2024-11-15T09:53:08-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 232959495 IBEW LOCAL # 98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLAN INTE 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 JAMES FOY TRUSTEE 2155996436 2024-11-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-11 2023 2024-10-15 13:58:12Z JAMES FOY 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 29421301 0 X N/A X 1998 PA THE FUND PROVIDES CERTAIN HEALTH INSURANCE PREMIUMS, LIFE, AD & D, VISION, DENTAL, PRESCRIPTION DRUG, AND HEALTH BENEFIT CLAIM PAYMENTS TO ELIGIBLE MEMBERS OF THE IBEW LOCAL UNION 98. 7 5 22 0 0 0 0 0 10013027 11090918 846342 1325257 0 0 10859369 12416175 0 0 10782839 11003025 0 0 0 0 0 366247 335058 11149086 11338083 -289717 1078092 34847077 36991650 82131 78017 34764946 36913633 THE FUND PROVIDES CERTAIN HEALTH INSURANCE PREMIUMS, LIFE, AD & D, VISION, DENTAL, PRESCRIPTION DRUG, AND HEALTH BENEFIT CLAIM PAYMENTS TO ELIGIBLE MEMBERS OF THE IBEW LOCAL UNION 98. 0 0 THE FUND PROVIDES CERTAIN HEALTH INSURANCE PREMIUMS, LIFE, AD & D, VISION, DENTAL, PRESCRIPTION DRUG, AND HEALTH BENEFIT CLAIM PAYMENTS TO ELIGIBLE MEMBERS OF THE IBEW LOCAL UNION 98. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 22 1 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ADMINISTRATOR 2155635592 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 MICHAEL MASCULLI UNION TRUSTEE (P) 1.00 1.00 X 0 600 0 MICHAEL GITLIN EMPLOYER TRUSTEE 1.00 X 0 0 0 KENNETH MACDOUGALL EMPLOYER TRUSTEE 1.00 X 0 0 0 BRIAN BURROWS UNION TRUSTEE (P) 1.00 48.00 X 0 71387 43166 NATALIE LINDER EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL KANE UNION TRUSTEE 1.00 X 0 0 0 JAMES FOY UNION TRUSTEE 1.00 50.00 X 0 222985 136561 MARK LYNCH UNION TRUSTEE 1.00 56.00 X 0 287919 175413 JEFF KNUTE UNION TRUSTEE 1.00 X 0 0 0 0 582891 355140 0 0 1 0 FRANK M VACCARO & ASSOCIATES INC 27 ROLAND AVE SUITE 200 MOUNT LAUREL NJ 08054 ADMINISTRATIVE SERVICES 142785 1 EMPLOYER CONTRIBUTIONS 525100 11075596 11075596 COBRA CONTRIBUTIONS 525100 15322 15322 11090918 834685 834685 17495698 17005126 490572 490572 490572 12416175 11090918 0 1325257 11003025 11168 24031 73025 153298 4453 42896 HEALTH FAIR 23160 PCORI 3027 11338083 40848 80465 1822909 1933341 957334 1067957 18877 16486 23667756 25611301 8019618 7608037 319735 674063 34847077 36991650 73751 70070 8380 7947 82131 78017 X 0 0 0 0 34764946 36913633 34764946 36913633 34847077 36991650 1078092 1070595 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 4357409 F COMMON COLLECTIVE TRUST - FIXED INCOME 3250628 F 7608037 DUE TO RELATED PARTY 7947 7947 X 13413745 1070595 1070595 12343150 73025 73025 12416175 11265058 0 11265058 73025 73025 11338083 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. 0 0 0 MARK LYNCH UNION TRUSTEE 0 287919 0 0 0 0 0 105498 0 69915 0 463332 0 0 JAMES FOY UNION TRUSTEE 0 222985 0 0 0 0 0 82110 0 54451 0 359546 0 0 FORM 990, PART VI, SECTION B, LINE 11B IBEW LOCAL#98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLAN'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE FUND ADMINSTRATOR WHO PRESENTS THE FORM 990 TO THE GOVERNING BODY FOR REVEIW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 IBEW LOCAL#98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLAN'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: IBEW LOCAL#98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLAN'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING THE AUDIT. FORM 990, PART V, LINE 2A: IBEW LOCAL#98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLAN DOES NOT HAVE EMPLOYEES. ALL FORM W-2'S FILED ARE FOR TAXABLE BENEFITS TO MEMBERS. 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