2026-07-21T08:18:28-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 161119654 BREWERY WORKERS LOCAL 1149 WELFARE FUND BREW 3156381137 136 E GENESEE STREET UNIT 2 BALDWINSVILLE NY 13027 JOSEPH FARRANCE TRUSTEE 3156381137 2026-07-21 1 ANTHONY VOGT CPA P01385419 6106689400 2026-07-21 2025 2025-03-06 01:10:19Z JOSEPH FARRANCE 136 E GENESEE STREET UNIT 2 BALDWINSVILLE NY 13027 56751 0 X N/A X 1968 NY TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 1 0 0 0 0 0 0 0 339422 55540 139 148 0 1063 339561 56751 0 700 274370 34659 0 0 0 0 0 29789 17993 304159 53352 35402 3399 163272 164974 2908 1211 160364 163763 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH BENEFITS THAT INCLUDE DENTAL, MEDICAL, PHARMACY AND VISION BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 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 0 0 1 2 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X JOSEPH FARRANCE 3156381137 136 E GENESEE STREET UNIT 2 BALDWINSVILLE NY 13027 JOSEPH FARRANCE TRUSTEE 5.00 40.00 X 0 150433 40597 0 150433 40597 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 55540 55540 55540 148 148 REIMBURSED EXPENSES 900099 985 985 MISCELLANEOUS INCOME 900099 78 78 1063 56751 56603 0 148 700 34659 3875 9000 30 391 327 2700 ADMINISTRATIVE EXPENSES 944 SURETY BOND 703 PCORI FEE / FEES MANDAT 23 53352 163024 164974 248 0 163272 164974 2908 1211 2908 1211 X 0 0 0 0 160364 163763 160364 163763 163272 164974 3399 0 X X 0 1 X 1 0 0 X 56751 0 56751 0 56751 53352 0 53352 0 53352 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. 0 0 0 JOSEPH FARRANCE TRUSTEE 0 150433 0 0 0 0 0 8457 0 32140 0 191030 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C BREWERY WORKERS LOCAL 1149 WELFARE FUND MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE BENEFIT FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS (FORM 990) AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. SUCH REQUESTS ARE REVIEWED BY THE BENEFIT FUND BOARD. FORM 990, PART XII, LINE 2C: BREWERY WORKERS LOCAL 1149 WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT WHO PERFORMS THE AUDIT. IBT UNION LOCAL 1149 136 E GENESEE STREET UNIT 2 BALDWINSVILLE NY 13027 166045613 LABOR UNION NY 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 IBT UNION LOCAL 1149 P 944 FMV