2026-09-08T19:09:14-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 236263170 CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND CENT 6103205500 1055 SPRING STREET WYOMISSING PA 19610 WILLIAM M SHAPPELL TRUSTEE 6103205500 2026-09-08 1 ANTHONY VOGT CPA P01385419 6106689400 2026-09-13 2025 WILLIAM M SHAPPELL 1055 SPRING STREET WYOMISSING PA 19610 221318961 0 X WWW.CENTRALPATEAMSTERS.COM X 1952 PA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS. 10 4 0 0 0 0 0 0 123849008 127656658 7717084 8668569 0 0 131566092 136325227 0 0 117494351 130672697 4385738 4560346 0 0 0 6881948 6893352 128762037 142126395 2804055 -5801168 193546786 192906018 995819 863706 192550967 192042312 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 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 1 545 0 0 0 0 0 0 0 0 0 0 X 10 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X JOSEPH J SAMOLEWICZ 6103205500 1055 SPRING ST WYOMISSING PA 19610 X WILLIAM SHAPPELL UNION TRUSTEE 2.00 50.00 X 0 143137 93466 JIM GEISE UNION TRUSTEE 2.00 40.00 X 0 135932 91127 EDGAR H THOMPSON UNION TRUSTEE 2.00 40.00 X 0 119673 68356 ADAM CROSSEN UNION TRUSTEE 2.00 40.00 X 0 126938 59236 KEN ROSS EMPLOYER TRUSTEE 2.00 2.00 X 12500 12500 0 KEVIN BOLIG UNION TRUSTEE 2.00 2.00 X 12500 12500 0 MARK GLADFELTER EMPLOYER TRUSTEE 2.00 X 0 0 0 ASHLYNNE HART EMPLOYER TRUSTEE 2.00 X 0 0 0 DANIEL SCHMIDT EMPLOYER TRUSTEE 2.00 X 0 0 0 BRYAN SWAIM EMPLOYER TRUSTEE 2.00 X 0 0 0 JOSEPH J SAMOLEWICZ FUND ADMINISTRATOR 22.50 22.50 X 0 237320 123397 JAMES STRICKER INFORMATION TECHNOLOGY 22.50 22.50 X 0 156756 104763 RUSTY KEMP JR HUMAN RESOURCES MANAGER 22.50 22.50 X 0 110728 94118 KYLE WELLER ASST FUND ADMINISTRATOR 22.50 22.50 X 0 127844 75826 MARTIN L CULLEN ASST FUND ADMINISTRATOR (P) 22.50 22.50 X 0 112218 69662 25000 1295546 779951 0 0 1 0 GLOBAL PHARMACEUTICAL BENEFITS LLC 3735 CASTOR AVE PHILADELPHIA PA 19124 CLAIMS PROCESSING 3384948 HIGHMARK INC 120 FIFTH AVE PITTSBURGH PA 152223000 CLAIMS PROCESSING 975006 AMERICAN HEALTH HOLDING INC 7400 WEST CAMPUS RD NEW ALBANY OH 43054 CLAIMS PROCESSING 811572 ALLIANCE COMMUNITY HEALTHCARE INC 115 CHRISTOPHER COLUMBUS DRIVE JERSEY CITY NJ 07302 CLAIMS PROCESSING 544407 BRIDGEWAY BENEFIT TECHNOLOGIES LLC 3700 KOPPERS ST STE 400 BALTIMORE MD 21227 COMPUTER SERVICES 524383 14 EMPLOYER CONTRIBUTIONS 525100 124206599 124206599 PARTICIPANT CONTRIBUTIONS 525100 3004296 3004296 RETIREE DRUG SUBSIDY-MEDICARE PAR 525100 436500 436500 MISCELLANEOUS INCOME 525100 9263 9263 127656658 6596885 6596885 87065418 84993734 2071684 2071684 2071684 136325227 127656658 0 8668569 130672697 25000 2195925 1238671 928471 172279 399504 70358 355570 4095322 566160 865352 194890 85835 127938 87530 FEES MANDATED BY ACA 41945 PAYROLL AUDIT EXPENSE 2948 142126395 20346583 12935073 9699023 10527931 94692 66431 3830596 3465970 408500 364626 136337378 142526032 24854304 24544261 1806306 1941664 193546786 192906018 792337 756442 203482 107264 995819 863706 X 0 0 0 0 192550967 192042312 192550967 192042312 193546786 192906018 -5801168 5292513 0 X X 0 1 X 1 0 701933 413839 288094 3123566 3047130 76436 5097 5001 96 364626 LIMITED