2022-09-09T09:29:03-05:00 2021-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2021-01-01 236395223 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WELFARE PLAN INTE 6104891185 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 RICHARD MUTTIK UNION TRUSTEE 6104891185 2022-09-09 1 RICHARD MUTTIK 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2022-09-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RICHARD MUTTIK 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 139345868 0 X IBEW126BENEFITS.COM X 1953 PA TO PROVIDE HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, VACATION, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126. 6 6 0 0 0 0 0 0 51441776 52802363 1123958 693807 449 18007 52566183 53514177 0 0 32586475 33350292 0 0 0 0 0 1640775 1965740 34227250 35316032 18338933 18198145 92920721 111996780 1633703 877844 91287018 111118936 X TO PROVIDE HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, VACATION, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126. 0 0 TO PROVIDES HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 X 2 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X RICHARD MUTTIK 6104891185 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 RICHARD MUTTIK UNION TRUSTEE 2.00 38.00 X 0 205829 73473 CHRISTOPHER WENTZEL UNION TRUSTEE 2.00 38.00 X 0 168689 64271 PATRICK CASEY UNION TRUSTEE 2.00 X 0 0 0 HARRY MILLER III EMPLOYER TRUSTEE 2.00 X 0 0 0 JEFFERY SCARPELLO EMPLOYER TRUSTEE 2.00 40.00 X 0 478910 114652 RANDY ROBERTS EMPLOYER TRUSTEE 2.00 X 0 0 0 0 853428 252396 0 0 1 0 INDEPENDENCE ADMINISTRATORS 602 OFFICE CENTER DRIVE STE 350 FORT WASHINGTON PA 19034 CLAIMS ADMINSTRATION 845159 WELLS FARGO BANK 123 S BROAD STREET PHILADELPHIA PA 19109 INVESTMENT EXPENSES 209080 LACHER & ASSOCIATES INS AGENCY INC 632 E BROAD STREET SOUDERTON PA 18964 INSURANCE CONSULTANTS 113300 3 EMPLOYER CONTRIBUTIONS 900099 51978523 51978523 PARTICIPANT CONTRIBUTIONS 900099 823840 823840 52802363 890777 890777 85634721 85831691 -196970 -196970 -196970 OTHER INCOME 900099 18007 18007 18007 53514177 52802363 0 711814 33350292 176542 33232 50083 301986 1318082 44514 25148 3459 FEES MANDATED BY THE AC 12694 35316032 439207 522636 13623460 16394402 7286800 6071864 10622 46330 71037460 88390674 523172 570874 92920721 111996780 74718 80247 1558985 797597 1633703 877844 X 91287018 111118936 91287018 111118936 92920721 111996780 18198145 1633773 0 X X 0 1 X 1 0 0 RECIPROCAL AMOUNTS DUE TO OTHER BENEFIT PLANS 667102 UNEARNED REVENUE SELF PAY CONTRIBUTION REVENUE 130495 797597 X 54845964 1633773 1633773 53212191 301986 301986 53514177 35014046 0 35014046 301986 301986 35316032 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND 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 FUND 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 FUND. 0 0 0 JEFFERY SCARPELLO EMPLOYER TRUSTEE 0 475000 0 0 0 3910 0 67000 0 47652 0 593562 0 0 RICHARD MUTTIK UNION TRUSTEE 0 205829 0 0 0 0 0 49203 0 24270 0 279302 0 0 CHRISTOPHER WENTZEL UNION TRUSTEE 0 168689 0 0 0 0 0 40001 0 24270 0 232960 0 0 FORM 990, PART V, LINE 2A: IBEW LOCAL 126 HEALTH & WELFARE FUND HAS NO EMPLOYEES. W-2S ARE ISSUED TO PARTICIPANTS THAT RECEIVE DISABILITY BENEFITS. 35 W-2S WERE ISSUED FOR THE TAXPERIOD ENDING DECEMBER 31, 2021. FORM 990, PART VI, SECTION B, LINE 11B IBEW LOCAL 126 HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990 PART XII LINE 2C MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE FINANCIAL STATEMENTS, ALONG WITH SELECTION OF THE INDEPENDENT ACCOUNTANT. 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