Civic Intelligence

Santa Monica Unite Here Health

EIN 95-6035138 • 501(c)9 • Los Angeles, CA

View Organization Page

1122 W Washington Blvd ste 300Los Angeles, CA 90015

santamonicauniteherefunds.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.17x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.22x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

89th percentile

21%

Faster asset growth than 89% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-1.6%

Faster revenue growth than 23% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$212,386,570

Up $36,304,357 (+21%) from 2023

Liabilities

Up

$36,495,397

Up $3,617,975 (+11%) from 2023

Net Assets

Up

$175,891,173

Up $32,686,382 (+23%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin74th percentile

Revenue

Down

$166,865,642

Down $2,734,918 (-1.6%) from 2023

Expenses

Up

$139,418,966

Up $16,490,641 (+13%) from 2023

Net Income

Down

$27,446,676

Down $19,225,559 (-41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2011: $8,354,234Liabilities 2011: $4,264,122Net Assets 2011: $4,090,1122011Assets 2012: $11,876,074Liabilities 2012: $4,599,597Net Assets 2012: $7,276,4772012Assets 2013: $16,739,554Liabilities 2013: $5,144,017Net Assets 2013: $11,595,5372013Assets 2014: $25,368,236Liabilities 2014: $7,022,942Net Assets 2014: $18,345,2942014Assets 2015: $35,034,435Liabilities 2015: $7,102,191Net Assets 2015: $27,932,2442015Assets 2016: $48,548,582Liabilities 2016: $9,475,546Net Assets 2016: $39,073,0362016Assets 2017: $64,731,280Liabilities 2017: $12,901,515Net Assets 2017: $51,829,7652017Assets 2018: $73,337,170Liabilities 2018: $13,614,722Net Assets 2018: $59,722,4482018Assets 2019: $94,606,072Liabilities 2019: $16,436,501Net Assets 2019: $78,169,5712019Assets 2020: $80,485,088Liabilities 2020: $26,547,363Net Assets 2020: $53,937,7252020Assets 2021: $90,475,217Liabilities 2021: $25,357,429Net Assets 2021: $65,117,7882021Assets 2022: $117,823,584Liabilities 2022: $28,783,167Net Assets 2022: $89,040,4172022Assets 2023: $176,082,213Liabilities 2023: $32,877,422Net Assets 2023: $143,204,7912023Assets 2024: $212,386,570Liabilities 2024: $36,495,397Net Assets 2024: $175,891,1732024

Highlighted filing

2024

Assets$212,386,570
Liabilities$36,495,397
Net Assets$175,891,173
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2011: $16,942,813Expenses 2011: $15,291,033Net Income 2011: $1,651,7802011Revenue 2012: $19,542,219Expenses 2012: $16,443,247Net Income 2012: $3,098,9722012Revenue 2013: $22,320,818Expenses 2013: $17,862,434Net Income 2013: $4,458,3842013Revenue 2014: $31,561,869Expenses 2014: $24,846,297Net Income 2014: $6,715,5722014Revenue 2015: $38,084,943Expenses 2015: $27,618,078Net Income 2015: $10,466,8652015Revenue 2016: $44,498,344Expenses 2016: $33,951,611Net Income 2016: $10,546,7332016Revenue 2017: $53,486,711Expenses 2017: $42,333,840Net Income 2017: $11,152,8712017Revenue 2018: $60,773,735Expenses 2018: $49,476,592Net Income 2018: $11,297,1432018Revenue 2019: $69,597,554Expenses 2019: $57,350,622Net Income 2019: $12,246,9322019Revenue 2020: $50,495,530Expenses 2020: $78,040,490Net Income 2020: -$27,544,9602020Revenue 2021: $108,535,750Expenses 2021: $95,918,186Net Income 2021: $12,617,5642021Revenue 2022: $136,534,171Expenses 2022: $102,664,172Net Income 2022: $33,869,9992022Revenue 2023: $169,600,560Expenses 2023: $122,928,325Net Income 2023: $46,672,2352023Revenue 2024: $166,865,642Expenses 2024: $139,418,966Net Income 2024: $27,446,6762024

