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← SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST

Form 990 for tax year 2023

Filed by SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST.

Totals

Total revenue
$150,172,704
Total expenses
$139,959,747
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$142,882,364
Investment income
$6,531,501
Other revenue
$758,839
Total assets, end of year
$171,655,272
Total liabilities, end of year
$697,635
Net assets or fund balances, end of year
$170,957,637
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: EMPLOYER CONTRIBUTIONS

    total $139,907,873 · related or exempt $139,907,873

  • 2b · Program service revenue: REIMB. OF SHARED EXPENSES FROM RE

    total $1,233,729 · related or exempt $1,233,729

  • 2c · Program service revenue: TRANSITIONAL REINSURANCE FEE REFU

    total $1,173,416 · related or exempt $1,173,416

  • 2d · Program service revenue: LIQUIDATED DAMAGES

    total $416,339 · related or exempt $416,339

  • 2e · Program service revenue: COBRA CONTRIBUTIONS

    total $151,007 · related or exempt $151,007

  • 3 · Investment income

    total $5,803,483 · excluded $5,803,483

  • 6a · Gross rents

    real property $731,232

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $731,232

  • 6d · Net rental income or loss

    total $731,232 · excluded $731,232

  • 7a · Gross sales of assets other than inventory

    securities $96,550,725

  • 7b · Less cost or other basis and sales expenses

    securities $95,822,707

  • 7c · Gain or loss

    securities $728,018

  • 7d · Net gain or loss

    total $728,018 · excluded $728,018

  • 11a · Other revenue: OTHER INCOME

    total $27,607 · excluded $27,607

  • 11e · Other revenue, total

    $27,607

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $134,908,769

  • 5 · Compensation of officers, directors and key employees

    total $299,694

  • 7 · Other salaries and wages

    total $1,784,141

  • 8 · Pension plan contributions

    total $478,340

  • 9 · Other employee benefits

    total $464,754

  • 10 · Payroll taxes

    total $158,003

  • 11b · Fees: legal

    total $307,136

  • 11c · Fees: accounting

    total $191,496

  • 11f · Fees: investment management

    total $257,378

  • 11g · Fees: other

    total $139,142

  • 13 · Office expenses

    total $256,243

  • 14 · Information technology

    total $305,920

  • 16 · Occupancy

    total $150,242

  • 17 · Travel

    total $10,118

  • 19 · Conferences, conventions and meetings

    total $34,438

  • 22 · Depreciation, depletion and amortization

    total $34,282

  • 23 · Insurance

    total $106,585

  • 24a · Other expenses: FEES MANDATED BY ACA

    total $63,867

  • 24b · Other expenses: STAFF TRAINING AND DEVE

    total $9,199

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$102,295 · end of year -$4,080,178

  • 4 · Accounts receivable

    beginning of year $12,256,402 · end of year $17,453,443

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,680 · end of year $515,272

  • 10a · Land, buildings and equipment: cost or other basis

    $4,380,615

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,216,148

  • 10c · Land, buildings and equipment, net

    beginning of year $198,748 · end of year $164,467

  • 11 · Investments: publicly traded securities

    beginning of year $140,013,023 · end of year $157,602,268

  • 17 · Accounts payable and accrued expenses

    beginning of year $237,789 · end of year $178,409

  • 19 · Deferred revenue

    end of year $453,806

  • 25 · Other liabilities

    beginning of year $0 · end of year $65,420

  • 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 $152,209,769 · end of year $170,957,637

Mission and programs · 2023

Mission

TO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS THAT ARE COVERED BY COLLECTIVE-BARGAINING AGREEMENTS WITH SEIU LOCAL 1 OR OTHER WRITTEN AGREEMENTS WITH THE PLAN'S BOARD OF TRUSTEES.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE BENEFITS TO COVERED MEMBERS OF SEIU LOCAL 1 AND THEIR ELIGIBLE DEPENDENTS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT.

