2022-10-14T11:51:00-05:00 2021-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2021-01-01 042177839 HEALTH & WELFARE FUND IBEW LOCAL 96 HEAL 2032697741 10 TECHOLOGY PKWY PO BOX 5817 WALLINGFORD CT 06492 MATTHEW OSTROW TRUSTEE 2032697741 2022-10-14 1 MATTHEW OSTROW 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2022-10-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MATTHEW OSTROW 10 TECHOLOGY PKWY PO BOX 5817 WALLINGFORD CT 06492 5821928 0 X N/A X 1954 MA PROVIDE HEALTH AND WELFARE BENEFITS 6 0 0 0 0 0 0 0 4927495 5587395 210636 179181 4880 55352 5143011 5821928 0 0 5121225 5512306 925 0 0 0 0 224533 209371 5346683 5721677 -203672 100251 10366208 10932046 115554 83208 10250654 10848838 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE FUND PROVIDES MEDICAL INSURANCE, LIFE INSURANCE, DISABILITY, DENTAL AND OTHER HEALTH BENEFITS FOR ELIGIBLE MEMBERS 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 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS INC 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 KEVIN MENARD MANAGEMENT TRUSTEE 2.00 X 0 0 0 MATTHEW OSTROW MANAGEMENT TRUSTEE 2.00 X 0 0 0 THOMAS MALONEY UNION TRUSTEE 2.00 40.00 X 0 116242 56373 BRIAN CLARKE UNION TRUSTEE 2.00 X 0 0 0 DAVID MARTINELLI UNION TRUSTEE 2.00 40.00 X 0 101082 56373 ROBERT LIDDY MANAGEMENT TRUSTEE 2.00 X 0 0 0 0 217324 112746 0 0 1 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ADMINISTRATION 103617 1 EMPLOYER CONTRIBUTIONS 900099 4940490 4940490 EMPLOYEE CONTRIBUTIONS 900099 646905 646905 5587395 179181 179181 BENEFITS RECOVERED 900099 55352 55352 55352 5821928 5642747 0 179181 5512306 100380 16101 14047 6600 60732 5646 131 5734 5721677 175122 267640 796908 555769 369901 406057 8990977 9668090 33300 34490 10366208 10932046 16469 6018 99085 77190 115554 83208 X 0 0 0 0 10250654 10848838 10250654 10848838 10366208 10932046 100251 497933 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND IBNR 28683 RECIPROCALS PAYABLE 48507 77190 X 6313261 497933 497933 5815328 6600 6600 5821928 5705485 0 5705485 6600 9592 16192 5721677 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS 9,592. 0 0 0 THOMAS MALONEY UNION TRUSTEE 0 116242 0 0 0 0 0 34026 0 22347 0 172615 0 0 DAVID MARTINELLI UNION TRUSTEE 0 101082 0 0 0 0 0 34026 0 22347 0 157455 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A COPY WAS PROVIDED TO THE GOVERNING BOARD VIA EMAIL OR PAPER COPY. THE FORM 990 WAS PROVIDED TO THE CO-CHAIRMEN SIGNING THE RETURN, TPA AND LEGAL COUNSEL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED ON A REGULAR BASIS AT TRUSTEE MEETINGS 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 AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED. IBEW LOCAL 96 242 MILL STREET WORCESTER MA 01602 041472186 LABOR ORGANIZATION MA 501(C)(5) 0 PENSION FUND LOCAL 96 - IBEW 10 TECHNOLOGY DRIVE PO BOX 5817 WALLINGFORD CT 06492 046295080 PENSION FUND CT 401(A) 0 ANNUITY FUND IBEW LOCAL 96 10 TECHNOLOGY DRIVE PO BOX 5817 WALLINGFORD CT 06492 046295080 ANNUITY FUND CT 401(A) 0 ALDON ELECTRIC INC ARDEN ENGINEERING ATLANTIC PLAT MAINTENANCE E W AUDET BEAUMONT SOLAR BECO ELECTRICAL CONTRACTORS COGHLIN ELECTRICAL CONT INC COLLINS ELECTRIC COMPANY INC COMM-TRACT CORP CUBE ELECTRICAL CONSTRUCTION DAGLE ELECTRICAL DELSIGNORE ELECTRICAL CONT INC EYLES ELECTRIC INC FALL RIVER ELECTRICAL ASSOC FUTURE TECHNOLOGIES GROUP INC GASTON ELECTRIC CO INC I B ABEL INC IKE ELECTRIC INC JM ELECTRICAL KM KELLY INC LAN TEL COMMUNICATIONS LAPINSKI ELECTRIC INC LIDCO ELECTRICAL CONTR INC LYNNWELL ASSOCIATES INC MASS BAY ELECTRIC MASS ELECTRIC MCPHEE ELECTRIC LTD MILLER BROS DIV OF WAMPOLE MOULISON LLC MURPHY ELECTRIC & INDUSTRIAL NATIONAL CONDUCTOR CONSTRUCTOR NETVERSANT NORWEY ELECTRICAL CONSTRUCTION OSTROW ELECTRIC CO INC PINE RIDGE TECHNOLOGIES WILLIAM ROBERTS ELECTRIC CO RICHARD REID ELECTRICAL CO RYAN ELECTRIC SCHNEIDER ELECTRIC OF ST LOUIS SIEMENS INDUSTRY SPARKS COMPANY SYNET INC STATE ELECTRIC UTILITY SERVICE NEW ENGLAND JF WHITE CONTRACTING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1