2020-08-24T15:48:38-05:00 2019-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2019-01-01 236395223 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WELFARE PLAN INTE 6104891185 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 RICHARD MUTTIK UNION TRUSTEE 6104891185 2020-08-24 1 LOUIS VERZELLA CPA P00360279 6106689400 2020-07-29 162.211.205.39 2020-08-24 15:47:09 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2019 2020-11-19 02:30:22Z RICHARD MUTTIK 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 113044251 0 X IBEW126BENEFITS.COM X 1953 PA TO PROVIDES 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 4 34 0 0 0 0 0 43124418 46233732 630729 1135059 46657 1086 43801804 47369877 0 0 23487479 26171285 0 0 0 0 0 1356114 1538198 24843593 27709483 18958211 19660394 52700935 73962765 1439953 1760250 51260982 72202515 X TO PROVIDES 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 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 X 0 0 34 1 0 0 0 0 0 0 0 0 X 6 4 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 180089 67675 CHRISTOPHER WENTZEL UNION TRUSTEE 2.00 38.00 X 0 149480 61290 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 503187 87873 RANDY ROBERTS EMPLOYER TRUSTEE 2.00 X 0 0 0 0 832756 216838 0 0 1 0 INDEPENDENCE ADMINISTRATORS 602 OFFICE CENTER DRIVE STE 350 FORT WASHINGTON PA 19034 CLAIMS ADMINSTRATION 711352 WELLS FARGO BANK 123 S BROAD STREET PHILADELPHIA PA 19109 INVESTMENT EXPENSES 139456 LACHER & ASSOCIATES INS AGENCY INC 632 E BROAD STREET SOUDERTON PA 18964 INSURANCE CONSULTANTS 110000 AMERIHEALTH 1901 MARKET STREET PHILADELPHIA PA 19103 CLAIMS ADMINSTRATION 107210 4 EMPLOYER CONTRIBUTIONS 900099 45319637 45319637 PARTICIPANT CONTRIBUTIONS 900099 914095 914095 46233732 1070324 1070324 65739109 65674374 64735 64735 64735 OTHER INCOME 900099 1086 1086 1086 47369877 46299553 0 1070324 26171285 28241 50958 190896 1115907 19374 15675 613 2797 COLLECTIONS AND PROCESS 103486 FEES MANDATED BY THE AC 10251 27709483 400050 55780 9497069 14412049 5485523 5896971 18156 17264 36355996 52645310 944141 935391 52700935 73962765 44635 68811 1395318 1691439 1439953 1760250 X 51260982 72202515 51260982 72202515 52700935 73962765 19660394 1281139 0 X X 0 1 X 1 0 0 RECIPROCAL AMOUNTS DUE TO OTHER BENEFIT PLANS 1379881 UNEARNED REVENUE SELF PAY CONTRIBUTION REVENUE 148145 DUE TO RELATED PARTY 163413 1691439 X 48460120 1281139 1281139 47178981 190896 190896 47369877 27518587 0 27518587 190896 190896 27709483 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 RICHARD MUTTIK UNION TRUSTEE 0 180089 0 0 0 0 0 43825 0 23850 0 247764 0 0 CHRISTOPHER WENTZEL UNION TRUSTEE 0 149480 0 0 0 0 0 37440 0 23850 0 210770 0 0 JEFFERY SCARPELLO EMPLOYER TRUSTEE 0 409117 0 90000 0 4070 0 41250 0 46623 0 591060 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. 34 W-2S WERE ISSUED FOR THE TAXPERIOD ENDING DECEMBER 31, 2019. 