2018-04-17T16:11:21-05:00 2017-06-30 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2016-07-01 232082042 IBEW LOCAL 98 HEALTH & WELFARE FUND BOARD OF IBEW 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 191303915 brian burrows TRUSTEE 2155996436 2018-04-17 1 Louis Verzella CPA P00360279 6106689400 2018-03-29 162.211.205.39 2018-04-17 16:09:40 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A96940F3BC1CB41A42F1C40DCB182A9E8131B64B 2016 2021-01-29 14:40:06Z brian burrows 1719 SPRING GARDEN STREET PHILADELPHIA PA 191303915 229034086 0 X N/A X 1953 PA To provides hospitalization, surgical, medical, dental, vision, prescription drug, death, accidental death and dismemberment, and weekly disability benefits to eligible members (and dependents) of International Brotherhood of Electrical Workers Local Union No. 98. 8 5 82 0 0 0 0 0 70039889 86193608 576575 889482 80937 15944 70697401 87099034 0 0 63964407 65094817 0 0 0 0 0 905260 1368732 64869667 66463549 5827734 20635485 71026645 93503015 1884441 2179282 69142204 91323733 To provides hospitalization, surgical, medical, dental, vision, prescription drug, death, accidental death and dismemberment, and weekly disability benefits to eligible members (and dependents) of International Brotherhood of Electrical Workers Local Union No. 98. 0 0 THE FUND PROVIDES MEDICAL, HOSPITAL-SURGICAL, LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT, PRESCRIPTION, DENTAL, VISION AND DISABILITY BENEFITS FOR MEMBERS AND THIER DEPENDENTS. 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 456 0 82 1 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ADMINISTRATOR 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 EDWARD COPPINGER UNION TRUSTEE 2.00 40.00 X 0 152919 90135 ED DUFF EMPLOYER TRUSTEE 2.00 X 0 0 0 BRIAN BURROWS UNION TRUSTEE 2.00 40.00 X 0 185773 107127 JEFF SCARPELLO EMPLOYER TRUSTEE 2.00 40.00 X 0 433752 66625 KEN MYERS EMPLOYER TRUSTEE 2.00 X 0 0 0 MICHAEL KANE UNION TRUSTEE 2.00 X 0 0 0 DOUG SMITH EMPLOYER TRUSTEE 2.00 X 0 0 0 LOU ACAMPORA UNION TRUSTEE 2.00 X 0 0 0 0 772444 263887 0 0 1 0 FRANK M VACCARO & ASSOCIATES INC 27 ROLAND AVENUE MOUNT LAUREL NJ 08054 ADMINSTRATION SERVICES 710109 CHEIRON INC 1000 ATRIUM WAY MOUNT LAUREL NJ 08054 ACTUARY SERVICES 288883 PART D ADVISORS INC 17199 N LAUREL PARK DR STE 400 LIVONIA MI 48152 PHARMACY SUBSIDY ADVISOR 129422 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD STE 330 BALA CYNWYD PA 19004 ACCOUNTING SERVICES 125897 4 EMPLOYER CONTRIBUTIONS 525100 82155854 82155854 RETIREE AND COBRA CONTRIBUTIONS 525100 4037754 4037754 86193608 912979 912979 141911555 141935052 -23497 -23497 -23497 Other income 900099 15944 15944 15944 87099034 86193608 0 905426 65094817 60102 113106 214047 868727 64330 2200 21290 PCORI FEES 17987 HEALTH FAIR 6943 66463549 940723 1000758 28363737 21866719 9260185 8830872 52649 50009 25368454 44262025 5409575 14794296 1631322 2698336 71026645 93503015 646634 788626 1237807 1390656 1884441 2179282 X 0 0 0 0 69142204 91323733 69142204 91323733 71026645 93503015 20635485 1546044 0 X X 0 1 X 1 0 0 103-12 INVESTMENT ENTITY 7801324 F HEDGE FUND - FOREIGN MUTUAL FUND 22612 F HEDGE FUND OF FUNDS - LIMITED PARTNESHIP 4088760 F LIMITED PARTNERSHIP - REAL ESTATE 2881600 F 14794296 DUE TO AFFILIATES 1236538 DUE TO RELATED PARTY 29118 due to broker 125000 1390656 X 88431031 1546044 1546044 86884987 214047 214047 87099034 66249502 0 66249502 214047 214047 66463549 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. 