2025-03-17T18:49:42-04:00 2024-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-07-01 136841620 BUILDING SERVICE 32BJ LEGAL SERVICES FUND % PETER GOLDBERGER BUIL 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2125392778 2025-03-14 true true RICHARD RUVELSON P00234075 3012726000 2023 2025-03-06 01:10:19Z MANNY PASTREICH 25 WEST 18TH STREET NEW YORK NY 100114676 19727363 false X WWW.32BJFUNDS.ORG X 1984 NY THE FUND PROVIDES LEGAL REPRESENTATION TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FOR COVERED LEGAL MATTERS UNDER COLLECTIVE BARGAINING. 8 0 65 0 0 0 0 0 15187778 9605196 1211477 2100773 176808 92702 16576063 11798671 0 0 5003774 6167170 7490903 7991770 0 0 0 4386414 4742913 16881091 18901853 -305028 -7103182 45447236 39565823 597267 794919 44849969 38770904 THE FUND PROVIDES LEGAL REPRESENTATION TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS FOR COVERED LEGAL MATTERS. ELIGIBILITY FOR BENEFITS DEPENDS UPON THE PARTICULAR COLLECTIVE BARGAINING AGREEMENT OR PARTICIPATION AGREEMENT. false false THE FUND PROVIDES LEGAL REPRESENTATION TO APPROXIMATELY 164,289 ELIGIBLE PARTICIPANTS. false false false false false false false true false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 114 0 true 65 true false false false false false false false false X 8 0 true false false false false true false true true false false true true true true true true true true false X PETER GOLDBERGER 2125392778 25 WEST 18TH STREET NEW YORK NY 10011 X HOWARD ROTHSCHILD EMPLOYER TRUSTEE 1.0 39.0 X 0 913133 120000 ROBERT SCHWARTZ DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 411119 30000 PETER GOLDBERGER EXECUTIVE DIRECTOR 0.41 34.59 X 0 333227 43530 STEVE JENKINS DIRECTOR OF OPERATIONS 0.22 34.78 X 0 284230 41570 ELAINE POMMELLS DIRECTOR, FINANCE & ADM 0.36 34.64 X 0 266856 42497 HARRY WEINBERG DEPUTY EMPLOYER TRUSTEE 1.0 39.0 X 0 274875 23196 MANNY PASTREICH UNION TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 223653 69278 JOHN SANTOS UNION TRUSTEE - SECY./TREAS. 1.0 39.0 X X 0 212433 72218 OLIVIA CUGGY DIRECTOR, LEGAL FUND 35.0 0.0 X 238571 0 39744 ISADORE HUSS DIRECTOR, LITIGATION 35.0 0.0 X 212581 0 38704 SHIRLEY ALDEBOL DEPUTY UNION TRUSTEE 1.0 39.0 X 0 175961 65084 ELIZABETH BAKER UNION TRUSTEE 1.0 39.0 X 0 178799 60790 DENIS JOHNSTON DEPUTY UNION TRUSTEE 1.0 39.0 X 0 173547 65084 LENORE FRIEDLAENDER UNION TRUSTEE 1.0 39.0 X 0 169482 65674 CANDIS TOLLIVER DEPUTY UNION TRUSTEE 1.0 39.0 X 0 176003 58154 CHRISTOPHER RILEY IMMIGRATION SUPERVISING ATTY 35.0 0.0 X 176887 0 37276 KIRK PALMA FAMILY SUPERVISING ATTY 35.0 0.0 X 165065 0 36804 MARIA NARANJO DIRECTOR, MEMBER ENGAGEMENT 35.0 0.0 X 155142 0 36407 HUMBERTO DOMINGUEZ IMMIGRATION ATTORNEY 35.0 0.0 X 153074 0 36324 LARRY ENGELSTEIN UNION TRUSTEE 1.0 39.0 X 0 25340 0 