Service Empolyees International Union Local 32bj, District 36 Building Operators Welfare Trust Fund — Form 5500 plan (Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund)
Plain-English plan 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, Service Empolyees International Union Local 32bj, District 36 Building Operators Welfare Trust Fund is a benefit plan reported by Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund under EIN 23-6487259 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,935 participants and $114,337,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund
- EIN
- 23-6487259
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,935
- End-of-year plan assets
- $114,337,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,935 | H, C | 20241007203312NAL0009175283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,337,359
- Total liabilities (EOY)
- $6,043,110
- Net assets (EOY)
- $108,294,249
- Net assets (BOY)
- $96,463,476
Income & contributions
- Employer contributions
- $49,300,933
- Participant contributions
- $101,259
- Total contributions
- $49,402,192
- Total income / additions
- $59,803,863
Expenses & distributions
- Benefits paid
- $45,043,262
- Administrative expenses
- $2,929,828
- Total expenses
- $47,973,090
- Net increase / (decrease)
- $11,830,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Health Plan East | NONE | $2,464,144 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $219,084 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $204,741 | not reported in the loaded dataset | 2023 |
| Stevens & Lee Pc | NONE | $155,388 | not reported in the loaded dataset | 2023 |
| Bluewater Consulting Group Inc | NONE | $144,926 | not reported in the loaded dataset | 2023 |
| John J Rongione | EMPLOYEE | $137,246 | not reported in the loaded dataset | 2023 |
| Sarah Millinghausen | EMPLOYEE | $129,326 | not reported in the loaded dataset | 2023 |
| Mental Health Consultants, Inc. | NONE | $118,802 | not reported in the loaded dataset | 2023 |
| Maria Grillo | EMPLOYEE | $115,790 | not reported in the loaded dataset | 2023 |
| Judy O'Meara | EMPLOYEE | $113,701 | not reported in the loaded dataset | 2023 |
| Linda Mccullough | EMPLOYEE | $112,490 | not reported in the loaded dataset | 2023 |
| Tyema Johnson | EMPLOYEE | $93,804 | not reported in the loaded dataset | 2023 |
| Veronica Moore | EMPLOYEE | $91,405 | not reported in the loaded dataset | 2023 |
| Donna Heston | EMPLOYEE | $88,039 | not reported in the loaded dataset | 2023 |
| Sonia Rodriquez | EMPLOYEE | $87,991 | not reported in the loaded dataset | 2023 |
| Erica Harrell | EMPLOYEE | $77,005 | not reported in the loaded dataset | 2023 |
| Amerihealth Pa Hmo | NONE | $74,542 | not reported in the loaded dataset | 2023 |
| Local 36 Bolr Pension Plan | RELATED FUND | $73,610 | not reported in the loaded dataset | 2023 |
| Daniel Brown | EMPLOYEE | $73,317 | not reported in the loaded dataset | 2023 |
| Joanna Olejniczak | EMPLOYEE | $68,896 | not reported in the loaded dataset | 2023 |
| Cynthia Leahy | EMPLOYEE | $68,477 | not reported in the loaded dataset | 2023 |
| Jharna Agarwal | EMPLOYEE | $67,759 | not reported in the loaded dataset | 2023 |
| Pnc Bank National Association | NONE | $64,876 | $0 | 2023 |
| Spear Wilderman P.C. | NONE | $58,430 | not reported in the loaded dataset | 2023 |
| Smith Edwards And Dunlap, Co. | NONE | $51,472 | not reported in the loaded dataset | 2023 |
| Garson M. Caruso, Md, Mph, Pa. | NONE | $50,200 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $44,416 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $41,932 | not reported in the loaded dataset | 2023 |
| Meketa Investments Group | NONE | $33,379 | not reported in the loaded dataset | 2023 |
| Christopher Hammitt | EMPLOYEE | $30,194 | not reported in the loaded dataset | 2023 |
| Studio Lustro Inc. | NONE | $28,379 | not reported in the loaded dataset | 2023 |
| National Vision Administrators LLC | NONE | $18,452 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $18,228 | not reported in the loaded dataset | 2023 |
| Proforma Industries | NONE | $11,718 | not reported in the loaded dataset | 2023 |
| Conant Co. | NONE | $8,213 | not reported in the loaded dataset | 2023 |
| Teligent Solutions Inc. | NONE | $5,630 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Keystone Health Plan East — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- The Segal Company — Schedule C compensation
- Stevens & Lee Pc — Schedule C compensation
- Bluewater Consulting Group Inc — Schedule C compensation
- John J Rongione — Schedule C compensation
- Sarah Millinghausen — Schedule C compensation
- Mental Health Consultants, Inc. — Schedule C compensation
- Maria Grillo — Schedule C compensation
- Judy O'Meara — Schedule C compensation
- Linda Mccullough — Schedule C compensation
- Tyema Johnson — Schedule C compensation
- Veronica Moore — Schedule C compensation
- Donna Heston — Schedule C compensation
- Sonia Rodriquez — Schedule C compensation
- Erica Harrell — Schedule C compensation
- Amerihealth Pa Hmo — Schedule C compensation
- Local 36 Bolr Pension Plan — Schedule C compensation
- Daniel Brown — Schedule C compensation
- Joanna Olejniczak — Schedule C compensation
- Cynthia Leahy — Schedule C compensation
- Jharna Agarwal — Schedule C compensation
- Pnc Bank National Association — Schedule C compensation
- Spear Wilderman P.C. — Schedule C compensation
- Smith Edwards And Dunlap, Co. — Schedule C compensation
- Garson M. Caruso, Md, Mph, Pa. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Meketa Investments Group — Schedule C compensation
- Christopher Hammitt — Schedule C compensation
- Studio Lustro Inc. — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Proforma Industries — Schedule C compensation
- Conant Co. — Schedule C compensation
- Teligent Solutions Inc. — Schedule C compensation