2024-02-13T09:03:01-06:00 2023-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-05-01 231324693 SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO 19 SHEE 2159521990 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 THOMAS J KLINGENBERG ADMINISTRATOR 2159521990 2024-02-13 1 THOMAS KLINGENBERG 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GARY MASINO 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 98430847 0 X NA X 1949 PA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS 8 4 0 0 0 0 0 0 55734352 51540111 1576575 1272020 53478 59238 57364405 52871369 0 0 61375730 57852893 1132269 1056243 0 0 0 879350 811613 63387349 59720749 -6022944 -6849380 48659410 41139920 1045648 622800 47613762 40517120 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 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 0 0 0 0 0 0 0 1 0 0 1 X 102 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X ADMINISTRATOR 2159521990 1301 S COLUMBUS BLVD PHILADELPHIA PA 19147 GARY J MASINO CO-CHAIR 5.00 40.00 X 0 256906 166422 ROELAND F HOEKE TRUSTEE 2.00 X 0 0 0 ERNEST J MENOLD CO-CHAIR 2.00 X 0 0 0 BRYAN BUSH TRUSTEE 2.00 40.00 X 0 196151 142340 DENNIS O'BRIEN TRUSTEE (P) 2.00 X 0 0 0 GERARD E GONTZ TRUSTEE 2.00 40.00 X 0 0 0 MICHAEL FORD TRUSTEE (P) 2.00 X 0 159684 125081 GINA ONORATO TRUSTEE 2.00 X 0 0 0 WILLIAM DORWARD TRUSTEE 2.00 40.00 X 0 158124 124836 THOMAS J KLINGENBERG FUND ADMINISTRATOR 2.00 40.00 X 0 210313 148611 DENNIS SIRAVO ASST ADMINISTRATOR 2.00 40.00 X 0 154914 116752 CHRISTOPHER DOWNEY CONTROLLER 2.00 40.00 X 0 126397 66908 0 1262489 890950 0 0 1 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 ADMINISTRATIVE FEES 1280666 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 PATIENT ADVOCACY 623820 LABOR FIRST LLC 1000 MIDLANTIC DR STE 100 MOUNT LAUREL NJ 08054 ADMINISTRATIVE FEES 614063 BENECARD 5040 RITTER ROAD MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 270724 DELTA DENTAL 1 DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 117901 8 EMPLOYER CONTRIBUTIONS 525100 45131128 45131128 PARTICIPANT AND COBRA CONTRIBUTIO 525100 6408983 6408983 51540111 1429338 1429338 45402160 45559478 -157318 -157318 -157318 MISCELLANOUS INCOME 900099 58963 58963 VACATION ADMIN FEE 900099 275 275 59238 52871369 51383068 0 1488301 57852893 545407 246530 222500 41806 70468 46582 224308 110000 84364 98485 118340 7019 3374 9254 DEPRECIATION EXPENSE AL 21142 REGULATORY FEES AND TAX 18277 59720749 1015012 2014305 4536060 2237286 6441726 6189453 9167 5567 21985060 19417537 13916385 10192772 756000 1083000 48659410 41139920 249747 356089 795901 266711 1045648 622800 X 0 0 0 0 47613762 40517120 47613762 40517120 48659410 41139920 -6849380 -247262 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 7205708 F COMMON COLLECTIVE TRUST 2987064 F 10192772 DUE TO RELATED ORGANIZATIONS 266711 266711 X 52399799 -247262 -247262 52647061 224308 224308 52871369 59496441 0 59496441 224308 224308 59720749 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. 0 0 0 GARY J MASINO CO-CHAIR 0 256906 0 0 0 0 0 111176 0 55246 0 423328 0 0 THOMAS J KLINGENBERG FUND ADMINISTRATOR 0 210313 0 0 0 0 0 103007 0 45604 0 358924 0 0 BRYAN BUSH TRUSTEE 0 196151 0 0 0 0 0 92619 0 49721 0 338491 0 0 MICHAEL FORD TRUSTEE (P) 0 159684 0 0 0 0 0 80884 0 44197 0 284765 0 0 WILLIAM DORWARD TRUSTEE 0 158124 0 0 0 0 0 80639 0 44197 0 282960 0 0 DENNIS SIRAVO ASST ADMINISTRATOR 0 154914 0 0 0 0 0 80202 0 36550 0 271666 0 0 CHRISTOPHER DOWNEY CONTROLLER 0 126397 0 0 0 0 0 30764 0 36144 0 193305 0 0 PART I, LINE 3 COMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS. FORM 990, PART V, LINES 2A AND 2B THE ORGANIZATION PROVIDES BENEFITS TO PARTICIPANTS THAT ARE TAXABLE AS WAGES. 266 FORMS W-2 WERE ISSUED FOR THE CALENDAR YEAR 2022. