2023-11-12T11:38:50-06:00 2022-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-01-01 131699839 32BJ NORTH HEALTH FUND % DEANNE RODNEY 32BJ 2125392778 25 WEST 18TH STREET NEW YORK NY 10011 WILLIAM SCHUR TRUSTEE/Secretary 2125392778 2023-11-10 true WILLIAM SCHUR 999009999 RICHARD RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z WILLIAM SCHUR 25 WEST 18TH STREET NEW YORK NY 10011 54380901 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 46716496 48941578 3310697 1135071 187910 182423 50215103 50259072 0 0 42384750 42311087 0 0 0 0 0 2914274 2883207 45299024 45194294 4916079 5064778 54056871 52989187 1339172 1432405 52717699 51556782 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 2,683 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 7 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 DEANNE RODNEY 2123883296 25 WEST 18TH STREET NEW YORK NY 10011 X Elizabeth Baker TRUSTEE 0.5 39.5 X 0 173968 60060 Shirley Aldebol TRUSTEE/CHAIR 0.5 39.5 X X 0 169938 63927 PETER GOLDBERGER EXECUTIVE DIRECTOR 0.76 0.9 X 8237 0 1052 STEVE JENKINS DEPUTY EXECUTIVE DIRECTOR 0.62 0.36 X 5516 0 822 ELAINE POMMELLS DIRECTOR OF FINANCE 0.31 0.47 X 2625 0 409 WILLIAM SCHUR TRUSTEE/SECRETARY 0.5 39.5 X X 0 0 0 RICHARD BERGER TRUSTEE 0.5 39.5 X 0 0 0 16378 343906 126270 0 false true true EMPIRE HEALTHCHOICE ASSURANCE INC 3 HUNTINGTONATTIN MELVILLE NY 11747 CLAIM PROCESSING 1236757 BUILDING SERVICE 32BJ HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 ADMIN SERVICES 951018 SCHULTHEIS PANETTIERI LLP 450 Wireless Boulevard HAUPPAUGE NY 11788 PAYROLL AUDIT FEES 103126 Raab Sturm Ganchrow LLP 317 Madison Avenue Suite 1708 NEW YORK NY 10017 LEGAL SERVICES 126259 4 0 EMPLOYERS' CONTRIBUTIONS 525100 48941578 48941578 48941578 1181024 1181024 0 0 0 0 0 4075876 4121829 -45953 -45953 -45953 0 0 0 0 0 0 0 0 0 0 INTEREST & ASSESSMENTS - P/R AUDITS 900099 178536 178536 LIQUID DAMAGE 900099 3887 3887 182423 50259072 49124001 0 1135071 0 0 0 42311087 0 0 0 0 0 0 0 173748 67000 0 0 36355 1506391 0 16103 6484 0 0 0 0 2830 0 0 79734 22478 ALLOCATED ADMIN SERVICES 904861 MEMBER COMPLIANCE PUBLICATIONS 40543 EXCISE FEES 14740 MISCELLANEOUS EXPENSES 11940 45194294 511 492 5430650 6442470 0 0 4712326 4608467 0 0 0 0 0 0 0 0 9416 9653 822967 615537 233409 207430 42763537 40676236 0 0 0 0 0 0 907022 1044439 54056871 52989187 1103131 1083740 0 0 0 0 0 0 0 0 0 0 0 0 0 0 236041 348665 1339172 1432405 X 0 0 0 0 52717699 51556782 52717699 51556782 54056871 52989187 5064778 -6225695 X X false true X true false 822967 615537 207430 207430 0 DUE TO AFFILIATES 348665 348665 X 43997022 -6225695 -6225695 50222717 36355 36355 50259072 45157939 45157939 36355 36355 45194294 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, 2022 and 2021 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE FINANACIAL 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. false