2026-02-26T12:27:22-06:00 2025-07-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-08-01 131531223 NY HOTEL TRADES COUNCIL & AFFILIATED LOCALS STAFF INSURANCE FUND NYHO 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 DR DAVID JACOBSON TRUSTEE 2125866400 2026-02-26 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2024 2025-03-06 01:10:19Z DR DAVID JACOBSON 305 WEST 44TH STREET NEW YORK NY 10036 16606892 0 X N/A X 1945 NY TO PROVIDE MEDICAL INSURANCE AND OTHER BENEFITS. 5 0 0 0 0 0 0 0 14138925 16225226 342110 381666 0 0 14481035 16606892 0 0 11961805 20465496 204645 210514 0 0 0 476960 532296 12643410 21208306 1837625 -4601414 14567595 10388278 600999 495390 13966596 9892888 TO PROVIDE HOSPITALIZATION AND RELATED MEDICAL BENEFITS TO EMPLOYEES OF THE HOTEL TRADES COUNCIL AND AFFILIATED ORGANIZATIONS. 0 0 TO PROVIDE HOSPITALIZATION AND RELATED MEDICAL BENEFITS TO EMPLOYEES OF THE HOTEL TRADES COUNCIL AND AFFILIATED ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X NY HOTEL TRADES COUNCIL & HOTEL ASSOCIATION 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 DR DAVID JACOBSON CHIEF EXEC OFFICER 0.10 39.90 X 0 1745541 717761 JOHN J HEIM CHIEF FINAN OFFICER 0.10 39.90 X 0 506411 234500 RICHARD MAROKO CO-CHAIRMAN 0.10 0.60 X 0 542945 380108 AMY BOKERMAN UNION TRUSTEE 0.10 0.60 X 0 219155 143985 ALYSSA TRAMPOSCH UNION TRUSTEE 0.10 0.60 X 0 207249 135231 0 3221301 1611585 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 16092401 16092401 PARTICIPANTS CONTRIBUTIONS 900099 129291 129291 MEDICARE RECEIPTS 900099 3534 3534 16225226 381666 381666 16606892 16225226 0 381666 20465496 152416 45945 12153 464123 6627 9000 4536 26048 15753 3106 3103 21208306 606109 263680 146855 174320 18681 22838 34026 11519 1154 22507 13794796 9904933 14567595 10388278 424042 337000 176957 158390 600999 495390 X 0 0 0 0 13966596 9892888 13966596 9892888 14567595 10388278 -4601414 527706 0 X X 0 1 X 1 0 34026 11519 22507 22507 DUE TO RELATED FUNDS 158390 158390 X 17134598 527706 527706 16606892 0 16606892 21313447 0 21313447 -105141 -105141 21208306 PART X, LINE 2: THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF 501 (C) (9) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, THAT THE RELATED TRUST CONTINUES TO BE TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE EXAMINATIONS BY TAXING JURISDICTIONS; HOWEVER, MANAGEMENT BELIEVES THE PLAN HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS X 0 0 0 DR DAVID JACOBSON CHIEF EXEC OFFICER 0 1745541 0 0 0 0 0 220282 0 497479 0 2463302 0 0 RICHARD MAROKO CO-CHAIRMAN 0 542945 0 0 0 0 0 230798 0 149310 0 923053 0 0 JOHN J HEIM CHIEF FINAN OFFICER 0 506411 0 0 0 0 0 90173 0 144327 0 740911 0 0 AMY BOKERMAN UNION TRUSTEE 0 219155 0 0 0 0 0 83717 0 60268 0 363140 0 0 ALYSSA TRAMPOSCH UNION TRUSTEE 0 207249 0 0 0 0 0 78238 0 56993 0 342480 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FORWARDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES AT TRUSTEES' MEETINGS BY MAJORITY VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES A COPY OF ITS FINANCIAL STATEMENTS TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XXI, LINE 2C THE BOARD OF TRUSTEES ARE IN CHARGE OF OVERSEEING FINANCIAL STATEMENTS AUDIT AND SELECTION OF INDEPENDENT AUDITORS. NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PENSION FUND 305 WEST 44TH STREET NEW YORK NY 10036 131764242 TO PROVIDE RETIREMENT BENEFITS NY 401 (A) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC ITPSCHOLARSHIP FUND 305 WEST 44TH STREET NEW YORK NY 10036 136300270 TO PROVIDE INDUSTRY TRAINING & SCHOLARSHIPS NY 501(C)(3) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH CENTER INC 305 WEST 44TH STREET NEW YORK NY 10036 131595091 TO PROVIDE MEDICAL & SURGICAL CARE NY 501(C)(9) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS FUND 305 WEST 44TH STREET NEW YORK NY 10036 136126923 TO PROVIDE MEDICAL BENEFITS NY 501(C)(9) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC STAFF RETIREMENT PLAN 305 WEST 44TH STREET NEW YORK NY 10036 131912520 TO PROVIDE RETIREMENT BENEFITS NY 401 (A) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC 401(K) SAVINGS PLAN 305 WEST 44TH STREET NEW YORK NY 10036 134178178 TO PROVIDE RETIREMENT BENEFITS NY 401 (A) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PREPAID LEGAL SVCS FUND 305 WEST 44TH STREET NEW YORK NY 10036 133418414 TO PROVIDE LEGAL ASSISTANCE NY 501(C)(9) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC LMCTF 305 WEST 44TH STREET NEW YORK NY 10036 384105519 TO ENHANCE RELATIONSHIPS BETWEEN HOTEL OWNERS & OPERATORS & UNION EMPLOYEES NY 501(C)(5) N/A N/A 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC CHILD CARE FUND 305 WEST 44TH STREET NEW YORK NY 10036 934762281 TO PROVIDE FREE OR SUBSIDIZED CHILD CARE NY 501(C)(3) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH CENTER INC P 200631 COST ALLOCATION AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS INC P 52514 COST ALLOCATION AGREEMENT