2024-05-06T15:33:38-05:00 2023-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-07-01 136841620 BUILDING SERVICE 32BJ LEGAL SERVICES FUND % DEANNE RODNEY BUIL 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2125392778 2024-04-10 true ELAINE J POMMELLS 999009999 RICHARD RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z EMMANUEL PASTREICH 25 WEST 18TH STREET NEW YORK NY 100114676 16576063 false X WWW.32BJFUNDS.ORG X 1984 NY THE FUND PROVIDES LEGAL REPRESENTATION TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FOR COVERED LEGAL MATTERS UNDER COLLECTIVE BARGAINING. 8 0 61 0 0 0 0 0 19305974 15187778 1100132 1211477 192712 176808 20598818 16576063 0 0 4411700 5003774 6924128 7490903 0 0 0 3987407 4386414 15323235 16881091 5275583 -305028 45081144 45447236 513425 597267 44567719 44849969 THE FUND PROVIDES LEGAL REPRESENTATION TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FOR COVERED LEGAL MATTERS. ELIGIBILITY FOR BENEFITS DEPENDS UPON THE PARTICULAR COLLECTIVE BARGAINING AGREEMENT OR PARTICIPATION AGREEMENT. false false THE FUND PROVIDES LEGAL REPRESENTATION TO APPROXIMATELY 158,162 ELIGIBLE PARTICIPANTS. false false false false false false false true 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 115 0 true 61 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 HOWARD I ROTHSCHILD TRUSTEE 1.0 39.0 X 0 898877 142188 KYLE BRAGG TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 357808 73083 ROBERT SCHWARTZ DEPUTY TRUSTEE 1.0 39.0 X 0 331535 52188 PETER GOLDBERGER Executive Director 0.69 34.31 X 0 321946 41659 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 0.0 35.0 X 0 278500 49814 STEVE JEKINS DIRECTOR OF OPERATIONS 0.3 34.7 X 0 267107 39481 RANDI FARBER DIRECTOR, TECH & OPERATIONS 0.46 34.54 X 0 257608 40976 HARRY WEINBERG DEPUTY TRUSTEE 1.0 39.0 X 0 265763 22188 THOMAS ORMSBY DIR OF BILLING & COLLECTIONS 0.25 34.75 X 0 240186 41144 Elaine Pommells Director of Finance & Admin 0.42 34.58 X 0 238623 40516 MARGARET NAPIER DIRECTOR OF COMPLIANCE 0.35 34.65 X 0 223778 48745 EMANUEL PASTREICH TRUSTEE/Chairman (EFF 12/14) 1.0 39.0 X 0 199264 64733 JOHN SANTOS DEPUTY TRUSTEE 1.0 39.0 X 0 194892 68863 OLIVIA CUGGY DIRECTOR OF LEGAL FUND 35.0 0.0 X 223552 0 37761 ISADORE HUSS DIRECTOR OF LITIGATION 35.0 0.0 X 208000 0 37011 ELIZABETH BAKER DEPUTY TRUSTEE 1.0 39.0 X 0 173968 60060 SHIRLEY ALDEBOL DEPUTY TRUSTEE 1.0 39.0 X 0 169938 63927 DENIS JOHNSTON DEPUTY TRUSTEE 1.0 39.0 X 0 167757 63927 CANDIS TOLLIVER DEPUTY TRUSTEE 1.0 39.0 X 0 161209 55252 LARRY ENGELSTEIN TRUSTEE 1.0 39.0 X 0 0 0 LENORE FRIEDLAENDER TRUSTEE 1.0 39.0 X 0 0 0 JEFFREY BRODSKY TRUSTEE 1.0 39.0 X 0 0 0 JOHN C SANTORA TRUSTEE 1.0 39.0 X 0 0 0 BROOKE JENKINS-LEWIS DEPUTY TRUSTEE 1.0 39.0 X 0 0 0 FRED WARD TRUSTEE 1.0 39.0 X 0 0 0 431552 4748759 1043516 17 false true false HH GRAPHIC PRINTING COMMUNICATIONS 400 GOTHAM PARKWAY CARLSTADT NJ 07072 PRINTING SERVICES 343012 Kim Bae PC 2160 NORTH CENTRAL ROAD SUITE 303 FORT LEE NJ 07024 LEGAL SERVICES 242897 LAW OFFICE OF JIMMY J SONG