STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITEHERE LEGAL PLAN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITEHERE LEGAL PLAN (EIN 36-3344005)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-02-14
IRS object ID
202220459349302227
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-02-14T15:30:38-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN842726595PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACNELL ACCOUNTING & CONSULTING LLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18971 DANIELS CENTER DR 309AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33912ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363344005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITE HERE LEGAL PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3126491200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD SUITE 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARNOLD F KARRPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3126491200PhoneNum
Signature2022-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARNOLDPersonFirstNm
Person LastKARRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J CAPLICEPreparerPersonNm
PTINP00058427PTIN
Phone8476753100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerARNOLD F KARRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11228 DEPOT STREET 1-CAddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60025ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$654,451GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1983FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE LEGAL SERVICES TO ELIGIBLE PARTICIPANTSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,830,407PYProgramServiceRevenueAmt
CY Program Service Revenue$476,088CYProgramServiceRevenueAmt
PY Investment Income$35,034PYInvestmentIncomeAmt
CY Investment Income$17,769CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,865,441PYTotalRevenueAmt
CY Total Revenue$493,857CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,388,272PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$899,867CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$295,404PYOtherExpensesAmt
CY Other Expenses$216,965CYOtherExpensesAmt
PY Total Expenses$3,683,676PYTotalExpensesAmt
CY Total Expenses$1,116,832CYTotalExpensesAmt
PY Revenues Less Expenses$181,765PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$622,975CYRevenuesLessExpensesAmt
Total Assets BOY$2,286,193TotalAssetsBOYAmt
Total Assets EOY$1,179,959TotalAssetsEOYAmt
Total Liabilities BOY$624,418TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,224TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,661,775NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,145,735NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE COVERED LEGAL SERVICE BENEFITS FOR ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE COVERED LEGAL SERVICE BENEFITS FOR ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATALIE GIERMAN ZENITH ADMINISTRATORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126491200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD SUITE 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KAREN KENT
UNION TRUSTEE2.0040.00Yes (X)$0$0$0
ARNOLD KARR
CHAIRMAN & EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
RUSS MELARAGNI
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
NANCY LALLY
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
LOUIS WEEKS
UNION TRUSTEE2.0040.00Yes (X)$0$0$0
ALFONSO GARCIA
UNION TRUSTEE2.0040.00Yes (X)$0$133,977$36,371
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$133,977TotReportableCompRltdOrgAmt
Total Other Compensation$36,371TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GEORGES & SYNOWIECKI LTD
20 S CLARK STREET 400CHICAGOIL60603LEGAL SERVICE PROVIDER$2,066,690
ZENITH AMERICAN SOLUTIONS INC
2625 BUTTERFIELD ROAD SUITE 208EOAK BROOKIL60523ADMINISTRATION$104,089
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$476,088TotalRevenueColumnAmt
Related Or Exempt Func Income$476,088RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$476,088TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,343TotalRevenueColumnAmt
Exclusion$13,343ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$165,020SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$160,594SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,426SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,426TotalRevenueColumnAmt
Exclusion$4,426ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$493,857TotalRevenueColumnAmt
Related Or Exempt Func Income$476,088RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$17,769ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$899,867TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$63,001TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$94,315TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,475TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,332TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,407TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,435TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,116,832TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,500,174BOYAmt
EOY$800,585EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$314,276BOYAmt
EOY$48,082EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$470,696BOYAmt
EOY$330,264EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,047BOYAmt
EOY$1,028EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,286,193BOYAmt
