2016-10-12T16:25:03-05:00 2015-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2015-01-01 231613860 IBEW #654 H & W FUND TRUSTEES IBEW 8567730868 27 ROLAND AVENUE SUITE 200 No 200 MOUNT LAUREL NJ 080541038 william adams trustee 6104942820 2016-10-12 1 Louis Verzella CPA P00360279 6106689400 2016-10-06 2015 2017-02-10 21:41:12Z william adams 3729 CHICHESTER AVENUE BOOTHWYN PA 190613135 21943200 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 MEMEBERS. 8 5 7 0 0 0 0 0 7400541 8333042 279434 166196 0 0 7679975 8499238 0 0 6341977 6747438 0 0 0 0 0 304882 332773 6646859 7080211 1033116 1419027 8349475 9977357 43979 322918 8305496 9654439 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 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 0 0 7 1 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 107657 60168 JOHN BONDROWSKI UNION TRUSTEE 1.00 X 0 0 0 JEFFREY SCARPELLO ESQ MANAGEMENT TRUSTEE 1.00 40.00 X 0 422296 68635 PAUL MULLEN uNION TRUSTEE 1.00 40.00 X 0 121699 67685 anthony ennis mANAGEMENT TRUSTEE 1.00 X 0 0 0 robert hobbs mANAGEMENT TRUSTEE 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 0 651652 196488 0 0 1 0 Frank M Vaccarro & Associates 27 Roland Avenue Suite 200 MOUNT LAUREL NJ 08054 ADMINISTRATOR 245962 1 EMPLOYER CONTRIBUTIONS 525100 8206249 8206249 COBRA & DIRECT PAY CONTRIBUTIONS 525100 126793 126793 8333042 157586 157586 13452572 13443962 8610 8610 8610 8499238 8333042 0 166196 6747438 24398 14693 19328 262157 7503 1195 972 regulatory fees and tax 2527 7080211 167428 49985 1012353 1861095 659059 798969 10166 10541 6443601 7160553 56868 96214 8349475 9977357 7439 1232 1569 3114 34971 318572 43979 322918 X 0 0 0 0 8305496 9654439 8305496 9654439 8349475 9977357 1419027 -70084 0 X X 0 1 X 1 0 0 RECIPROCAL PAYABLE 318572 318572 X 8409826 -70084 -70084 8479910 19328 19328 8499238 7060883 0 7060883 19328 19328 7080211 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 107657 0 0 0 0 0 32229 0 27939 0 167825 0 0 JEFFREY SCARPELLO ESQ MANAGEMENT TRUSTEE 0 360000 0 60000 0 2296 0 39000 0 29635 0 490931 0 0 PAUL MULLEN uNION TRUSTEE 0 121699 0 0 0 0 0 36433 0 31252 0 189384 0 0 Form 990, Part VI, Section B, line 11 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 VII WILLIAM ADAMS - 3729 CHICHESTER AVENUE, BOOTHWYN, PA 19061-3135. JOHN BONDROWSKI - 104 DOUGHERTY LANE, ASTON, PA 19014. JEFFREY SCARPELLO, ESQ. - 2003 renaissance blvd., king of prussia, PA 19406. PAUL MULLEN - 3729 CHICHESTER AVENUE, BOOTHWYN, PA 19061-3135. anthony ennis - 333 WINTHROP STREET, SOUTH WILLIAMSPORT, PA 17702. KEVIN MCDEVITT - 812 MONTBARD DRIVE, WEST CHESTER, PA 19382. charles macdonald - 994 old eagle school rd, wayne, PA 19087. 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. 6 FORMS W-2 WERE FILE FOR THE 2014 TAX PERIOD. IBEW LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN 27 ROLAND AVE C/O FRANK M VACCARO A MOUNT LAUREL NJ 080541038 236538183 PENSION FUND PA 401 (A)/ 501 (A) 0 IBEW LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 27 ROLAND AVE C/O FRANK M VACCARO A MOUNT LAUREL NJ 080541038 236538183 PENSION FUND PA 401 (A)/ 501 (A) 0 IBEW LOCAL 654 3729 CHICHESTER AVENUE BOOTHWYN PA 19061 236293543 LABOR UNION PA 501(c)(5) 0 PENN DEL JERSEY CHPATER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 BUSINESS LEAGEUE PA 501(c)(6) 0 ACE ELECTRIC CONTRACTING ADAMS ELECTRICAL CONTRUCTION AJM ELECTRIC INC ALBARELL ELECTRIC INC AMBER ELECTRIC CONSTRUCTION ARRELL & SNOW ELECTRICAL B LAWRENCE ELECTRIC INC BELLES ELECTRICT CONTRACTORS LLC BILLITIER ELECTRIC INC BUILDING CONTROL SYSTEMS CAD ELECTRIC INC CAHILL CONTROLS INC CARR & DUFF INC CHARLES H MACDONALD ELEC DC ELECTRIC INC DAY & ZIMMERMANN NPS INC DEVON ELECTRIC INC DONALD A PUSEY INC EVETS ELECTRIC INC FLEMINGTON INDUSTRIES CO FORD BROTHERS ELECTRICAL GENERAL CONTROLS INC GOLDHORN ELEC CONST GOLDSMITH ASSOCIATES INC HB FRAZER CO HAMPTON TECHNOLOGIES INC HARRISON ELECTRIC LLC HATZEL & BUEHLER INC HOBBS AND COMPANY INC J R METZGER INC JJ WHITE INC JW CARRIGAN INC JOSEPH MADDEN ELEC CON JOULE ELECTRIC LLC JT ELECTRIC LLC JUDGE ELECTRICAL INC LEX ELECTRIC CO INC LINCOLN WAY ELECTRIC INC LMI ELECTRIC INC MARYLAND ELECTRIC MATRIX SERVICES MBR CONSTRUCTION MCGOLDRICK ELECTRIC INC MIRARCHI BROTHERS INC MJF ELECTRICAL CONTRACTING INC NOOTER CONSTRUCTION PAGODA ELEC & MECH INC PARAMOUNT ELECTRICAL SERVICES PECA ELECTRIC CORP PETER D FURNESS ELECTRIC PINNACLE CONTROL SYSTEMS LLC PRECISION ELECTRICAL R & A ELECTRIC INC RAFF ELECTRIC INC RAY ANGELINI INC RIGGS DISTLER & CO INC SKYLINE ELECTRICAL CONTRACTING SMITH & SON ELECTRIC LLC STRADDICK ELECTRIC SUPERIOR ELECTRIC SERVICE THE WILLIAMS GROUP ELECTCONT TOWNES MECHANICAL CONTRACTORS TRACE ELECTRICAL SERVICES AND TESTING UNION ELEC CONTR CO VASOLI ELEC CO INC WADE CONSULTING INC WHITEMARSH ELECT CONSTRUCTION WILLIAM H CLINGER CORP 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0