2020-11-13T13:57:11-06:00 2019-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2019-01-01 016010506 UA LOCAL 716 HEALTH & WELFARE TRUST FUND UALO 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 JOHN NAPOLITANO TRUSTEE 2032697741 2020-11-13 1 LOUIS VERZELLA CPA P00360279 6106689400 2020-11-03 162.211.205.39 2020-11-13 13:50:39 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2019 2022-01-07 14:23:13Z JOHN NAPOLITANO 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 13881830 0 X N/A X 1977 ME TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 8 0 0 0 0 0 0 0 3910369 4365286 -305 249209 178199 488893 4088263 5103388 0 0 3963336 4379367 0 0 0 0 0 529345 513113 4492681 4892480 -404418 210908 6532852 7254311 341815 289679 6191037 6964632 TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 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 0 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 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 NAPOLITANO JOHN TRUSTEE 2.00 40.00 X 0 88278 0 BROUSSEAU KEN TRUSTEE (P) 2.00 X 0 0 0 MCKENNA JENNIFER TRUSTEE 2.00 X 0 0 0 SAINO GARY TRUSTEE 2.00 X 0 0 0 PARRIE WILLIETTE TRUSTEE 2.00 X 0 0 0 SIROIS ANTHONY TRUSTEE 2.00 40.00 X 0 79377 0 CHAD ELLIS TRUSTEE 2.00 X 0 0 0 CHRISTOPHER HILL JR TRUSTEE 2.00 X 0 0 0 GERRY MORIN TRUSTEE 2.00 X 0 0 0 0 167655 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ADMINISTRATION 197769 ANTHEM INC 120 MONUMENT CIRCLE INDIANAPOLIS IN 46204 NETWORK ACCES/CLAIMS REPRICING 105975 2 EMPLOYER CONTRIBUTIONS 230000 4121889 4121889 EMPLOYEE CONTRIBUTIONS 230000 243397 243397 4365286 119445 119445 8908206 8778442 129764 129764 129764 BENEFITS RECOVERED 230000 488893 488893 488893 5103388 4854179 0 249209 4379367 122427 24006 20779 37114 281405 5631 2751 3896 3787 BANK FEES 7841 CALL A DOCTOR PLUS 2134 PCORI FEES 1342 4892480 460014 647014 141587 22067 634064 587766 5297187 5997464 6532852 7254311 10033 11020 331782 278659 341815 289679 X 0 0 0 0 6191037 6964632 6191037 6964632 6532852 7254311 210908 562687 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 278659 278659 X 5628961 562687 562687 5066274 37114 37114 5103388 4908489 0 4908489 37114 -53123 -16009 4892480 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE -53,123. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO ORGANIZATIONS GOVERNING BODY VIA EMAIL OR PAPER COPY. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AS WELL AS LEGAL COUNSEL PRIOR TO FILING. 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 ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS, ARE AVALIABLE UPON REQUEST TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH GOVERNMENT REGULATIONS, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990. PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE FINANCIAL STATEMENT AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT. NO CHANGE FROM PRIOR YEAR. 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