2026-07-15T16:04:41-05:00 2025-09-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-10-01 362857218 SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST SEIU 3122338800 200 EAST RANDOLPH STREET 1500 CHICAGO IL 60601 GENIE KASTRUP TRUSTEE 3122338800 2026-07-15 1 0 DANIELLE M TYLER P01433924 3123680500 2026-07-15 2024 2025-03-06 01:10:19Z GENIE KASTRUP 200 EAST RANDOLPH STREET 1500 CHICAGO IL 60601 234543344 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 29 0 0 0 0 0 142882364 138265750 6531501 6599496 758839 750559 150172704 145615805 0 0 134908769 142383300 3184932 3361907 0 0 0 1866046 2015258 139959747 147760465 10212957 -2144660 171655272 171700837 697635 712838 170957637 170987999 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 1 0 0 0 0 0 0 1 0 0 1 53 0 1 29 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 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 X GENIE KASTRUP TRUSTEE 2.00 40.00 X 0 224800 63161 KENNETH MUNZ TRUSTEE 2.00 40.00 X 0 150171 47174 ROBERT PAWLASZEK TRUSTEE 2.00 40.00 X 0 127370 42397 ROBERT QUAST TRUSTEE 2.00 0.00 X 0 0 0 TIM CONWAY TRUSTEE 2.00 0.00 X 0 0 0 DAVID HOPWOOD TRUSTEE 2.00 0.00 X 0 0 0 MARIA PIZARRO FUND ADMINISTRATOR 40.00 0.00 X 228852 0 73856 MICHELLE RAIMONDI OPERATIONS MANAGER 40.00 0.00 X 131018 0 50376 YOLANDA PAWLASZEK PENSION MANAGER 40.00 0.00 X 101638 0 43325 461508 502341 320289 3 0 1 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 1589895 ASHER GITTLER & D'ALBA LTD 200 W JACKSON BLVD SUITE 720 CHICAGO IL 60606 LAW FIRM 306629 AMALGATRUST COMPANY INC 30 N LASALLE ST CHICAGO IL 60602 INVESTMENT MANAGER 257378 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE WESTCHESTER IL 60154 ACCOUNTING FIRM 214577 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS ST 4TH FLOOR BALTIMORE MD 21227 BENEFIT MGMT IT PROVIDER 199100 5 EMPLOYER CONTRIBUTIONS 900099 136149992 136149992 REIMB. OF SHARED EXPENSES FROM RE 900099 1435409 1435409 LIQUIDATED DAMAGES 900099 530079 530079 COBRA CONTRIBUTIONS 900099 150270 150270 138265750 6577621 6577621 750459 0 750459 750459 750459 88949414 88927539 21875 21875 21875 OTHER INCOME 900099 100 100 100 145615805 138265750 0 7350055 142383300 310909 1884434 505387 497777 163400 192517 231337 269736 237214 390145 270341 111575 11913 45783 41808 112865 FEES MANDATED BY ACA 76092 OFFICE MOVING EXPENSES 21045 STAFF TRAINING AND DEVE 2887 147760465 -4080178 -366138 17453443 14018627 515272 1464610 4499177 4209549 164467 289628 157602268 156294110 171655272 171700837 178409 