2025-02-08T14:18:10-06:00 2024-03-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2023-04-01 941645611 SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES WELFARE FUND % BENESYS SANF 9253987060 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 MICHAEL CASEY CHAIRMAN 9253987060 2025-02-07 true true Mark E Flanagan P02188012 4159563600 2023 2025-03-06 01:10:19Z MICHAEL CASEY 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 178987119 false X N/A X 1958 CA TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 10 0 0 0 0 0 143847793 174683871 1016204 2233814 101 0 144864098 176917685 0 0 139145605 142096316 378312 408964 0 0 0 2154297 2451580 141678214 144956860 3185884 31960825 83902080 121320364 30984680 34430241 52917400 86890123 TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS. false false TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS. 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 X 12 0 true 10 true false false false false false false false false false X 8 8 false true false false false false false true false false false false false true true false false false X BENESYS 9253987060 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 X LOUISE RUSH EMPLOYEE 40.0 0.0 X 110000 0 0 ANAND SINGH TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL CASEY CHAIRMAN 5.0 0.0 X X 0 0 0 IAN LEWIS TRUSTEE 5.0 0.0 X 0 0 0 KIM WIRSHING TRUSTEE 5.0 0.0 X 0 0 0 DOUGLAS CORNFORD SECRETARY 5.0 0.0 X X 0 0 0 ROBERT BERGER TRUSTEE 5.0 0.0 X 0 0 0 DEAN LEHR TRUSTEE 5.0 0.0 X 0 0 0 RUSSELL MELARAGNI TRUSTEE 5.0 0.0 X 0 0 0 110000 0 0 1 false false false RAEL LETSON CONSULTING 127050 BENESYS INC PLAN ADMINISTRATION 1064188 2 0 EMPLOYER CONTRIBUTIONS 900099 174303472 174303472 0 0 EMPLOYEE CONTRIBUTIONS 900099 380350 380350 LIQUIDATED DAMAGES 900099 49 49 174683871 2265730 2265730 0 0 0 0 0 2037518 2069434 -31916 -31916 -31916 0 0 0 0 0 0 0 0 0 0 176917685 174683871 0 2233814 0 0 0 142096316 0 0 408964 0 0 0 1090480 56318 36800 0 0 129126 384062 0 12949 72715 0 24012 0 0 0 0 0 0 32958 CLAIMS ADMINISTRATION 445944 PRINTING & POSTAGE 116977 PAYROLL COMPLIANCE AUDIT FEES 19447 MISCELLANEOUS 29792 144956860 1682856 24621744 22390767 27726090 0 0 13337098 16331146 0 0 0 0 0 0 0 0 56488 3108817 0 0 41881404 44833187 4070922 4302257 0 0 0 0 482545 397123 83902080 121320364 10079553 1093853 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20905127 33336388 30984680 34430241 X 0 0 0 0 52917400 86890123 52917400 86890123 83902080 121320364 31960825 2011898 X X false true X true false 0 CLAIMS INCURRED BUT NOT REPORTED 3026657 DUE TO OTHER FUNDS 6609731 GROUP INSURANCE PREMIUMS PAYABLE 23700000 33336388 X 178800457 2011898 2011898 176788559 129126 129126 176917685 138234927 138234927 129126 6592807 6721933 144956860 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 RECOGNIZE 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 - OTHER ADJUSTMENTS: NET CHANGE IN BENEFIT OBLIGATION $6,592,807 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE CHAIR AND CO-CHAIR ARE PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO SIGNING. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMNS E AND F: TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE TAX FORMS FILED WITH THE IRS BY THE RELATED ORGANIZATIONS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. SF CULINARY BARTENDERS & SVC EES PENS 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 946118925 PENSION BEN. CA 401A NA false SF CULINARY BARTENDERS & SVC EES LEGAL 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 946625180 LEGAL BEN. CA 501(C)(9) NA false SF HOTEL RESTAURANT LM EDU 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 237103043 TRAINING BEN. CA 501(c)(5) NA false SEE PART VII false false false false false false false false false false true false false false false false true false true PART IV: THE FILING ORGANIZATION PROVIDES LEGAL SERVICES BENEFITS TO ELIGIBLE EMPLOYEES. AS OF MARCH 31, 2024, THERE ARE APPROXIMATELY 95 CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS, 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 COULD NOT BE REASONABLY OBTAINED. PART V: EXPLANATION OF TRANSACTIONS WITH RELATED ORGANIZATIONS SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES WELFARE FUND HOLDS THE TRANSIT ACCOUNT THAT COLLECTS CONTRIBUTIONS ON BEHALF OF THE PLANS. THEY ARE TRANSFERRED ON A MONTHLY BASIS TO THE OTHER FUNDS. SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES WELFARE FUND ALSO PAYS ALL COMMON EXPENSES, THEY ARE THEN ALLOCATED PER THE EXPENSE POLICY AND REIMBURSED BY THE OTHER FUNDS.