2026-03-13T15:19:20-05:00 2025-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-05-01 111823976 UNITED WELFARE FUND UNIT 9292441222 145 HUGUENOT STREET 100 NEW ROCHELLE NY 10801 WILLIAM SWEENEY SECURITY FUND ADMINISTRATOR 7186584848 2026-03-13 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-03-13 2024 2025-03-06 01:10:19Z WILLIAM SWEENEY 145 HUGUENOT STREET 100 NEW ROCHELLE NY 10801 351041013 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 27 0 0 0 0 0 208029376 191808582 16486806 9051136 3594 44669 224519776 200904387 0 0 188624901 196853590 4416074 4264019 0 0 0 10440562 11265196 203481537 212382805 21038239 -11478418 549647736 562609849 10537931 8660048 539109805 553949801 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 5507 0 1 27 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 THRU 12/2024 65.00 X 0 0 0 NICHOLAS DIPPOLITO UNION TRUSTEE EFF. 01/2025 65.00 X 0 0 0 LOU LOIACONO UNION TRUSTEE 65.00 X 0 0 0 ERIC PEREZ UNION TRUSTEE 65.00 X 0 0 0 LARRY AMATULLI EMPLOYER TRUSTEE 10.00 X 0 0 0 DINA BURNS EMPLOYER TRUSTEE EFF. 07/2024 10.00 X 0 0 0 MICHAEL BROWN EMPLOYER TRUSTEE 10.00 X 0 0 0 DIANE CAFIERO EMPLOYER TRUSTEE EFF. 01/2025 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 THRU 12/2024 10.00 X 0 0 0 JACQUELINE HART EMPLOYER TRUSTEE 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 333002 0 116582 THOMAS MACK WELFARE FUND ASSIST. ADMIN 40.00 X 287808 0 43751 MATTHEW T POWER IT 40.00 X 239023 0 62468 JAMES MACK SECURITY FUND ASSIST. ADMI 40.00 X 245885 0 67662 STEVEN ELLIOTT JR CIO 65.00 X 313486 0 120627 CEDUAN LIU IT 40.00 X 257068 0 56779 1676272 0 467869 9 0 1 1 UNITED HEALTH CARE 9700 HEALTH CARE LANE MINNETONKA MN 55343 MEDICAL CLAIMS ADMINISTRATOR 3578482 EXPRESS SCRIPTS INC 1 EXPRESS WAY ST LOUIS MO 63121 RX CLAIMS ADMINISTRATOR 1818027 SUPREME BENEFITS LLC 11207 WESTLAND CIRCLE BOYNTON BEACH FL 33437 MEDICAL CLAIMS ADMINISTRATOR 1357730 ROTHMAN ROCCO LARUFFA LLP 3 WEST MAIN STREET ELMSFORD NY 10523 LEGAL COUNSEL 575448 NOVAK FRANCELLA LLC 40 MONUMENT ROAD 5TH FLOOR BALA CYNWYD PA 19004 ACCOUNTANT 493550 11 EMPLOYER CONTRIBUTIONS 900099 191013138 191013138 PARTICIPANT CONTRIBUTIONS 900099 795444 795444 191808582 19137275 19137275 22256 -22256 -22256 -22256 140028231 150114370 -10086139 -10086139 -10086139 OTHER INCOME 900099 66925 66925 66925 200904387 191875507 0 9028880 196853590 443924 2789689 106851 709286 214269 1173841 577673 494508 231527 367577 766624 643332 24585 99129 171796 NET REIMB. EXPENSES 6566839 AUTO 95154 GOV'T FEES MANDATED ACA 52611 212382805 2517656 2870319 7983067 7762179 219773 152136 677040 410072 345478 266968 529607487 543309972 2200000 2200000 3153652 2802764 3620623 3245511 549647736 562609849 2097445 2358724 4749399 2934124 3691087 3367200 10537931 8660048 X 0 0 0 0 539109805 553949801 539109805 553949801 549647736 562609849 -11478418 26318414 0 X 0 1 X 1 0 48527 11307 37220 628513 398765 229748 266968 DUE TO AFFILIATES 432557 OPERATING LEASE LIABILITY 2934643 3367200 X 226728293 26318414 26318414 200409879 494508 494508 200904387 211888297 0 211888297 494508 494508 212382805 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. 312176 0 17536 0 3290 0 9294 0 107288 0 449584 0 0 0 THOMAS MACK WELFARE FUND ASSIST. ADMIN 270386 0 14776 0 2646 0 7471 0 36280 0 331559 0 0 0 MATTHEW T POWER IT 231523 0 7500 0 0 0 6617 0 55851 0 301491 0 0 0 JAMES MACK SECURITY FUND ASSIST. ADMI 228924 0 11737 0 5224 0 7471 0 60191 0 313547 0 0 0 STEVEN ELLIOTT JR CIO 295211 0 16576 0 1699 0 8785 0 111842 0 434113 0 0 0 CEDUAN LIU IT 245896 0 9000 0 2172 0 7738 0 49041 0 313847 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 $406,150, CONSISTING OF $332,153 IN REPORTABLE W-2 COMPENSATION AND $73,997 IN CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS. 64% OF SALARIES AND BENEFITS PAID IS REIMBURSED BY THE FILING ORGANIZATION DURING THE REPORTING PERIOD. 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, 2025, THE FUND REIMBURSED USWU, IUJAT AND LOCAL 726 $1,117,074 FOR THE FUND'S SHARE OF SUCH COSTS, WHICH INCLUDED A COMPONENT OF PERSONNEL COMPENSATION AND RELATED BENEFIT COSTS. STEVEN R ELLIOTT JR FAMILY MEMBER 434114 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, AND TO THE 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 THE 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 THE 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.