2026-09-11T13:28:20-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 236395223 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WELFARE PLAN INTE 6104891185 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 RICHARD MUTTIK UNION TRUSTEE 6104891185 2026-09-11 1 ANTHONY VOGT CPA P01385419 6106689400 2026-09-11 2025 RICHARD MUTTIK 3455 GERMANTOWN PIKE COLLEGEVILLE PA 194261503 157989416 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 59534788 76063980 5812581 6348630 0 0 65347369 82412610 0 0 47999883 50891889 0 0 0 0 0 2368872 2334176 50368755 53226065 14978614 29186545 164199284 197782664 701445 739312 163497839 197043352 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 0 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 3 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 JEFFERY SCARPELLO EMPLOYER TRUSTEE 2.00 40.00 X 0 597052 126522 RICHARD MUTTIK UNION TRUSTEE 2.00 38.00 X 0 251380 97262 CHRISTOPHER WENTZEL UNION TRUSTEE 2.00 38.00 X 0 207409 86373 PETER HUBER EMPLOYER TRUSTEE 2.00 X 0 0 0 HARRY MILLER III EMPLOYER TRUSTEE 2.00 X 0 0 0 PATRICK CASEY UNION TRUSTEE 2.00 X 0 0 0 0 1055841 310157 0 0 1 0 INDEPENDENCE ADMINISTRATORS 602 OFFICE CENTER DRIVE STE 350 FORT WASHINGTON PA 19034 CLAIMS ADMINSTRATION 992733 MORGAN STANLEY SMITH BARNEY LLC PARAMOUNT PLAZA 1633 BROADWAY 26 NEW YORK NY 10019 INVESTMENT EXPENSES 189031 SAV-RX 240 NORTH PARK AVE FREMONT NE 68025 CLAIMS ADMINSTRATION 171894 LACHER & ASSOCIATES INS AGENCY INC 632 E BROAD STREET SOUDERTON PA 18964 INSURANCE CONSULTANTS 116894 PNC BANK 300 FIFTH AVENUE PITTSBURGH PA 15222 INVESTMENT MANAGEMENT 115464 5 EMPLOYER CONTRIBUTIONS 900099 75337138 75337138 PARTICIPANT CONTRIBUTIONS 900099 699731 699731 OTHER INCOME 900099 27111 27111 76063980 5890768 5890768 76034668 75576806 457862 457862 457862 82412610 76063980 0 6348630 50891889 162720 34444 61249 304496 1608999 64092 64807 5015 10289 FEES MANDATED BY THE AC 18065 53226065 534933 268385 15074434 17364568 8601143 12307594 98334 201922 139441807 167187695 448633 452500 164199284 197782664 145037 41387 556408 697925 701445 739312 X 163497839 197043352 163497839 197043352 164199284 197782664 29186545 4358968 0 X X 0 1 X 1 0 0 RECIPROCAL AMOUNTS DUE TO OTHER BENEFIT PLANS 573093 UNEARNED SELF PAY CONTRIBUTION REVENUE 114179 DUE TO UNION 10653 697925 X 86467082 4358968 4358968 82108114 304496 304496 82412610 52921569 0 52921569 304496 304496 53226065 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 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 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 577899 0 15000 0 4153 0 69000 0 57522 0 723574 0 0 RICHARD MUTTIK UNION TRUSTEE 0 251380 0 0 0 0 0 73042 0 24220 0 348642 0 0 CHRISTOPHER WENTZEL UNION TRUSTEE 0 207409 0 0 0 0 0 62153 0 24220 0 293782 0 0 FORM 990, PART V, LINE 2A: IBEW LOCAL 126 HEALTH & WELFARE FUND HAS NO EMPLOYEES. FORM W-2S ARE ISSUED TO PARTICIPANTS WHO 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, AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. 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