SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST (EIN 36-2857218)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-06-27
IRS object ID
202521789349301137
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-27T16:10:02-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR STE 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362857218EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEIU LOCAL 1 & PARTICIPATING EMPLOYERSBusinessNameLine1Txt
Business Name Line2HEALTH TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSEIUBusinessNameControlTxt
Phone3122338800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 EAST RANDOLPH STREET 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGENIE KASTRUPPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3122338800PhoneNum
Signature2025-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE M TYLERPreparerPersonNm
PTINP01433924PTIN
Phone3123680500PhoneNum
Preparation2025-06-27PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerGENIE KASTRUPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 EAST RANDOLPH STREET 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$245,995,411GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressSEIU1BENFUNDS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1974FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH CARE BENEFITS TO COVERED MEMBERS OF SEIU LOCAL 1 AND THEIR ELIGIBLE DEPENDENTS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$140,842,076PYProgramServiceRevenueAmt
CY Program Service Revenue$142,882,364CYProgramServiceRevenueAmt
PY Investment Income$4,819,790PYInvestmentIncomeAmt
CY Investment Income$6,531,501CYInvestmentIncomeAmt
PY Other Revenue$899,103PYOtherRevenueAmt
CY Other Revenue$758,839CYOtherRevenueAmt
PY Total Revenue$146,560,969PYTotalRevenueAmt
CY Total Revenue$150,172,704CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$131,685,798PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$134,908,769CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,053,268PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,184,932CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,656,279PYOtherExpensesAmt
CY Other Expenses$1,866,046CYOtherExpensesAmt
PY Total Expenses$136,395,345PYTotalExpensesAmt
CY Total Expenses$139,959,747CYTotalExpensesAmt
PY Revenues Less Expenses$10,165,624PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,212,957CYRevenuesLessExpensesAmt
Total Assets BOY$152,447,558TotalAssetsBOYAmt
Total Assets EOY$171,655,272TotalAssetsEOYAmt
Total Liabilities BOY$237,789TotalLiabilitiesBOYAmt
Total Liabilities EOY$697,635TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$152,209,769NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$170,957,637NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document55IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIA PIZARRO - FUND ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122338800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 EAST RANDOLPH STREET SUITE 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
GENIE KASTRUP
TRUSTEE2.0040.00Yes (X)$0$216,200$60,835
KENNETH MUNZ
TRUSTEE2.0040.00Yes (X)$0$141,240$44,791
ROBERT PAWLASZEK
TRUSTEE2.0040.00Yes (X)$0$122,572$40,871
ROBERT QUAST
TRUSTEE2.000.00Yes (X)$0$0$0
TIM CONWAY
TRUSTEE2.000.00Yes (X)$0$0$0
DAVID HOPWOOD
TRUSTEE2.000.00Yes (X)$0$0$0
DEAN JOHNSON
TRUSTEE - PAST2.000.00Yes (X)$0$0$0
KRYSTAL KURINSKY
TRUSTEE - PAST2.000.00Yes (X)$0$0$0
MARIA PIZARRO
FUND ADMINISTRATOR40.000.00$220,038$0$71,264Yes (X)
LAURA HYNES
ASST. FUND ADMINISTRATOR - PAST40.000.00$140,520$0$50,125Yes (X)
MICHELLE RAIMONDI
OPERATIONS MANAGER40.000.00$127,826$0$48,503Yes (X)
CATHERINE O'BRIEN
CONTROLLER - PAST40.000.00$100,820$0$41,017Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$589,204TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$480,012TotReportableCompRltdOrgAmt
Total Other Compensation$357,406TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD OF ILLINOIS
300 EAST RANDOLPH STREETCHICAGOIL60601PPO PROVIDER$1,597,320
AMALGATRUST COMPANY INC
30 N LASALLE STCHICAGOIL60602INVESTMENT MANAGER$237,964
BRIDGEWAY BENEFIT TECHNOLOGIES
3700 KOPPERS ST 4TH FLOORBALTIMOREMD21227BENEFIT MGMT IT PROVIDER$207,713
ASHER GITTLER & D'ALBA LTD
200 W JACKSON BLVD SUITE 720CHICAGOIL60606LAW FIRM$192,365
LEGACY PROFESSIONALS LLP
4 WESTBROOK CORPORATE CENTER SUITEWESTCHESTERIL60154ACCOUNTING FIRM$149,954
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$139,907,873$139,907,873
REIMB. OF SHARED EXPENSES FROM RE900099$1,233,729$1,233,729
TRANSITIONAL REINSURANCE FEE REFU900099$1,173,416$1,173,416
LIQUIDATED DAMAGES900099$416,339$416,339
COBRA CONTRIBUTIONS900099$151,007$151,007
FieldValueIRS element (for citing)
Total Program Service Revenue$142,882,364TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,803,483TotalRevenueColumnAmt
Exclusion$5,803,483ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$731,232RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$731,232RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$731,232TotalRevenueColumnAmt
Exclusion$731,232ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$96,550,725SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$95,822,707SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$728,018SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$728,018TotalRevenueColumnAmt
Exclusion$728,018ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$27,607TotalRevenueColumnAmt
Exclusion$27,607ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$27,607OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$150,172,704TotalRevenueColumnAmt
