LOCAL 274 HEALTH AND WELFARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LOCAL 274 HEALTH AND WELFARE FUND (EIN 23-1489866)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-15
IRS object ID
202502889349303300
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-15T16:49:53-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231489866EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 274 HEALTH AND WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone8566162090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 BRACE ROAD 114AddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD MINTERPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone8566162090PhoneNum
Signature2025-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2025-10-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD MINTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 S 22ND STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,526,509GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE EXEMPT PURPOSE OF LOCAL 274 HEALTH & WELFARE FUND IS TO PROVIDE FOR MEDICAL, SURGICAL, HOSPITAL, DEATH, DISABILITY, DENTAL, PRESCRIPTION, VISION AND ORTHOTIC BENEFITS TO THEIR MEMBERS OR DESIGNATED BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,938,197PYProgramServiceRevenueAmt
CY Program Service Revenue$9,054,692CYProgramServiceRevenueAmt
PY Investment Income$375,060PYInvestmentIncomeAmt
CY Investment Income$727,625CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,313,257PYTotalRevenueAmt
CY Total Revenue$9,782,317CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$5,811,658PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$7,826,329CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$177,157PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$166,250CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$693,068PYOtherExpensesAmt
CY Other Expenses$847,983CYOtherExpensesAmt
PY Total Expenses$6,681,883PYTotalExpensesAmt
CY Total Expenses$8,840,562CYTotalExpensesAmt
PY Revenues Less Expenses$1,631,374PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$941,755CYRevenuesLessExpensesAmt
Total Assets BOY$17,644,880TotalAssetsBOYAmt
Total Assets EOY$19,096,766TotalAssetsEOYAmt
Total Liabilities BOY$152,737TotalLiabilitiesBOYAmt
Total Liabilities EOY$179,387TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,492,143NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,917,379NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, SURGICAL, HOSPITALIZATION, DEATH, DISABILITY, DENTAL, PRESCRIPTION, VISION AND ORTHOTIC BENEFITS TO ELIGIBLE MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, SURGICAL, HOSPITALIZATION, DEATH, DISABILITY, DENTAL, PRESCRIPTION, VISION AND ORTHOTIC BENEFITS TO ELIGIBLE MEMBERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENEFITS PROCESSING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8566162090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 BRACE ROAD SUITE 114AddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GINA WILSON
UNION TRUSTEE2.0040.00Yes (X)$0$65,050$18,417
LYNNE P FOX
UNION TRUSTEE2.0040.00Yes (X)$0$0$0
RICHARD MINTER
UNION TRUSTEE2.0040.00Yes (X)$0$0$0
JO ANN BONGART
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
HOWARD FLAXMAN
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
RONALD C GILBERT
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$65,050TotReportableCompRltdOrgAmt
Total Other Compensation$18,417TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENCE BLUE CROSS
1901 MARKET STREETPHILADELPHIAPA19103CLAIMS ADMINISTRATION$363,688
BENEFITS PROCESSING INC
20 BRACE RD STE 114CHERRY HILLNJ08034THIRD PARTY ADMINISTRATOR$288,497
INDEPENDENCE ADMINISTRATORS
1900 MARKET STREETPHILADELPHIAPA19103CLAIMS ADMINISTRATION$220,823
BRIDGEWAY BENEFIT TECHNOLOGIES
3700 KOPPERS STREET SUITE 400BALTIMOREMD21227RECORD KEEPING AND INFO MANAGEMENT$121,026
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$8,702,499$8,702,499
EMPLOYEE & COBRA CONTRIB.525100$334,178$334,178
OTHER INCOME525100$18,015$18,015
FieldValueIRS element (for citing)
Total Program Service Revenue$9,054,692TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$529,417TotalRevenueColumnAmt
Exclusion$529,417ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,942,400SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,744,192SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$198,208SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,208TotalRevenueColumnAmt
Exclusion$198,208ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,782,317TotalRevenueColumnAmt
