2024-07-12T13:39:22-05:00 2023-09-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-10-01 362857218 SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST SEIU 3122338800 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 GENIE KASTRUP TRUSTEE 3122338800 2024-07-12 1 GENIE KASTRUP 999009999 0 DANIELLE M TYLER P01433924 3123680500 2024-07-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GENIE KASTRUP 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 220805765 0 X SEIU1BENFUNDS.ORG X 1974 IL TO PROVIDE HEALTH CARE BENEFITS TO COVERED MEMBERS OF SEIU LOCAL 1 AND THEIR ELIGIBLE DEPENDENTS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT. 6 3 25 0 0 0 0 0 134111095 140842076 1500476 4819790 743161 899103 136354732 146560969 0 0 133330546 131685798 2671562 3053268 0 0 0 1371005 1656279 137373113 136395345 -1018381 10165624 141125859 152447558 242257 237789 140883602 152209769 TO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS THAT ARE COVERED BY COLLECTIVE-BARGAINING AGREEMENTS WITH SEIU LOCAL 1 OR OTHER WRITTEN AGREEMENTS WITH THE PLAN'S BOARD OF TRUSTEES. 0 0 TO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 58 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X MARIA PIZARRO - FUND ADMINISTRATOR 3122338800 111 EAST WACKER DR 17TH FLOOR CHICAGO IL 60601 X GENIE KASTRUP TRUSTEE 2.00 40.00 X 0 210771 59279 KENNETH MUNZ TRUSTEE 2.00 40.00 X 0 141240 44374 ROBERT PAWLASZEK TRUSTEE 2.00 40.00 X 0 122572 40454 KRYSTAL KURINSKY TRUSTEE 2.00 0.00 X 0 0 0 TIM CONWAY TRUSTEE 2.00 0.00 X 0 0 0 DEAN JOHNSON TRUSTEE 2.00 0.00 X 0 0 0 MARIA PIZARRO FUND ADMINISTRATOR 40.00 0.00 X 213062 0 68115 LAURA HYNES ASST. FUND ADMINISTRATOR 40.00 0.00 X 127842 0 46672 YOLANDA PAWLASZEK PENSION MANAGER 40.00 0.00 X 106670 0 40178 SONDRA CHAVEZ MEMBER SERVICE/ACCOUNTING MANAGER 40.00 0.00 X 100436 0 38304 548010 474583 337376 4 0 1 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 1566438 AMALGATRUST COMPANY INC 30 N LASALLE ST CHICAGO IL 60602 INVESTMENT MANAGER 239076 ASHER GITTLER & D'ALBA LTD 200 W JACKSON BLVD SUITE 720 CHICAGO IL 60606 LAW FIRM 137283 BENEFITS MANAGEMENT GROUP INC 625 ENTERPRISE DRIVE OAK BROOK IL 60523 BENEFIT MGMT IT PROVIDER 112880 BANSLEY AND KIENER LLP 8745 WEST HIGGINS SUITE 200 CHICAGO IL 60631 ACCOUNTING FIRM 110005 5 EMPLOYER CONTRIBUTIONS 900099 139262678 139262678 REIMB. OF SHARED EXPENSES FROM RE 900099 1139347 1139347 LIQUIDATED DAMAGES 900099 238068 238068 COBRA CONTRIBUTIONS 900099 201983 201983 140842076 4582894 4582894 723096 0 723096 723096 723096 74481692 74244796 236896 236896 236896 OTHER INCOME 900099 176007 176007 176007 146560969 140842076 0 5718893 131685798 287315 1732281 465778 416635 151259 190282 146405 237964 139517 285166 288763 148852 8802 22331 23182 104807 FEES MANDATED BY ACA 60208 136395345 -429319 -102295 12409509 12256402 58388 81680 4380615 4181867 161306 198748 128925975 140013023 141125859 152447558 81290 237789 160967 0 242257 237789 X 0 0 0 0 140883602 152209769 140883602 152209769 141125859 152447558 10165624 1160543 0 X X 0 1 X 1 0 60669 60669 3931932 3926531 5401 40879 35999 4880 347135 219337 127798 198748 X 146344201 1160543 1160543 145183658 237964 1139347 1377311 146560969 135018034 0 135018034 237964 1139347 1377311 136395345 PART X, LINE 2: THE PLAN IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOCATED SHARED EXPENSES TO RELATED PENSION TRUST 1,139,347. