SERVICE EMPLOYEES 32BJ NORTH HEALTH FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMPLOYEES 32BJ NORTH HEALTH FUND (EIN 13-1699839)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-12-05
IRS object ID
201233409349300313
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-12-05T14:13:58-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN135381590EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUE 9TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN131699839EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SERVICE EMPLOYEES 32BJ NORTH HEALTH BENEFIT FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSERVNameControl
Phone9146377000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 HUGUENOT STREETAddressLine1
CityNEW ROCHELLECity
StateNYState
ZIP Code10801ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKYLE BRAGGWILLIAM SCHURName
TitleUNION TRUSTEE/EMPLOYER TRUSTEETitle
Phone9146377000Phone
Date Signed2012-12-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameI PETER DIMSUYUName
PTINP00321193PTIN
Phone2128858000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKYLE BRAGGWILLIAM SCHURNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1140 HUGUENOT STREETAddressLine1
CityNEW ROCHELLECity
StateNYState
ZIP Code10801ZIPCode
FieldValueIRS element (for citing)
Gross Receipts34557425GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.32BJNORTHFUNDS.COMWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1948YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionESTABLISHED TO PROVIDE HEALTH & WELFARE BENEFITS TO COVERED MEMBERS OF LOCAL 32BJ, RETIREES, SERVICE EMPLOYEES 32BJ NORTH BENEFIT FUND EMPLOYEES AND ELIGIBLE DEPENDENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year31736975ProgramServiceRevenuePriorYear
Program Service Revenue CY31619762ProgramServiceRevenueCY
Investment Income Prior Year677259InvestmentIncomePriorYear
Investment Income Current Year735606InvestmentIncomeCurrentYear
Other Revenue Prior Year1724OtherRevenuePriorYear
Other Revenue Current Year141287OtherRevenueCurrentYear
Total Revenue Prior Year32415958TotalRevenuePriorYear
Total Revenue Current Year32496655TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year28799653BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY30373175BenefitsPaidToMembersCY
Salaries Etc Prior Year759225SalariesEtcPriorYear
Salaries Etc Current Year758451SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1157524OtherExpensePriorYear
Other Expenses Current Year1150687OtherExpensesCurrentYear
Total Expenses Prior Year30716402TotalExpensesPriorYear
Total Expenses Current Year32282313TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1699556RevenuesLessExpensesPriorYear
Revenues Less Expenses CY214342RevenuesLessExpensesCY
Total Assets BOY28393936TotalAssetsBOY
Total Assets EOY28910455TotalAssetsEOY
Total Liabilities BOY4837491TotalLiabilitiesBOY
Total Liabilities EOY4618052TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY23556445NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY24292403NetAssetsOrFundBalancesEOY
Mission DescriptionESTABLISHED TO PROVIDE HEALTH & WELFARE BENEFITS TO COVERED MEMBERS OF LOCAL 32BJ, RETIREES, SERVICE EMPLOYEES 32BJ NORTH BENEFIT FUND EMPLOYEES AND ELIGIBLE DEPENDENTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionHEALTH AND WELFARE BENEFITS - THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 3,338 MEMBERS.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1STUART B SANDERS CONTROLLERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2123883559TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10011ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
KYLE BRAGG
TRUSTEE1.00XX000
WILLIAM SCHUR
TRUSTEE1.00XX000
JUDITH I PADOW
TRUSTEE1.00X000
RICHARD W BERGER
TRUSTEE1.00X000
STUART SANDERS
CONTROLLER19.00687435809638116X
FieldValueIRS element (for citing)
Total Reportable Comp From Org68743TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs58096TotalReportableCompFrmRltdOrgs
Total Other Compensation38116TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
EMPIRE HEALTHCHOICE ASSURANCE INC
15 METRO TECH CENTER SOUTHBROOKLYNNY11201HEALTH ADMINISTRATOR1087764
THE SEGAL COMPANY
333 WEST 34TH STREETNEW YORKNY100012402ACTUARIAL120029
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYERS CONTRIBUTION9000993158662231586622
PARTICIPANTS CONTRIB.9000993314033140
FieldValueIRS element (for citing)
Total Program Service Revenue31619762TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column796376TotalRevenueColumn
Exclusion$796,376ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2000000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2060770Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-60770Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-60770TotalRevenueColumn
Exclusion-$60,770ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
INTEREST & ASSESS - P/900099140732$140,732
MISCELLANEOUS INCOME900099555$555
FieldValueIRS element (for citing)
Total Other Revenue141287TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column32496655TotalRevenueColumn
Related Or Exempt Function Income31619762RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$876,893ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total30373175Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total540032Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total80311Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total138108Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total113833Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total56831Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total33531Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total111062Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total77166Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total106947Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4557Total

