2024-05-06T15:33:06-05:00 2023-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-07-01 132928869 BUILDING SERVICE 32BJ HEALTH FUND % DEANNE RODNEY BUIL 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2123883489 2024-04-10 true ELAINE J POMMELLS 999009999 RICHARD RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z EMANUEL PASTREICH 25 WEST 18TH STREET NEW YORK NY 10011 2101655493 false X WWW.32BJFUNDS.ORG X 1978 NY To provide health, death, life insurance, accidental death & dismemberment and long-term disability benefits to its eligible participants & dependents under collective bargaining. 8 0 329 0 0 0 0 0 1598346243 1870385911 71441519 33582311 6201209 6621123 1675988971 1910589345 0 0 1417921289 1440196055 34566962 31689372 0 0 0 71249955 76818754 1523738206 1548704181 152250765 361885164 2157230396 2604893288 38310661 37651191 2118919735 2567242097 X SEE SCHEDULE O false false The plan provides various health benefits to approximately 125,789 eligible participants. false false false false false false false false false true true false false false 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 true true false true 64 0 true 329 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 X 0 898877 142188 KYLE BRAGG TRUSTEE(THRU 01/25/23) 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 22.86 12.14 X 321946 0 41659 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 35.0 0.0 X 278500 0 42275 STEVE JENKINS DIRECTOR OF OPERATIONS 25.12 9.88 X 267107 0 39481 RANDI FARBER DIRECTOR, TECH & OPERATIONS 25.62 9.38 X 257608 0 39083 HARRY WEINBERG DEPUTY TRUSTEE 1.0 39.0 X 0 265763 22188 ELAINE POMMELLS DIR OF FINANCE & ADMIN 24.46 10.54 X 238623 0 40516 THOMAS ORMSBY DIR OF BILLING & COLLECTIONS 28.1 6.9 X 240186 0 38375 CORA OPSAHL Health Fund Director 33.82 1.18 X 239165 0 38337 EMANUEL PASTREICH TRUSTEE/CHAIRMAN (EFF 12/14) 1.0 39.0 X 0 199264 64733 JOHN SANTOS DEPUTY TRUSTEE(THRU 6/30/23) 1.0 39.0 X 0 194892 68863 MALGORZATA GAPINSKA DIRECTOR OF INFORMATION MGMT 25.22 9.78 X 224703 0 38896 MARGARET NAPIER DIRECTOR OF COMPLIANCE 16.59 18.41 X 223778 0 39104 ELIZABETH BAKER DEPUTY TRUSTEE 1.0 39.0 X 0 173968 60060 SHIRLEY ALDEBOL TRUSTEE 1.0 39.0 X 0 169938 63927 DENIS JOHNSTON DEPUTY UNION TRUSTEE 1.0 39.0 X 0 167757 63927 KEVIN BROWN DEPUTY TRUSTEE 1.0 39.0 X 0 164240 62662 LARRY ENGELSTEIN TRUSTEE 1.0 39.0 X 0 0 0 LENORE FRIEDLAENDER DEPUTY TRUSTEE 1.0 39.0 X 0 0 0 JEFFREY BRODSKY TRUSTEE 1.0 39.0 X 0 0 0 BROOKE JENKINS-LEWIS DEPUTY TRUSTEE 1.0 39.0 X 0 0 0 JOHN C SANTORA TRUSTEE 1.0 39.0 X 0 0 0 FRED WARD TRUSTEE 1.0 39.0 X 0 0 0 2291616 2924042 1031545 116 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA 14TH FL NEW YORK NY 11006 Medical Claims Admin 47995003 DELTA DENTAL PO BOX 2105 MECHANICSBURG PA 17055 Dental Claims Admin 2974118 VITECH SYSTEMS GROUP 404 PARK AVE S NEW YORK NY 10016 COMPUTER CONSULTANT 3233563 SCHULTHEIS PANETTIERI LLP 210 MARCUS BLVD HAUPPAUGE NY 11788 PAYROLL AUDITOR 2087698 HH GRAPHIC PRINTING COMMUNICATIONS 505 Washington Ave CARLSTADT NJ 07072 PRINTING 1297650 21 0 EMPLOYERS' CONTRIBUTIONS 525100 1862739269 1862739269 PARTICIPANTS' CONTRIBUTIONS 525100 1032294 1032294 