2024-11-12T11:03:21-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 131911036 LOCAL 966 HEALTH FUND LOCA 4108729500 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 MIKE SMITH TRUSTEE 4108729500 2024-11-12 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-12 2023 2024-10-15 13:58:12Z MIKE SMITH 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 4763034 0 X N/A X 1985 NJ THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP 2 1 0 0 0 0 0 0 4220875 4596621 3133 4453 346752 0 4570760 4601074 0 0 4524952 4623587 19053 14945 0 0 0 351881 389952 4895886 5028484 -325126 -427410 1281719 759626 193635 94897 1088084 664729 THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP 0 0 PROVIDED HEALTH BENEFITS TO APPROXIMATELY 287 MEMBERS AND THEIR DEPENDENTS FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2023 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 272 0 1 0 0 0 0 0 0 0 0 0 X 2 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X BENESYS INC 4108729500 7130 COLUMBIA GATEWAY DR A COLUMBIA MD 21046 JAMES ANDERSON UNION TRUSTEE 1.00 1.00 X 0 102084 17124 JOHN O'MEARA EMPLOYER TRUSTEE 1.00 1.00 X 12500 0 0 12500 102084 17124 0 0 0 0 BENESYS INC 7130 COLUMBIA GATEWAY DR A COLUMBIA MD 21046 CONTRACT ADMINISTRATION 175791 1 EMPLOYER CONTRIBUTIONS 900099 4595884 4595884 OTHER INCOME 900099 737 737 4596621 4453 4453 161960 161960 0 0 4601074 4596621 0 4453 4623587 12500 2445 18885 30099 211057 5630 401 376 3917 ADMINISTRATIVE BENEFIT 115298 BANK CHARGES 4289 5028484 918199 158881 548692 3005 791 153452 161961 48182 48182 1281719 759626 113108 24832 80527 70065 193635 94897 X 1088084 664729 1088084 664729 1281719 759626 -427410 4055 0 X X 0 1 X 1 0 0 GRAVE SITES HELP FOR BENEFITS 48182 48182 UNALLOCATED CONTRIBUTIONS 20089 DUE TO RELATED PARTIES 15006 CASH OVERDRAFT 34970 70065 X 4605129 4055 4055 4601074 0 4601074 5028484 0 5028484 0 5028484 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE FAX POSITIONS TAKEN BY THE FUND AND TO 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, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HIRED A 3RD PARTY ADMINISTRATOR (BENESYS, INC.) TO HANDLE ALL ADMINISTRATIVE FUNCTIONS OF THE HEALTH FUND. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE TAX RETURNS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL TRUSTEES DISCLOSE ANY POTENTIAL CONFLICTS TO THE OTHER TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. LOCAL 966 PENSION FUND 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 132640882 PENSION FUND NJ 1 401-1 B3 N/A 0 TEASMTERS LOCAL 966 310 HUDSON ST STE 2C HACKENSACK NJ 07601 131816297 LABOR UNION NJ 501(C)(5) N/A 0 260 HERKIMER STREET LLC 260 HOWARD AVENUE 880 WILLOUGHBY AVE A ESTEBAN & CO INC ALBANY CROSSING APTS LLC ARC DOCUMENT SOLUTIONS BEDSTUYRDC COMMERICAL CENTER BLUEDGE BSREP UA MILES LLC CASABE HOUSESFOXY MANAG CASTLE REALTY CONST COINMACH CORP (PART) EMERGE ASSOCIATES LLC ENVIRONMENTAL SERVICE CONCEPTS LLC FEDCO STEEL CORP FULTON STREET SOUTH GREENE AVE EMPLOYER LLC GREENWOOD CEMETERY GROBET FILE CO OF AMER KINGSTON HEIGHTS APTS LLC LONG ISLAND FIREPROOF I LORS PHOTOGRAPHY MAX BRAUN AND SONS INC METROPOLITAN RECLAMATION SERVICES MODERN FACILITY SVCS- LIJ MRC SEAPORT NATIONAL ACOUSTICS INC NIKON INC PORT REALTY & WAREHOUSING ROCKVILLE TUDOR APT CORP TEDIMATTS INC TRAD WATERPROOF & RESTOR TRI STAR OFFSET CORP TWEEMILL HOUSES UPACA TERRACE SITE #7 UPGRADE GROUP INC WILLOUGHBY COURT APTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0