Related Or Exempt Func Income$9,054,692RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$727,625ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$7,826,329TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$142,575TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,224TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,417TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,034TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$405,215TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$36,613TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$44,119TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,742TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,145TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$129,522TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,531TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,853TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,141TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,901TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescREGULATORY FEES AND TAXDesc
Total$2,201TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,840,562TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,060BOYAmt
EOY$123,026EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,680,424BOYAmt
EOY$4,452,509EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,010,907BOYAmt
EOY$1,088,590EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$40,283BOYAmt
EOY$31,734EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$283,795LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$277,718LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,218BOYAmt
EOY$6,077EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,492,862BOYAmt
EOY$10,010,665EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,653,026BOYAmt
EOY$3,092,065EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$747,100BOYAmt
EOY$292,100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,644,880BOYAmt
EOY$19,096,766EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$124,885BOYAmt
EOY$179,387EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,852BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$152,737BOYAmt
EOY$179,387EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$17,492,143BOYAmt
EOY$18,917,379EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,492,143BOYAmt
EOY$18,917,379EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,644,880BOYAmt
EOY$19,096,766EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$941,755ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$483,481NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,615OtherCostOrOtherBasisAmt
Depreciation$44,615DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$229,456OtherCostOrOtherBasisAmt
Depreciation$223,379DepreciationAmt
Book Value$6,077BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,724OtherCostOrOtherBasisAmt
Depreciation$9,724DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,077TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON COLLECTIVE TRUSTDesc
Book Value$3,092,065BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,092,065TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,221,679TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$483,481NetUnrealizedGainsInvstAmt
Revenue Not Reported$483,481RevenueNotReportedAmt
Revenue Subtotal$9,738,198RevenueSubtotalAmt
Investment Expenses Not Incld$44,119InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$44,119RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,782,317TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,796,443TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,796,443ExpensesSubtotalAmt
Investment Expenses Not Incld2$44,119InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$44,119ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,840,562TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLOCAL 274 HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT, WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S THIRD PARTY ADMINISTRATOR. THE THIRD PARTY ADMINISTRATOR PRESENTS THE FORM 990 TO THE FUND'S GOVERNING BODY FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION C, LINE 19LOCAL 274 HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:LOCAL 274 HEALTH AND WELFARE FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
PHILADELPHIA JOINT BOARD LEGAL SERVICES TRUST FUND
22 S 22ND STREET MEZZANINE FLOORPHILADELPHIAPA19103231457997LEGAL SERVICES FUNDPA501(C)(9)0
JOHN FOX SCHOLARSHIP FUND
22 S 22ND STREET MEZZANINE FLOORPHILADELPHIAPA19103232652470SCHOALRSHIP FUNDPA501(C)(3)0509(A)(2)
PHILADELPHIA JOINT BOARDWORKERS UNITED
22 S 22ND STREETPHILADELPHIAPA19103230971735LABOR UNIONPA501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (33 entries)

ALOFT HOTEL
ARAMARK AT LASALLE
ARAMARK CADILLAC GRI
ARAMARK CONVENTION C
ARAMARK ST JOSEPHS
ARAMARK STEINBERG CE
ARAMARK-TEMPLE ESPOS
CASE DESIGN
COMPASS GROUP NA D
DELAWARE WATERFRONT
DORCHESTER
EDDINGTON THREAD
FOUR POINTS BY SHERA
GROWTH HOSPITALITY M
HILTON GARDEN INN
HILTON PHILA PENN
HOLIDAY INN EXPRESS
KATI DILLS-PARADIES
METZ CULINARY MGMT
OTG MANAGEMENT PHL
PEN & PENCIL CLUB
PHILADELPHIA 201 HOT
PHILADELPHIA UNEMPLO
PRUDENT PROPERTY MAN
RITTENHOUSE CLARIDGE
SHERATON SUITES
SHERATON UNIVERSITY
SONESTA EXTRAS
SONESTA HOTEL
WARWICK HOTEL RITTEN
WELLS FARGO CENTER
WEST CHESTER UNIVERS
WYNDHAM PHILA HISTO
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PHILADELPHIA JOINT BOARD WORKERS UNITEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$153,141InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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