2024-10-08T16:12:58-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 232024270 TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAM 5708233121 PO BOX 1420 WILKESBARRE PA 18701 SCOTT KUCHARSKI TRUSTEE 5708233121 2024-10-08 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-08 2023 2024-10-15 13:58:12Z SCOTT KUCHARSKI PO BOX 1420 WILKESBARRE PA 18701 31706275 0 X N/A X H & W FUND 1962 PA HEALTH & WELFARE BENEFIT PLAN 2 1 4 0 0 0 0 0 23311772 24728150 218628 422256 100000 0 23630400 25150406 0 0 20685776 21600770 113821 128834 0 0 0 235365 245840 21034962 21975444 2595438 3174962 17628820 22501194 9442 42010 17619378 22459184 HEALTH & WELFARE BENEFIT PLAN 0 0 HEALTH & WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 15 0 4 1 0 0 0 0 0 0 0 0 X 2 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TRUSTEES 5708233121 PO BOX 1420 260 S WASHINGTON S WILKES BARRE PA 18701 X GREGORY VOLZ MANAGEMENT TRUSTEE 2.00 X 0 0 0 SCOTT KUCHARSKI UNION TRUSTEE 2.00 40.00 X 0 134907 89702 0 134907 89702 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 24177516 24177516 PARTICIPANT CONTRIBUTIONS 900099 543957 543957 OTHER INCOME 900099 6677 6677 24728150 457153 457153 6520972 6555869 -34897 -34897 -34897 25150406 24728150 0 422256 21600770 56941 37998 29621 4274 5185 41193 71839 69900 16843 18986 12000 1901 7993 21975444 3842034 4763478 2853587 1356289 191883 106425 3882 18878 49750 36750 0 13000 10737434 16243124 17628820 22501194 9442 42010 9442 42010 X 0 0 0 0 17619378 22459184 17619378 22459184 17628820 22501194 3174962 1664844 0 X X 0 1 X 1 0 49750 36750 13000 13000 X 26743411 1664844 1664844 25078567 71839 71839 25150406 21903605 0 21903605 71839 71839 21975444 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT 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 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, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. 0 0 0 SCOTT KUCHARSKI UNION TRUSTEE 0 134907 0 0 0 0 0 50419 0 39283 0 224609 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO ISSUANCE. AFTER REVIEW AND APPROVAL OF THE FORM IT IS SIGNED AND FORWARDED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) WHICH OUTLINES PROHIBITED TRANSACTIONS BETWEEN PARTIES IN INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FUND IS ALSO REQUIRED TO SEND EACH PARTICIPANT A SUMMARY ANNUAL REPORT (SAR) ANNUALLY. THE SAR PROVIDES A SUMMARY OF THE FINANCIAL ACTIVITY OF THE FUND. THE SAR ALSO NOTIFIES THE PARTICIPANTS ON HOW TO GET MORE DETAILED INFORMATION AS REQUIRED BY ERISA. FORM 990, PART XII, LINE 2B: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TEAMSTERS LOCAL UNION 401 260 SOUTH WASHINGTON STREET WILKESBARRE PA 18703 240740310 LABOR UNION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION 773 3614 LEHIGH ST STE A WHITEHALL PA 18052 230724667 LABOR UNION PA 501(C)(5) 0 WISE FOODS UNITED PARCEL SERVICE 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0