2025-11-17T17:36:40-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946080365 SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE TRUST FUND % WELFARE & PENSION ADMIN SER SOUT 2064417574 PO BOX 34203 SEATTLE WA 98124 ENRIQUE FERNANDEZ CHAIRMAN 2064417574 2025-11-10 true true ALBERT LEECH P01797541 9252779100 2024 2025-03-06 01:10:19Z ENRIQUE FERNANDEZ PO BOX 34203 SEATTLE WA 98124 45303870 false X www.southbayheretrust.com X 1958 CA PROVIDE HEALTH AND WELFARE BENEFITS 8 0 0 0 0 0 0 0 30691457 38384465 817570 2351552 0 0 31509027 40736017 0 0 29507202 37409993 0 0 0 0 0 1046040 1242908 30553242 38652901 955785 2083116 50164513 53003015 9401752 9614307 40762761 43388708 X TO PROVIDE MEDICAL, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED MEDICAL, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 25 0 true 0 false false false false false false false false X 8 0 false true false false false false false true false false false true false false true true false false false CA X WELFARE PENSION ADMIN SER 2064417574 7525 SE 24TH ST STE 200 MERCER I WA WA 98040 X ENRIQUE FERNANDEZ TRUSTEE-CHAIRMAN 0.5 0.0 X X 0 0 0 john southwell trustee-secretary 0.5 0.0 X X 0 0 0 Sarah Julian trustee 0.5 0.0 X 0 0 0 TANYA FLEMING TRUSTEE 0.5 0.0 X 0 0 0 rosa rodriguez trustee 0.5 0.0 X 0 0 0 CATHERINE HENDRICKS ALTERNATE 0.5 0.0 X 0 0 0 Raquel Alvarez Trustee 0.5 0.0 X 0 0 0 JIM BEARD Trustee 0.5 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION pAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false WELFARE PENSION ADMINISTRATIVE SE PO BOX 34203 SEATTLE WA 98124 THIRD PARTY ADM 644285 Aetna 515 s flower street suite 505 LOS ANGELES CA 90071 Claims processi 187383 2 0 EMPLOYER CONTRIBUTIONS 900099 36216729 36216729 PARTICIPANT CONTRIBUTIONS 900099 461927 461927 FORMULARY REBATES 900099 490194 490194 STOP-LOSS REIMBURSEMENTS 900099 1092750 1092750 ALL OTHER PROGRAMS 900099 122865 122865 38384465 1241271 1241271 0 0 0 0 0 5678134 4567853 1110281 1110281 1110281 0 0 0 0 0 0 0 0 0 0 40736017 38384465 0 2351552 0 0 0 37409993 0 0 0 0 0 0 768882 21554 97537 0 0 93178 112000 0 91979 5588 0 0 13143 0 12323 0 0 0 26724 38652901 8951676 1284212 0 5708184 0 0 7252694 7951574 0 0 0 0 0 0 0 0 13379 12502 0 0 33946764 38046543 0 0 0 0 0 0 0 0 50164513 53003015 105152 125307 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9296600 9489000 9401752 9614307 X 0 0 0 0 40762761 43388708 40762761 43388708 50164513 53003015 2083116 542831 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 7611000 CLAIMS PAYABLE AND IBNR 1749000 INSURANCE PREMIUMS PAYABLE 129000 9489000 X 41185670 542831 542831 40642839 93178 93178 40736017 38367323 38367323 93178 192400 285578 38652901 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS $192,400 FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH WELFARE & PENSION ADMINISTRATION SERVICE, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE BOARD OF TRUSTEES DOES NOT CURRENTLY HAVE SUB-COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 WILL BE SENT TO THE CHAIRMAN OF THE BOARD PRIOR TO FILING SO THAT HE CAN REVIEW IT PRIOR TO SIGNING. ALL OTHER TRUSTEES WILL HAVE THE OPPORTUNITY TO RECEIVE AND REVIEW THE FORM 990 UPON REQUEST AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO THE TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATORS, WELFARE & PENSION ADMINISTRATION SERVICE, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. South Bay HERE Training Fund PO Box 34203 seattle WA 98124 946535776 training prog CA 501(C)(9) N/A NA false south bay here legal trust fund pO Box 34203 seattle WA 98124 946535777 legal service CA 501(C)(9) N/A NA false HOTEL EMPLOYEES REST EMPLOYEES LOC 19 2302 ZANKER ROAD SAN JOSE CA 95131 942300756 union CA 501(C)(5) N/A NA false false false false false false false false false false false false false false false true false false false SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 35 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 4 POINTS BY SHERATON AGILENT TECHNOLOGIES ARAMARK @CISCO SYSTEMS ARAMARK CORP AT EBAY BALANCE POINT BAY 101 CLUB BAYPORT CONCESSIONS LL BON APETIT,AT EBAY COMPASS GROUP DBA DOLCE INT'L/SAN JOSE DOUBLETREE HOTEL SJ ESP FACILITY SERVICE EUREST AT INTEL FLAGSHIP FACILITY FOURTH STREET BOWL HERE LOCAL 19 HOLIDAY INN SJ AIRPORT HOST INTERNATIONAL INC HOTEL DE ANZA HUDSON GROUP HYATT PLACE SAN JOSE LEVY RESTAURANTS MADONNA INN-C/O SMHERE MARRIOTT SAN JOSE ORIGINAL JOE'S/T.MULFO SAN JOSE ARENA-ARAMARK SAN JOSE HILTON & TOWE SANTA CLARA HILTON SIGNIA SAN JOSE SODEXO, INC SSP AMERICA TEAM SAN JOSE THE VISALIA MARRIOTT THE WESTIN SAN JOSE WORLD DUTY FREE GROUP