2025-02-17T15:28:54-06:00 2024-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-05-01 912036994 IUPAT DISTRICT COUNCIL NO 21 WELFARE FUND IUPA 2159345130 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 191541297 BERNARD SNYDER TRUSTEE 2159345130 2025-02-17 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-02-17 2023 2025-03-06 01:10:19Z BERNARD SNYDER 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 191541297 78508107 0 X N/A X 1950 PA THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 16 8 14 0 0 0 0 0 54440441 58614448 1561991 1908021 205081 270783 56207513 60793252 0 0 54554535 56331682 1074018 1173793 0 0 0 681236 1030762 56309789 58536237 -102276 2257015 60166828 98209171 742427 1038574 59424401 97170597 THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 22 0 14 1 0 0 0 0 0 0 0 0 X 16 8 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X TRUSTEES 2159345130 2980 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 SAM ANDRA EMPLOYER CO-CHAIRMAN 2.00 X 0 0 0 MICHAEL THURMAN EMPLOYER TRUSTEE 2.00 X 0 0 0 EVAN LAMBROS EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 ANGELA TILOTTA EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 PAUL TSOUROUS EMPLOYER TRUSTEE 2.00 X 0 0 0 MARK S RABINOWITZ EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 CARL POSTUPAK EMPLOYER TRUSTEE 2.00 X 0 0 0 ROBERT GRIFFITHS UNION TRUSTEE 2.00 X 0 133302 107880 MATT TRZASKA UNION TRUSTEE 2.00 40.00 X 0 170601 135653 FRANCIS MCLAUGHLIN UNION CO-CHAIRMAN 2.00 40.00 X 0 189842 157149 MICHAEL LAUGHLIN UNION TRUSTEE 2.00 40.00 X 0 170393 136069 MICHAEL VALCO UNION TRUSTEE 2.00 40.00 X 0 133227 105136 MATT CORTEZ UNION TRUSTEE 2.00 40.00 X 0 160951 124927 MICHELE GEORGETTI EMPLOYER CO-CHAIRMAN 2.00 X 0 0 0 AJ CASPARRO UNION TRUSTEE 2.00 40.00 X 0 150026 119838 BERNIE SNYDER UNION TRUSTEE 2.00 X 0 169779 130672 CATIE SCOTT EMPLOYER TRUSTEE 2.00 X 0 0 0 LISA GODLEWSKI EMPLOYER TRUSTEE 2.00 X 0 0 0 RONALD KUDLA EMPLOYER TRUSTEE 2.00 X 0 0 0 MICHAEL PREVITERA FUND ADMINISTRATOR 31.00 9.00 X 75889 97535 122676 75889 1375656 1140000 0 0 1 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19004 CLAIMS PROCESSING 1426624 ALLIED TRADES ASSISTANCE PROGRAM 4170 WOODHAVEN RD PHILADELPHIA PA 19154 ASSISTANCE PROGRAM 1147445 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 NURSING SERVICES 392179 BRIDGEWAY BENEFIT TECHNOLOGIES 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 IT CONSULTANT 301114 BENECARD SERVICES 3131 PRINCETON PIKE BLDG 2B SUITE 1 LAWRENCEVILLE NJ 08648 PHARMACY BENEFITS MANAGER 249710 6 EMPLOYER CONTRIBUTIONS 525100 51112371 51112371 PARTICIPANT CONTRIBUTIONS 525100 7502077 7502077 58614448 1697518 1697518 17925358 17714855 210503 210503 210503 ADMIN EXPENSE REIMBURSEMENTS 900099 158398 158398 OTHER INCOME 900099 111336 111336 SECURITIES LITIGATION SETTLEMENTS 900099 1049 1049 270783 60793252 58885231 0 1908021 56331682 680189 205976 233111 54517 96267 100639 100859 40000 158588 367550 72958 15632 19991 20503 23903 FEES MANDATED BY ACA 13872 58536237 2184191 9619465 12848750 6811245 11525923 450251 639004 422419 310113 132808 112306 40779123 66453326 2373936 4445671 60166828 98209171 183265 380050 326526 425888 232636 232636 742427 1038574 X 0 0 0 0 59424401 97170597 59424401 97170597 60166828 98209171 X 2257015 493942 34995239 X X 0 1 X 1 0 86181 19772 66409 219519 208118 11401 116719 82223 34496 112306 EMPLOYER DEPOSIT 232636 232636 X 61045937 493942 493942 60551995 82859 158398 241257 60793252 58294980 0 58294980 82859 158398 241257 58536237 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 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE REIMBURSEMENTS 158,398. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE REIMBURSEMENTS 158,398. 0 0 0 FRANCIS MCLAUGHLIN UNION CO-CHAIRMAN 0 189842 0 0 0 0 0 116427 0 40722 0 346991 0 0 MICHAEL LAUGHLIN UNION TRUSTEE 0 170393 0 0 0 0 0 104745 0 31324 0 306462 0 0 MATT TRZASKA UNION TRUSTEE 0 170601 0 0 0 0 0 104647 0 31006 0 306254 0 0 BERNIE SNYDER UNION TRUSTEE 0 169779 0 0 0 0 0 99078 0 31594 0 300451 0 0 MICHAEL PREVITERA FUND ADMINISTRATOR 75889 97535 0 0 0 0 42609 48580 14713 16774 133211 162889 0 0 MATT CORTEZ UNION TRUSTEE 0 160951 0 0 0 0 0 94907 0 30020 0 285878 0 0 AJ CASPARRO UNION TRUSTEE 0 150026 0 0 0 0 0 89689 0 30149 0 269864 0 0 ROBERT GRIFFITHS UNION TRUSTEE 0 133302 0 0 0 0 0 84740 0 23140 0 241182 0 0 MICHAEL VALCO UNION TRUSTEE 0 133227 0 0 0 0 0 77239 0 27897 0 238363 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES HAVE DELEGATED THE MANAGEMENT OF THE FUND TO AN ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE FUND ADMINISTRATOR AND TRUSTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM PAINTERS DC 711 HEALTH AND WELFARE FUND 34,995,239. FORM 990, PART XII, LINE 2C: THE FUND'S TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. 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