  • TO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Genie Kastrup

    TRUSTEE

    Total calculated
    $277,035
    From this org
    $0
    From related orgs
    $216,200
    Other
    $60,835
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,000 related
    Bonus
    $0
    Other
    $0 + $1,200 related
    Deferred
    $0 + $45,150 related
    Nontaxable benefits
    $0 + $15,685 related
    Filer's total
    $0 + $277,035 related

  • Kenneth Munz

    TRUSTEE

    Total calculated
    $186,031
    From this org
    $0
    From related orgs
    $141,240
    Other
    $44,791
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,600 related
    Bonus
    $0
    Other
    $0 + $2,640 related
    Deferred
    $0 + $29,106 related
    Nontaxable benefits
    $0 + $15,685 related
    Filer's total
    $0 + $186,031 related

  • Robert Pawlaszek

    TRUSTEE

    Total calculated
    $163,443
    From this org
    $0
    From related orgs
    $122,572
    Other
    $40,871
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $119,932 related
    Bonus
    $0
    Other
    $0 + $2,640 related
    Deferred
    $0 + $25,186 related
    Nontaxable benefits
    $0 + $15,685 related
    Filer's total
    $0 + $163,443 related

  • Robert Quast

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tim Conway

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David Hopwood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dean Johnson

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    2

  • Krystal Kurinsky

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    2

  • Maria Pizarro

    FUND ADMINISTRATOR

    Total calculated
    $291,302
    From this org
    $220,038
    From related orgs
    $0
    Other
    $71,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,038
    Bonus
    $0
    Other
    $0
    Deferred
    $55,513
    Nontaxable benefits
    $15,751
    Filer's total
    $291,302

  • Laura Hynes

    ASST. FUND ADMINISTRATOR - PAST

    Total calculated
    $190,645
    From this org
    $140,520
    From related orgs
    $0
    Other
    $50,125
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,020
    Bonus
    $3,500
    Other
    $0
    Deferred
    $35,694
    Nontaxable benefits
    $14,431
    Filer's total
    $190,645

  • Michelle Raimondi

    OPERATIONS MANAGER

    Total calculated
    $176,329
    From this org
    $127,826
    From related orgs
    $0
    Other
    $48,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,826
    Bonus
    $3,000
    Other
    $0
    Deferred
    $32,752
    Nontaxable benefits
    $15,751
    Filer's total
    $176,329

  • Catherine O'Brien

    CONTROLLER - PAST

    Total calculated
    $141,837
    From this org
    $100,820
    From related orgs
    $0
    Other
    $41,017
    Hours/week
    40

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 · 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.

  • SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUST

    401(A) · PROVIDE RETIREMENT AND DEATH BENEFITS · IL

  • SERVICE EMPLOYEES' LOCAL NO 1

    501(C)(5) · LABOR UNION /CONTRIBUTING EMPLOYER · IL

  • INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150

    CONTRIBUTING EMPLOYER

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.

