Form 990 for tax year 2023
Filed by BUILDING SERVICE 32BJ HEALTH FUND.
Totals
- Total revenue
- $1,795,933,953
- Total expenses
- $1,643,426,374
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,745,905,244
- Investment income
- $37,082,788
- Other revenue
- $12,945,921
- Total assets, end of year
- $2,980,252,468
- Total liabilities, end of year
- $75,545,694
- Net assets or fund balances, end of year
- $2,904,706,774
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYERS' CONTRIBUTIONS
total $1,745,025,096 · related or exempt $1,745,025,096
-
2b · Program service revenue: PARTICIPANTS' CONTRIBUTIONS
total $880,148 · related or exempt $880,148
-
3 · Investment income
total $24,003,395 · excluded $24,003,395
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $6,720,763
-
6c · Rental income or loss
real property $6,720,763 · personal property $0
-
6d · Net rental income or loss
total $6,720,763 · excluded $6,720,763
-
7a · Gross sales of assets other than inventory
securities $374,125,035
-
7b · Less cost or other basis and sales expenses
securities $361,045,642
-
7c · Gain or loss
securities $13,079,393
-
7d · Net gain or loss
total $13,079,393 · excluded $13,079,393
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: INTEREST INCOME - EMPLOYERS
total $6,188,900 · excluded $6,188,900
-
11b · Other revenue: LIQUIDATED DAMAGES - EMPLOYERS
total $32,970 · excluded $32,970
-
11c · Other revenue: OTHER INCOME
total $3,288 · excluded $3,288
-
11e · Other revenue, total
$6,225,158
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $1,520,380,746
-
5 · Compensation of officers, directors and key employees
total $1,330,551
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $26,159,631
-
8 · Pension plan contributions
total $3,900,117
-
9 · Other employee benefits
total $3,983,356
-
10 · Payroll taxes
total $2,254,249
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $2,101,229
-
11c · Fees: accounting
total $2,841,582
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,733,634
-
11g · Fees: other
total $57,060,411
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,545,865
-
14 · Information technology
total $2,268,150
-
15 · Royalties
total $0
-
16 · Occupancy
total $6,792,758
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $156,446
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $7,538,255
-
23 · Insurance
total $516,290
-
24a · Other expenses: AFFORDABLE CARE ACT FEES
total $496,592
-
24b · Other expenses: BENEFIT COMMUNICATIONS
total $784,591
-
24c · Other expenses: COMPLIANCE PUBLICATIONS
total $1,581,921
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $141,137,493 · end of year $109,435,448
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $175,507,711 · end of year $186,150,317
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $7,866,998 · end of year $7,990,042
-
10a · Land, buildings and equipment: cost or other basis
$220,164,695
-
10b · Land, buildings and equipment: accumulated depreciation
$65,838,832
-
10c · Land, buildings and equipment, net
beginning of year $146,114,785 · end of year $154,325,863
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $592,841,849
-
12 · Investments: other securities
beginning of year $2,108,657,728 · end of year $1,876,105,056
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $25,608,573 · end of year $53,403,893
-
17 · Accounts payable and accrued expenses
beginning of year $37,651,191 · end of year $74,563,797
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $981,897
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,567,242,097 · end of year $2,904,706,774
Mission and programs · 2023
Mission
SEE SCHEDULE O
Activities or mission (Part I)
To provide health, death, life insurance, accidental death & dismemberment and long-term disability benefits to its eligible participants & dependents under collective bargaining.