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 IBEW LOCAL UNION NO 126 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 231302203 LABOR UNION PA 501(C)(5) 0 IBEW LOCAL UNION NO 126 RETIREMENT PLAN 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 232156093 RETIREMENT PLAN PA 0 IBEW LOCAL UNION NO 126 OSHE 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 231919421 SAFETY & TRAINING FUND PA 501(C)(3) 0 PENN DEL JERSEY CHAPTER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 ASSOCIATION OF EMPLOYERS PA 501(C)(6) 0 3 PHASE LINE CONSTRUCTION A & F ELECTRICAL TESTING INC ADVANCED FIBER TECHNOLOGIES IN ALASKA ELECTRICAL ALASKAN ELEC PENSION PLAN ALBARELL ELECTRIC ALDRIDGE ELECTRIC INC ALL RELIABLE SERVICES INC ALLAN BRITEWAY ELECTRICAL CONT AMERICAN BORING INC AMERICAN ELECTRICAL TESTING AMERICAN LIGHTING & SIGNALIZAT AMERICAN TRANSFORMER SERVICES APPLEGATE INDUSTRIES INC ARC AMERICAN INC ARMOUR & SONS ASPLUNDH CONSTRUCTION CORP ASPLUNDH TREE EXPERT CO ATLANTIC COAST COMMUNICATIONS ATLANTIC STATES TREE EXPERT CO ATLANTIC TRANSFORMER SERVICE AUBREY GREEN ELECTRIC BALDWIN LINE BATTAGLIA ELECTRIC INC BBC ELECTRICAL SERVICES BECK ELECTRIC BEMIS LLC BLACK HAWK NEFF BOB BITER ELECTRICAL ENTERPRIS BONAVITACOLA ELECTRICAL CONTRA BRONDER TECHNICAL SERVICES BRUCE & MERRILEES ELEC CO BSJ POWER SERVICES BUCKLEY G-5 CONSTRUCTION LLC BURLINGTON TESTING BYARD ELECTRIC BYARD ELECTRIC SERVICE INC C3M POWER SYSTEMS LLC CABLELINKS INC CALLAGHAN ENTERPRISES CAMPBELL ELECTRIC INC CARR & DUFF INC CASTEEL CORPORATION CCI OF PENNSYLVANIA INC CDI SERVICES INC CENTRAL CONNECTICUT CABLE CO I CHAPMAN CORPORATION CHISOM ELECTRICAL CJ DRILLING INC COASTAL ELECTRIC & ENV SVCS COMMERCE SERVICE CORP COMMERCIAL LINE & ELECTRICAL C COMMUNICATION CONSTRUCTION GRO CONSTELECTRICAL SERVICES INC D & D POWER INC DAGOSTINO ELECTRONIC SERVICES DANELLA CONST CORP DAVEY TREE EXPERT CO DAVIS ELLIOTT COMPANY DELAWARE VALLEY HYDROSEEDING DELTA LINE CONSTRUCTION DEMETER ELECTRIC DILLARD SMITH CONSTRUCTION CO DIXON ELECTRIC DONALD CRAIG ELEC CO E-J ELECTRIC T&D LLC EASTERN REINFORCING INC ECM ELECTRIC CO INC EIGHTH DISTRICT ELECTRICAL PEN ELECTRICAL BUILDERS INC ELECTRICAL CONTRACTORS ASSOC ELECTRICAL CONTRACTORS ASSOC& ENERGY TECH ENTERPRISE CABLE GROUP INC EVETS ELECTRIC INC EZ ELECTRIC FBS INC FINAL MILE TECHNOLOGIES FISCHBACH AND MOORE FLUOR MAINTENANCE SERVICES FOX CONTRACTING FREQUENCY ELECTRIC CORP FRY ELECTRIC FUELGRAF ELEC CO FURNESS ELECTRIC INC G-5 INDUSTRIES LLC GARNEY MORRIS INC GENE METSCHULAT ELECTRICAL CON GLOBAL FIBER COMSOURCE GROUP L GLW EROSION CONTROL INC GOLDHORN ELECTRICAL CONST IN GRATTAN LINE CONSTRUCTION GREAT LAKES POWER & PIPE INC H AND L GROUNDHOG HB FRAZER CO HAINES AND KIBBLEHOUSE HARLAN ELECTRIC HARRY B MILLER CO INC HATZEL AND BUEHLER INC HAUGLAND ENERGY GROUP LLC HAVERFIELD INTERNATIONAL INC HAWKEYE LLC HAZLETT TREE SERVICE HEALTH & WELFARE IBEW 96 HENKELS & MC COY INC HEYSER LANDSCAPING INC HMS CONSTRUCTION INC HYDE ELECTRIC CORP I B ABEL INC INDEPENDENCE COMMUNICATIONS CO INFRASOURCE CONSTRUCTION LLC INTREN INC J F ELECTRIC INC J G NASCON INC J H HASSINGER J J BARNEY CONSTRUCTION INC J J WHITE J RANCK ELECTRIC INC J W DIDADO ELECTRIC INC J W FOLEY INC JBL ELECTRIC JNO BARTON JOSEPH R METZGER INC JP HOGAN CORING AND SAWING COR JUDGE ELECTRICAL INC KAT SERVICES KEEGAN ELECTRICAL WIRELESS SER KENT UTILITIES LLC KEVCO ELECTRIC INC KIRBY ELECTRIC INC KOSER ELECTRIC CO INC KUHARCHIK CONSTRUCTIO CORP L & R CONSTRUCTION CO INC L K COMSTOCK LE MYERS