Highlighted filing

2024

Revenue$166,865,642
Expenses$139,418,966
Net Income$27,446,676
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$212,386,570
Liabilities
$36,495,397
Net assets
$175,891,173
Revenue
$166,865,642
Expenses
$139,418,966
Net income
$27,446,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$212$36.5$176$167$139$27.4
2023Summary only. Only limited summary data is available for this year.$176$32.9$143$170$123$46.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$28.8$89.0$137$103$33.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.5$25.4$65.1$109$95.9$12.6
2020Summary only. Only limited summary data is available for this year.$80.5$26.5$53.9$50.5$78.0$27.5
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.6$16.4$78.2$69.6$57.4$12.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$13.6$59.7$60.8$49.5$11.3
2017Summary only. Only limited summary data is available for this year.$64.7$12.9$51.8$53.5$42.3$11.2
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$9.48$39.1$44.5$34.0$10.5
2015Detailed filing. Detailed filing data is available for this year.$35.0$7.10$27.9$38.1$27.6$10.5
2014Summary only. Only limited summary data is available for this year.$25.4$7.02$18.3$31.6$24.8$6.72
2013Summary only. Only limited summary data is available for this year.$16.7$5.14$11.6$22.3$17.9$4.46
2012Summary only. Only limited summary data is available for this year.$11.9$4.60$7.28$19.5$16.4$3.10
2011Summary only. Only limited summary data is available for this year.$8.35$4.26$4.09$16.9$15.3$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$167,774,171
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$140,441,606$177,493,894▲ $37,052,288
Rtn Earn Endowment Incm Other Fnds$143,204,791$175,891,173▲ $32,686,382
Accounts Receivable$19,977,791$20,957,919▲ $980,128
Savings and Temporary Cash Investments$11,638,177$8,471,730▼ $3,166,447
Investments Other Securities$3,530,830$3,351,510▼ $179,320
Land, Buildings, and Equipment, Net$0$1,428,473▲ $1,428,473
Cash and Non-Interest-Bearing Accounts$329,499$496,985▲ $167,486
Prepaid Expenses and Deferred Charges$164,310$186,059▲ $21,749
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$176,082,213$212,386,570▲ $36,304,357
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$32,657,833$35,977,389▲ $3,319,556
Accounts Payable and Accrued Expenses$219,589$518,008▲ $298,419
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$32,877,422$36,495,397▲ $3,617,975
Net Assets / Fund Balance
Total Net Assets Fund Balance$143,204,791$175,891,173▲ $32,686,382
Total Liabilities and Net Assets / Fund Balance$176,082,213$212,386,570▲ $36,304,357

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,269,735$0$1,269,735
Other Land Buildings$158,738$0$158,738
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Austin LynchTrustee
Kurt PetersenTrustee
Teri SerranoTrustee
Tom Walsh GarciaTrustee
Yohanys Lamas CastroTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdministrationAdministration Fees1200 WILSHIRE BLVD 5TH FL, Los Angeles, CA 90017$2,111,296
UNITE HERE LO 11 BENEFITS Admin OFAdmin srvc reimb1122 W Washington Blvd Ste 300, Los Angeles, CA 90015$1,190,000
Design Benefit AdministratorsClaims Admin FEES301 E Vanderbilt Way 100, San Bernardino, CA 92408$545,670
Common Good Technologies ConsultingData Warehouse Svcs31 BYRD AVE, Roslindale, MA 02131$166,554
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$158,923,125
Investment Income
$7,942,472
Other Revenue
$45
Change in Net Assets
$27,446,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$166,865,642
Revenue Not Reported on Form 990
$5,239,706
Total Revenue per Audited Statements
$172,105,348
Total Revenue per Form 990
$166,865,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,244,037
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$135,174,929
Fees for Services Management---$2,111,296
Fees for Services Other---$1,444,754
Office Expenses---$263,472
Fees for Service Investment Mgmnt Fees---$122,873
Fees for Services Accounting---$81,257
Fees for Services Legal---$76,819
Insurance---$28,393
Other Expenses---$12,959
Conferences and Meetings---$5,185
Total Functional Expenses$0$0$0$139,418,966

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$139,418,966
Total Expenses per Audited Statements$136,099,410
Expenses per Audited Statements$103,441,577
Expenses Not Reported on Financial Statements$35,977,389
Other Expense Adjustments$35,977,389
Expenses Not Reported on Form 990$32,657,833
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credit$34,648,684
Claims Incurred But Not Report$785,042
Claims Payable$543,663
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

“Form 990 is provided to the board of trustees for review.”

PART VI, SECTION C, LINE 19:

“UPON REQUEST.”

PART VII, LINE 1F:

“Any trusteesdirectors' compensation and/or benefits from related tax-exempt organizations is available on those organizations' forms 990.”

Filing and Contact Details

Filer

Filer Name
Santa Monica Unite Here Health
EIN
95-6035138
In Care Of
% UNITE HERE LOCAL 11 BENEFITS
Phone
2135260932
Address
1122 W Washington Blvd ste 300, LOS ANGELES, CA 90015

Signing Officer

Name
Kurt Petersen
Title
Trustee
Phone
2135260932
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Petersen
Formed
1960
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
9
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“A multiemployer health benefit plan created for the purposes of providing hospital, medical, surgical, vision, dental, prescription drug, life insurance and accidental death & dismemberment (ad&d) benefits for eligible active employees and their dependents.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 2D: DECEMBER 31, 2023 BENEFIT OBLIGATIONS $32,657,833 PART XII, LINE 4B: DECEMBER 31, 2024 BENEFIT OBLIGATIONS $35,977,389”