212888 453806 499950 65420 0 697635 712838 X 0 0 0 0 170957637 170987999 170957637 170987999 171655272 171700837 -2144660 2175022 0 X X 0 1 X 1 0 60669 60669 3931932 3931429 503 55776 1859 53917 125537 21998 103539 325263 254263 71000 289628 X 146085682 2175022 2175022 143910660 269736 1435409 1705145 145615805 146055320 0 146055320 269736 1435409 1705145 147760465 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 1,342,927. ALLOCATED SHARED EXPENSES TO RELATED TRAINING & LEGAL FUND 92,482. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATED SHARED EXPENSES TO RELATED PENSION TRUST 1,342,927. ALLOCATED SHARED EXPENSES TO RELATED TRAINING & LEGAL FUND 92,482. X 0 0 0 GENIE KASTRUP TRUSTEE 0 223600 0 0 0 1200 0 46956 0 16205 0 287961 0 0 KENNETH MUNZ TRUSTEE 0 147470 0 0 0 2701 0 30969 0 16205 0 197345 0 0 ROBERT PAWLASZEK TRUSTEE 0 124730 0 0 0 2640 0 26193 0 16204 0 169767 0 0 MARIA PIZARRO FUND ADMINISTRATOR 228852 0 0 0 0 0 57628 0 16228 0 302708 0 0 0 MICHELLE RAIMONDI OPERATIONS MANAGER 131018 0 0 0 0 0 34148 0 16228 0 181394 0 0 0 YOLANDA PAWLASZEK SPOUSE OF ROBERT PAWLASZEK (TRUSTEE) 144963 YOLANDA PAWLASZEK IS THE SPOUSE OF ROBERT PAWLASZEK AND IS FIRST COMPENSATED BY THIS ORGANIZATION. AS YOLAND PAWLASZEK IS AN EMPLOYEE OF THE RELATED PENSION FUND, COMPENSATION AND BENEFITS ARE REIMBURSED BY THE PENSION FUND. 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, OPERATIONS MANAGER AND PENSION MANAGER ARE ALSO THE FUND ADMINISTRATOR, OPERATIONS MANAGER AND PENSION MANAGER OF THE RELATED SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST (PENSION TRUST). THE FUND ADMINISTRATOR AND OPERATIONS MANAGER ARE ALSO THE FUND ADMINISTRATOR AND OPERATIONG MANAGER OF THE RELATED SEIU LOCAL 1 & BOMA/CHICAGO TRAINING & LEGAL FUND (TRAINING & LEGAL FUND). THE HEALTH TRUST IS REIMBURSED BY THE PENSION TRUST AND THE TRAINING & LEGAL FUND 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 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 366486542 PROVIDE RETIREMENT AND DEATH BENEFITS IL 401(A) N/A N/A 0 SERVICE EMPLOYEES' LOCAL NO 1 200 EAST RANDOLPH STREET SUITE 1500 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 SEIU LOCAL 1 & BOMACHICAGO TRAINING AND LEGAL FUND 200 EAST RANDOLPH STREET SUITE 1500 CHICAGO IL 60601 332011260 PROVIDE TRAINING AND LEGAL BENEFITS IL 501(C)(9) N/A N/A 0 1000 W WASHINGTON CONDO CONTRIBUTING EMPLOYER 0 1440 N LAKE SHORE BL CONTRIBUTING EMPLOYER 0 600 N FAIRBANKS CONDO ASS CONTRIBUTING EMPLOYER 0 71 E DIVISION BLDG CONTRIBUTING EMPLOYER 