Related Or Exempt Func Income$142,882,364RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,290,340ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$134,908,769TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$299,694TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,784,141TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$478,340TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$464,754TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$158,003TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$307,136TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$191,496TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$257,378TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$139,142TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$256,243TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$305,920TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$150,242TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,118TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,438TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,282TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$106,585TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$63,867
STAFF TRAINING AND DEVE$9,199

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$139,959,747TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$102,295BOYAmt
EOY-$4,080,178EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,256,402BOYAmt
EOY$17,453,443EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$81,680BOYAmt
EOY$515,272EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,380,615LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,216,148LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$198,748BOYAmt
EOY$164,467EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$140,013,023BOYAmt
EOY$157,602,268EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$152,447,558BOYAmt
EOY$171,655,272EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$237,789BOYAmt
EOY$178,409EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$453,806EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$65,420EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$237,789BOYAmt
EOY$697,635EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$152,209,769BOYAmt
EOY$170,957,637EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$152,209,769BOYAmt
EOY$170,957,637EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$152,447,558BOYAmt
EOY$171,655,272EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,212,957ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,534,911NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$60,669OtherCostOrOtherBasisAmt
Book Value$60,669BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,931,932OtherCostOrOtherBasisAmt
Depreciation$3,929,545DepreciationAmt
Book Value$2,387BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,879OtherCostOrOtherBasisAmt
Depreciation$38,867DepreciationAmt
Book Value$2,012BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$347,135OtherCostOrOtherBasisAmt
Depreciation$247,736DepreciationAmt
Book Value$99,399BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$164,467TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ORGANIZATIONSDesc
Amt$65,420Amt
FieldValueIRS element (for citing)
Total Liability$65,420TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$157,216,508TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,534,911NetUnrealizedGainsInvstAmt
Revenue Not Reported$8,534,911RevenueNotReportedAmt
Revenue Subtotal$148,681,597RevenueSubtotalAmt
Investment Expenses Not Incld$257,378InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,233,729OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,491,107RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$150,172,704TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$138,468,640TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$138,468,640ExpensesSubtotalAmt
Investment Expenses Not Incld2$257,378InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,233,729OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,491,107ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$139,959,747TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 1,233,729.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ALLOCATED SHARED EXPENSES TO RELATED PENSION TRUST 1,233,729.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GENIE KASTRUP
TRUSTEE$0$215,000$0$0$0$1,200$0$45,150$0$15,685$0$277,035$0$0
KENNETH MUNZ
TRUSTEE$0$138,600$0$0$0$2,640$0$29,106$0$15,685$0$186,031$0$0
ROBERT PAWLASZEK
TRUSTEE$0$119,932$0$0$0$2,640$0$25,186$0$15,685$0$163,443$0$0
MARIA PIZARRO
FUND ADMINISTRATOR$220,038$0$0$0$0$0$55,513$0$15,751$0$291,302$0$0$0
LAURA HYNES
ASST. FUND ADMINISTRATOR - PAST$137,020$0$3,500$0$0$0$35,694$0$14,431$0$190,645$0$0$0
MICHELLE RAIMONDI
OPERATIONS MANAGER$124,826$0$3,000$0$0$0$32,752$0$15,751$0$176,329$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CIT 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 15ASALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
FORM 990, PART VII, SECTION A, LINE 1ATHE FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR, OPERATIONS MANAGER AND CONTROLLER ARE ALSO THE FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR, OPERATIONS MANAGER AND CONTROLLER OF THE RELATED SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST (PENSION TRUST). THE HEALTH TRUST IS REIMBURSED BY THE PENSION TRUST FOR THEIR ALLOCATED PORTION OF SALARY, FRINGE BENEFITS AND PAYROLL TAXES.
