2025-04-15T09:15:42-05:00 2024-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-07-01 232530237 TEAMSTERS JT CO NO 53 RETIREE HEALTH & WELFARE FUND TEAM 8666142105 2500 MCCLELLAN AVE 140 PENNSAUKEN NJ 08109 WILLIAM HAMILTON TRUSTEE 8666142105 2025-04-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-04-15 2023 2025-03-06 01:10:19Z WILLIAM HAMILTON 2500 MCCLELLAN AVE 140 PENNSAUKEN NJ 08109 2498573 0 X N/A X 1988 NJ THE PLAN PROVIDES MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR SPOUSES. ELIGIBLE PARTICIPANTS MUST BE RECEIVING A PENSION FORM TEAMSTERS JOINT COUNCIL NO. 53 RETIREMENT TRUST AND HAVE REACHED AGE 55 WITH 10 YEARS OF SERVICE. 10 0 0 0 0 0 0 0 2014239 2091460 -253372 244501 0 0 1760867 2335961 0 0 1961043 2215522 0 0 0 0 0 121096 118682 2082139 2334204 -321272 1757 6990270 7483510 48112 55139 6942158 7428371 X THE PLAN PROVIDES MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR SPOUSES. ELIGIBLE PARTICIPANTS MUST BE RECEIVING A PENSION FORM TEAMSTERS JOINT COUNCIL NO. 53 RETIREMENT TRUST AND HAVE REACHED AGE 55 WITH 10 YEARS OF SERVICE. 0 0 PROVIDE MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR SPOUSES. 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 1 138 0 0 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PRESIDENTADMINISTRATIVE SERVICE PROFESSIONALS INC 8666142105 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 WILLIAM HAMILTON TRUSTEE/CHAIRMAN 2.00 40.00 X 0 103176 74603 HOWARD W WELLS TRUSTEE/TREASURER 2.00 40.00 X 0 200918 75539 DANIEL GRACE TRUSTEE 2.00 40.00 X 0 162500 71764 MICHAEL BONADUCE TRUSTEE 2.00 40.00 X 0 198589 64332 ROBERT BRYAN JR TRUSTEE 2.00 40.00 X 0 177670 81032 ED THOMPSON TRUSTEE 2.00 40.00 X 0 122291 65316 JOCK ROWE TRUSTEE 2.00 40.00 X 0 38006 3213 JOSEPH SMITH TRUSTEE 2.00 40.00 X 0 126503 80595 BRIAN REICE TRUSTEE (P) 2.00 40.00 X 0 0 0 DENNIS HOWER TRUSTEE 2.00 40.00 X 0 124365 46123 0 1254018 562517 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 1533054 1533054 PARTICIPANT CONTRIBUTI 525100 558406 558406 2091460 217113 217113 190000 162612 27388 27388 27388 2335961 2091460 0 244501 2215522 720 12000 6613 83025 6567 8981 PCORI FEE 776 2334204 196020 158390 412260 406804 6381990 6918316 6990270 7483510 2500 7607 45612 47532 48112 55139 X 0 0 0 0 6942158 7428371 6942158 7428371 6990270 7483510 1757 484456 0 X X 0 1 X 1 0 0 PREPAID PARTICIPANT CONTRIBUTIONS 47532 47532 X 2813804 484456 484456 2329348 6613 6613 2335961 2327591 0 2327591 6613 6613 2334204 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 SUBJECTED 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 HOWARD W WELLS TRUSTEE/TREASURER 0 200918 0 0 0 0 0 73766 0 1773 0 276457 0 0 MICHAEL BONADUCE TRUSTEE 0 198589 0 0 0 0 0 63099 0 1233 0 262921 0 0 ROBERT BRYAN JR TRUSTEE 0 177670 0 0 0 0 0 52525 0 28507 0 258702 0 0 DANIEL GRACE TRUSTEE 0 162500 0 0 0 0 0 39126 0 32638 0 234264 0 0 JOSEPH SMITH TRUSTEE 0 126503 0 0 0 0 0 50174 0 30421 0 207098 0 0 ED THOMPSON TRUSTEE 0 122291 0 0 0 0 0 38884 0 26432 0 187607 0 0 WILLIAM HAMILTON TRUSTEE/CHAIRMAN 0 103176 0 0 0 0 0 47561 0 27042 0 177779 0 0 DENNIS HOWER TRUSTEE 0 124365 0 0 0 0 0 46123 0 0 0 170488 0 0 FORM 990, PART VI, SECTION B, LINE 11B TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE CONTRACT ADMINISTRATOR FOR INITIAL REVIEW. THE CONTRACT ADMINISTRATOR THEN PRESENTS THE RETURN TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. TEAMSTERS JOINT COUNCIL NO 53 PA PA CONFERENCE OF TEAMSTERS PA CENTRAL PA TEAMSTERS HEALTH & WELFARE FUND PA CENTRAL PA TEAMSTERS PENSION FUND PA TEAMSTERS LOCAL UNION NO 77 PA TEAMSTERS LOCAL UNION NO 107 PA TEAMSTERS LOCAL UNION NO 115 PA TEAMSTERS LOCAL UNION NO 169 PA TEAMSTERS LOCAL UNION NO 229 PA TEAMSTERS LOCAL UNION NO 312 PA TEAMSTERS LOCAL UNION NO 326 DE TEAMSTERS LOCAL UNION NO 331 PA TEAMSTERS LOCAL UNION NO 384 PA TEAMSTERS LOCAL UNION NO 401 PA TEAMSTERS LOCAL UNION NO 429 PA TEAMSTERS LOCAL UNION NO 463 PA TEAMSTERS LOCAL UNION NO 500 PA TEAMSTERS LOCAL UNION NO 502 PA TEAMSTERS LOCAL UNION NO 623 PA TEAMSTERS LOCAL UNION NO 628 PA TEAMSTERS LOCAL UNION NO 676 NJ TEAMSTERS LOCAL UNION NO 764 PA TEAMSTERS LOCAL UNION NO 773 PA TEAMSTERS LOCAL UNION NO 830 PA TEAMSTERS LOCAL UNION NO 837 PA TEAMSTERS LOCAL UNION NO 929 PA ASP PERSONNEL SERVICES INC NJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0