UNITEHERE LEGAL PLAN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITEHERE LEGAL PLAN (EIN 36-3344005)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-01-13
- IRS object ID
- 202530159349300113
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-13T09:58:15-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACNELL ACCOUNTING & CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1153 SOUTH LEE ST UNIT 137 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363344005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITE HERE LEGAL PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3126491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 BUTTERFIELD ROAD SUITE 208E | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOU WEEKS | PersonNm |
| Person Title | CHAIRMAN & TRUSTEE | PersonTitleTxt |
| Phone | 3126491200 | PhoneNum |
| Signature | 2025-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN G BOYLE | PreparerPersonNm |
| PTIN | P01637205 | PTIN |
| Phone | 8476753100 | PhoneNum |
| Preparation | 2025-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOU WEEKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 DEPOT STREET 1-C | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,653,395 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE LEGAL SERVICES TO ELIGIBLE PARTICIPANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,801,669 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,234,761 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,892 | PYInvestmentIncomeAmt |
| CY Investment Income | $168,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,825,561 | PYTotalRevenueAmt |
| CY Total Revenue | $3,403,427 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $675,000 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,917,582 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $243,434 | PYOtherExpensesAmt |
| CY Other Expenses | $258,549 | CYOtherExpensesAmt |
| PY Total Expenses | $918,434 | PYTotalExpensesAmt |
| CY Total Expenses | $2,176,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,907,127 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,227,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,089,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,578,468 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $221,192 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,063,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,357,276 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE COVERED LEGAL SERVICE BENEFITS FOR ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE COVERED LEGAL SERVICE BENEFITS FOR ELIGIBLE PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA SZATKOWSKI ZENITH ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 BUTTERFIELD ROAD SUITE 208E | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KAREN KENT | ||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| ARNOLD KARR | ||||||
| FORMER CHAIRMAN & EMPLOYER TRUSTE | 2.00 | Yes (X) | $15,000 | $0 | $0 | |
| RUSS MELARAGNI | ||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY LALLY | ||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS WEEKS | ||||||
| CHARIMAN & UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| ALFONSO GARCIA | ||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $133,047 | $38,021 |
| PETER SIMONCELLI | ||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $133,047 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,021 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGES & SYNOWIECKI LTD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 S CLARK STREET 400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICE PROVIDER | ServicesDesc |
| Compensation | $1,310,938 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $3,213,313 | $3,213,313 |
| EMPLOYER PAYROLL AUDIT | 900099 | $21,448 | $21,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,234,761 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,614 | TotalRevenueColumnAmt |
| Exclusion | $168,614 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $250,020 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $249,968 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52 | TotalRevenueColumnAmt |
| Exclusion | $52 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,403,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,234,761 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $168,666 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,917,582 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,561 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,275 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,480 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,546 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,837 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Total | $350 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,131 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,466,019 | BOYAmt |
| EOY | $4,771,569 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,060 | BOYAmt |
| EOY | $312,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,814 | BOYAmt |
| EOY | $483,442 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,161 | BOYAmt |
| EOY | $11,392 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,089,054 | BOYAmt |
| EOY | $5,578,468 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,393 | BOYAmt |
| EOY | $221,192 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,393 | BOYAmt |
| EOY | $221,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,063,661 | BOYAmt |
| EOY | $5,357,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,063,661 | BOYAmt |
| EOY | $5,357,276 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,089,054 | BOYAmt |
| EOY | $5,578,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,227,296 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $66,319 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,420,266 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $66,319 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $66,319 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,353,947 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,480 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,480 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,403,427 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,126,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,126,651 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,480 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,480 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,176,131 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MARCH 31, 2024, THERE WERE 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFONSO GARCIA | PersonNm |