  • 1000 W WASHINGTON CONDO

    CONTRIBUTING EMPLOYER

  • 1440 N LAKE SHORE BL

    CONTRIBUTING EMPLOYER

  • 600 N FAIRBANKS CONDO ASS

    CONTRIBUTING EMPLOYER

  • 71 E DIVISION BLDG

    CONTRIBUTING EMPLOYER

  • A & A MAINTENANCE

    CONTRIBUTING EMPLOYER

  • A & R JANITORIAL SRVCS

    CONTRIBUTING EMPLOYER

  • ABLE BUILDING MAINTENANCE

    CONTRIBUTING EMPLOYER

  • ABM AVIATION

    CONTRIBUTING EMPLOYER

  • ABM JAN SERV INDIANA

    CONTRIBUTING EMPLOYER

  • ABM JANITORIAL SERVICES

    CONTRIBUTING EMPLOYER

  • ADMIRAL SECURITY SERV

    CONTRIBUTING EMPLOYER

  • AGB INVESTIGATIVE

    CONTRIBUTING EMPLOYER

  • ALLIED JANITORIAL

    CONTRIBUTING EMPLOYER

  • ALLIED UNIVERSAL SEC

    CONTRIBUTING EMPLOYER

  • ANCHOR MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • APACHE CO

    CONTRIBUTING EMPLOYER

  • ARAMARK 2145 SHERIDAN

    CONTRIBUTING EMPLOYER

  • ARAMARK BOEING

    CONTRIBUTING EMPLOYER

  • ARAMARK CPS

    CONTRIBUTING EMPLOYER

  • ARAMARK GEN BRD PENSION

    CONTRIBUTING EMPLOYER

  • ARAMARK INDIAN PR

    CONTRIBUTING EMPLOYER

  • ARAMARK MCCORMICK

    CONTRIBUTING EMPLOYER

  • ARAMARK NU

    CONTRIBUTING EMPLOYER

  • ATALIAN US MIDWEST LLC

    CONTRIBUTING EMPLOYER

  • B & C SERVICES OF IL

    CONTRIBUTING EMPLOYER

  • BERGER REALTY GROUP

    CONTRIBUTING EMPLOYER

  • BH BUILDING SERVICES LLC

    CONTRIBUTING EMPLOYER

  • BLACK KNIGHT SECURITY

    CONTRIBUTING EMPLOYER

  • BMS OF CHICAGO LLC

    CONTRIBUTING EMPLOYER

  • BONA FIDE CONGLOMERATE INC

    CONTRIBUTING EMPLOYER

  • BOYE JANITORIAL SERVICES

    CONTRIBUTING EMPLOYER

  • BUILDING GROUP

    CONTRIBUTING EMPLOYER

  • C&W SERVICES

    CONTRIBUTING EMPLOYER

  • CEDAR PARK CEMETERY

    CONTRIBUTING EMPLOYER

  • CHICAGO FIVE-O

    CONTRIBUTING EMPLOYER

  • CHICAGO HILTON & TOWERS

    CONTRIBUTING EMPLOYER

  • CHICAGO MANAGEMENT PERSON

    CONTRIBUTING EMPLOYER

  • CITY COLLEGES OF CHICAGO

    CONTRIBUTING EMPLOYER

  • CITY WIDE JANI INC

    CONTRIBUTING EMPLOYER

  • CLORICA MANAGEMENT CORP

    CONTRIBUTING EMPLOYER

  • COMPASS GROUP

    CONTRIBUTING EMPLOYER

  • CONGREGATION RODFEI ZEDEK

    CONTRIBUTING EMPLOYER

  • COURTHOUSE DEVELOPMENT

    CONTRIBUTING EMPLOYER

  • CRESCENT CLEANING CO

    CONTRIBUTING EMPLOYER

  • CTU FOUNDATION

    CONTRIBUTING EMPLOYER

  • CUSHMAN & WAKEFIELD

    CONTRIBUTING EMPLOYER

  • CWS MTCE CO

    CONTRIBUTING EMPLOYER

  • DANMARK SECURITY LLC

    CONTRIBUTING EMPLOYER

  • DE PAUL UNIVERSITY

    CONTRIBUTING EMPLOYER

  • DIGBY'S DET & SEC AGENCY