JEFFREY BRODSKY EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 BROOKE JENKINS-LEWIS EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 JOHN C SANTORA EMPLOYER TRUSTEE-THRU 6/25/24 1.0 39.0 X 0 0 0 FRED WARD EMPLOYER TRUSTEE - THRU 7/4/23 1.0 39.0 X 0 0 0 FRED SURACE DEPUTY ER TRUSTEE-EFF 10/11/23 1.0 39.0 X 0 0 0 1101320 3818658 982334 15 false true false HH GRAPHIC PRINTING COMMUNICATIONS 400 GOTHAM PARKWAY CARLSTADT NJ 07072 PRINTING SERVICES 416786 EMBURSE INC 5757 WILSHIRE BLVD 204 LOS ANGELES CA 90036 TRAVEL MANAGEMENT 276920 KIM BAE PC 2160 NORTH CENTRAL ROAD SUITE 303 FORT LEE NJ 07024 LEGAL SERVICES 275581 LAW OFFICE OF JIMMY J SONG LLC 600 SYLVAN AVENUE SUITE 310 ENGLEWOOD CLIFFS NJ 07632 LEGAL SERVICES 247885 MOLINA LEGAL SERVICES LLC PO BOX 8128 JERSEY CITY NJ 07308 LEGAL SERVICES 247381 5 0 EMPLOYERS' CONTRIBUTIONS 900099 9605196 9605196 9605196 1179465 1179465 0 0 0 0 0 8850000 7928692 921308 921308 921308 0 0 0 0 0 0 0 0 0 INTEREST INCOME - EMPLOYERS 900099 92364 92364 LIQUIDATED DAMAGES - EMPLOYERS 900099 338 338 92702 11798671 9697898 2100773 0 0 0 6167170 279239 0 5462745 556487 1135165 558134 0 43499 51987 0 0 29050 89981 0 277964 208559 0 1767553 4034 0 1571 0 0 198986 168566 ADMIN SALARIES & BENEFITS 1126607 COMPLIANCE PUBLICATIONS 533732 BENEFITS COMMUNICATION 129621 COURT PROCESSING FEES 95553 15650 18901853 0 0 1396274 1100205 0 0 987367 908404 0 0 0 0 0 0 0 0 92390 180625 4038676 2646348 1213274 1392328 41757931 35984261 0 0 0 0 0 0 0 0 45447236 39565823 241788 378195 0 0 0 0 0 0 219309 265215 0 0 0 0 0 0 136170 151509 597267 794919 X 0 0 0 0 44849969 38770904 44849969 38770904 45447236 39565823 -7103182 1024117 X false true X true false false true X 1925799 1077902 847897 1093470 971985 121485 1019407 596461 422946 1392328 0 DUE TO AFFILIATES - NET 151509 151509 X 12793738 1024117 1024117 11769621 29050 29050 11798671 18872803 18872803 29050 29050 18901853 PART IV, LINE 2B - ESCROW AND CUSTODIAL ARRANGEMENTS: THE PLAN REQUIRES ELIGIBLE PARTICIPANTS TO DEPOSIT MONEY INTO AN ESCROW ACCOUNT WITH THE FUND PRIOR TO OPENING A CASE FILE. PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize an income tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of June 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax-related interest or penalties for the periods presented in these financial statements. X X X false false false MANNY PASTREICH UNION TRUSTEE/CHAIRMAN 0 219311 0 0 0 4342 0 45876 0 24594 0 294123 0 0 JOHN SANTOS UNION TRUSTEE - SECY./TREAS. 