2025-02-12T11:30:56-06:00 2024-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-05-01 231599630 LOCAL 14-M HEALTH AND WELFARE FUND GRAP 2157393190 3460 N DELAWARE AVENUE 300 PHILADELPHIA PA 19134 JOHN POTTS UNION TRUSTEE 2157393190 2025-02-12 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-02-12 2023 2025-03-06 01:10:19Z X JOHN POTTS 3460 N DELAWARE AVENUE 300 PHILADELPHIA PA 19134 6766283 0 X N/A X 1949 PA THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS OF THE GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M, WHICH REPRESENTS GRAPHIC COMMUNICATION WORKERS IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND NORTHERN DELAWARE. 7 6 0 0 0 0 0 0 4036486 3981782 123230 295433 61370 3434 4221086 4280649 0 0 3629032 3920365 26000 27800 0 0 0 84169 105838 3739201 4054003 481885 226646 7506864 7788679 137808 129265 7369056 7659414 THE PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, VISION AND PRESCRIPTION BENEFITS TO ACTIVE MEMBERS AND THEIR DEPENDENTS. THE PLAN PROVIDES LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND DISABILITY INCOME TO ACTIVE MEMBERS. 0 0 THE FUND PROVIDES MEDICAL, HOSPITAL, DENTAL, VISION, PRESCRIPTION, ACCIDENTAL DEATH AND DISMEMBERMENT AND LIFE INSURANCE BENEFITS FOR APPROXIMATELY 245 ACTIVE AND RETIRED PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 X FUND OFFICE 2157393190 3460 N DELAWARE AVENUE SUITE 300 PHILADELPHIA PA 19134 KURT FREEMAN UNION TRUSTEE 2.00 X 0 0 0 DAVID SALTER EMPLOYER TRUSTEE 2.00 X 0 0 0 JOSEPH SCALISE EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN POTTS UNION TRUSTEE 2.00 X 0 0 0 ROBERT COHEN EMPLOYER TRUSTEE 2.00 X 0 0 0 LINDE SHAW UNION TRUSTEE 2.00 40.00 X 0 97101 8620 JON FISCHER EMPLOYER TRUSTEE 2.00 X 0 0 0 0 97101 8620 0 0 0 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 CLAIMS ADMINISTRATION 165205 1 EMPLOYER CONTRIBUTIONS 525100 3226758 3226758 EMPLOYEE CONTRIBUTIONS 525100 753238 753238 PARTICIPANTS'COBRA CONTRIBUTIONS 525100 1786 1786 3981782 247067 247067 2534000 2485634 48366 48366 48366 OTHER INCOME 900099 3434 3434 3434 4280649 3985216 0 295433 3920365 27800 3195 15050 69218 14656 142 3577 4054003 6106087 6455998 249758 221523 1198 870 9222 9045 319 177 924890 1108001 222502 2110 2110 7506864 7788679 910 137808 128355 137808 129265 X 0 0 0 0 7369056 7659414 7369056 7659414 7506864 7788679 226646 63712 0 X X 0 1 X 1 0 9222 9045 177 177 NATIONAL PENSION FUND WITHDRAWAL LIABILITY 128355 128355 X 4344361 63712 63712 4280649 0 4280649 4054003 0 4054003 0 4054003 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 TO 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. FORM 990, PART VI, SECTION B, LINE 11B GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT PUBLIC ACCOUNT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND'S' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. DISTRICT COUNCIL NO 9 GCCIBT 3460 N DELAWARE AVENUE SUITE 300 PHILADELPHIA PA 19134 262397080 LABOR UNION PA 501(C)(5) 0 BWAY CORPORATION NJ SHARP CORP (LITHO & PACKAGING) PA SMITH-EDWARDS-DUNLAP CO PA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 DISTRICT COUNCIL 9 GCCIBT O 27800 FMV DISTRICT COUNCIL 9 GCCIBT P 18289 FMV