2019-11-14T07:34:38-06:00 2018-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2018-01-01 066069081 AMALGAMATED WELFARE TRUST FUND AMAL 2032264751 290 POST ROAD WEST PO BOX 470 WESTPORT CT 068810470 THOMAS WILKINSON UNION TRUSTEE 2032264751 2019-11-14 1 LOUIS VERZELLA CPA P00360279 6106689400 2019-10-29 162.211.205.39 2019-11-14 07:33:43 ES P 19998950A844A1ED5F18EB360E4E9E4F9906FFA9 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2018 2020-03-31 21:24:44Z THOMAS WILKINSON 290 POST ROAD WEST PO BOX 470 WESTPORT CT 068810470 34952879 0 X N/A X 1959 CT TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 8 4 8 0 0 0 0 0 27312448 29300063 2374800 1352302 0 0 29687248 30652365 0 0 25642998 26165331 714910 698672 0 0 0 2027870 1999985 28385778 28863988 1301470 1788377 43190081 43779549 4869299 5234422 38320782 38545127 TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 0 0 TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 0 0 0 0 0 0 0 0 0 1 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 8 0 1 8 1 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THOMAS WILKINSON 2032264751 290 POST ROAD WEST WESTPORT CT 068810470 THOMAS WILKINSON UNION TRUSTEE 2.00 X 0 247570 34207 RONALD PETRONELLA UNION TRUSTEE 2.00 X 0 234580 31259 BRIAN TRUINI UNION TRUSTEE 2.00 X 0 194179 37546 KERI HOEHNE UNION TRUSTEE 2.00 X 0 134771 26221 STEPHEN BROWN EMPLOYER TRUSTEE 2.00 X 0 0 0 JOEL BOONE EMPLOYER TRUSTEE 2.00 X 0 0 0 JASON PARADIS EMPLOYER TRUSTEE 2.00 X 0 0 0 PAT DURNING EMPLOYER TRUSTEE 2.00 X 0 0 0 0 811100 129233 0 0 1 0 CIGNA 44 WHIPPANY RD MORRISTOWN NJ 07072 NETWORK ACCESS 697465 MAXON COMPANY 76 NORTH BROADWAY IRVINGTON NY 10533 CLAIMS PROCESSING 490340 2 EMPLOYER CONTRIBUTIONS 525100 27746959 27746959 PARTICIPANT AND RETUREE CONTRIBUT 525100 1553104 1553104 29300063 849110 849110 4803706 4300514 503192 503192 503192 30652365 29300063 0 1352302 26165331 457159 113127 84158 44228 83017 117208 73795 1277595 180858 70463 137166 17660 1543 39136 CONNECTICUT PERSONAL PR 1544 28863988 712484 6121617 4577148 926944 642127 33758 33057 124882 124235 2190 647 25500489 27134608 10584633 10659028 20450 20450 43190081 43779549 4869299 183749 0 5050673 4869299 5234422 X 0 0 0 0 38320782 38545127 38320782 38545127 43190081 43779549 1788377 -1564032 0 X X 0 1 X 1 0 108660 108660 0 16222 15575 647 647 U.S. REAL ESTATE INVESTMENT FUND LLC 1856197 F STATE OF ISRAEL BONDS 300000 F 290 POST ROAD WEST CORP 8502831 F 10659028 BENEFIT OBLIGATION 5050673 5050673 X 29014538 -1564032 -1564032 30578570 73795 73795 30652365 28425982 0 28425982 73795 364211 438006 28863988 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 PLAN. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHNAGE IN BENEFIT OBLIGATION 364,211. 0 0 0 THOMAS WILKINSON UNION TRUSTEE 0 247570 0 0 0 0 0 17727 0 16480 0 281777 0 0 RONALD PETRONELLA UNION TRUSTEE 0 234580 0 0 0 0 0 17204 0 14055 0 265839 0 0 BRIAN TRUINI UNION TRUSTEE 0 194179 0 0 0 0 0 24577 0 12969 0 231725 0 0 KERI HOEHNE UNION TRUSTEE 0 134771 0 0 0 0 0 13017 0 13204 0 160992 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT STATES HE/SHEE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DUCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDDENT ACCOUNT. NO CHANGE FROM PRIOR YEAR. 290 POST ROAD WEST CORP 290 POST ROAD PO BOX 470 WESTPORT CT 068810470 061318049 TITLE HOLDING CORP CT 501(C)(2) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 371 290 POST ROAD PO BOX 470 WESTPORT CT 068810470 060605499 LABOR ORGANZIATION CT 501(C)(5) 0 ACME ALBERTSON'S BOGOPA CARL'S BONED CHICKEN COUNTY DISTRIBUTORS HARTFORD PROVISION BRISTOL 0211 HARBORSIDE WILLOWS HEALTH KINGS SUPER MARKET HOT TOPSLAHINCH MANCHESTER PACKING SHOP RITEMILLER FARMS SHOP RITEMILFORD GARAFALO SHOP RITEJOSEPH FAMILY STAMFORD PLAZA & HOTEL PEA POD HOME DELIVERY STOP & SHOP - OTHER WATERBURY EXT APPLE WHITNEY MANOR WESTPORT INN 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 290 POST ROAD WEST CORP K 137166 FMV