FORM 990, PART XII, LINE 2CTHE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST
200 EAST RANDOLPH STREET SUITE 1500CHICAGOIL60601366486542PROVIDE RETIREMENT AND DEATH BENEFITSIL401(A)N/AN/A0
SERVICE EMPLOYEES' LOCAL NO 1
200 EAST RANDOLPH STREET SUITE 1500CHICAGOIL60601360899855LABOR UNION /CONTRIBUTING EMPLOYERIL501(C)(5)N/AN/A0
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (146 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
1000 W WASHINGTON CONDO
CONTRIBUTING EMPLOYER0
1440 N LAKE SHORE BL
CONTRIBUTING EMPLOYER0
600 N FAIRBANKS CONDO ASS
CONTRIBUTING EMPLOYER0
71 E DIVISION BLDG
CONTRIBUTING EMPLOYER0
A & A MAINTENANCE
CONTRIBUTING EMPLOYER0
A & R JANITORIAL SRVCS
CONTRIBUTING EMPLOYER0
ABLE BUILDING MAINTENANCE
CONTRIBUTING EMPLOYER0
ABM AVIATION
CONTRIBUTING EMPLOYER0
ABM JAN SERV INDIANA
CONTRIBUTING EMPLOYER0
ABM JANITORIAL SERVICES
CONTRIBUTING EMPLOYER0
ADMIRAL SECURITY SERV
CONTRIBUTING EMPLOYER0
AGB INVESTIGATIVE
CONTRIBUTING EMPLOYER0
ALLIED JANITORIAL
CONTRIBUTING EMPLOYER0
ALLIED UNIVERSAL SEC
CONTRIBUTING EMPLOYER0
ANCHOR MECHANICAL INC
CONTRIBUTING EMPLOYER0
APACHE CO
CONTRIBUTING EMPLOYER0
ARAMARK 2145 SHERIDAN
CONTRIBUTING EMPLOYER0
ARAMARK BOEING
CONTRIBUTING EMPLOYER0
ARAMARK CPS
CONTRIBUTING EMPLOYER0
ARAMARK GEN BRD PENSION
CONTRIBUTING EMPLOYER0
ARAMARK INDIAN PR
CONTRIBUTING EMPLOYER0
ARAMARK MCCORMICK
CONTRIBUTING EMPLOYER0
ARAMARK NU
CONTRIBUTING EMPLOYER0
ATALIAN US MIDWEST LLC
CONTRIBUTING EMPLOYER0
B & C SERVICES OF IL
CONTRIBUTING EMPLOYER0
BERGER REALTY GROUP
CONTRIBUTING EMPLOYER0
BH BUILDING SERVICES LLC
CONTRIBUTING EMPLOYER0
BLACK KNIGHT SECURITY
CONTRIBUTING EMPLOYER0
BMS OF CHICAGO LLC
CONTRIBUTING EMPLOYER0
BONA FIDE CONGLOMERATE INC
CONTRIBUTING EMPLOYER0
BOYE JANITORIAL SERVICES
CONTRIBUTING EMPLOYER0
BUILDING GROUP
CONTRIBUTING EMPLOYER0
C&W SERVICES
CONTRIBUTING EMPLOYER0
CEDAR PARK CEMETERY
CONTRIBUTING EMPLOYER0
CHICAGO FIVE-O
CONTRIBUTING EMPLOYER0
CHICAGO HILTON & TOWERS
CONTRIBUTING EMPLOYER0
CHICAGO MANAGEMENT PERSON
CONTRIBUTING EMPLOYER0
CITY COLLEGES OF CHICAGO
CONTRIBUTING EMPLOYER0
CITY WIDE JANI INC
CONTRIBUTING EMPLOYER0
CLORICA MANAGEMENT CORP
CONTRIBUTING EMPLOYER0
COMPASS GROUP
CONTRIBUTING EMPLOYER0
CONGREGATION RODFEI ZEDEK
CONTRIBUTING EMPLOYER0
COURTHOUSE DEVELOPMENT
CONTRIBUTING EMPLOYER0
CRESCENT CLEANING CO
