2025-03-27T14:50:50-05:00 2024-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-07-01 237097998 ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE PLAN ASBE 2152894303 2014 HORNIG ROAD PHILADELPHIA PA 19116 ROBERT J CELLUCCI TRUSTEE 2152894303 2025-03-27 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-03-27 2023 2025-03-06 01:10:19Z ROBERT J CELLUCCI 2014 HORNIG ROAD PHILADELPHIA PA 19116 31868036 0 X N/A X 1950 PA THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN COVERING MEMBERS OF INSULATORS AND ASBESTOS WORKERS LOCAL UNION NOS. 14 AND 89 AND ALL EMPLOYEES WHOSE EMPLOYMENT IS IN A CAPACITY WHICH PROVIDES FOR CONTRIBUTIONS TO THE TRUST OF THE PLAN. 6 3 4 0 0 0 0 0 15197601 15824190 593034 1121783 0 0 15790635 16945973 0 0 15897959 14686133 369583 388024 0 0 0 533126 585341 16800668 15659498 -1010033 1286475 29610005 32910133 681614 794039 28928391 32116094 X THE PLAN PROVIDES THE FOLLOWING BENEFITS FOR ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS: DEATH BENEFITS, OUT-PATIENT DIAGNOSTIC, ACCIDENTAL DEATH AND DISMEMBERMENT, X-RAY AND LABORATORY, MATERNITY, HOSPITAL, MAJOR MEDICAL, SURGICAL, DENTAL CARE, VISION CARE, EXTENDED BENEFITS AFTER TERMINATION OF ELIGIBILITY, PRESCRIPTION DRUGS, VACATION BENEFITS AND ALCOHOL AND DRUG ABUSE TREATMENT.THE DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS ARE BEING PAID THROUGH AN INSURANCE ARRANGEMENT WITH UNION LABOR LIFE INSURANCE COMPANY. SELF-INSURED BENEFITS PAID DIRECTLY TO PARTICIPANTS CONSIST PRIMARILY OF PRESCRIPTION DRUGS, VISION, DENTAL, MAJOR MEDICAL, MEDICARE, SICKNESS AND ACCIDENT, EXTENDED BENEFITS AND ALCOHOL AND DRUG ABUSE TREATMENT. 0 0 TO PROVIDE MEDICAL, HOSPITAL, DENTAL, VISION, PRESCRIPTION, WEEKLY DISABILITY INCOME, AND DEATH BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 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 493 0 4 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 1 1 0 0 0 X ADMINISTRATOR 2152894303 2014 HORNIG ROAD PHILADELPHIA PA 19116 JERRY LICHTERMAN MANAGEMENT TRUSTEE CO-CHAI 1.00 X 0 0 0 STEPHEN PETTIT LABOR TRUSTEE 1.00 40.00 X 0 184731 137387 MICHAEL FORMICA MANAGEMENT TRUSTEE 1.00 X 0 0 0 ROBERT CELLUCCI LABOR TRUSTEE CO-CHAIRMAN 1.00 40.00 X 0 172280 134641 ARTHUR SWEENEY MANAGEMENT TRUSTEE 1.00 X 0 0 0 STEPHEN ROBERTS JR LABOR TRUSTEE 1.00 40.00 X 0 172280 134641 MICHAEL BURNS FUND ADMINISTRATOR 16.00 29.00 X 18976 146448 101048 18976 675739 507717 0 0 1 0 AETNA 9 ENTIN ROAD STE 203 PARSIPPANY NJ 07054 CLAIMS PROCESSING 254247 1 EMPLOYER CONTRIBUTIONS 525100 12652803 12652803 PARTICIPANT VACATION CONTRIBUTION 525100 1820237 1820237 RETIREE CONTRIBUTIONS 525100 1339428 1339428 COBRA CONTRIBUTION 525100 11722 11722 15824190 1057169 1057169 14986677 14922063 64614 64614 64614 16945973 15824190 0 1121783 14686133 30324 168964 114806 57232 16698 59495 85623 83638 166176 60108 57999 42497 1445 449 23789 PCORI FEES 4122 15659498 982607 1557966 5266273 6518130 1402122 1336892 38182 13185 150085 150085 0 0 19816641 22585197 589402 521151 1514778 377612 29610005 32910133 63128 70247 618486 723792 681614 794039 X 0 0 0 0 28928391 32116094 28928391 32116094 29610005 32910133 1286475 1901228 0 X X 0 1 X 1 0 90364 90364 0 50083 50083 0 9638 9638 0 0 DUE TO LOCAL UNION 14 2746 PENDING INVESTMENT TRADES PAYABLE 175000 LEASE LIABILITY - OPERATING LEASE 521151 DUE TO ASBESTOS WORKERS PHILA. PENSION FUND 9058 DUE TO OTHER RELATED PARTIES 728 