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATED SHARED EXPENSES TO RELATED PENSION TRUST 1,139,347. X 0 0 0 GENIE KASTRUP TRUSTEE 0 209571 0 0 0 1200 0 44011 0 15268 0 270050 0 0 KENNETH MUNZ TRUSTEE 0 138600 0 0 0 2640 0 29106 0 15268 0 185614 0 0 ROBERT PAWLASZEK TRUSTEE 0 119932 0 0 0 2640 0 25186 0 15268 0 163026 0 0 MARIA PIZARRO FUND ADMINISTRATOR 211562 0 1500 0 0 0 53524 0 14591 0 281177 0 0 0 LAURA HYNES ASST. FUND ADMINISTRATOR 126342 0 1500 0 0 0 33071 0 13601 0 174514 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FUND ADMINISTRATOR IS RESPONSIBLE FOR THE REVIEW AND FILING OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE HEALTH TRUST THAT THE EXISTENCE OF A POTENTIAL CONFLICT BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT IS THE CONTINUING RESPONSIBILITY OF FUND PERSONNEL AND THE BOARD OF TRUSTEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE FUND ADMINISTRATOR OR, IF APPROPRIATE, TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, LINE 1A THE FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR, PENSION MANAGER AND MEMBER SERVICE/ACCOUNTING MANAGER ARE ALSO THE FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR, PENSION MANAGER AND MEMBER SERVICE/ACCOUNTING MANAGER OF THE RELATED SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST (PENSION TRUST). THE HEALTH TRUST IS REIMBURSED BY THE PENSION TRUST FOR THEIR ALLOCATED PORTION OF SALARY, FRINGE BENEFITS AND PAYROLL TAXES. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE OVERSIGHT OF THE AUDIT IS PERFORMED BY THE FUND ADMINISTRATOR. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 366486542 PROVIDE RETIREMENT AND DEATH BENEFITS IL 401(A) N/A N/A 0 SERVICE EMPLOYEES' LOCAL NO 1 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 360899855 LABOR UNION /CONTRIBUTING EMPLOYER IL 501(C)(5) N/A N/A 0 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150 CONTRIBUTING EMPLOYER 0 1000 W WASHINGTON CONDO CONTRIBUTING EMPLOYER 0 600 N FAIRBANKS CONDO ASSN CONTRIBUTING EMPLOYER 0 71 EAST DIVISION BUILDING CONTRIBUTING EMPLOYER 0 A & A MAINTENANCE CONTRIBUTING EMPLOYER 0 A & R JANITORIAL SERVICES CONTRIBUTING EMPLOYER 0 ABLE BUILDING MAINTENANCE CONTRIBUTING EMPLOYER 0 ABM AVIATION CONTRIBUTING EMPLOYER 0 ABM JANITORIAL SERVICES - INDIANA CONTRIBUTING EMPLOYER 0 ABM JANITORIAL SERVICES CONTRIBUTING EMPLOYER 0 ACP FACILITY SERVICES CONTRIBUTING EMPLOYER 0 ADMIRAL SECURITY SERVICE CONTRIBUTING EMPLOYER 0 AGB INVESTIGATE CONTRIBUTING EMPLOYER 0 ALLIED JANITORIAL CONTRIBUTING EMPLOYER 0 ALLIED UNIVERSAL SECURITY CONTRIBUTING EMPLOYER 0 ANCHOR MECHANICAL CONTRIBUTING EMPLOYER 0 APACHE CO CONTRIBUTING EMPLOYER 0 ARAMARK CONTRIBUTING EMPLOYER 0 ATALIAN US MIDWEST LLC CONTRIBUTING EMPLOYER 0 B&C SERVICES CONTRIBUTING EMPLOYER 0 BERGER REALTY GROUP CONTRIBUTING EMPLOYER 0 BLACK KNIGHT SECURITY CONTRIBUTING EMPLOYER 0 BMS OF CHICAGO LLC CONTRIBUTING EMPLOYER 0 BONA FIDE CONGLOMERATE INC CONTRIBUTING EMPLOYER 0 BOYE JANITORIAL SERVICES CONTRIBUTING