2026-04-10T08:59:30-05:00 2025-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-07-01 237097998 ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE PLAN ASBE 2152894303 2014 HORNIG ROAD PHILADELPHIA PA 19116 ROBERT J CELLUCCI TRUSTEE 2152894303 2026-04-10 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-04-10 2024 2025-03-06 01:10:19Z ROBERT J CELLUCCI 2014 HORNIG ROAD PHILADELPHIA PA 19116 35730556 0 X N/A X 1950 PA THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN COVERING MEMBERS OF INSULATORS AND ASBESTOS WORKERS LOCAL UNION NOS. 14 AND 89 AND ALL EMPLOYEES WHOSE EMPLOYMENT IS IN A CAPACITY WHICH PROVIDES FOR CONTRIBUTIONS TO THE TRUST OF THE PLAN. 6 3 7 0 0 0 0 0 15824190 15690268 1121783 1069880 0 0 16945973 16760148 0 0 14686133 17174406 388024 414680 0 0 0 585341 604522 15659498 18193608 1286475 -1433460 32910133 33138892 794039 669415 32116094 32469477 X THE PLAN PROVIDES THE FOLLOWING BENEFITS FOR ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS: DEATH BENEFITS, OUT-PATIENT DIAGNOSTIC, ACCIDENTAL DEATH AND DISMEMBERMENT, X-RAY AND LABORATORY, MATERNITY, HOSPITAL, MAJOR MEDICAL, SURGICAL, DENTAL CARE, VISION CARE, EXTENDED BENEFITS AFTER TERMINATION OF ELIGIBILITY, PRESCRIPTION DRUGS, VACATION BENEFITS AND ALCOHOL AND DRUG ABUSE TREATMENT.THE DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS ARE BEING PAID THROUGH AN INSURANCE ARRANGEMENT WITH UNION LABOR LIFE INSURANCE COMPANY. SELF-INSURED BENEFITS PAID DIRECTLY TO PARTICIPANTS CONSIST PRIMARILY OF PRESCRIPTION DRUG, VISION, DENTAL, MAJOR MEDICAL, MEDICARE, AND SICKNESS AND ACCIDENT BENEFITS; EXTENDED BENEFITS AFTER TERMINATION OF ELIGIBILITY; AND ALCOHOL AND DRUG ABUSE TREATMENT. 0 0 TO PROVIDE MEDICAL, HOSPITAL, DENTAL, VISION, PRESCRIPTION, WEEKLY DISABILITY INCOME, AND DEATH BENEFITS. 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 0 0 0 0 0 0 0 1 0 0 1 X 7 0 7 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 X ADMINISTRATOR 2152894303 2014 HORNIG ROAD PHILADELPHIA PA 19116 ROBERT CELLUCCI LABOR TRUSTEE/CO-CHAIRMAN 1.00 40.00 X 0 184830 146203 STEPHEN ROBERTS JR LABOR TRUSTEE 1.00 40.00 X 0 172565 143390 SEAN BOWMAN LABOR TRUSTEE 1.00 40.00 X 0 172565 135014 ARTHUR SWEENEY MANAGEMENT TRUSTEE/CO-CHAIRMAN 1.00 X 0 0 0 JERRY LICHTERMAN MANAGEMENT TRUSTEE/CO-CHAIRMAN (P) 1.00 X 0 0 0 MICHAEL FORMICA MANAGEMENT TRUSTEE 1.00 X 0 0 0 CHARLES GULLER MANAGEMENT TRUSTEE 1.00 X 0 0 0 STEPHEN PETTIT LABOR TRUSTEE (P) 1.00 40.00 X 0 0 0 MICHAEL BURNS FUND ADMINISTRATOR 16.00 29.00 X 19721 151308 109758 19721 681268 534365 0 0 1 0 AETNA 9 ENTIN ROAD STE 203 PARSIPPANY NJ 07054 CLAIMS PROCESSING 301364 1 EMPLOYER CONTRIBUTIONS 525100 12680056 12680056 PARTICIPANT VACATION CONTRIBUTION 525100 1812999 1812999 RETIREE CONTRIBUTIONS 525100 1180832 1180832 COBRA CONTRIBUTION 525100 16381 16381 15690268 1134307 1134307 18905981 18970408 -64427 -64427 -64427 16760148 15690268 0 1069880 17174406 32047 176387 131824 58503 15919 59619 89798 93415 128315 77237 85824 42497 1332 733 21334 PCORI FEES 4418 18193608 1557966 970862 6518130 4098360 1336892 1319001 13185 90964 150085 150085 0 0 22585197 25413888 521151 450964 377612 794853 32910133 33138892 70247 66068 723792 603347 794039 669415 X 0 0 0 0 32116094 32469477 32116094 32469477 32910133 33138892 -1433460 1786843 0 X X 0 1 X 1 0 90364 90364 0 50083 50083 0 9638 9638 0 0 DUE TO LOCAL UNION 14 2746 LEASE LIABILITY - OPERATING LEASE 450964 DUE TO ASBESTOS WORKERS PHILA. PENSION FUND 67841 DUE TO OTHER RELATED PARTIES 19255 RECIPROCAL CONTRIBUTIONS PAYABLE 62541 603347 X 18453576 1786843 1786843 16666733 93415 