2019-05-03T10:36:40-05:00 2018-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2017-07-01 132928869 BUILDING SERVICE 32BJ HEALTH FUND % DEANNE RODNEY BUIL 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 HECTOR FIGUEROA HOWARD ROTHSCHILD TRUSTEES 2123883489 2019-04-30 true RICHARD L RUVELSON P00234075 3012726000 2019-05-01 209.190.253.84 22006220191235000093 2019-05-03 P 81E6CC8B2CB66F65E5A09C99C3269647E2E4A51C 26923E6707FB4A42B62755E4784A3B0C6DC5F428 2017 2019-02-21 02:37:17Z HECTOR FIGUEROA 25 WEST 18TH STREET NEW YORK NY 10011 1465825160 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 0 438 0 0 182673 0 0 1267042500 1435598475 2513047 4236623 5822337 6497868 1275377884 1446332966 0 0 1061558180 1163171851 26827221 27274056 0 0 0 64696861 65752455 1153082262 1256198362 122295622 190134604 1146333179 1350753304 4646591 3860581 1141686588 1346892723 X SEE SCHEDULE O false false The plan provides various health benefits to approximately 114,500 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 false false true 599 0 true 438 true true true 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 222681 68217 HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 1.0 39.0 X X 0 660268 129928 SHIRLEY ALDEBOL TRUSTEE 1.0 39.0 X 0 146290 51831 CHARLES DOREGO TRUSTEE 1.0 39.0 X 0 0 0 KEVIN DOYLE TRUSTEE 1.0 7.65 X 0 33750 0 LARRY ENGELSTEIN TRUSTEE 1.0 39.0 X 0 200560 58316 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 170055 36557 KYLE BRAGG DEPUTY TRUSTEE 1.0 39.0 X 0 203706 64831 LENORE FRIEDLAENDER DEPUTY TRUSTEE 1.0 39.0 X 0 159039 55156 EMANUEL PASTREICH DEPUTY TRUSTEE 1.0 39.0 X 0 140585 45728 JOHN SANTOS DEPUTY TRUSTEE 1.0 39.0 X 0 146473 52427 HARRY WEINBERG DEPUTY TRUSTEE 1.0 39.0 X 0 235165 36648 SUSAN COWELL EXEC DIRECTOR (THRU 12/2017) 13.0 22.0 X 269387 0 33576 PETER GOLDBERGER EXEC DIRECTOR (EFF 1/2018) 19.0 16.0 X 234173 0 32439 ELAINE POMMELLS DIR OF FINANCE & ADMIN 21.0 14.0 X 194449 0 30844 STEVE JENKINS DIRECTOR OF OPERATIONS 0.0 35.0 X 0 146761 47303 ANGELO DASCOLI DIRECTOR OF HEALTH FUND 35.0 0.0 X 222574 0 31901 RANDI FARBER DIRECTOR, TECH & OPERATIONS 23.0 12.0 X 217698 0 31730 MARGARET NAPIER DIRECTOR OF COMPLIANCE 12.0 23.0 X 203814 0 32383 PETER HAMARICH DIRECTOR OF HR (THRU 1/1/2018) 20.0 15.0 X 201415 0 31068 THOMAS ORMSBY DIR. OF BILLING & COLLECTIONS 28.0 7.0 X 200386 0 31090 ALAN LANGER DIRECTOR OF ACCOUNTING 15.0 20.0 X 199037 0 31006 1942933 2465333 932979 32 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA 14TH FL NEW YORK NY 11006 Medical Claims Admin 37792287 DELTA DENTAL PO BOX 2105 MECHANICSBURG PA 17055 Dental Claims Admin 2741224 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 MEDICAL CLAIMS ADMIN 2416287 SCHULTHEIS PANETTIERI LLP 210 MARCUS BLVD HAUPPAUGE NY 11788 PAYROLL AUDITOR 1472440 VITECH SYSTEMS GROUP 404 PARK AVE S NEW YORK NY 10016 COMPUTER CONSULTANT 1438910 20 0 EMPLOYERS' CONTRIBUTIONS 525100 1427059804 1427059804 PARTICIPANTS' CONTRIBUTIONS 525100 1370449 1370449 RENTAL INCOME FROM AFFILIATES 531120 7168222 7168222 1435598475 2970993 2970993 0 0 0 0 0 20757824 19492194 1265630 1265630 1265630 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 4707713 4707713 REIMBURSED ADMINISTRATIVE EXPENSES 900099 1684503 1684503 LIQUIDATED DAMAGES - EMPLOYERS 900099 83545 83545 22107 22107 6497868 1446332966 1442096343 4236623 0 0 0 1163171851 827844 0 18521665 2525020 3804788 1594739 0 1815355 126838 0 0 577256 47789773 0 835678 818238 0 5088884 14164 0 44778 402 0 6158328 478868 MEMBER BENEFIT COMMUNICATIONS 1129106 TRANSITIONAL REINSURANCE FEE 414884 EDUCATION AND PROMOTION 426419 DUES AND SUBSCRIPTIONS 17238 16246 1256198362 8878655 7146449 77291170 76121030 0 0 128952165 132953521 0 0 0 0 0 0 0 0 5603358 3521359 177568358 25280638 157214928 152287720 0 0 742311779 945516422 0 0 0 0 26081124 33206803 1146333179 1350753304 2308344 2922023 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2338247 938558 4646591 3860581 X 0 