2024-11-13T14:29:54-06:00 2023-12-31 611456956 NOVAK FRANCELLA LLC 40 MONUMENT ROAD 5TH FLOOR BALA CYNWYD PA 19004 990 2023-01-01 116490308 INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH AND WELFARE FUND INTE 5167415564 555 WESTBURY AVENUE CARLE PLACE NY 11514 ROBERT M VELLA JR ADMINISTRATOR 5167415564 2024-11-13 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-13 2023 2024-10-15 13:58:12Z ROBERT M VELLA JR 555 WESTBURY AVENUE CARLE PLACE NY 11514 243911891 0 X N/A X 1998 NY THE FUND PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION) COVERAGE FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS. 5 2 0 0 0 0 0 0 189395211 204368847 -294846 2845575 0 0 189100365 207214422 0 0 186212806 203403796 0 0 0 0 0 1545985 1394161 187758791 204797957 1341574 2416465 44635197 48514654 29454854 26813351 15180343 21701303 THE FUND PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION) COVERAGE FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS. 0 0 PROVIDING HEALTH BENEFITS TO ITS MEMBERS. 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 3 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT M VELLA JR 5167415564 555 WESTBURY AVENUE CARLE PLACE NY 11514 ROBERT P VELLA UNION TRUSTEE 1.00 39.00 X 0 616500 186698 RICHARD DOMBROWSKI UNION TRUSTEE 1.00 39.00 X 0 841400 239442 RODDY AZMOUN EMPLOYER TRUSTEE 1.00 1.00 X 0 0 0 YEHUDA JAY HEFTER EMPLOYER TRUSTEE 1.00 1.00 X 0 0 0 ROBERT M VELLA JR FUND ADMINISTRATOR 1.00 39.00 X 0 841400 305493 ROBERT SCALZA EMPLOYEE 0.00 40.00 X 0 813340 141418 ALFRED NAPOLITANO EMPLOYEE 0.00 40.00 X 0 781400 140440 JOSEPH VELLA EMPLOYEE 0.00 40.00 X 0 175922 8928 KEVIN WATTS EMPLOYEE 0.00 40.00 X 0 170902 33414 0 4240864 1055833 0 0 1 0 DANIEL H COOK ASSOCIATES 253 WEST 35TH STREET SUITE 1200 NEW YORK NY 10001 CLAIMS PROCESSING 6030076 EMPIRE HEALTHCHOICE ASSURANCE INC 1 HUNTINGTON QUADRANGLE MELVILLE NY 11747 CLAIMS PROCESSING 2656568 HERCULES HEALTH TECHNOLOGIES LLC 251 LITTLE FALLS DRIVE WILMINGTON DE 19808 CLAIMS PROCESSING 1355996 JANNEY MONTGOMERY SCOTT 1001 FRANKLIN AVE 202 GARDEN CITY NY 11530 INVESTMENT CONSULTANTS 264428 MAGNACARE ADMINISTRATIVE SERVICES 1600 STEWART AVE WESTBURY NY 11590 CLAIMS PROCESSING 205471 5 EMPLOYER CONTRIBUTIONS 900099 204368847 204368847 204368847 1441896 1441896 38101148 36697469 1403679 1403679 1403679 207214422 204368847 0 2845575 203403796 52860 25116 264428 47862 167392 2856 812557 21090 204797957 6120952 3723303 5483534 6802200 2441590 4194228 30583507 33789309 5614 5614 44635197 48514654 2167 2283 29452687 26811068 29454854 26813351 X 0 0 0 0 15180343 21701303 15180343 21701303 44635197 48514654 2416465 4104495 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 26811068 26811068 X 211054489 4104495 4104495 206949994 264428 264428 207214422 207175148 0 207175148 264428 -2641619 -2377191 204797957 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 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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS -2641619. X 0 0 0 ROBERT M VELLA JR FUND ADMINISTRATOR 0 841400 0 0 0 0 0 291855 0 13638 0 1146893 0 0 RICHARD DOMBROWSKI UNION TRUSTEE 0 841400 0 0 0 0 0 225815 0 13627 0 1080842 0 0 ROBERT SCALZA EMPLOYEE 0 813340 0 0 0 0 0 127000 0 14418 0 954758 0 0 ALFRED NAPOLITANO EMPLOYEE 0 781400 0 0 0 0 0 127000 0 13440 0 921840 0 0 ROBERT P VELLA UNION TRUSTEE 0 616500 0 0 0 0 0 174405 0 12293 0 803198 0 0 KEVIN WATTS EMPLOYEE 0 170902 0 0 0 0 0 24633 0 8781 0 204316 0 0 JOSEPH VELLA EMPLOYEE 0 175922 0 0 0 0 0 8474 0 454 0 184850 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD DOMBROWSKI, ROBERT M. VELLA, & ALFRED NAPOLITANO ARE BROTHERS-IN-LAW. ROBERT P. VELLA IS THE SON OF ROBERT M. VELLA (ADMINISTRATOR). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE FUND TRUSTEES FOR APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THIS IS DONE ANNUALLY AT THE BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED TO INDUSTRY STANDARDS AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AS WELL AS THE OVERSIGHT OF THE AUDIT. 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