2025-03-10T20:58:14-05:00 2024-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-07-01 050271216 TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN TEAM 4014673323 1201 ELMWOOD AVENUE PROVIDENCE RI 029043799 MATTHEW G TAIBI UNION TRUSTEE 4014673323 2025-03-10 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-03-10 2023 2025-03-06 01:10:19Z MATTHEW G TAIBI 121 BRIGHTRIDGE AVENUE EAST PROVIDENCE RI 02914 88216150 0 X NA X 1954 RI THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, LONG-TERM DISABILITY, INCOME TAX PREPARATION, AND PRESCRIPTION DRUG BENEFITS AS WELL AS AN EMPLOYEES' ASSISTANCE PROGRAM FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES. 6 3 5 0 0 0 0 0 70333713 71086306 3415459 4388747 3949 0 73753121 75475053 0 0 60470345 62024845 775087 802057 0 0 0 1037154 1023924 62282586 63850826 11470535 11624227 141446820 160982854 379869 359900 141066951 160622954 X THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, LONG-TERM DISABILITY, INCOME TAX PREPARATION, AND PRESCRIPTION DRUG BENEFITS AS WELL AS AN EMPLOYEES' ASSISTANCE PROGRAM FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES. 0 0 THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, LONG-TERM DISABILITY, INCOME TAX PREPARATION, AND PRESCRIPTION DRUG BENEFITS AS WELL AS AN EMPLOYEES' ASSISTANCE PROGRAM FOR APPROXIMATELY 3,108 MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 5 0 5 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FUND OFFICE 4014673323 1201 ELMWOOD AVENUE PROVIDENCE RI 029043799 JEFFERY ISAACS EMPLOYER TRUSTEE 2.00 X 0 0 0 MATTHEW G TAIBI UNION TRUSTEE/CO-CHAIRMAN 2.00 40.00 X 0 140413 66893 PAUL J SANTOS UNION TRUSTEE 2.00 40.00 X 0 134738 66893 MATTHEW A MAINI UNION TRUSTEE 2.00 40.00 X 0 128779 66893 FRANK PARELLA EMPLOYER TRUSTEE/CO-CHAIRM 2.00 X 0 0 0 WILLIAM SCHMIEDEKNECHT EMPLOYER TRUSTEE 2.00 X 0 0 0 TAMMY BEAUDREAULT FUND ADMINISTRATOR 40.00 X 123737 0 74561 123737 403930 275240 1 0 1 0 UNITED HEALTHCARE INSURANCE COMPANY 475 KILVERT STREET WARWICK RI 02886 CLAIMS PROCESSING 2111876 GURSKY LAW ASSOCIATES 420 SCRABBLETOWN RD N KINGSTON RI 02852 LEGAL SERVICES 278256 THE SEGAL COMPANY 116 HUNTINGTON AVENUE BOSTON MA 02116 ACTUARIAL 173500 DELTA DENTAL OF RHODE ISLAND 10 CHARLES STREET PROVIDENCE RI 02904 CLAIMS PROCESSING 141352 4 EMPLOYER CONTRIBUTIONS 525100 70244314 70244314 PARTICIPANT CONTRIBUTIONS 525100 729934 729934 RETIREE CONTRIBUTIONS 525100 109809 109809 OTHER INCOME 525100 2249 2249 71086306 4279844 4279844 12850000 12741097 108903 108903 108903 75475053 71086306 0 4388747 62024845 445491 229458 127108 278256 50000 82104 173500 101476 112579 105504 21954 32786 45194 FEES MANDATED BY THE AC 20571 63850826 343472 68192 15844828 18845673 3458287 3864256 75821 95502 1262191 1065472 222097 196719 114266156 130249435 6183159 6553077 1053000 