PARTNERSHIP 24544261 F 24544261 DUE TO BROKER FOR PURCHASES OF SECURITIES 5763 DUE TO RELATED PARTY 101501 107264 X 141262170 5292513 5292513 135969657 355570 355570 136325227 141770825 0 141770825 355570 355570 142126395 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. X 0 0 0 JOSEPH J SAMOLEWICZ FUND ADMINISTRATOR 0 237320 0 0 0 0 0 67387 0 56010 0 360717 0 0 JAMES STRICKER INFORMATION TECHNOLOGY 0 156756 0 0 0 0 0 55741 0 49022 0 261519 0 0 WILLIAM SHAPPELL UNION TRUSTEE 0 143137 0 0 0 0 0 54476 0 38990 0 236603 0 0 JIM GEISE UNION TRUSTEE 0 135932 0 0 0 0 0 53014 0 38113 0 227059 0 0 RUSTY KEMP JR HUMAN RESOURCES MANAGER 0 110728 0 0 0 0 0 49088 0 45030 0 204846 0 0 KYLE WELLER ASST FUND ADMINISTRATOR 0 127844 0 0 0 0 0 51959 0 23867 0 203670 0 0 EDGAR H THOMPSON UNION TRUSTEE 0 119673 0 0 0 0 0 39621 0 28735 0 188029 0 0 ADAM CROSSEN UNION TRUSTEE 0 126938 0 0 0 0 0 33082 0 26154 0 186174 0 0 MARTIN L CULLEN ASST FUND ADMINISTRATOR (P) 0 112218 0 0 0 0 0 40636 0 29026 0 181880 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT PUBLIC ACCOUNTANT, NOVAK FRANCELLA LLC, PRESENTS A DRAFT FORM 990 TO THE TRUSTEES AT A MEETING TO BE HELD PRIOR TO THE FILING FOR TRUSTEE REVIEW AS WELL AS LEGAL COUNSEL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR, THE CONFLICT OF INTEREST POLICY IS LOOKED AT FOR THE INVESTMENT MANAGERS AND INVESTMENT CONSULTANT. THE TRUSTEES AND KEY EMPLOYEES ARE SUPPOSED TO DISCLOSE ANY CONFLICT AS SOON AS THEY KNOW ABOUT IT. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEES REVIEW THE ADMINISTRATOR'S SALARY ON A YEARLY BASIS IN EXECUTIVE SESSION. THE SALARY INCREASES FOR ASSISTANT ADMINISTRATOR, CONTROLLER, HR MANAGER, IT MANAGER AND ALL OTHER EMPLOYEES ARE DISCUSSED AS FOLLOWS: THE CONTROLLER GETS THE CPI NUMBER FOR THE YEAR AND THE ASSISTANT ADMINISTRATOR USES THAT PERCENTAGE AS A PROPOSED BASIS FOR SALARY INCREASES. AT THAT POINT, THE COMPENSATION COMMITTEE IS GIVEN THE PROPOSED PERCENTAGE AS WELL AS HOW MUCH THAT PERCENTAGE WOULD COST THE FUND. THE COMPENSATION COMMITTEE AND THE TRUSTEES THEN HAVE A MEETING WITH THE ADMINISTRATOR AND INFORM HIM OF THE APPROVED INCREASE, AND WHETHER OR NOT THERE WOULD BE ANY MERIT INCREASES ALLOWED. FORM 990, PART VI, SECTION C, LINE 19 THE FUND SENDS THE GOVERNING DOCUMENTS (SPD) TO ALL MEMBERS WHEN PRINTED, AS WELL AS TO ALL NEW MEMBERS. CONFLICT OF INTEREST POLICY - NOT GIVEN TO PARTICIPANTS. ALL PARTICIPANTS ARE SENT SAR'S ANNUALLY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: JOSEPH J. SAMOLEWICZ, FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. MARTIN L. CULLEN, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. JAMES STRICKER, INFORMATION TECHNOLOGY, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. RUSTY KEMP JR, HUMAN RESOURCES MANAGER, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. KYLE WELLER, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. FORM 990, PART XII, LINE 2C: THE GOVERNING BODY (TRUSTEES) OF CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND FOR THE SELECTION OF INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. 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