2025-03-17T08:36:55-05:00 2024-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-05-01 111823976 UNITED WELFARE FUND UNIT 9292441222 145 HUGUENOT STREET 100 NEW ROCHELLE NY 10801 WILLIAM SWEENEY SECURITY FUND ADMINISTRATOR 7186584848 2025-03-17 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-03-17 2023 2025-03-06 01:10:19Z WILLIAM SWEENEY 145 HUGUENOT STREET 100 NEW ROCHELLE NY 10801 259964208 0 X N/A X 1956 NY TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 16 16 24 0 0 0 0 0 198558348 208029376 12662050 16486806 14658 3594 211235056 224519776 0 0 204312795 188624901 4541401 4416074 0 0 0 10042487 10440562 218896683 203481537 -7661627 21038239 534072115 549647736 10916169 10537931 523155946 539109805 TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 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 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 5721 0 1 24 1 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X WILLIAM SWEENEY SECURITY FUND ADM 9292441222 145 HUGUENOT STREET SUITE 100 NEW ROCHELLE NY 10801 X JONATHAN S AMES UNION TRUSTEE 70.00 X 0 0 0 LORI AMES UNION TRUSTEE 70.00 X 0 0 0 PETER DEVITO JR UNION TRUSTEE 65.00 X 0 0 0 CHARLES SHIMKUS UNION TRUSTEE 65.00 X 0 0 0 TROY ANDERSON UNION TRUSTEE 65.00 X 0 0 0 JAMES SCAGNELLI UNION TRUSTEE 65.00 X 0 0 0 KEVIN BARRY UNION TRUSTEE THRU 12/2023 65.00 X 0 0 0 LOU LOIACONO UNION TRUSTEE 65.00 X 0 0 0 ERIC PEREZ UNION TRUSTEE EFF. 01/2024 65.00 X 0 0 0 LARRY AMATULLI EMPLOYER TRUSTEE 10.00 X 0 0 0 STEVEN BARNA EMPLOYER TRUSTEE 10.00 X 0 0 0 MICHAEL BROWN EMPLOYER TRUSTEE 10.00 X 0 0 0 AGOSTINO VONA EMPLOYER TRUSTEE THRU 02/2024 10.00 X 0 0 0 MARC ZERGEBEL EMPLOYER TRUSTEE 10.00 X 0 0 0 CARL CURCIO EMPLOYER TRUSTEE 10.00 X 0 0 0 GANDOLFO SCHIAVONE EMPLOYER TRUSTEE 10.00 X 0 0 0 KEVIN NOLAN EMPLOYER TRUSTEE 10.00 X 0 0 0 JACQUELINE HART EMPLOYER TRUSTEE EFF. 03/2024 10.00 X 0 0 0 WILLIAM SWEENEY SECURITY FUND ADMIN. 65.00 X 0 0 0 JOSEPH M PECORA WELFARE FUND ADMIN. 65.00 X 326206 0 113780 THOMAS MACK WELFARE FUND ASSIST. ADMIN 40.00 X 254295 0 43431 MATTHEW T POWER IT 40.00 X 229413 0 60647 JAMES MACK SECURITY FUND ASSIST. ADMI 40.00 X 223910 0 65770 STEVEN ELLIOTT JR CIO 65.00 X 309186 0 117840 SAM MATTHEWS IT 40.00 X 212148 0 60047 1555158 0 461515 12 0 1 1 SUPREME BENEFITS LLC 11207 WESTLAND CIRCLE BOYNTON BEACH FL 33437 MEDICAL CLAIMS ADMINISTRATOR 2979820 LEADING EDGE ADMINISTRATORS 14 WALL STREET - STE 5B NEW YORK NY 10005 MEDICAL CLAIMS ADMINISTRATOR 2397232 UNITED HEALTH CARE 9700 HEALTH CARE LANE MINNETONKA MN 55343 MEDICAL CLAIMS ADMINISTRATOR 2322404 EXPRESS SCRIPTS INC 1 EXPRESS WAY ST LOUIS MO 63121 RX CLAIMS ADMINISTRATOR 1693421 ROTHMAN ROCCO LARUFFA LLP 3 WEST MAIN STREET ELMSFORD NY 10523 LEGAL COUNSEL 572312 10 EMPLOYER CONTRIBUTIONS 900099 207143036 207143036 PARTICIPANT CONTRIBUTIONS 900099 886340 886340 208029376 17767319 17767319 22440 -22440 -22440 -22440 34141479 35421992 -1280513 -1280513 -1280513 OTHER INCOME 900099 26034 26034 26034 224519776 208055410 0 16464366 188624901 435277 2857100 111234 799396 213067 706496 345870 479129 120985 214712 672055 627113 15158 97469 304059 NET REIMB. EXPENSES 6718121 AUTO 89980 GOV'T FEES MANDATED ACA 49415 203481537 5751296 2517656 8060016 7983067 177461 219773 656421 310943 392889 345478 510437973 529607487 2200000 2200000 3495521 3153652 3556959 3620623 534072115 549647736 3042873 2097445 4038784 4749399 3834512 3691087 10916169 10537931 X 0 0 0 0 523155946 539109805 523155946 539109805 534072115 549647736 21038239 -5084380 0 X 0 1 X 1 0 44017 7148 36869 612404 303795 308609 345478 DUE TO AFFILIATES 438943 OPERATING LEASE LIABILITY 3252144 3691087 X 219004267 -5084380 -5084380 224088647 431129 431129 224519776 203050408 0 203050408 431129 431129 203481537 PART X, LINE 2: THE PLAN (AND ITS RELATED TRUST) ARE INTENDED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC), AS AMENDED AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 1986. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S TRUSTEES AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. 0 0 0 JOSEPH M PECORA WELFARE FUND ADMIN. 306331 0 17536 0 2339 0 9119 0 104661 0 439986 0 0 0 THOMAS MACK WELFARE FUND ASSIST. ADMIN 238918 0 13275 0 2102 0 7278 0 36153 0 297726 0 0 0 MATTHEW T POWER IT 220413 0 9000 0 0 0 6445 0 54202 0 290060 0 0 0 JAMES MACK SECURITY FUND ASSIST. ADMI 207317 0 11737 0 4856 0 7278 0 58492 0 289680 0 0 0 STEVEN ELLIOTT JR CIO 289686 0 16576 0 2924 0 8619 0 109221 0 427026 0 0 0 SAM MATTHEWS IT 205648 0 6500 0 0 0 6445 0 53602 0 272195 0 0 0 SCHEDULE J PAGE 3 PART III COMPENSATION FROM UNRELATED ORGANIZATIONS: WILLIAM SWEENEY - TOTAL COMPENSATION REPORTED BY UNITED SERVICE WORKERS UNION IUJAT - NATIONAL UNION (UNRELATED ORGANIZATION) AMOUNTED TO $395,001 CONSISTING OF $322,157 IN REPORTABLE W-2 COMPENSATION AND $72,844 IN CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS. 64% OF SALARIES AND BENEFITS PAID IS REIMBURSED BY THE FILING ORGANIZATION. THE FUND IS PARTY TO ADMINISTRATIVE SERVICES AGREEMENTS WITH UNITED SERVICE WORKERS UNION, IUJAT, INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES AND SERVICE PROFESSIONALS UNION, LOCAL 726, IUJAT. THESE AGREEMENTS PROVIDE, AMONGST OTHER THINGS, A COST SHARING MECHANISM FOR CERTAIN REASONABLE ADMINISTRATIVE AND OPERATIONAL COSTS DEEMED NECESSARY FOR THE OPERATION AND ADMINISTRATION OF THE FUND. DURING THE TAX REPORTING PERIOD ENDING APRIL 30, 2024, THE FUND REIMBURSED USWU, IUJAT AND LOCAL 726 $1,201,127 FOR THE FUNDS SHARE OF SUCH COSTS WHICH INCLUDED A COMPONENT OF PERSONNEL COMPENSATION AND RELATED BENEFIT COSTS. STEVEN R ELLIOTT SR FAMILY MEMBER 213689 EMPLOYMENT 0 STEVEN R ELLIOTT JR FAMILY MEMBER 427026 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 JONATHAN AMES AND LORI AMES- FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WITH ASSISTANCE FROM FUND PERSONNEL AND LEGAL COUNSEL AND PRESENTED TO THE CONTROLLER FOR INITIAL REVIEW. THE CONTROLLER THEN CIRCULATED A COPY OF THE DRAFT FORM 990 TO THE FUND ADMINISTRATOR, FUND'S TRUSTEES, OFFICERS AND LEGAL COUNSEL. AFTER FURTHER REVIEW AND COMPLETION OF ANY OPEN ITEMS, THE FINAL DOCUMENT WAS CIRCULATED TO ALL OF THE OFFICERS AND TRUSTEES. WHO, AFTER THEIR OWN REVIEW, WERE CANVASSED FOR APPROVAL FOR ACCEPTANCE AND AUTHORIZATION TO FILE THE FORM 990 BEFORE ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES OF THE FUND AT THEIR REGULAR MEETINGS TAKE UP THE BUSINESS OF THE ORGANIZATION WHICH MAY INCLUDE INSTANCES WHERE A CONFLICT OF INTEREST MAY HAVE OCCURED OR IS SUBJECT OF DISCUSSION. IF A CONFLICT OF INTEREST IS PRESENTED, THE TRUSTEES TAKE APPROPRIATE ACTION WITH ANY CONFLICTED MEMBER ABSTAINING FROM PARTICIPATION IN THE DISCUSSION AND VOTE. ALL TRUSTEES, OFFICERS AND EMPLOYEES ARE COVERED BY CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII - COLUMN (B) AVG HOURS: HOURS RECORDED ARE AN ESTIMATE OF AVERAGE HOURS WORKED PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITIONS IN, WHERE WORK IS ASSIGNED AS A REQUIRED COMPONENT OF THE PERSON'S PRIMARY EMPLOYMENT. AS ALLOCATED, WORK TIME IS DEVOTED TO PROVIDE NECESSARY SUPPORT AND SERVICES NEEDED BY THE RESPECTIVE ORGANIZATIONS' PROGRAMS.