2025-11-17T10:44:30-06:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 136313146 LOCAL 338 RWDSUUFCW BENEFITS FUND LOCA 5162941338 1505 KELLUM PLACE MINEOLA NY 11501 JOHN R DURSO CHAIRMAN 5162941338 2025-11-17 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-11-17 2024 2025-03-06 01:10:19Z JOHN R DURSO 1505 KELLUM PLACE MINEOLA NY 11501 3364699 0 X N/A X 1970 NY TO PROVIDE DENTAL, VISION, TEMPORARY DISABILITY, DEATH AND LEGAL SERVICES BENEFITS. 8 3 0 0 0 0 0 0 1854366 1964088 -20429 331858 0 0 1833937 2295946 0 0 2477674 2135161 0 0 0 0 0 1175596 1154329 3653270 3289490 -1819333 -993544 8503811 7812932 336259 317521 8167552 7495411 TO PROVIDE DENTAL, VISION, TEMPORARY DISABILITY, DEATH, LEGAL AND OTHER BENEFITS TO PARTICIPANTS. 0 0 TO PROVIDE DENTAL, VISION, TEMPORARY DISABILITY, DEATH, LEGAL AND OTHER BENEFITS TO PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 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 1 147 0 0 0 0 0 0 0 0 0 0 X 8 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X THE ORGANIZATION 5162941338 1505 KELLUM PLACE MINEOLA NY 11501 JOHN R DURSO CHAIRMAN OF THE BOARD 5.00 30.00 X 0 371269 72825 JOSEPH FONTANO UNION TRUSTEE 5.00 30.00 X 0 236917 58098 NEIL GONZALVO UNION TRUSTEE 5.00 30.00 X 0 224705 56166 JON GREENFIELD EMPLOYER TRUSTEE 2.00 X 0 0 0 ANGELO AVENA EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN DECICCO JR EMPLOYER TRUSTEE 2.00 X 0 0 0 HAROLD MITTEL CONTROLLER 3.00 32.00 X 0 207310 54077 EARL MATHURIN FUND ADMINISTRATOR 7.00 28.00 X 0 200268 53380 0 1240469 294546 0 0 1 0 DDS SERVICES INC 1640 HEMPSTEAD TURNPIKE EAST MEADOW NY 11554 CLAIMS ADMINISTRATION 197022 FRIEDMAN AND ANSPACH 1500 BROADWAY NEW YORK NY 10036 LEGAL FEES 150014 2 EMPLOYER CONTRIBUTIONS 900099 1942632 1942632 EMPLOYEE CONTRIBUTIONS 900099 11555 11555 OTHER INCOME 900099 9901 9901 1964088 1400611 1068753 331858 331858 331858 2295946 1964088 0 331858 2135161 84242 37500 11426 104677 55699 3058 60043 23340 506 31954 30070 ALLOCATED SALARIES AND 505445 ALLOCATED EMPLOYEE BENE 204995 ALLOCATED DEPRECIATION 1374 3289490 222123 198707 308939 346952 958 63523 317201 295593 42300 21608 7859491 7112142 70000 70000 8503811 7812932 336259 317521 336259 317521 X 0 0 0 0 8167552 7495411 8167552 7495411 8503811 7812932 -993544 321403 0 X X 0 1 X 1 0 317201 295593 21608 21608 LIMITED PARTNERSHIPS 1620961 F COMMON COLLECTIVE TRUST 1747741 F 103-12 INVESTMENT 3743440 F 7112142 X 2605923 321403 321403 2284520 11426 11426 2295946 3278064 0 3278064 11426 11426 3289490 PART X, LINE 2: THE PLAN OBTAINED ITS DETERMINATION LETTER DATED DECEMBER 3, 1970, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE PLAN'S ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO 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 JOHN R DURSO CHAIRMAN OF THE BOARD 0 371269 0 0 0 0 0 48087 0 24738 0 444094 0 0 JOSEPH FONTANO UNION TRUSTEE 0 236917 0 0 0 0 0 33360 0 24738 0 295015 0 0 NEIL GONZALVO UNION TRUSTEE 0 224705 0 0 0 0 0 31428 0 24738 0 280871 0 0 HAROLD MITTEL CONTROLLER 0 207310 0 0 0 0 0 29339 0 24738 0 261387 0 0 EARL MATHURIN FUND ADMINISTRATOR 0 200268 0 0 0 0 0 28642 0 24738 0 253648 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S 990 IS PREPARED BY IT'S OUTSIDE ACCOUNTANT AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTOLLER THEN REVIEWS IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENT, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AND MAY BE EXAMINED AT THE FUND'S OFFICE. FORM 990, PART XII, LINE 2C: THE FUND'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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