2025-11-17T15:15:32-06:00 2025-01-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-02-01 526038514 STONE AND MARBLE MASONS OF METRO WASHINGTON DC HEALTH & WELFARE FD STON 4108729500 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 SCOTT GARVIN TRUSTEE 4108729500 2025-11-17 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-11-17 2024 2025-03-06 01:10:19Z SCOTT GARVIN 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 6816386 0 X N/A X 1965 MD PROVIDING HEALTH BENEFITS TO MEMBERS 6 6 0 0 0 0 0 0 3044058 2778263 290902 399056 0 24781 3334960 3202100 0 0 3140801 2435818 2909 2606 0 0 0 402569 376451 3546279 2814875 -211319 387225 10792894 10996864 542805 350477 10250089 10646387 PROVIDING HEALTH BENEFITS TO MEMBERS. 0 0 PROVIDE HEALTH BENEFITS TO UNION MEMBERS. 0 0 0 0 0 0 0 0 0 0 1 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 8 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X BENESYS INC 4108729500 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 SCOTT GARVIN UNION TRUSTEE 4.00 X 0 0 0 MICHAEL R BRATTI EMPLOYER TRUSTEE 4.00 X 0 0 0 VITAL CARDOSO UNION TRUSTEE 4.00 X 1605 0 0 MICHAEL PATTERSON UNION TRUSTEE 4.00 X 1001 0 0 BRETT S RUGO EMPLOYER TRUSTEE 4.00 X 0 0 0 MANUEL SEARA EMPLOYER TRUSTEE 4.00 X 0 0 0 CESAR RODRIQUEZ ALT. UNION TRUSTEE 4.00 X 0 0 0 2606 0 0 0 0 0 0 CARDAY ASSOCIATES INC 7130 COLUMBIA GATEWAY DR A COLUMBIA MD 21046 THIRD PARTY ADMINISTRATOR 189649 1 EMPLOYER CONTRIBUTIONS 900099 2548460 2548460 PARTICIPANT CONTRIBUTIONS 900099 229803 229803 2778263 374858 374858 3638484 3614286 24198 24198 24198 OTHER INCOME 900099 24781 24781 24781 3202100 2803044 0 399056 2435818 2606 189649 46651 14459 18575 63220 5744 13844 14465 OTHER BENEFIT ADMINISTR 9844 2814875 693597 1099636 50933 118894 459595 446607 6592 6502 8257591 8079408 1324586 1245817 10792894 10996864 44739 40534 34268 34769 463798 275174 542805 350477 X 0 0 0 0 10250089 10646387 10250089 10646387 10792894 10996864 387225 9073 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 1245817 F 1245817 RECIPROCALS PAYABLE 7108 DUE TO OTHER ENTITIES 99169 DUE TO RELATED PARTIES 168897 275174 X 3192598 9073 9073 3183525 18575 18575 3202100 2796300 0 2796300 18575 18575 2814875 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. FORM 990, PART VI, SECTION A, LINE 3 THE FUND HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO AN INDEPENDENT THIRD PARTY ADMINISTRATOR. THE ADMINISTRATOR PROCESSES THE DAILY TRANSACTIONS AND PERFORMS OTHER DUTIES AS NEEDED FOR THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE, AT WHICH TIME THE BOARD REVIEWS AND DISCUSSES THE FORM 990 BEFORE APPROVING IT FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES HAVE ADOPTED A POLICY WHEREBY THE CONFLICT OF INTEREST ISSUE IS ADDRESSED ANNUALLY AT A BOARD OF TRUSTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STONE AND MARBLE MASONS DC PENSION FUND 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 526117940 PROVIDING RETIREMENT BENEFITS MD N/A 0 BRICKLAYERS & AC LOCAL 1 MD VA AND DC 5879 ALLENTOWN ROAD COLUMBIA MD 20746 521862230 LOCAL UNION MD 501(C)(5) 0 AMERICAN RESTORATIONLLC BAC LOCAL 1MDVADC BOATMAN & MAGNANI INC FIRVIDA CONSTRUCTION CORP GRANITE & MARBLE GEMS INC JANEIRO INC LORTON STONE LLC R BRATTI ASSOC INC RUGO STONE LLC STONE WORKS INC T-I BAC LOCAL 1 MD VA DC T-I BRICKLAYERS L1 OF PADE T-I BRICKLAYERS MASONS & TILESETTERS LOCAL 21 T-I MASONRY PRESERVATION SERV T-I NEW JERSEY BAC H & W L 5 TOMCAT INC WESTERN SPECIALTY CONTRACTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 STONE AND MARBLE MASONS DC PENSION FUND S 203082 CASH