Raw XML AppendixShowing 400 of 463 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0219589
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0518008
IRS990/AccountsReceivableGrp/BOYAmt019977791
IRS990/AccountsReceivableGrp/EOYAmt020957919
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0135174929
IRS990/BooksInCareOfDetail/PersonNm0UNITE HERE LOCAL 11 BENEFITS
IRS990/BooksInCareOfDetail/PhoneNum02135260932
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01122 W WASHINGTON BLVD STE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090015
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0329499
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt05185
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt02111296
IRS990/ContractorCompensationGrp/CompensationAmt11190000
IRS990/ContractorCompensationGrp/CompensationAmt2545670
IRS990/ContractorCompensationGrp/CompensationAmt3166554
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN BERNARDINO
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm0BENEFIT PROGRAMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1UNITE HERE LO 11 BENEFITS Admin OF
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Design Benefit Administrators
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3COMMON GOOD TECHNOLOGIES CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION FEES
IRS990/ContractorCompensationGrp/ServicesDesc1Admin srvc reimb
IRS990/ContractorCompensationGrp/ServicesDesc2Claims Admin FEES
IRS990/ContractorCompensationGrp/ServicesDesc3DATA WAREHOUSE SVCS
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0135174929
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07942472
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0166865642
IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt081257
IRS990/FeesForServicesLegalGrp/TotalAmt076819
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt02111296
IRS990/FeesForServicesOtherGrp/TotalAmt01444754
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0122873
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
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IRS990/Form990PartVIISectionAGrp/PersonNm0TERI SERRANO
IRS990/Form990PartVIISectionAGrp/PersonNm1YOHANYS LAMAS CASTRO
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM WALSH GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm3AUSTIN LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm4Kurt Petersen
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt05884
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IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0914413
IRS990/GrossReceiptsAmt0167774171
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt028393
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt07936588
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07936588
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03530830
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03351510
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0140441606
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0177493894
IRS990/IRPDocumentCnt02
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01428473
IRS990/LandBldgEquipCostOrOtherBssAmt01428473
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0908529
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0143204791
IRS990/NetAssetsOrFundBalancesEOYAmt0175891173
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05884
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05884
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05239706
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0263472
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/Desc2MEDICAL HEALTH ADVOCATE RVW
IRS990/OtherExpensesGrp/Desc3PARTICIPANT APPEAL FEES
IRS990/OtherExpensesGrp/TotalAmt029077
IRS990/OtherExpensesGrp/TotalAmt151620
IRS990/OtherExpensesGrp/TotalAmt216332
IRS990/OtherExpensesGrp/TotalAmt312959
IRS990/OtherLiabilitiesGrp/BOYAmt032657833
IRS990/OtherLiabilitiesGrp/EOYAmt035977389
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt045
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045
IRS990/OtherRevenueTotalAmt045
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0164310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0186059
IRS990/PrincipalOfficerNm0Kurt Petersen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS' SELF-PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0157892009
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11031116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0157892009
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11031116
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0119598545
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03329780
IRS990/PYOtherRevenueAmt0516851
IRS990/PYProgramServiceRevenueAmt0164380635
IRS990/PYRevenuesLessExpensesAmt046672235
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0122928325
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0169600560
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt027446676
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0143204791
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0175891173
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011638177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08471730
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt032657833
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt035977389
IRS990ScheduleD/ExpensesSubtotalAmt0103441577
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01269735
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01269735
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05239706
IRS990ScheduleD/OtherExpensesIncludedAmt032657833
IRS990ScheduleD/OtherExpensesNotIncludedAmt035977389
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0158738
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0158738
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0543663
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1785042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt234648684
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED BUT NOT REPORT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDIT
IRS990ScheduleD/RevenueNotReportedAmt05239706
IRS990ScheduleD/RevenueSubtotalAmt0166865642
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 2D: DECEMBER 31, 2023 BENEFIT OBLIGATIONS $32,657,833 PART XII, LINE 4B: DECEMBER 31, 2024 BENEFIT OBLIGATIONS $35,977,389
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01428473
IRS990ScheduleD/TotalExpensesPerForm990Amt0139418966
IRS990ScheduleD/TotalLiabilityAmt035977389
IRS990ScheduleD/TotalRevenuePerForm990Amt0166865642
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0172105348
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0136099410
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MULTIEMPLOYER HEALTH BENEFIT PLAN CREATED FOR THE PURPOSES OF PROVIDING HOSPITAL, MEDICAL, SURGICAL, VISION, DENTAL, PRESCRIPTION DRUG, LIFE INSURANCE AND ACCIDENTAL DEATH & DISMEMBERMENT (AD&D) BENEFITS FOR ELIGIBLE ACTIVE EMPLOYEES AND THEIR DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY TRUSTEESDIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, LINE 1F:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0p
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UNITE HERE LOCAL 11 BENEFITS ADMIN OFFIC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS III AND IV:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01190000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITE HERE LOCAL 11 BENEFITS ADMIN OFFICE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0176082213
IRS990/TotalAssetsEOYAmt0212386570
IRS990/TotalAssetsGrp/BOYAmt0176082213
IRS990/TotalAssetsGrp/EOYAmt0212386570
IRS990/TotalCompGreaterThan150KInd0false

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