2021-08-13T09:00:06-05:00 2020-10-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2019-11-01 026009395 PLUMBERS AND STEAMFITTERS LOCAL NO 131 HEALTH AND WELFARE FUND PLUM 2032697741 PO BOX 5817 WALLINGFORD CT 06492 DAVID PELLETIER TRUSTEE 2032697741 2021-08-13 1 LOUIS VERZELLA CPA P00360279 6106689400 2021-08-09 2019 2022-09-23 18:48:47Z DAVID PELLETIER PO BOX 5817 WALLINGFORD CT 06492 4850334 0 1 X N/A X 1971 NH PROVIDE HEALTH AND WELFARE BENEFITS 8 6 0 0 0 0 0 0 4660290 4212124 163321 192044 99354 446166 4922965 4850334 0 0 3353028 4044689 0 0 0 0 0 373833 369734 3726861 4414423 1196104 435911 7773148 8357877 370682 275860 7402466 8082017 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE FUND PROVIDES SURGERY, HOSPITALIZATION, LIFE INSURANCE, MAJOR MEDICAL, DISABILITY 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 8 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 DAVID PELLETIER UNION TRUSTEE 1.00 X 0 104744 48365 STEVEN LACHANCE UNION TRUSTEE 1.00 X 0 103444 48365 CHARLES HARTE UNION TRUSTEE 1.00 X 0 0 0 JOHN DOHERTY MANAGEMENT TRUSTEE 1.00 X 0 0 0 LAUREN CAMPBELL MANAGEMENT TRUSTEE 1.00 X 0 0 0 SEAN R DOHERTY MANAGEMENT TRUSTEE 1.00 X 0 0 0 RICHARD HANSELL MANAGEMENT TRUSTEE 1.00 X 0 0 0 RICHARD LAMARRE UNION TRUSTEE 1.00 X 0 0 0 0 208188 96730 0 0 1 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 THIRD PARTY ADMIN 144233 1 EMPLOYER CONTRIBUTIONS 900099 3860512 3860512 EMPLOYEE CONTRIBUTIONS 900099 350367 350367 OTHER INCOME 900099 1245 1245 4212124 192044 192044 BENEFITS RECOVERED - S 900099 358214 358214 PRESCRIPTION REIMBURSE 900099 87952 87952 446166 4850334 4658290 0 192044 4044689 60438 13158 12100 3667 245789 4282 520 141 13102 16537 4414423 1481547 1006322 674709 802532 4375 4375 5612517 6544648 7773148 8357877 181136 39425 3546 9235 186000 227200 370682 275860 X 0 0 0 0 7402466 8082017 7402466 8082017 7773148 8357877 435911 243640 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 227200 227200 X 5090307 243640 243640 4846667 3667 3667 4850334 4369556 0 4369556 3667 41200 44867 4414423 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: CHANGE IN BENEFIT OBLIGATION 41,200. 0 0 0 DAVID PELLETIER UNION TRUSTEE 0 104744 0 0 0 0 0 31763 0 16602 0 153109 0 0 STEVEN LACHANCE UNION TRUSTEE 0 103444 0 0 0 0 0 31763 0 16602 0 151809 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN DOHERTY AND SEAN DOHERTY ARE FATHER AND SON, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AND LEGAL COUNSEL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE ORGANIZATION'S POLICY, INDIVIDUALS HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. AS PART OF THE FORM 990 REVIEW PROCESS, THE ORGANIZATION DISCUSSES THE POLICY AND THE DISCLOSURE OBLIGATIONS THEREUNDER ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS' 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 ORGANIZATIONS GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AS WELL AS SELECTION OF THE INDEPENDENT ACCOUNTANT. 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