2024-04-29T10:38:04-05:00 2023-07-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2022-08-01 131531223 NY HOTEL TRADES COUNCIL & AFFILIATED LOCALS STAFF INSURANCE FUND NYHO 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 DR DAVID JACOBSON TRUSTEE 2125866400 2024-04-29 1 DR DAVID JACOBSON 999009999 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR DAVID JACOBSON 305 WEST 44TH STREET NEW YORK NY 10036 11383203 0 X N/A X 1945 NY TO PROVIDE MEDICAL INSURANCE AND OTHER BENEFITS. 5 0 0 0 0 0 0 0 9190278 11150238 334378 214394 0 18571 9524656 11383203 0 0 9842378 9729105 120351 166664 0 0 0 351415 418366 10314144 10314135 -789488 1069068 10567039 11950314 503450 711542 10063589 11238772 TO PROVIDE HOSPITALIZATION AND RELATED MEDICAL BENEFITS TO EMPLOYEES OF THE HOTEL TRADES COUNCIL AND AFFILIATED ORGANIZATIONS. 0 0 TO PROVIDE HOSPITALIZATION AND RELATED MEDICAL BENEFITS TO EMPLOYEES OF THE HOTEL TRADES COUNCIL AND AFFILIATED ORGANIZATIONS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X NY HOTEL TRADES COUNCIL & HOTEL ASSOCIATION 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 ALYSSA TRAMPOSCH TRUSTEE 0.10 0.60 X 0 60753 31440 AMY BOKERMAN TRUSTEE 0.10 0.60 X 0 195547 101196 RICHARD MAROKO TRUSTEE 0.10 0.60 X 0 228541 118270 JOHN HEIM TRUSTEE 0.10 39.70 X 0 482305 218599 DR DAVID JACOBSON TRUSTEE 0.10 39.90 X 0 1268386 525171 0 2235532 994676 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 10999175 10999175 PARTICIPANTS CONTRIBUTIONS 900099 149362 149362 MEDICARE RECEIPTS 900099 1701 1701 11150238 214394 214394 FORGIVENESS OF PPP LOAN 900099 18571 18571 18571 11383203 11168809 0 214394 9729105 122726 34209 9729 383209 576 9000 4500 7090 9907 4084 10314135 199570 1237545 118339 132734 7152 17548 10241978 10562487 10567039 11950314 456932 659352 46518 52190 503450 711542 X 0 0 0 0 10063589 11238772 10063589 11238772 10567039 11950314 1069068 106115 0 X 0 1 X 0 0 0 DUE TO RELATED FUNDS 52190 52190 X 11489318 106115 106115 11383203 0 11383203 10096190 0 10096190 217945 217945 10314135 PART X, LINE 2: THE TRUST WAS ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN'S MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO OPERATE AS DESIGNED. 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 PLAN HAS TAKEN AN UNCERTAIN 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 JULY 31, 2023 THERE ARE NO UNCERTAIN 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 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS X 0 0 0 DR DAVID JACOBSON TRUSTEE 0 1268386 0 0 0 0 0 163681 0 361490 0 1793557 0 0 JOHN HEIM TRUSTEE 0 482305 0 0 0 0 0 81142 0 137457 0 700904 0 0 RICHARD MAROKO TRUSTEE 0 228541 0 0 0 0 0 53136 0 65134 0 346811 0 0 AMY BOKERMAN TRUSTEE 0 195547 0 0 0 0 0 45465 0 55731 0 296743 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FORWARDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES AT TRUSTEES' MEETINGS BY MAJORITY VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES A COPY OF ITS FINANCIAL STATEMENTS TO THE PUBLIC UPON WRITTEN REQUEST. NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PENSION FUND 305 WEST 44TH STREET NEW YORK NY 10036 131764242 TO PROVIDE RETIREMENT BENEFITS NY 401 (A) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC ITPSCHOLARSHIP FUND 305 WEST 44TH STREET NEW YORK NY 10036 136300270 TO PROVIDE INDUSTRY TRAINING & SCHOLARSHIPS NY 501(C)(3) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH CENTER INC 305 WEST 44TH STREET NEW YORK NY 10036 131595091 TO PROVIDE MEDICAL & SURGICAL CARE NY 501(C)(9) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS FUND 305 WEST 44TH STREET NEW YORK NY 10036 136126923 TO PROVIDE MEDICAL BENEFITS NY 501(C)(9) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC STAFF RETIREMENT PLAN 305 WEST 44TH STREET NEW YORK NY 10036 131912520 TO PROVIDE RETIREMENT BENEFITS NY 401 (A) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC 401(K) SAVINGS PLAN 305 WEST 44TH STREET NEW YORK NY 10036 134178178 TO PROVIDE RETIREMENT BENEFITS NY 401 (A) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PREPAID LEGAL SVCS FUND 305 WEST 44TH STREET NEW YORK NY 10036 133418414 TO PROVIDE LEGAL ASSISTANCE NY 501(C)(9) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC LMCTF 305 WEST 44TH STREET NEW YORK NY 10036 384105519 TO ENHANCE RELATIONSHIPS BETWEEN HOTEL OWNERS & OPERATORS & UNION EMPLOYEES NY 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH CENTER INC P 145944 COST ALLOCATION AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS INC P 13489 COST ALLOCATION AGREEMENT