0 199950 0 0 0 12483 0 48816 0 24601 0 285850 0 0 LENORE FRIEDLAENDER UNION TRUSTEE 0 168190 0 0 0 1292 0 42272 0 23402 0 235156 0 0 ELIZABETH BAKER UNION TRUSTEE 0 178121 0 0 0 678 0 37388 0 24762 0 240949 0 0 SHIRLEY ALDEBOL DEPUTY UNION TRUSTEE 0 165325 0 0 0 10636 0 41682 0 24601 0 242244 0 0 DENIS JOHNSTON DEPUTY UNION TRUSTEE 0 165325 0 0 0 8222 0 41682 0 24601 0 239830 0 0 CANDIS TOLLIVER DEPUTY UNION TRUSTEE 0 165325 0 0 0 10678 0 34752 0 24777 0 235532 0 0 HOWARD ROTHSCHILD EMPLOYER TRUSTEE 0 721133 0 192000 0 0 0 96804 0 23196 0 1033133 0 0 ROBERT SCHWARTZ DEPUTY EMPLOYER TRUSTEE 0 321119 0 90000 0 0 0 6804 0 23196 0 441119 0 0 HARRY WEINBERG DEPUTY EMPLOYER TRUSTEE 0 264875 0 10000 0 0 0 0 0 23196 0 298071 0 0 PETER GOLDBERGER EXECUTIVE DIRECTOR 0 312840 0 18187 0 2200 0 20128 0 23402 0 376757 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 0 272143 0 10538 0 1549 0 18168 0 23402 0 325800 0 0 ELAINE POMMELLS DIRECTOR, FINANCE & ADM 0 253676 0 10385 0 2795 0 17535 0 24962 0 309353 0 0 OLIVIA CUGGY DIRECTOR, LEGAL FUND 227781 0 8846 0 1944 0 16342 0 23402 0 278315 0 0 0 ISADORE HUSS DIRECTOR, LITIGATION 200957 0 11624 0 0 0 15302 0 23402 0 251285 0 0 0 CHRISTOPHER RILEY IMMIGRATION SUPERVISING ATTY 163058 0 9654 0 4175 0 13874 0 23402 0 214163 0 0 0 KIRK PALMA FAMILY SUPERVISING ATTY 154507 0 9009 0 1549 0 13402 0 23402 0 201869 0 0 0 MARIA NARANJO DIRECTOR, MEMBER ENGAGEMENT 152065 0 3077 0 0 0 13005 0 23402 0 191549 0 0 0 HUMBERTO DOMINGUEZ IMMIGRATION ATTORNEY 145179 0 7895 0 0 0 12922 0 23402 0 189398 0 0 0 PART I, LINE 3 - METHODS FOR ESTABLISHING COMPENSATION: THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION THAT ALLOCATES A PORTION OF THE EXECUTIVE DIRECTOR'S TIME TO THE FUND AND IS INCLUDED IN ADMIN SALARIES & EXPENSES OF THE FUNCTIONAL EXPENSES. THE RELATED ORGANIZATION USES THE METHODS OF INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY AND APPROVAL BY THE BOARD IN ESTABLISHMENT OF THE EXECUTIVE DIRECTOR'S COMPENSATION. PART VI, SECTION A, LINE 1A - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE BUILDING SERVICE 32BJ LEGAL SERVICES FUND SHALL CONSIST OF TWO TRUSTEES OF THE FUND. THE COMMITTEE IS DELEGATED FULL AUTHORITY TO ACT ON SUCH MATTERS AS IT SHALL DETERMINE TO REQUIRE ACTION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT FOR AMENDMENTS TO THE TRUST AGREEMENT AND ANY MATTERS THAT REQUIRE UNANIMOUS ACTION BY THE BOARD OF TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES MANNY PASTREICH, JOHN SANTOS, SHIRLEY ALDEBOL, ELIZABETH BAKER, DENIS JOHNSTON, AND CANDIS TOLLIVER HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. TRUSTEES HOWARD I. ROTHSCHILD, JEFFREY BRODSKY, BROOKE JENKINS-LEWIS, JOHN C. SANTORA, FRED WARD, FRED SURACE, ROBERT SCHWARTZ, AND HARRY WEINBERG HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. OR CONTRIBUTING EMPLOYERS. PART VI, SECTION A, LINE 7A - APPOINTMENT OF TRUSTEES: IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT THE 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 FUND'S TRUST AGREEMENT