2011-10-14T10:06:28-05:00 2010-12-31 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2010-01-01 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 2011-10-13 LOUIS VERZELLA CPA 6106689400 2011-10-13 2010 2016-03-07 17:11:31Z WAYNE MACMANIMAN 42 SOUTH 15TH STREET NO 1500 PHILADELPHIA PA 19102 83986618 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. 7 5 0 0 0 0 0 0 42182839 42767463 454611 763843 25990 5413 42663440 43536719 0 0 34884434 33167214 1023436 1109345 0 0 0 580631 581179 36488501 34857738 6174939 8678981 38025406 43343401 4449606 65838 33575800 43277563 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 1 0 0 0 1 0 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 0 1 61 0 0 0 0 0 0 0 0 X 7 5 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 SARA WADE 2.00 X 0 0 0 ROBERT MARTIN 2.00 X 0 0 0 WAYNE MACMANIMAN 2.00 X 0 0 0 VALERIE TINSLEY 2.00 X 0 0 0 MANNY PASTREICH 2.00 X 0 0 0 JOHN RONGIONE 40.00 X 80801 38199 13988 DENISE KITZINGER 40.00 X 86925 41094 21968 176166 79293 35956 0 0 0 0 KEYSTONE HEALTH PLAN EAST 1901 MARKET STREET PHILADELPHIA PA 19123 CLAIMS ADMINISTRATION 1746424 ACTIVE HEALTH MANAGEMENT 102 MADISON AVENUE NEW YORK NY 10016 DISEASE MANAGMENT SERVICES 108767 2 EMPLOYER CONTRIBUTIONS 525100 42460963 42460963 PARTICIPANT CONTRIB 525100 306500 306500 42767463 708266 708266 40505476 40449899 55577 55577 55577 ADMIN FEE REIMBURSMENT 900099 4776 4776 MISCELLANEOUS INCOME 900099 637 637 5413 43536719 42767463 0 769256 33167214 8440 777141 83445 176473 63846 76693 22393 48358 63500 164392 87617 105451 12775 34857738 191759 148492 19728079 7586064 4619025 4627759 47983 11647560 29190086 1791000 1791000 38025406 43343401 134994 45218 4314612 20620 4449606 65838 X 0 0 0 0 33575800 43277563 33575800 43277563 38025406 43343401 X 8678981 1022782 X X 0 1 1 X 0 0 DUE TO OPERATING ACCOUNT 20620 20620 43536719 34857738 8678981 1022782 1022782 9701763 44511143 1022782 1022782 43488361 48358 48358 43536719 34809380 0 34809380 48358 48358 34857738 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 THE BUDGET COMMITTEE, COMPOSED OF STEVE LOGUE,WAYNE MACMANIMAN AND BOB MARTIN TO VERBALLY DISCUSS THE SALARY OF THE ADMINISTRATOR. 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. SARA WADE - 1831 ADDISON STREET, PHILADELPHIA, PA 19146. ROBERT MARTIN - P.O. BOX 42608, PHILADELPHIA, PA XXX-XX-XXXX. VALERIE TINSLEY - 101 AVENUE OF THE AMERICAS, NEW YORK, NY 10013. MANNY PASTREICH - 1800 MASS AVE NW 7TH FL, WASHINGTON, DC 20036. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,022,782. 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. SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST F 42 SOUTH 15TH STREET PHILADELPHIA PA 19102 232307011 LEGAL SERVICES PLAN PA 501(C)(9) 0 SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS PENSION FUND 42 SOUTH 15TH STREET PHILADELPHIA PA 19102 236546776 PENSION PLAN PA 401(A)/501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 SEIU LOCAL 32BJ DISTRICT 36 BUIDING OPERATOR PENSION FD M 65006 FMV