2024-01-26T09:20:05-06:00 2023-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-05-01 912036994 IUPAT DISTRICT COUNCIL NO 21 WELFARE FUND IUPA 2159345130 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 191541297 FRAN MCLAUGHLIN TRUSTEE 2159345130 2024-01-26 1 FRAN MCLAUGHLIN 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-01-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRAN MCLAUGHLIN 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 191541297 64156297 0 X N/A X 1950 PA THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 16 8 13 0 0 0 0 0 52338675 54440441 1816374 1561991 643339 205081 54798388 56207513 0 0 52831664 54554535 1053311 1074018 0 0 0 805592 681236 54690567 56309789 107821 -102276 61190147 60166828 657161 742427 60532986 59424401 THE PURPOSE OF THE FUND IS TO PAY THE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PURPOSE OF THE FUND IS TO PAY THE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 50 0 13 1 0 0 0 0 0 0 0 0 X 16 8 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X TRUSTEES 2159345130 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 SAM ANDRA EMPLOYER CO-CHAIRMAN 2.00 X 0 0 0 MICHAEL THURMAN EMPLOYER TRUSTEE 2.00 X 0 0 0 EVAN LAMBROS EMPLOYER TRUSTEE 2.00 X 0 0 0 ANGELA TILOTTA EMPLOYER TRUSTEE 2.00 X 0 0 0 PAUL TSOUROUS EMPLOYER TRUSTEE 2.00 X 0 0 0 MARK S RABINOWITZ EMPLOYER TRUSTEE 2.00 X 0 0 0 CARL POSTUPAK EMPLOYER TRUSTEE 2.00 X 0 0 0 ROBERT GRIFFITHS UNION TRUSTEE 2.00 X 0 112513 102190 JOSEPH T ASHDALE UNION CO-CHAIRMAN (P) 2.00 38.00 X 0 187864 141932 MATT TRZASKA UNION TRUSTEE 2.00 38.00 X 0 160658 126364 FRANCIS MCLAUGHLIN UNION CO-CHAIRMAN 2.00 38.00 X 0 156291 153496 MICHAEL LAUGHLIN UNION TRUSTEE 2.00 38.00 X 0 153672 123177 MICHAEL VALCO UNION TRUSTEE 2.00 38.00 X 0 124295 97196 MATT CORTEZ UNION TRUSTEE 2.00 38.00 X 0 152365 111132 MICHELE GEORGETTI EMPLOYER CO-CHAIRMAN 2.00 X 0 0 0 AJ CASPARRO UNION TRUSTEE 2.00 38.00 X 0 133181 99931 BERNIE SNYDER UNION TRUSTEE 2.00 X 0 133148 111631 MICHAEL PREVITERA FUND ADMINISTRATOR 31.00 9.00 X 111834 46695 118565 111834 1360682 1185614 1 0 1 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19004 CLAIMS PROCESSING 1492585 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 NURSING SERVICES 416120 BENECARD SERVICES 3131 PRINCETON PIKE BLDG 2B SUITE 1 LAWRENCEVILLE NJ 08648 PHARMACY BENEFITS MANAGER 242542 BRIDGEWAY BENEFIT TECHNOLOGIES 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 IT CONSULTANT 209053 FIDELIO INSURANCE COMPANY 2826 MT CARMEL AVE GLENSIDE PA 19038 DENTAL CLAIMS 146977 5 EMPLOYER CONTRIBUTIONS 525100 47599960 47599960 PARTICIPANT CONTRIBUTIONS 525100 6840481 6840481 54440441 1581920 1581920 7928855 7948784 -19929 -19929 -19929 OTHER INCOME 900099 134381 134381 REFUNDED LEGAL FEES 900099 27092 27092 AUDIT FEE RECOVERY 900099 26721 26721 16887 16887 205081 56207513 54440441 0 1767072 54554535 619605 200389 205011 49013 83321 98214 73280 58000 71450 147556 66096 16100 10036 20713 20007 FEES MANDATED BY ACA 16463 56309789 11812202 9619465 6379944 6811245 414497 450251 422419 289611 153521 132808 40873510 40779123 1556473 2373936 61190147 60166828 157735 183265 266790 326526 232636 232636 657161 742427 X 0 0 0 0 60532986 59424401 60532986 59424401 61190147 60166828 -102276 -1006309 0 X X 0 1 X 1 0 86181 14250 71931 219519 202760 16759 116719 72601 44118 132808 EMPLOYER DEPOSIT 232636 232636 X 55059383 -1006309 -1006309 56065692 73280 68541 141821 56207513 56167968 0 56167968 73280 68541 141821 56309789 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. PART XI, LINE 4B - OTHER ADJUSTMENTS: REFUNDED LEGAL FEES 27,092. AUDIT FEE RECOVERY 26,721. DEPRECIATION REIMBURSEMENT 6,697. IT REIMBURSEMENT 8,031. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUNDED LEGAL FEES 27,092. AUDIT FEE RECOVERY 26,721. DEPRECIATION REIMBURSEMENT 6,697. IT REIMBURSEMENT 8,031. 0 0 0 JOSEPH T ASHDALE UNION CO-CHAIRMAN (P) 0 187864 0 0 0 0 0 107006 0 34926 0 329796 0 0 FRANCIS MCLAUGHLIN UNION CO-CHAIRMAN 0 156291 0 0 0 0 0 115872 0 37624 0 309787 0 0 MATT TRZASKA UNION TRUSTEE 0 160658 0 0 0 0 0 96811 0 29553 0 287022 0 0 MICHAEL PREVITERA FUND ADMINISTRATOR 111834 46695 0 0 0 0 62184 25965 21457 8959 195475 81619 0 0 MICHAEL LAUGHLIN UNION TRUSTEE 0 153672 0 0 0 0 0 93403 0 29774 0 276849 0 0 MATT CORTEZ UNION TRUSTEE 0 152365 0 0 0 0 0 82579 0 28553 0 263497 0 0 BERNIE SNYDER UNION TRUSTEE 0 133148 0 0 0 0 0 81849 0 29782 0 244779 0 0 AJ CASPARRO UNION TRUSTEE 0 133181 0 0 0 0 0 71241 0 28690 0 233112 0 0 MICHAEL VALCO UNION TRUSTEE 0 124295 0 0 0 0 0 68550 0 28646 0 221491 0 0 ROBERT GRIFFITHS UNION TRUSTEE 0 112513 0 0 0 0 0 72726 0 29464 0 214703 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES HAVE DELEGATED THE MANAGEMENT OF FUND TO AN ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO FUND ADMINISTRATOR AND TRUSTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS,CONFLICTS OF INTEREST AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART XII, LINE 2C: THE FUND'S TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT. 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