2025-02-13T09:48:37-06:00 2024-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-05-01 210699966 PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND PLUM 6095673322 534 S ROUTE 73 HAMMONTON NJ 080372401 JOHN SHALOO ADMINISTRATOR 6095673322 2025-02-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-02-13 2023 2025-03-06 01:10:19Z DAVE BRUCE 534 S ROUTE 73 WINSLOW NJ 08095 52365416 0 X WWW.UA322.ORG X 1953 NJ THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS OF THE UNITED ASSOCIATION LOCAL NO. 322 WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY. 6 5 4 0 0 0 0 0 28141732 30673562 -157878 653700 668470 672774 28652324 32000036 0 0 25003783 25987455 725128 769711 0 0 0 551908 554168 26280819 27311334 2371505 4688702 27668155 32188776 132997 163242 27535158 32025534 THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS OF THE UNITED ASSOCIATION LOCAL NO. 322, WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY. 0 0 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, PRESCRIPTION DRUG, SURGICAL AND DISABILITY BENEFITS TO MEMBERS 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 X 8 0 4 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FUND ADMINISTRATOR 6095673322 534 S ROUTE 73 WINSLOW NJ 08095 JOHN SHALOO ADMINISTRATOR 12.00 28.00 X 44394 106124 97739 GARY FOROSISKY EMPLOYER TRUSTEE 2.00 X 0 0 0 DAVE MCCLOSKEY EMPLOYER TRUSTEE 2.00 X 0 0 0 STEPHEN COURANT UNION TRUSTEE 2.00 X 0 0 0 DAVID BRUCE UNION TRUSTEE 2.00 40.00 X 0 169151 142638 GEORGE YOUNG UNION TRUSTEE 2.00 X 0 0 0 JOHN MCGINNISS EMPLOYER TRUSTEE 2.00 X 0 0 0 44394 275275 240377 0 0 1 0 HORIZON HEALTHCARE SERVICES INC THREE PENN PLAZA EAST NEWARK NJ 071052200 CLAIMS PROCESSING 536785 LABOR FIRST 3000 MIDLANTIC DRIVE - STE 101 MOUNT LAUREL NJ 08054 CLAIMS PROCESSING 317583 2 EMPLOYER CONTRIBUTIONS 525100 30370539 30370539 COBRA CONTRIBUTION 525100 303023 303023 30673562 804496 804496 20214584 20365380 -150796 -150796 -150796 REIMBURSEMENT FROM RELATED FUNDS 525100 551540 551540 MISC INCOME 525100 121234 121234 672774 32000036 31346336 0 653700 25987455 73716 286153 187804 190134 31904 36773 57738 96686 115167 100164 69340 19500 10865 9417 3760 27228 FEES MANATED BY ACA 7530 27311334 888597 1045672 1087588 1894572 3867955 4060133 226781 235339 135902 130678 4939 5224 19995225 23736695 1597070 1211141 27668155 32188776 44320 50592 88677 112650 132997 163242 X 0 0 0 0 27535158 32025534 27535158 32025534 27668155 32188776 4688702 -198326 0 X X 0 1 X 1 0 13540 13540 0 122362 117138 5224 5224 RECIPROCAL CONTRIBUTIONS PAYABLE 44666 OBLIGATION TO REFUND CASH IN LIEU OF BONDS 67984 112650 X 31153484 -198326 -198326 31351810 96686 551540 648226 32000036 26663108 0 26663108 96686 551540 648226 27311334 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: EXPENSE REIMBURSEMENTS 551,540. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENTS 551,540. X 0 0 0 DAVID BRUCE UNION TRUSTEE 0 169151 0 0 0 0 0 91020 0 51618 0 311789 0 0 JOHN SHALOO ADMINISTRATOR 44394 106124 0 0 0 0 14408 33619 14914 34798 73716 174541 0 0 FORM 990, PART V, LINES 2A AND 2B: PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND PROVIDES SOME BENEFITS THAT ARE TAXABLE AS WAGES TO PARTICIPANTS. FOR THE 2023 TAX YEAR, THE FUND ISSUED 4 W-2S TO EMPLOYEES AND 20 W-2S TO PARTICIPANTS. FORM 990, PART VI, SECTION B, LINE 11B PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO FORWARDS THE RETURN TO THE FUND ADMINISTRATOR FOR INITIAL REVEUE. THE FUND ADMINISTRATOR THEN PRESENTS THE RETURN TO THE BOARD OF TRUSTEES FOR SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING THE AUDIT. UNITED ASSOCIATION LOCAL 322 PENSION FUND PO BOX 169 WINSLOW NJ 08095 216016638 PENSION FUND NJ 401(A)/501(A) 0 UNITED ASSOCIATION LOCAL 322 ANNUITY FUND PO BOX 169 WINSLOW NJ 08095 222708962 PENSION FUND NJ 401(A)/501(A) 0 UNITED ASSOCIATION LOCAL 322 EDUCATION FUND PO BOX 169 WINSLOW NJ 08095 213019362 EDUCATION AND TRAINING FUND NJ 501(C)(5) 0 UNITED ASSOCIATION LOCAL 322 PO BOX 73 WINSLOW NJ 08095 210538170 LABOR UNION NJ 501(C)(5) 0 AC CONVENTION CENTER SMG (71) AC MECHANICAL LLC (9111) ALL AMERICAN PLUMBING HVAC ALLIED POWER SERVICES ALLIED TRADE SERVICES AQUEDUCT PLUMBING SERVICES ATLANTIC CITY AUD & CONV HALL ATLANTIC PLAN MAINTENANCE BATES BROTHERS MECHANICAL BENNETT BROTHERS MECHANICAL BIG B CONTRACTING BILMARK PLUMBING & HEATING BINSKY & SNYDER LLC BOWEN ENGINEERING CORPORATION BROADLEY'S MDI BROTHER'S MECHANICAL LLC BRUMMER THE PLUMBER BURNS MECHANICAL INC CENTRALPACK ENGINEERING (9328) CHADWICK A T CO INC CHURCHVILLE MECHANICAL ASSO CLIMATE PROS CLIMATIC LLC CM3 BUILDING SOLUTIONS COMPETITIVE PLUMBING & HEATING CONCORD ENGINEERING CONN MECHANICAL SYSTEMS COOPER PLUMBING & MECH LLC DAVIDSON HARRY INC DAY & ZIMMERMAN NPS DELONG SERVICE CO INC DOLAN MECHANICAL INC DRISCOLL PLUMBING & HEATING DUCKETT A A INC DWD MECHANICAL INC EAGLE MECHANICAL INC ELLIOT LEWIS CORP F&G MECHANICAL CORP FALASCA MECHANICAL INC (408) FALVO TJ MECHANICAL INC FLEMINGTON INST COMPANY FRAZER'S PLUMBING & HEATING GE MECHANICAL SERVICES LLC GENERAL & MECHANICAL CONTRACTOR GIVOO J CONSULTANTS CORP GLOUCESTER COUNTY UTILITIES GOLDNER HERMAN CO INC HIGHLANDS MECHANICAL LLC HONEYWELL INC J J MCGINNISS COMPANY JJM PLUMBING (NON-BARGAINED) JOHNSON CONTROLS INC KARPEN E A & SONS KASER MECHANICAL LLC KF MECHANICAL KISBY SHORE PLUMBING & HEATING KOHLER JC CO LGB MECHANICAL INC LIMA COMPANY LIMBACH COMPANY LLC LOR-MAR MECHANICAL SERVICES MAROLDA PLUMBING & HEATING MCCLOSKEY MECHANICAL CONT MECHANICAL ASSOCIATES OF NJ MODERN CONTROLS MULTI-TEMP MECHANICAL INC NAGEL-LAVIN INC NEIL S SULLIVAN ASSOC LT NES GLOBAL CONSTRUCTION NJ STATE ASSOC OF PIPE TRADES NOOTER CONSTRUCTION NORTHEAST MECHANICAL SERVICES (NON-BARGAIN) NORTHEAST PLUMBING SERVICES PCI ENERGY SERVICES POSTLER & JAECKLE CORP PURDY MECHANICAL QUAKER MECHANICAL INC REYNOLDS CONSTRUCTION LLC RIGGS DISTLER & CO INC RIVERVIEW PLUMBING HEATING ROESLY PLUMBING LLC RUSSO PLUMBING CONTRACTORS SCHMIDT C J & SONS INC SDA MECHANICAL SERVI SUBURBAN HTG & PLG INC SUPERIOR HEATING & AC LLC SURETY MECH SERV OF NJ LLC SURETY MECHANICAL SERVICES TANDEM ASSOCIATES INC THERMAL PIPINGGBI INC THOMAS CO INC TOTAL PIPE CONNECTIONS TREMATORE BRIAN PLUMBING & HEATING TRIANGLE PLUMBING CO UPTON PLUMBING & HEATING LLC V&G CLIMATE SERVICES INC WATER CENTRAL LLC WHITE JJ INC YANDLE TUBES 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 UNITED ASSOCIATION LOCAL 322 PENSION FUND Q 216624 FMV UNITED ASSOCIATION LOCAL 322 ANNUITY FUND Q 204143 FMV UNITED ASSOCIATION LOCAL 322 EDUCATION AND TRAINING FUND Q 130773 FMV