1110000 141446820 160982854 315110 291055 64759 68845 379869 359900 X 141066951 160622954 0 0 0 0 141066951 160622954 141446820 160982854 11624227 7931776 0 X X 0 1 X 1 0 33602 33602 786590 664879 121711 345364 304865 40499 96635 95728 907 196719 X 83324725 7931776 7931776 75392949 82104 82104 75475053 63768722 0 63768722 82104 82104 63850826 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 MATTHEW G TAIBI UNION TRUSTEE/CO-CHAIRMAN 0 140413 0 0 0 0 0 40203 0 26690 0 207306 0 0 PAUL J SANTOS UNION TRUSTEE 0 134738 0 0 0 0 0 40203 0 26690 0 201631 0 0 TAMMY BEAUDREAULT FUND ADMINISTRATOR 123737 0 0 0 0 0 49131 0 25430 0 198298 0 0 0 MATTHEW A MAINI UNION TRUSTEE 0 128779 0 0 0 0 0 40203 0 26690 0 195672 0 0 FORM 990, PART VI, SECTION B, LINE 11B TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN'S FORM 990 IS PREAPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS FORWARDED TO THE FUND'S EXECUTIVE DIRECTOR FOR INITIAL REVIEW. THE RETURN IS THEN PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURE FORM 990, PART VI, SECTION C, LINE 19 TEAMSTERS LOCAL 251 HEALTH SERVICES & INSURANCE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR SELECTING THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE 401(K) PLAN 1201 ELMWOOD AVENUE PROVIDENCE RI 02907 050271216 PENSION PLAN RI 401(A)/501(A) 0 TEAMSTERS LOCAL 251 121 BRIGHTRIDGE AVENUE EAST PROVIDENCE RI 02914 050161170 LABOR UNION RI 501(C)(5) 0 ABF FREIGHT SYSTEMS ADAMSDALE CONCRETE & AMERIGAS PROPANE LP ANNUAL MEETING BACCALA J & SONS BAKER COMMODITIES IN BEACON MUTUAL INSURA BOYLE & FOGARTY BRADFORD BRITOC CONSTRUCTIO BUCKLEY HEATING AND C & J LLC CARDI CORPREADY MIX CARDI CORPORATION CARDI LEASING CORPOR CAREMARK CAST AND CREW CATALANO CONSTRUCTIO CENTREX DISTRIBUTORS CRANSTON HOUSING AUT CROWN LINEN SERVICES D'AMBRA CONSTRUCTION DEL-VA CORPORATION DEMCO LLC DEREK E MITCHELL DHL EXPRESS DIGREGORIO INC ENTERTAINMENT PARTNE EQUALITY CONTRUCTION FALL RIVER READY MIX GPL CONSTRUCTION GREENVILLE WATER DIS HESS JOHN R & SONS HORIZON BEVERAGE GRO IANNUCCILLO R P & IDS HIGHWAY SAFETY JACK COOPER TRANSPOR LYNCH J H & SONS MARR SCAFFOLDING COM MC LAUGHLIN & MORAN MEDIA SERVICES METALS RECYCLING MONDELEZ NARRAGANSETT IMPROVE NATIONAL GRID LNG NEW ENGLAND LINEN SU NEW PENN MOTOR EXPRE NORTHSTAR EQUIPMENT PJ KEATING COMPANY PASQUAZZI BROTHERS PETRO DRIVERS AND ME PETROLEUM HEAT & POW PRAXAIR DISTRIBUTION REIMB OVERPAYMENT DA REZENDES K R INC RHODE ISLAND HOSPITA RI FLG GENCO LLC RIVERHEAD BUILDING S ROCCHIO JOHN CORPOR SMITH'S GENERAL TRUC SPRAGUE ENERGY STEPHEN D MUNROE SUNBELT RENTALS TEKNOR APEX COMPANY TOWN OF TIVERTON TWIN RIVER UNITED HEALTHCARE SE UNITED PARCEL SERVIC UNIVERSAL CONSTRUCTI VEOLIA WATER VINAGRO JR CO WILSON 5 SERVICE COM WOOD'S HEATING SERVI YRC FREIGHT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0