2024-10-15T12:08:24-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 232082042 IBEW LOCAL 98 HEALTH & WELFARE PLAN BOARD OF IBEW 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 191303915 JAMES FOY TRUSTEE 2155996436 2024-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-14 2023 2024-10-15 13:58:12Z JAMES FOY 1719 SPRING GARDEN STREET PHILADELPHIA PA 191303915 145029686 0 X N/A X 1953 PA TO PROVIDES HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 98. 6 3 0 0 0 0 0 0 85948273 88894154 3913365 8467161 0 0 89861638 97361315 0 0 76837520 76171252 0 0 0 0 0 1592900 1691607 78430420 77862859 11431218 19498456 175549774 197949555 1625511 1518558 173924263 196430997 TO PROVIDES HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 98. 0 0 THE FUND PROVIDES MEDICAL, HOSPITAL-SURGICAL, LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT, PRESCRIPTION, DENTAL, VISION AND DISABILITY BENEFITS FOR MEMBERS AND THIER DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 642 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ADMINISTRATOR 2155996436 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 BRIAN BURROWS UNION TRUSTEE (P) 1.00 48.00 X 0 71387 43166 JEFF SCARPELLO EMPLOYER TRUSTEE 1.00 40.00 X 0 534310 74459 MICHAEL KANE UNION TRUSTEE 1.00 1.00 X 0 2143 0 DOUG SMITH EMPLOYER TRUSTEE 1.00 X 0 0 0 KEN MEYERS EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK LYNCH UNION TRUSTEE 1.00 56.00 X 0 287919 175413 JAMES FOY UNION TRUSTEE 1.00 48.00 X 0 222985 136561 JEFF NAGLE UNION TRUSTEE 1.00 2.00 X 0 1072 0 0 1119816 429599 0 0 1 0 FRANK M VACCARO & ASSOCIATES INC 27 ROLAND AVENUE MOUNT LAUREL NJ 08054 ADMINSTRATION SERVICES 796269 CHARTWELL INVETSMENT PARTNERS 105 WESTLAKES DR STE 100 BERWYN PA 19312 INVESTMENT MANAGEMENT 112860 2 EMPLOYER CONTRIBUTIONS 525100 84376013 84376013 RETIREE AND COBRA CONTRIBUTIONS 525100 4518141 4518141 88894154 5546137 5546137 50589395 47668371 2921024 2921024 2921024 97361315 88894154 0 8467161 76171252 59234 70894 404476 864048 36161 58878 OFFICE STAFF REIMIBURSE 136818 HEALTH FAIR EXPENSES 36613 PCORI FEES 22875 TRUSTEE EDUCATIONAL EXP 1610 77862859 8972 60342 43626815 55479816 7326607 7549260 36570 19747 68758647 96381857 50766188 32425584 5025975 6032949 175549774 197949555 640483 591805 985028 926753 1625511 1518558 X 0 0 0 0 173924263 196430997 173924263 196430997 175549774 197949555 19498456 3008278 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP - REAL ESTATE 13822686 F COMMON COLLECTIVE TRUST 18602898 F 32425584 DUE TO AFFILIATES 926753 926753 X 99965117 3008278 3008278 96956839 404476 404476 97361315 77458383 0 77458383 404476 404476 77862859 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 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. 