2024-10-10T17:58:56-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 231716164 TEAMSTERS LOCAL UNION NO 115 HEALTH AND WELFARE FUND TEAM 2153350100 10965 DECATUR ROAD PHILADELPHIA PA 19154 SHANE REILLY TRUSTEE 2153350100 2024-10-10 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-10 2023 2024-10-15 13:58:12Z SHANE REILLY 10965 DECATUR ROAD PHILADELPHIA PA 19154 17132372 0 X N/A X 1969 PA TEAMSTERS UNION LOCAL NO. 115 HEALTH AND WELFARE FUND IS A V.E.B.A. PLAN THAT PROVIDES HOSPITAL, SURGICAL, MEDICAL, PRESCRIPTION, DEATH AND SCHOLARSHIP BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 4 2 7 0 0 0 0 0 13036325 13774249 661294 1203063 51118 54420 13748737 15031732 27000 40000 11443964 10485161 393104 494051 0 0 0 882526 929350 12746594 11948562 1002143 3083170 44117694 50851319 73663 113315 44044031 50738004 TEAMSTERS UNION LOCAL NO. 115 HEALTH AND WELFARE FUND PROVIDES HOSPITAL, SURGICAL, MEDICAL, PRESCRIPTION, DEATH AND SCHOLARSHIP BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDES HOSPITAL, SURGICAL, MEDICAL, PRESCRIPTION, DEATH AND SCHOLARSHIP BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 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 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 500 0 7 1 0 0 0 0 0 0 0 0 X 4 2 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X TRUSTEES 2153350331 10965 DECATUR ROAD PHILADELPHIA PA 19154 JEFF ALLEN EMPLOYER TRUSTEE 1.00 X 0 0 0 LEO REILLY UNION TRUSTEE 10.00 X 55725 0 51571 ROBERT SCHIMMEL EMPLOYER TRUSTEE 1.00 X 0 0 0 SHANE REILLY UNION TRUSTEE/ADMINISTRATO 20.00 20.00 X 0 117140 63273 55725 117140 114844 0 0 1 0 CIGNA HEALTH AND LIFE INSURANCE CO 900 COTTAGE GROVE RD HARTFORD CT 06152 NETWORK ACCESS PROVIDER SERVICES 381460 1 EMPLOYER CONTRIBUTIONS 525100 13757276 13757276 PARTICIPANT CONTRIBUTIONS 525100 16973 16973 13774249 1435720 1435720 54420 0 54420 54420 54420 1867983 2100640 -232657 -232657 -232657 15031732 13774249 0 1257483 40000 10485161 264211 100357 106253 23230 14475 22143 36920 593898 55979 111947 49348 37470 PCORI FEES 7170 11948562 522975 573323 5534384 6093850 1439823 1330002 49903 28470 1653842 405955 1266914 1247887 35016576 41218787 287119 359000 44117694 50851319 73663 113315 73663 113315 X 0 0 0 0 44044031 50738004 44044031 50738004 44117694 50851319 3083170 3610803 0 X X 0 1 X 1 0 290253 290253 1196802 271798 925004 80412 78761 1651 86375 55396 30979 1247887 X 18605615 3610803 3610803 14994812 36920 36920 15031732 11911642 0 11911642 36920 36920 11948562 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. 1 SCHOLARSHIPS 20 40000 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED ON THE BASIS OF SEVERAL FACTORS INCLUDING MORAL CHARACTER, LEADERSHIP QUALITIES, SERIOUSNESS OF PURPOSE, RANK IN HIGH SCHOOL CLASS AND SAT SCORES. THE BOARD OF TRUSTEES OF THE FUND WILL DETERMINE THE WINNERS OF THE AWARDS EACH YEAR. CONTINUATION OF THE SCHOLARSHIP AWARD FROM YEAR TO YEAR SHALL BE CONTINGENT UPON THE ACHIEVEMENT OF STANDARDS DETEREMINED BY THE BOARD OF TRUSTEES. 0 0 0 SHANE REILLY UNION TRUSTEE/ADMINISTRATO 0 117140 0 0 0 0 0 35047 0 28226 0 180413 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES LEO REILLY AND SHANE REILLY SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B TEAMSTERS LOCAL UNION NO. 115 HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S GOVERNING BODY FOR THEIR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 TEAMSTERS UNION LOCAL NO. 115 HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JEFF ALLEN - 120 WEST ERIE AVE., PHILADELPHIA, PA 19140. ROBERT SCHIMMEL - 3233 W. HUNTING PARK AVE, PHILADELPHIA, PA 19132. FORM 990, PART XII, LINE 2C: TEAMSTERS UNION LOCAL NO. 115 HEALTH AND WELFARE FUND'S GOVERNING BODY HAS RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. TEAMSTERS UNION LOCAL 115 PENSION 10965 DECATUR ROAD PHILADELPHIA PA 19154 236282827 PENSION FUND PA 401(A)/501(A) 0 TEAMSTERS UNION LOCAL 115 LEGAL PLAN 10965 DECATUR ROAD PHILADELPHIA PA 19154 231994976 V.E.B.A LEGAL FUND PA 501(C)(9) 0 PENSION PLAN FOR EMPLOYEES OF THE TEAMSTERS LOCAL NO 115 FUNDS 10965 DECATUR ROAD PHILADELPHIA PA 19154 232223823 PENSION FUND PA 401(A)/501(A) 0 DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 UNIVERSITY PA 501(C)(3) 170(B)(1)(A)(II) 0 UNIVERSITY OF PENNYLVANIA 3101 WALNUT STREET PHILADELPHIA PA 19104 231352685 UNIVERSITY PA 501(C)(3) 170(B)(1)(A)(II) 0 TEAMSTERS LOCAL UNION NO 115 10965 DECATUR ROAD PHILADELPHIA PA 19154 231473467 LABOR UNION PA 501(C)(5) 0 REPUBLIC SERVICES WAYNE MOVING & STORAGE SUNIK LLC FIRST TRANSIT INC ALL SEASON MOVERS SOUTH ALLEN BROTHERS ALLEN RUBBER COMPANY BRENNTAG SPECIALTIES ROYAL ELECTRIC SUPPLY COMPANY ARAMARK EDUCATIONAL SERVICES L TRANSDEVFIRST TRANSIT 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 TEAMSTERS UNION LOCAL NO 115 PENSION PLAN O 111771 FMV TEAMSTERS UNION LOCAL NO 115 LEGAL SERVICES FUND O 77434 FMV