-
The plan provides various health benefits to approximately 129,391 eligible participants.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
HOWARD I ROTHSCHILD
EMPLOYER TRUSTEE
- Total calculated
- $1,033,133
- From this org
- $0
- From related orgs
- $913,133
- Other
- $120,000
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $721,133 related
- Bonus
- $0 + $192,000 related
- Other
- $0
- Deferred
- $0 + $96,804 related
- Nontaxable benefits
- $0 + $23,196 related
- Filer's total
- $0 + $1,033,133 related
-
ROBERT SCHWARTZ
DEPUTY EMPLOYER TRUSTEE
- Total calculated
- $441,119
- From this org
- $0
- From related orgs
- $411,119
- Other
- $30,000
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $321,119 related
- Bonus
- $0 + $90,000 related
- Other
- $0
- Deferred
- $0 + $6,804 related
- Nontaxable benefits
- $0 + $23,196 related
- Filer's total
- $0 + $441,119 related
-
PETER GOLDBERGER
EXECUTIVE DIRECTOR
- Total calculated
- $376,757
- From this org
- $333,227
- From related orgs
- $0
- Other
- $43,530
- Hours/week
- 24.03 + 10.97 related
Schedule J breakdown matched by us
- Base
- $312,840
- Bonus
- $18,187
- Other
- $2,200
- Deferred
- $20,128
- Nontaxable benefits
- $23,402
- Filer's total
- $376,757
-
STEVE JENKINS
DIRECTOR OF OPERATIONS
- Total calculated
- $325,800
- From this org
- $284,230
- From related orgs
- $0
- Other
- $41,570
- Hours/week
- 24.05 + 10.95 related
Schedule J breakdown matched by us
- Base
- $272,143
- Bonus
- $10,538
- Other
- $1,549
- Deferred
- $18,168
- Nontaxable benefits
- $23,402
- Filer's total
- $325,800
-
RANDI FARBER
DIRECTOR, TECH & OPERATIONS
- Total calculated
- $315,874
- From this org
- $274,686
- From related orgs
- $0
- Other
- $41,188
- Hours/week
- 25.97 + 9.03 related
Schedule J breakdown matched by us
- Base
- $258,137
- Bonus
- $15,000
- Other
- $1,549
- Deferred
- $17,786
- Nontaxable benefits
- $23,402
- Filer's total
- $315,874
-
ELAINE POMMELLS
DIR. OF FINANCE & ADMIN
- Total calculated
- $309,353
- From this org
- $266,856
- From related orgs
- $0
- Other
- $42,497
- Hours/week
- 24.75 + 10.25 related
Schedule J breakdown matched by us
- Base
- $253,676
- Bonus
- $10,385
- Other
- $2,795
- Deferred
- $17,535
- Nontaxable benefits
- $24,962
- Filer's total
- $309,353
-
THOMAS ORMSBY
DIR. OF BILLING & EMPLOY. SVCS
- Total calculated
- $304,739
- From this org
- $263,979
- From related orgs
- $0
- Other
- $40,760
- Hours/week
- 28.19 + 6.81 related
Schedule J breakdown matched by us
- Base
- $248,056
- Bonus
- $14,423
- Other
- $1,500
- Deferred
- $17,358
- Nontaxable benefits
- $23,402
- Filer's total
- $304,739
-
CORA OPSAHL
HEALTH FUND, DIRECTOR
- Total calculated
- $299,901
- From this org
- $259,327
- From related orgs
- $0
- Other
- $40,574
- Hours/week
- 33.89 + 1.11 related
Schedule J breakdown matched by us
- Base
- $249,712
- Bonus
- $9,615
- Other
- $0
- Deferred
- $17,172
- Nontaxable benefits
- $23,402
- Filer's total
- $299,901
-
HARRY WEINBERG
DEPUTY EMPLOYER TRUSTEE
- Total calculated
- $298,071
- From this org
- $0
- From related orgs
- $274,875
- Other
- $23,196
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $264,875 related
- Bonus
- $0 + $10,000 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $23,196 related
- Filer's total
- $0 + $298,071 related
-
EMMANUEL PASTREICH
UNION TRUSTEE - CHAIRMAN
- Total calculated
- $292,931
- From this org
- $0
- From related orgs
- $223,653
- Other
- $69,278
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $219,311 related
- Bonus
- $0
- Other
- $0 + $4,342 related
- Deferred
- $0 + $45,876 related
- Nontaxable benefits
- $0 + $24,594 related
- Filer's total
- $0 + $294,123 related
-
FARNAZ TAMARI
DIRECTOR, DENTAL CENTER
- Total calculated
- $292,848
- From this org
- $249,496
- From related orgs
- $0
- Other
- $43,352
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $231,458
- Bonus
- $11,023
- Other
- $7,015
- Deferred
- $16,900
- Nontaxable benefits
- $26,452
- Filer's total
- $292,848
-
RICHARD ROBBINS
DIRECTOR, IT INFRASTRUCTURE
- Total calculated
- $287,290
- From this org
- $247,201
- From related orgs
- $0
- Other
- $40,089
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $242,723
- Bonus
- $4,478
- Other
- $0
- Deferred
- $16,687
- Nontaxable benefits
- $23,402
- Filer's total
- $287,290
-
MALGORZATA GAPINSKA
DIRECOTR, INFO. MANAGEMENT
- Total calculated
- $286,206
- From this org
- $244,159
- From related orgs
- $0
- Other
- $42,047
- Hours/week
- 25.49 + 9.51 related
Schedule J breakdown matched by us
- Base
- $227,304
- Bonus
- $13,435
- Other
- $3,420
- Deferred
- $16,645
- Nontaxable benefits
- $25,402
- Filer's total
- $286,206
-
JOHN SANTOS
UNION TRUSTEE - SECY./TREAS.
