2026-02-16T13:30:01-06:00 2025-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-05-01 912036994 IUPAT DISTRICT COUNCIL NO 21 WELFARE FUND IUPA 2159345130 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 191541297 BERNARD SNYDER TRUSTEE 2159345130 2026-02-16 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-02-16 2024 2025-03-06 01:10:19Z BERNARD SNYDER 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 191541297 213811288 0 X N/A X 1950 PA THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 28 14 24 0 0 0 0 0 58614448 95240670 1908021 4766632 270783 438373 60793252 100445675 0 0 56331682 102301055 1173793 1272792 0 0 0 1030762 1576525 58536237 105150372 2257015 -4704697 98209171 93154636 1038574 772041 97170597 92382595 THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 22 0 24 1 0 0 0 0 0 0 0 0 X 28 14 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X TRUSTEES 2159345130 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 SAM ANDRA EMPLOYER CO-CHAIRMAN 2.00 X 0 0 0 MICHAEL THURMAN EMPLOYER TRUSTEE 2.00 X 0 0 0 PAUL TSOUROUS EMPLOYER TRUSTEE 2.00 X 0 0 0 CARL POSTUPAK EMPLOYER TRUSTEE 2.00 X 0 0 0 ROBERT GRIFFITHS UNION TRUSTEE (P) 2.00 40.00 X 0 125290 111371 MATT TRZASKA UNION TRUSTEE 2.00 40.00 X 0 176973 135237 FRANCIS MCLAUGHLIN UNION CO-CHAIRMAN (P) 2.00 40.00 X 0 117005 103745 MICHAEL LAUGHLIN UNION TRUSTEE 2.00 40.00 X 0 176834 135507 MICHAEL VALCO UNION TRUSTEE 2.00 40.00 X 0 148610 115542 MATT CORTEZ UNION TRUSTEE 2.00 40.00 X 0 170834 129304 MICHELE GEORGETTI EMPLOYER CO-CHAIRMAN 2.00 X 0 0 0 AJ CASPARRO UNION TRUSTEE 2.00 40.00 X 0 154976 120671 BERNIE SNYDER UNION CO-CHAIRMAN 2.00 X 0 188142 140400 CATIE SCOTT EMPLOYER TRUSTEE 2.00 X 0 0 0 LISA GODLEWSKI EMPLOYER TRUSTEE 2.00 X 0 0 0 RONALD KUDLA EMPLOYER TRUSTEE 2.00 X 0 0 0 TOM SULKOWSKI EMPLOYER TRUSTEE 2.00 X 0 0 0 PAUL MIRAGLIA UNION TRUSTEE 2.00 40.00 X 0 137128 110544 JOE WEISS UNION TRUSTEE 2.00 40.00 X 0 143481 104172 ALBERT GALVEZ UNION TRUSTEE 2.00 40.00 X 0 166091 110913 JOHN MARINO UNION TRUSTEE 2.00 40.00 X 0 173385 112053 EMILIO MURACCHIOLI UNION TRUSTEE 2.00 40.00 X 0 153408 101529 JAMES KEARNS UNION TRUSTEE 2.00 40.00 X 0 154520 102637 DAVID REZES UNION TRUSTEE 2.00 40.00 X 0 152455 102637 ANDY SINGH EMPLOYER TRUSTEE 2.00 X 0 0 0 THOMAS CIRIGNANO EMPLOYER TRUSTEE 2.00 X 0 0 0 STEVEN LEWIS EMPLOYER TRUSTEE 2.00 X 0 0 0 IAN JOSLOFF EMPLOYER TRUSTEE 2.00 X 0 0 0 MICHAEL MARTINO EMPLOYER TRUSTEE 2.00 X 0 0 0 BRIAN DRUCKS EMPLOYER TRUSTEE 2.00 X 0 0 0 MICHAEL PREVITERA FUND ADMINISTRATOR 31.00 9.00 X 125537 56996 128414 125537 2396128 1864676 1 0 1 0 ALLIED TRADES ASSISTANCE PROGRAM 4170 WOODHAVEN RD PHILADELPHIA PA 19154 ASSISTANCE PROGRAM 1294905 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19004 CLAIMS PROCESSING 976845 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 NURSING SERVICES 477886 BRIDGEWAY BENEFIT TECHNOLOGIES 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 IT CONSULTANT 325792 BENECARD SERVICES 3131 PRINCETON PIKE