2025-03-28T10:06:22-05:00 2024-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-07-01 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 2025-03-14 true true RICHARD RUVELSON P00234075 3012726000 2023 2025-03-06 01:10:19Z Peter Goldberger 25 WEST 18TH STREET NEW YORK NY 100114676 2156979595 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 0 803 0 0 0 0 0 1870385911 1745905244 33582311 37082788 6621123 12945921 1910589345 1795933953 0 0 1440196055 1520380746 31689372 37627904 0 0 0 76818754 85417724 1548704181 1643426374 361885164 152507579 2604893288 2980252468 37651191 75545694 2567242097 2904706774 X SEE SCHEDULE O false false The plan provides various health benefits to approximately 129,391 eligible participants. false false false false false false false false false true true 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 true true false true 68 0 true 803 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 EMPLOYER TRUSTEE 1.0 39.0 X 0 913133 120000 ROBERT SCHWARTZ DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 411119 30000 PETER GOLDBERGER EXECUTIVE DIRECTOR 24.03 10.97 X 333227 0 43530 STEVE JENKINS DIRECTOR OF OPERATIONS 24.05 10.95 X 284230 0 41570 RANDI FARBER DIRECTOR, TECH & OPERATIONS 25.97 9.03 X 274686 0 41188 ELAINE POMMELLS DIR. OF FINANCE & ADMIN 24.75 10.25 X 266856 0 42497 THOMAS ORMSBY DIR. OF BILLING & EMPLOY. SVCS 28.19 6.81 X 263979 0 40760 CORA OPSAHL HEALTH FUND, DIRECTOR 33.89 1.11 X 259327 0 40574 HARRY WEINBERG DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 274875 23196 EMMANUEL PASTREICH UNION TRUSTEE - CHAIRMAN 1.0 39.0 X X 0 223653 69278 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 35.0 0.0 X 249496 0 43352 RICHARD ROBBINS DIRECTOR, IT INFRASTRUCTURE 35.0 0.0 X 247201 0 40089 MALGORZATA GAPINSKA DIRECOTR, INFO. MANAGEMENT 25.49 9.51 X 244159 0 42047 JOHN SANTOS UNION TRUSTEE - SECY./TREAS. 1.0 39.0 X X 0 212433 72218 ROB HILL DEPUTY UNION TRUSTEE 1.0 39.0 X 0 191433 67743 KEVIN BROWN DEPUTY UNION TRUSTEE 1.0 39.0 X 0 176209 65084 SHIRLEY ALDEBOL UNION TRUSTEE 1.0 39.0 X 0 175961 65084 ELIZABETH BAKER DEPUTY UNION TRUSTEE 1.0 39.0 X 0 178799 60790 DENIS JOHNSTON DEPUTY UNION TRUSTEE 1.0 39.0 X 0 173547 65084 LENORE FRIEDLAENDER DEPUTY UNION TRUSTEE 1.0 39.0 X 0 169482 65674 LARRY ENGELSTEIN UNION TRUSTEE 1.0 39.0 X 0 25340 0 BROOKE JENKINS-LEWIS EMPLOYER TRUSTEE-EFF 10/11/23 1.0 39.0 X 0 0 0 FRED SURACE DEPUTY ER TRUSTEE-EFF 10/11/23 1.0 39.0 X 0 0 0 JEFFREY BRODSKY DEPUTY ER TRUSTEE 1.0 39.0 X 0 0 0 JOHN C SANTORA EMPLOYER TRUSTEE-THRU 6/25/24 1.0 39.0 X 0 0 0 FRED WARD EMPLOYER TRUSTEE - THRU 7/4/23 1.0 39.0 X 0 0 0 2423161 3125984 1079758 146 false true false SCHULTHEIS PANETTIERI LLP 210 MARCUS BLVD HAUPPAUGE NY 11788 PAYROLL AUDITOR 2449553 HH GRAPHIC PRINTING COMMUNICATIONS 505 Washington Ave CARLSTADT NJ 07072 PRINTING 1420130 VITECH SYSTEMS GROUP 404 PARK AVE S