2024-11-12T10:28:27-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 066069081 UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND UFCW 8604708551 PO BOX 5160 WESTPORT CT 068809917 RONALD PETRONELLA UNION TRUSTEE 2032264751 2024-11-12 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-12 2023 2024-10-15 13:58:12Z RONALD PETRONELLA PO BOX 5160 WESTPORT CT 068809917 157793957 0 X WWW.UFCWNEWENGLANDHEALTHFUND.COM X 1959 CT THE PURPOSE OF THIS TRUST SHALL BE TO PROVIDE SUCH HEALTH AND WELFARE BENEFITS AS MAY BE AUTHORIZED OR PERMITTED BY LAW, WHICH MAY INCLUDE BUT IS NOT LIMITED TO DEATH BENEFITS, MEDICAL, HOSPITAL, SURGICAL, DENTAL, VISION AND PRESCRIPTION DRUG BENEFITS, EDUCATION BENEFITS AND SAFETY AND HEALTH TRAINING TO QUALIFIED PARTICIPANTS AND BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS SPECIFIED IN THE PLAN OF BENEFITS. 10 1 9 0 0 0 0 0 110809387 128153086 183597 1650078 8551068 8501102 119544052 138304266 0 0 135344900 148493892 803339 795890 0 0 0 4980661 5155340 141128900 154445122 -21584848 -16140856 102915649 90234852 12938092 12072901 89977557 78161951 X THE PURPOSE OF THIS TRUST SHALL BE TO PROVIDE SUCH HEALTH AND WELFARE BENEFITS AS MAY BE AUTHORIZED OR PERMITTED BY LAW, WHICH MAY INCLUDE BUT IS NOT LIMITED TO DEATH BENEFITS, MEDICAL, HOSPITAL, SURGICAL, DENTAL, VISION AND PRESCRIPTION DRUG BENEFITS, EDUCATION BENEFITS AND SAFETY AND HEALTH TRAINING TO QUALIFIED PARTICIPANTS AND BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS SPECIFIED IN THE PLAN OF BENEFITS. 0 0 TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 0 0 0 0 0 0 0 0 0 1 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 0 0 9 1 0 0 0 0 0 0 0 0 X 10 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BARBARA FEDUMENTI 8604708551 290 POST ROAD WEST WESTPORT CT 068810470 RONALD PETRONELLA UNION TRUSTEE 2.00 40.00 X 0 269220 37362 JASON PARADIS EMPLOYER TRUSTEE 2.00 X 0 0 0 PAT DURNING EMPLOYER TRUSTEE 2.00 X 0 0 0 BOB SPINELLA EMPLOYER TRUSTEE 2.00 X 0 0 0 MARK ESPINOSA UNION TRUSTEE 2.00 40.00 X 0 278972 3173 CHRISTA KRAMER EMPLOYER TRUSTEE 2.00 X 0 0 0 FERNANDO LEMUS UNION TRUSTEE 2.00 40.00 X 0 179900 18171 TIM MELIA UNION TRUSTEE 2.00 40.00 X 0 210862 33099 SUSAN SANVILLE EMPLOYER TRUSTEE 2.00 X 0 0 0 JEFF JONES UNION TRUSTEE 2.00 40.00 X 0 112684 13327 BARBARA FEDUMENTI EXECUTIVE DIRECTOR 40.00 X 148764 0 13795 148764 1051638 118927 1 0 1 0 ANTHEM HEALTH PLANS INC 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS PROCESSING 2911008 LIVONGO HEALTH INC 150 W EVELYN AVE 150 MOUNTAIN VIEW CA 94041 CLAIMS PROCESSING 317781 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARY/CONSULTANT 275801 UNION PRINTING INC 45 WESTBRIDGE DR WATERBURY CT 06708 DUPLICATING & MAILINGS 155050 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS ST 400 BALTIMORE MD 21227 IT SERVICES 143170 6 EMPLOYER CONTRIBUTIONS 525100 116382167 116382167 PARTICIPANT AND RETUREE CONTRIBUT 525100 11770919 11770919 128153086 2729883 2729883 18409886 19489691 -1079805 -1079805 -1079805 PRESCRIPTION REBATES 525100 8156155 8156155 CLAIMS SUBROGRATION RECOVERY 525100 272277 272277 MISCELLANEOUS 525100 72670 72670 8501102 138304266 136654188 0 1650078 148493892 562547 90627 96710 