CONTRIBUTING EMPLOYER0
CTU FOUNDATION
CONTRIBUTING EMPLOYER0
CUSHMAN & WAKEFIELD
CONTRIBUTING EMPLOYER0
CWS MTCE CO
CONTRIBUTING EMPLOYER0
DANMARK SECURITY LLC
CONTRIBUTING EMPLOYER0
DE PAUL UNIVERSITY
CONTRIBUTING EMPLOYER0
DIGBY'S DET & SEC AGENCY
CONTRIBUTING EMPLOYER0
DIVERSE FAC SOLUTIONS
CONTRIBUTING EMPLOYER0
DRAKE HOTEL
CONTRIBUTING EMPLOYER0
DUST EM CLEAN MTCE
CONTRIBUTING EMPLOYER0
DYNAMIC SECURITY
CONTRIBUTING EMPLOYER0
EBM INC
CONTRIBUTING EMPLOYER0
ECO CLEAN MAINTENANCE
CONTRIBUTING EMPLOYER0
EML LLC
CONTRIBUTING EMPLOYER0
ENVIRONMENTAL SERVICE SYSTEMS
CONTRIBUTING EMPLOYER0
ERMC FACILITY SERVICES
CONTRIBUTING EMPLOYER0
EUREST SERVICES
CONTRIBUTING EMPLOYER0
FACT FINDERS GROUP INC
CONTRIBUTING EMPLOYER0
FIELDS JANITORIAL SER INC
CONTRIBUTING EMPLOYER0
FIRST SERVICE RESIDENTIAL
CONTRIBUTING EMPLOYER0
G4S SECURE SOLUTIONS USA
CONTRIBUTING EMPLOYER0
GCA SERVICES GROUP
CONTRIBUTING EMPLOYER0
GDI SERVICES
CONTRIBUTING EMPLOYER0
GLOBETROTTERS INT'L INC
CONTRIBUTING EMPLOYER0
GROUND SUPPORT SERVICES
CONTRIBUTING EMPLOYER0
GUARD MANAGEMENT SRVS GRP
CONTRIBUTING EMPLOYER0
HARD SURFACE FINISHERS
CONTRIBUTING EMPLOYER0
HARVARD MAINTENANCE
CONTRIBUTING EMPLOYER0
HARVARD PROTECT
CONTRIBUTING EMPLOYER0
INNOVATIVE FACILITY SRVCS
CONTRIBUTING EMPLOYER0
INTER CAPITAL REALTY CO
CONTRIBUTING EMPLOYER0
INTERCON SECURITY SYSTEMS
CONTRIBUTING EMPLOYER0
INTERNATIONAL CLEANING
CONTRIBUTING EMPLOYER0
IREP US CORP
CONTRIBUTING EMPLOYER0
ISS
CONTRIBUTING EMPLOYER0
ISS FACILITY SERVICES
CONTRIBUTING EMPLOYER0
JALMEX INC
CONTRIBUTING EMPLOYER0
JEWISH FED OF METRO CHGO
CONTRIBUTING EMPLOYER0
JWI
CONTRIBUTING EMPLOYER0
KARD DBA DEPENDABLE
CONTRIBUTING EMPLOYER0
KIMCO FACILITY SERVICES
CONTRIBUTING EMPLOYER0
LAB CORP
CONTRIBUTING EMPLOYER0
LINCOLN PROPERTY COMPANY
CONTRIBUTING EMPLOYER0
LINCOLN SECURITY SERVICES LLC
CONTRIBUTING EMPLOYER0
M & J WILKOW LTD
CONTRIBUTING EMPLOYER0
MAINT ENGINEERING GSF
CONTRIBUTING EMPLOYER0
MARC REALTY
CONTRIBUTING EMPLOYER0
MCDONAGH DEMOLITION
CONTRIBUTING EMPLOYER0
MELGAR FACILITY MTCE
CONTRIBUTING EMPLOYER0
MERCHANDISE MART PROP INC
CONTRIBUTING EMPLOYER0
MIDWAY BUILDING SERV LTD
CONTRIBUTING EMPLOYER0
MILLENNIAL ENTERPRISES
CONTRIBUTING EMPLOYER0
MILLENNIUM PK LIVING INC
CONTRIBUTING EMPLOYER0
MONTAUK COMPANY
CONTRIBUTING EMPLOYER0
NATIONAL JAN SOLUTIONS
CONTRIBUTING EMPLOYER0
