2014-11-14T10:14:19-06:00 2013-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2013-01-01 131699839 32BJ NORTH HEALTH FUND % DIANA THOMPSON-MARAGH 32BJ 2125392778 25 WEST 18TH STREET Suite NEW YORK NY 10011 KYLE BRAGGWILLIAM SCHUR TRUSTEES 8005513225 2014-11-12 true MARK BUCKBERG P01066025 8005513225 2013 2015-11-30 17:44:51Z X KYLE BRAGGWILLIAM SCHUR 25 WEST 18TH STREET NEW YORK NY 10011 42873480 false X WWW.32BJNORTHFUNDS.COM X 1948 NY ESTABLISHED TO PROVIDE HEALTH & WELFARE BENEFITS TO COVERED MEMBERS OF LOCAL 32BJ, RETIREES, SERVICE EMPLOYEES 32BJ NORTH FUND EMPLOYEES AND ELIGIBLE DEPENDENTS. 4 1 12 0 0 0 0 32693896 35168791 1036226 1028623 154146 148958 33884268 36346372 0 0 31312449 35647837 663649 507108 0 0 0 1131256 2759247 33107354 38914192 776914 -2567820 30145981 26993279 4568691 190496 25577290 26802783 ESTABLISHED TO PROVIDE HEALTH & WELFARE BENEFITS TO COVERED MEMBERS OF LOCAL 32BJ, RETIREES, SERVICE EMPLOYEES 32BJ NORTH FUND EMPLOYEES AND ELIGIBLE DEPENDENTS. false false HEALTH AND WELFARE BENEFITS - THE FUND PROVIDES HEALTH WELFARE BENEFITS TO APPROXIMATELY 3,300 MEMERS. false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 11 0 true 12 false false false false false false false X 4 1 false false false false false true false true true false false true true true true true true false false false X DIANA THOMPSON-MARAGH 2123883031 25 WEST 18TH STREET NEW YORK NY 10011 KYLE BRAGG TRUSTEE/CHAIRMAN 0.5 39.5 X X 0 205443 56125 WILLIAM SCHUR TRUSTEE/SECRETARY 0.5 1.0 X X 0 0 0 RICHARD BERGER TRUSTEE 0.5 39.5 X 0 0 0 JUDITH PADOW TRUSTEE 0.5 39.5 X 0 174080 46673 SUSAN COWELL EXECUTIVE DIRECTOR 1.82 2.92 X 0 0 0 LAZARO GONZALEZ DIRECTOR OF FINANCE 1.81 1.35 X 0 0 0 STUART SANDERS CONTROLLER 20.0 15.0 X 70780 49691 32586 70780 429214 135384 0 false true false CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06002 HEALTH ADMINISTRATOR 1174896 SLEVIN HART PC 1625 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 LEGAL SERVICES 213757 EMPIRE HEALTHCHOICE ASSURANCE INC 15 METRO TECH CENTER SOUTH BROOKLYN NY 11201 HEALTH ADMINISTRATOR 100641 3 0 EMPLOYERS' CONTRIBUTIONS 525100 35137102 35137102 PARTICIPANTS' CONTRIBUTIONS 525100 31689 31689 35168791 555731 555731 0 0 0 0 0 7000000 6527108 472892 472892 472892 0 0 0 INTEREST & ASSESSMENTS - P/R AUDITS 900099 148839 148839 MISCELLANEOUS INCOME 900099 119 119 148958 36346372 35168791 1177581 0 0 0 35647837 70698 0 436410 0 0 0 0 228124 55660 0 0 39575 1445517 0 97068 74637 0 119010 1343 0 15 0 0 18999 18604 ALLOCATED ADMIN SERVICES 462782 ALLOCATED BENEFITS & PR TAX 178167 PCORI EXCISE TAX 6959 RE-ENROLLMENT PROJECT COSTS 3000 9787 38914192 X 0 0 2247886 663660 0 0 1155180 4311074 0 0 0 0 0 0 0 0 0 12569 379979 18999 312269 360980 25781017 19224053 0 0 0 0 0 0 649629 2420943 30145981 26993279 73205 107121 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4495486 83375 4568691 190496 X 0 0 0 0 25577290 26802783 25577290 26802783 30145981 26993279 X -2567820 -585587 4378900 X X false true X true false 379979 18999 360980 360980 DEPOSITS 272404 PHARMACY REFUND RECEIVABLE 250646 DUE FROM AFFILIATES 1897893 2420943 0 DUE TO AFFILIATES 83375 83375 X 35721210 -585587 -585587 36306797 39575 39575 36346372 38874617 38874617 39575 39575 38914192 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the