2023-02-14T07:37:12-06:00 2022-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2021-05-01 231324693 SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO 19 SHEE 2159521990 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 THOMAS J KLINGENBERG ADMINISTRATOR 2159521990 2023-02-14 1 THOMAS KLINGENBERG 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2023-02-14 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z GARY MASINO 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 87652048 0 X NA X 1949 PA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS 8 4 0 0 0 0 0 0 47395936 55734352 2533023 1576575 76149 53478 50005108 57364405 0 0 54199497 61375730 1087631 1132269 0 0 0 918054 879350 56205182 63387349 -6200074 -6022944 55679330 48659410 708300 1045648 54971030 47613762 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 0 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 X 103 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X ADMINISTRATOR 2159521990 1301 S COLUMBUS BLVD PHILADELPHIA PA 19147 GARY J MASINO CO-CHAIR 5.00 40.00 X 0 245145 164647 ROELAND F HOEKE TRUSTEE 2.00 X 0 0 0 ERNEST J MENOLD CO-CHAIR 2.00 X 0 0 0 BRYAN BUSH TRUSTEE 2.00 40.00 X 0 186204 141447 DENNIS O'BRIEN TRUSTEE 2.00 X 0 0 0 GERARD E GONTZ TRUSTEE 2.00 40.00 X 0 167197 128305 MICHAEL FORD TRUSTEE 2.00 X 0 150912 123877 GINA ONORATO TRUSTEE 2.00 X 0 0 0 THOMAS J KLINGENBERG FUND ADMINISTRATOR 2.00 40.00 X 0 182565 126367 DENNIS SIRAVO ASST ADMINISTRATOR 2.00 40.00 X 0 146731 109374 CHRISTOPHER DOWNEY CONTROLLER 2.00 40.00 X 0 121205 62412 0 1199959 856429 0 0 1 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 ADMINISTRATIVE FEES 1564986 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 PATIENT ADVOCACY 607740 BENECARD 5040 RITTER ROAD MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 343449 BOYD WATTERSON ASSET MANAGEMENT 1301 EAST 9TH STREET STE 2900 CLEVELAND OH 44114 INVESTMENT MANAGEMENT 160777 DELTA DENTAL 1 DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 124146 8 EMPLOYER CONTRIBUTIONS 525100 48417376 48417376 PARTICIPANT AND COBRA CONTRIBUTIO 525100 7316976 7316976 55734352 1651541 1651541 30212677 30287643 -74966 -74966 -74966 MISCELLANOUS INCOME 900099 51403 51403 VACATION ADMIN FEE 900099 2075 2075 53478 57364405 55736427 0 1627978 61375730 584935 264697 238175 44462 62954 42004 282134 107500 80606 102060 133906 6178 3132 8800 DEPRECIATION EXPENSE AL 31288 REGULATORY FEES AND TAX 17432 EDUCATION 1356 63387349 2721260 1015012 1339260 4536060 6366240 6441726 8958 9167 26752135 21985060 17735477 13916385 756000 756000 55679330 48659410 233415 249747 474885 795901 708300 1045648 X 0 0 0 0 54971030 47613762 54971030 47613762 55679330 48659410 -6022944 -1334324 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 10906569 F COMMON COLLECTIVE TRUST 3009816 F 13916385 DUE TO RELATED ORGANIZATIONS 750003 DUE TO BROKER 45898 795901 X 55747947 -1334324 -1334324 57082271 282134 282134 57364405 63105215 0 63105215 282134 282134 63387349 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. 0 0 0 GARY J MASINO CO-CHAIR 0 232145 0 0 0 13000 0 118254 0 46393 0 409792 0 0 BRYAN BUSH TRUSTEE 0 186204 0 0 0 0 0 99693 0 41754 0 327651 0 0 THOMAS J KLINGENBERG FUND ADMINISTRATOR 0 182565 0 0 0 0 0 88154 0 38213 0 308932 0 0 GERARD E GONTZ TRUSTEE 0 167197 0 0 0 0 0 90459 0 37846 0 295502 0 0 MICHAEL FORD TRUSTEE 0 150912 0 0 0 0 0 86762 0 37115 0 274789 0 0 DENNIS SIRAVO ASST ADMINISTRATOR 0 146731 0 0 0 0 0 75407 0 33967 0 256105 0 0 CHRISTOPHER DOWNEY CONTROLLER 0 121205 0 0 0 0 0 28457 0 33955 0 183617 0 0 PART I, LINE 3 COMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS. FORM 990, PART V, LINES 2A AND 2B THE ORGANIZATION PROVIDES BENEFITS TO PARTICIPANTS THAT ARE TAXABLE AS WAGES. 276 FORMS W-2 WERE ISSUED FOR THE CALENDAR YEAR 2021. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED. FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES HAS DELEGATED THE MANAGEMENT OF WELFARE FUND TO THE FUND ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO CO-CHAIRMEN/TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FUNDS TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT. THIS HAS NOT CHNAGED FROM THE PRIOR YEAR. SHEET METAL WORKERS LOCAL UNION NO 19 PENSION FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 231494364 PENSION FUND 401A/501A 0 SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 232681497 SUB FUND 501(C)(9) 0 SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 232245696 ANNUITY FUND 501(C)(9) 0 SHEET METAL WORKERS LOCAL UNION NO 19 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 231077755 LABOR UNION 501(C)(5) 0 A A A SHEET METAL INC A C GENTRY A D S INC A S L REFRIGERATION INC ABCO SIGN CO ACCU-FLOW BALANCING CO LLC ADVANCED SHEET METAL AELLA INDUSTRIES AERDUX INCORPORATED AES MECHANICAL AIR CONCEPTS INC AIR SYSTEMS INC AIR TIGHT HEATING & COOLING AIRSIDE SHEET METAL ALLIED POWER SERVICES LLC AMERICAN MECHANICAL & CONTR ANDREW B DUFFY INC ASC SHEET METAL LLC AWOC AXIS KITCHEN INSTALLATIONS BALTRONIX INC BLANSKI ENERGY MANAGEMENT BONLAND INDUSTRIES BURKE & COMPANY LLC BURKHARDT MECHANICAL C M C PLUMBING HEATING & A C R MEYER AND SONS COMPANY CADDX3 LLC CAMDEN MECHANICAL CAMDEN MECHANICAL LLC CHRISTIANA MECHANICAL INC CITY SIGN SERVICE CLEAR CHANNEL OUTDOOR CMS MECHANICAL CONTRACTING COMMERCIAL AIR CONSTRUCTION COMPASS SIGN CO COMPREHENSIVE TESTBALANC CONTROLLED ENVIRONMENTAL CE CONTROLLED TEMPERATURE SYST CROSS COUNTRY FOOD SER INS CUSTOM FINISHERS INC D J SMITH INDUSTRIAL INC DA SIGNS & SERVICES DAY & ZIMMERMAN DELTABJDS INC DIRECT AIR MECHANICAL DOUBLE D SHEET METAL INC DREAM MECHANICAL DUCTZ DWD MECHANICAL CONTRACTOR I DYNAMIC BALANCING CO INC E J DESETA CO INC (DE) EASTERN AIR BALANCE CORP EASTERN SIGN TECH LLC ENERPLEX MECHANICAL EPAY INC ERNEST D MENOLD INC FALASCA MECHANICAL FILTAIREGENERAL AIRE CORP FISHER BALANCING COMPANY FLOOD & STERLING INC G R SPONAUGLE & SONS GBI INCTHERMAL PIPING GENESIO COMPANY GOYETTE MECHANICAL CO INC H T LYONS HAYS SHEET METAL COMPANY HRANEC SHEET METAL INC HUNTER MECHANICAL INC HYGRADE INSULATORS INC I D GRIFFITH INC (DE) INDEPENDENT BALANCING INTERNATIONAL TRAINING INST INVISION SIGN LLC J & M CUSTOM SHEET METAL LL J & S FABRICATIONOLD J D HOWELL SERVICES JA RESTAURANTS INSTALLATION JOSEPH OAT CORP KAM SHEET METAL LLC KF MECHANICAL KLEIN ELECTRIC ADVERTISING KOTTCAMP SHEET METAL INC LEHIGH COUNTY AUTHORITY LEHIGH S M ERECTING CO LEIBOLD INC LITTLE BITTS SERVICE INC LOR-MAR MECHANICAL LLC LUTHE SHEET METAL INC M D ROOFING MARCLINE SHEET METAL MARLYN SHEET METAL INC MARX NJ GROUP MARX SHEET METAL MASSARA METALS INC MAXIMUM MECHANICAL MCCLURE COMPANY METAL ALLIANCE INC MID-ATLANTIC MECHANICAL MIDLAND ENGINEERING MODERN CONTROLS MRC SIGNS N W INDUSTRIES NATIONAL BALANCING CO NORTHEAST MECHANICAL NOVA SIGN GROUP OPTIMUM PERFORMANCE BALANCI ORELAND SHEET METAL INC PHILADELPHIA SIGN COMPANY PRECISION AIR DESIGNS LLC PREFERRED PLUMBING & HTG PREMIER ARCHITECTURAL S M L PRIME SHEET METAL INC PROGRESSIVE S M CO K&Z RADICK CORPORATION REAM ROOFING ASSOCIATES RELIANT COMMERCIAL KITCHEN RESTAURANT VENT DESIGN RLM MECHANICAL LLC ROBERT G GANTER JR CONT RODNEY B SMITH PLUMBINGHEA ROYAL PAK SYSTEMS INC RW LAPINE MECHANICAL CONTRA SANKS MECHANICAL SCANLON ASSOCIATES SKETCHING SOLUTIONS LLC SOUTH JERSEY METAL INC SOUTH JERSEY SIGN & CONSTR SOUTHERN COMFORT MECHANICAL SOUTHLAND IND MECHANICAL SPECIALTY FABRICATORS INC SSM INDUSTRIES INC STS SHEET METAL SUN MECHANICAL SYSTEMS TAB SYSTEMS INC TABWORKS INC TCS HEATING & AC THERMODESIGN CORP THOMAS CO INC TOTAL COMFORT GROUP URBAN SIGN & CRANE INC V & G CLIMATE SERVICES INC W F SMITH WARKO ROOFING COMPANY INC WEATHERVANE SERVICE INC WM J DONOVAN CO YANNUZZI INC YORK MAHONING ZELLA INDUSTRIES LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SHEET METAL WORKERS LOCAL 19 PENSION FUND P 974473 FMV