- Total calculated
- $284,651
- From this org
- $0
- From related orgs
- $212,433
- Other
- $72,218
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $199,950 related
- Bonus
- $0
- Other
- $0 + $12,483 related
- Deferred
- $0 + $48,816 related
- Nontaxable benefits
- $0 + $24,601 related
- Filer's total
- $0 + $285,850 related
-
ROB HILL
DEPUTY UNION TRUSTEE
- Total calculated
- $259,176
- From this org
- $0
- From related orgs
- $191,433
- Other
- $67,743
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $178,235 related
- Bonus
- $0
- Other
- $0 + $13,198 related
- Deferred
- $0 + $44,341 related
- Nontaxable benefits
- $0 + $24,762 related
- Filer's total
- $0 + $260,536 related
-
KEVIN BROWN
DEPUTY UNION TRUSTEE
- Total calculated
- $241,293
- From this org
- $0
- From related orgs
- $176,209
- Other
- $65,084
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $165,325 related
- Bonus
- $0
- Other
- $0 + $10,884 related
- Deferred
- $0 + $41,682 related
- Nontaxable benefits
- $0 + $24,601 related
- Filer's total
- $0 + $242,492 related
-
SHIRLEY ALDEBOL
UNION TRUSTEE
- Total calculated
- $241,045
- From this org
- $0
- From related orgs
- $175,961
- Other
- $65,084
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $165,325 related
- Bonus
- $0
- Other
- $0 + $10,636 related
- Deferred
- $0 + $41,682 related
- Nontaxable benefits
- $0 + $24,601 related
- Filer's total
- $0 + $242,244 related
-
ELIZABETH BAKER
DEPUTY UNION TRUSTEE
- Total calculated
- $239,589
- From this org
- $0
- From related orgs
- $178,799
- Other
- $60,790
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $178,121 related
- Bonus
- $0
- Other
- $0 + $678 related
- Deferred
- $0 + $37,388 related
- Nontaxable benefits
- $0 + $24,762 related
- Filer's total
- $0 + $240,949 related
-
DENIS JOHNSTON
DEPUTY UNION TRUSTEE
- Total calculated
- $238,631
- From this org
- $0
- From related orgs
- $173,547
- Other
- $65,084
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $165,325 related
- Bonus
- $0
- Other
- $0 + $8,222 related
- Deferred
- $0 + $41,682 related
- Nontaxable benefits
- $0 + $24,601 related
- Filer's total
- $0 + $239,830 related
-
LENORE FRIEDLAENDER
DEPUTY UNION TRUSTEE
- Total calculated
- $235,156
- From this org
- $0
- From related orgs
- $169,482
- Other
- $65,674
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $168,190 related
- Bonus
- $0
- Other
- $0 + $1,292 related
- Deferred
- $0 + $42,272 related
- Nontaxable benefits
- $0 + $23,402 related
- Filer's total
- $0 + $235,156 related
-
LARRY ENGELSTEIN
UNION TRUSTEE
- Total calculated
- $25,340
- From this org
- $0
- From related orgs
- $25,340
- Other
- $0
- Hours/week
- 1 + 39 related
-
BROOKE JENKINS-LEWIS
EMPLOYER TRUSTEE-EFF 10/11/23
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
FRED SURACE
DEPUTY ER TRUSTEE-EFF 10/11/23
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
JEFFREY BRODSKY
DEPUTY ER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
JOHN C SANTORA
EMPLOYER TRUSTEE-THRU 6/25/24
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
FRED WARD
EMPLOYER TRUSTEE - THRU 7/4/23
- Total calculated
- $0
- Hours/week
- 1 + 39 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Building Service 32BJ Pension Fund
401(A) · Pension Benef · NY
Directly controlled by NA
-
Thomas Shortman Training Scholarship
501(C)(3) · Training Fund · NY
Directly controlled by NA
-
Building Service 32BJ Legal Services
501(C)(9) · Legal Service · NY
Directly controlled by NA
-
Building Service 32BJ SRSP Fund
401(K) · profit share · NY
Directly controlled by NA
-
BOARD OF TRUSTEES BLDG SVC 32BJ HEALTH
N/A · PLAN SPONSOR · NY
Directly controlled by NA
-
501(C)(3) · HEALTHCARE · NY · controlled entity
Directly controlled by 32BJ HLTH FD
-
501(C)(5) · LABOR UNION · NY
Directly controlled by NA
-
NYC SCHOOL SUPPORT SERVICES INC
501(C)(3) · CONTRIB ER · NY
Directly controlled by NA
-
REALTY ADVISORY BOARD ON LABOR RELATIONS
501(C)(6) · LABOR & MGMT · NY
Directly controlled by NA
-
SCHOOL DISTRICT OF PHILADELPHIA
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ABM JANITORIAL SERVICES INC
Directly controlled by NA
-
ALLIED UNIVERSAL SECURITY SERVICES
Directly controlled by NA
-
C&W Facility Services Inc
Directly controlled by NA
-
COLLINS BUILDING SERVICES INC
Directly controlled by NA
-
GUARDIAN SERVICES INDUSTRIES INC
Directly controlled by NA
-
HARVARD MAINTENANCE
Directly controlled by NA
-
PRITCHARD INDUSTRIES INC
Directly controlled by NA
-
SECURITAS SECURITY SERVICES USA INC
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510879349301111
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.