0 0 0 EDWARD COPPINGER UNION TRUSTEE 0 152919 0 0 0 0 0 47882 0 42253 0 243054 0 0 BRIAN BURROWS UNION TRUSTEE 0 185773 0 0 0 0 0 56551 0 50576 0 292900 0 0 JEFF SCARPELLO EMPLOYER TRUSTEE 0 370800 0 60000 0 2952 0 39750 0 26875 0 500377 0 0 FORM 990, PART V LINE 2B: IBEW LOCAL 98 HEALTH & WELFARE FUND DOES NOT HAVE ANY EMPLOYEES. W-2'S ARE ISSUED TO THOSE PARTICIPANTS THAT RECEIVE TAXABLE BENEFITS. Form 990, Part VI, Section B, line 11b IBEW LOCAL 98 HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE. Form 990, Part VI, Section C, line 19 IBEW LOCAL 98 HEALTH & WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: IBEW LOCAL 98 HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. IBEW LOCAL UNION 98 PENSION PLAN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 231990722 PENSION PLAN PA 401(A)/501(A) 0 IBEW LOCAL UNION 98 PROFIT SHARING PLAN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 232289872 PENSION PLAN PA 401(A)/501(A) 0 IBEW LOCAL UNION 98 SOUND AND COMMUNICATIONS WORKERS HEALTH AND WELFARE FUN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 232959495 HEALTH & WELFARE BENEFIT FUND PA 501(C)(9) 0 APPRENTICE TRAINING FUND FOR THE ELECTRICAL INDUSTRY 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 231308075 EDUCATION AND TRAINING FUND PA 501(C)(5) 0 IBEW LOCAL UNION 98 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 230724610 LABOR UNION PA 501(C)(5) 0 PENN DEL JERSEY CHAPTER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 EMPLOYER ASSOCIATION PA 501(C)(6) 0 A & B ELECTRICAL A&S ELECTRIC INC A-1 ELECTRIC ABSOLUTE ELECTRICAL CON ACE ELECTRIC ADAMS ELECTRICAL CONSTR AJM ELECTRIC INC ALBARELL ELECTRIC ALL SYSTEMS ELECTRIC ALLAN BRITE-WAY ELEC C ALOHA COMMUNICATIONS CO ALTEC BUILDING SYSTEMS ANMAR ELECTRICAL CONTRA ARMOUR & SONS ELECTRICI ARROW ELECTRIC SERVICES ATLANTIC COAST COMMINC ATLANTIC PLANT MAINTENA ATLAS SECURITY LLC AVIMAN MANAGEMENT BARTLESON ELECTRIC INC BATTAGLIA ELECTIRC INC BELLES ELECTRICAL CONTR BELLES NETWORK SERVICES BENSALEM PARK MAINTENAN BILLITIER ELECTRIC INC BLACKBOX NETWORK SERVIC BLUESTONE COMMUNICATION BRADLEY-SCIOCCHETTI IN BREAKER ELECTRIC INC BRIGHT LIGHTS ELECTRICA BROWNE ELECTRICAL SERVI BRUCE & MERRILEES ELEC BUILDING CONTROL SYSTEM BUILDING CONTROLS INC BURLINGTON ELECTRICAL T C & R COMMUNICATIONS CAD ELECTRIC INC CAHILL CONTROLS INC CARR AND DUFF INC CASCIO ELECTRIC INC CBI SERVICES INC CHARLES H MACDONALD ELE CITY SIGN SERVICE INC CLEAR CHANNEL OUTDOOR I COASTAL COMM (PW) COBRA ELECTRIC COMMERCIAL LINE AND ELE COMPASS SIGN CO LLC CONLEY ELECTRICAL LLC CURRENT ELECTRICAL SOLU DC ELECTRIC INC DELTA LINE CONSTRUCTION DEVON ELECTRIC INC DIEHL ELECTRIC INC DNARPO ELECTRIC DONALD PUSEYINC DOUGHERTY ELECTRIC INC DURIAN ELECTRIC LLC EJ ELECTRIC INC EAGLE I ELECTRIC INC EAST GOSHEN ELECTRICAL EASTERN SIGN TECH EIGHTH DISTRICT ELECTRI ELECTRACOM INC ELEY ELECTRICAL CONTRAC ELLIOTT LEWIS EMMS ELECTRIC ENERFAB ELECTRIC INC ENTERPRISE CABLE GROUP FIBER PRO DBA D&W TECHN FISHER ELECTRIC FJM ELECTRICAL CONSTRUC FLEMINGTON INSTRUMENT C FLUIDICS INC FORD BROTHERS ELECTRICI FOX CHASE ELECTRICAL IN G & M ELECTRICAL CONSTR GR SPONAUGLE & SONS I GATEWAY COMMUNICATIONS GENERAL CONTROLS INC GLOBAL SPECTRUM-CITIZEN GM ELECTRIC INC GNG ELECTRICAL CONTRACT GOLDHORN ELECTRICAL CO GOLDSMITH ASSOCIATES IN GONZALEZ DISANDRO INC GORDON GROUP GREENTECH ENERGY SERVIC H J KOWAL AND SON LLC HB FRAZER COMPANY - 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