2024-06-12T05:42:32-05:00 2023-08-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-09-01 231415471 TEAMSTERS LOCAL 830 WELFARE PLAN TEAM 2159691012 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 DANIEL GRACE TRUSTEE 2159691012 2024-06-12 1 DANIEL GRACE XXX-XX-XXXX 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL GRACE 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 67628506 0 X WWW.TEAM830FUNDS.ORG X 1953 PA MAJOR MEDICAL, MEDICAL DOCTORS VISITS,HOSPITALIZATION,PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS. 6 3 0 0 0 0 0 0 34192922 34009201 586097 1351216 0 0 34779019 35360417 0 0 32394074 33643277 664121 640686 0 0 0 488085 473110 33546280 34757073 1232739 603344 43729329 44242697 674113 524605 43055216 43718092 MAJOR MEDICAL, MEDICAL DOCTORS VISITS,HOSPITALIZATION,PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS. 0 0 MAJOR MEDICAL, MEDICAL DOCTORS VISITS,HOSPITALIZATION,PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS. 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 1 0 0 0 0 0 0 1 0 0 1 7 0 0 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X FUND ADMINISTRATOR 2159691012 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 DOMINIC ORIGLIO EMPLOYER TRUSTEE 5.00 X 0 0 0 MATTHEW FUNCHION EMPLOYER TRUSTEE 5.00 X 0 0 0 NICHOLAS FUNCHION EMPLOYER TRUSTEE 5.00 X 0 0 0 DANIEL GRACE UNION TRUSTEE 5.00 40.00 X 0 143900 67309 CHARLES T WHITE UNION TRUSTEE 5.00 40.00 X 0 130400 61329 SUSANNE T DELUISI UNION TRUSTEE 5.00 40.00 X 0 132800 69441 SAMUEL J KENISH ADMINISTRATOR 18.00 22.00 X 121643 131916 30220 121643 539016 228299 1 0 1 0 KEYSTONE HEALTH PLAN EAST 1919 MARKET STREET 2ND FLR PHILADELPHIA PA 19103 CLAIMS ADMINISTRATION 1108881 SPEAR WILDERMAN 230 SOUTH BROAD ST STE 1400 PHILADELPHIA PA 19102 ATTORNEY 341000 TEMPLE UNIVERSITY HOSPITAL 3401 N BROAD STREET PHILADELPHIA PA 19140 CARE MANAGEMENT 313600 QCC INSURANCE COMPANY 1606 MARKET SREET 2ND FLOOR PHILADELPHIA PA 19103 CLAIMS ADMINISTRATION 222257 BENEFCARD SERVICES INC 5040 RITTER ROAD MECHANICSBURG PA 17055 PRESCRIPTION BENEFIT ADMINISTRATION 194824 5 EMPLOYER CONTRIBUTIONS 525100 33373949 33373949 RETIREE CONTRIBUTIONS 525100 451621 451621 COBRA CONTRIBUTIONS 525100 183631 183631 34009201 1524857 1524857 32094448 32268089 -173641 -173641 -173641 35360417 34009201 0 1351216 33643277 136149 327279 51515 93537 32206 40185 54490 128929 62608 35206 70322 44469 11096 250 25555 34757073 8445359 8327882 1679894 720426 12522 12522 26841206 26255936 5445884 7492452 1304464 1433479 43729329 44242697 83890 84337 96670 52863 493553 387405 674113 524605 X 43055216 43718092 43055216 43718092 43729329 44242697 603344 59532 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP - REAL ESATTE 5518554 F COMMON COLLECTIVE TRUST 1973898 F 7492452 DUE TO RELATED PARTY 111077 DUE TO CUSTODIAN 276328 387405 X 35291020 59532 59532 35231488 128929 128929 35360417 34628144 0 34628144 128929 128929 34757073 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 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 SAMUEL J KENISH ADMINISTRATOR 121643 131916 0 0 0 0 5152 5581 9354 10133 136149 147630 0 0 DANIEL GRACE UNION TRUSTEE 0 143900 0 0 0 0 0 36534 0 30775 0 211209 0 0 SUSANNE T DELUISI UNION TRUSTEE 0 132800 0 0 0 0 0 40304 0 29137 0 202241 0 0 CHARLES T WHITE UNION TRUSTEE 0 130400 0 0 0 0 0 31724 0 29605 0 191729 0 0 BRANDON KENSIH FAMILY RELATIONSHIP WITH SAMUEL J. KENISH, ADMINISTRATOR 53673 COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MATTHEW FUNCHION AND NICHOLAS FUNCHION HAVE A FAMILY REALTIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MAINTAINS AND MONITORS THE CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF TOP MANAGEMENT IS CAREFULLY REVIEWED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT. NO CHANGE FROM PRIOR YEAR. TEAMSTERS LOCAL 830 PENSION PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 231990755 PENSION FUND PA 401(A) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 830 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 230725246 LABOR UNION PA 501(C)(5) 0 TEAMSTERS LOCAL 830 RETIEMENT SAVINGS PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 237367250 PENSION FUND PA 401(A) 0 TEAMSTERS LOCAL 830 SCHOALRSHIP FUND 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 232003122 SCHOLARSHIP FUND PA 501(C)(3) 0 THOMAS JEFFERSON UNIVERSITY HOSPITAL C/O TJU 601 WALNUT ST SUITE 925E PHILADELPHIA PA 191063333 232829095 HOSPITAL PA 501(C)(3) 0 GCU LOCAL 16-N 3460 N DEALWARE AVE STE 300 PHILADELPHIA PA 19134 231416317 LABOR UNION PA 501(C)(5) 0 NEWSGUILD OF GRETAER PHILADELPHIA 1329 BUTTONWOOD ST PHILADELPHIA PA 19123 230916805 LABOR UNION PA 501(C)(5) 0 AMERICAN BD COMPANY ARAMARK BANKO BEVERAGE BEVERAGE DIST CTR INC BUNZL PHILADELPHIA CANADA DRY DEL VAL BOTTLING CHAMPION CONTAINER LOCAL 107 CLEAN UNIFORM SERVICE COLLEGEVILLE BORO POLICE (NU) COLLEGEVILLE TRAPPE PUBLIC WORKS DRY ICE CORP LOCAL 107 HANK'S BEVERAGE COMPANY (NU) HESSERT CHEVROLET JERITH MANUFACTURING KLS KONRAD BEER DIST INC LIBERTY COCA COLA BEVERAGES MCCLAFFERTY PRINTING CO MEENAN OIL COMPANY LP MULLER INC ORIGLIO BEVERAGE INC PENN DISTRIBUTORS INC PENN WAREHOUSELOCAL 107 PEPSI BOTTLING COMPANY PHILADELPHIA MEDIA NETWORK POST PRECISION CASTINGS INC REFRESCO BEVERAGES US INC ROUTE MESSENGERS OF PA STERICYCLE - LOCAL 107 SYSTEM FREIGHT XTL INC ANTONIO ORIGLIO 31ST & WHARTON ATLANTIC LEASING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 TEAMSTERS LOCAL 830 PENSION FUND P 809041 FMV