2024-10-07T19:58:32-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 236487259 SERVICE EMPLOYEES INTL UNION LOC 32BJ D 36 BUILDING OPERATORS WELFARE TRUST FD SERV 2155683262 1515 MARKET STREET 1020 PHILADELPHIA PA 19102 WAYNE MACMANIMAN TRUSTEE 2155683262 2024-10-07 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-07 2023 2024-10-15 13:58:12Z WAYNE MACMANIMAN 1515 MARKET STREET 1020 PHILADELPHIA PA 19102 65646569 0 X N/A X 1969 PA TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS. 6 3 0 0 0 0 0 0 53994832 49402192 2269343 3495679 3826 6643 56268001 52904514 0 0 38744959 44508206 1334230 1597691 0 0 0 1450772 1346893 41529961 47452790 14738040 5451724 101997140 114337359 599664 588810 101397476 113748549 TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS. 0 0 0 0 0 0 0 0 0 0 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 61 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOHN J RONGIONE 2155683262 1515 MARKET STREET SUITE 1020 PHILADELPHIA PA 19102 ROBERT MARTIN EMP. TRUSTEE 2.00 X 0 0 0 WAYNE MACMANIMAN UNION TRUSTEE 2.00 40.00 X 0 148720 48221 GABE MORGAN UNION TRUSTEE 2.00 40.00 X 0 175725 55788 TYRONE CHILCOTE EMP. TRUSTEE (P) 2.00 X 0 0 0 MIKE DUFFY UNION TRUSTEE 2.00 40.00 X 0 161440 32450 DANIEL BRIGHTER EMP. TRUSTEE 2.00 X 0 0 0 JOHN REY EMP. TRUSTEE 2.00 X 0 0 0 JOHN RONGIONE ADMINSTRATOR 40.00 X 0 153688 21562 JUDY O'MEARA RN-DISEASE MGT 40.00 X 0 114788 39303 LINDA MCCULLOUGH CLAIMS MANAGER 40.00 X 0 107458 39303 SARAH MILLINGHAUSEN FINANCIAL MANAGER 40.00 X 0 145870 39303 0 1007689 275930 0 0 1 0 KEYSTONE HEALTH PLAN EAST 1901 MARKET STREET PHILADELPHIA PA 19123 CLAIMS ADMINISTRATION 2464144 BRIDGEWAY BENEFIT TECHNOLOGIES 300 SOUTH LENOLA RD MAPLE SHADE NJ 08052 COMPUTER CONSULTING AND SERVICES 219084 THE SEGAL COMPANY 333 WEST 34TH STREET 3RD FLR NEW YORK NY 10001 ACTUARY AND CONSULTING 204741 STEVENS & LEE PO BOX 679 READING PA 19603 ATTORNEY 155388 BLUE WATER CONSULTING 1100 E HECTOR STREET SUITER 315 CONSHOHOCKEN PA 19428 COMPUTER CONSULTING AND SERVICES 144926 6 EMPLOYER CONTRIBUTIONS 525100 49300933 49300933 PARTICIPANT CONTRIB 525100 101259 101259 49402192 3254683 3254683 12983051 12742055 240996 240996 240996 MISCELLANEOUS INCOME 525100 6643 6643 6643 52904514 49408835 0 3495679 44508206 991762 193350 328936 83643 175601 45001 98547 173264 167212 491251 129412 12023 39826 FEES MANDATED BY ACA 14756 47452790 96984 157994 5851861 6935196 8797703 7442145 86099027 98650459 1151565 1151565 101997140 114337359 429787 387500 169877 201310 599664 588810 X 0 0 0 0 101397476 113748549 101397476 113748549 101997140 114337359 5451724 6899349 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 136550 DUE TO OPERATING ACCOUNT 64760 201310 X 59770192 6899349 6899349 52870843 33671 33671 52904514 47419119 0 47419119 33671 33671 47452790 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT 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 THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 GABE MORGAN UNION TRUSTEE 0 165325 0 0 0 10400 0 33546 0 22242 0 231513 0 0 WAYNE MACMANIMAN UNION TRUSTEE 0 138320 0 0 0 10400 0 28143 0 20078 0 196941 0 0 MIKE DUFFY UNION TRUSTEE 0 151040 0 0 0 10400 0 30208 0 2242 0 193890 0 0 SARAH MILLINGHAUSEN FINANCIAL MANAGER 0 145870 0 0 0 0 0 17741 0 21562 0 185173 0 0 JOHN RONGIONE ADMINSTRATOR 0 153688 0 0 0 0 0 0 0 21562 0 175250 0 0 JUDY O'MEARA RN-DISEASE MGT 0 114788 0 0 0 0 0 17741 0 21562 0 154091 0 0 FORM 990, PART VI, SECTION B, LINE 11B SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S ADMINISTRATOR AND FINANCIAL MANAGER FOR THEIR REVIEW AND PRESENTATION TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C SERVICE EMPLOYEES INTL UNION LOC 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATOR MEETS WITH BUDGET COMMITTEE TO DISCUSS THE SALARIES OF EMPLOYEES OF THE FUND. THE ADMINISTRATOR MAKES RECOMMENDATIONS TO THE TRUSTEES BASED ON WAGE INFLATION RATES AND JUDGMENT AS WELL AS PERFORMANCE OF EMPLOYEES. JOB PERFORMANCE REVIEWS ARE PERFORMED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ROBERT MARTIN - P.O BOX 42608, PHILADELPHIA, PA 19101. GABE MORGAN - 209 9TH STREET, 9TH FLR, PITTSBURGH, PA 15222. TYRONE CHILCOTE - 30 SOUTH 17TH STREET - SUITE 1610, PHILADELPHIA, PA 19103. FORM 990, PART XII, LINE 2C: SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. 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