Insurance Insurance

FieldValueIRS element (for citing)
Total17795Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
ALLOCATED ADMINISTRATIV479033
ACTUARY FEES120029
COMMUNICATIONS11198
CONSULTING9600

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total9105Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total32282313Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2555449BOY
EOY1577541EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2249176BOY
EOY1919914EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis253591LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY177653BOY
EOY253591EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY22969608BOY
EOY24226818EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY442050BOY
EOY932591EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY28393936BOY
EOY28910455EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY192749BOY
EOY200352EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY4644742BOY
EOY4417700EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4837491BOY
EOY4618052EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY23556445BOY
EOY24292403EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY23556445BOY
EOY24292403EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY28393936BOY
EOY28910455EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses214342ReconcilationRevenueExpenses
Reconcilation Other Changes521616ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis253591OtherCostOrOtherBasis
Book Value253591BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings253591TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
CLAIMS PAYABLE$1,907,640
DUE TO AFFILIATES$178,500
CLAIMS INCURRED BUT NOT REPORTED$2,331,560
FieldValueIRS element (for citing)
Total Of Amounts4417700TotalOfAmounts
Total Revenue32496655TotalRevenue
Total Expenses32282313TotalExpenses
Excess Or Deficit For Year214342ExcessOrDeficitForYear
Net Unrealized GL On Investments521616NetUnrealizedGLOnInvestments
Total Adjustments521616TotalAdjustments
Excess Or Deficit Per FS735958ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt32984740TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments521616NetUnrealizedGainsInvestments
Revenue Not Rptd F990521616RevenueNotRptdF990
Revenue Subtotal32463124RevenueSubtotal
Investment Expenses Not Included33531InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt33531RevenueNotRptdOnFinStmt
Total Revenue Per Form99032496655TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt32266782TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal32266782ExpensesSubtotal
Investment Expenses Not Included233531InvestmentExpensesNotIncluded2
Other Expenses Not Included-18000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt15531ExpensesNotRptdOnFinStmt
Total Expenses Per Form99032282313TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL, STATE AND/OR LOCAL TAXING AUTHORITIES. THE ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT CLAIMS PAYABLE

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 7AIF 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.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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, CONSTITUTE THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
FORM 990, PART VI, SECTION C, LINE 19THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS 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.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 521,616.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 2CTHE BOARD OF TRUSTEES IS 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 QUATERLY MEETINGS OF THE BOARD OF TRUSTEES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
SERVICE EMPLOYEES 32BJ NORTH PENSION FUND
140 HUGUENOT STREETNEW ROCHELLENY10801131819138PROVIDE PENSION BENEFITS TO MEMBERSNY501(A)0
SERVICE EMPLOYEES 32BJ NORTH LEGAL SERVICES FUND
140 HUGUENOT STREETNEW ROCHELLENY10801133122838PROVIDE LEGAL SERVICES TO MEMBERSNY501(C)(9)0
THIRTY TWO BJ NORTH PENSION HOLDING CORP
140 HUGUENOT STREETNEW ROCHELLENY10801134040124PROPERTY MANAGEMENTNY501(C)(25)0
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ
25 WEST 18TH STREETNEW YORKNY10011130535740LABOR UNIONNY501(C)(5)0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
SERVICE EMPLOYEES 32BJ NORTH PENSION FUND
M133579FAIR MARKET VALUE
SERVICE EMPLOYEES 32BJ NORTH PENSION FUND
N138108FAIR MARKET VALUE
SERVICE EMPLOYEES 32BJ NORTH PENSION FUND
O182722FAIR MARKET VALUE

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