false false PETER GOLDBERGER EXECUTIVE DIRECTOR 8237 0 0 0 0 0 493 0 559 0 9289 0 0 0 ELAINE POMMELLS DIRECTOR OF FINANCE 2625 0 0 0 0 0 174 0 235 0 3034 0 0 0 STEVE JENKINS DEPUTY EXECUTIVE DIRECTOR 5516 0 0 0 0 0 357 0 465 0 6338 0 0 0 Shirley Aldebol TRUSTEE/CHAIR 0 159538 0 0 0 10400 0 40137 0 23790 0 233865 0 0 Elizabeth Baker TRUSTEE 0 171955 0 0 0 2013 0 36105 0 23955 0 234028 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 BRONX REALTY ADVISORS BOARD INC 850 bronx river road bronx NY 10708 131699461 association NY 501(c)(6) N/A false BOILER SERVICE MAINT & REPAIR EMPLOYERS 50 BROADWAY STE 125 NEW YORK NY 10004 136275137 association NY 501(C)(6) N/A false BOARD OF TRUSTEES 32BJ NORTH HEALTH FD 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY NA false HIGHBRIDGE COMMUNITY HDFC N/A AMALGAMATED HOUSING CORP NA KRAUS MANAGEMENT INC NA RELIANT REALTY SERVICES INC NA WAVECREST MANAGEMENT CO NA FIRSTSERVICE RESIDENTIAL NA BUILDING MANAGEMENT ASSOCIATES NA PHIPPS HOUSES SERVICES INC NA GARTHCHESTER REALTY LTD NA NELSON MANAGEMENT GROUP LTD NA METRO MANAGEMENT DEVELOPMENT NA PRESTIGE MANAGEMENT INC NA C & C Apartment Management LLC NA AKAM Associates Inc NA Highbridge Community HDFC NA Ry Management Company NA WinnResidential NY LLC NA 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. Per schedule instructions, only the contributing employers name is required for disclosure on this return. PRC (PROPERTY RESOURCE CORP) MANAGEMENT CORP. Irvine Realty Group Inc. 975 Walton Bronx LLC Cin Sima Realty LLC ASHTON MANAGEMENT CORP JAYEM MANAGEMENT LLC TRUMAN DEVELOPMENT & MANAGEMENT LLC INTERACTIVE REALTY NY KELLY OWNER LLC SOUTH LEXINGTON MANAGEMENT CORP ZAP REALTY LLC ASPEN COMPANIES MANAGEMENT, LLC TACONIC MANAGEMENT COMPANY LLC EBMG LLC PARK CENTRAL ONE MANAGEMENT LLC NIEUW AMSTERDAM PROPERTY MANAGEMENT GFP REAL ESTATE, LLC 3555 BRUCKNER LLC BLACK SPRUCE MANAGEMENT LLC MANAGEMENT 26 INC. Allied Partners Residential Management LLC ROSE COMMUNITY MANAGEMENT TOTAL MANAGEMENT NYC, LLC MBD Community Housing Corp. FHRC Management Corp 1990 ACP Jr. Blvd. LLC JLA Realty Advisors LLC HIGHBRIDGE OWNER LLC JLP METRO MANAGEMENT INC BETANCES RAD LLC American Housing Realty, LLC PL Preservation, LLC Sycamore Birch Management Amber Property Management, Inc. OneVesta Property Management Marlboro Management Co. Inc. Tri-Hill Management LLC V & S 2055 LLC 1738 University Avenue Bronx LLC ELH Management LLC Mhany Management, Inc. WFL Real Estate Services, LLC SHP MANAGEMENT CORP Community Realty Mangement 2775 MORRIS AVENUE LLC CONSOLIDATED BOILER CO. 123 West Senior Apartments LLC Denali Management, Inc. Easco Boiler Corporation (Easco) fka A.L. Eastmond & Sons, Inc. Alma Realty Corp. Bruckner Property Management Gabriel Prime Realty, Inc. Onesource Property Arbeni Management Co INC. Story Towers LLC 955 Sheridan Realty LLC Industrial