NEW YORK NY 10016 COMPUTER CONSULTANT 1932133 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 100368299 LEGAL SERVICES 1416149 RAAB STURM GANCHROW LLP 2125 CENTER AVENUE SUITE 100 FORT LEE NJ 07024 LEGAL SERVICES 1104324 16 0 EMPLOYERS' CONTRIBUTIONS 525100 1745025096 1745025096 PARTICIPANTS' CONTRIBUTIONS 525100 880148 880148 1745905244 24003395 24003395 0 0 6720763 6720763 0 6720763 6720763 374125035 361045642 13079393 13079393 13079393 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 6188900 6188900 LIQUIDATED DAMAGES - EMPLOYERS 900099 32970 32970 OTHER INCOME 900099 3288 3288 6225158 1795933953 1745905244 50028709 0 0 0 1520380746 1330551 0 26159631 3900117 3983356 2254249 0 2101229 2841582 0 0 1733634 57060411 0 1545865 2268150 0 6792758 0 0 156446 0 0 7538255 516290 AFFORDABLE CARE ACT FEES 496592 BENEFIT COMMUNICATIONS 784591 COMPLIANCE PUBLICATIONS 1581921 1643426374 0 0 141137493 109435448 0 0 175507711 186150317 0 0 0 0 0 0 0 0 7866998 7990042 220164695 65838832 146114785 154325863 0 592841849 2108657728 1876105056 0 0 0 0 25608573 53403893 2604893288 2980252468 37651191 74563797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 981897 37651191 75545694 X 0 0 0 0 2567242097 2904706774 2567242097 2904706774 2604893288 2980252468 152507579 184957098 X false true X true false 11030920 11030920 152163738 38347904 113815834 31435018 20758645 10676373 25535019 6732283 18802736 154325863 ANNUITY CONTRACT 81837 F COLLECTIVE INVESTMENT FUNDS 1684472597 F LIMITED PARTNERSHIPS 191550622 F 1876105056 0 DUE TO AFFILIATES 981897 981897 X 1972436654 184957098 184957098 1787479556 1733634 6720763 8454397 1795933953 1634971977 1634971977 1733634 6720763 8454397 1643426374 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, 2024 and 2023 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 REVENUE REPORTED NET OF EXPENSES ON FS: $ 6,720,763 RENTAL INCOME FROM AFFILIATES PART XII, LINE 4B - OTHER REVENUE REPORTED NET OF EXPENSES ON FS: $ 6,720,763 RENTAL INCOME FROM AFFILIATES X X X false false false EMMANUEL PASTREICH UNION TRUSTEE - CHAIRMAN 0 219311 0 0 0 4342 0 45876 0 24594 0 294123 0 0 JOHN SANTOS UNION TRUSTEE - SECY./TREAS. 0 199950 0 0 0 12483 0 48816 0 24601 0 285850 0 0 SHIRLEY ALDEBOL UNION TRUSTEE 0 165325 0 0 0 10636 0 41682 0 24601 0 242244 0 0 ROB HILL DEPUTY UNION TRUSTEE 0 178235 0 0 0 13198 0 44341 0 24762 0 260536 0 0 ELIZABETH BAKER DEPUTY UNION TRUSTEE 0 178121 0 0 0 678 0 37388 0 24762 0 240949 0 0 LENORE FRIEDLAENDER DEPUTY UNION TRUSTEE 0 168190 0 0 0 1292 0 42272 0 23402 0 235156 0 0 KEVIN BROWN DEPUTY UNION TRUSTEE 0 165325 0 0 0 10884 0 41682 0 24601 0 242492 0 0 DENIS JOHNSTON DEPUTY UNION TRUSTEE 0 165325 0 0 0 8222 0 41682 0 24601 0 239830 0 0 HOWARD I ROTHSCHILD EMPLOYER TRUSTEE 0 721133 0 192000 0 0 0 96804 0 23196 0 1033133 0 0 ROBERT SCHWARTZ DEPUTY EMPLOYER TRUSTEE 0 321119 0 90000 0 0 0 6804 0 23196 