2024-08-14T08:39:40-05:00 2023-10-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-11-01 026009395 PLUMBERS AND STEAMFITTERS LOCAL NO 131 HEALTH AND WELFARE FUND PLUM 2032697741 PO BOX 5817 WALLINGFORD CT 06492 DAVID PELLETIER TRUSTEE 2032697741 2024-08-14 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-08-13 2022 2024-08-08 14:25:15Z DAVID PELLETIER PO BOX 5817 WALLINGFORD CT 06492 5787109 0 1 X N/A X 1971 NH PROVIDE HEALTH AND WELFARE BENEFITS 8 8 0 0 0 0 0 0 4757953 5278004 267077 205395 506830 303710 5531860 5787109 0 0 4201324 4306705 0 0 0 0 0 422171 412504 4623495 4719209 908365 1067900 9216846 10191035 496616 330620 8720230 9860415 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE FUND PROVIDES SURGERY, HOSPITALIZATION, LIFE INSURANCE, MAJOR MEDICAL, DISABILITY AND OTHER HEALTH BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 2032697741 PO BOX 5817 WALLINGFORD CT 06492 DAVID PELLETIER UNION TRUSTEE 1.00 40.00 X 0 118097 0 STEVEN LACHANCE UNION TRUSTEE 1.00 40.00 X 0 116797 0 JOHN DOHERTY MANAGEMENT TRUSTEE 1.00 X 0 0 0 LAUREN CAMPBELL MANAGEMENT TRUSTEE 1.00 X 0 0 0 SEAN R DOHERTY MANAGEMENT TRUSTEE 1.00 X 0 0 0 RICHARD HANSELL MANAGEMENT TRUSTEE 1.00 X 0 0 0 GREG ROGERS UNION TRUSTEE 1.00 X 0 0 0 ERIC BERRY UNION TRUSTEE 1.00 X 0 0 0 0 234894 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 THIRD PARTY ADMIN 158610 1 EMPLOYER CONTRIBUTIONS 900099 4888516 4888516 EMPLOYEE CONTRIBUTIONS 900099 389488 389488 5278004 205395 205395 BENEFITS RECOVERED - S 900099 150367 150367 PRESCRIPTION REIMBURSE 900099 147566 147566 LIEN REIMBURSEMENT 900099 5708 5708 69 69 303710 5787109 5581714 0 205395 4306705 27564 15462 4000 321451 7258 2497 15018 19254 4719209 1554357 1192169 691988 752214 4375 4375 6966126 8242277 9216846 10191035 132590 31797 4226 4223 359800 294600 496616 330620 X 0 0 0 0 8720230 9860415 8720230 9860415 9216846 10191035 1067900 72285 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 294600 294600 X 5855394 72285 72285 5783109 4000 4000 5787109 4780409 0 4780409 4000 -65200 -61200 4719209 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION -65,200. FORM 990, PART VI, SECTION A, LINE 2 JOHN DOHERTY AND SEAN DOHERTY ARE FATHER AND SON, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AND LEGAL COUNSEL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE ORGANIZATION'S POLICY, INDIVIDUALS HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. AS PART OF THE FORM 990 REVIEW PROCESS, THE ORGANIZATION DISCUSSES THE POLICY AND THE DISCLOSURE OBLIGATIONS THEREUNDER ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS' GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990. PART XII, LINE 2C: THE ORGANIZATIONS GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AS WELL AS SELECTION OF THE INDEPENDENT ACCOUNTANT. PLUMBERS AND STEAMFITTERS LOCAL 131 ANNUITY PO BOX 5817 WALLINGFORD CT 06492 061405058 PENSION CT 0 PLUMBERS AND STEAMFITTERS LOCAL 131 161 LONDONDERRY TPKE HOOKSETT NH 03106 020134876 LABOR UNION NH 501(C)(5) 0 PLUMBERS AND STEAMFITTERS LOCAL 131 PENSION PLAN PO BOX 5817 WALLINGFORD CT 06492 516025975 PENSION CT 0 AMERICAN REFRIG CO INC BARBER FIRESTOP SYSTEMS LLC BEACON PIPING COMPANY BHI ENERGY BOND MECHANICAL CONSTRUCTION BPL HEATING & AIR CONDITIONING CAPITAL ENGINEERING CO CCB INC CFMVR TESCO LLC CORPORATE MECHANICAL INC DR SPECIALTIES LLC DAY & ZIMMERMAN NPS DELTA MECHANICAL CONTR LLC DUAL TEMP OF ILLINOIS INC DYNAMIC SYSTEMS INC EDWARD F CORCORAN P&H CO EMCOR SERVIES NORTHEAST INC FEDERAL PIPING COMPANY INC GMN SERVICES LLC GRANITE MECHANICAL INC GRANITE STATE PIPING HARRY GRODSKY & CO INC HONEYWELL INC HVAC UNLIMITED JOHNSON CONTROLS INC KINETIC SYSTEMS INC ME&I CONSTRUCTION SERVICES NEW ENGLAND STATES PIPE TRADES NORTH RIVER INTEGRATED NORTHERN PEABODY INC MANCHSTR O'CONNOR CORPORATION ORBIS INC PLBRS&STMFTRS 131 RTH MECHANICAL CONTRACTORSINC RTH MECHANICAL SERVICES INC SIEMENS INDUSTRY INC THOMAS G GALLAGHER INC UNITED TECHNICAL SERVICES LLC WARDS ELECTRICAL SERVICES LLC YANDLE TUBES LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0