2024-10-15T16:57:37-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 467058056 JERNBERG STEELWORKERS RETIREE HEALTH CARE TRUST JERN 4122012242 60 BLVD OF THE ALLIES 5TH FLOOR PITTSBURGH PA 15222 CHAD APALISKI COMMITTEE MEMBER 4122012242 2024-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-15 2023 2024-10-15 13:58:12Z CHAD APALISKI 60 BLVD OF THE ALLIES 5TH FLOOR PITTSBURGH PA 15222 77766 0 X N/A X 2013 PA THE JERNBERG STEELWORKERS RETIREE HEALTH CARE TRUST WAS ESTABLISHED ON NOVEMBER 19, 2013 AND HAS BEEN CREATED TO FUND BENEFITS FOR CERTAIN BARGAINING UNIT MEMBERS WHO LOST THE RIGHT TO RECEIVE JERNBERG POST-RETIREMENT BENEFITS, AND FOR CERTAIN SPOUSES OF THOSE BARGAINING UNIT MEMBERS. 2 2 0 0 0 0 0 0 0 0 25435 77766 0 0 25435 77766 0 0 56900 60100 1000 1000 0 0 0 35976 36427 93876 97527 -68441 -19761 1619647 1602819 2598 5531 1617049 1597288 X THE JERNBERG STEELWORKERS RETIREE HEALTH CARE TRUST WAS ESTABLISHED ON NOVEMBER 19, 2013 AND HAS BEEN CREATED TO FUND BENEFITS FOR CERTAIN BARGAINING UNIT MEMBERS WHO LOST THE RIGHT TO RECEIVE JERNBERG POST-RETIREMENT BENEFITS, AND FOR CERTAIN SPOUSES OF THOSE BARGAINING UNIT MEMBERS. 0 0 TO PROVIDE POST-RETIREMENT HEALTHCARE BENEFITS FOR CERTAIN BARGAINING UNIT EMPLOYEES OF JERNBERG INDUSTRIES, LLC. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CDS ADMINISTRATORS INC 4122012242 60 BLVD OF THE ALLIES 5TH FLR PITTSBURGH PA 15222 SIMONE L ROCKSTROH COMMITTEE MEMBER 2.00 X 1000 0 0 CHAD APALISKI COMMITTEE MEMBER 2.00 X 0 0 0 1000 0 0 0 0 0 0 0 77766 77766 77766 0 0 77766 X 60100 1000 11198 20169 373 4456 PCORI FEE 231 97527 9745 23032 1597000 1566826 7531 5991 5371 6970 1619647 1602819 2598 5531 2598 5531 X 0 0 0 0 1617049 1597288 1617049 1597288 1619647 1602819 -19761 0 X X 0 1 X 1 0 0 X 77766 0 77766 0 77766 97527 0 97527 0 97527 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. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEE HAS NOT AUTHORIZED ANY SUBCOMMITTEE TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE JERNBERG STEELWORKERS RETIREE HEALTH CARE TRUST FORM 990 IS REVIEWED BY THE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C JERNBERG STEELWORKERS RETIREE HEALTH CARE TRUST MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATOR FEES 9,158. TRUST FEES 6,311. CONSULTING 4,700. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. JERNBERG INDUSTRIES LLC IL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0