2026-05-13T11:53:37-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 132873303 IUOE LOCAL 30 BENEFITS FUND IUOE 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 DARREN TURTON FUND ADMINISTRATOR 7188478484 2026-05-13 1 ANTHONY VOGT CPA P01385419 6106689400 2026-05-11 2025 2025-03-06 01:10:19Z DARREN TURTON 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 105819797 0 X HTTP://WWW.IUOELOCAL30.ORG/BENEFITS X 1951 NY TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 10 5 16 0 0 0 0 0 84788444 88432454 12554537 10557604 0 36753 97342981 99026811 0 0 100479225 103433219 929937 972521 0 0 0 1144557 1259799 102553719 105665539 -5210738 -6638728 109151058 101672654 755730 1472540 108395328 100200114 TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS 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 1 0 0 0 0 0 1 0 0 1 5 0 1 16 1 0 0 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X MICHAEL SPILLANE 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 WILLIAM LYNN UNION TRUSTEE - CHAIRMAN 1.00 41.00 X 0 436770 124242 ROBERT MOCCIO UNION TRUSTEE 1.00 41.00 X 0 311952 98215 ROBERT WILSON UNION TRUSTEE 1.00 41.00 X 0 284853 92571 KEVIN CRUSE UNION TRUSTEE 1.00 41.00 X 0 284853 92571 DANA SANDERS UNION TRUSTEE 1.00 41.00 X 0 278140 91161 JOHN CULKIN EMPLOYER TRUSTEE 1.00 X 0 0 0 HOWARD FOX EMPLOYER TRUSTEE 1.00 X 0 0 0 CHRISTOPHER DILEONE EMPLOYER TRUSTEE 1.00 X 0 0 0 FRANK GIBBONS EMPLOYER TRUSTEE 1.00 X 0 0 0 FRED SURACE EMPLOYER TRUSTEE 1.00 X 0 0 0 DARREN TURTON FUND ADMINISTRATOR 10.00 30.00 X 100993 157964 84892 DONNA OWENS BENEFITS FUND COORDINATOR 14.00 26.00 X 109693 56878 66414 ARTHUR J NITTOLO BENEFITS EMPLOYEE 1.00 40.00 X 0 146005 61868 BRIGID AHERN BENEFITS EMPLOYEE 12.00 28.00 X 53049 118076 66845 COLLEEN BRINDISI BENEFITS EMPLOYEE 1.00 40.00 X 9403 147320 64445 ANTHONY CIARAMITARO BENEFITS EMPLOYEE 1.00 40.00 X 0 149612 45992 273138 2372423 889216 9 0 1 0 ANTHEM BLUE CROSS 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS ADMINISTRATION 1833882 OPTUMRX INC PO BOX 9472 MINNEAPOLIS MN 554449472 CLAIMS PROCESSING 869517 COMPREHENSIVE PROFESSIONAL SYSTEMS INC 11 HANOVER SQUARE NEW YORK NY 10005 CLAIMS PROCESSING 415139 MARSHALL & MOSS PAYROLL COMPLIANCE SERVI 1400 OLD COUNTRY RD 406 WESTBURY NY 11590 ACCOUNTING 320783 THE OPTIMUMU LLC 1991 SMITH STREET 200 MERRICK NY 11566 CLAIMS PROCESSING 220000 7 EMPLOYER CONTRIBUTIONS 525100 88046525 88046525 PARTICIPANT CONTRIBUTIONS 525100 385929 385929 88432454 1350590 1350590 16000000 6792986 9207014 9207014 9207014 MISCELLANEOUS INCOME 900099 36753 36753 36753 99026811 88432454 0 10594357 103433219 134101 531422 179135 77504 50359 65997 229334 85248 189500 164405 66531 257285 12018 75530 76115 12172 FEES MANDATED BY THE AF 25664 105665539 17264428 11055314 10836402 11656811 63618 39156 1238036 1118623 166532 119413 28350342 30026193 52469736 48775767 109151058 101672654 243883 229506 511847 1243034 755730 1472540 X 0 0 0 0 108395328 100200114 108395328 100200114 109151058 101672654 -6638728 -1556486 0 X X 0 1 X 1 0 41084 13131 27953 466457 454582 11875 730495 650910 79585 119413 COMMON COLLECTIVE TRUSTS 34113532 F REAL ESTATE PARTNERSHIP 14662235 F 48775767 DUE TO UNION 97797 DUE TO RELATED FUNDS AND ENTITIES 1145237 1243034 X 97391077 -1556486 -1556486 98947563 79248 79248 99026811 105586291 0 105586291 79248 79248 105665539 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. X 0 0 0 WILLIAM LYNN UNION TRUSTEE - CHAIRMAN 0 436770 0 0 0 0 0 108642 0 15600 0 561012 0 0 ROBERT MOCCIO UNION TRUSTEE 0 311952 0 0 0 0 0 82615 0 15600 0 410167 0 0 ROBERT WILSON UNION TRUSTEE 0 284853 0 0 0 0 0 76971 0 15600 0 377424 0 0 KEVIN CRUSE UNION TRUSTEE 0 284853 0 0 0 0 0 76971 0 15600 0 377424 0 0 DANA SANDERS UNION TRUSTEE 0 278140 0 0 0 0 0 75561 0 15600 0 369301 0 0 DARREN TURTON FUND ADMINISTRATOR 100993 157964 0 0 0 0 27024 42268 6084 9516 134101 209748 0 0 BRIGID AHERN BENEFITS EMPLOYEE 53049 118076 0 0 0 0 15886 35359 4836 10764 73771 164199 0 0 DONNA OWENS BENEFITS FUND COORDINATOR 109693 56878 0 0 0 0 33463 17351 10273 5327 153429 79556 0 0 COLLEEN BRINDISI BENEFITS EMPLOYEE 9403 147320 0 0 0 0 2931 45914 936 14664 13270 207898 0 0 ARTHUR J NITTOLO BENEFITS EMPLOYEE 0 146005 0 0 0 0 0 46268 0 15600 0 207873 0 0 ANTHONY CIARAMITARO BENEFITS EMPLOYEE 0 149612 0 0 0 0 0 45992 0 0 0 195604 0 0 IUOE LOCAL 30 PENSION FUND TRUSTEE OF PENSION FUND 14662235 INVESTMENT IN REAL ESTATE PARTNERSHIP 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH AN OFFICER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND'S CONFLICT OF INTEREST POLICY REQUIREMENTS ARE REVIEWED PERIODICALLY. FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY, THE COMPENSATION OF THE TOP MANAGEMENT (FUND ADMINISTRATOR) IS REVIEWED AND COMPARED TO THE COMPENSATION OF INDIVIDUALS HOLDING THE SAME POSITION AT OTHER MULTIEMPLOYER BENEFIT FUNDS. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. NONE OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING THE AUDIT. 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