2017-02-14T16:19:58-06:00 2016-03-31 470900880 Calibre CPA Group PLLC 566 West Lake St Suite 300 Chicago IL 60661 990 2015-04-01 363344005 UNITE HERE Legal Plan UNIT 3126491200 18861 90th Avenue Suite A Mokena IL 60448 Arnold F Karr Chairman 3126491200 2017-02-14 1 Joseph Pierson P00189462 3126650037 2015 2021-01-29 14:40:06Z Arnold F Karr 531 Edens Lane Northfield IL 60093 3401355 0 X N/A X 1983 IL PROVIDE LEGAL SERVICES TO ELIGIBLE PARTICIPANTS 6 6 0 0 0 0 0 0 3395021 3376975 25660 24380 0 0 3420681 3401355 0 0 3055520 3064216 0 0 0 0 0 181592 175286 3237112 3239502 183569 161853 1281027 1383415 481165 451696 799862 931719 TO PROVIDE COVERED LEGAL SERVICE BENEFITS FOR ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE COVERED LEGAL SERVICE BENEFITS FOR ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 4 0 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X TRINA TYLER ZENITH ADMINISTRATORS 3126491200 18861 90th Avenue Suite A Mokena IL 60448 WILLIAM BIGGERSTAFF UNION TRUSTEE 2.00 X 0 148440 40621 HENRY J TAMARIN FMR UNION TRUSTEE 2.00 X 0 0 0 KAREN KENT UNION TRUSTEE 2.00 X 0 0 0 ARNOLD KARR CHAIRMAN 2.00 X 0 0 0 RUSS MELARAGNI EMP TRUSTEE 2.00 X 0 0 0 NANCY LALLY EMP TRUSTEE 2.00 X 0 0 0 LOUIS WEEKS UNION TRUSTEE 2.00 X 0 0 0 0 148440 40621 0 0 1 0 Borovsky & Ehrlich 111 E Wacker Drive Chicago IL 60601 Legal Service Provider 3090381 1 EMPLOYER CONTRIB. 900099 3376975 3376975 3376975 24380 24380 3401355 3376975 0 24380 3064216 87840 19240 41650 9259 5309 3798 7365 MEMBERSHIP DUES 825 3239502 554268 711563 278139 236360 446108 432980 2512 2512 1281027 1383415 481165 451696 481165 451696 X 0 0 0 0 799862 931719 799862 931719 1281027 1383415 161853 -29996 0 X X 0 1 X 1 0 0 X Part X, Line 2: THE INTERNAL REVENUE SERVICE HAS ISSUED A DETERMINATION LETTER DATED SEPTEMBER 15, 1994, INDICATING THAT THE PLAN QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, THEREFORE, IS EXEMPT FROM TAX UNDER CURRENT CODE PROVISIONS. THIS SECTION ALLOWS THE EXEMPTION FOR ORGANIZATIONS THAT ARE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATIONS PROVIDING FOR PAYMENT OF LIFE, SICK, ACCIDENT OR OTHER BENEFITS TO THE MEMBERS OF SUCH ASSOCIATIONS OR THEIR DEPENDENTS OR DESIGNATED BENEFICIARIES. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE 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 TAKENBY 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, 2016, 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, 2016 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MARCH 31, 2013. Part XII, Line 4b - Other Adjustments: CHANGE IN BENEFIT OBLIGATIONS 0 0 0 WILLIAM BIGGERSTAFF UNION TRUSTEE 0 145411 0 0 0 3029 0 30095 0 10526 0 189061 0 0 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 11 The administrator sends a copy of the 990 to each of the trustees before it is filed. The chairman reviews the 990 by reading through it and verifying its accuracy. No other board member undertakes any review of the form before filing. 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. Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITE HERE LOCAL 450 7238 W ROOSEVELT RD FOREST PARK IL 60130 360776855 LABOR UNION IL 501C5 0 UNITE-HERE LOCAL 1 218 S WABASH 700 CHICAGO IL 60604 363185986 LABOR UNION IL 501C5 0 GIBSON'S STEAK HOUSE PALOMAR HOTEL SHERATON GATEWAY SUITES O'HARE HARRAY CARAY'S RESTAURANT SHULA'S RESTAURANT THE GRILL ON THE ALLEY DRAKE HOTEL AVENUE HOTEL FKA RADDISON HTL ALLEGRO HOTEL THE BLACKSTONE HOTEL INTERCONTINENTAL CHICAGO OHARE HOTEL 71 SHERATON HOTEL & TOWERS PALMER HOUSE W CHICAGO CITY CENTER WESTIN HOTEL CHICAGO HILTON & TOWERS CHICAGO SIGNATURE SERVICE WESTIN CHICAGO RIVER NORTH CAPPUCCINO CATERING INC HILTON ROSEMONT MILENORTH HOTEL JW MARRIOTT CHICAGO AT YOUR SERVICE INC PALOMAR HOTEL ALLERTON HOTEL AMALFI HTLRAINTREE ENTERPRISE WALDORF ASTORIA CHICAGO HYATT REGENCY CHICAGO HILTON CHICAGO O'HARE AIRPORT DOUBLE TREE CHICAGO OAKBROOK HYATT REGENCY O'HARE HYATT REGENCY MCCORMICK PLACE PARK HYATT HOTEL CROWNE PLAZA OHARE RITZ CARLTON HOUSE DOUBLETREE CHGO MAGNIFICENT HOLIDAY INN MART PLAZA MILLENIUM KNICKERBOCKER HOTEL SAVOR CHICAGO MCCORMICK PLACE CROWNE PLAZA CHICAGO METRA STARWOOD-W CHICAGO LSD HOTEL THE PUBLIC CHICAGO HOTEL FAIRMONT HOTEL TREMONT HOTEL INN IF CHGO MAGNIFICENT MILE DRAKE HOTEL AVENUE HOTEL FKA RADDISON HTL HOTEL ALLEGRO CHGO THE BLACKSTONE HOTEL ESSEX INN - HOTEL INTERCONTINENTAL CHICAGO OHARE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0