RENTAL INCOME FROM AFFILIATES 531120 6614348 6614348 1870385911 28925823 28925823 0 0 0 0 0 195722636 191066148 4656488 4656488 4656488 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 4031125 4031125 REIMBURSED ADMINISTRATIVE EXPENSES 900099 2512257 2512257 LIQUIDATED DAMAGES - EMPLOYERS 900099 24580 24580 53161 53161 6621123 1910589345 1870385911 40203434 0 0 0 1440196055 1017304 0 21559361 3211111 4049706 1851890 0 1833579 355029 0 0 1322268 55830304 0 1346195 1457904 0 4779891 0 0 100430 0 0 6761221 441166 AFFORDABLE CARE ACT FEES 500041 BENEFIT COMMUNICATIONS 717581 COMPLIANCE PUBLICATIONS 1290880 PERMITS AND LICENSES 43893 38372 1548704181 0 0 118282001 141137493 0 0 99035745 175507711 0 0 0 0 0 0 0 0 7442188 7866998 204360505 58245720 142490718 146114785 0 0 1773373204 2108657728 0 0 0 0 16606540 25608573 2157230396 2604893288 37161913 37651191 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1148748 0 38310661 37651191 X 0 0 0 0 2118919735 2567242097 2118919735 2567242097 2157230396 2604893288 361885164 86437198 X false true X true false 0 11030920 11030920 149400027 33960429 115439598 34277470 19193415 15084055 9652088 5091876 4560212 146114785 SSGA COMMINGLED FUNDS 1160494138 F PRIMUS HIGH YIELD BOND FUND LP 74515615 F LONGVIEW LARGECAP 500 INDEX 267863237 F PAYDEN EMERGING MKTS BOND FD 39821429 F LSV EMERGING MKTS EQUITY FD LP 70918201 F SHENKMAN CAPITAL (CASH) 24828 F VANGUARD S/T INFL PROT-INS 386778084 F GQG PTRS EMERGING MKTS EQUITY 72657735 F STIF'S 35315955 F AMALGAMATED BANK 20506 F MESIROW 248000 F 2108657728 0 0 X 1986577670 86437198 86437198 1900140472 1322268 9126605 10448873 1910589345 1538255308 1538255308 1322268 9126605 10448873 1548704181 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, INCLUDED ON RETURN: THE FOLLOWING REVENUES WERE NETTED AGAINST EXPENSES FOR FINANCIAL STATEMENT PURPOSES: $ 2,512,257 REIMBURSED ADMINISTRATIVE EXPENSES $ 6,614,348 RENTAL INCOME FROM AFFILIATES ------------ $ 9,126,605 ============ PART XII, LINE 4B-OTHER EXPENSES NOT INCLUDED ON F/S, INCLUDED ON RETURN: THE FOLLOWING REVENUES WERE NETTED AGAINST EXPENSES FOR FINANCIAL STATEMENT PURPOSES: $ 2,512,257 REIMBURSED ADMINISTRATIVE EXPENSES $ 6,614,348 RENTAL INCOME FROM AFFILIATES ------------ $ 9,126,605 ============ X X X false false false PETER GOLDBERGER EXECUTIVE DIRECTOR 302473 0 17572 0 1901 0 19471 0 24507 0 365924 0 0 0 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 267578 0 10650 0 272 0 18087 0 31727 0 328314 0 0 0 KYLE BRAGG TRUSTEE(THRU 01/25/23) 0 346971 0 0 0 10837 0 50823 0 22260 0 430891 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 242014 0 14058 0 1536 0 16895 0 24081 0 298584 0 0 0 ELAINE POMMELLS DIR OF FINANCE & ADMIN 228228 0 8946 0 1449 0 16248 0 26797 0 281668 0 0 0 THOMAS ORMSBY DIR OF BILLING & COLLECTIONS 224398 0 13091 0 2697 0 16187 0 24957 0 281330 0 0 0 MARGARET NAPIER DIRECTOR OF COMPLIANCE 210619 0 12313 0 846 0 25257 0 23488 0 272523 0 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 256610 0 9923 0 574 0 17293 0 23573 0 307973 0 0 0 ELIZABETH BAKER DEPUTY TRUSTEE 0 171955 0 0 0 2013 0 36105 0 23955 0 234028 0 0 KEVIN BROWN DEPUTY TRUSTEE 0 153514 