2012-10-12T12:14:51-05:00 2011-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2011-01-01 231613860 IBEW #654 H & W FUND TRUSTEES IBEW 8567730868 27 ROLAND AVENUE NO 200 MOUNT LAUREL NJ 080541038 WILLIAM ADAMS 6104942820 2012-10-12 LOUIS VERZELLA CPA P00360279 6106689400 2012-10-12 2011 2016-02-24 21:20:13Z WILLIAM ADAMS 3729 CHICHESTER AVENUE BOOTHWYN PA 190613135 16819234 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 8 9 0 0 0 0 0 6422547 6439079 239626 238768 0 0 6662173 6677847 0 0 6705770 5985844 0 0 0 0 0 112915 220122 6818685 6205966 -156512 471881 6334462 6847852 27841 68530 6306621 6779322 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 1 0 0 0 1 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 0 1 13 0 9 1 0 0 0 0 0 0 X 8 8 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 X WILLIAM ADAMS 1.00 X 0 0 0 JOHN BONDROWSKI 1.00 X 0 0 0 JEFFREY SCARPELLO ESQ 1.00 X 0 0 0 PAUL MULLEN 1.00 X 0 0 0 ANTHONY ENNIS 1.00 X 0 0 0 ROBERT HOBBS 1.00 X 0 0 0 MICHAEL CLINGER 1.00 X 0 0 0 KEVIN MCDEVITT 1.00 X 0 0 0 CHARLES MACDONALD 1.00 X 0 0 0 JAMES COYLE 1.00 X 0 0 0 0 0 0 0 0 0 0 FRANK M VACCARRO & ASSOCIATES 27 ROLAND AVENUE SUITE 200 MOUNT LAUREL NJ 08054 ADMINISTRATOR 113234 1 EMPLOYER CONTRIBUTIONS 525100 6194305 6194305 COBRA & DIRECT PAY CON 525100 227522 227522 COBRA SUBSIDY 525100 17252 17252 6439079 165476 165476 10214679 10141387 73292 73292 73292 6677847 6512371 0 165476 5985844 54443 15842 15009 123234 5720 3631 2243 6205966 24019 19505 923242 1160590 640404 788719 14504 11141 4669341 4807476 62952 60421 6334462 6847852 10191 21060 17650 47470 27841 68530 X 0 0 0 0 6306621 6779322 6306621 6779322 6334462 6847852 X 471881 820 X X 0 1 1 X 0 0 RECIPROCAL PAYABLE 16940 DUE TO BROKER 30333 DUE TO OTHER 197 47470 6677847 6205966 471881 820 820 472701 6663658 820 820 6662838 15009 15009 6677847 6190957 0 6190957 15009 15009 6205966 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 820. 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. 11 FORMS W-2 WERE FILE FOR THE 2011 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 JR METZGER INC 3101 CONCORD RD ASTON PA 19014 231745444 ELECTRICAL CONTRACTOR PA C WILLIAM H CLINGER CORP 736 BALTIMORE PIKE CONCORDVILLE PA 19331 231538466 ELECTRICAL CONTRACTOR PA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0