2023-08-14T09:31:52-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 231457997 PHILADELPHIA JOINT BOARD WELFARE FUND PHIL 2157519770 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 ANNE MARIE ZAREN TRUSTEE 2157519770 2023-08-14 1 ANNE MARIE ZAREN 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-08-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNE MARIE ZAREN 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 392456 0 X N/A X 1950 PA THE PLAN PROVIDES REIMBURSEMENT FOR VISION AND DENTAL SERVICES, AND SCHOLARSHIPS FOR HIGHER EDUCATION TO FORMER REUBEN BLOCK HEALTH FUND MEMBERS. THE PLAN ALSO PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED. 6 3 0 0 0 0 0 0 20684 24955 117846 -3149 0 0 138530 21806 0 0 41566 46311 0 0 0 0 0 82085 100183 123651 146494 14879 -124688 2985383 2257055 23586 13911 2961797 2243144 THE PLAN PROVIDES REIMBURSEMENT FOR VISION AND DENTAL SERVICES, AND SCHOLARSHIPS FOR HIGHER EDUCATION TO FORMER REUBEN BLOCK HEALTH FUND MEMBERS. THE PLAN ALSO PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED. 0 0 LEGAL SERVICES VISION AND DENTAL REIMBURSEMENTS COLLEGE SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 0 1 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 1 3 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X FUND OFFICE 2157519770 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 LYNNE P FOX UNION TRUSTEE 1.00 40.00 X 0 0 7987 GINA WILSON UNION TRUSTEE 1.00 40.00 X 0 59825 16939 ANTHONY D'ALESSANDRO EMPLOYER TRUSTEE 1.00 X 0 0 0 RICHARD MINTER UNION TRUSTEE 1.00 40.00 X 0 10578 6043 ANNE MARIE ZAREN UNION TRUSTEE 1.00 40.00 X 0 69850 19850 MARK HILDEBRANDT EMPLOYER TRUSTEE 1.00 X 0 0 0 0 140253 50819 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 24955 24955 24955 41726 41726 325775 370650 -44875 -44875 -44875 21806 24955 0 -3149 46311 5500 16826 24266 553 6220 ALLOCATED ADMINISTRATIV 46787 FEES MANDATED BY ACA 31 146494 52297 40478 3143 806 0 4889 2801125 2068459 128818 142423 2985383 2257055 13844 13529 9742 382 23586 13911 X 0 0 0 0 2961797 2243144 2961797 2243144 2985383 2257055 -124688 -593965 0 X X 0 1 X 1 0 0 PRIVATE PLACEMENT STOCK 142423 F 142423 DUE TO PJB WORKERS UNITED 382 382 X -596425 -593965 -593965 -2460 24266 24266 21806 122228 0 122228 24266 24266 146494 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THE PHILADELPHIA JOINT BOARD WELFARE FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PHILADELPHIA JOINT BOARD WELFARE FUND FORM 990 IS FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE PHILADELPHIA JOINT BOARD WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PHILADELPHIA JOINT BOARD WELFARE FUND BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT THAT PERFROMS THE AUDIT PHILADELPHIA JOINT BOARD WORKERS UNITED 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 230971735 LABOR ORGANZIATION PA 501(C)(5) 0 LOCAL 274 HEALTH AND WELFARE FUND 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 231489866 TO PROVIDE HEALTH AND WELLNESS BENEFIT TO MEMBERS PA 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0