2019-08-12T13:41:14-05:00 2018-10-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2017-11-01 026009395 PLUMBERS AND STEAMFITTERS LOCAL NO 131 HEALTH AND WELFARE FUND PLUM 2032697741 PO BOX 5817 WALLINGFORD CT 06492 DAVID PELLETIER TRUSTEE 2032697741 2019-08-12 1 LOUIS VERZELLA CPA P00360279 6106689400 2019-08-07 162.211.205.39 2019-08-12 13:40:18 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 214E2DE4754F8F73DD572B34B07E6CCBC316F7C9 2017 2019-02-21 02:37:17Z DAVID PELLETIER PO BOX 5817 WALLINGFORD CT 06492 14442091 0 1 X N/A X 1971 NH PROVIDE HEALTH AND WELFARE BENEFITS 8 0 0 0 0 0 0 0 4333920 4026529 121404 34510 205616 191742 4660940 4252781 0 0 4191280 3458737 0 0 0 0 0 419445 383689 4610725 3842426 50215 410355 5687433 6110273 326305 330828 5361128 5779445 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE FUND PROVIDES SURGERY, HOSPITALIZATION, LIFE INSURANCE, MAJOR MEDICAL, DISABILITY 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 X 8 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 DAVID PELLETIER TRUSTEE 1.00 X 0 98459 43056 STEVEN LACHANCE TRUSTEE 1.00 X 0 97159 43056 CHARLES HARTE TRUSTEE 1.00 X 0 0 0 THOMAS HARVEY TRUSTEE (P) 1.00 X 0 0 0 JOHN DOHERTY TRUSTEE 1.00 X 0 0 0 LAUREN CAMPBELL TRUSTEE 1.00 X 0 0 0 SEAN R DOHERTY TRUSTEE 1.00 X 0 0 0 RICHARD HANSELL TRUSTEE 1.00 X 0 0 0 RICHARD LAMARRE TRUSTEE 1.00 X 0 0 0 0 195618 86112 0 0 0 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 THIRD PARTY ADMIN 138331 1 EMPLOYER CONTRIBUTIONS 900099 3259528 3259528 EMPLOYEE CONTRIBUTIONS 900099 767001 767001 4026529 96504 96504 10127316 10189310 -61994 -61994 -61994 PRESCRIPTION REIMBURSEMENT 900099 101980 101980 BENEFITS RECOVERED 900099 87256 87256 LIEN REIMBURSEMENT 900099 2506 2506 191742 4252781 4218271 0 34510 X 3458737 58596 16209 12897 24187 232419 9193 511 597 14281 14799 3842426 900332 478066 54506 657105 575080 4375 4375 4547887 4575980 5687433 6110273 76649 106822 6156 6206 243500 217800 326305 330828 X 0 0 0 0 5361128 5779445 5361128 5779445 5687433 6110273 410355 7962 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 217800 217800 X 4236556 7962 7962 4228594 24187 24187 4252781 3843939 0 3843939 24187 -25700 -1513 3842426 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: CHANGE IN BENEFIT OBLIGATION -25,700. FORM 990, PART VI, SECTION A, LINE 2 JOHN DOHERTY AND SEAN DOHERTY ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AND LEGAL COUNSEL PRIOR TO FILING THE RETURN. 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 ORGANIZATIONS' 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 IX, LINE 11G BENEFITS ADMINISTRATIVE FEES 188,919. CONSULTING 43,500. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. PLUMBERS AND STEAMFITTERS LOCAL 131 ANNUITY PO BOX 5817 WALLINGFORD CT 06492 061405058 PENSION CT 0 PLUMBERS AND STEAMFITTERS LOCAL 131 161 LONDONDERRY TPKE HOOKSETT NH 03106 020134876 LABOR UNION NH 501(C)(5) 0 PLUMBERS AND STEAMFITTERS LOCAL 131 PENSION PLAN PO BOX 5817 WALLINGFORD CT 06492 516025975 PENSION CT 0 AMBLESIDE PARK INC AMERICAN REFRIG CO INC ANANIA PLUMBING & HEATING BHI ENERGY BLUE MATRIX LLC CAPITAL ENGINEERING CO CCB INC DAY & ZIMMERMAN NPS DYNAMIC SYSTEMS INC EXCELL MECHANICAL SERVICES FEDERAL PIPING COMPANY INC GLOBAL MECHANICAL SERVICES INC HONEYWELL INC HVAC UNLIMITED INDUSTRIAL AIR-CONDITIONING JC HIGGINS CORP JOHN W DANFORTH COMPANY JOHNSON CONTROLS INC NB KENNEY CO INC NEW ENGLAND HIGH PURITY INC NORTHERN PEABODY INC MANCHSTR O'CONNOR CORPORATION ORBIS INC RTH MECHANICAL CONTRACTORSINC RTH MECHANICAL SERVICES INC SIEMENS INDUSTRY INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1