2021-11-10T16:11:54-06:00 2020-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2020-01-01 066069081 AMALGAMATED WELFARE TRUST FUND AMAL 2032264751 290 POST ROAD WEST PO BOX 470 WESTPORT CT 068810470 RONALD PETRONELLA UNION TRUSTEE 2032264751 2021-11-10 1 RONALD PETRONELLA 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X RONALD PETRONELLA 290 POST ROAD WEST PO BOX 470 WESTPORT CT 068810470 38789980 0 X N/A X 1959 CT TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. X 8 1 14 0 0 0 0 0 28899782 30756282 965620 493047 0 13137 29865402 31262466 0 0 25574238 18137541 677213 765258 0 0 0 2104327 2672119 28355778 21574918 1509624 9687548 47855054 0 5043939 0 42811115 0 TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 0 0 TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 8 0 1 14 1 0 0 0 0 0 0 0 0 X 8 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THOMAS WILKINSON 2032264751 290 POST ROAD WEST WESTPORT CT 068810470 RONALD PETRONELLA UNION TRUSTEE 2.00 40.00 X 0 246946 47613 BRIAN TRUINI UNION TRUSTEE 2.00 40.00 X 0 217160 36204 THOMAS WILKINSON P UNION TRUSTEE 2.00 40.00 X 0 192151 30405 KERI HOEHNE UNION TRUSTEE 2.00 40.00 X 0 169086 34421 JASON PARADIS EMPLOYER TRUSTEE 2.00 X 0 0 0 PAT DURNING EMPLOYER TRUSTEE 2.00 X 0 0 0 BOB SPINELLA EMPLOYER TRUSTEE 2.00 X 0 0 0 DAN DOSENBACH EMPLOYER TRUSTEE 2.00 X 0 0 0 0 825343 148643 0 0 1 0 CIGNA 44 WHIPPANY RD MORRISTOWN NJ 07072 NETWORK ACCESS 800312 MAXON COMPANY 76 NORTH BROADWAY IRVINGTON NY 10533 CLAIMS PROCESSING 481811 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARY/CONSULTANT 455382 3 EMPLOYER CONTRIBUTIONS 525100 28855250 28855250 PARTICIPANT AND RETUREE CONTRIBUT 525100 1901032 1901032 30756282 490050 490050 7530511 7527514 2997 2997 2997 SALARY REIMBURSEMENT 525100 13137 13137 13137 31262466 30769419 0 493047 18137541 520209 105608 95348 44093 197740 80485 48964 1791795 176945 129000 228302 6472 347 11670 CONNECTICUT PERSONAL PR 399 21574918 647102 0 12652226 0 0 519200 0 0 0 0 0 33462 0 0 0 0 0 22064801 0 10841287 0 0 0 1096976 0 47855054 0 211412 0 4832527 0 5043939 0 X 0 0 0 0 42811115 0 42811115 0 47855054 0 X 9687548 2201682 -54700345 X X 0 1 X 1 0 141369 109007 32362 16222 16222 0 32362 X 33415184 2201682 2201682 31213502 48964 48964 31262466 26358481 0 26358481 48964 -4832527 -4783563 21574918 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND 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, 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: CHNAGE IN BENEFIT OBLIGATION -4,832,527. 0 0 0 RONALD PETRONELLA UNION TRUSTEE 0 246946 0 0 0 0 0 27637 0 19976 0 294559 0 0 BRIAN TRUINI UNION TRUSTEE 0 217160 0 0 0 0 0 16228 0 19976 0 253364 0 0 THOMAS WILKINSON P UNION TRUSTEE 0 192151 0 0 0 0 0 10429 0 19976 0 222556 0 0 KERI HOEHNE UNION TRUSTEE 0 169086 0 0 0 0 0 14445 0 19976 0 203507 0 0 TRANSFER OF NET ASSETS AVAILALABLE FOR BENEFITS DUE TO PLAN MERGER 2020-12-03 54700345 FAIR MARKET VALUE 066069081 UFCW AND PARTICIPATING EMPLOYERS NE HEALTH FUND 290 POST ROAD WEST PO BOX 470 WESTPORT CT 06881 501(C)(9) 0 0 0 0 1 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT STATES HE/SHEE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DUCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO THE UFCW AND PART. EMPLOYERS NEW ENGLAND HEALTH FUND -54,700,345. FORM 990, PART XII, LINE 2C: BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDDENT ACCOUNT. NO CHANGE FROM PRIOR YEAR. 290 POST ROAD WEST CORP 290 POST ROAD PO BOX 470 WESTPORT CT 068810470 061318049 TITLE HOLDING CORP CT 501(C)(2) 0 UNITED FOOD & COMMERCIAL WORKERS LOCAL 371 290 POST ROAD PO BOX 470 WESTPORT CT 068810470 060605499 LABOR ORGANZIATION CT 501(C)(5) 0 ACME ALBERTSON'S SAFEWAY BCBL BOGNER'S OF MANCHESTER BOGOPA CARL'S BONED CHICKEN E & S COUNTY DISTRIBUTORS CHARTWELLS- SACRED HEART HARTFORD PROVISION BRISTOL HARBORSIDE WILLOWS HEALTH CARE KINGS SUPER MARKET HOT TOPS MANCHESTER PACKING SHOP RITE STAMFORD PLAZA & HOTEL STOP & SHOP PEAPOD HOME DELIVERY WATERBURY EXTAPPLE HEALTH WHITNEY MANOR WESTPORT INN 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 290 POST ROAD WEST CORP K 228302 FMV