    CONTRIBUTING EMPLOYER

  • DIVERSE FAC SOLUTIONS

    CONTRIBUTING EMPLOYER

  • DRAKE HOTEL

    CONTRIBUTING EMPLOYER

  • DUST EM CLEAN MTCE

    CONTRIBUTING EMPLOYER

  • DYNAMIC SECURITY

    CONTRIBUTING EMPLOYER

  • EBM INC

    CONTRIBUTING EMPLOYER

  • ECO CLEAN MAINTENANCE

    CONTRIBUTING EMPLOYER

  • EML LLC

    CONTRIBUTING EMPLOYER

  • ENVIRONMENTAL SERVICE SYSTEMS

    CONTRIBUTING EMPLOYER

  • ERMC FACILITY SERVICES

    CONTRIBUTING EMPLOYER

  • EUREST SERVICES

    CONTRIBUTING EMPLOYER

  • FACT FINDERS GROUP INC

    CONTRIBUTING EMPLOYER

  • FIELDS JANITORIAL SER INC

    CONTRIBUTING EMPLOYER

  • FIRST SERVICE RESIDENTIAL

    CONTRIBUTING EMPLOYER

  • G4S SECURE SOLUTIONS USA

    CONTRIBUTING EMPLOYER

  • GCA SERVICES GROUP

    CONTRIBUTING EMPLOYER

  • GDI SERVICES

    CONTRIBUTING EMPLOYER

  • GLOBETROTTERS INT'L INC

    CONTRIBUTING EMPLOYER

  • GROUND SUPPORT SERVICES

    CONTRIBUTING EMPLOYER

  • GUARD MANAGEMENT SRVS GRP

    CONTRIBUTING EMPLOYER

  • HARD SURFACE FINISHERS

    CONTRIBUTING EMPLOYER

  • HARVARD MAINTENANCE

    CONTRIBUTING EMPLOYER

  • HARVARD PROTECT

    CONTRIBUTING EMPLOYER

  • INNOVATIVE FACILITY SRVCS

    CONTRIBUTING EMPLOYER

  • INTER CAPITAL REALTY CO

    CONTRIBUTING EMPLOYER

  • INTERCON SECURITY SYSTEMS

    CONTRIBUTING EMPLOYER

  • INTERNATIONAL CLEANING

    CONTRIBUTING EMPLOYER

  • IREP US CORP

    CONTRIBUTING EMPLOYER

  • ISS

    CONTRIBUTING EMPLOYER

  • ISS FACILITY SERVICES

    CONTRIBUTING EMPLOYER

  • JALMEX INC

    CONTRIBUTING EMPLOYER

  • JEWISH FED OF METRO CHGO

    CONTRIBUTING EMPLOYER

  • JWI

    CONTRIBUTING EMPLOYER

  • KARD DBA DEPENDABLE

    CONTRIBUTING EMPLOYER

  • KIMCO FACILITY SERVICES

    CONTRIBUTING EMPLOYER

  • LAB CORP

    CONTRIBUTING EMPLOYER

  • LINCOLN PROPERTY COMPANY

    CONTRIBUTING EMPLOYER

  • LINCOLN SECURITY SERVICES LLC

    CONTRIBUTING EMPLOYER

  • M & J WILKOW LTD

    CONTRIBUTING EMPLOYER

  • MAINT ENGINEERING GSF

    CONTRIBUTING EMPLOYER

  • MARC REALTY

    CONTRIBUTING EMPLOYER

  • MCDONAGH DEMOLITION

    CONTRIBUTING EMPLOYER

  • MELGAR FACILITY MTCE

    CONTRIBUTING EMPLOYER

  • MERCHANDISE MART PROP INC

    CONTRIBUTING EMPLOYER

  • MIDWAY BUILDING SERV LTD

    CONTRIBUTING EMPLOYER

  • MILLENNIAL ENTERPRISES

    CONTRIBUTING EMPLOYER

  • MILLENNIUM PK LIVING INC

    CONTRIBUTING EMPLOYER

  • MONTAUK COMPANY

    CONTRIBUTING EMPLOYER

  • NATIONAL JAN SOLUTIONS

    CONTRIBUTING EMPLOYER

  • NATIONWIDE JANITORIAL SERVICES INC

    CONTRIBUTING EMPLOYER

  • NS MANAGEMENT

