2026-05-11T08:17:50-05:00 2025-06-30 WITHUMSMITHBROWNPC 1800 TYSONS BOULEVARD SUITE 800 TYSONS VA 22102 990 2024-07-01 882441229 32BJ LABOR INDUSTRY COOPERATION TRUST FUND % DOMINIC BOCHIECHIO 32BJ 2123882135 25 WEST 18TH STREET NEW YORK NY 10011 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2123882135 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 10011 2000000 false X N/A X 2022 NY CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS. 8 1 0 0 0 0 0 0 1000000 2000000 0 0 0 0 1000000 2000000 0 0 0 0 0 0 0 0 0 1297756 2519076 1297756 2519076 -297756 -519076 2514508 2041372 284969 330909 2229539 1710463 X THE PURPOSE OF THE FUND IS THE CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS. false false CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS. false false false false false false false false false false 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 16 0 true 0 false false false false false false false false X 8 1 true false false false false true true true true false false true true true true true true false false false X DOMINIC BOCHIECHIO 2123882135 25 WEST 18TH STREET NEW YORK NY 10011 X HOWARD I ROTHSCHILD EMPLOYER TRUSTEE - SECRETARY 1.0 39.0 X X 0 1571590 23892 ROBERT SCHWARTZ EMPLOYER TRUSTEE 1.0 39.0 X 0 549724 23892 PETER GOLDBERGER EXECUTIVE DIRECTOR 1.0 34.0 X 0 344072 41186 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 DIR. OF FINANCE & ADMIN 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 EMMANUEL PASTREICH UNION TRUSTEE - CHAIRMAN 1.0 39.0 X X 0 228020 66757 CANDIS TALL UNION TRUSTEE 1.0 39.0 X 0 182364 55693 DEANDRA KHAN UNION TRUSTEE 1.0 39.0 X 0 117519 0 LARRY ENGELSTEIN UNION TRUSTEE 1.0 39.0 X 0 28533 0 MICHAEL BADOWSKI EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 ANDREW HOFFMAN EMPLOYER TRUSTEE 1.0 3.0 X 0 0 0 0 5031997 485893 0 false true false GREEN BOOK STRATEGIES LLC 1060 BROADWAY SUITE 100 ALBANY NY 12204 CONSULTING/MEDIA 513387 PATRICK B JENKINS ASSOCIATE 119 WASHINGTON AVE 2ND FLR ALBANY NY 12210 CONSULTING MEDIA 101000 2 0 EMPLOYERS' CONTRIBUTION 525100 2000000 2000000 2000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2000000 2000000 X 0 0 0 0 0 0 0 0 0 0 0 201643 21000 0 0 0 683316 823897 4885 0 0 0 15041 0 125772 0 0 0 27107 ALLOC. SALARIES & REL. EXPENSE 616415 2519076 X 2494508 1987372 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20000 54000 0 0 0 0 0 0 0 0 0 0 0 0 2514508 2041372 169246 164686 0 0 0 0 0 0 0 0 0 0 0 0 0 0 115723 166223 284969 330909 X 2229539 1710463 0 0 2229539 1710463 2514508 2041372 -519076 X false true X true false 0 DUE TO 32BJ HEALTH FUND 166223 166223 X 2000000 2000000 2000000 2519076 2519076 2519076 PART X, LINE 2 - FIN 48 FOOTNOTE MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAS 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 HOWARD I ROTHSCHILD EMPLOYER TRUSTEE - SECRETARY 0 899840 0 671750 0 0 0 0 0 23892 0 1595482 0 0 ROBERT SCHWARTZ EMPLOYER TRUSTEE 0 402974 0 146750 0 0 0 0 0 23892 0 573616 0 0 CANDIS TALL UNION TRUSTEE 0 170935 0 0 0 11429 0 35277 0 21791 0 239432 0 0 PETER GOLDBERGER EXECUTIVE DIRECTOR 0 323884 0 18778 0 1410 0 20770 0 20416 0 385258 0 0 ELAINE POMMELLS DIR. OF FINANCE & ADMIN 0 277117 0 10769 0 1650 0 18630 0 21456 0 329622 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 0 288108 0 11154 0 1584 0 19041 0 20416 0 340303 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 18415 0 20416 0 324024 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: BOARD OF TRUSTEES SHALL CONSIST OF UP TO EIGHT INDIVIDUAL TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES LARRY ENGELSTEIN, EMMANUEL PASTREICH, DEANDRA KHAN, AND CANDIS TALL HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. TRUSTEES HOWARD ROTHSCHILD, ROBERT SCHWARTZ, AND ANDREW HOFFMAN HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. PART VI, SECTION A, LINE 7A - APPOINTMENT OF TRUSTEES: IN THE EVENT THAT A TRUSTEE SHALL DIE, BECOME INCAPABLE OF ACTING, RESIGN, OR BE REMOVED, A SUCCESSOR TRUSTEE MAY BE APPOINTED BY THE REMAINING TRUSTEES IN WRITING SIGNED BY THE PRESIDENT OF THE UNION, IN THE CASE OF A UNION TRUSTEE, OR BY THE PRESIDENT OF THE REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. (RAB), IN THE CASE OF AN EMPLOYER TRUSTEE, CERTIFYING THE DESIGNATION OF A SUCCESSOR TRUSTEE. DESIGNATION OF SUCH SUCCESSOR TRUSTEE SHALL BECOME EFFECTIVE IMMEDIATELY UPON SUCH FILING. 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 PROBHIBITED 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 CONFLICT OF INTEREST POLICY. PART VI, SECTION C, 19 - GOVERNING DOCUMENTS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PART X, COLUMN A, LINE 27 - NET ASSETS WITHOUT DONOR RESTRICTIONS: NET ASSETS WITHOUT DONOR RESTRICTIIONS for 2024 have been reclassified from Line 31 to line 27 to conform with the June 30, 2025 presentation. This reclassification had no impact on net assets at June 30, 2024, as stated in the previously issued financial statements. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:683316 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 LEGAL SERVICES FUN 25 WEST 18TH STREET NEW YORK NY 10011 136841620 LEGAL NY 501(C)(9) 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 PENSION FUND 25 WEST 18TH STREET NEW YORK NY 10011 131879376 PENSION BENEF NY 401(A) 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 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 SEIU LOCAL 32BJ 25 WEST 18TH STREET NEW YORK NY 10011 130535740 LABOR UNION NY 501(C)(5) N/A NA false false false false false false false false false false false false false true true false true false false false