2025-08-20T15:09:10-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 231613860 IBEW #654 H & W FUND TRUSTEES IBEW 8567730868 27 ROLAND AVENUE SUITE 200 200 MOUNT LAUREL NJ 080541038 WILLIAM ADAMS TRUSTEE 6104942820 2025-08-20 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-08-20 2024 2025-03-06 01:10:19Z WILLIAM ADAMS 3729 CHICHESTER AVENUE BOOTHWYN PA 190613135 61925894 0 X N/A X 1961 PA TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL AND DENTAL BENEFITS TO MEMBERS. 7 4 0 0 0 0 0 0 10336941 10206601 388524 909137 3819 22202 10729284 11137940 0 0 8585376 0 0 8754944 0 0 0 363245 431668 8948621 9186612 1780663 1951328 25577089 28626460 43057 71426 25534032 28555034 TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL AND DENTAL BENEFITS TO MEMBERS. 0 0 TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL AND DENTAL BENEFITS TO MEMBERS. 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FRANK M VACCARO & ASSOCIATES INC 8567730868 27 ROLAND AVENUE MOUNT LAUREL NJ 080541038 WILLIAM ADAMS UNION TRUSTEE 1.00 40.00 X 0 138329 113289 JEFFREY SCARPELLO ESQ MANAGEMENT TRUSTEE 1.00 40.00 X 0 586338 121971 PAUL MULLEN UNION TRUSTEE 1.00 40.00 X 0 160456 122418 KEVIN MCDEVITT UNION TRUSTEE (P) 1.00 X 0 0 0 CHARLES MACDONALD MANAGEMENT TRUSTEE 1.00 X 0 0 0 DANIEL HENRY UNION TRUSTEE (P) 1.00 1.00 X 0 0 0 ED COLLISON MANAGEMENT TRUSTEE 1.00 X 0 0 0 AARON KELLEY MANAGEMENT TRUSTEE 1.00 X 0 0 0 CHRISTOPHER SCHIELER UNION TRUSTEE 1.00 1.00 X 0 0 0 0 885123 357678 0 0 1 0 FRANK M VACCARRO & ASSOCIATES 27 ROLAND AVENUE SUITE 200 MOUNT LAUREL NJ 08054 ADMINISTRATOR 247705 1 EMPLOYER CONTRIBUTIONS 525100 10180397 10180397 COBRA & DIRECT PAY CONTRIBUTIONS 525100 26204 26204 10206601 803635 803635 50893456 50787954 105502 105502 105502 CLASS ACTION SETTLEMENTS 900099 22202 22202 22202 11137940 10228803 0 909137 8754944 1515 26623 76537 303185 7471 7974 4518 REGULATORY FEES AND TAX 3845 9186612 941449 858397 3349610 3578636 855958 1026569 12867 39865 18584130 21533530 1404664 1331208 428411 258255 25577089 28626460 9837 25337 33220 46089 43057 71426 X 0 0 0 0 25534032 28555034 25534032 28555034 25577089 28626460 1951328 1069674 0 X X 0 1 X 1 0 0 RECIPROCAL PAYABLE 28108 DUE TO BROKER 17981 46089 X 12131077 1069674 1069674 11061403 76537 76537 11137940 9110075 0 9110075 76537 76537 9186612 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 TO 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. 0 0 0 JEFFREY SCARPELLO ESQ MANAGEMENT TRUSTEE 0 564476 0 18000 0 3862 0 66000 0 55971 0 708309 0 0 PAUL MULLEN UNION TRUSTEE 0 160456 0 0 0 0 0 93001 0 29417 0 282874 0 0 WILLIAM ADAMS UNION TRUSTEE 0 138329 0 0 0 0 0 83872 0 29417 0 251618 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION BY THE FORM'S PREPARER, AND INDEPENDENT PUBLIC ACCOUNTANT, AT ONE OF THE TRUSTEE MEETINGS WHERE IT IS REVIEWED AND SIGNED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. FORM 990, PART V, LINE 2A: IBEW #654 H&W FUND HAS NO EMPLOYEES, BUT IT PROVIDES DISABILITY BENEFITS TO PARTICIPANTS. THE FUND FILES FORMS W-2 WITH THE IRS FOR THOSE PARTICIPANTS WHO RECEIVE DISABILITY BENEFITS. THREE (3) FORMS W-2 WERE FILED FOR THE 2024 TAX PERIOD. IBEW LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN 27 ROLAND AVE C/O FRANK M VACCARO A MOUNT LAUREL NJ 080541038 236538183 PENSION FUND PA 401 (A)/ 501 (A) 0 IBEW LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 27 ROLAND AVE C/O FRANK M VACCARO A MOUNT LAUREL NJ 080541038 236538183 PENSION FUND PA 401 (A)/ 501 (A) 0 IBEW LOCAL 654 3729 CHICHESTER AVENUE BOOTHWYN PA 19061 236293543 LABOR UNION PA 501(C)(5) 0 PENN DEL JERSEY CHPATER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 BUSINESS LEAGEUE PA 501(C)(6) 0 A & S ELECTRIC INC-CO AARON ELECTRICAL - COM ADVANCED BUILDING CONTR AJM ELECTRIC INC - COM ALBARELL ELECTRIC INC APPELLATION CONSTRUCTIO ARMSTRONG ELECTRIC B LAWRENCE ELECTRIC IN BATTAGLIA COMPANIES - C BELLES ELEC - COMMERCI BILLITIER ELECTRIC INC BLUESTONE COMMUNICATION CAD ELECTRIC INC - CARR & DUFF INC-COMME CHARLES H MACDONALD EL CLIMATE PROS CMSE INC - COM CONTRACTOR COVERAGE PCF DONALD A PUSEY INC-C EAGLE ELECTRIC GROUP IN EAGLE I ELECTRIC INC EDWIND L HEIM CO FLEMINGTON INSTRUMENT C FORD BROTHERS ELECTRIC GENERAL CONTROLS GOLDHORN ELECTRICAL CON GOLDSMITH ASSOCIATES I GRABOYES COMMERICAL WIN GREENTECH ENERGY SERVIC GUARANTEE ELECTRICAL CO HB FRAZER CO - COM HARRISON ELECTRIC LLC - HATZEL & BUEHLER INC HIRNEISEN ELECTRIC INC HOBBS AND COMPANY INC IB ABEL INC - IND J R METZGER INC - C JJ WHITE INC - INDUS JML ELECTRIC CECW JT ELECTRIC LLC - COM JUDGE ELECTRICAL INC LIBERTY INTEGRATED SOLU LINE CONSTRUCTION BENEF MADDEN ELECTRIC MATRIX NAC - IND MCGOLDRICK ELECTRIC INC PAGODA ELEC & MECH INC PALMAN ELECTRIC INC PARSON ASSOCIATES R & A ELECTRIC INC - R PALMIERI ELECTRICAL RAFF ELECTRIC INC - CO RIGGS DISTLER & CO IN RILEY ELECTRIC INC SJ THOMAS CO INC - SCHAUER ELECTRIC INC- SHELLY ELECTRIC CO IN SUPERIOR ELECTRIC SERVI THE WILLIAMS GRP ELEC UNION ELECTRIC CONTRACT WILLIAM H CLINGER CORP XL INDUSTRIAL SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0