0 0 0 JEFF SCARPELLO EMPLOYER TRUSTEE 0 534310 0 0 0 0 0 3709 0 70750 0 608769 0 0 MARK LYNCH UNION TRUSTEE 0 287919 0 0 0 0 0 105498 0 69915 0 463332 0 0 JAMES FOY UNION TRUSTEE 0 222985 0 0 0 0 0 82110 0 54451 0 359546 0 0 FORM 990, PART V, LINE 2B: IBEW LOCAL 98 HEALTH & WELFARE FUND DOES NOT HAVE ANY EMPLOYEES. W-2'S ARE ISSUED TO THOSE PARTICIPANTS THAT RECEIVE TAXABLE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B IBEW LOCAL 98 HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 IBEW LOCAL 98 HEALTH & WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: IBEW LOCAL 98 HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. IBEW LOCAL UNION 98 PENSION PLAN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 231990722 PENSION PLAN PA 401(A)/501(A) 0 IBEW LOCAL UNION 98 PROFIT SHARING PLAN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 232289872 PENSION PLAN PA 401(A)/501(A) 0 IBEW LOCAL UNION 98 SOUND AND COMMUNICATIONS WORKERS HEALTH AND WELFARE FUN 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 232959495 HEALTH & WELFARE BENEFIT FUND PA 501(C)(9) 0 APPRENTICE TRAINING FUND FOR THE ELECTRICAL INDUSTRY 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 231308075 EDUCATION AND TRAINING FUND PA 501(C)(5) 0 IBEW LOCAL UNION 98 1719 SPRING GARDEN STREET PHILADELPHIA PA 19130 230724610 LABOR UNION PA 501(C)(5) 0 PENN DEL JERSEY CHAPTER NECA 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 EMPLOYER ASSOCIATION PA 501(C)(6) 0 A & B ELECTRICAL A & S ELECTRIC INC A&S ELECTRIC INC AARK ELECTRIC INC AARON ELECTRIC INC ACE ELECTRIC ADAMS ELECTRICAL CONSTR ADVANCED BUILDING CONTR ADVANCED FIBER TECHNOLO AI SOLUTIONS INC AJM ELECTRIC INC ALBARELL ELECTRIC ALL SYSTEMS ELECTRIC ALLIED POWER LLC ALOHA COMMUNICATIONS CO ANMAR ELECTRICAL CONTRA APPELLATION CONSTRUCTIO APPR TRNG FOR ELEC IND APPRENTICE TRAINING FUN ARMOUR & SONS ELECTRIC ARMOUR & SONS ELECTRICI ATLANTIC PLANT MAINTENA ATLAS SECURITY LLC BAM ELECTRICAL CONTR BARTLESON ELECTRIC INC BATTAGLIA ELECTRIC INC BELLA ELECTRICAL LLC BELLES ELECTRICAL CONTR BELLES NETWORK SERVICES BENSALEM PARK MAINTENAN BILLITIER ELECTRIC INC BILLITIER ELECTRIC INC BLACK BOX NETWORK SERVI BLUESTONE COMMUNICATION BORNE SOLUTIONS INC BOWE AND GANT ELECTRICA BRADLEY-SCIOCCHETTI IN BRIGHT LIGHTS ELECTRICA BRYAN ELECTRIC BURLINGTON ELECTRICAL T CAD ELECTRIC INC CAHILL CONTROLS INC CARR & DUFF INC CARR AND DUFF INC CASCIO ELECTRIC INC CHAMMINGS ELECTRIC CHARLES H MACDONALD ELE CHARLES H MACDONALD EL CITY SIGN SERVICE INC CLEAR CHANNEL OUTDOOR I CLIMATE PROS LLC CMSE INC ELECTRICAL CON COBRA ELECTRIC COMPASS SIGN CO LLC CONLEY ELECTRICAL LLC CURRENT ELECTRICAL SOLU CURRENTMASTER ELECTRIC DC ELECTRIC INC DELTA LINE CONSTRUCTION DONALD A PUSEY INC DOUGHERTY ELECTRIC INC DURIAN ELECTRIC LLC EJ ELECTRIC INC EAGLE ELECTRICAL GROUP EAGLE I ELECTRIC INC EASTERN SIGN TECH EDWIN L HEIM COMPANY ELECTRACOM INC ELEY ELECTRICAL CONTRAC ELLIOTT LEWIS CONVENTIO ELLIOTT-LEWIS CORP(MAIN ELLIOTT-LEWIS CORPORATI EMMS ELECTRIC ENGINE 46 STEAK HOUSE I ENTERPRISE CABLE GROUP FISHER ELECTRIC FJM ELECTRICAL CONSTRUC FLEMINGTON INSTRUMENT C FOX CHASE ELECTRICAL IN GENERAL CONTROLS INC GLOBAL SPECTRUM-CITIZEN GOLDHORN ELECTRICAL CO GOLDSMITH ASSOCIATES GOLDSMITH ASSOCIATES IN GORDON GROUP-CONSTRUCTI GRABOYES LLC GREEN TECH ENERGY SERVI GREENTECH ENERGY SERVIC GT SECURITY SYSTEMS HB FRAZER CO HB FRAZER COMPANY - 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