2026-02-18T12:51:49-06:00 2025-05-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-06-01 133418414 NY HOTEL TRADES COUNCIL & HOTEL ASSOC OF NYC INC PREPAID LEGAL SERVICES FUND NYHO 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 DR DAVID JACOBSON CHIEF EXECUTIVE OFFICER 2125866400 2026-02-18 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2024 2025-03-06 01:10:19Z DR DAVID JACOBSON 305 WEST 44TH STREET NEW YORK NY 10036 8688734 0 X HOTELFUNDS.ORG X 1987 NY TO PROVIDE LEGAL BENEFITS. 16 10 0 0 0 0 0 0 5866774 6203882 680501 1128673 0 0 6547275 7332555 0 0 3264983 3598652 354166 453614 0 0 0 762224 903804 4381373 4956070 2165902 2376485 21737015 24902695 178955 254730 21558060 24647965 TO PROVIDE LEGAL BENEFITS TO UNION MEMBERS OF THE NEW YORK HOTEL TRADES COUNCIL WORKING IN THE HOTEL INDUSTRY OF NEW YORK CITY. 0 0 PERSONAL LEGAL ASSISTANCE PROVIDED TO PARTICIPANTS IN THE HOTEL INDUSTRY IN NEW YORK CITY. 0 0 0 0 0 0 0 0 0 1 1 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 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X NY HOTEL TRADES CNCL & HOTEL ASSN 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 RICHARD MAROKO CO-CHAIRMAN 0.10 0.60 X 0 542945 380108 VIJAY DANDAPANI CO-CHAIRMAN 0.10 0.60 X 0 0 0 KUBA BROWN UNION TRUSTEE 0.10 0.60 X 0 24515 18161 VANESSA MEADE UNION TRUSTEE 0.10 0.60 X 0 334481 224693 AMY BOKERMAN UNION TRUSTEE 0.10 0.60 X 0 219155 143985 JOE MESSINEO UNION TRUSTEE 0.10 0.60 X 0 248286 162335 ALYSSA TRAMPOSCH UNION TRUSTEE 0.10 0.60 X 0 207249 135231 GEORGE GREENE EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 CHRIS ELKO EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 WEI HUANG EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 GUS CECCHINI EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 CLARA PELLERANO EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 STEVE BATTA EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 FRED GRAPSTEIN EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 JOSEPH DELLI SANTI EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 MICHAEL J D'ANGELO EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 DR DAVID JACOBSON CHIEF EXEC OFFICER 0.80 39.20 X 0 1745541 717761 JOHN J HEIM CHIEF FINAN OFFICER 1.40 38.60 X 0 506411 234500 0 3828583 2016774 0 0 1 0 AMERICAN LEGAL SERVICE 213 4TH STREET SUITE 100 DES MOINES IA 50309 LEGAL SERVICES 688426 1 EMPLOYER CONTRIBUTIONS 900099 6203882 6203882 6203882 665294 665294 1819558 1356179 463379 463379 463379 7332555 6203882 0 1128673 3598652 321822 106143 25649 688426 110921 13807 10708 16941 13722 7425 33482 683 6414 TELEPHONE 1275 4956070 357848 682703 1585364 1660132 501827 545101 536 3192 80624 74783 3039 5841 19188401 21905646 100000 100080 21737015 24902695 177522 249712 1433 5018 178955 254730 X 0 0 0 0 21558060 24647965 21558060 24647965 21737015 24902695 2376485 713420 0 X X 0 1 X 1 0 80624 74783 5841 5841 MUTUAL FUNDS 21905646 F 21905646 DUE TO RELATED FUNDS 5018 5018 X 8029326 713420 713420 7315906 16649 16649 7332555 4886961 0 4886961 16649 52460 69109 4956070 PART X, LINE 2: THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED OCTOBER 25, 1996, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF 501 (C) ( 9) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, THAT THE RELATED TRUST CONTINUES TO BE TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE EXAMINATIONS BY TAXING JURISDICTIONS; HOWEVER, MANAGEMENT BELIEVES THE PLAN HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS X 0 0 0 DR DAVID JACOBSON CHIEF EXEC OFFICER 0 1745541 0 0 0 0 0 220282 0 497479 0 2463302 0 0 RICHARD MAROKO CO-CHAIRMAN 0 542945 0 0 0 0 0 230798 0 149310 0 923053 0 0 JOHN J HEIM CHIEF FINAN OFFICER 0 506411 0 0 0 0 0 90173 0 144327 0 740911 0 0 VANESSA MEADE UNION TRUSTEE 0 334481 0 0 0 0 0 132711 0 91982 0 559174 0 0 JOE MESSINEO UNION TRUSTEE 0 248286 0 0 0 0 0 94056 0 68279 0 410621 0 0 AMY BOKERMAN UNION TRUSTEE 0 219155 0 0 0 0 0 83717 0 60268 0 363140 0 0 ALYSSA TRAMPOSCH UNION TRUSTEE 0 207249 0 0 0 0 0 78238 0 56993 0 342480 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 ROUTED 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 TRUSTEES AT BOARD MEETINGS BY MAJORITY VOTE. THE LEVEL OF COMPENSATION IS SET UP BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT OTHER BENEFIT FUNDS OF SIMILAR SIZE. THE ORGANIZATION DOCUMENTS THESE DELIBERATIONS AND DECISIONS IN THE MINUTES TO TRUSTEES MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES A COPY OF ITS FINANCIAL STATEMENTS TO THE PUBLIC BY WRITTEN REQUEST. FORM 990, PART XXI, LINE 2C THE BOARD OF TRUSTEES ARE IN CHARGE OF OVERSEEING FINANCIAL STATEMENTS AUDIT AND SELECTION OF INDEPENDENT AUDITORS. 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 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC ITP SCHOLARSHIP FUND 305 WEST 44TH STREET NEW YORK NY 10036 136300270 TO PROVIDE INDUSTRY TRAINING & SCHOLARSHIPS NY 501(C)(3) 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 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 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 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 0 NY HOTEL TRADES COUNCIL & AFFILIATED LOCALS STAFF INSURANCE FUND 305 WEST 44TH STREET NEW YORK NY 10036 131531223 TO PROVIDE MEDICAL INSURANCE & OTHER BENEFITS NY 501(C)(9) 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 0 HOTEL RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 709 8TH AVENUE NEW YORK NY 10036 130855926 TO PROVIDE UNION MEMBERS WITH REPRESENTATION IN ACCORDANCE WITH CBA NY 501(C)(5) N/A 0 NEW YORK HOTEL TRADES COUNCIL 707 8TH AVENUE NEW YORK NY 10036 131098484 TO NEGOTIATE & DEFEND COLLECTIVE BARGAINING AGREEMENTS ON BEHALF OF MEMBERS NY 501(C)(5) N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC CHILD CARE FUND 305 WEST 44TH STREET NEW YORK NY 10036 934762281 TO PROVIDE FREE OR SUBSIDIZED CHILD CARE NY 501(C)(3) 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 373363 COST ALLOCATION AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS FUND P 68596 COST ALLOCATION AGREEMENT