0 A & A MAINTENANCE CONTRIBUTING EMPLOYER 0 A & R JANITORIAL SRVCS CONTRIBUTING EMPLOYER 0 ABLE BUILDING MAINTENANCE CONTRIBUTING EMPLOYER 0 ABM AVIATION CONTRIBUTING EMPLOYER 0 ABM JAN SERV INDIANA CONTRIBUTING EMPLOYER 0 ABM JANITORIAL SERVICES CONTRIBUTING EMPLOYER 0 ADMIRAL SECURITY SERV CONTRIBUTING EMPLOYER 0 ADVANCED BUILDING MAINTENANCE CONTRIBUTING EMPLOYER 0 ALLIED JANITORIAL CONTRIBUTING EMPLOYER 0 ALLIED UNIVERSAL SEC CONTRIBUTING EMPLOYER 0 APACHE CO CONTRIBUTING EMPLOYER 0 ARAMARK 2145 SHERIDAN CONTRIBUTING EMPLOYER 0 ARAMARK CPS CONTRIBUTING EMPLOYER 0 ARAMARK INDIAN PR CONTRIBUTING EMPLOYER 0 ARAMARK MCCORMICK CONTRIBUTING EMPLOYER 0 ARAMARK NU CONTRIBUTING EMPLOYER 0 ATALIAN US MIDWEST LLC CONTRIBUTING EMPLOYER 0 B & C SERVICES OF IL CONTRIBUTING EMPLOYER 0 BERGER REALTY GROUP CONTRIBUTING EMPLOYER 0 BH BUILDING SERVICES LLC 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 CITY WIDE JANI INC CONTRIBUTING EMPLOYER 0 CLORICA MANAGEMENT CORP CONTRIBUTING EMPLOYER 0 CONGREGATION RODFEI ZEDEK CONTRIBUTING EMPLOYER 0 COURTHOUSE DEVELOPMENT CONTRIBUTING EMPLOYER 0 CRESCENT CLEANING CO CONTRIBUTING EMPLOYER 0 CTU FOUNDATION CONTRIBUTING EMPLOYER 0 CUSHMAN & WAKEFIELD CONTRIBUTING EMPLOYER 0 CWS MTCE CO CONTRIBUTING EMPLOYER 0 DANMARK SECURITY LLC CONTRIBUTING EMPLOYER 0 DE PAUL UNIVERSITY CONTRIBUTING EMPLOYER 0 DIAMOND 7 ENTERPRISES INC CONTRIBUTING EMPLOYER 0 DIGBY'S DET & SEC AGENCY CONTRIBUTING EMPLOYER 0 DIVERSE FAC SOLUTIONS CONTRIBUTING EMPLOYER 0 DRAKE HOTEL CONTRIBUTING EMPLOYER 0 DUST EM CLEAN MTCE CONTRIBUTING EMPLOYER 0 EBM INC CONTRIBUTING EMPLOYER 0 ECO CLEAN MAINTENANCE CONTRIBUTING EMPLOYER 0 EML LLC CONTRIBUTING EMPLOYER 0 ENVIRONMENTAL SERVICE SYSTEMS CONTRIBUTING EMPLOYER 0 ERMC FACILITY SERVICES CONTRIBUTING EMPLOYER 0 EUREST SERVICES CONTRIBUTING EMPLOYER 0 FACT FINDERS GROUP INC CONTRIBUTING EMPLOYER 0 FIELDS JANITORIAL SER INC CONTRIBUTING EMPLOYER 0 GCA SERVICES GROUP CONTRIBUTING EMPLOYER 0 GDI SERVICES CONTRIBUTING EMPLOYER 0 GLOBETROTTERS INT'L INC CONTRIBUTING EMPLOYER 0 GUARD MANAGEMENT SRVS GRP CONTRIBUTING EMPLOYER 0 HARD SURFACE FINISHERS CONTRIBUTING EMPLOYER 0 HARVARD MAINTENANCE CONTRIBUTING EMPLOYER 0 HARVARD PROTECT CONTRIBUTING EMPLOYER 0 INNOVATIVE FACILITY SRVCS CONTRIBUTING EMPLOYER 0 INTER CAPITAL REALTY CO CONTRIBUTING EMPLOYER 0 INTERCON SECURITY SYSTEMS CONTRIBUTING EMPLOYER 0 INTERNATIONAL CLEANING CONTRIBUTING EMPLOYER 0 IREP US CORP CONTRIBUTING EMPLOYER 0 ISS CONTRIBUTING EMPLOYER 0 ISS FACILITY SERVICES CONTRIBUTING EMPLOYER 0 J&J MAINTENANCE CONTRIBUTING EMPLOYER 0 JALMEX INC CONTRIBUTING EMPLOYER 0 JEWISH FED OF METRO CHGO CONTRIBUTING EMPLOYER 0 KIMCO FACILITY SERVICES CONTRIBUTING EMPLOYER 0 LAB CORP CONTRIBUTING EMPLOYER 0 LINCOLN SECURITY SERVICES LLC CONTRIBUTING EMPLOYER 0 MAINT ENGINEERING GSF CONTRIBUTING EMPLOYER 0 MARC REALTY CONTRIBUTING EMPLOYER 0 MCDONAGH DEMOLITION CONTRIBUTING EMPLOYER 0 MELGAR FACILITY MTCE CONTRIBUTING EMPLOYER 0 MERCHANDISE MART PROP INC CONTRIBUTING EMPLOYER 0 METRO FACILITY SOLUTIONS CONTRIBUTING EMPLOYER 0 MFORT SECURITY SERVICES PLLC CONTRIBUTING EMPLOYER 0 MIDWAY BUILDING SERV LTD CONTRIBUTING EMPLOYER 0 MILLARD GROUP INC CONTRIBUTING EMPLOYER 0 MILLENNIAL ENTERPRISES CONTRIBUTING EMPLOYER 0 MILLENNIUM PK LIVING INC CONTRIBUTING EMPLOYER 0 MONTAUK COMPANY CONTRIBUTING EMPLOYER 0 MONTERREY SECURITY CONSULTANTS INC CONTRIBUTING EMPLOYER 0 NATIONWIDE JANITORIAL SERVICES INC CONTRIBUTING EMPLOYER 0 NEW CITY PROPERTY MANAGEMENT CONTRIBUTING EMPLOYER 0 NS MANAGEMENT CONTRIBUTING EMPLOYER 0 P4 PROTECTIVE SERV LLC CONTRIBUTING EMPLOYER 0 PALAMERICAN SECURITY CONTRIBUTING EMPLOYER 0 PALMER HOUSE HILTON CONTRIBUTING EMPLOYER 0 PERFORMANCE CLEAN CONTRIBUTING EMPLOYER 0 PROSEGUR SERVICES GRP CONTRIBUTING EMPLOYER 0 PRUDENTIAL 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 RR & R CONTRIBUTING EMPLOYER 0 S&A CLEANING SERVICES CONTRIBUTING EMPLOYER 0 SBM MANAGEMENT SERVICES CONTRIBUTING EMPLOYER 0 SCRUB INC CONTRIBUTING EMPLOYER 0 SECURAMERICA LLC CONTRIBUTING EMPLOYER 0 SECURITAS USA INC CONTRIBUTING EMPLOYER 0 SECURITAS USA SUBURBAN CONTRIBUTING EMPLOYER 0 SECURITY LOGISTICS GRP CONTRIBUTING EMPLOYER 0 SECURITY PARTNERS INTL CONTRIBUTING EMPLOYER 0 SERVICE CORP INT SCI 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 TFG NATIONAL HEALTHCARE RESOURCES CONTRIBUTING EMPLOYER 0 THE STONE GROUP CONTRIBUTING EMPLOYER 0 TITAN SEC SERV INC CONTRIBUTING EMPLOYER 0 TOLEDO BUILDING SERVICES CONTRIBUTING EMPLOYER 0 TOTAL FACILITY MAINT INC CONTRIBUTING EMPLOYER 0 TOTAL MAINTENANCE MGMT CONTRIBUTING EMPLOYER 0 TOTAL MAINTENANCE SERVICES LLC CONTRIBUTING EMPLOYER 0 TOTAL SERVICES LLC CONTRIBUTING EMPLOYER 0 TRANSWESTERN CONTRIBUTING EMPLOYER 0 TWIN CLEANING PROF INC CONTRIBUTING EMPLOYER 0 TWIN CLEANING PROF INC AIRPORT 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 CONTRIBUTING EMPLOYER 0 WEST SIDE REALTY L705 CONTRIBUTING EMPLOYER 0 WHELAN SECURITY OF IL 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 HEALTH TRUST ARE LISTED IN PART IV OF SCHEDULE R.