2025-10-29T18:03:53-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 042177839 HEALTH & WELFARE FUND IBEW LOCAL 96 HEAL 2032697741 911 RIDGEBROOK ROAD SPARKS MD 211526966 KEVIN MENARD TRUSTEE 2032697741 2025-10-29 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-24 2024 2025-03-06 01:10:19Z X KEVIN MENARD 911 RIDGEBROOK ROAD SPARKS MD 211526966 7508865 0 X N/A X 1954 MA TO PROVIDE HEALTH AND WELFARE BENEFITS. 6 0 0 0 0 0 0 0 5780801 7158278 291716 350587 0 0 6072517 7508865 0 0 5378078 6128283 3070 1129 0 0 0 231145 248913 5612293 6378325 460224 1130540 10593092 12104813 271245 273143 10321847 11831670 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 THE FUND PROVIDES MEDICAL INSURANCE, LIFE INSURANCE, DISABILITY, DENTAL AND OTHER HEALTH BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS. 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 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASSOCIATED ADMINISTRATORS 2032697741 911 RIDGEBROOK ROAD SPARKS MD 211526966 THOMAS MALONEY UNION TRUSTEE (P) 2.00 40.00 X 0 120280 27052 JAMES ARTHUR UNION TRUSTEE 2.00 40.00 X 0 27517 51209 RONALD BUFFONE UNION TRUSTEE (P) 2.00 X 0 5962 1767 BRIAN CLARKE UNION TRUSTEE 2.00 X 0 0 0 ROBERT LIDDY MANAGEMENT TRUSTEE 2.00 X 0 0 0 DAVID MARTINELLI UNION TRUSTEE 2.00 X 0 0 0 KEVIN MENARD MANAGEMENT TRUSTEE 2.00 X 0 0 0 MATTHEW OSTROW MANAGEMENT TRUSTEE 2.00 X 0 0 0 0 153759 80028 0 0 0 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 ADMINISTRATION 102252 1 EMPLOYER CONTRIBUTIONS 900099 6596031 6596031 EMPLOYEE CONTRIBUTIONS 900099 562247 562247 7158278 350587 350587 7508865 7158278 0 350587 6128283 1129 100380 39901 12046 17660 62046 6408 2480 14 7978 6378325 727403 1157202 627752 888175 387700 491579 8815747 9534557 34490 33300 10593092 12104813 20903 18174 73260 250342 181709 271245 273143 X 0 0 0 0 10321847 11831670 10321847 11831670 10593092 12104813 1130540 379283 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND IBNR 14805 RECIPROCALS PAYABLE 166904 181709 X 7870488 379283 379283 7491205 17660 17660 7508865 6512844 0 6512844 17660 -152179 -134519 6378325 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS -152,179. FORM 990, PART VI, SECTION B, LINE 11B A COPY WAS PROVIDED TO THE GOVERNING BOARD VIA EMAIL OR PAPER COPY. THE FORM 990 WAS PROVIDED TO THE CO-CHAIRMEN SIGNING THE RETURN, TO THE FUND'S THIRD-PARTY ADMINISTRATOR (TPA) AND TO LEGAL COUNSEL PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED ON A REGULAR BASIS AT TRUSTEE MEETINGS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. IBEW LOCAL 96 242 MILL STREET WORCESTER MA 01602 041472186 LABOR ORGANIZATION MA 501(C)(5) 0 PENSION FUND LOCAL 96 - IBEW PO BOX 5817 WALLINGFORD CT 06492 046295080 PENSION FUND CT 401(A) 0 ANNUITY FUND IBEW LOCAL 96 PO BOX 5817 WALLINGFORD CT 06492 046295080 ANNUITY FUND CT 401(A) 0 ALDON ELECTRIC INC ARDEN ENGINEERING ATLANTIC PLAT MAINTENANCE E W AUDET BEAUMONT SOLAR BECO ELECTRICAL CONTRACTORS COGHLIN ELECTRICAL CONT INC COLLINS ELECTRIC COMPANY INC COMM-TRACT CORP CUBE ELECTRICAL CONSTRUCTION DAGLE ELECTRICAL DELSIGNORE ELECTRICAL CONT INC EYLES ELECTRIC INC FALL RIVER ELECTRICAL ASSOC FUTURE TECHNOLOGIES GROUP INC GASTON ELECTRIC CO INC I B ABEL INC IKE ELECTRIC INC JM ELECTRICAL KM KELLY INC LAN TEL COMMUNICATIONS LAPINSKI ELECTRIC INC LIDCO ELECTRICAL CONTR INC LYNNWELL ASSOCIATES INC MASS BAY ELECTRIC MASS ELECTRIC MCPHEE ELECTRIC LTD MILLER BROS DIV OF WAMPOLE MOULISON LLC MURPHY ELECTRIC & INDUSTRIAL NATIONAL CONDUCTOR CONSTRUCTOR NETVERSANT NORWEY ELECTRICAL CONSTRUCTION OSTROW ELECTRIC CO INC PINE RIDGE TECHNOLOGIES WILLIAM ROBERTS ELECTRIC CO RICHARD REID ELECTRICAL CO RYAN ELECTRIC SCHNEIDER ELECTRIC OF ST LOUIS SIEMENS INDUSTRY SPARKS COMPANY SYNET INC STATE ELECTRIC UTILITY SERVICE NEW ENGLAND JF WHITE CONTRACTING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1