0 441119 0 0 HARRY WEINBERG DEPUTY EMPLOYER TRUSTEE 0 264875 0 10000 0 0 0 0 0 23196 0 298071 0 0 PETER GOLDBERGER EXECUTIVE DIRECTOR 312840 0 18187 0 2200 0 20128 0 23402 0 376757 0 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 272143 0 10538 0 1549 0 18168 0 23402 0 325800 0 0 0 ELAINE POMMELLS DIR. OF FINANCE & ADMIN 253676 0 10385 0 2795 0 17535 0 24962 0 309353 0 0 0 CORA OPSAHL HEALTH FUND, DIRECTOR 249712 0 9615 0 0 0 17172 0 23402 0 299901 0 0 0 RANDI FARBER DIRECTOR, TECH & OPERATIONS 258137 0 15000 0 1549 0 17786 0 23402 0 315874 0 0 0 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 231458 0 11023 0 7015 0 16900 0 26452 0 292848 0 0 0 THOMAS ORMSBY DIR. OF BILLING & EMPLOY. SVCS 248056 0 14423 0 1500 0 17358 0 23402 0 304739 0 0 0 MALGORZATA GAPINSKA DIRECOTR, INFO. MANAGEMENT 227304 0 13435 0 3420 0 16645 0 25402 0 286206 0 0 0 RICHARD ROBBINS DIRECTOR, IT INFRASTRUCTURE 242723 0 4478 0 0 0 16687 0 23402 0 287290 0 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 MANNY PASTREICH, JOHN SANTOS, SHIRLEY ALDELBOL, LARRY ENGELSTEIN, ROB HILL, ELIZABETH BAKER, LENOR FRIEDLAENDER, KEVIN BROWN, AND DENIS JOHNSTON HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. TRUSTEES HOWARD I. ROTHSCHILD, BROOKE JENKINS-LEWIS, FRED SURACE,JEFFREY BRODSKY, JOHN C. SANTORA, FRED WARD, ROBERT SCHWARTZ, AND HARRY WEINBERGO HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. 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 NA false Thomas Shortman Training Scholarship 25 West 18th Street New York NY 10011 237424757 Training Fund NY 501(C)(3) 2 NA false Building Service 32BJ Legal Services 25 West 18th Street New York NY 10011 136841620 Legal Service 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 SVC 32BJ HEALTH 25 WEST 18TH STREET NEW YORK NY 10011 132928869 PLAN SPONSOR NY N/A N/A NA false UNION HEALTH CENTER INC 275 7TH AVENUE NEW YORK NY 10001 135563408 HEALTHCARE NY 501(C)(3) 10 32BJ HLTH FD true SEIU LOCAL 32BJ 25 WEST 18TH STREET NEW YORK NY 10011 130535740 LABOR UNION NY 501(C)(5) N/A NA false NYC SCHOOL SUPPORT SERVICES INC 180 MADISON AVENUE 12TH FLOOR NEW YORK NY 10016 812621466 CONTRIB ER NY 501(C)(3) 12A 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 SCHOOL DISTRICT OF PHILADELPHIA N/A NA false ABM JANITORIAL SERVICES INC NA ALLIED UNIVERSAL SECURITY SERVICES NA C&W Facility Services Inc NA COLLINS BUILDING SERVICES INC NA GUARDIAN SERVICES INDUSTRIES INC NA HARVARD MAINTENANCE NA PRITCHARD INDUSTRIES INC NA SECURITAS SECURITY SERVICES USA INC NA false false false false false false false false false true false false true true true false true true true UNION HEALTH CENTER INC M 16656877 billed services PART IV - CONTRIBUTING EMPLOYERS: BASED ON THE HIGH VOLUME OF CONTRIBUTING EMPLOYERS TO THE FUND, THE FUND IS DISCLOSING TOP 10 EMPLOYER CONTRIBUTORS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.