EOY$1,179,959EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$624,418BOYAmt
EOY$34,224EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$624,418BOYAmt
EOY$34,224EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,661,775BOYAmt
EOY$1,145,735EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,661,775BOYAmt
EOY$1,145,735EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,286,193BOYAmt
EOY$1,179,959EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$622,975ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$106,935NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$587,460TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$106,935NetUnrealizedGainsInvstAmt
Revenue Not Reported$106,935RevenueNotReportedAmt
Revenue Subtotal$480,525RevenueSubtotalAmt
Investment Expenses Not Incld$13,332InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,332RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$493,857TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,103,500TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,103,500ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,332InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,332ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,116,832TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC. 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, 2021, 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. AT MARCH 31, 2021 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MARCH 31, 2018.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALFONSO GARCIAPersonNm
TitleUNION TRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$125,502CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$8,475OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$26,248DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$10,123NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$170,348TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3ZENITH 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 8BTHE FUND HAS NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED BY MACNELL ACCOUNTING & CONSULTING, LLP AND REVIEWED BY THE PLAN'S OUSTIDE ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC., ON JANUARY 5, 2022. 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 12CWHEN 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 19THE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
UNITE HERE LOCAL 450
5600 N RIVER ROAD SUITE 800ROSEMONTIL60018360776855LABOR UNIONIL501(C)(5)0
UNITE-HERE LOCAL 1
218 S WABASH 700CHICAGOIL60604363185986LABOR UNIONIL501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (61 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ALLEGRO HOTEL
CONTRIBUTING EMPLOYER0
AMALFI HOTEL
CONTRIBUTING EMPLOYER0
AMBASSADOR CHICAGO
CONTRIBUTING EMPLOYER0
AT YOUR SERVICE INC
CONTRIBUTING EMPLOYER0
CHICAGO HILTON AND TOWERS
CONTRIBUTING EMPLOYER0
CHICAGO SIGNATURE SERVICE
CONTRIBUTING EMPLOYER0
CONRAD CHICAGO HOTEL
CONTRIBUTING EMPLOYER0
CROWNE PLAZA CHICAGO METRO
CONTRIBUTING EMPLOYER0
CROWNE PLAZA O'HARE
CONTRIBUTING EMPLOYER0
DOUBLE TREE CHICAGO MAGNIFIENT
CONTRIBUTING EMPLOYER0
DOUBLETREE HOTEL CHICAGO OAKBROOK
CONTRIBUTING EMPLOYER0
DOUBLETREE HOTEL ROSEMONT
CONTRIBUTING EMPLOYER0
DRAKE HOTEL
CONTRIBUTING EMPLOYER0
EMBASSY SUITES ROSEMONT
CONTRIBUTING EMPLOYER0
ESSEX INN - HOTEL
CONTRIBUTING EMPLOYER0
FAIRMONT HOTEL
CONTRIBUTING EMPLOYER0
GIBSON'S STEAK HOUSE
CONTRIBUTING EMPLOYER0
GODFREY HOTEL CHICAGO
CONTRIBUTING EMPLOYER0
HAMPTON INN & HOMEWOOD SUITES
CONTRIBUTING EMPLOYER0
HAMPTON INN & HOMEWOOD SUITES WESTLP
CONTRIBUTING EMPLOYER0
HILTON CHICAGO O'HARE AIRPORT
CONTRIBUTING EMPLOYER0
HILTON ROSEMONT
CONTRIBUTING EMPLOYER0
HOLIDAY INN MART PLAZA
CONTRIBUTING EMPLOYER0
HOMEWOOD STUITES CHICAGO DWNTWN
CONTRIBUTING EMPLOYER0
HOTEL BLAKE
CONTRIBUTING EMPLOYER0
HOTEL ONE SIXTY SIX
CONTRIBUTING EMPLOYER0
HYATT REGENCY CHICAGO
CONTRIBUTING EMPLOYER0
HYATT REGENCY MCCORMICK PLACE
CONTRIBUTING EMPLOYER0
HYATT REGENCY O'HARE
CONTRIBUTING EMPLOYER0
HYATT ROSEMONT
CONTRIBUTING EMPLOYER0
HYDE PARK HOSPITALITY HILTON O'HARE
CONTRIBUTING EMPLOYER0
IA LODGING HOTEL MONACO
CONTRIBUTING EMPLOYER0
INN OF CHICAGO MAGNIFICENT MILE
CONTRIBUTING EMPLOYER0
JW MARRIOTT CHICAGO
CONTRIBUTING EMPLOYER0
LOEW'S CHICAGO O'HARE HOTEL
CONTRIBUTING EMPLOYER0
MARRIOTT MARQUIS CHICAGO
CONTRIBUTING EMPLOYER0
MILLINEUM KNICKERBOCKER HOTEL
CONTRIBUTING EMPLOYER0
PALMER HOUSE
CONTRIBUTING EMPLOYER0
PALOMAR HOTEL
CONTRIBUTING EMPLOYER0
PARK HYATT HOTEL
CONTRIBUTING EMPLOYER0
RAFFAELLO HOTEL
CONTRIBUTING EMPLOYER0
RESIDENCE INN CHICAGO DOWNTOWN
CONTRIBUTING EMPLOYER0
RITZ CARLTON HOTEL
CONTRIBUTING EMPLOYER0
RITZ CARLTON HOUSE
CONTRIBUTING EMPLOYER0
ROYAL SONESTA CHGO RIVERFRONT
CONTRIBUTING EMPLOYER0
RUPRECHT COMPANY
CONTRIBUTING EMPLOYER0
SAVOR CHICAGO MCCORMICK PLACE
CONTRIBUTING EMPLOYER0
SHERATON CHGO HOTEL & TOWERS
CONTRIBUTING EMPLOYER0
SHERATON GATEWAY SUITES O'HARE
CONTRIBUTING EMPLOYER0
SHERATON HOTEL & TOWERS
CONTRIBUTING EMPLOYER0
SHULA'S RESTAURANT
CONTRIBUTING EMPLOYER0
STARWOOD-W CHICAGO LSD HOTEL
CONTRIBUTING EMPLOYER0
THE ALISE CHICAGO
CONTRIBUTING EMPLOYER0
THE BLACKSTONE HOTEL
CONTRIBUTING EMPLOYER0
THE GRAY HOTEL
CONTRIBUTING EMPLOYER0
THE GRILL ON THE ALLEY
CONTRIBUTING EMPLOYER0
W CHICAGO CITY CENTER
CONTRIBUTING EMPLOYER0
WALDORF ASTORIA CHICAGO
CONTRIBUTING EMPLOYER0
WARWICK ALLERTON HOTEL CHICAGO
CONTRIBUTING EMPLOYER0
WESTIN CHICAGO RIVER NORTH
CONTRIBUTING EMPLOYER0
WESTIN HOTEL
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd