2024-02-12T10:52:26-06:00 2023-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-05-01 210699966 PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND PLUM 6095673322 534 S ROUTE 73 HAMMONTON NJ 080372401 JOHN SHALOO ADMINISTRATOR 6095673322 2024-02-12 1 JOHN SHALOO 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-02-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DAVE BRUCE 534 S ROUTE 73 WINSLOW NJ 08095 49084243 0 X WWW.UA322.ORG X 1953 NJ THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS OF THE UNITED ASSOCIATION LOCAL NO. 322 WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY. 6 5 4 0 0 0 0 0 24545173 28141732 369605 -157878 682376 668470 25597154 28652324 0 0 28592655 25003783 726400 725128 0 0 0 623373 551908 29942428 26280819 -4345274 2371505 24916497 27668155 129132 132997 24787365 27535158 THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS OF THE UNITED ASSOCIATION LOCAL NO. 322 WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY. 0 0 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, PRESCRIPTION DRUG, SURGICAL AND DISABILITY BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 248 0 4 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FUND ADMINISTRATOR 6095673322 534 S ROUTE 73 WINSLOW NJ 08095 JOHN SHALOO ADMINISTRATOR 12.00 28.00 X 43094 103721 96179 GARY FOROSISKY EMPLOYER TRUSTEE 2.00 X 0 0 0 DAVE MCCLOSKEY EMPLOYER TRUSTEE 2.00 X 0 0 0 STEPHEN COURANT UNION TRUSTEE 2.00 X 0 0 0 STEVEN AGOZZINO EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 DAVID BRUCE UNION TRUSTEE 2.00 40.00 X 0 162512 96054 GEORGE YOUNG UNION TRUSTEE 2.00 X 0 0 0 JOHN MCGINNISS EMPLOYER TRUSTEE 2.00 X 0 0 0 43094 266233 192233 0 0 1 0 HORIZON HEALTHCARE SERVICES INC THREE PENN PLAZA EAST NEWARK NJ 071052200 CLAIMS PROCESSING 550856 LABOR FIRST 3000 MIDLANTIC DRIVE - STE 101 MOUNT LAUREL NJ 08054 CLAIMS PROCESSING 248429 2 EMPLOYER CONTRIBUTIONS 525100 27775637 27775637 COBRA CONTRIBUTION 525100 366095 366095 28141732 435460 435460 19838581 20431919 -593338 -593338 -593338 REIMBURSEMENT FROM RELATED FUNDS 525100 569640 569640 MISC INCOME 525100 98830 98830 668470 28652324 28711372 0 -59048 25003783 71948 270065 170254 184791 28070 69098 55900 85231 115667 86349 43978 19500 21315 21304 5074 21116 FEES MANATED BY ACA 7376 26280819 651380 888597 811036 1087588 2740975 3867955 158549 226781 131857 126918 10013 4939 19320950 19995225 1223594 1597070 24916497 27668155 63014 44320 66118 88677 129132 132997 X 0 0 0 0 24787365 27535158 24787365 27535158 24916497 27668155 2371505 376288 0 X X 0 1 X 1 0 13540 13540 0 118317 113378 4939 4939 ACCRUED INTEREST 106639 DUE FROM RELATED BENEFIT FUNDS 100708 DUE FROM OTHERS 213 CASH ADVANCE DEPOSIT - HORIZON 492157 PRESCRIPTION INSURANCE PREMIUM 897353 1597070 RECIPROCAL CONTRIBUTIONS PAYABLE 27407 OBLIGATION TO REFUND CASH IN LIEU OF BONDS 61270 88677 X 28373741 376288 376288 27997453 85231 569640 654871 28652324 25625948 0 25625948 85231 569640 654871 26280819 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENTS 569,640. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENTS 569,640. X 0 0 0 DAVID BRUCE UNION TRUSTEE 0 162512 0 0 0 0 0 48422 0 47632 0 258566 0 0 JOHN SHALOO ADMINISTRATOR 43094 103721 0 0 0 0 14096 32891 14758 34434 71948 171046 0 0 FORM 990, PART V, LINES 2A AND 2B: PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND PROVIDES SOME BENEFITS THAT ARE TAXABLE AS WAGES TO PARTICIPANTS. FOR THE 2022 TAX YEAR THE FUND ISSUED 4 W-2S TO EMPLOYEES AND 15 W-2S TO PARTICIPANTS. FORM 990, PART VI, SECTION B, LINE 11B PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO FORWARDS THE RETURN TO THE FUND ADMINISTRATOR FOR INTITIAL REVEUE. THE FUND ADMINISTRATOR THEN PRESENTS THE RETURN TO THE BOARD OF TRUSTEES FOR SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING THE AUDIT. UNITED ASSOCIATION LOCAL 322 PENSION FUND PO BOX 169 WINSLOW NJ 08095 216016638 PENSION FUND NJ 401(A)/501(A) 0 UNITED ASSOCIATION LOCAL 322 ANNUITY FUND PO BOX 169 WINSLOW NJ 08095 222708962 PENSION FUND NJ 401(A)/501(A) 0 UNITED ASSOCIATION LOCAL 322 EDUCATION FUND PO BOX 169 WINSLOW NJ 08095 213019362 EDUCATION AND TRAINING FUND NJ 501(C)(5) 0 UNITED ASSOCIATION LOCAL 322 PO BOX 73 WINSLOW NJ 08095 210538170 LABOR UNION NJ 501(C)(5) 0 AC CONVENTION CENTER SMG (71) AC MECHANICAL LLC (9111) AGP & SONS INC ALL AMERICAN PLUMBING HVAC ALLIED POWER SERVICES ALLIED TRADE SERVICES AQUEDUCT PLUMBING SERVICES ATLANTIC CITY AUD & CONV HALL AXIS KITCHEN INSTALLATION BATES BROTHERS MECHANICAL BEVERAGE & REFRIGERATION SERVICES BHI ENERGY SPECIALTY SERVICE BILMARK PLUMBING & HEATING BINSKY & SNYDER LLC BOWEN ENGINEERING CORPORATION BRAYCO INC BROADLEY'S MDI BROTHER'S MECHANICAL LLC BRUMMER THE PLUMBER BUIST INC BURNS MECHANICAL INC CAPITAL REFRIGERATION CENTRALPACK ENGINEERING (9328) CFMVR-TESCO CHADWICK A T CO INC CHURCHVILLE MECHANICAL ASSO CITY OF OCEAN CITY CLIMATE PROS CM3 BUILDING SOLUTIONS COMPETITIVE PLUMBING & HEATING CONCORD ENGINEERING CONN MECHANICAL SYSTEMS COOPER PLUMBING & MECH LLC DAVIDSON HARRY INC DAY & ZIMMERMAN NPS DELONG SERVICE CO INC DOLAN MECHANICAL INC DRISCOLL MECHANICAL LLC DRISCOLL PLUMBING & HEATING DUCKETT A A INC DWD MECHANICAL INC EAGLE MECHANICAL INC ELLIOT LEWIS CORP EPIC MECHANICAL INC F&G MECHANICAL CORP FALASCA MECHANICAL INC (408) FALVO TJ MECHANICAL INC FLEMINGTON INST COMPANY FRAZER'S PLUMBING & HEATING GE MECHANICAL SERVICES LLC GENERAL & MECHANICAL CONTRACTOR GIVOO J CONSULTANTS CORP GLOUCESTER COUNTY UTILITIES GOLDNER HERMAN CO INC HIGHLANDS MECHANICAL LLC HONEYWELL INC INNOTECH CONSTRUCTION INC J J MCGINNISS COMPANY JERSEY MECHANICAL CONTRACTOR JJM PLUMBING (NON-BARGAINED) JOHNSON CONTROLS INC KARPEN E A & SONS KASER MECHANICAL LLC KISBY SHORE PLUMBING & HEATING KOHLER JC CO LGB MECHANICAL INC LIMA COMPANY LIMBACH COMPANY LLC LOR-MAR MECHANICAL SERVICES LUCKY MECHANICAL LLC (NON-BARGAIN) MAROLDA PLUMBING & HEATING MCCLOSKEY MECHANICAL CONT MECHANICAL ASSOCIATES OF NJ MID-ATLANTIC MECHANICAL INC MILLER SCOTT WELDING MODERN CONTROLS MULTI-TEMP MECHANICAL INC NAGEL-LAVIN INC NEIL S SULLIVAN ASSOC LT NEIL SULLIVAN ASSOCIATES NES GLOBAL CONSTRUCTION NOOTER CONSTRUCTION NORTHEAST PLUMBING SERVICES PCI ENERGY SERVICES POSTLER & JAECKLE CORP PREFERRED MECHANICAL INC (9214) PURDY MECHANICAL REYNOLDS CONSTRUCTION LLC RIGGS DISTLER & CO INC RIVERVIEW PLUMBING HEATING ROESLY PLUMBING LLC RUSSO PLUMBING CONTRACTORS SCHMIDT C J & SONS INC SDA MECHANICAL SERVI SPX COOLING TECHNOLOGIES SUBURBAN HTG & PLG INC SUMMIT MECHANICAL INC SUPERIOR HEATING & AC LLC SURETY MECH SERV OF NJ LLC SURETY MECHANICAL SERVICES TANDEM ASSOCIATES INC THERMAL PIPINGGBI INC THOMAS CO INC TOTAL PIPE CONNECTIONS TREMATORE BRIAN PLUMBING & HEATING TRIANGLE PLUMBING CO UPTON PLUMBING & HEATING (NON-BARGAINED) YOST MECHANICAL 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 UNITED ASSOCIATION LOCAL 322 PENSION FUND Q 221210 FMV UNITED ASSOCIATION LOCAL 322 ANNUITY FUND Q 223659 FMV UNITED ASSOCIATION LOCAL 322 EDUCATION AND TRAINING FUND Q 124771 FMV