEGAL SERVICES FUND MD 501(C)(9) 0 UNITE HERE AND HOTEL ASSOCIATION OF WASHINGTON DC PENSION FUND 911 RIDGEBROOK ROAD SPARKS MD 21152 526051390 PENSION FUND MD 401(A) 0 HOSPITALITY INDUSTRY 401(K) PLAN 911 RIDGEBROOK ROAD SPARKS MD 21152 522231158 401(K) PLAN MD 401(K) 0 UNITE HERE LOCAL 25 901 K STREET NW SUITE 200 WASHINGTON DC 20001 521014965 LABOR UNION DC 501(C)(5) 0 HOTEL ASSOCIATION OF WASHINGTON DC INC 1201 NEW YORK AVENUE NW NO 601 WASHINGTON DC 20005 530085970 EMPLOYER ASSOCIATION DC 501(C)(6) 0 BEACON HOTEL CAPITAL HILTON CAPITOL SKYLINE HOTEL CHARLIE PALMER'S STEAK DC CONRAD HOTEL COURTYARD & RESIDENCE INN DOUBLETREE HOTEL CRYSTAL CITY EATON HOTEL EMBASSY SUITES HOTEL EMBASSY SUITESCHEVY CHASE GAYLORD RESORT HARRINGTON HOTEL HAY ADAMS HILTON EMBASSY SUITES CRYSTAL HILTON MCLEAN TYSONS CORNER HILTON NATIONAL MALL HILTON WASH EMBASSY ROW HILTON WASHDC CAPITAL HI HOTEL WASHINGTON HYATT REGENCY JEFFERSON HOTEL MADISON HOTEL MARRIOTT MARQUIS MGM RESORTS INTERNATIONAL MONACO HOTEL NATIONAL DEMOCRATIC NATIONAL PRESS OMNI-SHOREHAM HOTEL PHOENIX PARK POWERSCOURT RESTAURANT QUANTUM SERVICEHAY ADAMS RARE RESTAURANT RENAISSANCE MAYFLOWER ST REGIS WASHINGTON WASHINGTON HILTON WOODNER YOTEL WASHINGTON DC SALAMANDER HOTEL & RESORTS WALDORF ASTORIA UNITE HERE LOCAL 25 AC HOTEL HILTON CRYSTAL CITY REAGAN HISC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0