2019-02-14T07:01:51-06:00 2018-04-30 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2017-05-01 231324693 SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO 19 SHEE 2159521990 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 THOMAS J KLINGENBERG ADMINISTRATOR 2159521990 2019-02-14 1 LOUIS VERZELLA CPA P00360279 6106689400 2019-02-09 162.211.205.39 2019-02-14 07:00:54 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 19998950A844A1ED5F18EB360E4E9E4F9906FFA9 2017 2019-02-21 02:37:17Z GARY MASINO 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 137258413 0 X NA X 1949 PA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS 8 8 130 0 0 0 0 0 53366183 57292298 1303974 1601108 76684 85763 54746841 58979169 0 0 49277645 51747243 1000618 1026737 0 0 0 907236 841076 51185499 53615056 3561342 5364113 44182551 48823852 1577913 1011031 42604638 47812821 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 0 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 X 90 0 130 1 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X ADMINISTRATOR 2159521990 1301 S COLUMBUS BLVD PHILADELPHIA PA 19147 GARY J MASINO CO-CHAIR 5.00 40.00 X 0 213095 119051 THOMAS J KLINGENBERG FUND ADMINISTRATOR 2.00 40.00 X 0 99680 75783 ROELAND F HOEKE TRUSTEE 2.00 X 0 0 0 PATRICK F DOYLE TRUSTEE 2.00 40.00 X 0 129262 91627 ERNEST J MENOLD CO-CHAIR 2.00 X 0 0 0 DENNIS SIRAVO ASST ADMINISTRATOR 1.00 40.00 X 0 120545 103859 BRYAN BUSH TRUSTEE 2.00 40.00 X 0 142989 92434 MATTHEW SANO TRUSTEE (P) 2.00 X 0 0 0 DENNIS O'BRIEN TRUSTEE 2.00 X 0 0 0 GERARD E GONTZ TRUSTEE 2.00 X 0 128324 89970 0 833895 572724 0 0 1 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 ADMINISTRATIVE FEES 1721752 BENECARD 5040 RITTER ROAD MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 280840 THE MCKEOGH COMPANY 200 BARR HARBOR DR STE 225 CONSHOHOCKEN PA 19428 ACTUARIAL SERVICES 108715 DELTA DENTAL 1 DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 104966 4 EMPLOYER CONTRIBUTIONS 525100 49519182 49519182 PARTICIPANT AND COBRA CONTRIBUTIO 525100 6159348 6159348 401(H) RETIREE INCOME FROM PENSIO 525100 1613768 1613768 57292298 1022122 1022122 78858230 78279244 578986 578986 578986 MISCELLANOUS INCOME 900099 82363 82363 VACATION ADMIN FEE 900099 3400 3400 85763 58979169 57957047 0 1022122 51747243 484576 213954 283614 44593 85167 35586 201378 125381 81988 89269 142297 3547 13541 11651 DEPRECIATION EXPENSE AL 30324 REGULATORY FEES AND TAX 14266 EDUCATION 3426 TRUSTEE EXPENSE 3255 53615056 4516111 4700320 6190275 4729179 5056365 5857446 13333 7725 22636882 27651448 5203585 5243734 566000 634000 44182551 48823852 213042 231701 1364871 779330 1577913 1011031 X 0 0 0 0 42604638 47812821 42604638 47812821 44182551 48823852 5364113 -155930 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 5243734 C 5243734 DUE TO RELATED ORGANIZATIONS 747474 DUE TO BROKER 31856 779330 X 57127347 -155930 119254 -36676 57164023 201378 1613768 1815146 58979169 53413678 0 53413678 201378 201378 53615056 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 XI, LINE 2D - OTHER ADJUSTMENTS: ADDITIONS TO 401(H) ACCOUNT 119,254. PART XI, LINE 4B - OTHER ADJUSTMENTS: RETIREE INCOME FROM 401(H) ACCOUNT 1,613,768. 