2026-04-01T17:37:17-05:00 2025-08-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-09-01 042226511 TEAMSTERS UNION LOCAL 25 HEALTH SERVICES & INSURANCE PLAN TEAM 6172419220 529 MAIN STREET 209 CHARLESTOWN MA 02129 THOMAS G MARI UNION TRUSTEE CO-CHAIRMAN 6172419220 2026-04-01 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-04-01 2024 2025-03-06 01:10:19Z THOMAS G MARI 529 MAIN STREET 209 CHARLESTOWN MA 02129 260434684 0 X WWW.TEAMSTERSCARE.COM X 1955 MA THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, COUNSELING, WEEKLY DISABILITY, AND PRESCRIPTION DRUG BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES. 7 4 67 0 0 0 0 0 184121586 189857407 18480278 19566339 233286 202945 202835150 209626691 0 0 157580326 168959054 8921288 8932525 0 0 0 2826954 2954627 169328568 180846206 33506582 28780485 410298187 452546257 3604043 3259587 406694144 449286670 THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, COUNSELING, WEEKLY DISABILITY, AND PRESCRIPTION DRUG BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES. 0 0 PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, MENTAL HEALTH, AUDIOLOGY, WELLNESS, AND LIFE AND ACCIDENTAL DEATH INSURANCE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 21 0 67 1 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARIA GNERRE 6172419220 529 MAIN STREET SUITE 209 CHARLESTOWN MA 02129 THOMAS G MARI UNION TRUSTEE, CO-CHAIRMAN 2.00 45.00 X 0 199109 55954 STEVEN J SOUTH UNION TRUSTEE 2.00 45.00 X 0 185817 55954 ANDREW P WALSH UNION TRUSTEE (P) 2.00 45.00 X 0 142614 55954 JOSEPH F FOTI UNION TRUSTEE 2.00 45.00 X 0 142463 55954 JASON LOPES UNION TRUSTEE 2.00 45.00 X 0 142365 55954 MICHAEL SHAUGHNESSY EMPLOYER TRUSTEE, CO-CHAIR 2.00 X 0 0 0 ED DEVITO EMPLOYER TRUSTEE 2.00 X 0 0 0 MATTHEW LOUGHLIN EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 JASON PARADIS EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN WHITE EMPLOYER TRUSTEE 2.00 X 0 0 0 MARIA GNERRE EXECUTIVE DIRECTOR 40.00 X 214998 0 55838 MARK C ANTIDORMI PHARMACY DIRECTOR 40.00 X 172517 0 55838 LAURIE MURPHY DENTAL DIRECTOR 40.00 X 173907 0 52993 ANISSA DERROUCHE DENTAL MANAGER 40.00 X 172226 0 53851 JOANNE SCHULTZ DENTIST 40.00 X 165113 0 55838 AZITA NEGAHBAN DENTIST 40.00 X 153905 0 55838 1052666 812368 609966 6 0 1 0 BLUECROSS BLUESHIELD OF MASSACHUSETTS 25 TECHNOLOGY PLACE HINGHAM MA 02013 CLAIMS ADMINISTRATION 278739 MIDWEST INSTITUTIONAL TRUST COMPANY 5901 COLLEGE BLVD SUITE 100 OVERLAND PARK KS 66211 CUSTODIAL AND INVESTMENT MGT 183339 EMERALD GREEN BUILDING SERVICE LLC 4 TOWER FARM RD BILLERICA MA 01821 BUILDING SERVICES 146255 FEINBERG DUMONT & BRENNAN 177 MILK ST 300 BOSTON MA 02109 LEGAL 141409 SEA CHANGE SYSTEMS INC 83 PINE ST PEABODY MA 01960 IT 140594 10 EMPLOYER CONTRIBUTION 525100 175275888 175275888 REIMBURSEMENTS AND CO-PAYS 525100 9068944 9068944 PARTICIPANT CONTRIBUTION 525100 5512575 5512575 189857407 6974191 6974191 63400141 50807993 12592148 12592148 12592148 