Steam Boiler Corp. Dolphin Property Service LLP IMPACT REAL ESTATE MGMT.INC. STELLAR MANAGEMENT M & N MANAGEMENT CORP. M. RAPAPORT CO. INC. HALSTEAD MANAGEMENT CO LLC ANKER MANAGEMENT CORP GENERAL PROPERTY MANAGEMENT ASSOCIATES, INC. HSC MANAGEMENT CORP. GREISMAN REAL ESTATE MANAGEMENT NORWAX ASSOCIATES, INC. ANNAL MANAGEMENT DAVID GREENBERG REAL ESTATE LLC DOUGERT MANAGEMENT CORP. J & F MANAGEMENT NIKAC REALTY JAYHERB REALTY CORP MAYERHAUSER REALTY INC MILTON GORDON MANAGEMENT CORP D+S MANAGEMENT CORP MIRIMAR MANAGEMENT CORP. DON PANCHO DEVELOPMENT CORP MORGAN GROUP LLC 1100 GRAND CONCOURSE TENANTS CORP. AAA MANAGEMENT CORP. MAJESTIC ROSE CORP MHR MANAGEMENT INC ALLERVILLE ARMS COMPANY CORP H & H EQUITIES, LTD. SUNBYRD REALTY CORP. KENSINGTON HEIGHTS ASSOCIATES LP PINE TOP CORP A.D.P. MANAGEMENT CO. SKYLINE STEEL CORPORATION BRUCKNER PLUMBING L.T.D. FAIRFIELD VIEWS, INC. SKYVIEW OWNERS CORPORATION PAIGE VICTORIA LLC JEFFMAR MANAGEMENT CORP. CONCOURSE VILLAGE INC. J.J.A. HOLDING CORP SURREY CO-OP APARTMENTS INC BUNA REALTY LLC BRIAR HILL REALTY LLC WINGATE REALTY LLC PELHAM PLUMBING & HEATING CORP M. MENDEL CO. L.L.C. INDEPENDENCE APTS., LLC 1819 WILLIAMSBRIDGE LLC EXPRESS MANAGEMENT ARDOWORK CORPORATION SEIU 32BJ STAFF 214 EAST 178 CORP. BENCHMARK LM MGMT SERVICES LLC GOOD DAY APARTMENTS, INC 47 HOLDING CORP LLC EVERY SUPPLY INC. BALLARD MANAGEMENT CO LLC JIP REALTY LLC B N REALTY ASSOCIATES SUSS REALTY CO LLC Venture NY Property Management WEST FARMS FREEMAN HOUSING DEVELOPMENT FUND CORP. 3616 HENRY HUDSON PARKWAY OWNERS CORP 3201 GRAND CONCOURSE OWNERS CORP LANGSAM PROPERTY SERVICES KASON ENTERPRISES LLC HUNTER HALL LLC N M REALTY CO.,LLC 3214, LLC CLOVER LEAF TOWERS HDFC PHILLIBERT ESTATE CORP. CONCOURSE PLAZA REDEVELOPMENT Co. LP WALTON AVENUE ASSOCIATES LLC UNITED NEIGHBORS HDFC EMPIRE STATE MANAGEMENT SHERWOOD ESTATES, LLC TRACEY TOWERS ASSOCIATES CORNELL APARTMENTS LLC LAFAYETTE MORRISON HOUSING CORP. WINDSOR APARTMENTS, INC. BK BRYANT AVENUE HDFC STEB REALTY CORP. PELHAM BAY OWNERS CORP INWOOD ASSOCIATES, LP BGR REALTY LLC 94 CARPENTER CORPORATION 53 HOLDING CORP LLC M.P. REALTY LLC JAMIE TOWER HOUSING CO., INC. NATHAN HALE GARDENS INC. K & G ELECTRIC COMPANY INC. 333 EAST MOSHOLU LLC WHITEHALL TENANTS CORP 1711 DAVIDSON AVENUE HDFC 2420 MORRIS AVENUE OWNERS NEW YORK CITY HOUSING AUTHORITY 165 BENNETT AVE INC 2700 MANAGEMENT CO.,LLC. 829 SOUTHERN BLVD HDFC 500 TRINITY LLC CRISCUOLO COURT II LTD. PARTNERSHIP 101 COOPER STREET, LLC One Sickles Street Company LP 45 HOLDING CORP LLC YALE PINEHURST ASSOCIATES LLC DIEGO BEEKMAN MUTUAL HOUSING ASSOCIATION, HDFC MARTINO REAL ESTATE LLC PATOBA REALTY LLC TUDOR REALTY SERVICES CORP. B & B MANAGEMENT CO. ARCO MANAGEMENT NEW YORK RACING ASSOCIATION INC. GLENWOOD MANAGEMENT CORP. NEW BEDFORD MANAGEMENT CORP A & A MAINTENANCE ENTERPRISE ABETTA BOILER & WELDING ENVIRONMENTAL SERVICE