2026-01-22T13:41:50-06:00 2025-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-05-01 251417264 EMPLOYER TEAMSTERS LOCAL 205 WELFARE FUND EMPL 4127517988 1184 LONG RUN ROAD WHITE OAK PA 15131 CARL A BAILEY CHAIRMAN TRUSTEE 4127517988 2026-01-22 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-01-22 2024 2025-03-06 01:10:19Z CARL A BAILEY 1184 LONG RUN ROAD WHITE OAK PA 15131 4167667 0 X N/A X 1982 PA TO PROVIDE HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, AND LEGAL BENEFITS TO MEMBERS. 4 2 0 0 0 0 0 0 3826266 3709018 37359 35313 37008 37744 3900633 3782075 0 0 4228641 3994827 0 0 0 0 0 391147 404582 4619788 4399409 -719155 -617334 1508124 874335 354300 316328 1153824 558007 TO PROVIDE HEALTH, LIFE, DENTAL, VISION, TEMPORARY DISABILITY, AND LEGAL BENEFITS TO MEMBERS. 0 0 PROVIDED HEALTH, LIFE, DENTAL, VISION, TEMPORARY DISABILITY, AND LEGAL BENEFITS TO MEMBERS. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 1 0 0 1 305 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X CARL A BAILEY 4127517988 1184 LONG RUN ROAD WHITE OAK PA 15131 CARL A BAILEY CHAIRMAN TRUSTEE 1.00 40.00 X 0 130164 60568 EDWARD BOEHM TRUSTEE 1.00 40.00 X 0 104155 63750 MICHAEL CHEREPKO TRUSTEE (P) 1.00 X 0 0 0 ANTHONY COLLECHI TRUSTEE 1.00 X 0 0 0 DAVE SCHNEIDER TRUSTEE (P) 1.00 X 0 0 0 JOSEPH VARHOLA TRUSTEE 1.00 X 0 0 0 0 234319 124318 0 0 1 0 HIGHMARK BLUESHIELD 120 FIFTH AVE PITTSBURGH PA 15222 CLAIMS ADMINISTRATION 409271 1 EMPLOYER CONTRIBUTIONS 900099 3696128 3696128 PARTICIPANT CONTRIBUTI 900099 12890 12890 3709018 19799 19799 36948 0 36948 36948 36948 401106 385592 15514 15514 15514 OTHER INCOME 900099 796 796 796 3782075 3709814 0 72261 3994827 19391 26000 1662 40900 22630 9701 67636 10525 9132 ADMINISTRATION EXPENSES 196630 MISCELLANEOUS 375 4399409 123577 147088 7485 18654 16721 577565 404989 183102 172576 373528 801778 537950 1508124 874335 3318 8166 350982 308162 354300 316328 X 0 0 0 0 1153824 558007 1153824 558007 1508124 874335 -617334 21517 0 X X 0 1 X 1 0 100000 100000 393110 320554 72556 84455 84435 20 172576 ANNUITIES 537950 F 537950 X 3801930 21517 21517 3780413 1662 1662 3782075 4397747 0 4397747 1662 1662 4399409 PART X, LINE 2: US GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUSTEES HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAVE CONCLUDED THAT, AS OF APRIL 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND'S TRUSTEES BELIEVE THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. 0 0 0 CARL A BAILEY CHAIRMAN TRUSTEE 0 130164 0 0 0 0 0 32580 0 27988 0 190732 0 0 EDWARD BOEHM TRUSTEE 0 104155 0 0 0 0 0 32580 0 31170 0 167905 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PLAN'S TRUSTEES REVIEW THE FORM 990 AT THE TRUSTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE DURING REGULAR OFFICE HOURS, OR ARE MAILED, IF REQUESTED. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. SERVICE PERSONNEL & EMPLOYEES DAIRY INDUSTRY TEAMSTERS LOCAL 205 1184 LONG RUN ROAD WHITE OAK PA 15131 250664925 LABOR UNION PA 501(C)(5) N/A 0 ANDERSON DUBOSE BENTLEYVILLE BETHEL PARK BRENTWOOD CANONSBURG CANONSBURG HOUSTON CHARLEROI POL CHARTIERS CITY MCK CLAIRTON POL CLEARFIELD CLEARFIELD POL CRAIG CROTHALL CURWENSVILLE CURWENSVILLE POL DONORA DORCON DUQUESNE ELIZ BORO ELIZ TWP ELIZ TWP POL FIRST STUDENT FORBES FRANKLIN SCHOOL GATEWAY GLASSPORT GLASSPORT POL GREENBERG HOMESTEAD INDIANA TWP JEFFERSON POL JOHNSON KORBAR KUSTRA LAKIN LAWRENCE POL LAWRENCE TWP LINCOLN POL MANOR MCK HOUSING MONESSEN MONGS MONONGAHELA MORRISON MUNHALL HOMESTEAD NEW EAGLE SEW NORTH FRANKLIN NORTH VERSAILLES NORTH VERSAILLES POL NUTRITION PITCAIRN PLUM BORO PLUM MUN PORT VUE REPUBLIC LTD RICHLAND TWP SCHNEIDER CL SCHNEIDERS SHALER SCHOOL SILVIS SOUTH PARK STOWE TWP SWISSVALE TITUSVILLE TRAFFORD POL UNION RD UPPER ST CLAIR WEST DEER WEST NEWTON WINTERS ZIPAY 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 SERVICE PERSONNEL & EMPLOYEES DAIRY INDUSTRY TEAMSTERS LOCAL 205 K 36948 ACTUAL AMOUNT SERVICE PERSONNEL & EMPLOYEES DAIRY INDUSTRY TEAMSTERS LOCAL 205 O 207815 ACTUAL AMOUNT