2021-05-17T17:34:54-05:00 2020-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2019-07-01 132928869 BUILDING SERVICE 32BJ HEALTH FUND % DEANNE RODNEY BUIL 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2123883489 2021-05-14 true RICHARD L RUVELSON P00234075 3012726000 2021-05-14 2019 2022-09-23 18:48:47Z KYLE BRAGG 25 WEST 18TH STREET NEW YORK NY 10011 2614110520 false X WWW.32BJFUNDS.ORG X 1978 NY To provide health, death, life insurance, accidental death & dismemberment and long-term disability benefits to its eligible participants & dependents under collective bargaining. 8 0 428 0 0 0 160582 1526580246 1585017291 14423480 49583268 7536755 5697355 1548540481 1640458496 0 0 1271327465 1285770509 32469316 31783670 0 0 0 66968613 68846920 1370765394 1386401099 177775087 254057397 1582100143 1946002872 3117919 5934451 1578982224 1940068421 X SEE SCHEDULE O false false The plan provides various health benefits to approximately 117,200 eligible participants. false false false false false false false false false true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true true false true 55 0 true 428 true false false false false false false false false X 8 0 true false false false false true false true true false false true true true true true true true true false X DEANNE RODNEY 2123883296 25 WEST 18TH STREET NEW YORK NY 10011 X HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 1.0 39.0 X X 0 752927 134246 PETER GOLDBERGER EXECUTIVE DIRECTOR 20.5 14.5 X 294716 0 38677 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 35.0 0.0 X 261249 0 36199 KYLE BRAGG TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 218689 69699 HARRY WEINBERG DEPUTY TRUSTEE 1.0 39.0 X 0 243588 36269 RANDI FARBER DIRECTOR, TECH & OPERATIONS 24.0 11.0 X 237708 0 35293 SARA ROTHSTEIN DIRECTOR OF HEALTH FUND 33.5 1.5 X 226112 0 35398 LARRY ENGELSTEIN TRUSTEE 1.0 39.0 X 0 204843 50506 ELAINE POMMELLS DIR OF FINANCE & ADMIN 23.0 12.0 X 218177 0 34528 THOMAS ORMSBY DIR OF BILLING & COLLECTIONS 28.0 7.0 X 215546 0 34472 STEVE JENKINS DIRECTOR OF OPERATIONS 24.0 11.0 X 207435 0 34098 ROBERT SCHWARTZ DEPUTY TRUSTEE (EFF 8/1/19) 1.0 39.0 X 0 201244 39996 MARGARET NAPIER DIRECTOR OF COMPLIANCE 13.5 21.5 X 204956 0 35110 MALGORZATA GAPINSKA DIR OF INFORMATION MGMT 24.0 11.0 X 190445 0 34533 MICHAEL BADOWSKI DEPUTY TRUSTEE 1.0 39.0 X 0 181058 39877 LENORE FRIEDLAENDER DEPUTY TRUSTEE 1.0 39.0 X 0 162002 58559 ELIZABETH BAKER DEPUTY TRUSTEE 1.0 39.0 X 0 163426 54478 KEVIN BROWN DEPUTY TRUSTEE 1.0 39.0 X 0 152657 55999 JOHN SANTOS DEPUTY TRUSTEE 1.0 39.0 X 0 152437 55999 SHIRLEY ALDEBOL TRUSTEE 1.0 39.0 X 0 152388 55999 EMANUEL PASTREICH TRUSTEE (EFF 10/7/19) 1.0 39.0 X 0 156234 49836 HECTOR J FIGUEROA TTEE/CHAIRMAN (THRU 7/11/19) 1.0 39.0 X X 0 139590 39501 CHARLES DOREGO TRUSTEE 1.0 39.0 X 0 0 0 JOHN SANTORA TRUSTEE 1.0 39.0 X 0 0 0 FRED WARD TRUSTEE 1.0 39.0 X 0 0 0 2056344 2881083 1059272 66 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA 14TH FL NEW YORK NY 11006 Medical Claims Admin 40806025 DELTA DENTAL PO BOX 2105 MECHANICSBURG PA 17055 Dental Claims Admin 2915262 SCHULTHEIS PANETTIERI LLP 210 MARCUS BLVD HAUPPAUGE NY 11788 PAYROLL AUDITOR 1623153 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 MEDICAL CLAIMS ADMIN 1540539 VITECH SYSTEMS GROUP 404 PARK AVE S NEW YORK NY 10016 