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED. FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES HAS DELEGATED THE MANAGEMENT OF WELFARE FUND TO THE FUND ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO CO-CHAIRMEN/TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FUNDS TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT. THIS HAS NOT CHNAGED FROM THE PRIOR YEAR. SHEET METAL WORKERS LOCAL UNION NO 19 PENSION FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 231494364 PENSION FUND 401A/501A 0 SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 232681497 SUB FUND 501(C)(9) 0 SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 232245696 ANNUITY FUND 501(C)(9) 0 SHEET METAL WORKERS LOCAL UNION NO 19 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 231077755 LABOR UNION 501(C)(5) 0 A A A SHEET METAL INC A C GENTRY A D S INC A S L REFRIGERATION INC ABCO SIGN CO ACCU-FLOW BALANCING CO LLC ADVANCED SHEET METAL AELLA INDUSTRIES AERDUX INCORPORATED AES MECHANICAL AIR CONCEPTS INC AIR SYSTEMS INC AIR TIGHT HEATING & COOLING AIRSIDE SHEET METAL ALLIED POWER SERVICES LLC AMERICAN MECHANICAL & CONTR ANDREW B DUFFY INC ASC SHEET METAL LLC AWOC AXIS KITCHEN INSTALLATIONS BALTRONIX INC BLANSKI ENERGY MANAGEMENT BONLAND INDUSTRIES BURKE & COMPANY LLC BURKHARDT MECHANICAL C M C PLUMBING HEATING & A C R MEYER AND SONS COMPANY CADDX3 LLC CAMDEN MECHANICAL CAMDEN MECHANICAL LLC CHRISTIANA MECHANICAL INC CITY SIGN SERVICE CLEAR CHANNEL OUTDOOR CMS MECHANICAL CONTRACTING COMMERCIAL AIR CONSTRUCTION COMPASS SIGN CO COMPREHENSIVE TESTBALANC CONTROLLED ENVIRONMENTAL CE CONTROLLED TEMPERATURE SYST CROSS COUNTRY FOOD SER INS CUSTOM FINISHERS INC D J SMITH INDUSTRIAL INC DA SIGNS & SERVICES DAY & ZIMMERMAN DELTABJDS INC DIRECT AIR MECHANICAL DOUBLE D SHEET METAL INC DREAM MECHANICAL DUCTZ DWD MECHANICAL CONTRACTOR I DYNAMIC BALANCING CO INC E J DESETA CO INC (DE) EASTERN AIR BALANCE CORP EASTERN SIGN TECH LLC ENERPLEX MECHANICAL EPAY INC ERNEST D MENOLD INC FALASCA MECHANICAL FILTAIREGENERAL AIRE CORP FISHER BALANCING COMPANY FLOOD & STERLING INC G R SPONAUGLE & SONS GBI INCTHERMAL PIPING GENESIO COMPANY GOYETTE MECHANICAL CO INC H T LYONS HAYS SHEET METAL COMPANY HRANEC SHEET METAL INC HUNTER MECHANICAL INC HYGRADE INSULATORS INC I D GRIFFITH INC (DE) INDEPENDENT BALANCING INTERNATIONAL TRAINING INST INVISION SIGN LLC J & M CUSTOM SHEET METAL LL J & S FABRICATIONOLD J D HOWELL SERVICES JA RESTAURANTS INSTALLATION JOSEPH OAT CORP KAM SHEET METAL LLC KF MECHANICAL KLEIN ELECTRIC ADVERTISING KOTTCAMP SHEET METAL INC LEHIGH COUNTY AUTHORITY LEHIGH S M ERECTING CO LEIBOLD INC LITTLE BITTS SERVICE INC LOR-MAR MECHANICAL LLC LUTHE SHEET METAL INC M D ROOFING MARCLINE SHEET METAL MARLYN SHEET METAL INC MARX NJ GROUP MARX SHEET METAL MASSARA METALS INC MAXIMUM MECHANICAL MCCLURE COMPANY METAL ALLIANCE INC MID-ATLANTIC MECHANICAL MIDLAND ENGINEERING MODERN CONTROLS MRC SIGNS N W INDUSTRIES NATIONAL BALANCING CO NORTHEAST MECHANICAL NOVA SIGN GROUP OPTIMUM PERFORMANCE BALANCI ORELAND SHEET METAL INC PHILADELPHIA SIGN COMPANY PRECISION AIR DESIGNS LLC PREFERRED PLUMBING & HTG PREMIER ARCHITECTURAL S M L PRIME SHEET METAL INC PROGRESSIVE S M CO K&Z RADICK CORPORATION REAM ROOFING ASSOCIATES RELIANT COMMERCIAL KITCHEN RESTAURANT VENT DESIGN RLM MECHANICAL LLC ROBERT G GANTER JR CONT RODNEY B SMITH PLUMBINGHEA ROYAL PAK SYSTEMS INC RW LAPINE MECHANICAL CONTRA SANKS MECHANICAL SCANLON ASSOCIATES SKETCHING SOLUTIONS LLC SOUTH JERSEY METAL INC SOUTH JERSEY SIGN & CONSTR SOUTHERN COMFORT MECHANICAL SOUTHLAND IND MECHANICAL SPECIALTY FABRICATORS INC SSM INDUSTRIES INC STS SHEET METAL SUN MECHANICAL SYSTEMS TAB SYSTEMS INC TABWORKS INC TCS HEATING & AC THERMODESIGN CORP THOMAS CO INC TOTAL COMFORT GROUP URBAN SIGN & CRANE INC V & G CLIMATE SERVICES INC W F SMITH WARKO ROOFING COMPANY INC WEATHERVANE SERVICE INC WM J DONOVAN CO YANNUZZI INC YORK MAHONING ZELLA INDUSTRIES LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SHEET METAL WORKERS LOCAL 19 PENSION FUND P 1439251 FMV