2023-10-02T09:49:17-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 231489866 LOCAL 274 HEALTH AND WELFARE FUND LOCA 8566162090 20 BRACE ROAD 114 CHERRY HILL NJ 08034 RICHARD MINTER UNION TRUSTEE 8566162090 2023-10-02 1 RICHARD MINTER 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-10-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD MINTER 22 S 22ND STREET PHILADELPHIA PA 19103 8570501 0 X N/A X 1950 PA THE EXEMPT PURPOSE OF LOCAL 274 HEALTH & WELFARE FUND IS TO PROVIDE FOR MEDICAL, SURGICAL, HOSPITAL, DEATH, DISABILITY, DENTAL, PRESCRIPTION, VISION AND ORTHOTIC BENEFITS TO THEIR MEMBERS OR DESIGNATED BENEFICIARIES. 6 4 2 0 0 0 0 0 5157333 6524292 395177 266301 29407 67764 5581917 6858357 0 0 5772012 5559247 165082 142838 0 0 0 579472 563101 6516566 6265186 -934649 593171 12969424 12329873 44012 39734 12925412 12290139 THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, SURGICAL, HOSPITALIZATION, DEATH, DISABILITY, DENTAL, PRESCRIPTION ,VISION AND ORTHOTIC BENEFITS TO ELIGIBLE MEMBERS. 0 0 THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, SURGICAL, HOSPITALIZATION, DEATH, DISABILITY, DENTAL, PRESCRIPTION ,VISION AND ORTHOTIC BENEFITS TO ELIGIBLE MEMBERS. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 1 3 0 2 1 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BENEFITS PROCESSING INC 8566162090 20 BRACE ROAD SUITE 114 CHERRY HILL NJ 08034 RONALD C GILBERT EMPLOYER TRUSTEE 2.00 X 0 0 0 RICHARD MINTER UNION TRUSTEE 2.00 40.00 X 0 10578 6043 LYNNE P FOX UNION TRUSTEE 2.00 40.00 X 0 0 7987 JO ANN BONGART EMPLOYER TRUSTEE 2.00 X 0 0 0 GINA WILSON UNION TRUSTEE 2.00 40.00 X 0 59825 16939 HOWARD FLAXMAN EMPLOYER TRUSTEE 2.00 X 0 0 0 0 70403 30969 0 0 0 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 CLAIMS ADMINSTRATION 363307 BENEFITS PROCESSING INC 20 BRACE RD STE 114 CHERRY HILL NJ 08034 THIRD PARTY ADMINISTRATOR 259633 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 ACCOUNTING 102500 3 EMPLOYER CONTRIBUTIONS 525100 6230805 6230805 EMPLOYEE & COBRA CONTRIB. 525100 293487 293487 6524292 270330 270330 1708115 1712144 -4029 -4029 -4029 OTHER INCOME 900099 67764 67764 67764 6858357 6592056 0 266301 5559247 114417 6595 15211 6615 259633 28362 102500 26272 48800 25758 51990 2688 1315 789 13501 REGULATORY FEES AND TAX 1493 6265186 21049 6694 1624097 2060087 890474 779205 16796 14812 255771 255771 789 0 7922244 7316678 1881975 1540397 612000 612000 12969424 12329873 44012 39734 44012 39734 X 0 0 0 0 12925412 12290139 12925412 12290139 12969424 12329873 593171 -1228444 0 X X 0 1 X 1 0 44615 44615 0 203022 203022 0 8134 8134 0 0 COMMON COLLECTIVE TRUST 1540397 F 1540397 X 5603641 -1228444 -1228444 6832085 26272 26272 6858357 6238914 0 6238914 26272 26272 6265186 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. FORM 990, PART VI, SECTION B, LINE 11B LOCAL 274 HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S THIRD PARTY ADMINISTRATOR. THE THIRD PARTY ADMINISTRATOR PRESENTS THE 990 TO THE FUND'S GOVERNING BODY FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 LOCAL 274 HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: LOCAL 274 HEALTH AND WELFARE FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. PHILADELPHIA JOINT BOARD LEGAL SERVICES TRUST FUND 22 S 22ND STREET MEZZANINE FLOOR PHILADELPHIA PA 19103 231457997 LEGAL SERVICES FUND PA 501(C)(9) 0 JOHN FOX SCHOLARSHIP FUND 22 S 22ND STREET MEZZANINE FLOOR PHILADELPHIA PA 19103 232652470 SCHOALRSHIP FUND PA 501(C)(3) 509(A)(2) 0 PHILADELPHIA JOINT BOARDWORKERS UNITED 22 S 22ND STREET PHILADELPHIA PA 19103 230971735 LABOR UNION PA 501(C)(5) 0 ALOFT HOTEL ARAMARK AT LASALLE ARAMARK CADILLAC GRI ARAMARK CONVENTION C ARAMARK ST JOSEPHS ARAMARK STEINBERG CE ARAMARK-TEMPLE DIAMO ARAMARK-TEMPLE ESPOS ARA-TEMPLE ESPOSITO CASE DESIGN COMPASS GROUP NA D DELAWARE WATERFRONT DORCHESTER EDDINGTON THREAD FOUR POINTS BY SHERA GROWTH HOSPITALITY M HILTON GARDEN INN HILTON PHILA PENN HOLIDAY INN EXPRESS KATI DILLS-PARADIES METZ CULINARY MGMT NEXCLAIM RECOVERIES OTG MANAGEMENT PHL PEN & PENCIL CLUB PHILADELPHIA 201 HOT PHILADELPHIA JOINT B PHILADELPHIA UNEMPLO PRUDENT PROPERTY MAN RITTENHOUSE CLARIDGE SHERATON SUITES SHERATON UNIVERSITY SODEXO DINING SERVIC SONESTA EXTRAS SONESTA HOTEL TUCS CLEANING SERV # WARWICK HOTEL RITTEN WELLS FARGO CENTER WEST CHESTER UNIVERS WYNDHAM PHILA HISTO 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 PHILADELPHIA JOINT BOARDWORKERS UNITED P 32266 FMV