COMPUTER CONSULTANT 1395947 26 160582 160582 EMPLOYERS' CONTRIBUTIONS 525100 1575985372 1575985372 PARTICIPANTS' CONTRIBUTIONS 525100 1496635 1496635 RENTAL INCOME FROM AFFILIATES 531120 7535284 7535284 1585017291 8896525 8896525 0 0 0 0 0 1014338767 973652024 40686743 40686743 40686743 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 3576324 3576324 REIMBURSED ADMINISTRATIVE EXPENSES 900099 1957920 1957920 LIQUIDATED DAMAGES - EMPLOYERS 900099 89210 89210 73901 23347 50554 5697355 1640458496 1590664092 49633822 0 0 0 1285770509 1123213 0 21149844 3057746 4654665 1798202 0 1869395 137000 0 0 1152098 48579692 0 1267217 1121386 0 5601580 12899 0 61110 91 0 6538569 515088 COMPLIANCE PUBLICATIONS 1135752 BENEFIT COMMUNICATIONS 822437 DUES AND SUBSCRIPTIONS 19260 MISCELLANEOUS 8372 4974 1386401099 8155979 0 152817513 174461302 0 0 135827398 127735885 0 0 0 0 0 0 0 0 2159047 8757822 182202556 37981155 147115006 144221401 0 0 1106625171 1448633891 0 0 0 0 29400029 42192571 1582100143 1946002872 2952597 5769661 0 0 0 0 0 0 0 0 0 0 0 0 0 0 165322 164790 3117919 5934451 X 0 0 0 0 1578982224 1940068421 1578982224 1940068421 1582100143 1946002872 X 254057397 596074 106432726 X false true X true false 0 11030920 11030920 0 143836668 21167929 122668739 0 21487674 13023655 8464019 0 5847294 3789571 2057723 144221401 SSGA COMMINGLED FUNDS 811974863 F PRIMUS HIGH YIELD BOND FUND LP 78557366 F LONGVIEW LARGECAP 500 INDEX 152859833 F PAYDEN EMERGING MKTS BOND FD 44891836 F LSV EMERGING MKTS EQUITY FD LP 39039551 F DEF COMP ANNUITY CONTRACT 164790 F VANGUARD S/T INFL PROT-INS 321145652 F 1448633891 0 DEFERRED COMPENSATION 164790 164790 X 1630358714 596074 596074 1629762640 1152098 9543758 10695856 1640458496 1375705243 1375705243 1152098 9543758 10695856 1386401099 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize an income tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of June 30, 2020 and 2019 there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax-related interest or penalties for the periods presented in these financial statements. PART XI, LINE 4B - OTHER REVENUES NOT INCLUDED ON F/S, INCLUDED ON RETURN: THE FOLLOWING REVENUES WERE NETTED AGAINST EXPENSES FOR FINANCIAL STATEMENT PURPOSES: $ 1,957,920 REIMBURSED ADMINISTRATIVE EXPENSES $ 7,535,284 RENTAL INCOME FROM AFFILIATES $ 50,554 UNRELATED BUSINESS INCOME TAX REFUND ------------ $ 9,543,758 ============ PART XII, LINE 4B-OTHER EXPENSES NOT INCLUDED ON F/S, INCLUDED ON RETURN: THE FOLLOWING REVENUES WERE NETTED AGAINST EXPENSES FOR FINANCIAL STATEMENT PURPOSES: $ 1,957,920 REIMBURSED ADMINISTRATIVE EXPENSES $ 7,535,284 RENTAL INCOME FROM AFFILIATES $ 50,554 UNRELATED BUSINESS INCOME TAX REFUND ------------ $ 9,543,758 ============ X X X false false false PETER GOLDBERGER EXECUTIVE DIRECTOR 277536 0 16262 918 17886 0 24340 0 336942 0 0 0 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 256106 0 4927 216 16408 0 20160 0 297817 0 0 0 KYLE BRAGG TRUSTEE/CHAIRMAN 0 208405 10284 0 49539 0 21458 0 289686 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 223867 0 13010 831 15502 0 21666 0 274876 0 0 0 SARA ROTHSTEIN DIRECTOR OF HEALTH FUND 217320 0 8654 138 15087 0 22186 0 263385 0 0 0 LARRY ENGELSTEIN TRUSTEE 0 180582 24261 0 35331 0 15809 0 255983 0 0 ELAINE POMMELLS DIR OF FINANCE & ADMIN 213264 0 4139 774 