2022-07-18T11:47:25-05:00 2021-09-30 362152389 BANSLEY AND KIENER LLP 8745 W HIGGINS RD STE 200 CHICAGO IL 606312704 990 2020-10-01 362857218 SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST SEIU 3122338800 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 GENIE KASTRUP TRUSTEE 3122338800 2022-07-15 1 GENIE KASTRUP 999009999 DANIELLE M TYLER P01433924 3122632700 2022-07-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS BALANOFF 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 346566893 0 X SEIU25.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 0 36 0 0 0 0 0 132714370 129380563 3682937 2492388 1034524 842812 137431831 132715763 0 0 112139028 121981820 1588549 1659115 0 0 0 1276778 1285641 115004355 124926576 22427476 7789187 150107767 156543336 16980040 16747881 133127727 139795455 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 144 0 1 36 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X MARIA PIZARRO 3122338800 111 EAST WACKER DR 17TH FLOOR CHICAGO IL 60601 THOMAS BALANOFF TRUSTEE/CHAIRMAN 2.00 40.00 X X 0 249750 66151 GENIE KASTRUP TRUSTEE 2.00 40.00 X 0 170515 49512 LAURA GARZA TRUSTEE - PAST 2.00 40.00 X 0 185272 52611 KENNETH E MUNZ TRUSTEE 2.00 40.00 X 0 119331 38477 DEAN L JOHNSON TRUSTEE 2.00 0.00 X 0 0 0 KRYSTAL W KURINSKY TRUSTEE 2.00 0.00 X 0 0 0 TIM CONWAY TRUSTEE 2.00 0.00 X 0 0 0 LENNY SCIASCIA TRUSTEE - PAST 2.00 0.00 X 0 0 0 MARIA PIZARRO FUND MANAGER 40.00 0.00 X 46610 0 14478 JAMES MCARDLE FUND MANAGER - PAST 40.00 0.00 X 248550 0 73260 295160 724868 294489 1 0 1 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO ADMIN. FEES 1709337 AMALGATRUST COMPANY INC 1 WEST MONROE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 221623 BANSLEY & KIENER LLP 8745 WEST HIGGINS SUITE 200 CHICAGO IL 60631 AUDIT & PAYROLL AUDIT SERVICES 128967 BENEFITS MANAGEMENT GROUP INC 1520 KENSIGTON SUITE 200 OAK BROOK IL 60523 BENEFIT ADMIN. IT SERVICES 103528 BASYS INC 3700 KOPPERS ST 400 BALTIMORE MD 21227 BENEFIT ADMIN. IT SERVICES 101407 5 EMPLOYERS' CONTRIBUTIONS 900099 128230417 128230417 PARTICIPANTS' CONTRIBUTIONS 900099 1150146 1150146 129380563 3214382 3214382 697023 3265 693758 693758 693758 213125871 213847865 -721994 -721994 -721994 INTEREST & ASSESSMENTS-P/R AUDITS 900099 128540 128540 OTHER INCOME 900099 20514 20514 149054 132715763 129529617 0 3186146 121981820 199412 904910 250005 222623 82165 120706 98246 244704 120457 199134 172294 148573 9764 40619 69516 FEES MANDATED BY ACA 61628 124926576 322295 77091 11178806 11252110 45261 48462 4246638 4137557 150085 109081 136511266 143223547 1900054 1833045 150107767 156543336 140611 114752 166936 165815 16672493 16467314 16980040 16747881 X 0 0 0 0 133127727 139795455 133127727 139795455 150107767 156543336 7789187 -1121459 0 X X 0 1 X 1 0 60669 60669 3931932 3920001 11931 254037 217556 36481 109081 CLAIMS INCURRED BUT NOT REPORTED 10448000 CLAIMS PAYABLE 4063000 ACCUMULATED ELIGIBILITY CREDITS 1680000 BANK OVERDRAFT 276314 16467314 X 131349600 -1121459 -1121459 132471059 244704 244704 132715763 125005872 0 125005872 244704 -324000 -79296 124926576 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN