2026-05-11T07:56:23-05:00 2025-06-30 WITHUMSMITHBROWNPC 1800 TYSONS BOULEVARD SUITE 800 TYSONS VA 22102 990 2024-07-01 136841620 BUILDING SERVICE 32BJ LEGAL SERVICES FUND % DOMINIC BOCHIECHIO BUIL 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2125392778 2026-05-15 true true THOMAS PARISI P00013287 3012726000 2024 2025-03-06 01:10:19Z EMMANUEL PASTREICH 25 WEST 18TH STREET NEW YORK NY 100114676 21835171 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 AGREEMENTS. 8 0 74 0 0 0 0 0 9605196 11647876 2100773 1746590 92702 111673 11798671 13506139 0 0 6167170 6787651 7991770 8873837 0 0 0 4742913 5227480 18901853 20888968 -7103182 -7382829 39565823 33387479 794919 887815 38770904 32499664 X 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 147,467 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 111 0 true 74 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 DOMINIC BOCHIECHIO 2125392778 25 WEST 18TH STREET NEW YORK NY 10011 X HOWARD ROTHSCHILD EMPLOYER TRUSTEE 1.0 39.0 X 0 1571590 23892 ROBERT SCHWARTZ DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 549724 23892 PETER GOLDBERGER EXECUTIVE DIRECTOR 0.0 35.0 X 0 344072 41186 HARRY WEINBERG DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 358000 23892 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 0.0 35.0 X 0 306511 40707 STEVE JENKINS DIRECTOR OF OPERATIONS 0.0 35.0 X 0 300846 39457 ELAINE POMMELLS DIRECTOR, FINANCE & ADM 1.0 34.0 X 0 289536 40086 RANDI FARBER DIRECTOR, TECH & OPERATIONS 0.0 35.0 X 0 285384 38838 ANTONIO RODRIGUEZ DIRECTOR OF INVESTMENTS 0.0 35.0 X 0 285193 38831 THOMAS ORMSBY DIR. OF BILLING & EMPLOY. SVCS 0.0 35.0 X 0 274808 38415 CORA OPSAHL HEALTH FUND, DIRECTOR 0.0 35.0 X 0 267897 38139 OLIVIA CUGGY DIRECTOR, LEGAL FUND 35.0 0.0 X 259763 0 37814 EMMANUEL PASTREICH UNION TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 228020 66757 JOHN SANTOS UNION TRUSTEE - SECY./TREAS. 1.0 39.0 X X 0 220122 69838 ROXANA RIVERA DPTY UNION TRUSTEE-EFF 1/31/25 1.0 39.0 X 0 195398 60738 ELIZABETH BAKER UNION TRUSTEE 1.0 39.0 X 0 187541 58331 SHIRLEY ALDEBOL DPTY UNION TTEE-THRU 1/31/25 1.0 39.0 X 0 181836 62700 DENIS JOHNSTON DEPUTY UNION TRUSTEE 1.0 39.0 X 0 179550 62700 CANDIS TALL DEPUTY UNION TRUSTEE 1.0 39.0 X 0 182364 55693 ANA MARIA HILL DPTY UNION TRUSTEE-EFF 1/31/25 1.0 39.0 X 0 139651 47091 LARRY ENGELSTEIN UNION TRUSTEE 1.0 39.0 X 0 28533 0 JEFFREY BRODSKY EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 BROOKE JENKINS-LEWIS EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 ANDREW HOFFMAN EMPLOYER TRUSTEE-EFF 2/12/25 1.0 39.0 X 0 0 0 FRED SURACE DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 259763 6376576 908997 14 false true false EMBURSE INC 5757 WILSHIRE BLVD 204 LOS ANGELES CA 90036 TRAVEL MANAGEMENT 725958 HH GRAPHIC PRINTING COMMUNICATIONS 505 Washington Ave CARLSTADT NJ 07072 PRINTING SERVICES 404456 KIM BAE PC 2160 NORTH CENTRAL ROAD SUITE 303 FORT LEE NJ 07024 LEGAL SERVICES 296590 LAW OFFICE OF JIMMY J SONG LLC 600 SYLVAN AVENUE SUITE 310 ENGLEWOOD CLIFFS NJ 07632 LEGAL SERVICES 274496 MOLINA LEGAL SERVICES LLC PO BOX 8128 JERSEY CITY NJ 07308 LEGAL SERVICES 269798 5 0 EMPLOYERS' CONTRIBUTIONS 900099 11647876 11647876 11647876 1011106 1011106 0 0 0 0 0 9064516 8329032 735484 735484 735484 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 109674 109674 LIQUIDATED DAMAGES - EMPLOYERS 900099 138 138 OTHER INCOME 900099 1861 1861 111673 13506139 11759549 1746590 0 0 0 6787651 291628 0 5944053 614368 1450104 573684 0 107132 71100 0 0 29650 65561 0 341908 252257 0 2057050 6063 0 6635 0 0 185120 167229 ADMIN SALARIES & BENEFITS 1049046 COMPLIANCE PUBLICATIONS 533827 BENEFITS COMMUNICATION 240110 MISCELLANEOUS 114792 20888968 0 0 1100205 1086979 0 0 908404 1424969 0 0 0 0 0 0 0 0 180625 292439 4371900 2823562 1392328 1548338 35984261 28999216 0 0 0 0 0 0 0 35538 39565823 33387479 378195 404402 0 0 0 0 0 0 265215 483413 0 0 0 0 0 0 151509 0 794919 887815 X 0 0 0 0 38770904 32499664 38770904 32499664 39565823 33387479 -7382829 1111589 X false true X true false false true X 2028257 1166665 861592 1388735 1050486 338249 954908 606411 348497 1548338 0 0 X 14588078 1111589 1111589 13476489 29650 29650 13506139 20859318 20859318 29650 29650 20888968 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, 2025 and 2024, 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. false false false EMMANUEL PASTREICH UNION TRUSTEE/CHAIRMAN 0 224635 0 0 0 3385 0 46341 0 21608 0 295969 0 0 JOHN SANTOS UNION TRUSTEE - SECY./TREAS. 