2025-02-18T05:05:30-06:00 2024-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-05-01 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 2025-02-18 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-02-17 2023 2025-03-06 01:10:19Z GARY MASINO 1301 S COLUMBUS BLVD - 1ST FLOOR PHILADELPHIA PA 19147 79737536 0 X NA X 1949 PA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS 8 5 0 0 0 0 0 0 51540111 55895889 1272020 1008738 59238 34863 52871369 56939490 0 0 57852893 60283925 1056243 993861 0 0 0 811613 728912 59720749 62006698 -6849380 -5067208 41139920 35423495 622800 611317 40517120 34812178 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 89 0 0 0 0 0 0 0 0 0 0 X 8 5 1 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 (P) 5.00 40.00 X 0 266253 172002 ROELAND F HOEKE TRUSTEE 2.00 X 0 0 0 ERNEST J MENOLD CO-CHAIR 2.00 X 0 0 0 BRYAN BUSH CO-CHAIR 2.00 40.00 X 0 206833 147321 GERARD E GONTZ TRUSTEE 2.00 40.00 X 0 200938 151199 GINA ONORATO TRUSTEE 2.00 X 0 0 0 WILLIAM DORWARD TRUSTEE 2.00 40.00 X 0 164605 124803 TOM BUSH TRUSTEE 2.00 X 0 0 0 KEN WURST TRUSTEE 2.00 X 0 0 0 THOMAS J KLINGENBERG FUND ADMINISTRATOR 2.00 40.00 X 0 221831 151422 DENNIS SIRAVO ASST ADMINISTRATOR 2.00 40.00 X 0 164795 119023 CHRISTOPHER DOWNEY CONTROLLER 2.00 40.00 X 0 132385 68737 0 1357640 934507 0 0 1 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 ADMINISTRATIVE FEES 1389589 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 PATIENT ADVOCACY 636300 LABOR FIRST LLC 1000 MIDLANTIC DR STE 100 MOUNT LAUREL NJ 08054 ADMINISTRATIVE FEES 613677 BENECARD 5040 RITTER ROAD MECHANICSBURG PA 17055 ADMINISTRATIVE FEES 319969 CONNER STRONG & BUCKELEW 401 NJ-73 300 MARLTON NJ 08053 BENEFIT CONSULTING FEES 119917 6 EMPLOYER CONTRIBUTIONS 525100 48863694 48863694 PARTICIPANT AND COBRA CONTRIBUTIO 525100 7032195 7032195 55895889 1362372 1362372 22444412 22798046 -353634 -353634 -353634 MISCELLANOUS INCOME 900099 34863 34863 34863 56939490 55542255 0 1397235 60283925 519362 223005 212200 39294 71185 44101 176126 111000 71054 87562 111835 5599 5628 9397 REGULATORY FEES AND TAX 18579 DEPRECIATION EXPENSE AL 15462 EDUCATION 1384 62006698 2014305 2248353 2237286 703750 6189453 6044487 5567 24567 19417537 19062935 10192772 6256403 1083000 1083000 41139920 35423495 356089 373525 266711 237792 622800 611317 X 0 0 0 0 40517120 34812178 40517120 34812178 41139920 35423495 -5067208 -637734 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 3414087 F COMMON COLLECTIVE TRUST 2842316 F 6256403 DUE TO RELATED ORGANIZATIONS 236430 DUE TO BROKER 1362 237792 X 56125630 -637734 -637734 56763364 176126 176126 56939490 61830572 0 61830572 176126 176126 62006698 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 GARY J MASINO CO-CHAIR (P) 0 266253 0 0 0 0 0 114904 0 57098 0 438255 0 0 THOMAS J KLINGENBERG FUND ADMINISTRATOR 0 221831 0 0 0 0 0 103972 0 47450 0 373253 0 0 BRYAN BUSH CO-CHAIR 0 206833 0 0 0 0 0 94983 0 52338 0 354154 0 0 GERARD E GONTZ TRUSTEE 0 200938 0 0 0 0 0 96922 0 54277 0 352137 0 0 WILLIAM DORWARD TRUSTEE 0 164605 0 0 0 0 0 80002 0 44801 0 289408 0 0 DENNIS SIRAVO ASST ADMINISTRATOR 0 164795 0 0 0 0 0 81063 0 37960 0 283818 0 0 CHRISTOPHER DOWNEY CONTROLLER 0 132385 0 0 0 0 0 31273 0 37464 0 201122 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. 151 FORMS W-2 WERE ISSUED FOR THE CALENDAR YEAR 2023. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BRYAN BUSH AND TOM BUSH ARE BROTHERS. 