2013-10-15T08:44:04-05:00 2012-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2012-01-01 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 2155683262 2013-10-14 LOUIS VERZELLA CPA P00360279 6106689400 2013-10-10 2012 2016-02-25 16:41:14Z WAYNE MACMANIMAN 42 SOUTH 15TH STREET NO 1500 PHILADELPHIA PA 19102 89418560 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 36820031 36227520 985779 1267540 24473 52143 37830283 37547203 0 0 33698457 30017262 1235922 1180958 0 0 0 706129 852789 35640508 32051009 2189775 5496194 45623701 52349413 203988 190683 45419713 52158730 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 51 0 0 1 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 2.00 X 8440 0 0 ROBERT MARTIN 2.00 X 0 0 0 WAYNE MACMANIMAN 2.00 X 0 0 0 MANNY PASTREICH 2.00 X 0 0 0 GABE MORGAN 2.00 X 0 0 0 JOHN RONGIONE 40.00 X 88400 36512 14465 DENISE KITZINGER 40.00 X 85602 35356 23327 182442 71868 37792 0 0 0 0 KEYSTONE HEALTH PLAN EAST 1901 MARKET STREET PHILADELPHIA PA 19123 CLAIMS ADMINISTRATION 1843790 CROSS CURRENT CORPORATION 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 CONSULTING 113664 AON CONSULTING 555 E LANCANSTER AVE RADNOR PA 19087 ACTUARY 107150 3 EMPLOYER CONTRIBUTIONS 525100 35941605 35941605 PARTICIPANT CONTRIB 525100 285915 285915 36227520 1198681 1198681 51940216 51871357 68859 68859 68859 MISCELLANEOUS INCOME 900099 49755 49755 ADMIN FEE REIMBURSMENT 900099 2388 2388 52143 37547203 36296379 0 1250824 30017262 8440 823876 96776 187028 64838 84549 22098 66243 115978 150927 264320 119861 28813 32051009 193340 1751922 8217275 3292688 3899006 5055720 17075 31523080 40441008 1791000 1791000 45623701 52349413 173248 98598 30740 92085 203988 190683 X 0 0 0 0 45419713 52158730 45419713 52158730 45623701 52349413 5496194 1242823 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 92085 92085 X 38723783 1242823 1242823 37480960 66243 66243 37547203 31984766 0 31984766 66243 66243 32051009 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC 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. 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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