2025-10-13T14:40:24-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 251347607 TRUSTEES OF THE MID ATLANTIC REGIONAL HEALTH FUND MID- 4106592191 5735 INDUSTRY LANE BLDG C 101 FREDERICK MD 21704 WILLIAM DEMPSEY UNION TRUSTEE 4106592191 2025-10-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-13 2024 2025-03-06 01:10:19Z WILLIAM DEMPSEY 5735 INDUSTRY LANE BLDG C 101 FREDERICK MD 21704 1198794 0 X N/A X 1976 MD TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS. 4 4 0 0 0 0 0 0 162832 159969 58374 154573 0 0 221206 314542 0 0 59989 58511 0 0 0 0 0 143322 137108 203311 195619 17895 118923 2586119 2742828 22529 10034 2563590 2732794 TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS. 0 0 TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS. 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 2 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE FUND OFFICE 4106592191 5735 INDUSTRY LANE SUITE 101 FREDERICK MD 21701 X JOE SIBA EMPLOYER TRUSTEE 1.00 X 0 0 0 PATRICK JONES SR CHAIRPERSON (P) 1.00 X 0 0 0 PATRICK JONES JR TRUSTEE (P) 1.00 X 0 0 0 REGGIE TABB EMPLOYER TRUSTEE 1.00 X 0 0 0 PETER BOSTIC UNION TRUSTEE 1.00 X 0 0 0 BILL DEMPSEY UNION TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTI 900099 144386 144386 EMPLOYER CONTRIBUTIONS 900099 15583 15583 159969 97122 97122 941703 884252 57451 57451 57451 314542 159969 0 154573 58511 7000 16006 2621 1500 10812 4291 SALARY REIMBURSEMENT 94878 195619 1458 3208 12566 93151 18300 18037 1483 1168 0 0 2550769 2627264 1543 0 2586119 2742828 11250 11279 10034 22529 10034 X 0 0 0 0 2563590 2732794 2563590 2732794 2586119 2742828 118923 50281 0 X 0 1 X 1 0 0 ESTIMATED UNPAID CLAIMS 10034 10034 X 348817 50281 50281 298536 16006 16006 314542 180479 0 180479 16006 -866 15140 195619 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 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. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS NOT TAKEN ANY POSITION THAT WOULD IMPEDE A FINDING BY THE IRS THAT THE TRUST FUNDING THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS -866. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS EMAILED TO THE FUND'S TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE & ADMINISTRATOR SHALL SIGN A STATEMENT AFFIRMING RECEIPT OF THE CONFLICT OF INTEREST POLICY, THE FACT THAT THEY UNDERSTAND THE POLICY AND THAT THEY HAVE COMPLIED WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT PAY COMPENSATION TO ITS TOP MANAGEMENT OR TO KEY EMPLOYEES FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MID ATLANTIC REGIONAL JOINT BOARD WORKERS UNITED 5735 INDUSTRY LANE BUILDING C SUITE FREDERICK MD 21704 521367543 LABOR UNION DC 501(C)(5) 0 AW INDUSTRIES LOCAL 50-7 ALSCO ALEXANDRIA ALSCO - LANHAM ALSCO - NEW CASTLE LOCAL 1071-6 ALSCO RICHMOND LOCAL 50-9 ALSCO ROANOKE LOCAL 791 ALSCO VIRGINIA BEACH ARAMARK-READING ARAMARK - SCRANTON AUTONEUM BERKLEY MEDSURG BLEYER GIFT PACKS LOCAL 19952024 CELANESE LOCAL 1071-4 DOMESTIC LINEN SUPPLY LOCAL 8 ACCORDIUS HEALTH AT EMPORIA ENGLISH AMERICAN F&F AND A JACOBS & SONS FAIR VOTE FECHHEIMER FIVE STAR FRANKLIN CLOTHING GITMAN LOCAL 863 GREENBRIER GUILFORD MILLSLEAR HCSC LAUNDRY - BALTIMORE HCSC LAUNDRY - KINGSTON HUNTINGDON FIBERGLASS JOS A BANK DIST CTR LIFEWEAR INC LION BROTHERS LION RIBBON LOCK HAVEN UNIVERSITY (COMPASS) LOCAL 4 MARSHALLS MASTER GARMENT LOCAL 1398 MERCK & CO MID-ATLANTIC REGIONAL JOINT BOARD MARJB - PA RETIREES LOCAL 15-9 NAVY FEDERAL CREDIT UNION NOV CONTAINMENT SOLUTIONS RIDGEVIEW ELDER CARE LOCAL 863 RIO GRANDE UNIVERSITY SF&C ST MARY'S COLLEGE LOCAL 224 STAR DRESS TOWSON UNIVERSITY UMBC (COMPASS) LOCAL 1071-7 VIRGINIA HOSPITAL LAUNDRY LOCAL 15-7 VOLVO (ARAMARK) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 MID ATLANTIC REGIONAL JOINT BOARD P 107190