2024-11-13T16:03:26-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 016010506 UA LOCAL 716 HEALTH & WELFARE TRUST FUND UALO 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ANTHONY SIROIS TRUSTEE 2032697741 2024-11-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-13 2023 2024-10-15 13:58:12Z ANTHONY SIROIS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 10485923 0 X N/A X 1977 ME TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 8 0 193 0 0 0 0 0 3868489 3915392 -52244 137976 618143 1637940 4434388 5691308 0 0 4753098 6597239 0 0 0 0 0 533411 517886 5286509 7115125 -852121 -1423817 5008801 4215559 288305 522307 4720496 3693252 TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 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 0 193 1 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2032697741 8 FAIRFIELD BLVD SUITE 105 WALLINGFORD CT 06492 NAPOLITANO JOHN TRUSTEE 2.00 40.00 X 0 0 0 MCKENNA JENNIFER TRUSTEE (P) 2.00 X 3429 0 0 SAINO GARY TRUSTEE 2.00 X 0 0 0 PARRIE WILLIETTE TRUSTEE 2.00 X 0 0 0 SIROIS ANTHONY TRUSTEE 2.00 40.00 X 0 87565 0 CHAD ELLIS TRUSTEE 2.00 X 0 0 0 BEAU LIBBY TRUSTEE 2.00 X 0 0 0 MICHAEL WICHENBACH TRUSTEE 2.00 X 0 83754 0 DAN NELSON TRUSTEE 2.00 X 0 0 0 3429 171319 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ADMINISTRATION 241880 ANTHEM INC 120 MONUMENT CIRCLE INDIANAPOLIS IN 46204 NETWORK ACCES/CLAIMS REPRICING 128959 2 EMPLOYER CONTRIBUTIONS 230000 3621636 3621636 EMPLOYEE CONTRIBUTIONS 230000 293756 293756 3915392 96437 96437 4836154 4794615 41539 41539 41539 STOP LOSS REIMBURSEMENTS 230000 1492923 1492923 PRESCRIPTION REBATES 230000 134554 134554 MEDICARE PART D REIMBURSEMENT 230000 10200 10200 263 263 1637940 5691308 5553332 0 137976 6597239 241880 24000 17810 18525 198445 3250 2751 2342 5742 BANK FEES 3141 7115125 100281 15751 376034 10039 855255 1274520 3677231 2915249 5008801 4215559 21094 40467 267211 481840 288305 522307 X 0 0 0 0 4720496 3693252 4720496 3693252 5008801 4215559 -1423817 396573 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 481840 481840 X 6069356 396573 396573 5672783 18525 18525 5691308 6881971 0 6881971 18525 214629 233154 7115125 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE 214,629. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA EMAIL OR PAPER COPY. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AS WELL AS LEGAL COUNSEL PRIOR TO FILING. 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 ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS, ARE AVALIABLE UPON REQUEST TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH GOVERNMENT REGULATIONS, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990. PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE FINANCIAL STATEMENT AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT. NO CHANGE FROM PRIOR YEAR. UA LOCAL 716 JACT 50 ELM STREET MANCHESTER NH 03101 010462738 EMPLOYMENT TRAINING TRUST 0 UA LOCAL 716 PO BOX 496 AUGUSTA ME 04332 043390229 LABOR UNION LABOR UNION 0 UA LOCAL 716 LABOR MGT COOP TST 10 TECHNOLOGY DR WALLINGFORD CT 06492 463541234 LABOR ORGANZIATION LABOR ORGANIZATION 0 ALLIED POWER SERVICES MICHIGAN ALLIED POWER SERVICES LLC CARRIER CORP CCB INC DAY & ZIMMER DYNAMIC SYSTEMS INC GABRIEL PLUMBING GRANITE MECHANICAL INC HARRY GRODSKY & CO INC HONEYWELL INC IRONHEAD INDUSTRIES JOHNSON CONTROLS INC JORDAN WELDING KINETIC SYSTEMS INC LARKIN ENTERPRISES MJ DALY & SONS INC MAINE AUTOMATION MECHANICAL ADVANTAGE CONST LLC PELLERIN & SONS P&H LLC SIEMENS INDUSTRY INC STRAIGHTLINE REFRIGERATION SULLIVAN & MERRITT INC THOMAS GALLAGHER TWEETGAROT UA LOCAL #716 P&P BENEFITS UA LOCAL 716 JATC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0