2025-08-13T08:46:30-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 231457997 PHILADELPHIA JOINT BOARD WELFARE FUND PHIL 2157519770 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 ANNE MARIE ZAREN TRUSTEE 2157519770 2025-08-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-08-13 2024 2025-03-06 01:10:19Z ANNE MARIE ZAREN 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 460291 0 X N/A X 1950 PA THE PLAN PROVIDES REIMBURSEMENT FOR VISION AND DENTAL SERVICES, AND SCHOLARSHIPS FOR HIGHER EDUCATION TO FORMER REUBEN BLOCK HEALTH FUND MEMBERS. THE PLAN ALSO PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED. 6 2 0 0 0 0 0 0 40657 34836 107470 177645 0 0 148127 212481 0 0 36990 75070 0 0 0 0 0 92873 93450 129863 168520 18264 43961 2655853 2926841 14531 17107 2641322 2909734 THE PLAN PROVIDES REIMBURSEMENT FOR VISION AND DENTAL SERVICES, AND SCHOLARSHIPS FOR HIGHER EDUCATION TO FORMER REUBEN BLOCK HEALTH FUND MEMBERS. THE PLAN ALSO PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED. 0 0 LEGAL SERVICES VISION AND DENTAL REIMBURSEMENTS COLLEGE SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 3 0 0 0 0 0 0 0 0 0 0 X 6 2 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X FUND OFFICE 2157519770 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 LYNNE P FOX UNION TRUSTEE 1.00 5.00 X 0 1000 8149 GINA WILSON UNION TRUSTEE 1.00 40.00 X 0 65050 18417 ANTHONY D'ALESSANDRO EMPLOYER TRUSTEE 1.00 X 0 0 0 RICHARD MINTER UNION TRUSTEE 1.00 5.00 X 0 500 634 ANNE MARIE ZAREN UNION TRUSTEE 1.00 40.00 X 0 84775 23007 MARK HILDEBRANDT EMPLOYER TRUSTEE 1.00 X 0 0 0 0 151325 50207 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 34836 34836 34836 75025 75025 350430 247810 102620 102620 102620 212481 34836 0 177645 75070 2000 14451 26084 800 5393 ALLOCATED ADMINISTRATIV 44692 FEES MANDATED BY ACA 30 168520 37111 30519 50000 50000 1295 3059 5080 5276 2403357 2711758 131158 126229 27852 0 2655853 2926841 14102 15503 1100 429 504 14531 17107 X 0 0 0 0 2641322 2909734 2641322 2909734 2655853 2926841 43961 224451 0 X X 0 1 X 1 0 0 DUE TO PJB WORKERS UNITED 504 504 X 410848 224451 224451 186397 26084 26084 212481 142436 0 142436 26084 26084 168520 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THE PHILADELPHIA JOINT BOARD WELFARE FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PHILADELPHIA JOINT BOARD WELFARE FUND FORM 990 IS FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE PHILADELPHIA JOINT BOARD WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PHILADELPHIA JOINT BOARD WELFARE FUND BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR SELECTING THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. PHILADELPHIA JOINT BOARD WORKERS UNITED 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 230971735 LABOR ORGANZIATION PA 501(C)(5) 0 LOCAL 274 HEALTH AND WELFARE FUND 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 231489866 TO PROVIDE HEALTH AND WELLNESS BENEFIT TO MEMBERS PA 501(C)(9) 0 CABRINI UNIVERSITY 610 KING OF PRUSSIA ROAD RADNOR PA 19087 231526668 UNIVERSITY PA 501(C)(3) LINE 2 0 PHIALDELPHIA UNEMPLOYMENT PROJECT 112 NORTH BROAD STREET 11TH FLOOR PHILADELPHIA PA 19102 231985416 SOCIAL WELFARE ORGANIZATION PA 501(C)(4) 0 WEST CHESTER UNIVERSITY OF PENNSYLVANIA 700 S HIGHT ST WEST CHESTER PA 19383 232417773 PUBLIC UNIVERSITY PA 0 LA SALLE UNIVERSITY 1900 WEST OLNEY AVENUE PHILADELPHIA PA 19141 231352654 UNIVERSITY PA 501(C)(3) LINE 2 0 TEMPLE UNIVERSITY 1805 NORTH BROAD WACHMAN HALL 1108 PHILADELPHIA PA 19103 231365971 PUBLIC UNIVERSITY PA 501(C)(3) LINE 2 0 SIDNEY HILLMAN MEDICAL CENTER OF THE MALE APPAREL WORKERS OF PHILADELPHIA 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 231339593 MEDICAL CENTER PA 501(C)(4) 0 JOHN FOX SCHOLARSHIP FUND 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 232652470 SCHOLARSHIP FUND PA 501(C)(3) 0 ALOFT BOEING DOMESTIC LINEN DORCHESTER HUDSON NEWS PEN AND PENCIL RITTENHOUSE CLARIDGE SAP ARCADIA ELIXR COFFEE ROASTERS PARADIES STEINBERG STELLA PARTNERS HOPKINSON HOUSE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0