2014-10-10T09:39:21-05:00 2013-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2013-01-01 236487259 SERVICE EMPLOYEES INTL UNION LOC 32BJ DIST 36 BUILDING OPERATORS WELFARE FD SERV 2155683262 42 SOUTH 15TH STREET NO 1500 PHILADELPHIA PA 19102 WAYNE MACMANIMAN TRUSTEE 2155683262 2014-10-10 1 LOUIS VERZELLA CPA P00360279 6106689400 2014-10-06 2013 2015-11-30 17:44:51Z WAYNE MACMANIMAN 42 SOUTH 15TH STREET NO 1500 PHILADELPHIA PA 19102 137659750 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. 5 4 0 0 0 0 0 0 36227520 38803317 1267540 1065401 52143 34935 37547203 39903653 0 0 30017262 34573187 1180958 1158106 0 0 0 852789 910585 32051009 36641878 5496194 3261775 52349413 56801564 190683 108891 52158730 56692673 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 0 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 0 0 0 0 0 0 0 X 5 4 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 42 SOUTH 15TH ST STE 1500 PHILADELPHIA PA 19102 ROBERT I FREEMAN EMP. TRUSTEE 2.00 X 2110 0 0 ROBERT MARTIN EMP. TRUSTEE (P) 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 90025 35708 14462 DENISE KITZINGER FINANCIAL MANAGER 40.00 X 91922 36461 23401 184057 72169 37863 0 0 1 0 KEYSTONE HEALTH PLAN EAST 1901 MARKET STREET PHILADELPHIA PA 19123 CLAIMS ADMINISTRATION 2078679 AON CONSULTING 555 E LANCANSTER AVE RADNOR PA 19087 ACTUARY 136719 2 EMPLOYER CONTRIBUTIONS 525100 38638045 38638045 PARTICIPANT CONTRIB 525100 165272 165272 38803317 1292710 1292710 97528788 97756097 -227309 -227309 -227309 MISCELLANEOUS INCOME 900099 34935 34935 34935 39903653 38576008 0 1327645 34573187 2110 815552 90851 181093 68500 146086 23150 64791 153252 172857 228740 90815 1666 29228 36641878 1751922 407371 3292688 7508467 5055720 4906882 17075 7462 40441008 42161817 1791000 1809565 52349413 56801564 98598 108891 92085 0 190683 108891 X 0 0 0 0 52158730 56692673 52158730 56692673 52349413 56801564 3261775 1272168 0 X X 0 1 X 1 0 0 X 41111030 1272168 1272168 39838862 64791 64791 39903653 36577087 0 36577087 64791 64791 36641878 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 91922 36461 0 0 0 0 6441 2555 10314 4091 108677 43107 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 ROBERT I. FREEMAN - 736 S. DARIEN ST., PHILADELPHIA, PA 19147. ROBERT MARTIN - P.O. BOX 42608, PHILADELPHIA, PA XXX-XX-XXXX. 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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