2017-10-14T06:56:10-05:00 2016-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2016-01-01 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 2017-10-14 1 Louis Verzella CPA P00360279 6106689400 2017-09-13 162.211.205.39 2017-10-14 06:50:02 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 19998950A844A1ED5F18EB360E4E9E4F9906FFA9 2016 2018-03-14 21:41:22Z wayne macmaniman 1515 market STREET No 1020 PHILADELPHIA PA 19102 93012568 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 0 0 0 0 0 0 42434572 41379914 1520875 1455256 28589 87734 43984036 42922904 0 0 38541385 41021499 1297726 1273306 0 0 0 1069431 1133625 40908542 43428430 3075494 -505526 60931177 61659385 513149 283781 60418028 61375604 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 1949 0 0 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 X ROBERT MARTIN EMP. TRUSTEE 2.00 X 0 0 0 WAYNE MACMANIMAN UNION TRUSTEE 2.00 X 0 0 0 MANNY PASTREICH UNION TRUSTEE 2.00 X 0 0 0 gabe morgan uNION TRUSTEE 2.00 X 0 0 0 Tyrone Chilcote EMP. TRUSTEE 2.00 X 0 0 0 Jim Strite eMP. TRUSTEE 2.00 X 0 0 0 JOHN RONGIONE ADMIINSTRATOR 40.00 X 95030 38815 16093 denise kitzinger FINANCIAL MANAGER 40.00 X 113371 46306 27737 208401 85121 43830 1 0 1 0 KEYSTONE HEALTH PLAN EAST 1901 market street philadelphia PA 19123 claims administration 2133976 basys inc 3700 koppers st suite 400 baltimore MD 21227 coMPUTER CONSULTING AND SERVICES 182096 BLUEWATER CONSULTING GROUP 1100 E HECTOR ST STE 315 CONSHOHOCKEN PA 19428 COMPUTER CONSULTING AND SERVICES 129091 3 EMPLOYER CONTRIBUTIONS 525100 41208340 41208340 PARTICIPANT CONTRIB 525100 171574 171574 41379914 1495629 1495629 50049291 50089664 -40373 -40373 -40373 MISCELLANEOUS INCOME 900099 87734 87734 87734 42922904 41339541 0 1583363 41021499 877295 122733 206083 67195 144635 24250 12539 54844 149050 415379 108992 7942 38478 Fees mandated by ACA 177516 43428430 326317 741902 5436330 3041672 4633420 5174365 49383545 51549881 1151565 1151565 60931177 61659385 104721 84715 408428 199066 513149 283781 X 0 0 0 0 60418028 61375604 60418028 61375604 60931177 61659385 -505526 1463102 0 X X 0 1 X 1 0 0 Affordable Care Act reinsurance Fee 160785 DUE TO RELATED PARTY 36513 due to operating account 1768 199066 X 44373467 1463102 1463102 42910365 12539 12539 42922904 43415891 0 43415891 12539 12539 43428430 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 denise kitzinger FINANCIAL MANAGER 113371 46306 0 0 0 0 8311 3395 11382 4649 133064 54350 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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