2025-11-17T21:13:29-06:00 2024-12-31 MILLER KAPLAN ARASE LLP 2101 4TH AVE STE 1830 SEATTLE WA 981212345 990 2024-01-01 477298200 SERVICE EMPLOYEES INTERNATIONAL UNION-LOCAL 721 SANTA ANA MEDICAL TRUST % ZENITH AMERICAN SOLUTIONS SERV 6267322100 200 S LOS ROBLES STE 320 PASADENA CA 91101 DAVID GREEN CHAIRMAN 6267322540 2025-11-17 true true Catalina Kirby P02018896 2065963930 2024 2025-03-06 01:10:19Z X DAVID GREEN 200 S LOS ROBLES STE 320 PASADENA CA 91101 218960 false X N/A X 2016 CA SEE SCHEDULE O 4 0 0 0 0 0 0 0 200000 200000 0 18960 0 0 200000 218960 0 0 18829 17781 0 0 0 0 0 72534 84997 91363 102778 108637 116182 1228418 1369959 2818 2263 1225600 1367696 X SEE SCHEDULE O false false SEE SCHEDULE O 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 0 0 0 false false false false false false false false 4 0 false false false false false false false true true false false true false false false false false false X ZENITH AMERICAN SOLUTIONS 6267322100 200 S LOS ROBLES STE 320 PASADENA CA 91101 X CHARLEY MIMS TRUSTEE 1.0 0.0 X 0 0 0 RENEE HERNANDEZ TRUSTEE 1.0 0.0 X 0 0 0 MONICA SUTER TRUSTEE 1.0 0.0 X 0 0 0 DAVID GREEN CHAIRMAN, TRUSTEE 1.0 0.0 X 0 0 0 Ruben Hernandez TRUSTEE 1.0 0.0 X 0 0 0 Nancy Robles TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 200000 200000 0 0 200000 18960 0 0 18960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 218960 200000 0 18960 X 0 0 0 17781 0 0 0 0 0 0 18000 16924 22500 0 0 1963 12732 0 6359 0 0 0 0 0 0 0 0 0 5611 PCORI FEES 908 102778 X 1226321 122213 0 0 0 0 0 2285 0 0 0 0 0 0 0 0 2097 1757 0 0 0 1243704 0 0 0 0 0 0 0 0 1228418 1369959 1061 694 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1757 1569 2818 2263 X 0 0 0 0 1225600 1367696 1225600 1367696 1228418 1369959 116182 25914 X false true X true 0 BENEFITS PAYABLE 1569 1569 X 244874 25914 25914 218960 218960 102966 102966 -188 -188 102778 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECONGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. 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: CHANGE IN BENEFIT OBLIGATIONS. PART 1, LINE 1 AND PART III, LINES 1 AND 4A: THIS TRUST IS ESTABLISHED AND SHALL BE UTILIZED FOR THE SOLE PURPOSE OF PAYING FOR OR PROVIDING HEALTH AND WELFARE BENEFITS INCLUDING, BUT NOT LIMITED TO, SICK ACCIDENT OR ANY OTHER SIMILAR BENEFITS AS THE TRUSTEES SHALL DETERMINE FOR ELIGIBLE PART-TIME EMPLOYEES OF THE CITY OF SANTA ANA AND THEIR SPOUSES. THESE BENEFITS MAY BE PROVIDED THROUGH REIMBURSEMENT OF COSTS ASSOCIATED WITH THE PURCHASE OF INSURANCE POLICIES. THE PURPOSE OF THIS TRUST SHALL ALSO BE DEEMED TO INCLUDE PAYING THE NECESSARY COSTS OF ADMINISTERING AND CONTINUING THIS TRUST AND ACCUMULATING NECESSARY RESERVES. PART VI, SECTION A, LINE 8B: THE PLAN DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: UPON RECEIPT OF FORM 990 THE FORM IS SUBMITTED TO THE CHAIRMAN AND TRUSTEES TO REVIEW. ONCE REVIEWED AND SIGNED THE FORM IS SUBMITTED FOR FILING. ADMINISTRATOR WILL MAINTAIN COPY FOR RECORDS. PART VI, LINE 19: THE TRUST AGREEMENT, PLAN DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE TRUST'S BENEFICIARIES UPON WRITTEN REQUEST. THE TRUST COMPLIES WITH ALL REQUIREMENTS UNDER THE TAX CODE RESPECTING MAINTENANCE OF AND PUBLIC ACCESS TO TAX FILINGS AND OTHER DOCUMENTS. PART VII, LINE 1A, COLUMNS (E) AND (F): THE BOARD OF TRUSTEES SERVE WITHOUT COMPENSATION. THE PLAN DOES NOT MAINTAIN THE INFORMATION ON COMPENSATION FROM RELATED ORGANIZATIONS BUT BELIEVES THAT SUCH COMPENSATION, IF ANY, IS APPROPRIATELY REPORTED ON THE RETURNS OF THOSE ORGANIZATIONS. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:12732 SEIU LOCAL 721 NA CITY OF SANTA ANA NA false false false false false false false false false false false false false false false false false false true