2026-05-28T14:14:43-05:00 2025-08-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-09-01 231415471 TEAMSTERS LOCAL 830 WELFARE PLAN TEAM 2159691012 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 DANIEL GRACE TRUSTEE 2159691012 2026-05-28 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-05-28 2024 2025-03-06 01:10:19Z DANIEL GRACE 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 52435516 0 X WWW.TEAM830FUNDS.ORG X 1953 PA TO PROVIDE PARTICIPANTS WITH ACCESS TO MEDICAL DOCTORS VISITS AND MAJOR MEDICAL, HOSPITALIZATION, PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS. 6 3 0 0 0 0 0 0 36221386 36910495 1491505 1043464 0 0 37712891 37953959 0 0 35719994 39380927 664823 680665 0 0 0 470701 583321 36855518 40644913 857373 -2690954 45960279 44723175 229562 295699 45730717 44427476 TO PROVIDE PARTICIPANTS WITH ACCESS TO MEDICAL DOCTORS VISITS AND MAJOR MEDICAL, HOSPITALIZATION, PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS. 0 0 TO PROVIDE PARTICIPANTS WITH ACCESS TO MEDICAL DOCTORS VISITS AND MAJOR MEDICAL, HOSPITALIZATION, PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 14 0 0 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X FUND ADMINISTRATOR 2159691012 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 DANIEL GRACE UNION TRUSTEE 5.00 40.00 X 0 152000 73155 CHARLES T WHITE UNION TRUSTEE 5.00 40.00 X 0 138500 67140 JOHN O'ROURKE EMPLOYER TRUSTEE 5.00 40.00 X 0 132560 66158 MATTHEW FUNCHION EMPLOYER TRUSTEE 5.00 X 0 0 0 NICHOLAS FUNCHION EMPLOYER TRUSTEE 5.00 X 0 0 0 DOMINIC ORIGLIO EMPLOYER TRUSTEE 5.00 X 0 0 0 SAMUEL J KENISH ADMINISTRATOR 18.00 22.00 X 129271 140043 33123 JENNIFER SCHMELTZER FUND EMPLOYEE 18.00 22.00 X 50436 54639 33123 179707 617742 272699 1 0 1 0 KEYSTONE HEALTH PLAN EAST 1901 MARKET ST PHILADELPHIA PA 19103 CLAIMS ADMINISTRATION 1416890 SPEAR WILDERMAN 230 SOUTH BROAD ST STE 1400 PHILADELPHIA PA 19102 ATTORNEY 336000 TEMPLE UNIVERSITY HOSPITAL 3401 N BROAD STREET PHILADELPHIA PA 19140 CARE MANAGEMENT 284167 EXPRESS SCRIPTS 1 EXPRESS WAY ST LOUIS MO 63121 PRESCRIPTION BENEFIT ADMINISTRATION 260296 MENTAL HEALTH CONSULTANTS INC 1501 LOWER STATE RD STE 200 NORTH WALES PA 19454 CARE MANAGEMENT 106128 5 EMPLOYER CONTRIBUTIONS 525100 36086002 36086002 RETIREE CONTRIBUTIONS 525100 579609 579609 COBRA CONTRIBUTIONS 525100 244884 244884 36910495 924094 924094 14600927 14481557 119370 119370 119370 37953959 36910495 0 1043464 39380927 285290 202502 36147 122844 33882 57035 67779 117797 86117 67773 112098 49562 5460 4000 15700 40644913 5834662 3945353 2028487 1975626 12522 16581327 19807741 36976468 1695540 1825728 45960279 44723175 119600 97589 5807 105653 104155 92457 229562 295699 X 45730717 44427476 45730717 44427476 45960279 44723175 -2690954 1387713 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP - REAL ESTATE 4362251 F COMMON COLLECTIVE TRUST 15167144 F LIMITED PARTNERSHIP - FIXED INCOME 17447073 F 36976468 DUE TO RELATED PARTY 92457 92457 X 39223875 1387713 1387713 37836162 117797 117797 37953959 40527116 0 40527116 117797 117797 40644913 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 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 SAMUEL J KENISH ADMINISTRATOR 129271 140043 0 0 0 0 3615 3916 12284 13308 145170 157267 0 0 DANIEL GRACE UNION TRUSTEE 0 152000 0 0 0 0 0 39263 0 33892 0 225155 0 0 CHARLES T WHITE UNION TRUSTEE 0 138500 0 0 0 0 0 34328 0 32812 0 205640 0 0 JOHN O'ROURKE EMPLOYER TRUSTEE 0 132560 0 0 0 0 0 33821 0 32337 0 198718 0 0 BRANDON KENISH FAMILY RELATIONSHIP WITH SAMUEL J. KENISH, ADMINISTRATOR 58768 COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MATTHEW FUNCHION AND NICHOLAS FUNCHION HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MAINTAINS AND MONITORS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF TOP MANAGEMENT IS CAREFULLY REVIEWED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. NO CHANGE FROM PRIOR YEAR. TEAMSTERS LOCAL 830 PENSION PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 231990755 PENSION FUND PA 401(A) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 830 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 230725246 LABOR UNION PA 501(C)(5) 0 TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 237367250 PENSION FUND PA 401(A) 0 TEAMSTERS LOCAL 830 SCHOLARSHIP FUND 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 232003122 SCHOLARSHIP FUND PA 501(C)(3) 0 THOMAS JEFFERSON UNIVERSITY HOSPITAL C/O TJU 601 WALNUT ST SUITE 925E PHILADELPHIA PA 191063333 232829095 HOSPITAL PA 501(C)(3) 0 GCU LOCAL 16-N 3460 N DELAWARE AVE STE 300 PHILADELPHIA PA 19134 231416317 LABOR UNION PA 501(C)(5) 0 NEWSGUILD OF GREATER PHILADELPHIA 1329 BUTTONWOOD ST PHILADELPHIA PA 19123 230916805 LABOR UNION PA 501(C)(5) 0 AMERICAN BD COMPANY ANTONIO ORIGLIO 31ST & WHARTON ARAMARK ATLANTIC LEASING (NU) BANKO BEVERAGE BUNZL PHILADELPHIA CHAMPION CONTAINER LOCAL 107 CLEAN EARTH - LOCAL 107 COLLEGEVILLE TRAPPE PUBLIC WORKS DRY ICE CORP LOCAL 107 HANK'S BEVERAGE COMPANY (NU) JERITH MANUFACTURING KONRAD BEER DIST INC MC CLAFFERTY PRINTING COMPANY MEENAN OIL COMPANY LP MEENAN OIL COMPANY LPLOCAL 107 MULLER INC ORIGLIO BEVERAGE INC PENN BEER DISTRIBUTORS INC PENN WAREHOUSELOCAL 107 PEPSI BEVERAGES COMPANY PEPSI BEVERAGES COMPANY WILMINGTON PEPSI BEVERAGES COMPANY MAYS LANDING PEPSI BEVERAGES COMPANY SEIU 32BJ PHILADELPHIA MEDIA NETWORK PMNOPT OUTS POST PRECISION CASTINGS INC REFRESCO BEVERAGES US INC ROUTE MESSENGERS OF PA SYSTEM FREIGHT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 TEAMSTERS LOCAL 830 PENSION FUND P 886654 FMV