REPAYMENT OF CLAIMS 900099 163251 163251 OTHER INCOME 900099 39694 39694 202945 209626691 190020658 0 19606033 168959054 275714 5197638 1310653 1695943 452577 141409 195065 796447 44192 177668 287213 847367 3561 159165 256184 FEES MANDATED BY THE AC 46356 180846206 2336 0 37011850 36258077 18012786 18708434 224034 237350 2800367 1883352 1051737 917015 144735205 178251592 204562283 214314206 3192222 2779652 1505734 1079931 410298187 452546257 308423 345713 3295620 2913874 3604043 3259587 X 0 0 0 0 406694144 449286670 406694144 449286670 410298187 452546257 28780485 13812041 0 X X 0 1 X 1 0 1530283 773787 756496 277621 229796 47825 992463 879769 112694 917015 REAL ESTATE INVESTMENT TRUST 12992832 F COMMON COLLECTIVE TRUST FUNDS 126369362 F LIMITED PARTNERSHIP - SECURED FLOATING RATE LOAN FUND 17822556 F COMMINGLED FUND - 103-12IE 16508619 F LIMITED PARTNERSHIP - EMERGING MARKETS 13436311 F LIMITED PARTNERSHIP - INT'L EQUITY 27184526 F 214314206 OPERATING LEASE LIABILITY 2913874 2913874 X 222642285 13812041 13812041 208830244 796447 796447 209626691 180049759 0 180049759 796447 796447 180846206 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. X 0 0 0 MARIA GNERRE EXECUTIVE DIRECTOR 214998 0 0 0 0 0 24733 0 31105 0 270836 0 0 0 THOMAS G MARI UNION TRUSTEE, CO-CHAIRMAN 0 199109 0 0 0 0 0 24690 0 31264 0 255063 0 0 STEVEN J SOUTH UNION TRUSTEE 0 185817 0 0 0 0 0 24690 0 31264 0 241771 0 0 MARK C ANTIDORMI PHARMACY DIRECTOR 172517 0 0 0 0 0 24733 0 31105 0 228355 0 0 0 LAURIE MURPHY DENTAL DIRECTOR 173907 0 0 0 0 0 23473 0 29520 0 226900 0 0 0 ANISSA DERROUCHE DENTAL MANAGER 172226 0 0 0 0 0 23853 0 29998 0 226077 0 0 0 JOANNE SCHULTZ DENTIST 165113 0 0 0 0 0 24733 0 31105 0 220951 0 0 0 AZITA NEGAHBAN DENTIST 153905 0 0 0 0 0 24733 0 31105 0 209743 0 0 0 ANDREW P WALSH UNION TRUSTEE (P) 0 142614 0 0 0 0 0 24690 0 31264 0 198568 0 0 JOSEPH F FOTI UNION TRUSTEE 0 142463 0 0 0 0 0 24690 0 31264 0 198417 0 0 JASON LOPES UNION TRUSTEE 0 142365 0 0 0 0 0 24690 0 31264 0 198319 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDITOR PREPARES THE FORM 990 AND REVIEWS IT WITH MANAGEMENT AND THE GOVERNING BODY'S CO-CHAIR BEFORE IT IS SIGNED BY THEM. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH CONFLICT OF INTEREST POLICY IS MONITORED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 SALARY INCREASES ARE GRANTED ON AN ACROSS-THE-BOARD PERCENTAGE BASIS FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. INCREASES ARE VOTED UPON BY THE BOARD OF TRUSTEES AND DOCUMENTED IN THE MINUTES TO THEIR MEETING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: TEAMSTERS UNION 25 HEALTH SERVICES & INSURANCE PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR WHO PERFORMS THE AUDIT. FORM 990, PART V, LINE 2A: TEAMSTERS UNION 25 HEALTH SERVICES & INSURANCE PLAN ALSO ISSUES FORMS W-2 FOR THE DISABILITY BENEFIT (THIRD-PARTY SICK PAY) OFFERED BY THE PLAN. 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