2026-01-30T14:57:59-06:00 2025-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-05-01 210699966 PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND PLUM 6095673322 534 S ROUTE 73 HAMMONTON NJ 080372401 JOHN SHALOO ADMINISTRATOR 6095673322 2026-01-30 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-01-30 2024 2025-03-06 01:10:19Z DAVE BRUCE 534 S ROUTE 73 WINSLOW NJ 08095 72357397 0 X WWW.UA322.ORG X 1953 NJ THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE UNITED ASSOCIATION LOCAL NO. 322, WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY, AND TO THEIR DEPENDENTS. 6 5 5 0 0 0 0 0 30673562 32216551 653700 912790 672774 568610 32000036 33697951 0 0 25987455 29600960 769711 781288 0 0 0 554168 606475 27311334 30988723 4688702 2709228 32188776 36217140 163242 238269 32025534 35978871 THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE UNITED ASSOCIATION LOCAL NO. 322, WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY, AND TO THEIR DEPENDENTS. 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 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 254 0 5 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 DAVID BRUCE UNION TRUSTEE 2.00 40.00 X 0 175168 146979 JOHN SHALOO ADMINISTRATOR 12.00 28.00 X 46608 111329 100346 STEPHEN COURANT UNION TRUSTEE 2.00 X 0 0 0 GARY FOROSISKY EMPLOYER TRUSTEE 2.00 X 0 0 0 DAVE MCCLOSKEY EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN MCGINNISS EMPLOYER TRUSTEE 2.00 X 0 0 0 GEORGE YOUNG UNION TRUSTEE 2.00 X 0 0 0 46608 286497 247325 0 0 1 0 HORIZON HEALTHCARE SERVICES INC THREE PENN PLAZA EAST NEWARK NJ 071052200 CLAIMS PROCESSING 547002 LABOR FIRST 3000 MIDLANTIC DRIVE - STE 101 MOUNT LAUREL NJ 08054 CLAIMS PROCESSING 328809 2 EMPLOYER CONTRIBUTIONS 525100 31892496 31892496 COBRA CONTRIBUTION 525100 324055 324055 32216551 1067655 1067655 38504581 38659446 -154865 -154865 -154865 REIMBURSEMENT FROM RELATED FUNDS 525100 562180 562180 MISCELLANEOUS INCOME 525100 6430 6430 568610 33697951 32778731 0 919220 29600960 76811 303693 189088 180798 30898 35360 61436 106957 114875 105265 114547 19500 6806 2600 2629 28796 FEES MANDATED BY ACA 7704 30988723 1045672 1286255 1894572 1028073 4060133 3916640 235339 292021 135902 133306 5224 2596 23736695 28274428 1211141 1417127 32188776 36217140 50592 122403 112650 115866 163242 238269 X 0 0 0 0 32025534 35978871 32025534 35978871 32188776 36217140 2709228 1244109 0 X X 0 1 X 1 0 13540 13540 0 122362 119766 2596 2596 RECIPROCAL CONTRIBUTIONS PAYABLE 46383 OBLIGATION TO REFUND CASH IN LIEU OF BONDS 69483 115866 X 34272923 1244109 1244109 33028814 106957 562180 669137 33697951 30319586 0 30319586 106957 562180 669137 30988723 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 TO 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 562,180. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENTS 562,180. X 0 0 0 DAVID BRUCE UNION TRUSTEE 0 175168 0 0 0 0 0 93787 0 53192 0 322147 0 0 JOHN SHALOO ADMINISTRATOR 46608 111329 0 0 0 0 14352 34266 15518 36210 76478 181805 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 2024 TAX YEAR, THE FUND ISSUED 5 FORM W-2S TO EMPLOYEES AND 27 FORM 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 INITIAL 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 THE 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 ABM PROPERTY MANAGEMENT AC CONVENTION CENTER SMG (71) AC MECHANICAL LLC (9111) ALL AMERICAN PLUMBING HVAC ALLIED POWER SERVICES ALLIED TRADE SERVICES AQUEDUCT PLUMBING SERVICES ATLANTIC CITY AUD & CONV HALL ATLANTIC PLAN MAINTENANCE BAYSHORE MECHANCIAL CONTRACTOR BIG B CONTRACTING BILMARK PLUMBING & HEATING BINSKY & SNYDER LLC BOWEN ENGINEERING CORPORATION BROADLEY'S MDI BROTHER'S MECHANICAL LLC BRUMMER THE PLUMBER BUIST INC BURNS MECHANICAL INC CAPITAL REFRIGERATION CARRIER CORPORATION CFMVR-TESCO CHADWICK A T CO INC CHURCHVILLE MECHANICAL ASSO 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 DUCKETT A A INC DWD MECHANICAL INC EAGLE MECHANICAL INC ELLIOT LEWIS CORP F&G MECHANICAL CORP FALASCA MECHANICAL INC (408) FALVO TJ MECHANICAL INC FRAZER'S PLUMBING & HEATING GE MECHANICAL SERVICES LLC GENERAL & MECHANICAL CONTRACTOR GIVOO J CONSULTANTS CORP GLOUCESTER COUNTY UTILITIES GOLDNER HERMAN CO INC HARRIS ENVIRONMENTAL SYSTEM HIGHLANDS MECHANICAL LLC HONEYWELL INC HUNTER MECHANICAL INC HUTCHINS HVAC INC J J MCGINNISS COMPANY JJM PLUMBING (NON-BARGAINED) JOHNSON CONTROLS INC KARPEN E A & SONS KASER MECHANICAL LLC KF MECHANICAL KISBY SHORE PLUMBING & HEATING KOHLER JC CO LGB MECHANICAL INC LIMA COMPANY LIMBACH COMPANY LLC LOR-MAR MECHANICAL SERVICES MAROLDA PLUMBING & HEATING MCCLOSKEY MECHANICAL CONT MULTI-TEMP MECHANICAL INC NAGEL-LAVIN INC NEIL S SULLIVAN ASSOC LT NES GLOBAL CONSTRUCTION NJ STATE ASSOC OF PIPE TRADES NOOTER CONSTRUCTION NORTHEAST MECHANICAL SERVICES (NON-BARGAIN) NORTHEAST PLUMBING SERVICES NUCLEAR REPAIR SOLUTIONS OFF SHORE MECHANICAL PCI ENERGY SERVICES POSTLER & JAECKLE CORP PROPER PLUMBING RIGGS DISTLER & CO INC RIVERVIEW PLUMBING HEATING ROESLY PLUMBING LLC RUSSO PLUMBING CONTRACTORS SCHMIDT C J & SONS INC SDA MECHANICAL SERVI SOUTH PHILLY CUSTOM SHEET M SPX COOLING TECHNOLOGIES SURETY MECH SERV OF NJ LLC SURETY MECHANICAL SERVICES TANDEM ASSOCIATES INC THERMAL PIPINGGBI INC THOMAS CO INC TOTAL PIPE CONNECTIONS TRIANGLE PLUMBING CO 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 211714 FMV UNITED ASSOCIATION LOCAL 322 ANNUITY FUND Q 193704 FMV UNITED ASSOCIATION LOCAL 322 EDUCATION AND TRAINING FUND Q 156762 FMV