2023 Form 5500 filing — Service Empolyees International Union Local 32bj, District 36 Building Operators Welfare Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007203312NAL0009175283001) for Service Empolyees International Union Local 32bj, District 36 Building Operators Welfare Trust Fund, reported by Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund under EIN 23-6487259 and plan number 501. It reports 2,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007203312NAL0009175283001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund
- EIN
- 23-6487259
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 2,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,337,359
- Total liabilities (EOY)
- $6,043,110
- Net assets (EOY)
- $108,294,249
- Employer contributions
- $49,300,933
- Participant contributions
- $101,259
- Total income / additions
- $59,803,863
- Benefits paid
- $45,043,262
- Administrative expenses
- $2,929,828
- Total expenses
- $47,973,090
- Net increase / (decrease)
- $11,830,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keystone Health Plan East | NONE | $2,464,144 | $0 |
| Bridgeway Benefit Technologies | NONE | $219,084 | not reported in the loaded dataset |
| The Segal Company | NONE | $204,741 | not reported in the loaded dataset |
| Stevens & Lee Pc | NONE | $155,388 | not reported in the loaded dataset |
| Bluewater Consulting Group Inc | NONE | $144,926 | not reported in the loaded dataset |
| John J Rongione | EMPLOYEE | $137,246 | not reported in the loaded dataset |
| Sarah Millinghausen | EMPLOYEE | $129,326 | not reported in the loaded dataset |
| Mental Health Consultants, Inc. | NONE | $118,802 | not reported in the loaded dataset |
| Maria Grillo | EMPLOYEE | $115,790 | not reported in the loaded dataset |
| Judy O'Meara | EMPLOYEE | $113,701 | not reported in the loaded dataset |
| Linda Mccullough | EMPLOYEE | $112,490 | not reported in the loaded dataset |
| Tyema Johnson | EMPLOYEE | $93,804 | not reported in the loaded dataset |
| Veronica Moore | EMPLOYEE | $91,405 | not reported in the loaded dataset |
| Donna Heston | EMPLOYEE | $88,039 | not reported in the loaded dataset |
| Sonia Rodriquez | EMPLOYEE | $87,991 | not reported in the loaded dataset |
| Erica Harrell | EMPLOYEE | $77,005 | not reported in the loaded dataset |
| Amerihealth Pa Hmo | NONE | $74,542 | not reported in the loaded dataset |
| Local 36 Bolr Pension Plan | RELATED FUND | $73,610 | not reported in the loaded dataset |
| Daniel Brown | EMPLOYEE | $73,317 | not reported in the loaded dataset |
| Joanna Olejniczak | EMPLOYEE | $68,896 | not reported in the loaded dataset |
| Cynthia Leahy | EMPLOYEE | $68,477 | not reported in the loaded dataset |
| Jharna Agarwal | EMPLOYEE | $67,759 | not reported in the loaded dataset |
| Pnc Bank National Association | NONE | $64,876 | $0 |
| Spear Wilderman P.C. | NONE | $58,430 | not reported in the loaded dataset |
| Smith Edwards And Dunlap, Co. | NONE | $51,472 | not reported in the loaded dataset |
| Garson M. Caruso, Md, Mph, Pa. | NONE | $50,200 | not reported in the loaded dataset |
| Delta Dental | NONE | $44,416 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $41,932 | not reported in the loaded dataset |
| Meketa Investments Group | NONE | $33,379 | not reported in the loaded dataset |
| Christopher Hammitt | EMPLOYEE | $30,194 | not reported in the loaded dataset |
| Studio Lustro Inc. | NONE | $28,379 | not reported in the loaded dataset |
| National Vision Administrators LLC | NONE | $18,452 | not reported in the loaded dataset |
| Cvs Caremark | NONE | $18,228 | not reported in the loaded dataset |
| Proforma Industries | NONE | $11,718 | not reported in the loaded dataset |
| Conant Co. | NONE | $8,213 | not reported in the loaded dataset |
| Teligent Solutions Inc. | NONE | $5,630 | not reported in the loaded dataset |