2026-04-11T14:35:20-05:00 2025-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-07-01 232530237 TEAMSTERS JT CO NO 53 RETIREE HEALTH & WELFARE FUND TEAM 8666142105 2500 MCCLELLAN AVE 140 PENNSAUKEN NJ 08109 WILLIAM HAMILTON TRUSTEE 8666142105 2026-04-11 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-04-11 2024 2025-03-06 01:10:19Z WILLIAM HAMILTON 2500 MCCLELLAN AVE 140 PENNSAUKEN NJ 08109 3188999 0 X N/A X 1988 NJ THE PLAN PROVIDES MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR SPOUSES. ELIGIBLE PARTICIPANTS MUST BE RECEIVING A PENSION FROM TEAMSTERS JOINT COUNCIL NO. 53 RETIREMENT TRUST AND HAVE REACHED AGE 55 WITH 10 YEARS OF SERVICE. 8 0 0 0 0 0 0 0 2091460 2171043 244501 272004 0 0 2335961 2443047 0 0 2215522 2527838 0 0 0 0 0 118682 129603 2334204 2657441 1757 -214394 7483510 7733268 55139 65551 7428371 7667717 X THE PLAN PROVIDES MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR SPOUSES. ELIGIBLE PARTICIPANTS MUST BE RECEIVING A PENSION FROM TEAMSTERS JOINT COUNCIL NO. 53 RETIREMENT TRUST AND HAVE REACHED AGE 55 WITH 10 YEARS OF SERVICE. 0 0 PROVIDE MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR SPOUSES. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 166 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PRESIDENT ADMINISTRATIVE SERVICE PROFESSIONALS INC 8666142105 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 ROBERT BRYAN JR TRUSTEE 2.00 40.00 X 0 190882 109515 MICHAEL BONADUCE TRUSTEE 2.00 40.00 X 0 213715 66688 HOWARD W WELLS TRUSTEE/TREASURER 2.00 40.00 X 0 203631 76416 DANIEL GRACE TRUSTEE 2.00 40.00 X 0 165200 76350 JOSEPH SMITH TRUSTEE 2.00 40.00 X 0 138979 95698 ED THOMPSON TRUSTEE 2.00 40.00 X 0 130837 67953 DENNIS HOWER TRUSTEE 2.00 40.00 X 0 145488 52045 WILLIAM HAMILTON TRUSTEE/CHAIRMAN 2.00 40.00 X 0 106778 77002 JOCK ROWE TRUSTEE (P) 2.00 40.00 X 0 106447 0 0 1401957 621667 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 1570931 1570931 PARTICIPANT CONTRIBUTI 525100 600112 600112 2171043 231550 231550 786406 745952 40454 40454 40454 2443047 2171043 0 272004 2527838 540 21300 6839 85791 5183 8189 PCORI FEE 1761 2657441 158390 230718 406804 627658 6918316 6874892 7483510 7733268 7607 13691 47532 51860 55139 65551 X 0 0 0 0 7428371 7667717 7428371 7667717 7483510 7733268 -214394 453740 0 X X 0 1 X 1 0 0 PREPAID PARTICIPANT CONTRIBUTIONS 51860 51860 X 2889948 453740 453740 2436208 6839 6839 2443047 2650602 0 2650602 6839 6839 2657441 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 SUBJECTED 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 ROBERT BRYAN JR TRUSTEE 0 190882 0 0 0 0 0 74762 0 34753 0 300397 0 0 MICHAEL BONADUCE TRUSTEE 0 213715 0 0 0 0 0 65473 0 1215 0 280403 0 0 HOWARD W WELLS TRUSTEE/TREASURER 0 203631 0 0 0 0 0 74661 0 1755 0 280047 0 0 DANIEL GRACE TRUSTEE 0 165200 0 0 0 0 0 41243 0 35107 0 241550 0 0 JOSEPH SMITH TRUSTEE 0 138979 0 0 0 0 0 60234 0 35464 0 234677 0 0 ED THOMPSON TRUSTEE 0 130837 0 0 0 0 0 66738 0 1215 0 198790 0 0 DENNIS HOWER TRUSTEE 0 145488 0 0 0 0 0 50830 0 1215 0 197533 0 0 WILLIAM HAMILTON TRUSTEE/CHAIRMAN 0 106778 0 0 0 0 0 48821 0 28181 0 183780 0 0 FORM 990, PART VI, SECTION B, LINE 11B TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE CONTRACT ADMINISTRATOR FOR INITIAL REVIEW. THE CONTRACT ADMINISTRATOR THEN PRESENTS THE RETURN TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. TEAMSTERS JOINT COUNCIL NO 53 3460 N DELAWARE AVE PHILADELPHIA PA 19134 230578867 LABOR ORGANIZATION PA 501(C)(5) 0 PA CONFERENCE OF TEAMSTERS 814 NORTH SECOND STREET HARRISBURG PA 171023212 232311355 LABOR ORGANIZATION PA 501(C)(5) 0 CENTRAL PA TEAMSTERS HEALTH & WELFARE FUND 1055 SPRING STREET WYOMISSING PA 196101747 236263170 HEALTH AND WELFARE BENEFITS FUND PA 501(C)(9) 0 CENTRAL PA TEAMSTERS PENSION FUND 1055 SPRING STREET WYOMISSING PA 196101747 236262789 PENSION FUND PA 401(A) 0 TEAMSTERS LOCAL UNION NO 77 540 PENNSYLVANIA AVENUE STE 315 FORT WASHINGTON PA 19034 237128660 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 107 12275 TOWNSEND ROAD PHILADELPHIA PA 19154 230724615 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 115 10965 DECATUR ROAD PHILADELPHIA PA 19154 231473467 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 169 1363 WEST CHELTENHAM AVENUE ELKINS PARK PA 19027 231194355 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 229 1260 ONEILL HIGHWAY DUNMORE PA 18512 240565465 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 312 1 EAST 15TH STREET CHESTER PA 19103 231154457 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 326 451 E NEW CHURCHMANS ROAD NEW CASTLE DE 19720 510106272 LABOR ORGANIZATION DE 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 331 1 PHILADELPHIA AVENUE EGG HARBOR CITY NJ 082151168 210577323 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 384 2910 HANNAH AVENUE NORRISTOWN PA 19401 230343099 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 401 260 S WASHINGTON ST WILKES BARRE PA 18701 240740310 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 429 1055 SPRING STREET WYOMISSING PA 196101747 230724625 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 463 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 230381272 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 500 3460 N DELAWARE AVE PHILADELPHIA PA 19134 231693676 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 502 855 NORTH BROAD STREET PHILADELPHIA PA 191231820 231737649 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 623 4369 RICHMOND STREET PHILADELPHIA PA 19137 236003359 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 628 3460 N DELAWARE AVE PHILADELPHIA PA 19134 231381180 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 676 101 CRESCENT BLVD COLLINGSWOOD NJ 08108 020482997 LABOR ORGANIZATION NJ 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 764 450 BEAVER STREET MILTON PA 17847 240773584 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 773 3614 LEHIGH STREET SUITE A WHITEHALL PA 18052 230724667 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 830 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 230725246 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 837 12275 TOWNSEND ROAD PHILADELPHIA PA 191541204 231646781 LABOR ORGANIZATION PA 501(C)(5) 0 TEAMSTERS LOCAL UNION NO 929 4345 FRANKFORD AVENUE PHILADELPHIA PA 19124 230919031 LABOR ORGANIZATION PA 501(C)(5) 0 ASP PERSONNEL SERVICES INC 2500 MCCLELLAN AVE SUITE 140 PENNSAUKEN NJ 08109 204056745 ADMINISTRATIVE NJ C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0