46006 83134 141577 67989 3667447 288864 165261 223608 60876 8510 78452 UFCW LOCAL 919 PENSION 368332 CONNECTICUT PERSONAL PR 1290 154445122 29199218 23827808 4468582 4979242 230010 204443 16043 25567 57870080 49373580 11361726 12028655 102915649 90234852 306285 236808 325396 6053 12306411 11830040 12938092 12072901 X 0 0 0 0 89977557 78161951 89977557 78161951 102915649 90234852 X -16140856 4124611 200639 X X 0 1 X 1 0 212736 187169 25567 17274 17274 0 25567 WHOLLY-OWNED SUBSIDIARY - REAL ESTATE PROPERTY 8740043 C REAL ESTATE INVESTMENT FUND - PARTNERSHIP 3188612 C OTHER FOREIGN BONDS 100000 C 12028655 DEPOSIT FROM STOP AND SHOP 200000 BENEFIT OBLIGATION 11630040 11830040 X 142360888 4124611 4124611 138236277 67989 67989 138304266 154853504 0 154853504 67989 -476371 -408382 154445122 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND 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: CHANGES IN BENEFIT OBLIGATIONS -476,371. 0 0 0 RONALD PETRONELLA UNION TRUSTEE 0 269220 0 0 0 0 0 20911 0 16451 0 306582 0 0 MARK ESPINOSA UNION TRUSTEE 0 278972 0 0 0 0 0 0 0 3173 0 282145 0 0 TIM MELIA UNION TRUSTEE 0 197029 0 0 0 13833 0 14634 0 18465 0 243961 0 0 FERNANDO LEMUS UNION TRUSTEE 0 179900 0 0 0 0 0 2691 0 15480 0 198071 0 0 BARBARA FEDUMENTI EXECUTIVE DIRECTOR 148764 0 0 0 0 0 3159 0 10636 0 162559 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT STATES HE/SHEE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DUCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO THE UFCW AND PART. EMPLOYERS NEW ENGLAND HEALTH FUND 200,639. FORM 990, PART XII, LINE 2C: BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDDENT ACCOUNT. NO CHANGE FROM PRIOR YEAR. 290 POST ROAD WEST CORP 290 POST ROAD PO BOX 470 WESTPORT CT 068810470 061318049 TITLE HOLDING CORP CT 501(C)(2) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 371 290 POST ROAD PO BOX 470 WESTPORT CT 068810470 060605499 LABOR ORGANZIATION CT 501(C)(5) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 328 278 SILVER SPRING STREET PROVIDENCE RI 02904 050227658 LABOR ORGANZIATION RI 501(C)(5) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 1445 30 STERGIS WAY DEDHAM MA 02026 041768085 LABOR ORGANZIATION MA 501(C)(5) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 1459 33 EASTLAND STREET SPRINGFIELD MA 01109 042220774 LABOR ORGANZIATION MA 501(C)(5) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 919 6 HYDE ROAD FARMINGTON CT 06032 060721822 LABOR ORGANZIATION CT 501(C)(5) 0 ACME ALBERTSON'S SAFEWAY BAKER COMMODITIES INC BCBL BOGNER'S OF MANCHESTER BOGOPA CARL'S BONED CHICKEN CHARTWELLSNORTON CHARTWELLSSACRED HEART CHARTWELLSSEEKONK CITY PACKING COMPANY INC DURHAM SCHOOL SERVICES FIRST TRANSIT FORZA GROUP GORTONS HARBORSIDE WILLOWS HEALTH CARE HARTFORD PROVISION BRISTOL HOT TOPS KINGS SUPER MARKET MANCHESTER PACKING OCEAN STATE CULTIVATORS PHOENIX MANAGEMENT INC SPRINGFIELD AREA TRANSIT SPORTS SERVICE DD SR GARAFOLOMILFORD SR JOSEPH STAMFORD PLAZA & HOTEL STOP & SHOP STUDENT TRANSPORTATION OF AMERICA UMASS DARTMOUTH TRIAD LOGISTICS WATERBURY EXTAPPLE HEALTH WHITNEY MANOR WORK OPPORTUNITY CENTER INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 290 POST ROAD WEST CORP K 223608 FMV