PLAN BENEFIT OBLIGATIONS -324,000. X 0 0 0 THOMAS BALANOFF TRUSTEE/CHAIRMAN 0 247785 0 0 0 1965 0 52035 0 14116 0 315901 0 0 GENIE KASTRUP TRUSTEE 0 168550 0 0 0 1965 0 35396 0 14116 0 220027 0 0 LAURA GARZA TRUSTEE - PAST 0 183307 0 0 0 1965 0 38495 0 14116 0 237883 0 0 KENNETH E MUNZ TRUSTEE 0 116001 0 0 0 3330 0 24361 0 14116 0 157808 0 0 JAMES MCARDLE FUND MANAGER - PAST 248550 0 0 0 0 0 62330 0 10930 0 321810 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT SEIU LOCAL 1 HAS THE POWER TO APPOINT A SUCCESSOR UNION TRUSTEE FOR THE FUND. IF AN EMPLOYER TRUSTEE VACANCY ARISES, THE ASSOCIATION (BOMA) THAT APPOINTED THE PREDECESSOR TRUSTEE HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. FORM 990, PART VI, SECTION B, LINE 11B THE FUND MANAGER 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 THE FUND IS SUBJECT TO THE REQUIREMENT OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTIONS PROVISIONS THIS CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF FUND PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. THE FUND MANAGER'S SALARY AND BENEFITS ARE SHARED WITH SEIU LOCAL 1 & PARTICIPATING EMLOYERS PENSION TRUST. THE FUND MANAGER'S TOTAL COMPENSATION, LISTED ON PAGE 7 AND ON SCHEDULE J, IS ALLOCATED BETWEEN THE HEALTH FUND AND THE SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES IT GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THAT THE FUND MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS IS PERFORMED BY THE FUND MANAGER. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. SERVICE EMPLOYEES' LOCAL NO 1 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 360899855 LABOR ORGANIZATION IL 501(C)(5) N/A 0 BUILDING OWNERS AND MANAGERS ASSOCIATION OF CHICAGO 115 S LASALLE STREET SUITE 2300 CHICAGO IL 60603 360852810 ASSOCIATION IL 501(C)(6) N/A 0 BOARD OF TRUSTEES SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST 111 EAST WACKER DRIVE 17TH FLOOR CHICAGO IL 60601 362857218 PLAN SPONSOR IL N/A 0 AMERICAN BUILDING MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 HARVARD MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 MILLARD GROUP INC CONTRIBUTING EMPLOYER N/A 0 TITAN SECURITY SERVICES INC CONTRIBUTING EMPLOYER N/A 0 ALLIED UNIVERSAL SECURITY CONTRIBUTING EMPLOYER N/A 0 DIVERSE FAC SOLUTIONS CONTRIBUTING EMPLOYER N/A 0 ARAMARK CONTRIBUTING EMPLOYER N/A 0 SECURITAS USA INC CONTRIBUTING EMPLOYER N/A 0 TOTAL FACILITY MAINTENANCE INC CONTRIBUTING EMPLOYER N/A 0 VARGAS GROUP LTD CONTRIBUTING EMPLOYER N/A 0 C&W SERVICES CONTRIBUTING EMPLOYER N/A 0 A & R JANITORIAL SERVICES CONTRIBUTING EMPLOYER N/A 0 MIDWAY BUILDING SERVICE LTD CONTRIBUTING EMPLOYER N/A 0 RJB PROPERTIES INC CONTRIBUTING EMPLOYER N/A 0 A & A MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 UNION HEALTH SERVICE CONTRIBUTING EMPLOYER N/A 0 CITY COLLEGES OF CHICAGO CONTRIBUTING EMPLOYER N/A 0 SECURAMERICA LLC CONTRIBUTING EMPLOYER N/A 0 APACHE CO CONTRIBUTING EMPLOYER N/A 0 TWIN CLEANING PROFESSIONAL INC CONTRIBUTING EMPLOYER N/A 0 P4 PROTECTIVE SERVICES LLC CONTRIBUTING EMPLOYER N/A 0 KIMCO SERVICES CONTRIBUTING EMPLOYER N/A 0 SMITH MAINTENANCE CO CONTRIBUTING EMPLOYER N/A 0 