RECIPROCAL CONTRIBUTIONS PAYABLE 15109 723792 X 18763563 1901228 1901228 16862335 83638 83638 16945973 15575860 0 15575860 83638 83638 15659498 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 STEPHEN PETTIT LABOR TRUSTEE 0 184731 0 0 0 0 0 105875 0 31512 0 322118 0 0 ROBERT CELLUCCI LABOR TRUSTEE CO-CHAIRMAN 0 172280 0 0 0 0 0 103129 0 31512 0 306921 0 0 STEPHEN ROBERTS JR LABOR TRUSTEE 0 172280 0 0 0 0 0 103129 0 31512 0 306921 0 0 MICHAEL BURNS FUND ADMINISTRATOR 18976 146448 0 0 0 0 7809 61727 3539 27973 30324 236148 0 0 FORM 990, PART V, LINE 2A: ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND PAYS TAXABLE DISABILITY BENEFITS TO PARTICIPANTS. THE FUND ISSUED 8 FORMS W-2 FOR DISABILITY BENEFITS AND 4 FOR EMPLOYEES IN CALENDAR YEAR 2023. FORM 990, PART VI, SECTION B, LINE 11B ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE COMPLETED RETURN IS FORWARDED TO THE FUND ADMINISTRATOR FOR INITIAL REVIEW. THE RETURN IS THEN PRESENTED TO THE TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12 ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE PLAN MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT WHO PERFORMS THE AUDIT. NO CHANGE FROM THE PRIOR YEAR. INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 89 1502 SOUTH OLDEN AVENUE TRENTON NJ 08610 221732686 LOCAL UNION NJ 501(C)(5) N/A 0 ASBESTOS WORKERS PHILADELPHIA PENSION FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 236406511 PENSION FUND PA 401(A)/501(A) N/A 0 ASBESTOS WORKERS LOCAL NO 14 SCHOLARSHIP FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 311729117 SCHOLARSHIP FUND PA 501(C)(3) 509(A)(2) 0 JOINT APPRENTICE TRAINING FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 231711170 EDUCATION AND TRAINING FUND PA 501(C)(3) 170(B)(1)(A)(II) 0 INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 14 2014 HORNIG ROAD PHILADELPHIA PA 19116 230724510 LOCAL UNION PA 501(C)(5) N/A 0 ASBESTOS WORKERS PHILADELPHIA FUNDS 2014 HORNIG ROAD PHILADELPHIA PA 19116 231899244 LOCAL UNION PA 501(C)(5) N/A 0 JAC LOCAL #14 2014 HORNIG ROAD PHILADELPHIA PA 19116 LOCAL UNION PA 501(C)(5) N/A 0 LOCAL 14 MARKETING FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 230724510 LOCAL UNION PA 501(C)(5) N/A 0 ASBESTOS WORKERS SAVINGS PLAN 2014 HORNIG ROAD PHILADELPHIA PA 19116 863729421 PENSION FUND PA 401(A)/501(A) 0 ADVANCED NUCLEAR ACCURATE INSULATION ADVANCED SPECIALTY CONTRACTORS ALLIED POWER LLC APACHE INDUSTRIAL UNITED BRANDSAFWAY INDUSTRIES BRASS ROOTS INSULATION BRIAN TREMATORE PLUMBING BROCK INDUSTRIAL SERVICES DAY & NITE REFRIGERATION DELTABJDS INC DIAMOND HUNTBACH CONST CORP ED O INSUTLATION EII INC EWP CONTRACTING INC FOLEY INSULATION INC INSULTECH INC INTERNATIONAL ASBESTOS REMOVAL INC K FACTOR INSULATION KGULLER LUCKY MECHANICAL LLC M&O INSULATION M&R INSULATION SERVICES MAXIMUM MECHANICAL MECHANICAL INSULATION MID ATLANTIC INSULATION MJM INDUSTRIES MPF INSULATION PDM CONSTRUCTORS INC NORRIS INSULATION CO PHILADELPHIA D&M SELVEY GOLDEN INCORP SPECIALTY CONTRACTING SER TECH STAR INSULATION INC STEFANOW INSULATION INC TANDEM ASSOCIATES INC TEMPERED INSULATION INC THERMAL PIPING DIV OF GBI THERMAL SOLUTIONS CONTRACTING VIERLING INSULATION VITAL INSULATION 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 ASBESTOS WORKERS PHILADELPHIA PENSION FUND Q 324036 FMV ASBESTOS LOCAL 14 L 41399 FMV LOCAL 14 BUILDING FUND N 83688 FMV ASBESTOS WORKERS SAVINGS PLAN Q 10730 FMV