    CONTRIBUTING EMPLOYER

  • P4 PROTECTIVE SERV LLC

    CONTRIBUTING EMPLOYER

  • PALAMERICAN SECURITY

    CONTRIBUTING EMPLOYER

  • PALMER HOUSE HILTON

    CONTRIBUTING EMPLOYER

  • PERFORMANCE CLEAN

    CONTRIBUTING EMPLOYER

  • PROSEGUR SERVICES GRP

    CONTRIBUTING EMPLOYER

  • PRUDENTIAL DEFENSE

    CONTRIBUTING EMPLOYER

  • RIDGE MAINTENANCE GROUP

    CONTRIBUTING EMPLOYER

  • RIVERWOOD CLEANING

    CONTRIBUTING EMPLOYER

  • RJB PROPERTIES INC

    CONTRIBUTING EMPLOYER

  • ROOSEVELT UNIVERSITY

    CONTRIBUTING EMPLOYER

  • RR & R

    CONTRIBUTING EMPLOYER

  • S&A CLEANING SERVICES

    CONTRIBUTING EMPLOYER

  • SBM MANAGEMENT SERVICES

    CONTRIBUTING EMPLOYER

  • SCRUB INC

    CONTRIBUTING EMPLOYER

  • SECURITAS USA INC

    CONTRIBUTING EMPLOYER

  • SECURITAS USA SUBURBAN

    CONTRIBUTING EMPLOYER

  • SECURITY LOGISTICS GRP

    CONTRIBUTING EMPLOYER

  • SECURITY PARTNERS INTL

    CONTRIBUTING EMPLOYER

  • SERVICE CORP INT SCI

    CONTRIBUTING EMPLOYER

  • SERVICE MASTER CHGO

    CONTRIBUTING EMPLOYER

  • SKYTECH ENTERPRISES LTD

    CONTRIBUTING EMPLOYER

  • SMITH MAINTENANCE CO

    CONTRIBUTING EMPLOYER

  • SODEXO INC

    CONTRIBUTING EMPLOYER

  • ST MORITZ SECURITY

    CONTRIBUTING EMPLOYER

  • TACTICAL SECURITY

    CONTRIBUTING EMPLOYER

  • TFG NATIONAL HEALTHCARE RESOURCES

    CONTRIBUTING EMPLOYER

  • THE STONE GROUP

    CONTRIBUTING EMPLOYER

  • TITAN SEC SERV INC

    CONTRIBUTING EMPLOYER

  • TOLEDO BUILDING SERVICES

    CONTRIBUTING EMPLOYER

  • TOTAL FACILITY MAINT INC

    CONTRIBUTING EMPLOYER

  • TOTAL MAINTENANCE MGMT

    CONTRIBUTING EMPLOYER

  • TOTAL MAINTENANCE SERVICES LLC

    CONTRIBUTING EMPLOYER

  • TOTAL SERVICES LLC

    CONTRIBUTING EMPLOYER

  • TRANSWESTERN

    CONTRIBUTING EMPLOYER

  • TWIN CLEANING PROF INC

    CONTRIBUTING EMPLOYER

  • TWIN CLEANING PROF INC AIRPORT

    CONTRIBUTING EMPLOYER

  • UG2

    CONTRIBUTING EMPLOYER

  • UNION HEALTH SERVICE

    CONTRIBUTING EMPLOYER

  • UNITED MAINTENANCE CO

    CONTRIBUTING EMPLOYER

  • UNITED NETWORK BUREAU

    CONTRIBUTING EMPLOYER

  • VARGAS GROUP LTD

    CONTRIBUTING EMPLOYER

  • WE'RE CLEANING

    CONTRIBUTING EMPLOYER

  • WEST SIDE REALTY L705

    CONTRIBUTING EMPLOYER

  • WHELAN SECURITY OF IL INC

    CONTRIBUTING EMPLOYER

  • WRIGLEY FIELD ENTERPRISES

    CONTRIBUTING EMPLOYER

  • ZENITH FACILITY SERVICES

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
27 June 2025
IRS schema version
2023v6.0
Source object
202521789349301137

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