0 0 0 10726 0 38872 0 23790 0 226902 0 0 JOHN SANTOS DEPUTY TRUSTEE(THRU 6/30/23) 0 183596 0 0 0 11296 0 45073 0 23790 0 263755 0 0 SHIRLEY ALDEBOL 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 CORA OPSAHL Health Fund Director 234423 0 4519 0 223 0 16149 0 22557 0 277871 0 0 0 MALGORZATA GAPINSKA DIRECTOR OF INFORMATION MGMT 211423 0 12981 0 299 0 15708 0 26077 0 266488 0 0 0 DENIS JOHNSTON DEPUTY UNION TRUSTEE 0 159538 0 0 0 8219 0 40137 0 23790 0 231684 0 0 PART III, LINE 1 - ORGANIZATION'S MISSION: ESTABLISHED TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, DISEASE MANAGEMENT), DEATH BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LONG-TERM DISABILITY TO ITS ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH A COLLECTIVE BARGAINING AGREEMENT OR PARTICIPATION AGREEMENT. PART VI, SECTION A, LINE 1A - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE 32BJ HEALTH 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, SHIRLEY ALDEBOL, LARRY ENGELSTEIN, EMANUEL PASTREICH AND DEPUTY TRUSTEES ELIZABETH BAKER, KEVIN BROWN, LENORE FRIEDLAENDER, AND JOHN SANTOS HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, RESPECTIVELY. TRUSTEE HOWARD ROTHSCHILD AND DEPUTY TRUSTEES, HARRY WEINBERG, AND ROBERT SCHWARTZ HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC., RESPECTIVELY. PART VI, SECTION A, LINE 7A - APPOINTMENT OF TRUSTEES: 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 that includes a conflicts of interest policy. PART VI, SECTION B, LINES 15A/15B-TOP MGT OFFICIALS COMPENSATION: The fund retained an independent compensation consultant that conducted searches on a local and national level for similar jobs and determined 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) N/A false Thomas Shortman Training Scholarship 25 West 18th Street New York NY 10011 237424757 Training Fund NY 501(C)3 2 N/A false Building Service 32BJ Legal Services 25 West 18th Street New York NY 10011 136841620 Legal Service NY 501(C)9 N/A false Building Service 32BJ SRSP Fund 25 West 18th Street New York NY 10011 133507075 profit share NY 401(K) N/A false BOARD OF TRUSTEES BLDG SVC 32BJ HEALTH 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY N/A false UNION HEALTH CENTER INC 275 7TH AVENUE NEW YORK NY 10001 135563408 HEALTHCARE NY 501(C)(3) 10 32BJ HLTH FD true 32BJ LABOR INDUSTRY COOPERATION TRUST FU 25 W 18TH ST FL 4 NEW YORK NY 10011 882441229 Labor Org NY 501(c)(5) N/A false SEIU LOCAL 32BJ N/A NYC SCHOOL SUPPORT SERVICES INC N/A REALTY ADVISORY BOARD ON LABOR RELATIONS N/A SCHOOL DISTRICT OF PHILADELPHIA N/A ABM JANITORIAL SERVICES INC NA ALLIED UNIVERSAL SECURITY SERVICES NA C&W Facility Services Inc NA COLLINS BUILDING SERVICES INC NA GARDIAN SERVICES INDUSTRIES INC NA HARVARD MAINTENANCE NA PRITCHARD INDUSTRIES INC NA SECURITAS SECURITY SERVICES USA INC NA NYC School Support Services NA PHILADELPHIA SCHOOL DISTRICT NA false false false false false false false false true false false true true true false true true true UNION HEALTH CENTER INC M 15642546 billed services 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% OF ALL EMPLOYER CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.