2024-09-25T16:25:45-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 232307011 SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST FUND SERV 2155683262 1515 MARKET STREET 1020 PHILADELPHIA PA 19102 WAYNE MACMANIMAN TRUSTEE 2155683262 2024-09-25 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-09-25 2023 2024-08-08 14:25:15Z WAYNE MACMANIMAN 1515 MARKET STREET 1020 PHILADELPHIA PA 19102 951376 0 X NA X 1984 PA TO PROVIDE LEGAL SERVICES FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 8 4 0 0 0 0 0 0 890643 898854 21378 52522 0 0 912021 951376 0 0 448295 406450 16955 20643 0 0 0 82814 79500 548064 506593 363957 444783 1512362 2044257 14540 14020 1497822 2030237 TO PROVIDE LEGAL SERVICES FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 THE FUND PROVIDES LEGAL SERVICE BENEFITS FOR ELIGIBLE ACTIVE PARTICIPANTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X JOHN J RONGIONE 2155683262 1515 MARKET STREET SUITE 1020 PHILADELPHIA PA 19102 WAYNE MACMANIMAN UNION TRUSTEE 1.00 X 0 148720 35212 GABE MORGAN UNION TRUSTEE 1.00 X 0 175725 35212 DAISY CRUZ UNION TRUSTEE 1.00 X 0 137308 35212 ANTHONY HUGHES EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE DUFFY UNION TRUSTEE 1.00 X 0 161440 35212 DANIEL BRIGHTER EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL MAHER EMPLOYER TRUSTEE 1.00 X 0 0 0 RONAK CHOKSHI EMPLOYER TRUSTEE 1.00 X 0 0 0 0 623193 140848 0 0 1 0 SPEAR WILDERMAN PC 230 SOUTH BROAD STREET SUITE 1400 PHILADELPHIA PA 19102 LEGAL 442122 1 EMPLOYER CONTRIBUTIONS 900099 898854 898854 898854 52522 52522 951376 898854 0 52522 406450 12902 2479 4190 1072 46983 11686 2000 5360 6102 1809 5560 506593 1377 88915 291187 370499 126320 129080 1092718 1455003 760 760 1512362 2044257 12805 11495 1735 2525 14540 14020 X 0 0 0 0 1497822 2030237 1497822 2030237 1512362 2044257 444783 87632 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 2525 2525 X 1037008 87632 87632 949376 2000 2000 951376 504593 0 504593 2000 2000 506593 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, AND 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 GABE MORGAN UNION TRUSTEE 0 175725 0 0 0 0 0 15796 0 19416 0 210937 0 0 MIKE DUFFY UNION TRUSTEE 0 161440 0 0 0 0 0 15796 0 19416 0 196652 0 0 WAYNE MACMANIMAN UNION TRUSTEE 0 148720 0 0 0 0 0 15796 0 19416 0 183932 0 0 DAISY CRUZ UNION TRUSTEE 0 137308 0 0 0 0 0 15796 0 19416 0 172520 0 0 FORM 990, PART VI, SECTION B, LINE 11B SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DISTRICT 36 BOLR LEGAL SVCS TRUST FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT 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 REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATOR MEETS WITH BUDGET COMMITTEE 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, DISTRICT 36 BOLR LEGAL SVCS TRUST FUND'S CONFLICT OF INTEREST WAS ADOPTED AT THE MAY 14, 2009 TRUSTEE MEETING. SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DISTRICT 36 BOLR LEGAL SVCS TRUST FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DISTRICT 36 BOLR LEGAL SVCS TRUST FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT THAT PERFORMS THE AUDIT. SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS WELFARE FUND 1515 MARKET STREET PHILADELPHIA PA 19102 236487259 V.E.B.A. TRUST PA 501(C)(9) 0 SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS PENSION FUND 1515 MARKET STREET PHILADELPHIA PA 19102 236546776 PENSION FUND PA 401(A)/501(A) 0 LOCAL 32BJ DISTRICT 36 25 WEST 18TH ST 4TH FLOOR NEW YORK NY 10011 231916204 LABOR UNION NY 501(C)(5) 0 1100 MARKET STREET LP 1528 WALNUT ST LP 1650 ARCH PARTNER LP 1880 JFK INVESTMENT ASSOCS LPI 220 W RITTENHOUSE COUNCIL 34 SOUTH 11TH STREET LP 8 PENN CENTER A & A MAINTENANCE ABLE ENGINEERING SERV ABM ENGINEERING ABM JANITORIAL ADR NORTH AMERICAN LP AE-SOUTH BROAD ASSOCS LP ALLAN INDUSTRIES AMERICORP AP-RAD VENTURE LP AR BUILDING SERVICES INC ARAMARK ARTHUR JACKSON CO BRAVO BLDG SERV BRI 1866 1515 MARKET LP BROOKS RANGE C & W SERVICES CBRE TECHNICAL SERVICES CCIP STERLING LP (AIMCO) CLEANTECH BLDG COMPANION SERV GROUP CREATIVE MANAGEMENT TECHNOLOGY CROTHALL HEALTHCARE INC CROWN 2 PENN CTR ASSOC LP CROWN BLDG MAINTENANCE CRS FACILITY CSI INTERNATIONAL CUSTOM METAL RESTORATION EASTERN JANITORIAL SERV ELLIOTT LEWIS EMPIRE FACILITY SOLUTIONS ESC FEDERAL FARRELLY BLDG SERV FLUIDICS INC G&E REAL ESTATE MANAGEMENT SER GCA SERVICES GROUP GDI SERV INC HARVARD MAINT INC HARVARD SERVICE GROUP HOLIDAY INN EXPRESS MIDTN INGAGE SECURITY LLC INNOVATIVE FACILITY SERV INTERSTATE BLDG MAINT J3 BUILDING SERVICES LLC JENKINTOWN BLDG SERV JFK COMMUNITY CTR JONES LANG LASALLE LTB LIMITED LP LUSK & ASSOC INC MED TOWER PROPERTIES MEDARTS PROPERTIES INC OLYMPUS SERVICES OSWALD BLDG SERV PA-1601 MARKET STREET LP PARC RITTENHOUSE CONDO PARK TOWNE PLACE PBMCMSI OF PA PHILA OWNERS ASSOC PHILADELPHIA LIBERTY PLACE LP PHILIP MURRAY HOUSE PREFERRED BLDG SERV PREMIER WINDOW CLEANING LLC PROFESSIONAL BLDG SERV PSP MANAGEMENT LP SBM SITE SERVICES SCOTLANDYARD SECURITY SER SHERATON UNIVERSITY CITY SKY-HI BLDG SERV INC SPITFIRE SERVICES GROUP STUART DEAN OF PA TEAM CLEAN TEMCO SER INDUSTRY THE FRANKLIN RESIDENCES TISHMAN SPEYER PROPERTIES LLC TOTAL MAINT MGMT INC TOWER AT OAK HILL TUCS SERV UNITED BUILDING MAINTENANCE CO UNIVERSAL PROTECTION SERVICE L WATTS WINDOW CLEANING BUILDING MAINTENANCE SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS FUNDS COMMON ACCOUNT P 28909 FMV