0 0 0 1141686588 1346892723 1141686588 1346892723 1146333179 1350753304 190134604 15071531 X false true X true false 11030920 11030920 142129564 12787580 129341984 24407874 12493058 11914816 152287720 SSGA COMMINGLED FUNDS 774400844 F PRIMUS HIGH YIELD BOND FUND LP 50334253 F LONGVIEW LARGECAP 500 INDEX 73139851 F PAYDEN EMERGING MKTS BOND FD 31280593 F LSV EMERGING MKTS EQUITY FD LP 16200749 F DEF COMP ANNUITY CONTRACT 160132 F 945516422 0 DUE TO BROKER 778426 DEFERRED COMPENSATION 160132 938558 X 1451974516 15071531 15071531 1436902985 577256 8852725 9429981 1446332966 1246768381 1246768381 577256 8852725 9429981 1256198362 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions 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 Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of June 30, 2018 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: $1,684,503 REIMBURSED ADMINISTRATIVE EXPENSES $7,168,222 RENTAL INCOME FROM AFFILIATES ---------- $8,852,725 ========== 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: $1,684,503 REIMBURSED ADMINISTRATIVE EXPENSES $7,168,222 RENTAL INCOME FROM AFFILIATES ---------- $8,852,725 ========== X X X false false false HECTOR J FIGUEROA TRUSTEE/CHAIRMAN 0 214020 0 8661 0 48343 0 19874 0 290898 0 0 HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 0 477668 182600 0 110815 0 19113 0 790196 0 0 SHIRLEY ALDEBOL TRUSTEE 0 135718 0 10572 0 32978 0 18853 0 198121 0 0 LARRY ENGELSTEIN TRUSTEE 0 197338 0 3222 0 39412 0 18904 0 258876 0 0 MICHAEL BADOWSKI DEPUTY TRUSTEE 0 159867 10188 0 18026 0 18531 0 206612 0 0 KYLE BRAGG DEPUTY TRUSTEE 0 195435 0 8271 0 44696 0 20135 0 268537 0 0 LENORE FRIEDLAENDER DEPUTY TRUSTEE 0 150452 0 8587 0 35869 0 19287 0 214195 0 0 EMANUEL PASTREICH DEPUTY TRUSTEE 0 134803 0 5782 0 27141 0 18587 0 186313 0 0 JOHN SANTOS DEPUTY TRUSTEE 0 135718 0 10755 0 32978 0 19449 0 198900 0 0 HARRY WEINBERG DEPUTY TRUSTEE 0 220990 14175 0 18517 0 18131 0 271813 0 0 SUSAN COWELL EXEC DIRECTOR (THRU 12/2017) 250010 0 14430 4947 16129 0 17816 0 303332 0 0 0 PETER GOLDBERGER EXEC DIRECTOR (EFF 1/2018) 224513 0 8745 915 14992 0 20576 0 269741 0 0 0 ELAINE POMMELLS DIR OF FINANCE & ADMIN 190307 0 3846 296 13397 0 19816 0 227662 0 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 0 146761 0 29487 0 19344 0 195592 0 0 ANGELO DASCOLI DIRECTOR OF HEALTH FUND 210714 0 11860 14454 0 17816 0 254844 0 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 208781 0 8090 827 14283 0 19259 0 251240 0 0 0 MARGARET NAPIER DIRECTOR OF COMPLIANCE 192696 0 11118 13896 0 22638 0 240348 0 0 0 PETER HAMARICH DIRECTOR OF HR (THRU 1/1/2018) 189456 0 11214 745 13621 0 18896 0 233932 0 0 0 THOMAS ORMSBY DIR. OF BILLING & COLLECTIONS 191738 0 7500 1148 13643 0 20876 0 234905 0 0 0 ALAN LANGER DIRECTOR OF ACCOUNTING 187726 0 10926 385 13559 0 19376 0 231972 0 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 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. DEPUTY TRUSTEES KYLE BRAGG, LENORE FRIEDLAENDER, MANNY PASTREICH 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) false Thomas Shortman Training Scholarship 25 West 18th Street New York NY 10011 237424757 Training Fund NY 501(C)3 2 false Building Service 32BJ Legal Services 25 West 18th Street New York NY 10011 136841620 Legal Service NY 501(C)9 false Building Service 32BJ SRSP Fund 25 West 18th Street New York NY 10011 133507075 profit share NY 401(K) false BOARD OF TRUSTEES BLDG SVC 32BJ HEALTH 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY false SEIU LOCAL 32BJ NYC SCHOOL SUPPORT SERVICES INC SCHOOL DISTRICT OF PHILADELPHIA REALTY ADVISORY BOARD ON LABOR RELATIONS ABM JANITORIAL SERVICES INC ALLIED UNIVERSAL SECURITY SERVICES COLLINS BUILDING SERVICES INC C&W FACILITY SERVICES INC HARVARD MAINTENANCE INC PRITCHARD INDUSTRIES INC false false false false false false false false false true false false false true true false true true true 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.