PROVIDES THAT THE REALTY ADVISORY BOARD ON LABOR RELATIONS, INC. (RAB) HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. PART VI, SECTION B, LINE 11B - REVIEW OF FORM 990: THE FORM 990 IS REVIEWED BY THE FUND'S ACCOUNTING DEPARTMENT. THE FINAL FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTIONS PROVISIONS, WHICH CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. IN ADDITION, THE FUND HAS AN ESTABLISHED CODE OF ETHICAL CONDUCT POLICY, WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. PART VI, SECTION B, LINES 15A & 15B-TOP MGT OFFICIALS COMPENSATION REVIEW: THE FUND RETAINED AN INDEPENDENT COMPENSATION CONSULTANT THAT CONDUCTED SEARCHES ON A LOCAL AND NATIONAL LEVEL FOR SIMILAR JOBS AND DETERMINED THE REASONABLENESS OF THE FUND'S COMPENSATION BASED ON THE BENEFITS THE FUND PROVIDES AND OTHER INTERNAL FACTORS. THE CONSULTANT ALSO BUILT A SALARY STRUCTURE FOUNDATION FOR THE FUND AND THAT STRUCTURE IS REVIEWED ANNUALLY AND ADJUSTED WHEN APPROPRIATE. IN ADDITION, THE DIRECTOR OF HUMAN RESOURCES SUBSCRIBES TO AN ONLINE COMPENSATION SURVEY THAT IS USED AS A TOOL IN REVIEWING THE FUND'S COMPENSATION FOR COMPARABILITY PURPOSES AGAINST THE CURRENT JOB MARKET. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. BUILDING SERVICE 32BJ PENSION FUND 25 WEST 18TH STREET NEW YORK NY 10011 131879376 PENSION BENEF NY 401(A) N/A NA false THOMAS SHORTMAN TRAINING SCHOLARSHIP AND 25 WEST 18TH STREET NEW YORK NY 10011 237424757 TRAINING FUND NY 501(C)(3) 2 NA false BUILDING SERVICE 32BJ HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 132928869 HEALTH BENEFI NY 501(C)(9) N/A NA false BUILDING SERVICE 32BJ SRSP FUND 25 WEST 18TH STREET NEW YORK NY 10011 133507075 PROFIT SHARE NY 401(K) N/A NA false BOARD OF TRUSTEES BLDG SVCE 32BJ LEGAL 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY N/A N/A NA false SEIU LOCAL 32BJ 25 WEST 18TH STREET NEW YORK NY 10011 130535740 LABOR UNION NY 501(C)(5) N/A NA false REALTY ADVISORY BOARD ON LABOR RELATIONS ONE PENN PLAZA 21ST FL NEW YORK NY 10139 131201745 LABOR & MGMT NY 501(C)(6) N/A NA false 32BJ SCHOOL WORKERS PENSION FUND 25 WEST 18TH STREET NEW YORK NY 10011 131957585 PENSION FUND NY 401(A) N/A NA false ABM JANITORIAL SERVICES INC NA ALLIED UNIVERSAL SECURITY SERVICES NA ARON SECURITY NA C&W SERVICES NA JANITRONICS INC NA NYC SCHOOL SUPPORT SERVICES NA PRITCHARD INDUSTRIES NA RED COATS INC NA SERVICE MANAGEMENT GROUP LLC NA UG2 LLC NA false false false false false false false false false false false false false true true true false true true PART IV - CONTRIBUTING EMPLOYERS: BASED ON THE HIGH VOLUME OF CONTRIBUTING EMPLOYERS TO THE FUND, THE FUND IS DISCLOSING TOP 10 OF EMPLOYER CONTRIBUTIONS TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF ALL OTHER CONTRIBUTORS TO THE FUND.