2024-09-25T14:56:58-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 236395223 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WELFARE PLAN INTE 6104891185 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 RICHARD MUTTIK UNION TRUSTEE 6104891185 2024-09-25 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-09-25 2023 2024-08-08 14:25:15Z RICHARD MUTTIK 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 165102504 0 X IBEW126BENEFITS.COM X 1953 PA TO PROVIDE HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, VACATION, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126. 6 3 0 0 0 0 0 0 52305406 56783139 760301 4496204 9786 0 53075493 61279343 0 0 35363872 39770022 0 635 0 0 0 2136175 2387671 37500047 42158328 15575446 19121015 124740980 146336785 1296937 889858 123444043 145446927 X TO PROVIDE HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, VACATION, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126. 0 0 TO PROVIDES HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126. 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 X 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X RICHARD MUTTIK 6104891185 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 RICHARD MUTTIK UNION TRUSTEE 2.00 38.00 X 0 237316 100736 CHRISTOPHER WENTZEL UNION TRUSTEE 2.00 38.00 X 0 195236 90943 PATRICK CASEY UNION TRUSTEE 2.00 X 0 0 0 HARRY MILLER III EMPLOYER TRUSTEE 2.00 X 0 0 0 JEFFERY SCARPELLO EMPLOYER TRUSTEE 2.00 40.00 X 0 538019 124218 RANDY ROBERTS EMPLOYER TRUSTEE 2.00 X 0 0 0 0 970571 315897 0 0 1 0 INDEPENDENCE ADMINISTRATORS 602 OFFICE CENTER DRIVE STE 350 FORT WASHINGTON PA 19034 CLAIMS ADMINSTRATION 1125382 MORGAN STANLEY SMITH BARNEY LLC PARAMOUNT PLAZA 1633 BROADWAY 26 NEW YORK NY 10019 INVESTMENT EXPENSES 195865 PRINCIPAL CUSTODY SOLUTIONS 510 N VALLEY MILLS DR STE 400 WACO TX 76710 INVESTMENT EXPENSES 137798 TELADOC INC 2 MANHATTANVILLE ROAD PURCHASE NY 10577 INSURANCE CONSULTANTS 133138 LACHER & ASSOCIATES INS AGENCY INC 632 E BROAD STREET SOUDERTON PA 18964 INSURANCE CONSULTANTS 120200 5 EMPLOYER CONTRIBUTIONS 900099 56045197 56045197 PARTICIPANT CONTRIBUTIONS 900099 726247 726247 OTHER INCOME 900099 11695 11695 56783139 3921003 3921003 104398362 103823161 575201 575201 575201 61279343 56783139 0 4496204 39770022 635 119953 38525 46170 332663 1644433 163312 20273 150 6724 FEES MANDATED BY THE AC 15468 42158328 1235861 452602 15460435 24411098 6977144 7888920 97714 67940 100457326 113003725 512500 512500 124740980 146336785 75781 63576 1221156 826282 1296937 889858 X 123444043 145446927 123444043 145446927 124740980 146336785 19121015 2881869 0 X X 0 1 X 1 0 0 RECIPROCAL AMOUNTS DUE TO OTHER BENEFIT PLANS 704379 UNEARNED REVENUE SELF PAY CONTRIBUTION REVENUE 121903 826282 X 63828549 2881869 2881869 60946680 332663 332663 61279343 41825665 0 41825665 332663 332663 42158328 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND 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 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 JEFFERY SCARPELLO EMPLOYER TRUSTEE 0 534310 0 0 0 3709 70750 0 53468 0 124218 538019 0 0 RICHARD MUTTIK UNION TRUSTEE 0 237316 0 0 0 0 76981 0 23755 0 100736 237316 0 0 CHRISTOPHER WENTZEL UNION TRUSTEE 0 195236 0 0 0 0 67188 0 23755 0 90943 195236 0 0 FORM 990, PART V, LINE 2A: IBEW LOCAL 126 HEALTH & WELFARE FUND HAS NO EMPLOYEES. W-2S ARE ISSUED TO PARTICIPANTS THAT RECEIVE DISABILITY BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B IBEW LOCAL 126 HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE FINANCIAL STATEMENTS, ALONG WITH THE SELECTION OF THE INDEPENDENT ACCOUNTANT. IBEW LOCAL UNION NO 126 