2025-11-13T15:01:44-06:00 2024-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2024-01-01 131699839 32BJ NORTH HEALTH FUND % DOMINIC BOCHIECHIO 32BJ 2125392778 25 WEST 18TH STREET NEW YORK NY 10011 ELAINE POMMELLS DIRECTOR OF FINANCE 2125392778 2025-11-17 true true RICHARD RUVELSON P00234075 3012726000 2024 2025-03-06 01:10:19Z ELAINE POMMELLS 25 WEST 18TH STREET NEW YORK NY 10011 82815629 false X WWW.32BJFUNDS.ORG X 1948 NY ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS OF LOCAL 32BJ AND THEIR ELIGIBLE DEPENDENTS ESTABLISHED BY A COLLECTIVE-BARGAINING AGREEMENT. 4 0 0 0 0 0 0 0 49767484 53565128 2054756 2590305 217380 161286 52039620 56316719 0 0 46204746 41428539 0 0 0 0 0 1772552 1921674 47977298 43350213 4062322 12966506 59854991 73011517 1629535 1099699 58225456 71911818 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS THAT ARE COVERED BY COLLECTIVE-BARGAINING AGREEMENTS WITH SEIU LOCAL 32BJ OR OTHER WRITTEN AGREEMENTS WITH THE FUND'S BOARD OF TRUSTEES. false false HEALTH AND WELFARE BENEFITS - THE FUND PROVIDES HEALTH WELFARE BENEFITS TO APPROXIMATELY 2,718 MEMBERS. false false false false false false false false false true false 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 6 0 true 0 false false false false false false false false X 4 0 true false false false false true false true true false false true true true true true true false false false X DOMINIC BOCHIECHIO 2123883296 25 WEST 18TH STREET NEW YORK NY 10011 Elizabeth Baker TRUSTEE 0.5 39.5 X 0 187541 59691 Shirley Aldebol TRUSTEE/CHAIR 0.5 39.5 X X 0 181836 63899 WILLIAM SCHUR TRUSTEE/SECRETARY 0.5 39.5 X X 0 30000 0 PETER GOLDBERGER EXECUTIVE DIRECTOR 0.6 0.47 X 7047 0 908 STEVE JENKINS DEPUTY EXECUTIVE DIRECTOR 0.49 0.38 X 5190 0 740 ELAINE POMMELLS DIRECTOR OF FINANCE 0.41 0.43 X 4207 0 616 RICHARD BERGER TRUSTEE 0.5 39.5 X 0 0 0 16444 399377 125854 0 false true true Anthem EAP 220 Virginia Avenue INDIANAPOLIS IN 462043709 Counseling services 1303357 BUILDING SERVICE 32BJ HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 ADMIN SERVICES 1281393 Schultheis Panettieri LLP 450 WIRELESS BOULEVARD HAUPPAUGE NY 11788 PAYROLL AUDIT FEES 116135 3 0 EMPLOYERS' CONTRIBUTIONS 525100 53565128 53565128 53565128 2001869 2001869 0 0 0 0 0 27087346 26498910 588436 588436 588436 0 0 0 0 0 0 0 0 0 INTEREST & ASSESSMENTS - P/R AUDITS 900099 161286 161286 161286 56316719 53726414 0 2590305 0 0 0 41428539 0 0 0 0 0 0 0 155843 82800 0 0 38719 183792 0 17576 4031 0 0 0 0 3501 0 0 58790 28110 ALLOCATED ADMIN SERVICES 1281393 MEMBER COMPLIANCE PUBLICATIONS 36965 AFFORDABLE CARE ACT FEES 16209 BENEFIT COMMUNICATIONS 8909 5036 43350213 0 0 2706304 5100595 0 0 4611444 5143054 0 0 0 0 0 0 0 0 12567 12568 1009753 757416 246040 252337 51397251 61727749 0 0 0 0 0 0 881385 775214 59854991 73011517 1629535 978163 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 121536 1629535 1099699 X 0 0 0 0 58225456 71911818 58225456 71911818 59854991 73011517 12966506 719856 X X false true X true false 887570 652383 235187 122183 105033 17150 252337 0 DUE TO AFFILIATES 121536 121536 X 56997856 719856 719856 56278000 38719 38719 56316719 43311494 43311494 38719 38719 43350213 PART X, LINE 2 - FIN 48 FOOTNOTE: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY AN ORGANIZATION AND RECOGNIZE AN INCOME TAX LIABILITY IF THE ORGANIZATION 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 DECEMBER 31, 2024 AND 2023 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 FINANACIAL STATEMENTS. X false false false PETER GOLDBERGER EXECUTIVE DIRECTOR 7047 0 0 0 0 0 141 0 767 0 7955 0 0 0 ELAINE POMMELLS DIRECTOR OF FINANCE 4207 0 0 0 0 0 101 0 515 0 4823 0 0 0 STEVE JENKINS DEPUTY EXECUTIVE DIRECTOR 5190 0 0 0 0 0 120 0 620 0 5930 0 0 0 Shirley Aldebol TRUSTEE/CHAIR 0 170935 0 0 0 10901 0 42284 0 21615 0 245735 0 0 Elizabeth Baker TRUSTEE 0 183738 0 0 0 3803 0 37915 0 21776 0 247232 0 0 PART II - COMPENSATION FROM UNRELATED ORGANIZATION: BUILDING SERVICE 32BJ HEALTH FUND PAYS COMPENSATION TO PETER GOLDBERGER FOR HIS SERVICES AS EXECUTIVE DIRECTOR, ELAINE POMMELLS FOR HER SERVICES AS DIRECTOR OF FINANCE AND STEVE JENKINS FOR HIS SERVICES AS DEPUTY EXECUTIVE DIRECTOR; OF WHICH A PORTION OF THEIR TIME IS ALLOCATED FOR SUCH SERVICES PERFORMED FOR 32BJ NORTH HEALTH SERVICES FUND. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: SHIRLEY ALDEBOL AND ELIZABETH BAKER HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. PART VI, SECTION A, LINE 7A - ELECTION OR APPOINTMENT OF BOARD MEMBERS: IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT 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 ASSOCIATION THAT APPOINTED THE PREDECESSOR TRUSTEE HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. PART VI, SECTION B, LINE 11B - REVIEW PROCESS 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 COMPLIANCE: 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. THIS CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS, POLICIES & FINANCIALS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THAT THE FUND MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. PART XII, LINE 2C - AUDIT OVERSIGHT AND SELECTION PROCESS: THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. 32BJ NORTH PENSION FUND 25 west 18th street new york NY 10011 131819138 PENSION FUND NY 401(A) N/A false 32BJ NORTH LEGAL SERVICES FUND 25 west 18th street new york NY 10011 133122838 LEGAL FUND NY 501(C)(9) N/A false SEIU LOCAL 32BJ 25 WEST 18TH STREET NEW YORK NY 10011 130535740 labor org NY 501(c)(5) N/A false BOARD OF TRUSTEES 32BJ NORTH HEALTH FD 25 WEST 18TH STREET NEW YORK NY 10011 131699839 PLAN SPONSOR NY 501(C)(9) NA false Bronx Realty Advisory Board 2332 GRAND CONCOURSE 400 BRONX NY 10458 131699461 LABOR NY 501(C)(6) N/A NA false HIGHBRIDGE COMMUNITY HDFC N/A QUALITY BUILDING SERVICES CORP (QBS) CONTRIB. ER NA KRAUS MANAGEMENT INC CONTRIB. ER NA CONCOURSE VILLAGE INC CONTRIB. ER NA SKYVIEW OWNERS CORPORATION CONTRIB. ER NA AMALGAMATED HOUSING CORP CONTRIB. ER NA MBD Community Housing Corp CONTRIB. ER NA false false false false false false false false false false false false false true true true false false true PART II AND PART IV - CONTRIBUTING EMPLOYERS: BASED ON THE NUMEROUS VOLUME OF CONTRIBUTING EMPLOYERS TO THE HEALTH FUND, THE FUND IS DISCLOSING THOSE THAT CONTRIBUTED GREATER THAN 1.50% OF ALL CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND. PER SCHEDULE INSTRUCTIONS, ONLY THE CONTRIBUTING EMPLOYERS NAME IS REQUIRED FOR DISCLOSURE ON THIS RETURN.