2026-06-25T16:57:59-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 231457997 PHILADELPHIA JOINT BOARD WELFARE FUND PHIL 2157519770 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 ANNE MARIE ZAREN TRUSTEE 2157519770 2026-06-25 1 ANTHONY VOGT CPA P01385419 6106689400 2026-06-25 2025 2025-03-06 01:10:19Z ANNE MARIE ZAREN 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 397814 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 34836 46162 177645 214976 0 0 212481 261138 0 0 75070 63278 0 0 0 0 0 93450 101845 168520 165123 43961 96015 2926841 3155696 17107 17362 2909734 3138334 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 5 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 ANNE MARIE ZAREN UNION TRUSTEE 1.00 40.00 X 0 89053 22263 GINA WILSON UNION TRUSTEE 1.00 40.00 X 0 70662 18284 LYNNE P FOX UNION TRUSTEE 1.00 5.00 X 0 1000 8295 RICHARD MINTER UNION TRUSTEE 1.00 5.00 X 0 500 0 ANTHONY D'ALESSANDRO EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK HILDEBRANDT EMPLOYER TRUSTEE 1.00 X 0 0 0 0 161215 48842 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 46162 46162 46162 83984 83984 267668 136676 130992 130992 130992 261138 46162 0 214976 63278 1500 14550 28164 780 753 6265 ALLOCATED ADMINISTRATIV 49798 FEES MANDATED BY ACA 35 165123 30519 163169 50000 50000 3059 1992 5276 5355 2711758 2929038 126229 6142 2926841 3155696 15503 14562 1100 2050 504 750 17107 17362 X 0 0 0 0 2909734 3138334 2909734 3138334 2926841 3155696 96015 132585 0 X X 0 1 X 1 0 0 DUE TO JOHN FOX SCHOLARSHIP FUND 750 750 X 365559 132585 132585 232974 28164 28164 261138 136959 0 136959 28164 28164 165123 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 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 ST JOSEPH'S UNIVERSITY 5600 CITY AVENUE PHILADELPHIA PA 19131 231352674 UNIVERSITY PA 501(C)(3) 0 ALOFT ARCADIA BOEING DOMESTIC LINEN DORCHESTER ELIXR COFFEE HUDSON NEWS JOHN FOX TOWERS LOCAL 274 BENEFITS FUND PA CONVENTION CENTER PARADIES PEN AND PENCIL PENNS LANDING CATERERS RITTENHOUSE CLARIDGE SAP STEINBERG STELLAR PARTNERS Y-PERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0