2025-11-07T16:32:23-06:00 2024-12-31 611456956 NOVAK FRANCELLA LLC 40 MONUMENT ROAD 5TH FLOOR BALA CYNWYD PA 19004 990 2024-01-01 116490308 INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH AND WELFARE FUND INTE 5167415564 555 WESTBURY AVENUE CARLE PLACE NY 11514 ROBERT M VELLA JR ADMINISTRATOR 5167415564 2025-11-07 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-11-07 2024 2025-03-06 01:10:19Z ROBERT M VELLA JR 555 WESTBURY AVENUE CARLE PLACE NY 11514 311598149 0 X N/A X 1998 NY THE FUND PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION COVERAGE) FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS. 5 2 0 0 0 0 0 0 204368847 222686462 2845575 6567944 0 0 207214422 229254406 0 0 203403796 226229948 0 0 0 0 0 1394161 1508804 204797957 227738752 2416465 1515654 48514654 52927631 26813351 29886658 21701303 23040973 THE FUND PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION COVERAGE) FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS. 0 0 PROVIDING HEALTH BENEFITS TO ITS MEMBERS. 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 3 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT M VELLA JR 5167415564 555 WESTBURY AVENUE CARLE PLACE NY 11514 ROBERT P VELLA UNION TRUSTEE 1.00 39.00 X 0 819568 193831 RICHARD DOMBROWSKI UNION TRUSTEE 1.00 39.00 X 0 980253 358624 RODDY AZMOUN EMPLOYER TRUSTEE 1.00 1.00 X 0 0 0 YEHUDA JAY HEFTER EMPLOYER TRUSTEE 1.00 1.00 X 0 0 0 ROBERT M VELLA JR FUND ADMINISTRATOR 1.00 39.00 X 0 980392 258635 ROBERT SCALZA EMPLOYEE 1.00 39.00 X 0 948041 150090 ALFRED NAPOLITANO EMPLOYEE 1.00 39.00 X 0 920259 176316 JOSEPH VELLA EMPLOYEE 1.00 39.00 X 0 264320 25527 KEVIN WATTS EMPLOYEE 1.00 39.00 X 0 186990 41907 0 5099823 1204930 0 0 1 0 DANIEL H COOK ASSOCIATES 253 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 CLAIMS PROCESSING 7059469 ANTHEM BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 10006 CLAIMS PROCESSING 2229636 HERCULES HEALTH TECHNOLOGIES LLC 251 LITTLE FALLS DRIVE WILMINGTON DE 19808 CLAIMS PROCESSING 1349254 EMPIRX HEALTH 155 CHESTNUT RIDGE RD 103 MONTVALE NJ 07645 CLAIMS PROCESSING 491150 JANNEY MONTGOMERY SCOTT 1001 FRANKLIN AVE 202 GARDEN CITY NY 11530 INVESTMENT CONSULTANTS 325910 5 EMPLOYER CONTRIBUTIONS 900099 222686462 222686462 222686462 1318850 1318850 87592837 82343743 5249094 5249094 5249094 229254406 222686462 0 6567944 X 226229948 53730 33800 325910 51836 19028 705 1002282 21513 227738752 3723303 1260528 6802200 9365395 4194228 4163841 33789309 38132253 5614 5614 48514654 52927631 2283 76712 26811068 29809946 26813351 29886658 X 0 0 0 0 21701303 23040973 21701303 23040973 48514654 52927631 1515654 -175984 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 29809946 29809946 X 228752512 -175984 -175984 228928496 325910 325910 229254406 224413964 0 224413964 325910 2998878 3324788 227738752 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 2998878. X 0 0 0 RICHARD DOMBROWSKI UNION TRUSTEE 0 980253 0 0 0 0 0 336690 0 21934 0 1338877 0 0 ROBERT M VELLA JR FUND ADMINISTRATOR 0 980392 0 0 0 0 0 223098 0 35537 0 1239027 0 0 ROBERT SCALZA EMPLOYEE 0 948041 0 0 0 0 0 135000 0 15090 0 1098131 0 0 ALFRED NAPOLITANO EMPLOYEE 0 920259 0 0 0 0 0 135000 0 41316 0 1096575 0 0 ROBERT P VELLA UNION TRUSTEE 0 819568 0 0 0 0 0 177376 0 16455 0 1013399 0 0 JOSEPH VELLA EMPLOYEE 0 264320 0 0 0 0 0 22541 0 2986 0 289847 0 0 KEVIN WATTS EMPLOYEE 0 186990 0 0 0 0 0 28066 0 13841 0 228897 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD DOMBROWSKI, ROBERT M. VELLA, & ALFRED NAPOLITANO ARE BROTHERS-IN-LAW. ROBERT P. VELLA IS THE SON OF ROBERT M. VELLA (ADMINISTRATOR). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE FUND TRUSTEES FOR APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THIS IS DONE ANNUALLY AT THE BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED TO INDUSTRY STANDARDS AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART IX, LINE 11G FEES MANDATED BY ACA 51836. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AS WELL AS FOR THE OVERSIGHT OF THE AUDIT. 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