| Title | UNION TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $129,088 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $3,959 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $27,744 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $10,277 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $171,068 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ZENITH AMERICAN SOLUTIONS IS THE THIRD PARTY ADMINISTRATOR OF THE UNITE HERE LEGAL PLAN AND PROVIDES ALL ADMINISTRATIVE AND FINANCIAL OPERATIONS OF THE PLAN. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND HAS NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY MACNELL ACCOUNTING & CONSULTING, LLP AND REVIEWED BY THE PLAN'S OUTSIDE ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC., ON DECEMBER 16, 2024. THE TRUSTEES WERE THEN PROVIDED A COPY OF THE FORM 990 AND THEIR REVIEW WAS COMPLETED BEFORE THE FORM 990 WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN AN ISSUE OR MATTER COMES UNDER CONSIDERATION BY THE BOARD OF TRUSTEES, THE PERSON INVOLVED IS REQUIRED TO DISCLOSE PROMPTLY TO THE CHAIRMAN THE EXISTENCE OF ANY BUSINESS RELATIONSHIP WITH THE FUND. THE TRUSTEES DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND DETERMINE AN ACTION THAT IS FAIR AND IN THE BEST INTEREST OF THE FUND. MEMBERS WITH A CONFLICT OF INTEREST ARE RESTRICTED FROM VOTING OR USING THEIR PERSONAL INFLUENCE TO BENEFIT THEMSELVES OR A FAMILY MEMBER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH WRITTEN REQUEST OR THROUGH OFFICE VISIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| UNITE HERE LOCAL 450 | ||||||||
| 5600 N RIVER ROAD SUITE 800 | ROSEMONT | IL | 60018 | 360776855 | LABOR UNION | IL | 501(C)(5) | 0 |
| UNITE-HERE LOCAL 1 | ||||||||
| 218 S WABASH 700 | CHICAGO | IL | 60604 | 363185986 | LABOR UNION | IL | 501(C)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (64 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ALLEGRO HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| AMALFI HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| AMBASSADOR CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| CHICAGO HILTON AND TOWERS | |
| CONTRIBUTING EMPLOYER | 0 |
| CROWNE PLAZA CHICAGO METRO | |
| CONTRIBUTING EMPLOYER | 0 |
| CROWNE PLAZA O'HARE | |
| CONTRIBUTING EMPLOYER | 0 |
| DOUBLE TREE CHICAGO MAGNIFIENT | |
| CONTRIBUTING EMPLOYER | 0 |
| DOUBLETREE HOTEL CHICAGO OAKBROOK | |
| CONTRIBUTING EMPLOYER | 0 |
| DOUBLETREE HOTEL CHICAGO OAKBROOK | |
| CONTRIBUTING EMPLOYER | 0 |
| DOUBLETREE HOTEL ROSEMONT | |
| CONTRIBUTING EMPLOYER | 0 |
| DRAKE HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| EMBASSY SUITES ROSEMONT | |
| CONTRIBUTING EMPLOYER | 0 |
| ESSEX INN - HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| FAIRMONT HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| GIBSON'S STEAK HOUSE | |
| CONTRIBUTING EMPLOYER | 0 |
| GODFREY HOTEL CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| HAMPTON INN & HOMEWOOD SUITES | |
| CONTRIBUTING EMPLOYER | 0 |
| HAMPTON INN & HOMEWOOD SUITES WESTLP | |
| CONTRIBUTING EMPLOYER | 0 |
| HARRY CARAY'S RESTAURANT | |
| CONTRIBUTING EMPLOYER | 0 |
| HILTON CHICAGO O'HARE AIRPORT | |
| CONTRIBUTING EMPLOYER | 0 |
| HILTON ROSEMONT | |
| CONTRIBUTING EMPLOYER | 0 |
| HOLIDAY INN CHICAGO DOWNTOWN | |
| CONTRIBUTING EMPLOYER | 0 |
| HOMEWOOD STUITES CHICAGO DWNTWN | |
| CONTRIBUTING EMPLOYER | 0 |
| HOTEL BLAKE | |
| CONTRIBUTING EMPLOYER | 0 |
| HYATT REGENCY CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| HYATT REGENCY MCCORMICK PLACE | |
| CONTRIBUTING EMPLOYER | 0 |
| HYATT REGENCY O'HARE | |
| CONTRIBUTING EMPLOYER | 0 |
| HYATT ROSEMONT | |
| CONTRIBUTING EMPLOYER | 0 |
| HYDE PARK HOSPITALITY HILTON O'HARE | |
| CONTRIBUTING EMPLOYER | 0 |
| JW MARRIOTT CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| JW MARRIOTT CHICAGO HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| L7 CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| LEVY NAVY PIER | |
| CONTRIBUTING EMPLOYER | 0 |
| LOEW'S CHICAGO O'HARE HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| LONDON HOUSE | |
| CONTRIBUTING EMPLOYER | 0 |
| MARRIOTT MARQUIS CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLINEUM KNICKERBOCKER HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| PALMER HOUSE | |
| CONTRIBUTING EMPLOYER | 0 |
| PARK HYATT CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| PARK HYATT HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| RAFFAELLO HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| RESIDENCE INN CHICAGO DOWNTOWN | |
| CONTRIBUTING EMPLOYER | 0 |
| RITZ CARLTON HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| RITZ CARLTON HOUSE | |
| CONTRIBUTING EMPLOYER | 0 |
| ROYAL SONESTA CHGO RIVERFRONT | |
| CONTRIBUTING EMPLOYER | 0 |
| ROYAL SONESTA RIVERNORTH | |
| CONTRIBUTING EMPLOYER | 0 |
| ROYAL SONESTA RIVERNORTHSABLE | |
| CONTRIBUTING EMPLOYER | 0 |
| RUPRECHT COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| SAVOR CHICAGO MCCORMICK PLACE | |
| CONTRIBUTING EMPLOYER | 0 |
| SHERATON CHGO HOTEL & TOWERS | |
| CONTRIBUTING EMPLOYER | 0 |
| SHERATON CHICAGO O'HARE | |
| CONTRIBUTING EMPLOYER | 0 |
| SHERATON HOTEL & TOWERS | |
| CONTRIBUTING EMPLOYER | 0 |
| SHULA'S RESTAURANT | |
| CONTRIBUTING EMPLOYER | 0 |
| STARWOOD-W CHICAGO LSD HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| STAYPINEAPPLE CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| THE BELDEN STRATFORD | |
| CONTRIBUTING EMPLOYER | 0 |
| THE BLACKSTONE HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| THE CHICAGO HOTEL COLLECTION | |
| CONTRIBUTING EMPLOYER | 0 |
| THE GRAY HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| W CHICAGO CITY CENTER | |
| CONTRIBUTING EMPLOYER | 0 |
| WALDORF ASTORIA CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| WARWICK ALLERTON HOTEL CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| WESTIN CHICAGO RIVER NORTH | |
| CONTRIBUTING EMPLOYER | 0 |
| WESTIN HOTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |