2025-10-15T20:44:16-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 016010506 UA LOCAL 716 HEALTH & WELFARE TRUST FUND UALO 2125055050 1040 AVE OF THE AMERICAS 24TH FLR NEW YORK NY 10018 ANTHONY SIROIS TRUSTEE 2032697741 2025-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-15 2024 2025-03-06 01:10:19Z X ANTHONY SIROIS 1040 AVE OF THE AMERICAS 24TH FLR NEW YORK NY 10018 11803870 0 X N/A X 1977 ME TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 8 0 189 0 0 0 0 0 3915392 3857407 137976 510025 1637940 612280 5691308 4979712 0 0 6597239 5226915 0 0 0 0 0 517886 443722 7115125 5670637 -1423817 -690925 4215559 3294159 522307 469132 3693252 2825027 TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER INSURANCE COVERAGE TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 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 X 0 0 189 1 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2125055050 1040 AVENUE OF THE AMERICAS 24TH NEW YORK NY 10018 NAPOLITANO JOHN TRUSTEE (P) 2.00 40.00 X 0 0 0 SAINO GARY TRUSTEE (P) 2.00 X 0 0 0 PARRIE WILLIETTE TRUSTEE 2.00 X 0 0 0 SIROIS ANTHONY TRUSTEE 2.00 40.00 X 0 90854 0 CHAD ELLIS TRUSTEE 2.00 X 0 0 0 BEAU LIBBY TRUSTEE 2.00 X 0 0 0 MICHAEL WICHENBACH TRUSTEE 2.00 40.00 X 0 52800 0 DAN NELSON TRUSTEE 2.00 X 0 0 0 JAMES PERRY TRUSTEE 2.00 40.00 X 0 44004 0 EUGENE DOW II TRUSTEE 2.00 X 0 0 0 0 187658 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ADMINISTRATION 195167 1 EMPLOYER CONTRIBUTIONS 230000 3660682 3660682 EMPLOYEE CONTRIBUTIONS 230000 196725 196725 3857407 64450 64450 7269733 6824158 445575 445575 445575 STOP LOSS REIMBURSEMENTS 230000 529157 529157 PRESCRIPTION REBATES 230000 75122 75122 BENEFITS RECOVERED 230000 8001 8001 612280 4979712 4469687 0 510025 5226915 193838 24298 20509 17552 171415 6993 2751 885 4042 PCORI FEES 1439 5670637 15751 256154 10039 278035 1274520 1039547 2915249 1720423 4215559 3294159 40467 2132 481840 467000 522307 469132 X 0 0 0 0 3693252 2825027 3693252 2825027 4215559 3294159 -690925 -177300 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS 217000 DUE TO BROKER 250000 467000 X 4784860 -177300 -177300 4962160 17552 17552 4979712 5917925 0 5917925 17552 -264840 -247288 5670637 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE -264,840. FORM 990, PART V, LINE 2A W-2S ISSUED BY THE ORGANZIATION ARE FOR TAXABLE BENEFITS PROVIDED TO PARTICIPANTS. THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA EMAIL OR PAPER COPY. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AS WELL AS LEGAL COUNSEL PRIOR TO FILING. 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 ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS, ARE AVALIABLE UPON REQUEST TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH GOVERNMENT REGULATIONS, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. NO CHANGE FROM PRIOR YEAR. UA LOCAL 716 JACT 50 ELM STREET MANCHESTER NH 03101 010462738 EMPLOYMENT TRAINING TRUST 0 UA LOCAL 716 PO BOX 496 AUGUSTA ME 04332 043390229 LABOR UNION LABOR UNION 0 UA LOCAL 716 LABOR MGT COOP TST 10 TECHNOLOGY DR WALLINGFORD CT 06492 463541234 LABOR ORGANZIATION LABOR ORGANIZATION 0 AMERICAN REFRIG CO INC CARRIER CORP CCB INC DAY & ZIMMER DYNAMIC SYSTEMS INC FIRST TIME QUALITY HONEYWELL INC IRONHEAD INDUSTRIES JOHNSON CONTROLS INC LARKIN ENTERPRISES MJ DALY & SONS INC MAINE AUTOMATION NEW ENGLAND STATE PIPETRADES PAN PACIFIC PELLERIN & SONS P&H LLC SIEMENS INDUSTRY INC STRAIGHTLINE REFRIGERATION SULLIVAN & MERRITT INC THOMAS GALLAGHER TWEETGAROT WILDER PLUMBING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0