2025-06-27T16:10:02-05:00 2024-09-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-10-01 362857218 SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST SEIU 3122338800 200 EAST RANDOLPH STREET 1500 CHICAGO IL 60601 GENIE KASTRUP TRUSTEE 3122338800 2025-06-27 1 0 DANIELLE M TYLER P01433924 3123680500 2025-06-27 2023 2025-03-06 01:10:19Z X GENIE KASTRUP 200 EAST RANDOLPH STREET 1500 CHICAGO IL 60601 245995411 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 26 0 0 0 0 0 140842076 142882364 4819790 6531501 899103 758839 146560969 150172704 0 0 131685798 134908769 3053268 3184932 0 0 0 1656279 1866046 136395345 139959747 10165624 10212957 152447558 171655272 237789 697635 152209769 170957637 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 55 0 1 26 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 216200 60835 KENNETH MUNZ TRUSTEE 2.00 40.00 X 0 141240 44791 ROBERT PAWLASZEK TRUSTEE 2.00 40.00 X 0 122572 40871 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 DEAN JOHNSON TRUSTEE - PAST 2.00 0.00 X 0 0 0 KRYSTAL KURINSKY TRUSTEE - PAST 2.00 0.00 X 0 0 0 MARIA PIZARRO FUND ADMINISTRATOR 40.00 0.00 X 220038 0 71264 LAURA HYNES ASST. FUND ADMINISTRATOR - PAST 40.00 0.00 X 140520 0 50125 MICHELLE RAIMONDI OPERATIONS MANAGER 40.00 0.00 X 127826 0 48503 CATHERINE O'BRIEN CONTROLLER - PAST 40.00 0.00 X 100820 0 41017 589204 480012 357406 4 0 1 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 1597320 AMALGATRUST COMPANY INC 30 N LASALLE ST CHICAGO IL 60602 INVESTMENT MANAGER 237964 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS ST 4TH FLOOR BALTIMORE MD 21227 BENEFIT MGMT IT PROVIDER 207713 ASHER GITTLER & D'ALBA LTD 200 W JACKSON BLVD SUITE 720 CHICAGO IL 60606 LAW FIRM 192365 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE WESTCHESTER IL 60154 ACCOUNTING FIRM 149954 6 EMPLOYER CONTRIBUTIONS 900099 139907873 139907873 REIMB. OF SHARED EXPENSES FROM RE 900099 1233729 1233729 TRANSITIONAL REINSURANCE FEE REFU 900099 1173416 1173416 LIQUIDATED DAMAGES 900099 416339 416339 COBRA CONTRIBUTIONS 900099 151007 151007 142882364 5803483 5803483 731232 0 731232 731232 731232 96550725 95822707 728018 728018 728018 OTHER INCOME 900099 27607 27607 27607 150172704 142882364 0 7290340 134908769 299694 1784141 478340 464754 158003 307136 191496 257378 139142 256243 305920 150242 10118 34438 34282 106585 FEES MANDATED BY ACA 63867 STAFF TRAINING AND DEVE 9199 139959747 -102295 -4080178 12256402 17453443 81680 515272 4380615 4216148 198748 164467 140013023 157602268 152447558 171655272 237789 178409 453806 0 65420 237789 697635 X 0 0 0 0 152209769 170957637 152209769 170957637 152447558 171655272 10212957 8534911 0 X X 0 1 X 1 0 60669 60669 3931932 3929545 2387 40879 38867 2012 347135 247736 99399 164467 DUE TO RELATED ORGANIZATIONS 65420 65420 X 157216508 8534911 8534911 148681597 257378 1233729 1491107 150172704 138468640 0 138468640 257378 1233729 1491107 139959747 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. X 0 0 0 GENIE KASTRUP TRUSTEE 0 215000 0 0 0 1200 0 45150 0 15685 0 277035 0 0 KENNETH MUNZ TRUSTEE 0 138600 0 0 0 2640 0 29106 0 15685 0 186031 0 0 ROBERT PAWLASZEK TRUSTEE 0 119932 0 0 0 2640 0 25186 0 15685 0 163443 0 0 MARIA PIZARRO FUND ADMINISTRATOR 220038 0 0 0 0 0 55513 0 15751 0 291302 0 0 0 LAURA HYNES ASST. FUND ADMINISTRATOR - PAST 137020 0 3500 0 0 0 35694 0 14431 0 190645 0 0 0 MICHELLE RAIMONDI OPERATIONS MANAGER 124826 0 3000 0 0 0 32752 0 15751 0 176329 0 0 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, 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 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 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 AGB INVESTIGATIVE CONTRIBUTING EMPLOYER 0 ALLIED JANITORIAL CONTRIBUTING EMPLOYER 0 ALLIED UNIVERSAL SEC CONTRIBUTING EMPLOYER 0 ANCHOR MECHANICAL INC CONTRIBUTING EMPLOYER 0 APACHE CO CONTRIBUTING EMPLOYER 0 ARAMARK 2145 SHERIDAN CONTRIBUTING EMPLOYER 0 ARAMARK BOEING CONTRIBUTING EMPLOYER 0 ARAMARK CPS CONTRIBUTING EMPLOYER 0 ARAMARK GEN BRD PENSION 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 BLACK KNIGHT SECURITY 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 COMPASS GROUP 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 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 DYNAMIC SECURITY 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 FIRST SERVICE RESIDENTIAL CONTRIBUTING EMPLOYER 0 G4S SECURE SOLUTIONS USA CONTRIBUTING EMPLOYER 0 GCA SERVICES GROUP CONTRIBUTING EMPLOYER 0 GDI SERVICES CONTRIBUTING EMPLOYER 0 GLOBETROTTERS INT'L INC CONTRIBUTING EMPLOYER 0 GROUND SUPPORT SERVICES 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 JALMEX INC CONTRIBUTING EMPLOYER 0 JEWISH FED OF METRO CHGO CONTRIBUTING EMPLOYER 0 JWI CONTRIBUTING EMPLOYER 0 KARD DBA DEPENDABLE CONTRIBUTING EMPLOYER 0 KIMCO FACILITY SERVICES CONTRIBUTING EMPLOYER 0 LAB CORP CONTRIBUTING EMPLOYER 0 LINCOLN PROPERTY COMPANY CONTRIBUTING EMPLOYER 0 LINCOLN SECURITY SERVICES LLC CONTRIBUTING EMPLOYER 0 M & J WILKOW LTD 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 MIDWAY BUILDING SERV LTD CONTRIBUTING EMPLOYER 0 MILLENNIAL ENTERPRISES CONTRIBUTING EMPLOYER 0 MILLENNIUM PK LIVING INC CONTRIBUTING EMPLOYER 0 MONTAUK COMPANY CONTRIBUTING EMPLOYER 0 NATIONAL JAN SOLUTIONS CONTRIBUTING EMPLOYER 0 NATIONWIDE JANITORIAL SERVICES INC 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 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 SERVICE MASTER CHGO 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 THE HEALTH TRUST ARE LISTED IN PART IV OF SCHEDULE R.