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 231302203 LABOR UNION PA 501(C)(5) 0 IBEW LOCAL UNION NO 126 RETIREMENT PLAN 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 232156093 RETIREMENT PLAN PA 0 IBEW LOCAL UNION NO 126 OSHE 3455 GERMANTOWN PIKE COLLEGEVILLE PA 19426 231919421 SAFETY & TRAINING FUND PA 501(C)(3) 0 PENN DEL JERSEY CHAPTER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 ASSOCIATION OF EMPLOYERS PA 501(C)(6) 0 ADVANCED FIBER AGOSTINO UTILITIES LLC ALASKA ELECTRICAL ALDRIDGE ELECTRIC INC ALL HANDS LLC ALLAN BRITEWAY ELECTRICAL U AMERICAN LIGHTING & SIGNALI ANDIS LLC ARMOUR & SONS ELECTRIC ASPLUNDH ELECTRICAL TESTING BATTAGLIA ELECTRIC INC BLUROC LLC BRONDER TECHNICAL SERVICES BRUCE & MERRILEES ELEC CO C3M POWER SYSTEMS LLC CALIBER FIELD SERVICES INC CANTON ELECTRICAL WELFARE F CARR & DUFF INC CC POWER LLC CCI OF PENNSYLVANIA INC CHAPMAN CORPORATION CJ DRILLING INC COMMERCIAL LINE & ELECTRICA CRUX SUBSURFACE INC D & A GROVE CONSTRUCTION LL D & D POWER INC D & T POWER DANELLA POWER SERVICES INC DELTA LINE CONSTRUCTION DIVERGENT ALLIANCE LLC DIXON ELECTRIC EAST COAST LINES INC EDISON POWER ELECNOR HAWKEYE LLC ELECTRICAL BUILDERS INC EMPOWER CONSTRUCTION LLC ENERGY MAT ALLIANCE LLC EXCURSION LINE CONSTRUCTION F & T UNDERGROUND FERREIRA POWER WEST LLC FRANKART POWER LINE SERVICE FREQUENCY ELECTRIC CORP GLENELG CONSTRUCTION INC GMB POWERLINE SERVICES GOLDHORN ELECTRICAL CONST GRATTAN LINE CONSTRUCTION GREGORI GEOTECHNICAL SERVIC GRID SERVICES LLC H B FRAZER CO HARLAN ELECTRIC HAUGLAND ENERGY GROUP LLC HAUGLAND VIRGIN ISLAND HEART UTILITIES HELISERVICE LLC HENKELS & MC COY INC HIVOLT ELECTRIC LLC HVX EQUIPMENT LLC DBA ROGER HYDAKER-WHEATLAKE CO I B ABEL INC IBEW DISABILTIY HOURS I-80 POWER INC IBEW LOCAL UNION 102 WELFAR IJB ELECTRICAL CONTRACTOR INFRASOURCE CONSTRUCTION LL INFRASOURCE ELECTRIC LLC INTREN INC J W DIDADO ELECTRIC INC JALBEAR BROTHERS INC JET ELECTRICAL TESTING LLC JJM POWER LLC JUDGE ELECTRICAL INC K&R UTILITIES LLC K2W UTILITIES LLC KANE COMMUNICATIONS LLC KATERI POWERLINE SOLUTIONS KUHARCHIK CONSTRUCTIO CORP LAND SERVICES INC LEHIGH VALLEY UNDERGROUND LIBERTY ELECTRIC LINE BUILD LINECO BENEFIT FUND--VARIOU LINECRAFT LLC LINEWERX INC LVM POWER INC M J ELECTRIC LLC MAIN LITE ELECTRIC MATRIX SERVICE MCVAC ENVIRONMENTAL SERVICE MELCAR LTD MERUT CONSTRUCTION METRO TEK ELECTRICAL SERVIC MICHELS MID-AMERICA MILLER BROS MIRARCHI BROTHERS INC MOHAWK ELECTRIC LLC NAVARRE SERVICES NECA IBEW FAM MED CARE NEW RIVER ELECTRIC NEWVILLE ELECTRICAL SERVICE NG GILBERT NOOTER CONSTRUCTOIN NORTH CENTRAL ELECTRIC INC NORTH LINE UTILITIES NORTHEAST JT APPR TRAIN O CONNELL ELECTRIC ONE SOURCE POWER LLC ORLANDO DIEFENDERFER ELEC OSHE FUND PAGODA ELECTRICAL INC PAR ELECTRICAL CONTRACTORS PATRIOT POWR AND EMERGENCY PEACHES POWERLINES LLC PINNACLE UNIFIED LLC PLATINUM POWER SOLUTIONS POTOMAC ELECTRICAL SERVICES POWER CONTRACTING CO PRAXEL LINE SERVICES LLC PREMIUM UTILITY CONTRACTOR PRH GROUP LLC PRIMORIS ELECTRIC INC PRYSMIAN CABLES AND SYSTEMS RICHARD MELLOW CORP RIGGS DISTLER & CO INC ROKSTAD POWER EAST INC RUTKOSKI FENCING CO INC SARGENT ELECTRIC CO SCHULTHEIS ELECTRIC TSB INC SPARKS UNIFIED LLC STRUCTURED CABLE SOLUTIONS SUPREME INDUSTRIES INC T P ELECTRIC TAPLINE UTILITY SERVICES L TEL-POWER INC THAYER INVESTMENTS LLC THOMPSON ELECTRIC TRAVOLT LLC TRI-STATE DRILLING INC UTILITY LINE SERVICES VALIANT ENERGY SERVICES LLC VANALT CO INC VANTAGE CORP VEC INC VECTOR ELECTRIC VECTOR SERVICES VISION UTILITIES W A CHESTER INC WEST SIDE HAMMER WILLIAM CHARLES ELECTRIC WINCO INC WRIGHT'S ELECTRIC LLC WYOMING ELECTRIC & SIGNAL I 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 IBEW LOCAL UNION NO 126 M 119953 FMV