2020-07-11T11:41:16-05:00 2019-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2018-07-01 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 2020-07-06 true RICHARD L RUVELSON P00234075 3012726000 2020-07-06 209.190.253.84 22006220201935000415 2020-07-11 P EBD8DFBC700724A96E49BF1A406FB658268A8823 EBD8DFBC700724A96E49BF1A406FB658268A8823 2018 2021-09-10 13:11:23Z KYLE BRAGG 25 WEST 18TH STREET NEW YORK NY 10011 1627248576 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 0 431 0 0 0 0 1435598475 1526580246 4236623 14423480 6497868 7536755 1446332966 1548540481 0 0 1163171851 1271327465 27274056 32469316 0 0 0 65752455 66968613 1256198362 1370765394 190134604 177775087 1350753304 1582100143 3860581 3117919 1346892723 1578982224 X SEE SCHEDULE O false false The plan provides various health benefits to approximately 114,700 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 65 0 true 431 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 HECTOR J FIGUEROA TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 222136 70773 HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 1.0 39.0 X X 0 698435 131303 SHIRLEY ALDEBOL TRUSTEE 1.0 39.0 X 0 148676 54691 CHARLES DOREGO TRUSTEE 1.0 39.0 X 0 0 0 KEVIN DOYLE TRUSTEE (THRU 4/12/2019) 1.0 7.65 X 0 21000 0 LARRY ENGELSTEIN TRUSTEE 1.0 39.0 X 0 197804 61582 JOHN SANTORA TRUSTEE 1.0 39.0 X 0 0 0 FRED WARD TRUSTEE 1.0 39.0 X 0 0 0 MICHAEL BADOWSKI DEPUTY TRUSTEE 1.0 39.0 X 0 175089 37837 KYLE BRAGG DEPUTY TRUSTEE 1.0 39.0 X 0 203999 66746 LENORE FRIEDLAENDER DEPUTY TRUSTEE 1.0 39.0 X 0 158478 57429 EMANUEL PASTREICH DEPUTY TTEE (THRU 9/26/2018) 1.0 39.0 X 0 146633 48829 JOHN SANTOS DEPUTY TRUSTEE 1.0 39.0 X 0 148888 54764 HARRY WEINBERG DEPUTY TRUSTEE 1.0 39.0 X 0 241730 37617 PETER GOLDBERGER EXEC DIRECTOR 19.5 15.5 X 270625 0 35142 ELAINE POMMELLS DIR OF FINANCE & ADMIN 22.0 13.0 X 209832 0 32707 STEVE JENKINS DIRECTOR OF OPERATIONS 24.0 11.0 X 175478 0 39260 SARA ROTHSTEIN DIR, HEALTH FUND 35.0 0.0 X 190626 0 32450 RANDI FARBER DIRECTOR, TECH & OPERATIONS 25.0 10.0 X 227701 0 33384 ALAN LANGER DIR OF ACCTG (THRU 6/29/2018) 15.5 19.5 X 208612 0 16546 THOMAS ORMSBY DIR. OF BILLING & COLLECTIONS 28.0 7.0 X 205596 0 32552 MARGARET NAPIER DIRECTOR OF COMPLIANCE 12.0 23.0 X 204539 0 33398 MALGORZATA GAPINSKA DIR OF INFO MGMT 22.5 12.5 X 186813 0 31839 1879822 2362868 908849 63 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA 14TH FL NEW YORK NY 11006 Medical Claims Admin 39470476 DELTA DENTAL PO BOX 2105 MECHANICSBURG PA 17055 Dental Claims Admin 2551320 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 MEDICAL CLAIMS ADMIN 2490005 SCHULTHEIS PANETTIERI LLP 210 MARCUS BLVD HAUPPAUGE NY 11788 PAYROLL AUDITOR 1459411 VITECH SYSTEMS GROUP 404 PARK AVE S NEW YORK NY 10016 COMPUTER CONSULTANT 1170423 23 0 EMPLOYERS' CONTRIBUTIONS 525100 1517847714 1517847714 PARTICIPANTS' CONTRIBUTIONS 525100 1374103 1374103 RENTAL INCOME FROM AFFILIATES 531120 7358429 7358429 1526580246 4355984 4355984 0 0 0 0 0 88775591 78708095 10067496 10067496 10067496 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 5642647 5642647 REIMBURSED ADMINISTRATIVE EXPENSES 900099 1747807 1747807 LIQUIDATED DAMAGES - EMPLOYERS 900099 113737 113737 32564 32564 7536755 1548540481 1534117001 14423480 0 0 0 1271327465 1047118 0 19551064 5966597 4231975 1672562 0 1412712 153991 0 0 1026536 47938061 0 817497 956663 0 5065917 18484 0 50595 940 0 6291724 487461 BENEFIT COMMUNICATIONS 1102569 COMPLIANCE PUBLICATIONS 933670 TRANSITIONAL REINSURANCE FEE 453287 OTHER TAXES 208621 49885 1370765394 7146449 8155979 76121030 152817513 0 0 132953521 135827398 0 0 0 0 0 0 0 0 3521359 2159047 178742363 31627357 152287720 147115006 0 0 945516422 1106625171 0 0 0 0 33206803 29400029 1350753304 1582100143 2922023 2952597 0 0 0 0 0 0 0 0 0 0 0 0 0 0 938558 165322 3860581 3117919 X 0 0 0 0 1346892723 1578982224 1346892723 1578982224 1350753304 1582100143 177775087 54314414 X false true X true false 11030920 11030920 