2020-11-13T15:34:38-06:00 2019-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2019-01-01 066069081 AMALGAMATED WELFARE TRUST FUND AMAL 2032264751 290 POST ROAD WEST PO BOX 470 WESTPORT CT 068810470 RONALD PETRONELLA UNION TRUSTEE 2032264751 2020-11-13 1 LOUIS VERZELLA CPA P00360279 6106689400 2020-11-13 162.211.205.39 2020-11-13 15:34:11 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2019 2022-01-07 14:23:13Z RONALD PETRONELLA 290 POST ROAD WEST PO BOX 470 WESTPORT CT 068810470 35421302 0 X N/A X 1959 CT TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. 8 1 7 0 0 0 0 0 29300063 28899782 1352302 965620 0 0 30652365 29865402 0 0 26165331 25574238 698672 677213 0 0 0 1999985 2104327 28863988 28355778 1788377 1509624 43779549 47855054 5234422 5043939 38545127 42811115 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 1 1 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 8 0 1 7 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 THOMAS WILKINSON UNION TRUSTEE 2.00 X 0 255102 36387 RONALD PETRONELLA UNION TRUSTEE 2.00 X 0 242160 34295 BRIAN TRUINI UNION TRUSTEE 2.00 X 0 198732 31747 KERI HOEHNE UNION TRUSTEE 2.00 X 0 139358 28670 STEPHEN BROWN EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 JOEL BOONE EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 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 835352 131099 0 0 1 0 CIGNA 44 WHIPPANY RD MORRISTOWN NJ 07072 NETWORK ACCESS 748198 MAXON COMPANY 76 NORTH BROADWAY IRVINGTON NY 10533 CLAIMS PROCESSING 493141 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARY/CONSULTANT 119823 3 EMPLOYER CONTRIBUTIONS 525100 27214177 27214177 PARTICIPANT AND RETUREE CONTRIBUT 525100 1685605 1685605 28899782 751982 751982 5769538 5555900 213638 213638 213638 29865402 28899782 0 965620 25574238 440954 107403 86782 42074 70068 102590 74622 1399345 163804 90035 137148 25573 646 39316 CONNECTICUT PERSONAL PR 1180 28355778 712484 647102 4577148 12652226 642127 519200 33057 33462 124882 124882 647 0 27134608 22064801 10659028 10841287 20450 1096976 43779549 47855054 183749 211412 5050673 4832527 5234422 5043939 X 0 0 0 0 38545127 42811115 38545127 42811115 43779549 47855054 1509624 2756364 0 X X 0 1 X 1 0 108660 108660 0 16222 16222 0 0 U.S. REAL ESTATE INVESTMENT FUND LLC 2006672 F STATE OF ISRAEL BONDS 300000 F 290 POST ROAD WEST CORP 8534615 F 10841287 BENEFIT OBLIGATION 4832527 4832527 X 32547144 2756364 2756364 29790780 74622 74622 29865402 28499302 0 28499302 74622 -218146 -143524 28355778 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 -218,146. 0 0 0 THOMAS WILKINSON UNION TRUSTEE 0 255102 0 0 0 0 0 18590 0 17797 0 291489 0 0 RONALD PETRONELLA UNION TRUSTEE 0 242160 0 0 0 0 0 18104 0 16191 0 276455 0 0 BRIAN TRUINI UNION TRUSTEE 0 198732 0 0 0 0 0 16642 0 15105 0 230479 0 0 KERI HOEHNE UNION TRUSTEE 0 139358 0 0 0 0 0 14330 0 14340 0 168028 0 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 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 LOCAL 371 UFCW LOCAL 371 AWTF MANCHESTER PACKING SHOP RITE MILLER FARMS SHOP RITE MILFORDGARAFALO SHOP RITE JOSEPH FAMILY 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 137148 FMV