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 FUND'S TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT. THIS HAS NOT CHANGED 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 SHEET METAL WORKERS JOINT APPRENTICE 1301 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19147 236428928 TRAINING FUND 501(C)(3) 0 SHEET METAL WORKERS JATC OF CENTRAL PA 102 WINDSOR AVE HAMBURG PA 19526 232004118 TRAINING FUND 501(C)(3) 0 A A A SHEET METAL INC A C GENTRY A D S INC A S L REFRIGERATION INC A ZAHNER COMPANY AW FARRELL & SON INC ABCO SIGN CO ACCU-FLOW BALANCING CO LLC ADVANCED AIR SERVICE GROUP ADVANCED SHEET METAL AELLA INDUSTRIES AERDUX INCORPORATED AIR BALANCING ENGINEERS AIR CONCEPTS INC AIR TIGHT HEATING & COOLING AJM MECHANICAL LLC ALLIED POWER SERVICES LLC AMERICAN MECHANICAL & CONTRACT ASC SHEET METAL LLC AXIS KITCHEN INSTALLATIONS LL BLANSKI ENERGY MANAGEMENT BONLAND INDUSTRIES BURKE & COMPANY LLC BURKHARDT MECHANICAL C R MEYER AND SONS COMPANY CADDX3 LLC CAHILL SKETCHING & INSPECTING CAMDEN MECHANICAL CHRISTIANA MECHANICAL INC CITY SIGN SERVICE CLEAR CHANNEL OUTDOOR COMMERCIAL AIR CONSTRUCTION COMPASS SIGN CO COMPREHENSIVE TESTBALANC CONTROLLED TEMPERATURE SYSTEMS CROSS COUNTRY FOOD SER INS CUSTOM FINISHERS INC D J SMITH INDUSTRIAL INC DA SIGNS & SERVICES DAY & ZIMMERMAN DIRECT AIR MECHANICAL DOUBLE D SHEET METAL INC DOWNTOWN MECHANICAL LLC DREAM MECHANICAL DUCT DR MIRACLE ENVIRONMENTAL DUCTZ DWD MECHANICAL CONTRACTOR INC DYNAMIC BALANCING CO INC EASTERN AIR BALANCE CORP EASTERN SIGN TECH LLC EGAN HVAC INSTALLATIONS ENERPLEX MECHANICAL EPAY INC ERNEST D MENOLD INC FETCHEN SHEET METAL FISHER BALANCING COMPANY FLOOD & STERLING INC G R SPONAUGLE & SONS GBI INCTHERMAL PIPING GENESIO COMPANY H L THOMAS INC H T LYONS HAYS SHEET METAL COMPANY HRANEC SHEET METAL INC HUNTER MECHANICAL INC HYGRADE INSULATORS INC I D GRIFFITH INC (DE) INDEPENDENT BALANCING INTERNATIONAL TRAINING INSTITU J & M CUSTOM SHEET METAL LLC J & S FABRICATIONSLLC JOSEPH OAT CORP KAM SHEET METAL LLC KIKER SHEET METAL KOTTCAMP SHEET METAL L S MECHANICAL LEFFLER ENERGY CORP LEHIGH COUNTY AUTHORITY LEHIGH S M ERECTING CO LEIBOLD INC LITTLE BITTS SERVICE INC LOR-MAR MECHANICAL LLC LUTHE SHEET METAL INC M D ROOFING MARCLINE SHEET METAL MARLYN SHEET METAL INC MARX SHEET METAL MASSARA METALS INC MAXIMUM MECHANICAL MCCLURE COMPANY MEK-TEK HVACLLC METAL ALLIANCE INC MID-ATLANTIC MECHANICAL MODERN CONTROLS MRC SIGNS NATIONAL BALANCING CO NATIONAL ENVIRONMENTAL CONTRAC NORTHEAST MECHANICAL NOVA SIGN GROUP OPTIMUM PERFORMANCE BALANCING ORELAND SHEET METAL INC ORELAND SHEET METAL INC PA STATE BLDG & CONS TRADES PRECISION AIR DESIGNS LLC PREFERRED PLUMBING & HTG PREMIER ARCHITECTURAL S M LLC PRIME SHEET METAL INC PROGRESSIVE S M CO K&Z RADICK CORPORATION REAM ROOFING ASSOCIATES RESTAURANT VENT DESIGN RLM MECHANICAL LLC ROBERT G GANTER JR CONT RODNEY B SMITH PLUMBINGHEATIN ROTH BROS INC SANKS MECHANICAL SCANLON ASSOCIATES SKETCHING SOLUTIONS LLC SOUTH JERSEY METAL INC SOUTH JERSEY SIGN & CONSTR LLC SOUTH PHILLY CUSTOM METAL SOUTHERN COMFORT MECHANICAL IN SOUTHLAND IND MECHANICAL SPECIALTY FABRICATORS INC SSM INDUSTRIES INC STS SHEET METAL SUN MECHANICAL SYSTEMS TAB SYSTEMS INC TABWORKS INC TCS HEATING & AC THOMAS CO INC TRIAD BLDG SPEC V & G CLIMATE SERVICES INC W F SMITH W SOULE & CO WARKO ROOFING COMPANY INC WM J DONOVAN CO ZARAGOZA BUILDING & CONSTRUCTI ZELLA INDUSTRIES LLC 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 P 1291508 FMV