0 205579 0 0 0 14543 0 49422 0 21615 0 291159 0 0 ELIZABETH BAKER UNION TRUSTEE 0 183738 0 0 0 3803 0 37915 0 21776 0 247232 0 0 SHIRLEY ALDEBOL DPTY UNION TTEE-THRU 1/31/25 0 170935 0 0 0 10901 0 42284 0 21615 0 245735 0 0 DENIS JOHNSTON DEPUTY UNION TRUSTEE 0 170935 0 0 0 8615 0 42284 0 21615 0 243449 0 0 CANDIS TALL DEPUTY UNION TRUSTEE 0 170935 0 0 0 11429 0 35277 0 21791 0 239432 0 0 HOWARD ROTHSCHILD EMPLOYER TRUSTEE 0 899840 0 671750 0 0 0 0 0 23892 0 1595482 0 0 ROBERT SCHWARTZ DEPUTY EMPLOYER TRUSTEE 0 402974 0 146750 0 0 0 0 0 23892 0 573616 0 0 HARRY WEINBERG DEPUTY EMPLOYER TRUSTEE 0 345000 0 13000 0 0 0 0 0 23892 0 381892 0 0 PETER GOLDBERGER EXECUTIVE DIRECTOR 0 323884 0 18778 0 1410 0 20770 0 20416 0 385258 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 0 288108 0 11154 0 1584 0 19041 0 20416 0 340303 0 0 ELAINE POMMELLS DIRECTOR, FINANCE & ADM 0 277117 0 10769 0 1650 0 18630 0 21456 0 329622 0 0 OLIVIA CUGGY DIRECTOR, LEGAL FUND 245586 0 14177 0 0 0 17398 0 20416 0 297577 0 0 0 ROXANA RIVERA DPTY UNION TRUSTEE-EFF 1/31/25 0 195081 0 0 0 317 0 40252 0 21686 0 257336 0 0 ANA MARIA HILL DPTY UNION TRUSTEE-EFF 1/31/25 0 139651 0 0 0 0 0 26675 0 20416 0 186742 0 0 CORA OPSAHL HEALTH FUND, DIRECTOR 0 257969 0 9928 0 0 0 17723 0 20416 0 306036 0 0 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 0 286350 0 11381 0 8780 0 19291 0 21416 0 347218 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 0 268223 0 15577 0 1584 0 18422 0 20416 0 324222 0 0 ANTONIO RODRIGUEZ DIRECTOR OF INVESTMENTS 0 279808 0 5385 0 0 0 618415 0 20416 0 924024 0 0 THOMAS ORMSBY DIR. OF BILLING & EMPLOY. SVCS 0 258508 0 15000 0 1300 0 17999 0 20416 0 313223 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 BUILDING SERVICE 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 EMMANUEL PASTREICH, JOHN SANTOS, SHIRLEY ALDEBOL, ELIZABETH BAKER, DENIS JOHNSTON, LARRY ENGELSTEIN, ANNA MARIA HILL, ROXANA RIVERA, AND CANDIS TALL HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. TRUSTEES HOWARD I. ROTHSCHILD, JEFFREY BRODSKY, ANDREW HOFFMAN, ROBERT SCHWARTZ, AND HARRY WEINBERG HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. OR CONTRIBUTING EMPLOYERS. 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 ON LABOR RELATIONS, INC. (RAB) 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) 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 HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 132928869 HEALTH BENEFI NY 501(C)(9) 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 BOARD OF TRUSTEES BLDG SVCE 32BJ LEGAL 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY N/A 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 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 32BJ SCHOOL WORKERS PENSION FUND 25 WEST 18TH STREET NEW YORK NY 10011 131957585 PENSION FUND NY 401(A) N/A NA false 32BJ LABOR INDUSTRY COOPERATION TRUST FD 25 W 18TH ST FL 4 NEW YORK NY 10011 882441229 COST CONTAINM NY 501(C)5 N/A NA false NYC SCHOOL SUPPORT SERVICES N/A ABM JANITORIAL SERVICES INC NA ALLIED UNIVERSAL SECURITY SERVICES NA ARON SECURITY NA COLLINS BUILDING SERVICES INC NA INTER-CON SECURITY SERVICES NA PRITCHARD INDUSTRIES NA RED COATS INC NA GUARDIAN SERVICES INDUSTRIES INC NA UG2 LLC 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 TOP 10 OF EMPLOYER CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.