2020-11-09T11:35:25-06:00 2019-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2019-01-01 042177839 HEALTH & WELFARE FUND IBEW LOCAL 96 HEAL 2032697741 10 TECHOLOGY PKWY PO BOX 5817 WALLINGFORD CT 06492 MATTHEW OSTROW TRUSTEE 2032697741 2020-11-09 1 LOUIS VERZELLA CPA P00360279 6106689400 2020-11-09 162.211.205.39 2020-11-09 10:56:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2019 2021-04-22 16:20:28Z MATTHEW OSTROW 10 TECHOLOGY PKWY PO BOX 5817 WALLINGFORD CT 06492 11317189 0 X N/A X 1954 MA PROVIDE HEALTH AND WELFARE BENEFITS 6 0 0 0 0 0 0 0 4898468 4872291 369354 415685 15451 6186 5283273 5294162 0 0 5458491 5082013 2394 925 0 0 0 214795 258007 5675680 5340945 -392407 -46783 9481205 9950894 46524 127905 9434681 9822989 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 113535 56170 BRIAN CLARKE UNION TRUSTEE 2.00 X 0 0 0 DAVID MARTINELLI UNION TRUSTEE 2.00 40.00 X 0 98731 55719 SUSAN MAILMAN P MANAGEMENT TRUSTEE 2.00 X 0 0 0 ROBERT LIDDY MANAGEMENT TRUSTEE 2.00 X 0 0 0 0 212266 111889 0 0 1 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ADMINISTRATION 105438 1 EMPLOYER CONTRIBUTIONS 900099 4275268 4275268 EMPLOYEE CONTRIBUTIONS 900099 597023 597023 4872291 216730 216730 6221982 6023027 198955 198955 198955 OTHER INCOME 900099 6186 6186 6186 5294162 5077432 0 216730 5082013 925 97440 37907 17254 6600 60426 7549 2400 1087 6020 BAD DEBT 21324 5340945 240879 716085 443496 702744 362796 349761 8398242 8149004 35792 33300 9481205 9950894 5377 47220 41147 80685 46524 127905 X 0 0 0 0 9434681 9822989 9434681 9822989 9481205 9950894 -46783 435091 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND IBNR 18065 RECIPROCALS PAYABLE 62620 80685 X 5722653 435091 435091 5287562 6600 6600 5294162 5341279 0 5341279 6600 -6934 -334 5340945 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 -6,934. 0 0 0 THOMAS MALONEY UNION TRUSTEE 0 113535 0 0 0 0 0 34424 0 21746 0 169705 0 0 DAVID MARTINELLI UNION TRUSTEE 0 98731 0 0 0 0 0 33973 0 21746 0 154450 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