2025-05-13T10:12:22-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 131768188 LOCAL 1102 HEALTH AND BENEFIT FUND LOCA 5166831102 311 CROSSWAYS PARK DRIVE WOODBURY NY 11797 ROGER GROBSTICH CHAIRMAN 5166831102 2025-05-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-05-09 2024 2025-03-06 01:10:19Z ROGER GROBSTICH 311 CROSSWAYS PARK DRIVE WOODBURY NY 11797 109376365 0 X WWW.LOCAL1102.ORG X EMPLOYEE BENEFIT PLAN 1945 NY TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS AND DEPENDENTS. 4 2 0 0 0 0 0 0 27875902 25420438 3467070 8876615 0 0 31342972 34297053 0 0 23626474 24077511 1793194 0 0 0 0 1018509 2616721 26438177 26694232 4904795 7602821 154670220 173725980 6585464 577020 148084756 173148960 V.E.B.A. FUND 0 0 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 24 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X ROGER GROBSTICH 5166831102 311 CROSSWAYS PARK DRIVE WOODBURY NY 11797 X LARRY BIENENFELD EMPLOYER TRUSTEE 4.00 4.00 X 0 0 0 FRANCIS BURKE EMPLOYER TRUSTEE 4.00 4.00 X 0 0 0 ROGER GROBSTICH CHAIRMAN 4.00 4.00 X 0 0 0 JACK CAFFEY UNION TRUSTEE 4.00 4.00 X 0 0 0 THOMAS ROWLAND COO 30.00 10.00 X 0 182878 8646 ANGELO CIONE DIR. INTERNAL OPERATIONS 9.00 31.00 X 0 277428 64622 JOHN SLOANE ASST. CONTROLLER 9.00 31.00 X 0 191850 52538 ERIC SCHWARTZ FIELD DIRECTOR 9.00 31.00 X 0 160876 31166 JENNIFER DELEONARDIS FUNDS ADMINISTRATOR 19.00 21.00 X 0 172308 47552 MICHAEL GERBE I.T. MANAGER 16.00 24.00 X 0 163349 48580 0 1148689 253104 0 0 1 0 HUDSON CANYON CAPITAL MGT LLC 10 EAST 39TH STREET SUITE 908 NEW YORK NY 10016 INVESTMENT ADVISOR 352833 EXPRESS SCRIPTS INC ONE EXPRESS WAY ST LOUIS MO 63121 BENEFIT ADMIN FEES 229264 ROTHMAN ROCCO LAFRUFFA LLP 3 WEST MAIN STREET SUITE 200 ELMSFORD NY 10523 LEGAL 114456 3 EMPLOYER CONTRIBUTIONS 900099 25369921 25369921 COBRA CONTRIBUTIONS 900099 50517 50517 25420438 3234976 3234976 80720951 75079312 5641639 5641639 5641639 34297053 25420438 0 8876615 24077511 114456 41731 448089 49616 84046 101657 158342 445 43956 ALLOCATED PAYROLL AND R 1526486 EQUIPMENT RENTAL 45672 TRUSTEE FEES 2225 26694232 3697064 2953139 340454 1079065 477166 482885 149237407 168368207 286263 918129 556421 154670220 173725980 23500 38966 6561964 538054 6585464 577020 X 0 0 0 0 148084756 173148960 148084756 173148960 154670220 173725980 X 7602821 11564383 5897000 X X 0 1 X 1 0 0 DUE TO AFFILIATED ENTITIES 240348 OPERATING LEASE LIABILITIES 297706 538054 X 45413347 11564383 11564383 33848964 448089 448089 34297053 26246143 0 26246143 448089 448089 26694232 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP") REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 ANGELO CIONE DIR. INTERNAL OPERATIONS 0 277428 0 0 0 0 0 41358 0 23264 0 342050 0 0 JOHN SLOANE ASST. CONTROLLER 0 191850 0 0 0 0 0 29384 0 23154 0 244388 0 0 JENNIFER DELEONARDIS FUNDS ADMINISTRATOR 0 172308 0 0 0 0 0 24535 0 23017 0 219860 0 0 MICHAEL GERBE I.T. MANAGER 0 163349 0 0 0 0 0 25527 0 23053 0 211929 0 0 ERIC SCHWARTZ FIELD DIRECTOR 0 160876 0 0 0 0 0 22834 0 8332 0 192042 0 0 THOMAS ROWLAND COO 0 182878 0 0 0 0 0 7216 0 1430 0 191524 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS PLEDGE AT MEETINGS THAT NO CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICER SALARIES ARE DETERMINED AND AGREED UPON BY A CLOSED MEETING OF EXECUTIVE BOARD MEMBERS. OFFICERS WHOSE SALARIES ARE BEING DISCUSSED ARE NOT PRESENT FOR THIS DISCUSSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RELEASES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON FORMAL REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT TO REMOVE CLAIMS INCURRED BUT NOT REPORTED (IBNR) FROM FORM 990 5,897,000. FORM 990. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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