UG2 CONTRIBUTING EMPLOYER N/A 0 HARVARD PROTECTION SERVICES CONTRIBUTING EMPLOYER N/A 0 WHELAN SECURITY OF ILLINOIS INC CONTRIBUTING EMPLOYER N/A 0 MIRAMAR GROUP CONTRIBUTING EMPLOYER N/A 0 SECURITAS USA SUBURBAN CONTRIBUTING EMPLOYER N/A 0 BMS OF CHICAGO LLC CONTRIBUTING EMPLOYER N/A 0 ABLE BUILDING MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 SODEXO INC CONTRIBUTING EMPLOYER N/A 0 CRESCENT CLEANING CO CONTRIBUTING EMPLOYER N/A 0 KCR MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 DIGBY'S DETECTIVE AND SECURITY AGENCY CONTRIBUTING EMPLOYER N/A 0 EBM INC CONTRIBUTING EMPLOYER N/A 0 EML LLC CONTRIBUTING EMPLOYER N/A 0 G4S SECURE SOLUTIONS USA CONTRIBUTING EMPLOYER N/A 0 MAINTENANCE ENGINEERING GSF CONTRIBUTING EMPLOYER N/A 0 DANMARK SECURITY LLC CONTRIBUTING EMPLOYER N/A 0 GCA SERVICES GROUP CONTRIBUTING EMPLOYER N/A 0 CLORICA MANAGEMENT CORPORATION CONTRIBUTING EMPLOYER N/A 0 WE'RE CLEANING INC CONTRIBUTING EMPLOYER N/A 0 PROSEGUR SERVICES CONTRIBUTING EMPLOYER N/A 0 BLACK KNIGHT SECURITY CONTRIBUTING EMPLOYER N/A 0 GUARD MANAGEMENT SERVICES GROUP CONTRIBUTING EMPLOYER N/A 0 RIDGE MAINTENANCE GROUP CONTRIBUTING EMPLOYER N/A 0 ROOSEVELT UNIVERSITY CONTRIBUTING EMPLOYER N/A 0 SKYTECH ENTERPRISES LTD CONTRIBUTING EMPLOYER N/A 0 DEPAUL UNIVERSITY CONTRIBUTING EMPLOYER N/A 0 GLOBETROTTERS INT'L INC CONTRIBUTING EMPLOYER N/A 0 MELGAR FACILITY MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 SCRUB INC CONTRIBUTING EMPLOYER N/A 0 SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST CONTRIBUTING EMPLOYER N/A 0 CHICAGO HILTON & TOWERS CONTRIBUTING EMPLOYER N/A 0 JEWISH FEDERATION OF METROPOLITAN CHICAGO CONTRIBUTING EMPLOYER N/A 0 FACT FINDERS GROUP INC CONTRIBUTING EMPLOYER N/A 0 STIOM AKA SPANNTECH CONTRIBUTING EMPLOYER N/A 0 EUREST SERVICES CONTRIBUTING EMPLOYER N/A 0 TACTICAL SECURITY CONTRIBUTING EMPLOYER N/A 0 PALMER HOUSE HILTON CONTRIBUTING EMPLOYER N/A 0 ECO CLEAN MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 SBM CONTRIBUTING EMPLOYER N/A 0 MERCHANDISE MART PROPERTY INC CONTRIBUTING EMPLOYER N/A 0 MONTAUK COMPANY CONTRIBUTING EMPLOYER N/A 0 SECURITY PARTNERS INTERNATIONAL CONTRIBUTING EMPLOYER N/A 0 HARD SURFACE FINISHERS CONTRIBUTING EMPLOYER N/A 0 BERGER REALTY GROUP CONTRIBUTING EMPLOYER N/A 0 GDI SERVICES CONTRIBUTING EMPLOYER N/A 0 ATALIAN US MIDWEST LLC CONTRIBUTING EMPLOYER N/A 0 ISS FACILITY SERVICES CONTRIBUTING EMPLOYER N/A 0 ADMIRAL SECURITY SERVICE CONTRIBUTING EMPLOYER N/A 0 ZENITH FACILITY SERVICES CONTRIBUTING EMPLOYER N/A 0 LAB CORP CONTRIBUTING EMPLOYER N/A 0 1440 N LAKE SHORE CONTRIBUTING EMPLOYER N/A 0 CHICAGO MANAGEMENT PERSON CONTRIBUTING EMPLOYER N/A 0 INNOVATIVE FACILITY SERVICES CONTRIBUTING EMPLOYER N/A 0 DYNAMIC SECURITY CONTRIBUTING EMPLOYER N/A 0 ERMC FACILITY SERVICES CONTRIBUTING EMPLOYER N/A 0 CMC & MAINTENANCE INC CONTRIBUTING EMPLOYER N/A 0 UNITED NETWORK BUREAU CONTRIBUTING EMPLOYER N/A 0 CWS MTCE CO CONTRIBUTING EMPLOYER N/A 0 ST MORITZ SECURITY CONTRIBUTING EMPLOYER N/A 0 CHICAGO FIVE-O CONTRIBUTING EMPLOYER N/A 0 KLEAN - 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ALL CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R.