2025-10-28T09:13:54-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 232082042 IBEW LOCAL 98 HEALTH & WELFARE PLAN BOARD OF IBEW 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 191303915 JEFF SCARPELLO TRUSTEE 2155996436 2025-10-28 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-28 2024 2025-03-06 01:10:19Z JEFF SCARPELLO 1719 SPRING GARDEN STREET PHILADELPHIA PA 191303915 127972626 0 X N/A X 1953 PA TO PROVIDE 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. 98. 8 3 0 0 0 0 0 0 88894154 90049128 8467161 7419335 0 0 97361315 97468463 0 0 76171252 83588689 0 0 0 0 0 1691607 1624389 77862859 85213078 19498456 12255385 197949555 214153930 1518558 1823876 196430997 212330054 TO PROVIDE 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. 98. 0 0 THE FUND PROVIDES MEDICAL, HOSPITAL-SURGICAL, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION, DENTAL, VISION AND DISABILITY BENEFITS FOR MEMBERS AND THIER DEPENDENTS. 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 X 522 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 0 0 0 0 0 0 X ADMINISTRATOR 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 JEFF SCARPELLO EMPLOYER TRUSTEE 1.00 40.00 X 0 586338 121971 MARK LYNCH UNION TRUSTEE (P) 1.00 56.00 X 0 296178 182412 JAMES FOY UNION TRUSTEE 1.00 48.00 X 0 226420 140174 MICHAEL KANE UNION TRUSTEE 1.00 1.00 X 0 4976 0 JEFF NAGLE UNION TRUSTEE 1.00 2.00 X 0 2750 0 SHAWN FOY UNION TRUSTEE 1.00 1.00 X 0 557 0 SHAWN DUFF EMPLOYER TRUSTEE 1.00 X 0 0 0 KEN MEYERS EMPLOYER TRUSTEE 1.00 X 0 0 0 DOUG SMITH EMPLOYER TRUSTEE 1.00 X 0 0 0 0 1117219 444557 0 0 1 0 FRANK M VACCARO & ASSOCIATES INC 27 ROLAND AVENUE MOUNT LAUREL NJ 08054 ADMINSTRATION SERVICES 770811 CHARTWELL INVESTMENT PARTNERS 105 WESTLAKES DR STE 100 BERWYN PA 19312 INVESTMENT MANAGEMENT 131012 2 EMPLOYER CONTRIBUTIONS 525100 85582194 85582194 RETIREE AND COBRA CONTRIBUTIONS 525100 4466934 4466934 90049128 6434213 6434213 31489285 30504163 985122 985122 985122 97468463 90049128 0 7419335 83588689 66027 89626 384256 888948 55351 57880 HEALTH FAIR EXPENSES 45828 PCORI FEES 24639 TRUSTEE EDUCATIONAL EXP 7902 OFFICE STAFF REIMIBURSE 3932 85213078 60342 231819 55479816 50321784 7549260 8145452 19747 36134 96381857 110895355 32425584 36848581 6032949 7674805 197949555 214153930 591805 958664 926753 865212 1518558 1823876 X 0 0 0 0 196430997 212330054 196430997 212330054 197949555 214153930 12255385 3643672 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP - REAL ESTATE 12883704 F COMMON COLLECTIVE TRUST 23964877 F 36848581 DUE TO AFFILIATES 865212 865212 X 100727879 3643672 3643672 97084207 384256 384256 97468463 84828822 0 84828822 384256 384256 85213078 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. 0 0 0 JEFF SCARPELLO EMPLOYER TRUSTEE 0 564476 0 18000 0 3862 0 66000 0 55971 0 708309 0 0 MARK LYNCH UNION TRUSTEE (P) 0 296178 0 0 0 0 0 112366 0 70046 0 478590 0 0 JAMES FOY UNION TRUSTEE 0 226420 0 0 0 0 0 86347 0 53827 0 366594 0 0 FORM 990, PART V, LINE 2B: IBEW LOCAL 98 HEALTH & WELFARE FUND DOES NOT HAVE ANY EMPLOYEES. FORMS W-2 ARE ISSUED TO THOSE PARTICIPANTS WHO RECEIVE TAXABLE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B IBEW LOCAL 98 HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 IBEW LOCAL 98 HEALTH & WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: IBEW LOCAL 98 HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. IBEW LOCAL UNION 98 PENSION PLAN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 231990722 PENSION PLAN PA 401(A)/501(A) 0 IBEW LOCAL UNION 98 PROFIT SHARING PLAN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 232289872 PENSION PLAN PA 401(A)/501(A) 0 IBEW LOCAL UNION 98 SOUND AND COMMUNICATIONS WORKERS HEALTH AND WELFARE FUN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 232959495 HEALTH & WELFARE BENEFIT FUND PA 501(C)(9) 0 APPRENTICE TRAINING FUND FOR THE ELECTRICAL INDUSTRY 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 231308075 EDUCATION AND TRAINING FUND PA 501(C)(5) 0 IBEW LOCAL UNION 98 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 230724610 LABOR UNION PA 501(C)(5) 0 PENN DEL JERSEY CHAPTER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 EMPLOYER ASSOCIATION PA 501(C)(6) 0 A & B ELECTRICAL A & S ELECTRIC INC AARK ELECTRIC INC AARON ELECTRIC INC ACE ELECTRIC ADAMS ELECTRICAL CONSTRUCTION INC ADVANCED BUILDING CONTROLS ADVANCED FIBER TECHNOLOGIES INC AI 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