LLC 600 SYLVAN AVENUE SUITE 310 ENGLEWOOD CLIFFS NJ 07632 LEGAL SERVICES 191903 MOLINA LEGAL SERVICES LLC PO Box 8128 JERSEY CITY NJ 07308 LEGAL SERVICES 184040 Samy Beshay Law Offices 401 Broadway Suite 202 NEW YORK NY 10013 LEGAL SERVICES 155676 8 0 EMPLOYERS' CONTRIBUTIONS 525100 15187778 15187778 15187778 1211477 1211477 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REIMBURSED ADMINISTRATIVE EXPENSES 900099 109668 109668 INTEREST INCOME - EMPLOYERS 900099 66867 66867 LIQUID DAMAGES - EMPLOYEES 900099 273 273 176808 16576063 15364586 1211477 0 0 0 5003774 270479 0 5073818 503795 1179322 463489 0 87458 28000 0 0 28400 115439 0 211645 174440 0 1809784 3928 0 505 0 0 162501 150545 ADMIN SALARIES & BENEFITS 1070038 COMPLIANCE PUBLICATIONS 430184 COURT PROCESSING FEES 92009 BENEFIT COMMUNICATION 2366 19172 16881091 0 0 1991320 1396274 0 0 1702714 987367 0 0 0 0 0 0 0 0 97166 92390 3668029 2454755 1228596 1213274 40061348 41757931 0 0 0 0 0 0 0 0 45081144 45447236 316689 241788 0 0 0 0 0 0 192084 219309 0 0 0 0 0 0 4652 136170 513425 597267 X 0 0 0 0 44567719 44849969 44567719 44849969 45081144 45447236 -305028 587278 X false true X true false false true 1808287 992552 815735 1236467 886985 349482 623275 575218 48057 1213274 0 OTHER LIABILITIES 136170 136170 X 17025273 587278 587278 16437995 28400 109668 138068 16576063 16743023 16743023 28400 109668 138068 16881091 PART IV, LINE 2B - ESCROW AND CUSTODIAL ARRANGEMENTS: THE PLAN REQUIRES ELIGIBLE PARTICIPANTS TO DEPOSIT MONEY INTO AN ESCROW ACCOUNT WITH THE FUND PRIOR TO OPENING A CASE FILE. 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, 2023 and 2022 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, INLCUDED ON RETURN: $109,668 REIMBURSED ADMINISTRATIVE EXPENSES PART XII, LINE 4B- OTHER EXPENSES NOT INCLUDED ON F/S, INCLUDED ON RETURN: $109,668 REIMBURSED ADMINISTRATIVE EXPENSES false false false KYLE BRAGG TRUSTEE/CHAIRMAN 0 346971 0 0 0 10837 0 50823 0 22260 0 430891 0 0 OLIVIA CUGGY DIRECTOR OF LEGAL FUND 214957 0 8296 0 299 0 15573 0 23857 0 262982 0 0 0 ISADORE HUSS DIRECTOR OF LITIGATION 194559 0 11231 0 2210 0 14823 0 22557 0 245380 0 0 0 JOHN SANTOS DEPUTY TRUSTEE 0 183596 0 0 0 11296 0 45073 0 23790 0 263755 0 0 SHIRLEY ALDEBOL DEPUTY TRUSTEE 0 159538 0 0 0 10400 0 40137 0 23790 0 233865 0 0 EMANUEL PASTREICH TRUSTEE/Chairman (EFF 12/14) 0 196095 0 0 0 3169 0 40951 0 23782 0 263997 0 0 HOWARD I ROTHSCHILD TRUSTEE 0 713877 0 185000 0 0 0 120000 0 22188 0 1041065 0 0 ROBERT SCHWARTZ DEPUTY TRUSTEE 0 281535 0 50000 0 0 0 30000 0 22188 0 383723 0 0 HARRY WEINBERG DEPUTY TRUSTEE 0 255763 0 10000 0 0 0 0 0 22188 0 287951 0 0 ELIZABETH BAKER DEPUTY TRUSTEE 0 171955 0 0 0 2013 0 36105 0 23955 0 234028 0 0 DENIS JOHNSTON DEPUTY TRUSTEE 0 159538 0 0 0 8219 0 40137 0 23790 0 231684 0 0 CANDIS TOLLIVER DEPUTY TRUSTEE 0 149852 0 0 0 11357 0 31529 0 23723 0 216461 0 0 PETER GOLDBERGER Executive Director 0 302473 0 17572 0 1901 0 19471 0 24507 0 365924 0 0 STEVE JEKINS DIRECTOR OF OPERATIONS 0 256610 0 9923 0 574 0 17293 