2020-10-05T10:49:29-05:00 2019-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2019-01-01 231613860 IBEW #654 H & W FUND TRUSTEES IBEW 8567730868 27 ROLAND AVENUE SUITE 200 NO 20 MOUNT LAUREL NJ 080541038 WILLIAM ADAMS TRUSTEE 6104942820 2020-10-05 1 LOUIS VERZELLA CPA P00360279 6106689400 2020-10-01 162.211.205.39 2020-10-05 10:47:30 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2019 2021-04-22 16:20:28Z WILLIAM ADAMS 3729 CHICHESTER AVENUE BOOTHWYN PA 190613135 52441202 0 X N/A X 1961 PA TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL BENEFITS AND DENTAL BENEFITS TO MEMBERS. 8 5 0 0 0 0 0 0 9659928 10158848 121925 524752 0 0 9781853 10683600 0 0 7438817 7526930 0 0 0 0 0 327953 332270 7766770 7859200 2015083 2824400 14673635 18509782 203294 268684 14470341 18241098 TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL BENEFITS AND DENTAL BENEFITS TO MEMEBERS. 0 0 TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL BENEFITS AND DENTAL BENEFITS TO MEMEBERS. 0 0 0 0 0 0 0 0 0 0 1 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 2 0 0 0 0 0 0 0 0 0 0 X 8 5 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 119066 83449 JEFFREY SCARPELLO ESQ MANAGEMENT TRUSTEE 1.00 40.00 X 0 503187 87873 PAUL MULLEN UNION TRUSTEE 1.00 40.00 X 0 137209 89158 ANTHONY ENNIS MANAGEMENT TRUSTEE (P) 1.00 X 0 0 0 ROBERT HOBBS MANAGEMENT TRUSTEE (P) 1.00 X 0 0 0 KEVIN MCDEVITT UNION TRUSTEE 1.00 X 0 0 0 CHARLES MACDONALD MANAGEMENT TRUSTEE 1.00 X 0 0 0 DANIEL HENRY UNION TRUSTEE 1.00 1.00 X 0 1000 0 THOMAS MOORE MANAGEMENT TRUSTEE 1.00 X 0 0 0 ED COLLISON MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 760462 260480 0 0 1 0 FRANK M VACCARRO & ASSOCIATES 27 ROLAND AVENUE SUITE 200 MOUNT LAUREL NJ 08054 ADMINISTRATOR 216844 1 EMPLOYER CONTRIBUTIONS 525100 10088661 10088661 COBRA & DIRECT PAY CONTRIBUTIONS 525100 70187 70187 10158848 334947 334947 41947407 41757602 189805 189805 189805 10683600 10158848 0 524752 X 7526930 16845 20602 41603 241850 5087 1005 2177 REGULATORY FEES AND TAX 3101 7859200 6721 864112 3296757 2790071 1059992 1039509 11339 31834 10035579 12443161 1051690 263247 289405 14673635 18509782 8838 5530 194456 263154 203294 268684 X 0 0 0 0 14470341 18241098 14470341 18241098 14673635 18509782 2824400 946357 0 X X 0 1 X 1 0 0 REAL ESTATE INVESTMENT FUND 1051690 C 1051690 RECIPROCAL PAYABLE 46820 DUE TO OTHER 204739 DUE TO RELATED PARTIES 11595 263154 X 11588354 946357 946357 10641997 41603 41603 10683600 7817597 0 7817597 41603 41603 7859200 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. 0 0 0 WILLIAM ADAMS UNION TRUSTEE 0 119066 0 0 0 0 0 59383 0 24066 0 202515 0 0 JEFFREY SCARPELLO ESQ MANAGEMENT TRUSTEE 0 409117 0 90000 0 4070 0 41250 0 46623 0 591060 0 0 PAUL MULLEN UNION TRUSTEE 0 137209 0 0 0 0 0 65092 0 24066 0 226367 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 ITS 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 IX, LINE 11G CONSULTANT 20,000. ADMINISTRATIVE FEES 219,450. ERTS SERVICE FEE 2,400. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFROMS 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 THAT RECEIVE DISABILITY BENEFITS. 5 FORMS W-2 WERE FILE FOR THE 2019 TAX PERIOD. 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