2026-02-24T08:35:16-06:00 2025-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-07-01 060691728 TEAMSTERS LOCAL UNION NO 671 HEALTH SERVICES AND INSURANCE PLAN TEAM 8602430671 18 BRITTON DRIVE BLOOMFIELD CT 06002 ANTHONY LEPORE TRUSTEE 8602430671 2026-02-24 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-02-24 2024 2025-03-06 01:10:19Z ANTHONY LEPORE 18 BRITTON DRIVE BLOOMFIELD CT 06002 48361505 0 X HTTPS://ECOMMERCE.ISSISYSTEMS.COM/ISITE160/EREMIT X 1954 CT TO PROVIDE HEALTH AND WELFARE BENEFITS. 4 2 6 0 0 0 0 0 32492001 34078070 2437804 3556909 263479 309847 35193284 37944826 0 0 30118660 37308925 751198 730281 0 0 0 1307369 1401053 32177227 39440259 3016057 -1495433 80117523 84481169 4254101 6648648 75863422 77832521 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 TEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN (THE "PLAN") WAS ESTABLISHED JUNE 24, 1954 BY AN AGREEMENT BETWEEN TEAMSTERS LOCAL UNION NO. 671 OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN AND HELPERS OF AMERICA (THE UNION") AND CERTAIN EMPLOYERS WHO WERE PARTIES TO COLLECTIVE BARGAINING AGREEMENTS WITH THE UNION REQUIRING CONTRIBUTIONS TO THE PLAN (THE "PARTICIPATING EMPLOYERS"). THE PLAN WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS AND THEIR ELIGIBLE DEPENDENTS. THE PLAN PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND LIFE INSURANCE BENEFITS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1138 0 1 6 1 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 X JANICE L FENLASON 8602430671 18 BRITTON DRIVE BLOOMFIELD CT 06002 ANTHONY LEPORE TRUSTEE 2.00 40.00 X 0 193140 52945 ERIC DOWNER TRUSTEE 2.00 X 0 181289 52945 JEFFREY ISAACS TRUSTEE 2.00 X 0 0 0 FRANK MAXWELL TRUSTEE 2.00 X 0 0 0 JANICE FENLASON EXECUTIVE DIRECTOR 40.00 X 145442 0 55731 145442 374429 161621 1 0 1 0 ANTHEM 108 LEIGUS ROAD WALLINGFORD CT 06492 PPO; CLAIM REPRICING 521838 LABOR FIRST LLC 641 LEXINGTON AVE NEW YORK NY 10022 CONTRACT ADMINISTRATION 255437 BRIDGEWAY BENEFIT TECHNOLOGIES 3000 S LENOLA RD MAPLE SHADE NJ 08052 COMPUTER CONSULTING 153915 3 EMPLOYER CONTRIBUTIONS 480000 33721940 33721940 RETIREE CONTRIBUTIONS 480000 197622 197622 COBRA CONTRIBUTIONS 480000 158508 158508 34078070 2939423 2939423 11034165 10416679 617486 617486 617486 LIEN RIEMBURSEMENT 480000 177639 177639 SETTLEMENT INCOME 900099 132208 132208 309847 37944826 34387917 0 3556909 37308925 201173 273525 96806 122916 35861 39600 82325 142240 755996 105366 177664 50892 8827 2302 20868 PCORI FEE 12893 SERVICE AND MAINTENANCE 2080 39440259 3481669 1659197 713197 713577 3551554 3480892 215663 69135 266357 256023 10489 10334 72144951 78548034 80117523 84481169 115098 106426 465600 550029 3673403 5992193 4254101 6648648 X 0 0 0 0 75863422 77832521 75863422 77832521 80117523 84481169 -1495433 3464532 0 X X 0 1 X 1 0 19905 11076 8829 246452 244947 1505 10334 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 5801967 EMPLOYER CONTRIBUTION DEPOSIT 190226 5992193 X 41267118 3464532 3464532 37802586 142240 142240 37944826 36854082 0 36854082 142240 2443937 2586177 39440259 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN OBLIGATION 2,443,937. X 0 0 0 ANTHONY LEPORE TRUSTEE 0 187601 0 0 0 5539 0 22627 0 30318 0 246085 0 0 ERIC DOWNER TRUSTEE 0 178668 0 0 0 2621 0 22627 0 30318 0 234234 0 0 JANICE FENLASON EXECUTIVE DIRECTOR 145442 0 0 0 0 0 24557 0 31174 0 201173 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR, BY THE TRUSTEE SIGNING THE RETURN, AND BY LEGAL COUNSEL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THE FUND'S MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. TEAMSTERS LOCAL UNION 671 22 BRITTON DRIVE BLOOMFIELD CT 06002 060400878 UNION OFFICE CT 501 C 5 0 ABF FREIGHT SYSTEM INC ALLAN S GOODMAN INCEDER BROS ALL-STAR TRANSPORTATION LLC WOLCOTT ARROW LINE ACQUISITION LLC CREC CT TRANSIT DHL EXPRESS ESTUARY TRANSIT DISTRICT FIRST STUDENT INC HUDSON RPM KEYSTONE PAPERMILLROCK PACKAGING MARLBOROUGH PUBLIC SCHOOLS POD'S MOVING & STORAGE ST MARY HOME TOWN OF BLOOMFIELD PUBLIC WORKS TOWN OF ENFIELD UNITED PARCEL SERVICE VERITIV (GOLD PLAN) WINDHAM REGION TRANSIT DISTRICT 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 TEAMSTERS LOCAL UNION 671 K 44103 FMV