0 23573 0 307973 0 0 Elaine Pommells Director of Finance & Admin 0 228228 0 8946 0 1449 0 16248 0 26797 0 281668 0 0 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 0 267578 0 10650 0 272 0 18087 0 31727 0 328314 0 0 THOMAS ORMSBY DIR OF BILLING & COLLECTIONS 0 224398 0 13091 0 2697 0 16187 0 24957 0 281330 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 0 242014 0 14058 0 1536 0 16895 0 24081 0 298584 0 0 MARGARET NAPIER DIRECTOR OF COMPLIANCE 0 210619 0 12313 0 846 0 25257 0 23488 0 272523 0 0 PART I, LINE 3 - METHODS FOR ESTABLISHING COMPENSATION: THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION THAT ALLOCATES A PORTION OF THE EXECUTIVE DIRECTOR'S TIME TO THE FUND AND IS INCLUDED IN ADMIN SALARIES & EXPENSES OF THE FUNCTIONAL EXPENSES. THE RELATED ORGANIZATION USES THE METHODS OF INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY AND APPROVAL BY THE BOARD IN ESTABLISHMENT OF THE EXECUTIVE DIRECTOR'S COMPENSATION. PART VI, SECTION A, LINE 1A - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE 32BJ LEGAL SERVICES 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 THAT REQUIRE UNANIMOUS ACTION BY THE BOARD OF TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES KYLE BRAGG, LARRY ENGELSTEIN, LENORE FRIEDLAENDER, EMANUEL PASTREICH AND DEPUTY TRUSTEES SHIRLEY ALDEBOL, ELIZABETH BAKER, DENIS JOHNSTON, AND JOHN SANTOS HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, RESPECTIVELY. TRUSTEE KYLE BRAGG, JOHN SANTOS, DENIS JOHNSTON (THROUGH JUNE 30, 2023), ROBERT SCHWARTZ, AND HARRY WEINBERG HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC., RESPECTIVELY. PART VI, SECTION A, LINE 7A - ELECT OR APPOINT GOVERNING BODY MEMBERS: 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 OF 1974, 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 REVIEW: THE FUND RETAINED AN INDEPENDENT COMPENSATION CONSULTANT THAT CONDUCTED SEARCHES ON A LOCAL AND NATIONAL LEVEL FOR SIMILAR JOBS AND DETERMINED THE 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 AND 25 WEST 18TH STREET NEW YORK NY 10011 237424757 TRAINING FUND NY 501(C)(3) 2 false BUILDING SERVICE 32BJ HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 132928869 HEALTH BENEFI 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 SVCE 32BJ LEGAL 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY false 32BJ LABOR INDUSTRY COOPERATION TRUST FU 25 W 18TH ST FL 4 NEW YORK NY 10011 882441229 Labor Org NY 501(c)(5) false SEIU LOCAL 32BJ REALTY ADVISORY BOARD ON LABOR RELATIONS ABM JANITORIAL SERVICES INC NA ALLIED UNIVERSAL SECURITY SERVICES NA NYC School Support Services NA Red Coats Inc (Potomac) NA C&W Facility Services Inc NA COLLINS BUILDING SERVICES INC NA UG2 LLC NA Janitronics Inc NA Pritchard Industries Inc NA Service Management Group LLC dba SMG NA false false false false false false false false false false false false false true true true false 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 PERCENT OF ALL EMPLOYER CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.