93415 16760148 18100193 0 18100193 93415 93415 18193608 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 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. X 0 0 0 ROBERT CELLUCCI LABOR TRUSTEE/CO-CHAIRMAN 0 184830 0 0 0 0 0 114691 0 31512 0 331033 0 0 STEPHEN ROBERTS JR LABOR TRUSTEE 0 172565 0 0 0 0 0 111878 0 31512 0 315955 0 0 SEAN BOWMAN LABOR TRUSTEE 0 172565 0 0 0 0 0 106078 0 28936 0 307579 0 0 MICHAEL BURNS FUND ADMINISTRATOR 19721 151308 0 0 0 0 8715 68889 3611 28543 32047 248740 0 0 FORM 990, PART V, LINE 2A: ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND PAYS TAXABLE DISABILITY BENEFITS TO PARTICIPANTS. THE FUND ISSUED 2 FORMS W-2 FOR DISABILITY BENEFITS AND 5 FORMS W-2 FOR EMPLOYEES IN CALENDAR YEAR 2024. FORM 990, PART VI, SECTION B, LINE 11B ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE COMPLETED RETURN IS FORWARDED TO THE FUND ADMINISTRATOR FOR INITIAL REVIEW. THE RETURN IS THEN PRESENTED TO THE TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12 ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE PLAN MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT WHO PERFORMS THE AUDIT. NO CHANGE FROM THE PRIOR YEAR. INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 89 1502 SOUTH OLDEN AVENUE TRENTON NJ 08610 221732686 LOCAL UNION NJ 501(C)(5) N/A 0 ASBESTOS WORKERS PHILADELPHIA PENSION FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 236406511 PENSION FUND PA 401(A)/501(A) N/A 0 ASBESTOS WORKERS LOCAL NO 14 SCHOLARSHIP FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 311729117 SCHOLARSHIP FUND PA 501(C)(3) 509(A)(2) 0 JOINT APPRENTICE TRAINING FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 231711170 EDUCATION AND TRAINING FUND PA 501(C)(3) 170(B)(1)(A)(II) 0 INTERNATIONAL ASSOC OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 14 2014 HORNIG ROAD PHILADELPHIA PA 19116 230724510 LOCAL UNION PA 501(C)(5) N/A 0 ASBESTOS WORKERS PHILADELPHIA FUNDS 2014 HORNIG ROAD PHILADELPHIA PA 19116 231899244 LOCAL UNION PA 501(C)(5) N/A 0 JAC LOCAL #14 2014 HORNIG ROAD PHILADELPHIA PA 19116 LOCAL UNION PA 501(C)(5) N/A 0 LOCAL 14 MARKETING FUND 2014 HORNIG ROAD PHILADELPHIA PA 19116 230724510 LOCAL UNION PA 501(C)(5) N/A 0 ASBESTOS WORKERS SAVINGS PLAN 2014 HORNIG ROAD PHILADELPHIA PA 19116 863729421 PENSION FUND PA 401(A)/501(A) 0 A&S INSULATION ACCURATE INSULATION - 2437 ADVANCED SPECIALTY CONTRACTORS - 2412 ALLIED POWER LLC - 2603 APACHE INDUSTRIAL UNITED - 2709 APEX INSULATION INC API INC - 2719 ASBESTOS LOCAL 14 ASBESTOS LOCAL 89 ASBESTOS WORKERS FUNDS #14 - 214 BRANDSAFWAY INDUSTRIES - 2552 BROCK INDUSTRIAL SERVICES - 2600 BURNHAM INDUSTRIAL CONTROLLED ENVIRONMENTAL DELTABJDS INC #14 - 2304 DIVERSE ENTERPRISE LLC - 5393 ED-O INSULATION CO INC - 572 EII INC - 5364 EWP CONTRACTING INC - 5362 FOLEY INSULATION INC #275 GREENSTONE INSULATION - 2718 INSULTECH INC - 2422 INTERNATIONAL ASBESTOS REMOVAL - 2715 JAC LOCAL #14 - 221 K FACTOR INSULATION K GULLER LLC LOCAL 14 MARKETING FUND LUCKY MECHANICAL LLC M&O INSULATION - 2713 M&R INSULATION SERVICES - 5322 MARTINEZ ASSOCIATES MECHANICAL INSULATION MID-ATLANTIC INSULATION MJM INDUSTRIES INC - 5147 MPF INSULATION - 2555 NORRIS INSULATION CO #14 - 544 PDM CONSTRUCTORS INC RIGGS DISTLER & CO INC - 4193 SBS INSULATION LLC SELVEY GOLDEN INCORP STAR INSULATION INC TANDEM ASSOCIATES INC TEMPERED INSULATION INC - 252 THERMAL PIPING DIV OF GBI - 2446 THERMAL SOLUTIONS CONTRACTING - 2442 Z-TECH INSULATION 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 ASBESTOS WORKERS PHILADELPHIA PENSION FUND Q 276017 FMV LOCAL 14 BUILDING FUND N 83688 FMV