CONCEPTS, LLC BENENSON REAL ESTATE CORP. A.J. CLARKE REAL ESTATE CORP CUSHMAN & WAKEFIELD, INC. ROSE ASSOCIATES INC. CHARLES H GREENTHAL GROUP INC HAMPTON MANAGEMENT KATZ REALTY GROUP LEMLE & WOLFF, INC ROTNER MANAGEMENT CORP ARGO REAL ESTATE LLC ORSID REALTY CORP. SAMSON MANAGEMENT WEINREB MANAGEMENT BLDG MANAGEMENT CO INC ABRO MANAGEMENT CORP DAVID ASSOCIATES, INC GRENADIER REALTY CORP. INC. ROSEDALE MANAGEMENT CO. INC ROBERT E. HILL INCORPORATED BRAUN MANAGEMENT SCHUR MANAGEMENT CO LTD DAVID EISENSTIEN REAL ESTATE CORP. MILLER & MILLER MAXX PROPERTIES DALTON MANAGEMENT COMPANY, LLC RELATED MANAGEMENT CO. METRO MANAGEMENT DEVELOPMENT INC FIRST MANAGEMENT CORPORATION DITMAS MANAGEMENT CORP. THE AMISTAD MANAGEMENT CORP. JOHN B. LOVETT & ASSOCIATES CENTURY MANAGEMENT SERVICES S.W. MANAGEMENT LLC PRIDE PROPERTY MANAGEMENT CORP. BLUE WOODS MANAGEMENT GROUP INC. MATTHEW ADAM PROPERTIES INC DOUGLAS ELLIMAN PROPERTY MANAGEMENT VINTAGE REAL ESTATE SERVICES METROPOLITAN REALTY GROUP LLC SOLSTICE RESIDENTIAL GROUP, LLC STEINBERG & POKOIK MGMT CORP. BORINQUEN COURT ASSOCIATES LP HUGHES CONTRACTING INDUSTRIES ATLAS WELDING & BOILER REPAIR R.D. WEIS COMPANY GRAMATAN MANAGEMENT, INC. PRIME LOCATIONS INC. JOBCO (J.M.I. MGMT.) NEW YORK BOILER, INC. SCIENTIFIC COMPACTOR & BOILER REPAIR CORP BRG MANAGEMENT LLC R A COHEN & ASSOCIATES STILLMAN MANAGEMENT TERRIS REALTY LLC. WORLD CLASS MANAGEMENT, INC. THE BUCKNGHAM CONDOMINIUM PARK MANAGEMENT INC. Plaza Realty & Management Corp. TENERE MANAGEMENT GROUP, LP PROPERTY SERVICES LLC BSR MANAGEMENT CORP. PROGRESSIVE MANAGEMENT OF NEW YORK CORP. The Property Group URBAN AMERICAN MANAGEMENT LLC BENNETT APARTMENTS, LLC. BELMONT ARTHUR AVENUE LDC FIEBER MAINTENANCE & MANAGEMENT CO. C&C AFFORDABLE MANAGEMENT, LLC CHAIM BABAD FINGER MANAGEMENT CORP. FIVE STAR MANAGEMENT CO, INC FLISHMANN REALTY FORDHAM BEDFORD HOUSE CORP FOXY MANAGEMENT LTD FRANCIS O'CONNELL BODAK MANAGEMENT LAURENCE GEISINGER, LLC TIROTTA ASSOCIATES LLC PELICAN MANAGEMENT INC PWB MANAGEMENT CORP. SHERRY & SONS, INC. SOUTH BRONX COMMUNITY MANAGEMENT CO INC TOPOROVSKY & SONS REALTY TOTAL REALTY ASSOCIATES INC TRYAX REALTY MGMT. VERITAS PROPERTY MGMT LLC GREAT WORLD MANAGEMENT WINGATE MANAGEMENT CO. CITADEL PROPERTY MANAGEMENT L.D. PROPERTY MANAGEMENT PARK 55 MANAGEMENT LLC RENTAL & MANAGEMENT ASSOCIATES YONKERS RACING CORP PINNACLE MANAGEMENT CO. LLC WEISS REALTY, LLC. A&E REAL ESTATE MANAGEMENT, LLC LAFAYETTE BOYNTON APARTMENT CORP. BRONX REALTY ADVISORY BOARD 2275 HOLDING LTD. FINKELSTEIN TIMBERGER REAL ESTATE LLC M & Z Management Co. WinnResidential NY LLC Westchester Property Management Group, Inc. Genesis Realty Group Adi Management Inc. Rosenberg Realty Group Inc. 2015 MONTEREY AVENUE LLC Diamond Property Group LIBRETT REAL ESTATE GROUP NYSANDY6 NOBLE LLC Nussbaum Associates Co., LLC HOULIHAN-PARNES PROPERTIES Gjonaj Realty Management