BLDG 2B SUITE 1 LAWRENCEVILLE NJ 08648 PHARMACY BENEFITS MANAGER 252100 7 EMPLOYER CONTRIBUTIONS 525100 90572976 90572976 PARTICIPANT CONTRIBUTIONS 525100 4667694 4667694 95240670 2835983 2835983 115296262 113365613 1930649 1930649 1930649 ADMIN EXPENSE REIMBURSEMENTS 900099 341826 341826 OTHER INCOME 900099 94525 94525 SECURITIES LITIGATION SETTLEMENTS 900099 2022 2022 438373 100445675 95582496 0 4863179 102301055 781654 199752 226068 65318 263962 246420 191607 50330 169743 455384 77737 15677 14445 21576 43316 FEES MANDATED BY ACA 26328 105150372 2184191 784509 12848750 4320327 11525923 12802237 639004 541390 437874 331689 112306 106185 66453326 69401398 4445671 5198590 98209171 93154636 380050 177097 425888 362308 232636 232636 1038574 772041 X 0 0 0 0 97170597 92382595 97170597 92382595 98209171 93154636 -4704697 -83305 0 X X 0 1 X 1 0 86182 25575 60607 234973 214540 20433 116719 91574 25145 106185 ACCRUED INTEREST 481387 DUE FROM RELATED PARTIES 636706 DEPOSITS 2469435 PRESCRIPTION REBATES 893075 STOP LOSS REIMBURSEMENTS 717987 5198590 EMPLOYER DEPOSIT 232636 232636 X 99846937 -83305 -83305 99930242 173607 341826 515433 100445675 104634939 0 104634939 173607 341826 515433 105150372 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 XI, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE REIMBURSEMENTS 341,826. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE REIMBURSEMENTS 341,826. 0 0 0 BERNIE SNYDER UNION CO-CHAIRMAN 0 188142 0 0 0 0 0 108520 0 31880 0 328542 0 0 MICHAEL LAUGHLIN UNION TRUSTEE 0 176834 0 0 0 0 0 104034 0 31473 0 312341 0 0 MATT TRZASKA UNION TRUSTEE 0 176973 0 0 0 0 0 104076 0 31161 0 312210 0 0 MICHAEL PREVITERA FUND ADMINISTRATOR 125537 56996 0 0 0 0 69735 27344 22509 8826 217781 93166 0 0 MATT CORTEZ UNION TRUSTEE 0 170834 0 0 0 0 0 99099 0 30205 0 300138 0 0 JOHN MARINO UNION TRUSTEE 0 173385 0 0 0 0 0 85292 0 26761 0 285438 0 0 ALBERT GALVEZ UNION TRUSTEE 0 166091 0 0 0 0 0 84274 0 26639 0 277004 0 0 AJ CASPARRO UNION TRUSTEE 0 154976 0 0 0 0 0 90269 0 30402 0 275647 0 0 MICHAEL VALCO UNION TRUSTEE 0 148610 0 0 0 0 0 85201 0 30341 0 264152 0 0 JAMES KEARNS UNION TRUSTEE 0 154520 0 0 0 0 0 76243 0 26394 0 257157 0 0 DAVID REZES UNION TRUSTEE 0 152455 0 0 0 0 0 76243 0 26394 0 255092 0 0 EMILIO MURACCHIOLI UNION TRUSTEE 0 153408 0 0 0 0 0 75135 0 26394 0 254937 0 0 PAUL MIRAGLIA UNION TRUSTEE 0 137128 0 0 0 0 0 79789 0 30755 0 247672 0 0 JOE WEISS UNION TRUSTEE 0 143481 0 0 0 0 0 80780 0 23392 0 247653 0 0 ROBERT GRIFFITHS UNION TRUSTEE (P) 0 125290 0 0 0 0 0 79659 0 31712 0 236661 0 0 FRANCIS MCLAUGHLIN UNION CO-CHAIRMAN (P) 0 117005 0 0 0 0 0 76017 0 27728 0 220750 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES HAVE DELEGATED THE MANAGEMENT OF THE FUND TO AN ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE FUND ADMINISTRATOR AND TRUSTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FUND'S TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. 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