2026-07-17T13:21:37-05:00 2025-09-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-10-01 332011260 SEIU LOCAL 1 & BOMACHICAGO TRAINING AND LEGAL FUND SEIU 3122338800 200 EAST RANDOLPH ST 1500 CHICAGO IL 60601 MAXIMILIAN GERBOC TRUSTEE 3122338800 2026-07-17 1 0 DANIELLE M TYLER P01433924 3123680500 2026-07-17 2024 2025-03-06 01:10:19Z X MAXIMILIAN GERBOC 200 EAST RANDOLPH ST 1500 CHICAGO IL 60601 1821912 0 X SEIU1BENFUNDS.ORG X 2024 IL TO PROVIDE TRAINING AND LEGAL BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 1. ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN SEIU LOCAL 1 AND BOMA/CHICAGO. 6 3 0 0 0 0 0 1799103 22809 0 1821912 0 37879 0 0 0 189919 227798 1594114 1594114 0 1594114 TO PROVIDE TRAINING AND LEGAL BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 1. ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN SEIU LOCAL 1 AND BOMA/CHICAGO. 0 0 TO PROVIDE TRAINING AND LEGAL BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 1. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X MARIA PIZARRO - FUND ADMINISTRATOR 3122338800 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 X KENNETH MUNZ TRUSTEE 2.00 40.00 X 0 150171 47174 MAXIMILIAN GERBOC TRUSTEE 2.00 40.00 X 0 117640 40355 MONIKA TALBI TRUSTEE 2.00 40.00 X 0 111840 39136 JENNY HOSMON TRUSTEE 2.00 0.00 X 0 0 0 JOHN ROWLEY TRUSTEE 2.00 0.00 X 0 0 0 VIVIAN OROZCO TRUSTEE 2.00 0.00 X 0 0 0 MARIA PIZARRO FUND ADMINISTRATOR 2.00 40.00 X 0 228852 73856 0 608503 200521 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1797637 1797637 LIQUIDATED DAMAGES 900099 1466 1466 1799103 22809 22809 1821912 1799103 0 22809 X 37879 21750 7500 40610 10807 6478 1472 8820 REIMBURSEMENT FOR SHARE 92482 227798 50989 1487154 30854 25117 0 1594114 0 0 X 0 0 0 0 0 1594114 0 1594114 0 1594114 1594114 0 X X 0 1 X 1 0 0 X 1821912 0 1821912 0 1821912 227798 0 227798 0 227798 PART X, LINE 2: THE PLAN IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 KENNETH MUNZ TRUSTEE 0 147470 0 0 0 2701 0 30969 0 16205 0 197345 0 0 MAXIMILIAN GERBOC TRUSTEE 0 115000 0 0 0 2640 0 24150 0 16205 0 157995 0 0 MONIKA TALBI TRUSTEE 0 109200 0 0 0 2640 0 22932 0 16204 0 150976 0 0 MARIA PIZARRO FUND ADMINISTRATOR 0 228852 0 0 0 0 0 57628 0 16228 0 302708 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FUND ADMINISTRATOR IS RESPONSIBLE FOR THE REVIEW AND FILING OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE TRAINING AND LEGAL FUND THAT THE EXISTENCE OF A POTENTIAL CONFLICT BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT IS THE CONTINUING RESPONSIBILITY OF FUND PERSONNEL AND THE BOARD OF TRUSTEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE FUND ADMINISTRATOR OR, IF APPROPRIATE, TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, LINE 1A THE FUND ADMINISTRATOR OF THE TRAINING AND LEGAL FUND IS ALSO THE FUND ADMINISTRATOR OF THE RELATED SEIU LOCAL 1 & PARTICIPATING EMPLOYER HEALTH TRUST (HEALTH TRUST). THE HEALTH TRUST IS REIMBURSED BY THE TRAINING & LEGAL FUND FOR THE ALLOCATED PORTION OF SALARY, FRINGE BENEFITS AND PAYROLL TAXES OF THE FUND ADMINISTRATOR AND OTHER TRAINING AND LEGAL FUND SHARED EMPLOYEES. FORM 990, PART IX, LINE 11G CONSULTANT FEES 40,610. FORM 990, PART XII, LINE 1: THE ORGANIZATION'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING. REVENUE AND THE RELATED ASSETS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED, EXCEPT FOR PREPAID EXPENSES AND AMOUNTS DUE TO/FROM RELATED ORGANIZATIONS. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE OVERSIGHT OF THE AUDIT IS PERFORMED BY THE FUND ADMINISTRATOR. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 366486542 PROVIDE RETIREMENT AND DEATH BENEFITS IL 401(A) N/A N/A 0 SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 362857218 PROVIDE HEALTH BENEFITS IL 501(C)(9) N/A N/A 0 SERVICE EMPLOYEES' LOCAL NO 1 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 360899855 LABOR UNION IL 501(C)(5) N/A N/A 0 INTER UNION OPER ENG L150 CONTRIBUTING EMPLOYER 0 A & R JANITORIAL SRVCS CONTRIBUTING EMPLOYER 0 ABM JANITORIAL SERVICES CONTRIBUTING EMPLOYER 0 ADVANCED BUILDING MAINTENANCE CONTRIBUTING EMPLOYER 0 ALLIED JANITORIAL CONTRIBUTING EMPLOYER 0 APACHE CO CONTRIBUTING EMPLOYER 0 ARAMARK MCCORMICK CONTRIBUTING EMPLOYER 0 B & C SERVICES OF IL CONTRIBUTING EMPLOYER 0 BERGER REALTY GROUP CONTRIBUTING EMPLOYER 0 BMS OF CHICAGO LLC CONTRIBUTING EMPLOYER 0 BONA FIDE CONGLOMERATE INC CONTRIBUTING EMPLOYER 0 BOYE JANITORIAL SERVICES CONTRIBUTING EMPLOYER 0 BUSY BEAVER INC CONTRIBUTING EMPLOYER 0 C&W SERVICES CONTRIBUTING EMPLOYER 0 CHICAGO MANAGEMENT PERSON CONTRIBUTING EMPLOYER 0 CITY WIDE JANI INC CONTRIBUTING EMPLOYER 0 CLORICA MANAGEMENT CORP CONTRIBUTING EMPLOYER 0 CONGREGATION RODFEI ZEDEK CONTRIBUTING EMPLOYER 0 CRESCENT CLEANING CO CONTRIBUTING EMPLOYER 0 CTU FOUNDATION CONTRIBUTING EMPLOYER 0 CUSHMAN & WAKEFIELD CONTRIBUTING EMPLOYER 0 DE PAUL UNIVERSITY CONTRIBUTING EMPLOYER 0 DIAMOND 7 ENTERPRISES INC CONTRIBUTING EMPLOYER 0 DIVERSE FAC SOLUTIONS CONTRIBUTING EMPLOYER 0 DUST EM CLEAN MTCE CONTRIBUTING EMPLOYER 0 EBM INC CONTRIBUTING EMPLOYER 0 ECO CLEAN MAINTENANCE CONTRIBUTING EMPLOYER 0 ENVIRONMENTAL SERVICE SYSTEMS CONTRIBUTING EMPLOYER 0 FIELDS JANITORIAL SER INC CONTRIBUTING EMPLOYER 0 GDI SERVICES CONTRIBUTING EMPLOYER 0 GLOBETROTTERS INT'L INC CONTRIBUTING EMPLOYER 0 HARD SURFACE FINISHERS CONTRIBUTING EMPLOYER 0 HARVARD MAINTENANCE CONTRIBUTING EMPLOYER 0 INNOVATIVE FACILITY SRVCS CONTRIBUTING EMPLOYER 0 INTER CAPITAL REALTY CO CONTRIBUTING EMPLOYER 0 IREP US CORP CONTRIBUTING EMPLOYER 0 ISS CONTRIBUTING EMPLOYER 0 ISS FACILITY SERVICES CONTRIBUTING EMPLOYER 0 JALMEX INC CONTRIBUTING EMPLOYER 0 JEWISH FED OF METRO CHGO CONTRIBUTING EMPLOYER 0 MAINT ENGINEERING GSF CONTRIBUTING EMPLOYER 0 MARC REALTY CONTRIBUTING EMPLOYER 0 MCDONAGH DEMOLITION CONTRIBUTING EMPLOYER 0 MELGAR FACILITY MTCE CONTRIBUTING EMPLOYER 0 MERCHANDISE MART PROP INC CONTRIBUTING EMPLOYER 0 MIDWAY BUILDING SERV LTD CONTRIBUTING EMPLOYER 0 MILLENNIAL ENTERPRISES CONTRIBUTING EMPLOYER 0 MONTAUK COMPANY CONTRIBUTING EMPLOYER 0 NATIONWIDE JANITORIAL SERVICES INC CONTRIBUTING EMPLOYER 0 PERFORMANCE CLEAN CONTRIBUTING EMPLOYER 0 RIDGE MAINTENANCE GROUP CONTRIBUTING EMPLOYER 0 RIVERWOOD CLEANING CONTRIBUTING EMPLOYER 0 RJB PROPERTIES INC CONTRIBUTING EMPLOYER 0 ROOSEVELT UNIVERSITY CONTRIBUTING EMPLOYER 0 RR & R CONTRIBUTING EMPLOYER 0 S&A CLEANING SERVICES CONTRIBUTING EMPLOYER 0 SBM MANAGEMENT SERVICES CONTRIBUTING EMPLOYER 0 SCRUB INC CONTRIBUTING EMPLOYER 0 SMITH MAINTENANCE CO CONTRIBUTING EMPLOYER 0 SODEXO INC CONTRIBUTING EMPLOYER 0 TFG NATIONAL HEALTHCARE RESOURCES CONTRIBUTING EMPLOYER 0 THE STONE GROUP CONTRIBUTING EMPLOYER 0 TOLEDO BUILDING SERVICES CONTRIBUTING EMPLOYER 0 TOTAL FACILITY MAINT INC CONTRIBUTING EMPLOYER 0 TOTAL MAINTENANCE MGMT CONTRIBUTING EMPLOYER 0 TOTAL MAINTENANCE SERVICES LLC CONTRIBUTING EMPLOYER 0 TOTAL SERVICES LLC CONTRIBUTING EMPLOYER 0 TRANSWESTERN CONTRIBUTING EMPLOYER 0 TWIN CLEANING PROF INC CONTRIBUTING EMPLOYER 0 TWIN CLEANING PROF INC AIRPORT CONTRIBUTING EMPLOYER 0 UG2 CONTRIBUTING EMPLOYER 0 UNITED MAINTENANCE CO CONTRIBUTING EMPLOYER 0 VARGAS GROUP LTD CONTRIBUTING EMPLOYER 0 WE'RE CLEANING CONTRIBUTING EMPLOYER 0 WEST SIDE REALTY L705 CONTRIBUTING EMPLOYER 0 ZENITH FACILITY SERVICES CONTRIBUTING EMPLOYER 0 A & A MAINTENANCE CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 FORM 990, SCHEDULE R, PART IV THE TRAINING AND LEGAL FUND IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). CONTRIBUTING EMPLOYERS OF THE TRAINING AND LEGAL FUND ARE LISTED IN PART IV OF SCHEDULE R.