2018-10-11T14:47:16-05:00 2017-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2017-01-01 236487259 SERVICE EMPLOYEES INTL UNION LOC 32BJ D 36 BUILDING OPERATORS WELFARE TRUST FD SERV 2155683262 1515 MARKET STREET NO 1020 PHILADELPHIA PA 19102 WAYNE MACMANIMAN TRUSTEE 2155683262 2018-10-11 1 LOUIS VERZELLA CPA P00360279 6106689400 2018-09-27 2017 2022-09-23 18:48:47Z WAYNE MACMANIMAN 1515 MARKET STREET NO 1020 PHILADELPHIA PA 19102 80238361 0 X N/A X 1969 PA TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS. 6 6 17 0 0 0 0 0 41379914 44015553 1455256 1508906 87734 10949 42922904 45535408 0 0 41021499 40781131 1273306 1323029 0 0 0 1133625 1011334 43428430 43115494 -505526 2419914 61659385 68098646 283781 256431 61375604 67842215 TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS. 0 0 0 0 0 0 0 0 0 0 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 43 0 17 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOHN J RONGIONE 2155683262 1515 MARKET STREET SUITE 1020 PHILADELPHIA PA 19102 ROBERT MARTIN EMP. TRUSTEE 2.00 X 0 0 0 WAYNE MACMANIMAN UNION TRUSTEE 2.00 X 0 121240 39395 MANNY PASTREICH UNION TRUSTEE 2.00 X 0 134803 44865 GABE MORGAN UNION TRUSTEE 2.00 X 0 135718 44162 TYRONE CHILCOTE EMP. TRUSTEE 2.00 X 0 0 0 JIM STRITE EMP. TRUSTEE 2.00 X 0 0 0 DENISE KITZINGER FINANCIAL MANAGER 40.00 X 106041 66580 29315 JOHN RONGIONE ADMIINSTRATOR 40.00 X 100157 39923 29379 206198 498264 187116 2 0 1 0 KEYSTONE HEALTH PLAN EAST 1901 MARKET STREET PHILADELPHIA PA 19123 CLAIMS ADMINISTRATION 2024847 THE SEGAL COMPANY 333 WEST 34TH STREET 3RD FLR NEW YORK NY 10001 ACTUARY AND CONSULTING 197823 BASYS INC 3700 KOPPERS ST SUITE 400 BALTIMORE MD 21227 COMPUTER CONSULTING AND SERVICES 110343 3 EMPLOYER CONTRIBUTIONS 525100 43583527 43583527 PARTICIPANT CONTRIB 525100 432026 432026 44015553 1508906 1508906 34702953 34702953 0 MISCELLANEOUS INCOME 900099 10949 10949 10949 45535408 44026502 0 1508906 40781131 900416 132769 219046 70798 100329 23800 13300 216969 233357 232832 112081 14389 47076 FEES MANDATED BY ACA 17201 43115494 741902 811470 3041672 3624398 5174365 5471102 51549881 57040111 1151565 1151565 61659385 68098646 84715 158316 199066 98115 283781 256431 X 0 0 0 0 61375604 67842215 61375604 67842215 61659385 68098646 2419914 4046697 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 98115 98115 X 49568805 4046697 4046697 45522108 13300 13300 45535408 43102194 0 43102194 13300 13300 43115494 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 WAYNE MACMANIMAN UNION TRUSTEE 0 121240 0 0 0 0 0 24176 0 15219 0 160635 0 0 MANNY PASTREICH UNION TRUSTEE 0 134803 0 0 0 0 0 26837 0 18028 0 179668 0 0 GABE MORGAN UNION TRUSTEE 0 135718 0 0 0 0 0 27017 0 17145 0 179880 0 0 DENISE KITZINGER FINANCIAL MANAGER 106041 66580 0 0 0 0 7658 4808 10351 6498 124050 77886 0 0 JOHN RONGIONE ADMIINSTRATOR 100157 39923 0 0 0 0 8914 3553 12092 4820 121163 48296 0 0 FORM 990, PART VI, SECTION B, LINE 11B SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S ADMINISTRATOR AND FINANCIAL MANAGER FOR THEIR REVIEW AND PRESENTATION TO THE GOVERNING BODY FOR REVEIW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C SERVICE EMPLOYEES INTL UNION LOC 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND MONITORS ITS CONLFICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATOR MEETS WITH BUDGET COMMITTEE, COMPOSED OF STEVE LOGUE,WAYNE MACMANIMAN AND BOB MARTIN TO DISCUSS THE SALARIES OF EMPLOYEES OF THE FUND. THE ADMINISTRATOR MAKES RECOMMENDATIONS TO THE TRUSTEES BASED ON WAGE INFLATION RATES AND JUDGEMENT AS WELL AS PERFORMANCE OF EMPLOYEES. JOB PERFORMANCE REVIEWS ARE PERFORMED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ROBERT MARTIN - P.O BOX 42608, PHILADELPHIA, PA 19101. MANNY PASTREICH - 1800 MASS AVE NW 7TH FL, WASHINGTON, DC 20036. GABE MORGAN - 209 9TH STREET, 9TH FLR, PITTSBURGH, PA 15222. TYRONE CHILCOTE - 30 SOUTH 17TH STREET - SUITE 1610, PHILADELPHIA, PA 19103. JIM STRITE - 270 ROUTE 46 EAST, ROCKWAY, NJ 07866. FORM 990, PART XII, LINE 2C: SERVICE EMPOLYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. 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