NATIONWIDE JANITORIAL SERVICES INC
CONTRIBUTING EMPLOYER0
NS MANAGEMENT
CONTRIBUTING EMPLOYER0
P4 PROTECTIVE SERV LLC
CONTRIBUTING EMPLOYER0
PALAMERICAN SECURITY
CONTRIBUTING EMPLOYER0
PALMER HOUSE HILTON
CONTRIBUTING EMPLOYER0
PERFORMANCE CLEAN
CONTRIBUTING EMPLOYER0
PROSEGUR SERVICES GRP
CONTRIBUTING EMPLOYER0
PRUDENTIAL DEFENSE
CONTRIBUTING EMPLOYER0
RIDGE MAINTENANCE GROUP
CONTRIBUTING EMPLOYER0
RIVERWOOD CLEANING
CONTRIBUTING EMPLOYER0
RJB PROPERTIES INC
CONTRIBUTING EMPLOYER0
ROOSEVELT UNIVERSITY
CONTRIBUTING EMPLOYER0
RR & R
CONTRIBUTING EMPLOYER0
S&A CLEANING SERVICES
CONTRIBUTING EMPLOYER0
SBM MANAGEMENT SERVICES
CONTRIBUTING EMPLOYER0
SCRUB INC
CONTRIBUTING EMPLOYER0
SECURITAS USA INC
CONTRIBUTING EMPLOYER0
SECURITAS USA SUBURBAN
CONTRIBUTING EMPLOYER0
SECURITY LOGISTICS GRP
CONTRIBUTING EMPLOYER0
SECURITY PARTNERS INTL
CONTRIBUTING EMPLOYER0
SERVICE CORP INT SCI
CONTRIBUTING EMPLOYER0
SERVICE MASTER CHGO
CONTRIBUTING EMPLOYER0
SKYTECH ENTERPRISES LTD
CONTRIBUTING EMPLOYER0
SMITH MAINTENANCE CO
CONTRIBUTING EMPLOYER0
SODEXO INC
CONTRIBUTING EMPLOYER0
ST MORITZ SECURITY
CONTRIBUTING EMPLOYER0
TACTICAL SECURITY
CONTRIBUTING EMPLOYER0
TFG NATIONAL HEALTHCARE RESOURCES
CONTRIBUTING EMPLOYER0
THE STONE GROUP
CONTRIBUTING EMPLOYER0
TITAN SEC SERV INC
CONTRIBUTING EMPLOYER0
TOLEDO BUILDING SERVICES
CONTRIBUTING EMPLOYER0
TOTAL FACILITY MAINT INC
CONTRIBUTING EMPLOYER0
TOTAL MAINTENANCE MGMT
CONTRIBUTING EMPLOYER0
TOTAL MAINTENANCE SERVICES LLC
CONTRIBUTING EMPLOYER0
TOTAL SERVICES LLC
CONTRIBUTING EMPLOYER0
TRANSWESTERN
CONTRIBUTING EMPLOYER0
TWIN CLEANING PROF INC
CONTRIBUTING EMPLOYER0
TWIN CLEANING PROF INC AIRPORT
CONTRIBUTING EMPLOYER0
UG2
CONTRIBUTING EMPLOYER0
UNION HEALTH SERVICE
CONTRIBUTING EMPLOYER0
UNITED MAINTENANCE CO
CONTRIBUTING EMPLOYER0
UNITED NETWORK BUREAU
CONTRIBUTING EMPLOYER0
VARGAS GROUP LTD
CONTRIBUTING EMPLOYER0
WE'RE CLEANING
CONTRIBUTING EMPLOYER0
WEST SIDE REALTY L705
CONTRIBUTING EMPLOYER0
WHELAN SECURITY OF IL INC
CONTRIBUTING EMPLOYER0
WRIGLEY FIELD ENTERPRISES
CONTRIBUTING EMPLOYER0
ZENITH FACILITY SERVICES
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART IVFormAndLineReferenceDesc
ExplanationTHE 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 THE HEALTH TRUST ARE LISTED IN PART IV OF SCHEDULE R.ExplanationTxt

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