142222660 16966559 125256101 20846338 11330756 9515582 4642445 3330042 1312403 147115006 SSGA COMMINGLED FUNDS 853147776 F PRIMUS HIGH YIELD BOND FUND LP 66089413 F LONGVIEW LARGECAP 500 INDEX 119371955 F PAYDEN EMERGING MKTS BOND FD 33629570 F LSV EMERGING MKTS EQUITY FD LP 34221135 F DEF COMP ANNUITY CONTRACT 165322 F 1106625171 0 DEFERRED COMPENSATION 165322 165322 X 1592722123 54314414 54314414 1538407709 1026536 9106236 10132772 1548540481 1360632622 1360632622 1026536 9106236 10132772 1370765394 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, 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: $1,747,807 REIMBURSED ADMINISTRATIVE EXPENSES $7,358,429 RENTAL INCOME FROM AFFILIATES ---------- $9,106,236 ========== 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: $1,747,807 REIMBURSED ADMINISTRATIVE EXPENSES $7,358,429 RENTAL INCOME FROM AFFILIATES ---------- $9,106,236 ========== X X X true false false HECTOR J FIGUEROA TRUSTEE/CHAIRMAN 0 214020 8116 0 50531 0 20242 0 292909 0 0 HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 0 515835 182600 0 111292 0 20011 0 829738 0 0 SHIRLEY ALDEBOL TRUSTEE 0 138276 10400 0 34925 0 19766 0 203367 0 0 LARRY ENGELSTEIN TRUSTEE 0 197338 466 0 41335 0 20247 0 259386 0 0 MICHAEL BADOWSKI DEPUTY TRUSTEE 0 171089 4000 0 18509 0 19328 0 212926 0 0 KYLE BRAGG DEPUTY TRUSTEE 0 195435 8564 0 46702 0 20044 0 270745 0 0 LENORE FRIEDLAENDER DEPUTY TRUSTEE 0 150452 8026 0 37434 0 19995 0 215907 0 0 EMANUEL PASTREICH DEPUTY TTEE (THRU 9/26/2018) 0 137345 9288 0 28974 0 19855 0 195462 0 0 JOHN SANTOS DEPUTY TRUSTEE 0 138276 10612 0 34925 0 19839 0 203652 0 0 HARRY WEINBERG DEPUTY TRUSTEE 0 227180 14550 0 18646 0 18971 0 279347 0 0 PETER GOLDBERGER EXEC DIRECTOR 258887 0 10577 1161 16648 0 21624 0 308897 0 0 0 ELAINE POMMELLS DIR OF FINANCE & ADMIN 204968 0 4038 826 14213 0 21204 0 245249 0 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 171607 0 3558 313 22074 0 18134 0 215686 0 0 0 SARA ROTHSTEIN DIR, HEALTH FUND 186702 0 3750 174 13455 0 20816 0 224897 0 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 218362 0 8462 877 14890 0 20316 0 262907 0 0 0 ALAN LANGER DIR OF ACCTG (THRU 6/29/2018) 99916 0 0 108696 7370 0 10139 0 226121 0 0 0 THOMAS ORMSBY DIR. OF BILLING & COLLECTIONS 196721 0 7688 1187 14058 0 21924 0 241578 0 0 0 MARGARET NAPIER DIRECTOR OF COMPLIANCE 188210 0 15935 394 14104 0 23355 0 241998 0 0 0 MALGORZATA GAPINSKA DIR OF INFO MGMT 176231 0 10349 233 13345 0 21924 0 222082 0 0 0 PART I, LINE 4A - SEVERANCE PAYMENT: ALAN LANGER RECEIVED A SEVERANCE PAYMENT OF $97,055 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 WHICH REQUIRE UNANIMOUS ACTION BY THE BOARD OF TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES HECTOR FIGUEROA, LARRY ENGELSTEIN AND SHIRLEY ALDEBOL SERVE AS PRESIDENT, EXECUTIVE VICE PRESIDENT AND VICE PRESIDENT OF SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, RESPECTIVELY. TRUSTEE KEVIN DOYLE SERVES AS A CONSULTANT FOR THE SERVICE EMPLOYEE INTERNATIONAL UNION LOCAL 32BJ, THROUGH APRIL 12, 2019, RESPECTIVELY. DEPUTY TRUSTEES KYLE BRAGG, LENORE FRIEDLAENDER, EMANUEL PASTREICH (THROUGH SEPTEMBER 26, 2018) AND JOHN SANTOS SERVE AS SECRETARY TREASUERER, ASSISTANT TO THE PRESIDENT, AT LARGE BOARD AND VICE PRESIDENT OF SERVICE EMPLOYEE INTERNATIONAL UNION LOCAL 32BJ, RESPECTIVELY. TRUSTEE HOWARD ROTHSCHILD AND DEPUTY TRUSTEES MICHAEL BADOWSKI AND HARRY WEINBERG SERVE AS PRESIDENT, EMPLOYEE AND EMPLOYEE OF 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 which, 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. 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 C&W FACILITY SERVICES INC NA COLLINS BUILDING SERVICES INC NA GUARDIAN SERVICES INDUSTRIES INC NA HARVARD MAINTENANCE INC NA PRITCHARD INDUSTRIES INC NA QUALITY BUILDING SERVICES CORP (QBS) 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 12785917 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 CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.