2025-03-18T12:35:14-04:00 2024-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-07-01 882441229 32BJ LABOR INDUSTRY COOPERATION TRUST FUND % PETER GOLDBERGER 32BJ 2123882135 25 W 18TH ST FL 4 NEW YORK NY 10011 Peter Goldberger Executive Director 2123882135 2025-03-14 true true RICHARD RUVELSON P00234075 3012726000 2023 2025-03-06 01:10:19Z Peter Goldberger 25 W 18TH ST FL 4 NEW YORK NY 10011 1000000 false X N/A X CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS. 8 0 0 9 0 0 0 0 4000000 1000000 0 0 0 0 4000000 1000000 0 0 0 0 0 0 0 0 0 1472705 1297756 1472705 1297756 2527295 -297756 2804995 2514508 277700 284969 2527295 2229539 THE PURPOSE OF THE FUND IS THE CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS. false false CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS. false false false false false false false false false false 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 11 0 true 0 false false false false false false false false X 8 0 true false false false false true true true true false false true true true true true true false false false X PETER GOLDBERGER 2123882135 25 W 18TH ST FL 4 NEW YORK NY 10011 X HOWARD I ROTHSCHILD EMPLOYER TRUSTEE - SECRETARY 1.0 4.0 X X 0 913133 120000 ROBERT SCHWARTZ EMPLOYER TRUSTEE 1.0 4.0 X 0 411119 30000 PETER GOLDBERGER EXECUTIVE DIRECTOR 1.0 39.0 X 0 333227 43530 STEVE JENKINS DIRECTOR OF OPERATIONS 1.0 39.0 X 0 284230 41570 ELAINE POMMELLS DIR. OF FINANCE & ADMIN 1.0 39.0 X 0 266856 42497 EMMANUEL PASTREICH UNION TRUSTEE - CHAIRMAN 1.0 4.0 X X 0 223653 69278 CANDIS TOLLIVER UNION TRUSTEE 1.0 0.0 X 0 176003 58154 DEANDRA KHAN UNION TRUSTEE 1.0 0.0 X 0 103162 44414 LARRY ENGELSTEIN UNION TRUSTEE 1.0 4.0 X 0 25340 0 MICHAEL BADOWSKI EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 ANDREW HOFFMAN EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN HALOUVAS EMPLOYER TRUSTEE - PAST 1.0 0.0 X 0 0 0 0 2736723 449443 0 false true false GREEN BOOK STRATEGIES LLC 1060 BROADWAY SUITE 100 ALBANY NY 12204 CONSULTING/MEDIA 289800 BREDHOFF KAISER PLLC 805 Fifteenth Street NWSuite 1000 WASHINGTON DC 200052207 LEGAL SERVICES 123309 PROSKAUER ROSE LLP Eleven Times Square NEW YORK NY 10036 LEGAL SERVICES 117544 3 0 EMPLOYERS' CONTRIBUTION 525100 1000000 1000000 1000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1000000 1000000 X 0 0 0 0 0 0 0 0 0 0 0 289714 20001 0 0 0 497644 79800 460 261 0 0 1297 0 25750 0 0 0 32719 ALLOC. SALARIES & REL. EXPENSE 342410 STAFF DEVELOPMENT TRAINING 7700 1297756 2804995 2494508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20000 0 0 0 0 0 0 0 0 0 0 0 0 2804995 2514508 203121 169246 0 0 0 0 0 0 0 0 0 0 0 0 0 0 74579 115723 277700 284969 X 0 0 0 0 2527295 2229539 2527295 2229539 2804995 2514508 -297756 X false true X true false 0 DUE TO 32BJ HEALTH FUND 115723 115723 X 1000000 1000000 1000000 1297756 1297756 1297756 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 FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE FUND AND CONCLUDED THAT AS OF JUNE 30, 2024 AND FOR THE PERIOD MAY 26, 2022 (INCEPTION) THROUGH JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAS BEEN NO TAX-RELATED INTEREST OR PENALTIES FOR THE PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. X X X false false false EMMANUEL PASTREICH UNION TRUSTEE - CHAIRMAN 0 219311 0 0 0 4342 0 45876 0 24594 0 294123 0 0 HOWARD I ROTHSCHILD EMPLOYER TRUSTEE - SECRETARY 0 721133 0 192000 0 0 0 96804 0 23196 0 1033133 0 0 ROBERT SCHWARTZ EMPLOYER TRUSTEE 0 321119 0 90000 0 0 0 6804 0 23196 0 441119 0 0 CANDIS TOLLIVER UNION TRUSTEE 0 165325 0 0 0 10678 0 34752 0 24777 0 235532 0 0 PETER GOLDBERGER EXECUTIVE DIRECTOR 0 312840 0 18187 0 2200 0 20128 0 23402 0 376757 0 0 ELAINE POMMELLS DIR. OF FINANCE & ADMIN 0 253676 0 10385 0 2795 0 17535 0 24962 0 309353 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 0 272143 0 10538 0 1549 0 18168 0 23402 0 325800 0 0 PART VI, SECTION A, LINE 1A - EXECUTIVE COMMITTEE: BOARD OF TRUSTEES SHALL CONSIST OF UP TO EIGHT INDIVIDUAL TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES LARRY ENGELSTEIN, MANNY PASTREICH, DEANDRA KHAN, AND CANDIS TOLLIVER HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. TRUSTEES HOWARD ROTHSCHILD, ROBERT SCHWARTZ, MICHAEL BADOWSKI, ANDREW HOFFMAN, AND STEPHEN HALOUVAS HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. PART VI, SECTION A, LINE 7A - APPOINTMENT OF TRUSTEES: IN THE EVENT THAT A TRUSTEE SHALL DIE, BECOME INCAPABLE OF ACTING, RESIGN, OR BE REMOVED, A SUCCESSOR TRUSTEE MAY BE APPOINTED BY THE REMAINING TRUSTEES IN WRITING SIGNED BY THE PRESIDENT OF THE UNION, IN THE CASE OF A UNION TRUSTEE, OR BY THE PRESIDENT OF THE REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. (RAB), IN THE CASE OF AN EMPLOYER TRUSTEE, CERTIFYING THE DESIGNATION OF A SUCCESSOR TRUSTEE. DESIGNATION OF SUCH SUCCESSOR TRUSTEE SHALL BECOME EFFECTIVE IMMEDIATELY UPON SUCH FILING. 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 OF 1974, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROBHIBITED 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 CONFLICT OF INTEREST POLICY. PART VI, SECTION C, 19 - GOVERNING DOCUMENTS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:497644 BUILDING SERVICE 32BJ HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 132928869 HEALTH BENEFI NY 501(C)(9) N/A NA false BUILDING SERVICE 32BJ LEGAL SERVICES FUN 25 WEST 18TH STREET NEW YORK NY 10011 136841620 LEGAL NY 501(C)(9) N/A NA false THOMAS SHORTMAN TRAINING SCHOLARSHIP AND 25 WEST 18TH STREET NEW YORK NY 10011 237424757 TRAINING FUND NY 501(C)(3) 2 NA false BUILDING SERVICE 32BJ PENSION FUND 25 WEST 18TH STREET NEW YORK NY 10011 131879376 PENSION BENEF NY 401(A) N/A NA false BUILDING SERVICE 32BJ SRSP FUND 25 WEST 18TH STREET NEW YORK NY 10011 133507075 PROFIT SHARE NY 401(K) N/A NA false REALTY ADVISORY BOARD ON LABOR RELations ONE PENN PLAZA 21ST FL NEW YORK NY 10139 131201745 LABOR & MGMT NY 501(C)(6) N/A NA false SEIU LOCAL 32BJ 25 WEST 18TH STREET NEW YORK NY 10011 130535740 LABOR UNION NY 501(C)(5) N/A NA false false false false false false false false false false false false false true false false true false false false