COMPANY LAFATA CONTRACT SERVICES LARRY C MC CRAE INC LEWIS TREE SERVICE INC LIGHTNING SERVICES ELECTRIC CO LINECO BENEFIT FUND--VARIOUS L LINES UTILITY CONTRACTING LJ MC CONNELL ELECTRIC LOMBARDO AND LIPE M & J ELECTRIC INC M & M POWERLINE CONSTRUCTION I M J ELECTRIC LLC MAHONING AND TRUMBULL BLDG INS MAIN LITE ELECTRIC MASS ELECTRIC CONSTRUCTION MATRIX SERVICE MC PHEEHAZARD LTD MCPHEE ELECTRICAL CONTRACTORS MDRM INDUSTRIES MELCAR LTD MENTZELL ELECTRIC INC MICH UPPER PENINSULA IBEW PENS MICHELS CORP NOT WORKING MICHELS MID-AMERICA MIDASCO INC MIDWEST ELECTRIC CONTROL SPECI MIDWEST POWER LINE INC MILITARY LEAVE CREDITS MILLER BROS MILLER CONSTRUCTION COMPANY I MIRARCHI BROTHERS INC MITCHELL ELECTRICAL CONTRACTIN MOHAWK ELECTRIC LLC MOLETZ ELEC CO MOORE'S ELECTRICAL CONTRACTING MORSE ELECTRIC INC MZI ELECTRIC INC NEW RIVER ELECTRIC NEW YORK DRILLING SERVICES INC NEWVILLE ELETRICAL SERVICES IN NG GILBERT NITRO ELECTRIC CO NM RETIREMENT TRUST FUNDS LOCA NOOTER CONSTRUCTOIN NORTH CENTRAL ELECTRIC INC NORTH HOUSTON POLE LINE NORTH LINE UTILITIES NORTHEAST CAISSONS NORTHEASTERN LINE CONSTR CHPT NORTHEASTERN LIVE LINE INC NPS ENERGY SERVICES INC NUCERO CORP O CONNELL ELECTRIC OTS - NJ LLC ONE SOURCE POWER LLC ORLANDO DIEFENDERFER ELEC CON OVERHEAD LINES LLC OVVID COMMUNICATION CORP PAR ELECTRICAL CONTRACTORS INC PENN LINE SERVICE INC PENNJERDEL CONST CO PETROCELLI LLC PIEPERLINE PMI ENERGY SOLUTIONS LLC POWER CONTRACTING CO POWER CONTRACTING INC POWER OPTECH PREFERRED ELECTRIC INC PRYSMIAN CABLES AND SYSTEMS US QUALITY LINES INC QUANTUM CROSSINGS LLC QUEEN CITY ELECTRIC COMPANY RAPID-REBAR INC RAUHORN ELECTRIC RELIABLE TELE COM REPUBLIC ITS RICHARDSON AND WAYLAND ELECT RIGGS DISTLER & CO INC RITTER CONTRACTING INC ROCK DRILLING TECH ROW RESOURCES RUTKOSKI FENCING CO INC S AND M CONSTRUCTION CABLE INC S M ELECTRIC SARGENT ELECTRIC CO SCHULTHEIS ELECTRIC TSB INC SEAWARD CORP SERCO INC SERVICE ELECTRIC COMPANY SHEAR TECH INC SHEARTECH INC SIGNORA ELECTRIC CO INC SKF ELECTRICAL CONTRACTING SM KARCH LLC SPE UTILITY CONTRACTORS STATE ELECTRIC STRUCTURED CABLE SOLUTIONS INC SUBSEQUENT ELIGIBILITY SUMMIT LINE CONSTRUCTION SUPERIOR ELECTRIC T P ELECTRIC T C LLOYD CONST INC TARENTUM BOROUGH TECHNA-PRO ELECTRIC INC TEL POWER NOT WORKING TEL-POWER INC THAYER INVESTMENTS LLC THAYER POWER AND COMMUNICATION THE CONTRA COSTA CNTY ELEC RET THE CORE COMPANY THIRAU LLC THIRO USA THOMPSON ELECTRIC TIDEWATER ELECTRICAL INDUSTRY TRANSFERRED OUT HOURS - ALL LO TRANSRAIL CO INC TREE PRESERVATION CO TRI-STATE DRILLING INC UE&C CATALYTIC INC UNDERGROUND SOLUTIONS MNGMT GR UNION ELECTRIC CONTRACTING CO UNITED POWER LINE CONTRACTORS UNITED WELDING OF BRAINERD INC UTEC CONSTRUCTORS CORP UTILITY COLLECTIONS LTD UTILITY LINE CONSTRUCTION SERV UTILITY LINE SERVICES VANALT CO INC VANTAGE CORP W G TOMKO INC W R CASTEEL COMPANY INC W A CHESTER INC WARNER TREE SERVICE WELLINGTON POWER CORP WELSBACH ELEC CORP WEST SIDE HAMMER WFR GROUP WILLIAMS & MC CRAE INC WILLIARD ELEC CO WOODWALKERS ELECTRIC LLC WV-OHIO VALLEY AREA WYCL ASSOCIATES INC WYOMING ELECTRIC & SIGNAL INC XTREME POWERLINE CONST INC ZAVALA INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 IBEW LOCAL UNION NO 126 M 103486 FMV