2025-11-17T17:38:52-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946535777 SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES LEGAL FUND % WELFARE & PENSION ADMIN SERV SOUT 2064417574 PO BOX 34203 SEATTLE WA 98124 ENRIQUE FERNANDEZ CHAIRMAN 2064417574 2025-11-10 true true ALBERT LEECH P01797541 9252779100 2024 2025-03-06 01:10:19Z ENRIQUE FERNANDEZ PO BOX 34203 SEATTLE WA 98124 343508 false X www.southbayheretrust.com X 1958 CA PROVIDE LEGAL SERVICES TO THE MEMBERS OF THE PARTICIPATING UNION LOCALS' COLLECTIVE BARGAINING UNITS WITHIN THE HOTEL, RESTAURANT AND RELATED INDUSTRIES. 8 0 0 0 0 0 0 0 35996 40093 33519 44250 0 0 69515 84343 0 0 55000 77750 0 0 0 0 0 40001 44213 95001 121963 -25486 -37620 1277779 1295826 11721 31291 1266058 1264535 X PROVIDE LEGAL SERVICES TO THE MEMBERS OF THE PARTICIPATING UNION LOCALS' COLLECTIVE BARGAINING UNITS WITHIN THE HOTEL, RESTAURANT AND RELATED INDUSTRIES. false false PROVIDED LEGAL SERVICES TO THE MEMBERS OF THE PARTICIPATING UNION LOCALS' COLLECTIVE BARGAINING UNITS WITHIN THE HOTEL, RESTAURANT AND RELATED INDUSTRIES. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 7 0 true 0 false false false false false false false false X 8 0 false true false false false false false true false false false true false false true true false false false CA X WELFARE PENSION ADMIN SERV 2064417574 7525 SE 24TH ST STE 200 MERCER ISLAND WA 98040 X ENRIQUE FERNANDEZ TRUSTEE-CHAIRMAN 0.1 0.0 X 0 0 0 John southwell TRUSTEE-SECRETARY 0.1 0.0 X X 0 0 0 ROSA RODRIGUEZ TRUSTEE 0.1 0.0 X X 0 0 0 sarah julian TRUSTEE 0.1 0.0 X 0 0 0 Raquel Alvarez TRUSTEE 0.1 0.0 X 0 0 0 JIM BEARD TRUSTEE 0.1 0.0 X 0 0 0 CATHERINE HENDRICKS ALTERNATE 0.1 0.0 X 0 0 0 TANYA FLEMING TRUSTEE 0.1 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 40093 40093 40093 34565 34565 0 0 0 0 0 268850 259165 9685 9685 9685 0 0 0 0 0 0 0 0 0 0 84343 40093 0 44250 0 0 0 77750 0 0 0 0 0 0 18780 4800 9926 0 0 5719 0 0 1184 0 0 0 355 0 408 0 0 0 3041 121963 13055 0 0 0 0 0 10600 12735 0 0 0 0 0 0 0 0 1218 1163 0 0 1252906 1281928 0 0 0 0 0 0 0 0 1277779 1295826 11012 30582 0 0 0 0 0 0 0 0 0 0 0 0 0 0 709 709 11721 31291 X 0 0 0 0 1266058 1264535 1266058 1264535 1277779 1295826 -37620 36097 X X false true X true false 0 DUE TO RELATED PARTY 709 709 X 114721 36097 36097 78624 5719 5719 84343 116244 116244 5719 5719 121963 PART X, LINE 2: Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Fund and to recognize a tax liability if the Fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Fund and has concluded that, as of December 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Fund is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH WELFARE & PENSION ADMINISTRATION SERVICE, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE BOARD OF TRUSTEES DOES NOT CURRENTLY HAVE SUB-COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B: AFTER COMPLETION OF THE FORM 990 BY TAX FIRM, IT WILL BE REVIEWED BY THE ADMIN OFFICE (TPA), AND THE REVIEWED VERSION WILL BE SENT TO THE CHAIR FOR REVIEW PRIOR TO OBTAINING SIGNATURE PRIOR TO FILING. ALL OTHER TRUSTEES WILL HAVE THE OPPORTUNITY TO REVIEW AFTER FILING HAS BEEN COMPLETED. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO THE TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, WELFARE & PENSION ADMINISTRATION SERVICE, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. South Bay HERE Training Fund PO Box 34203 Seattle WA 98124 946535776 Training prog CA 501(C)(9) N/A NA false South Bay HERE Welfare Fund PO Box 34203 Seattle WA 98124 946080365 H&W Benefits CA 501(C)(9) N/A NA false Hotel Employees Restaurant Employees Lo 2302 Zanker Road San Jose CA 95131 942300756 Union CA 501(C)(5) N/A nA false false false false false false false false false false false false false false false true true false false FORM 990, SCHEDULE R, PART VII: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 17 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. BAY 101 CLUB DOUBLETREE HOTEL SJ ESP FACILITY SERVICE FOURTH STREET BOWL HERE LOCAL 19 HOLIDAY INN SJ AIRPORT HOST INTERNATIONAL INC HOTEL DE ANZA HYATT PLACE SAN JOSE MARRIOTT SAN JOSE ORIGINAL JOE'S/T.MULFO SAN JOSE HILTON & TOWE SANTA CLARA HILTON SIGNIA SAN JOSE SODEXO, INC TEAM SAN JOSE THE WESTIN SAN JOSE