2025-10-28T08:09:33-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 131911036 LOCAL 966 HEALTH FUND LOCA 2126914100 45-06 PEARSON STREET 2ND FLOOR LONG ISLAND CITY NY 11101 MIKE SMITH TRUSTEE 4108729500 2025-10-28 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-28 2024 2025-03-06 01:10:19Z X MIKE SMITH 45-06 PEARSON STREET 2ND FLOOR LONG ISLAND CITY NY 11101 815659 0 X N/A X 1985 NJ THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP. 2 1 0 0 0 0 0 0 4596621 654590 4453 -14000 0 0 4601074 640590 0 0 4623587 1032224 14945 5215 0 0 0 389952 236646 5028484 1274085 -427410 -633495 759626 232034 94897 188138 664729 43896 THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP. 0 0 PROVIDED HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1170 0 0 0 0 0 0 0 0 0 0 X 2 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X THE FUND 2126914100 45-06 PEARSON STREET 2ND FLOOR LONG ISLAND CITY NY 11101 JAMES ANDERSON UNION TRUSTEE (P) 1.00 1.00 X 0 0 0 JOHN O'MEARA EMPLOYER TRUSTEE 1.00 1.00 X 3125 0 0 MIKE SMITH UNION TRUSTEE 1.00 1.00 X 0 0 0 3125 0 0 0 0 0 0 BENESYS INC 7130 COLUMBIA GATEWAY DR SUITE A COLUMBIA MD 21046 CONTRACT ADMINISTRATION 107756 1 EMPLOYER CONTRIBUTIONS 900099 654590 654590 654590 608 608 160461 175069 -14608 -14608 -14608 640590 654590 0 -14000 1032224 3125 2090 56121 38628 109504 1106 343 1532 ADMINISTRATIVE BENEFIT 25041 BANK CHARGES 4371 1274085 176746 548692 5484 791 1622 161961 48182 48182 759626 232034 24832 135834 70065 52304 94897 188138 X 664729 43896 664729 43896 759626 232034 -633495 12662 0 X X 0 1 X 1 0 0 GRAVE SITES HELP FOR BENEFITS 48182 48182 UNALLOCATED CONTRIBUTIONS 18667 DUE TO RELATED PARTIES 33637 52304 X 653252 12662 12662 640590 0 640590 1274085 0 1274085 0 1274085 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE FAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HIRED A THIRD-PARTY ADMINISTRATOR (BENESYS, INC.) TO HANDLE ALL ADMINISTRATIVE FUNCTIONS OF THE HEALTH FUND. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE TAX RETURNS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL TRUSTEES DISCLOSE ANY POTENTIAL CONFLICTS TO THE OTHER TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. LOCAL 966 PENSION FUND 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 132640882 PENSION FUND NJ 1 401-1 B3 N/A 0 TEASMTERS LOCAL 966 310 HUDSON ST STE 2C HACKENSACK NJ 07601 131816297 LABOR UNION NJ 501(C)(5) N/A 0 260 HERKIMER STREET LLC 260 HOWARD AVENUE 33 SEAPORT HOTEL 880 WILLOUGHBY AVE A ESTEBAN & CO INC ALBANY CROSSING APTS LLC BEDSTUYRDC COMMERICAL CENTER BLUEDGE CASABE HOUSINGSHINDA MANAGEMENT CASTLE REALTY CONST COINMACH CORP (PART) EMERGE ASSOCIATES LLC FEDCO STEEL CORP FULTON STREET SOUTH GREENE AVE EMPLOYER LLC GREENWOOD CEMETERY GROBET FILE CO OF AMER KINGSTON HEIGHTS APTS LLC LONG ISLAND FIREPROOF I LORS PHOTOGRAPHY METROPOLITAN RECALMATION SERVICES MILES PARKER ADMIN (FRMLY BSREP) MODERN FACILITY SVCS - LIJ NATIONAL ACOUSTICS INC NIKON INC PORT REALTY & WAREHOUSING ROCKVILLE TUDOR APT CORP SHP MANAGEMENT (FRMLY ENVIRONMENTAL SVC) TEDIMATTS INC TRAD WATERPROOF & RESTOR TRI STAR OFFSET CORP TWEEMILL HOUSES UPACA TERRACE SITE #7 UPGRADE GROUP INC WILLOUGHBY COURT APTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0