2025-09-27T11:17:28-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 231392600 TEAMSTERS HEALTH & WELFARE FUND OF PHILA DELPHIA & VICINITY TEAM 8563822400 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 MARIA SCHEELER ADMINISTRATOR 8563822400 2025-09-27 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-09-27 2024 2025-03-06 01:10:19Z MARIA SCHEELER 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 176634004 0 X WWW.TEAMSTERFUNDS.COM X 1951 NJ FUNDING ARRANGEMENT FOR MULTIEMPLOYER WELFARE PLAN UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. 6 0 0 0 0 0 0 0 115231492 117027488 20305766 7414196 0 130763 135537258 124572447 0 0 111511020 110138607 42661 15500 0 0 0 9585531 10111596 121139212 120265703 14398046 4306744 163197816 165922032 1135086 1215397 162062730 164706635 FUNDING ARRANGEMENT FOR MULTIEMPLOYER WELFARE PLAN UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. 0 0 TO PROVIDE FUNDED MEDICAL BENEFITS, INCLUDING VISION, DENTAL, OUTPATIENT SERVICES, HOSPITALIZATION, WEEKLY DISABILITY, DEATH, SURGERY, MAJOR MEDICAL, PRESCRIPTION DRUG AND MANAGED CARE BENEFITS, TO PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 263 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 X MARIA SCHEELER 8563822400 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 ROBERT BRYAN JR UNION TRUSTEE 1.00 39.00 X 0 177682 106320 HOWARD WELLS UNION TRUSTEE 1.00 39.00 X 0 184431 70886 WILLIAM HAMILTON UNION TRUSTEE 1.00 39.00 X 0 106778 76976 WILLIAM J EINHORN EMPLOYER TRUSTEE 1.00 1.00 X 15500 0 0 DAVID EVANS EMPLOYER TRUSTEE 1.00 39.00 X 0 0 0 DANIEL SCHMIDT EMPLOYER TRUSTEE 1.00 39.00 X 0 0 0 MARIA SCHEELER ADMINISTRATOR 20.00 25.00 X 0 0 0 15500 468891 254182 0 0 1 0 ADMINISTRATIVE SERVICE PROFESSIONALS 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 THIRD PARTY ADMINISTRATOR 4401000 HORIZON HEALTHCARE SERVICES INC 3 PENN PLAZA NEWARK NJ 07105 CLAIMS PROCESSOR 2381903 CAPITAL RX 228 PARK AVE S SUITE 87234 NEW YORK NY 10003 ADMINISTRATIVE FEES 1043389 GUARDIAN NURSES HEALTHCARE ADVOCATE PO BOX 224 FLOURTOWN PA 19031 HEALTH ADVOCATE 464677 SWORD HEALTH 13937 SPRAGUE LANE SUITE 100 DRAPER UT 84020 DIGITAL HEALTHCARE SERVICES 341925 15 EMPLOYER CONTRIBUTIONS 525100 116424804 116424804 PARTICIPANT AND COBRA CONTRIBUTIO 525100 602684 602684 117027488 6805005 6805005 52670748 52061557 609191 609191 609191 SETTLEMENT INCOME 900099 130763 130763 130763 124572447 117158251 0 7414196 110138607 15500 396940 134880 352288 8832071 190451 47714 29996 5173 75354 FEES MANADATED BY THE A 46729 120265703 9814621 6704701 7488902 8895739 37516 495279 143186693 140785053 6952543 2670084 2088717 163197816 165922032 244105 347035 890981 868362 1135086 1215397 X 162062730 164706635 0 0 0 0 162062730 164706635 163197816 165922032 4306744 -1662839 0 X 0 1 X 1 0 0 X 122557320 -1662839 -1662839 124220159 352288 352288 124572447 119913415 0 119913415 352288 352288 120265703 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 ROBERT BRYAN JR UNION TRUSTEE 0 177682 0 0 0 0 0 72782 0 33538 0 284002 0 0 HOWARD WELLS UNION TRUSTEE 0 184431 0 0 0 0 0 70886 0 0 0 255317 0 0 WILLIAM HAMILTON UNION TRUSTEE 0 106778 0 0 0 0 0 48822 0 28154 0 183754 0 0 ADMINISTRATIVE SERVICE PROF INC SEE PART V 4401000 ADMINISTRATIVE SERVICES 0 SCHEDULE L, PART IV HOWARD WELLS AND WILLIAM DAVID EVANS ARE TRUSTEES OF THE TEAMSTERS HEALTH & WELFARE FUND, AS WELL AS DIRECTORS OF ADMINISTRATIVE SERVICE PROFESSIONALS INC. MARIA SCHEELER IS THE ADMINISTRATOR OF THE TEAMSTERS HEALTH & WELFARE FUND AND ALSO SERVES AS PRESIDENT OF ADMINISTRATIVE SERVICE PROFESSIONALS INC. FORM 990, PART VI, SECTION A, LINE 2 HOWARD WELLS, WILLIAM DAVID EVANS AND MARIA SCHEELER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A UNION DESIGNATED TRUSTEES ARE ELECTED BY MAJORITY VOTE BY THE PRINCIPAL OFFICERS OF THE SEVEN LOCALS THAT ORIGINALLY FOUNDED THE FUND. EMPLOYER-DESIGNATED TRUSTEES ARE APPOINTED BY THE TRANSPORT EMPLOYERS ASSOCIATION, AN ASSOCIATION HAVING AS ITS MEMBERS INDIVIDUAL EMPLOYERS WHO HAVE COLLECTIVE BARGAINING RELATIONSHIPS WITH THE FUND'S PARTICIPATING LOCAL UNIONS. FORM 990, PART VI, SECTION B, LINE 11B INDEPENDENT AUDITOR PREPARES FORM 990, AND AFTER COMPLETION, SUBMITS COPY TO THE ADMINISTRATOR FOR INITIAL REVIEW. UPON REVEIW BY ADMINISTRATOR, FORM 990 IS FORWARDED TO THE FUND'S TRUSTEES FOR REVIEW BEFORE IT IS SIGNED BY THE ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON RECEIPT OF A WRITTEN REQUEST TO THE FUND ADMINISTRATOR. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION A, LINE 8A: ALL MEETINGS AND DECISION-MAKING BY THE GOVERNING BODY ARE DOCUMENTED IN THE MEETING MINUTES HELD BY THE FUND. FORM 990, PART VI, SECTION A, LINE 8B: ALL MEETINGS AND RECOMMENDATIONS MADE BY THE VARIOUS COMMITTEES ARE DOCUMENTED IN THE MEETING MINUTES HELD BY THE FUND. 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FAMILY WILLIAM BETZ JR INC WM MACMILLAN CO-DRVS WRAP BOOK PAYROLL YRC WORLDWIDE INC 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 ADMINISTRATIVE SERVICE PROFESSIONALS INC M 4401000 RATE PER MEMBER