0 0 0 GARY J MASINO CO-CHAIR 0 213095 0 0 0 0 0 86948 0 32103 0 332146 0 0 THOMAS J KLINGENBERG FUND ADMINISTRATOR 0 99680 0 0 0 0 0 54404 0 21379 0 175463 0 0 PATRICK F DOYLE TRUSTEE 0 129262 0 0 0 0 0 63287 0 28340 0 220889 0 0 DENNIS SIRAVO ASST ADMINISTRATOR 0 120545 0 0 0 0 0 65839 0 38020 0 224404 0 0 BRYAN BUSH TRUSTEE 0 142989 0 0 0 0 0 66213 0 26221 0 235423 0 0 GERARD E GONTZ TRUSTEE 0 128324 0 0 0 0 0 63287 0 26683 0 218294 0 0 PART I, LINE 3 COMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS. FORM 990, PART V, LINES 2A AND 2B THE ORGANIZATION PROVIDES BENEFITS TO PARTICIPANTS THAT ARE TAXABLE AS WAGES. 80 FORMS W-2 WERE ISSUED FOR THE CALENDAR YEAR 2016. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED. FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES HAS DELEGATED THE MANAGEMENT OF WELFARE FUND TO THE FUND ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO CO-CHAIRMEN/TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FUNDS TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT. THIS HAS NOT CHNAGED FROM THE PRIOR YEAR. SHEET METAL WORKERS LOCAL UNION NO 19 PENSION FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 231494364 PENSION FUND 401A/501A 0 SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 232681497 SUB FUND 501(C)(9) 0 SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 232245696 ANNUITY FUND 501(C)(9) 0 SHEET METAL WORKERS LOCAL UNION NO 19 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 231077755 LABOR UNION 501(C)(5) 0 A & T INSTALLATION SOLUTIONS A A A SHEET METAL INC A C GENTRY A D S INC ABCO SIGN CO ACCU-FLOW BALANCING CO LLC ADVANCED AIR SERVICE GROUP ADVANCED SPECIALTY CON AELLA INDUSTRIES AERDUX INCORPORATED AIR CONCEPTS INC AIR SYSTEMS INC AIR TIGHT HEATING & COOLING AIRTECH SHEET METAL ALLIANCE SHEET METAL AMERICAN METAL CONTRACTORS INC ANDREW B DUFFY INC ASSOCIATED INSULATION INC BALTRONIX INC BLANSKI ENERGY MANAGEMENT BOHRER-REAGAN CORP BONLAND INDUSTRIES BOSIO METAL SPECIALTIES BURKHARDT MECHANICAL C & C CAMPANO HVAC LLC C & M REFRIGERATION SALES & SE C R MEYER AND SONS COMPANY CADDX3 LLC CAMDEN MECHANICAL LLC CF INSTALLATION MANAGEMENT CHRISTIANA MECHANICAL INC CITY SIGN SERVICE CLEAR CHANNEL OUTDOOR CMS MECHANICAL INC COMPASS SIGN CO COMPREHENSIVE TESTBALANC CONTROLLED TEMPERATURE SYSTEMS CROMEDY CONSTRUCTION CORPORATI CROSS COUNTRY FOOD SER INS CUSTOM FINISHERS INC D & G MECHANICAL D