organization and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of December 31, 2013 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. Management believes the Plan is no longer subject to income tax examinations for years prior to 2010. false false false KYLE BRAGG TRUSTEE/CHAIRMAN 0 195435 10008 0 39910 0 16215 0 261568 0 0 JUDITH PADOW TRUSTEE 0 171529 2551 0 30968 0 15705 0 220753 0 0 STUART SANDERS CONTROLLER 70780 49691 12775 9070 6281 4460 89836 63221 0 0 PART V, LINE 2B - FILING OF EMPLOYMENT RETURNS: THE 32BJ NORTH HEALTH FUND IS RELATED TO A GROUP OF JOINTLY ADMINISTERED NOT-FOR-PROFIT ORGANIZATIONS. SINCE THE ORGANIZATIONS CO-EXIST AT THE SAME PREMISES, THEY UTILIZE EACH OTHER'S PERSONNEL. SALARIES, BENEFITS AND PAYROLL TAXES ARE PAID BASED ON A PREDETERMINED ALLOCATION OF PERSONNEL TIME AND EMPLOYMENT RETURNS ARE FILED BY A RELATED ORGANIZATION (32BJ NORTH PENSION FUND). PART VI, SECTION A, LINE 7A - ELECTION OR APPOINTMENT OF BOARD MEMBERS: IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ HAS THE POWER TO APPOINT A SUCCESSOR UNION TRUSTEE FOR THE FUND. IF AN EMPLOYER TRUSTEE VACANCY ARISES, THE ASSOCIATION THAT APPOINTED THE PREDECESSOR TRUSTEE HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE FORM 990 IS REVIEWED BY THE FUND'S ACCOUNTING DEPARTMENT. THE FINAL FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: THE FUND IS SUBJECT TO THE REQUIREMENTS 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 MONITORS AND ENFORECES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS, POLICIES & FINANCIALS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMETNS 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. PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: $4,378,900 - CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED DEDUCTED FROM PRIOR YEAR NET ASSETS. PART XII, LINE 2C - AUDIT OVERSIGHT AND SELECTION PROCESS: THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS. THE INDEPENDENT ACCOUNTANT REPORTS ON THE AUDIT OF THE FINANCIAL STATEMENTS AT THE QUARTERLY MEETINGS OF THE BOARD OF TRUSTEES. 32BJ NORTH PENSION FUND 25 west 18th street new york NY 10011 131819138 PENSION FUND NY 401(A) false 32BJ NORTH LEGAL SERVICES FUND 25 west 18th street new york NY 10011 133122838 LEGAL FUND NY 501(C)(9) false THIRTY TWO BJ NORTH PENSION HOLDING 140 huguenot street new rochelle NY 10801 134040124 PROPERTY MGT DE 501(C)(25) false seiu local 32bj 25 WEST 18TH STREET NEW YORK NY 10011 130535740 labor org NY 501(c)(5) false Bronx Realty Advisors Board inc 850 bronx river road bronx NY 10708 131699461 advisory NY 501(c)(6) false BOILER SERVICE MAINT & REPAIR EMPLOYERS 50 BRAD WAY STE 125 NEW YORK NY 10004 136275137 association NY 501(C)(6) false new york racing association inc concourse village management kraus maintenance inc new york boiler inc false false false false false false false false false false true false false true true true false false true PART II and PART IV - CONTRIBUTING EMPLOYERS: BASED ON THE NUMBEROUS VOLUME OF CONTRIBUTING EMPLOYERS TO THE HEALTH FUND, THE FUND IS DISCLOSING THOSE THAT CONTRIBUTED GREATER THAN 1.5% OF ALL CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND. PER SCHEDULE INSTRUCTIONS, ONLY THE CONTRIBUTING EMPLOYERS NAME IS REQUIRED FOR DISCLOSURE ON THIS RETURN.