EMPLOYER 0 BUILDING GROUP CONTRIBUTING EMPLOYER 0 C&W SERVICES CONTRIBUTING EMPLOYER 0 CEDAR PARK CEMETERY CONTRIBUTING EMPLOYER 0 CHICAGO FIVE-O CONTRIBUTING EMPLOYER 0 CHICAGO HILTON & TOWERS CONTRIBUTING EMPLOYER 0 CHICAGO MANAGEMENT PERSON CONTRIBUTING EMPLOYER 0 CITY COLLEGES OF CHICAGO CONTRIBUTING EMPLOYER 0 CLORICA MANAGEMENT CORPORATION CONTRIBUTING EMPLOYER 0 CMC & MAINTENANCE INC CONTRIBUTING EMPLOYER 0 CONGREGATION RODFEI KEDEK CONTRIBUTING EMPLOYER 0 COURTHOUSE DEVELOPMENT CONTRIBUTING EMPLOYER 0 CRESCENT 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MAINTENANCE ENGINEERING GSF CONTRIBUTING EMPLOYER 0 MARC REALTY CONTRIBUTING EMPLOYER 0 MB REAL ESTATE CONTRIBUTING EMPLOYER 0 MCDONAGH DEMOLITION CONTRIBUTING EMPLOYER 0 MELGAR FACILITY MAINTENANCE CONTRIBUTING EMPLOYER 0 MERCHANDISE MART PROPERTY INC CONTRIBUTING EMPLOYER 0 MIDWAY BUILDING SERVICE LTD CONTRIBUTING EMPLOYER 0 MILLARD GROUP INC CONTRIBUTING EMPLOYER 0 MILLENNIAL ENTERPRISES CONTRIBUTING EMPLOYER 0 MILLENNIUM PARK LIVING INC CONTRIBUTING EMPLOYER 0 MONTAUK COMPANY CONTRIBUTING EMPLOYER 0 NATIONAL JAN SOLUTIONS CONTRIBUTING EMPLOYER 0 NATIONWIDE JANITORIAL SERVICES INC CONTRIBUTING EMPLOYER 0 NS MANAGEMENT CONTRIBUTING EMPLOYER 0 P4 PROTECTIVE SERVICES LLC CONTRIBUTING EMPLOYER 0 PALMER HOUSE HILTON CONTRIBUTING EMPLOYER 0 PROSEGUR SERVICES CONTRIBUTING EMPLOYER 0 PRUDENTIONAL DEFENSE CONTRIBUTING EMPLOYER 0 RIDGE MAINTENANCE GROUP CONTRIBUTING EMPLOYER 0 RIVERWOOD CLEANING CONTRIBUTING EMPLOYER 0 RJB PROPERTIES INC CONTRIBUTING EMPLOYER 0 ROOSEVELT UNIVERSITY CONTRIBUTING EMPLOYER 0 S&A CLEANING SERVICES CONTRIBUTING EMPLOYER 0 SBM CONTRIBUTING EMPLOYER 0 SCRUB INC CONTRIBUTING EMPLOYER 0 SECURITAS USA INC CONTRIBUTING EMPLOYER 0 SECURITAS USA SUBURBAN CONTRIBUTING EMPLOYER 0 SECURITY LOGISTICS GRP CONTRIBUTING EMPLOYER 0 SECURITY PARTNERS INTERNATIONAL CONTRIBUTING EMPLOYER 0 SERVICE CORP INT SCI CONTRIBUTING EMPLOYER 0 SERVICE MASTER CHICAGO CONTRIBUTING EMPLOYER 0 SKYTECH ENTERPRISES LTD CONTRIBUTING EMPLOYER 0 SMITH MAINTENANCE CO CONTRIBUTING EMPLOYER 0 SODEXO INC CONTRIBUTING EMPLOYER 0 ST MORITZ SECURITY CONTRIBUTING EMPLOYER 0 TACTICAL SECURITY CONTRIBUTING EMPLOYER 0 THE STONE GROUP CONTRIBUTING EMPLOYER 0 TITAN SECURITY SERVICES INC CONTRIBUTING EMPLOYER 0 TOLEDO BUILDING SERVICES CONTRIBUTING EMPLOYER 0 TOTAL FACILITY MAINTENANCE INC CONTRIBUTING EMPLOYER 0 TOTAL SERVICES LLC CONTRIBUTING EMPLOYER 0 TRANSWESTERN CONTRIBUTING EMPLOYER 0 TWIN CLEANING PROFESSIONAL INC CONTRIBUTING EMPLOYER 0 UG2 CONTRIBUTING EMPLOYER 0 UNION HEALTH SERVICE CONTRIBUTING EMPLOYER 0 UNITED MAINTENANCE CO CONTRIBUTING EMPLOYER 0 UNITED NETWORK BUREAU CONTRIBUTING EMPLOYER 0 VARGAS GROUP LTD CONTRIBUTING EMPLOYER 0 WE'RE CLEANING INC CONTRIBUTING EMPLOYER 0 WEST SIDE REALTY - LOCAL 705 CONTRIBUTING EMPLOYER 0 WHELAN SECURITY OF ILLINOIS INC CONTRIBUTING EMPLOYER 0 WRIGLEY FIELD ENTERPRISES CONTRIBUTING EMPLOYER 0 ZENITH FACILITY SERVICES CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 FORM 990, SCHEDULE R, PART IV THE HEALTH TRUST IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). CONTRIBUTING EMPLOYERS OF THE THE HEALTH TRUST ARE LISTED IN PART IV OF SCHEDULE R.