2025-11-17T17:00:09-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946069860 APARTMENT EMPLOYEES' WELFARE FUND % PSWA APAR 8444110785 1055 PARK VIEW DRIVE Suite 111 COVINA CA 91724 MARK SHARWOOD CHAIRMAN 2063294900 2025-11-12 true true TROY ATKINSON P01317380 9252779100 2024 2025-03-06 01:10:19Z MARK SHARWOOD 1055 PARK VIEW DRIVE 111 COVINA CA 91724 9385575 false X N/A X 1951 CA TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE COLLECTIVELY BARGAINED PARTICIPANTS. 4 0 0 0 0 0 0 0 8774073 8314921 44532 118474 14638 16933 8833243 8450328 0 0 8101444 7838949 0 0 0 0 0 225558 240355 8327002 8079304 506241 371024 6037792 6502523 962569 1024120 5075223 5478403 X TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE COLLECTIVELY BARGAINED PARTICIPANTS. false false PROVIDED HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE 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 2 0 true 0 false false false false false false false false X 4 0 false true false false false false false true true false false true true true true true true false false false CA X PSWA 8444110785 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91724 X Mark Sharwood Chairman 5.0 0.0 X X 0 0 0 PATRICK KENNEDYTHRU 61124 Co-Chairman/SECRETARY 5.0 0.0 X X 0 0 0 Eugenia Gutierrez TRUSTEE - ALTERNATE 5.0 0.0 X 0 0 0 Margo Karstadt TRUSTEE - ALTERNATE 5.0 0.0 X 0 0 0 Emmanuel Eric TRUSTEE 5.0 0.0 X 0 0 0 Michael Seder CO-CHAIR/SECRETARY 5.0 0.0 X X 0 0 0 Aprilynn Stewart TRUSTEE EFF 9/9/24 5.0 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 0 0 EMPLOYER CONTRIBUTIONS 900099 8314921 8314921 8314921 141923 141923 0 0 0 0 0 911798 935247 -23449 -23449 -23449 0 0 0 0 0 0 0 0 0 LIQUIDATED DAMAGES 900099 16933 16933 16933 8450328 8331854 0 118474 0 0 0 7838949 0 0 0 0 0 0 63960 19704 53617 0 0 14695 34821 0 45765 0 0 0 0 0 2111 0 0 0 5682 8079304 X 1917452 1807505 170830 704775 0 0 733557 651490 0 0 0 0 0 0 0 0 6303 18691 0 0 3209650 3320062 0 0 0 0 0 0 0 0 6037792 6502523 15077 8727 0 0 0 0 0 0 0 0 0 0 0 0 0 0 947492 1015393 962569 1024120 X 0 0 0 0 5075223 5478403 5075223 5478403 6037792 6502523 371024 32156 X X false true X true false 0 PREMIUMS PAYABLE 23095 BENEFIT CLAIMS PAYABLE IBNR 67804 ACCUMULATED ELIGIBILITY CREDITS 630721 DUE TO RELATED FUND 293773 1015393 X 8467789 32156 32156 8435633 14695 14695 8450328 8152596 8152596 14695 -87987 -73292 8079304 PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN 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 PLAN 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 OBLIGATION: $-87,987 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 - PACIFIC SOUTHWEST ADMINISTRATORS. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO EACH GOVERNING BODY MEMBER. REVIEW OF FORM 990 WAS CONDUCTED BY THE BOARD OF TRUSTEES (THE GOVERNING BOARD) PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: EACH REPRESENTATIVE OF THE TRUST IS COVERED BY A CONFLICT-OF-INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO ALL OTHER REPRESENTATIVES OF THE TRUST AND THE TRUST'S LEGAL COUNSEL. THE TRUST'S LEGAL COUNSEL SHALL MAKE A RECOMMENDATION ON THE COURSE OF ACTION REGARDING POTENTIAL CONFLICTS-OF-INTEREST. 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. PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO 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 ADMINISTRATOR, PACIFIC SOUTHWEST ADMINISTRATORS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. Apartment Employees' Pension Trust Fund 1055 PARK VIEW DR SUITE 111 COVINA CA 91724 946069859 BENEFITS CA 501A N/A NA false SEIU United Service Workers West 828 WEST WASHINGTON BLVD LOS ANGELES CA 90015 274016819 SPONSOR ORG CA 501(C)(5) N/A NA false false false false false false false false false false false false false false false false false false false false PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: APARTMENT EMPLOYEES' PENSION TRUST FUND ACTIVITY: TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS NAME OF RELATED ORGANIZATION: SEIU UNITED SERVICE WORKERS WEST PRIMARY ACTIVITY: SPONSORING ORGANIZATION SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE 2 SPONSORING ORGANIZATIONS AND APPROXIMATELEY 27 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATIONS (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, 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. SMG Citiscape Property Management 1150 Sacramento Homeowners Association 1200 California Corporation HFB Properties LP (Bally Hallinan) Bellaire Tower Cathedral Hill Plaza - Able Services EPP PROPERTIES Fontana East Apts Corp. The Fontana West Apartment Corporation Genesis Building Services, Inc. Gramercy Towers GREEN HILL TOWERS ASSOC Hill Investment Co 1730 Kearny LTD Northpoint Investor PACIFIC CURTAIN CO Panorama Condo Assoc PROPERTY MANGEMENT ONE 1080 Chestnut San Francisco Housing Authority SEIU United Service Workers West St. Francis Square Cooperative, Inc. The Comstock Apartment Corporation The Nob Hill Apts The Royal Towers Apartment Corporation Universal Protection Serv.