2024-10-15T11:44:31-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 263361356 TEAMSTERS LEGAL DEFENSE TRUST TEAM 2026246800 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 CHUCK WHOBREY CHAIRMAN, BOARD OF TRUSTEES 2026246800 2024-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-15 2023 2024-10-15 13:58:12Z CHUCK WHOBREY 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 829011 0 X WWW.TEAMSTER.ORG X 2008 PA PROVISION OF LEGAL DEFENSE INSURANCE TO LAW ENFORCEMENT OFFICERS,CORRECTION OFFICERS & OTHERS. 3 0 0 0 0 0 0 0 562334 575178 95730 98047 0 0 658064 673225 0 0 64263 77608 0 0 0 0 0 269412 255135 333675 332743 324389 340482 2530046 3036673 25923 21283 2504123 3015390 THE PROVISION OF LEGAL DEFENSE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 TO PROVIDE LEGAL DEFENSE INSURANCE COVERAGE AND OTHER, SIMILAR BENEFITS TO PARTICIPANTS AND TO PROVIDE ANY OTHER BENEFIT TO PARTICIPANTS AND THEIR BENEFICIARIES WHICH MAY NOW OR HEREAFTER BE PROVIDED BY A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION UNDER THE PROVISIONS OF CODE SECTION 501(C)(9) OR ANY SUCCESSOR STATUTE. 0 0 0 0 0 0 0 0 0 0 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 20 0 1 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X EXECUTIVE DIRECTOR 2026246800 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 GREG FLOYD TRUSTEE 2.00 X 0 103807 31617 CHUCK WHOBREY TRUSTEE 2.00 X 0 76314 27378 FRANK HUGHES TRUSTEE 2.00 X 0 196061 42799 0 376182 101794 0 0 1 0 AMERICAN LEGAL SERVICES INC 213 FOURTH STREET SUITE 100 DES MOINES IA 50309 ADMINISTRATOR FEES 205590 1 MEMBER CONTRIBUTIONS 900099 575178 575178 575178 114833 114833 139000 155786 -16786 -16786 -16786 673225 575178 0 98047 X 77608 1020 21513 6000 205590 8409 347 7376 SHARED ADMINISTRATIVE E 4880 332743 363744 201802 13506 19562 2152796 2815309 2530046 3036673 4500 4500 12470 11903 8953 4880 25923 21283 X 0 0 0 0 2504123 3015390 2504123 3015390 2530046 3036673 340482 170785 0 X X 0 1 X 1 0 0 DUE TO INTERNATIONAL BROTHERHOOD OF TEAMSTERS 4880 4880 X 838010 170785 170785 667225 6000 6000 673225 326743 0 326743 6000 6000 332743 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 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, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. 0 0 0 FRANK HUGHES TRUSTEE 0 196061 0 0 0 0 0 20719 0 22080 0 238860 0 0 FORM 990, PART VI, SECTION B, LINE 11B TEAMSTERS LEGAL DEFENSE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE FORM IS THEN FORWARDED TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 TEAMSTERS LEGAL DEFENSE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G THIRD PARTY ADMINISTRATOR FEES 205,590. FORM 990 PART XII LINE 2C THE TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF INDEPENDENT ACCOUNTANT. INTERNATIONAL BROTHERHOOD OF TEAMSTERS 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530215427 LABOR UNION DC 501(C)(5) 0 INT'L BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 200412571 SUPPLEMENTAL BENEFITS TRUST DC 501(C)(5) 0 POTTAWATTAMIE COUNTY AUDITOR IA 554 LABOR UNION 0 MINNESOTA TEAMSTERS LOCAL 320 LABOR UNION 0 BOROUGH OF BRADDOCK PA LOCAL 205 LABOR UNION 0 WISCONSIN TEAMSTERS LOCAL 662 LABOR UNION 0 PORT OF SEATTLE LOCAL 117 LABOR UNION 0 CITY OF MONESSEN PA 205 GOVERNMENT 0 WASHINGTON TEAMSTERS LOCAL 760 LABOR UNION 0 MORRIS-COOPER REGIONAL POLICE PA 205 LABOR UNION 0 BOROUGH OF BRENTWOOD PA 205 GOVERNMENT 0 CITY OF MCKEESPORT PA 205 GOVERNMENT 0 WASHINGTON LOCAL 690 LABOR UNION 0 BOROUGH OF MEYERSDALE PA 205 GOVERNMENT 0 MARYLAND TEAMSTERS LOCAL 355 LABOR UNION 0 IOWA TEAMSTERS LOCAL 238 LABOR UNION 0 NORTH CAROLINA LOCAL 391 LABOR UNION 0 BOROUGH OF LIBERTY PA 205 GOVERNMENT 0 BOROUGH OF ELIZABETH PA 205 GOVERNMENT 0 FLORIDA TEAMSTERS LOCAL 385 LABOR UNION 0 IL LOCAL 700 IL STATE POLICE LABOR UNION 0 ADAMS TOWNSHIP PD PA 110 GOVERNMENT 0 BOROUGH OF PORT VUE PA 205 GOVERNMENT 0 BOROUGH OF GLASSPORT PA 205 GOVERNMENT 0 SUMMERHILL TOWNSHIP PA 110 GOVERNMENT 0 CA LOCAL 856 - 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