2025-10-15T16:49:53-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 231489866 LOCAL 274 HEALTH AND WELFARE FUND LOCA 8566162090 20 BRACE ROAD 114 CHERRY HILL NJ 08034 RICHARD MINTER UNION TRUSTEE 8566162090 2025-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-08 2024 2025-03-06 01:10:19Z RICHARD MINTER 22 S 22ND STREET PHILADELPHIA PA 19103 11526509 0 X N/A X 1950 PA THE 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. 6 5 4 0 0 0 0 0 7938197 9054692 375060 727625 0 0 8313257 9782317 0 0 5811658 7826329 177157 166250 0 0 0 693068 847983 6681883 8840562 1631374 941755 17644880 19096766 152737 179387 17492143 18917379 THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, SURGICAL, HOSPITALIZATION, DEATH, DISABILITY, DENTAL, PRESCRIPTION, VISION AND ORTHOTIC BENEFITS TO ELIGIBLE MEMBERS. 0 0 THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, SURGICAL, HOSPITALIZATION, DEATH, DISABILITY, DENTAL, PRESCRIPTION, VISION AND ORTHOTIC BENEFITS TO ELIGIBLE MEMBERS. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 4 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BENEFITS PROCESSING INC 8566162090 20 BRACE ROAD SUITE 114 CHERRY HILL NJ 08034 GINA WILSON UNION TRUSTEE 2.00 40.00 X 0 65050 18417 LYNNE P FOX UNION TRUSTEE 2.00 40.00 X 0 0 0 RICHARD MINTER UNION TRUSTEE 2.00 40.00 X 0 0 0 JO ANN BONGART EMPLOYER TRUSTEE 2.00 X 0 0 0 HOWARD FLAXMAN EMPLOYER TRUSTEE 2.00 X 0 0 0 RONALD C GILBERT EMPLOYER TRUSTEE 2.00 X 0 0 0 0 65050 18417 0 0 0 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 CLAIMS ADMINISTRATION 363688 BENEFITS PROCESSING INC 20 BRACE RD STE 114 CHERRY HILL NJ 08034 THIRD PARTY ADMINISTRATOR 288497 INDEPENDENCE ADMINISTRATORS 1900 MARKET STREET PHILADELPHIA PA 19103 CLAIMS ADMINISTRATION 220823 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS STREET SUITE 400 BALTIMORE MD 21227 RECORD KEEPING AND INFO MANAGEMENT 121026 4 EMPLOYER CONTRIBUTIONS 525100 8702499 8702499 EMPLOYEE & COBRA CONTRIB. 525100 334178 334178 OTHER INCOME 525100 18015 18015 9054692 529417 529417 1942400 1744192 198208 198208 198208 9782317 9054692 0 727625 7826329 142575 7224 8417 8034 405215 36613 100000 44119 58742 42145 129522 2531 5853 4141 16901 REGULATORY FEES AND TAX 2201 8840562 10060 123026 3680424 4452509 1010907 1088590 40283 31734 283795 277718 10218 6077 9492862 10010665 2653026 3092065 747100 292100 17644880 19096766 124885 179387 27852 0 152737 179387 X 0 0 0 0 17492143 18917379 17492143 18917379 17644880 19096766 941755 483481 0 X X 0 1 X 1 0 44615 44615 0 229456 223379 6077 9724 9724 0 6077 COMMON COLLECTIVE TRUST 3092065 F 3092065 X 10221679 483481 483481 9738198 44119 44119 9782317 8796443 0 8796443 44119 44119 8840562 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. FORM 990, PART VI, SECTION B, LINE 11B LOCAL 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 19 LOCAL 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. PHILADELPHIA JOINT BOARD LEGAL SERVICES TRUST FUND 22 S 22ND STREET MEZZANINE FLOOR PHILADELPHIA PA 19103 231457997 LEGAL SERVICES FUND PA 501(C)(9) 0 JOHN FOX SCHOLARSHIP FUND 22 S 22ND STREET MEZZANINE FLOOR PHILADELPHIA PA 19103 232652470 SCHOALRSHIP FUND PA 501(C)(3) 509(A)(2) 0 PHILADELPHIA JOINT BOARDWORKERS UNITED 22 S 22ND STREET PHILADELPHIA PA 19103 230971735 LABOR UNION PA 501(C)(5) 0 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 PHILADELPHIA JOINT BOARD WORKERS UNITED P 153141 FMV