14737 0 22025 0 254939 0 0 0 THOMAS ORMSBY DIR OF BILLING & COLLECTIONS 206321 0 8077 1148 14681 0 23605 0 253832 0 0 0 MARGARET NAPIER DIRECTOR OF COMPLIANCE 192823 0 11395 738 14319 0 24745 0 244020 0 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 202955 0 4038 442 14307 0 21666 0 243408 0 0 0 MALGORZATA GAPINSKA DIR OF INFORMATION MGMT 179615 0 10607 223 13742 0 24300 0 228487 0 0 0 LENORE FRIEDLAENDER DEPUTY TRUSTEE 0 154128 7874 0 38399 0 21404 0 221805 0 0 ELIZABETH BAKER DEPUTY TRUSTEE 0 163283 143 0 34318 0 21469 0 219213 0 0 KEVIN BROWN DEPUTY TRUSTEE 0 141705 10952 0 35839 0 21307 0 209803 0 0 JOHN SANTOS DEPUTY TRUSTEE 0 141705 10732 0 35839 0 21230 0 209506 0 0 SHIRLEY ALDEBOL TRUSTEE 0 141705 10683 0 35839 0 21148 0 209375 0 0 EMANUEL PASTREICH TRUSTEE (EFF 10/7/19) 0 140750 15484 0 29676 0 21247 0 207157 0 0 HECTOR J FIGUEROA TTEE/CHAIRMAN (THRU 7/11/19) 0 134399 5191 0 28758 0 11548 0 179896 0 0 MICHAEL BADOWSKI DEPUTY TRUSTEE 0 170058 11000 0 18873 0 21004 0 220935 0 0 HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 0 555927 197000 0 112401 0 21845 0 887173 0 0 ROBERT SCHWARTZ DEPUTY TRUSTEE (EFF 8/1/19) 0 193244 8000 0 19772 0 20224 0 241240 0 0 HARRY WEINBERG DEPUTY TRUSTEE 0 233588 10000 0 15670 0 20599 0 279857 0 0 PART III, LINE 1 - ORGANIZATION'S MISSION: ESTABLISHED TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, DISEASE MANAGEMENT), DEATH BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LONG-TERM DISABILITY TO ITS ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH A COLLECTIVE BARGAINING AGREEMENT OR PARTICIPATION AGREEMENT. PART VI, SECTION A, LINE 1A - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE 32BJ HEALTH FUND SHALL CONSIST OF TWO TRUSTEES OF THE FUND. THE COMMITTEE IS DELEGATED FULL AUTHORITY TO ACT ON SUCH MATTERS AS IT SHALL DETERMINE TO REQUIRE ACTION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT FOR AMENDMENTS TO THE TRUST AGREEMENT AND ANY MATTERS THAT REQUIRE UNANIMOUS ACTION BY THE BOARD OF TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES HECTOR FIGUEROA (THROUGH 7/11/2019), KYLE BRAGG, SHIRLEY ALDEBOL, LARRY ENGELSTEIN, EMANUEL PASTREICH AND DEPUTY TRUSTEES ELIZABETH BAKER, KEVIN BROWN, LENORE FRIEDLAENDE & JOHN SANTOS HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEE INTERNATIONAL UNION LOCAL 32BJ, RESPECTIVELY. TRUSTEE HOWARD ROTHSCHILD AND DEPUTY TRUSTEES MICHAEL BADOWSKI, ROBERT SCHWARTZ & HARRY WEINBERG HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC., RESPECTIVELY. PART VI, SECTION A, LINE 7A - APPOINTMENT OF TRUSTEES: If a union trustee vacancy arises, the fund's trust agreement provides that the service employees international union local 32BJ has the power to appoint a successor union trustee for the fund. If an employer trustee vacancy arises, the fund's trust agreement provides that the realty advisory board has the power to appoint a successor employer trustee for the fund. PART VI, SECTION B, LINE 11B - REVIEW OF FORM 990: The form 990 is reviewed by the Fund's Accounting Department. The final form 990 is then provided to the board of trustees for their review and approval prior to filing the return. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: The fund is subject to the requirements of the employee retirement income security act, as amended ("ERISA") and the fiduciary standards of ERISA, including the prohibited transactions provisions, which constitutes the fund's conflict of interest policy. The board of trustees monitors and enforces compliance with those provisions as required by ERISA along with the assistance of the fund's professionals. In addition, the fund has an established Code of Ethical Conduct policy that includes a conflicts of interest policy. PART VI, SECTION B, LINES 15A/15B-TOP MGT OFFICIALS COMPENSATION: The fund retained an independent compensation consultant that conducted searches on a local and national level for similar jobs and determined reasonableness of the fund's compensation based on the benefits the fund provides and other internal factors. The consultant also built a salary structure foundation for the fund and that structure is reviewed annually and adjusted when appropriate. In addition, the director of human resources subscribes to an online compensation survey that is used as a tool in reviewing the fund's compensation for comparability purposes against the current job market. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS: The fund makes its governing documents, policies, and financial statements available to participants, beneficiaries, the sponsoring union, and contributing employers as required by ERISA. PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: ON MAY 21, 2019 THE TRUSTEES APPROVED A MERGER AGREEMENT WITH THE BOSTON BUILDING SERVICE EMPLOYEES' TRUST FUND AND ALL REMAINING ASSETS WERE TRANSFERRED INTO BUILDING SERVICE 32BJ HEALTH FUND ON DECEMBER 31, 2019 OF $106,432,726. Building Service 32BJ Pension Fund 25 West 18th Street New York NY 10011 131879376 Pension Benef NY 401(A) N/A false Thomas Shortman Training Scholarship 25 West 18th Street New York NY 10011 237424757 Training Fund NY 501(C)3 2 N/A false Building Service 32BJ Legal Services 25 West 18th Street New York NY 10011 136841620 Legal Service NY 501(C)9 N/A false Building Service 32BJ SRSP Fund 25 West 18th Street New York NY 10011 133507075 profit share NY 401(K) N/A false BOARD OF TRUSTEES BLDG SVC 32BJ HEALTH 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY N/A false UNION HEALTH CENTER INC 275 7TH AVENUE NEW YORK NY 10001 135563408 HEALTHCARE NY 501(C)(3) 10 32BJ HLTH FD true SEIU LOCAL 32BJ N/A NYC SCHOOL SUPPORT SERVICES INC N/A REALTY ADVISORY BOARD ON LABOR RELATIONS N/A SCHOOL DISTRICT OF PHILADELPHIA N/A ABM JANITORIAL SERVICES INC NA ALLIED UNIVERSAL SECURITY SERVICES NA AKAM ASSOCIATES INC NA BROWN HARRIS STEVENS RES MG LLC NA C&W Facility Services Inc NA CHARLES H GREENTHAL GROUP INC NA COLLINS BUILDING SERVICES INC NA DOUGLAS ELLIMAN PROPERTY MANAGEMENT NA FIRSTSERVICE RESIDENTIAL NA GUARDIAN SERVICES INDUSTRIES INC NA HALSTEAD MANAGEMENT CO LLC NA HARVARD MAINTENANCE NA ORSID REALTY CORP NA PRITCHARD INDUSTRIES INC NA QUALITY BUILDING SERVICES CORP NA SECURITAS SECURITY SERVICES USA INC NA false false false false false false false false false true false false true true true false true true true UNION HEALTH CENTER INC M 14021157 billed services PART IV - CONTRIBUTING EMPLOYERS: BASED ON THE HIGH VOLUME OF CONTRIBUTING EMPLOYERS TO THE FUND, THE FUND IS DISCLOSING THOSE THAT CONTRIBUTED GREATER THAN 1% OF ALL EMPLOYER CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.