J SMITH INDUSTRIAL INC DCI SIGNS & AWNINGS DELAWARE VAL INST INC DELTABJDS INC DIRECT AIR MECHANICAL DISTRICT COUNCIL #21 DOUBLE D SHEET METAL INC DREAM MECHANICAL DWD MECHANICAL CONTRACTOR INC DYNAMIC BALANCING CO INC E J DESETA CO INC (DE) EAGLE MECHANICAL EAST COAST KITCHEN INST EAST COAST METAL SYSTEMS EASTERN AIR BALANCE CORP EASTERN SIGN TECH EASTERN SIGN TECH LLC EBER HVAC INC ENERPLEX MECHANICAL ENVIRONMENTAL AIR SERV INC ENVIRONMENTAL CONSTRUCTION SER ENVIRONMENTAL CONTROL SERVICES EPAY INC ERNEST D MENOLD INC FILTAIREGENERAL AIRE CORP FISHER BALANCING COMPANY FLOOD & STERLING INC FLUIDICS INC FOUNTAINHEAD FOOD SERVICES FREEDOM HEATING & AIR COND G R SPONAUGLE & SONS G W METAL PRODUCTS INC GBI INCTHERMAL PIPING GENESIO COMPANY GERARD SHEET METAL FABRICATORS H T LYONS HAYS SHEET METAL COMPANY HUNTER MECHANICAL INC HYGRADE INSULATORS INC I D GRIFFITH INC (DE) INDEPENDENT BALANCING INDUCT INDUSTRIES INTERNATIONAL TRAINING INSTITU J & S FABRICATION JOSEPH OAT CORP KAGAN CUSTOM KITCHENS KASL ENTERPRISE KDC SHEET METAL INC KLEIN ELECTRIC ADVERTISING INC KOLBE CONSTRUCTION KOTTCAMP SHEET METAL INC LEHIGH S M ERECTING CO LEIBOLD INC LENNOX NATIONAL ACCOUNT SERV LITTLE BITTS SERVICE INC LOR-MAR MECH SERVICES INC LUTHE SHEET METAL INC M D ROOFING M W I MECHANICAL MARCLINE SHEET METAL MARLYN SHEET METAL INC MARX SHEET METAL MASSARA METALS INC MAXIMUM MECHANICAL MCCLURE COMPANY METAL ALLIANCE INC MIDATLANTIC MECHANICAL MIK MAR ASSOCIATES INC MODERN CONTROLS MULTI-TEMP MECHANICAL INC N W INDUSTRIES NATIONAL BALANCING CO NORTHEAST MECHANICAL NOVA SIGN GROUP OPTIMUM PERFORMANCE BALANCING ORELAND SHEET METAL INC PARADIGM MECHANICAL LLC PHILADELPHIA SIGN COMPANY PRECISION AIR DESIGNS LLC PRECISION AIR SYSTEMS LLC PREFERRED PLUMBING & HTG PREMIER ARCHITECTURAL S M LLC PRIME SHEET METAL INC PRO ENERGY MECHANICAL PROGRESSIVE S M CO K&Z PSF MECHANICAL INC PYRO STOP LLC R F KNOX COMPANY INC R S HAHN & SONS INC RADICK CORPORATION RCG RICHTER COMMISSIONING GR REAM ROOFING ASSOCIATES RENICK BROTHERS RESTAURANT VENT DESIGN RMR CENTRAL SERVICES INC ROBERT G GANTER JR CONT RTS CANOPIES LLC S P MCCARL & CO INC SALING ROOFING INC SASMI SCANLON ASSOCIATES SDI EXTERIOR SYSTEMS LLC SHEET METAL LOCAL #88 SMW # 85 SMW #100 INTER SOUTH JERSEY METAL INC SOUTHERN COMFORT MECHANICAL IN SPECIALTY FABRICATORS INC SSM INDUSTRIES INC STONE & WEBSTER CONSTRUCTION I STROMBERG METAL WORKS TAB SYSTEMS INC TABWORKS INC TANK SERVE INC TCS HEATING & AC TEMPERED INSULATION INC THERMODESIGN CORP THOMAS CO INC TOWER RECYCLING SYSTEMS TRADEMARK SIGN GROUP LLC URBAN SHEET METAL CO URBAN SIGN & CRANE INC V & G CLIMATE SERVICES INC W F SMITH WARKO ROOFING COMPANY INC WM J DONOVAN CO WYNCOTE S M CO II INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SHEET METAL WORKERS LOCAL 19 PENSION FUND O 1376154 FMV