2022-11-15T05:38:14-06:00 2022-01-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2021-02-01 526038514 STONE AND MARBLE MASONS OF METRO WASHINGTON DC HEALTH & WELFARE FD STON 4108729500 7130 COLUMBIA GATEWAY DRIVE NO A COLUMBIA MD 21046 SCOTT GARVIN TRUSTEE 4108729500 2022-11-15 1 SCOTT GARVIN 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2022-11-14 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z SCOTT GARVIN 7130 COLUMBIA GATEWAY DRIVE NO A COLUMBIA MD 21046 9938857 0 X N/A X 1965 MD PROVIDING HEALTH BENEFITS TO MEMBERS 7 7 0 0 0 0 0 0 3416266 3243257 310344 693360 28140 0 3754750 3936617 0 0 2448791 2135624 1802 0 0 0 0 320985 302046 2771578 2437670 983172 1498947 9073872 10121037 67013 30976 9006859 10090061 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 6 0 0 0 0 0 0 0 0 0 0 X 7 7 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 CESAR RODRIQUEZ TRUSTEE 4.00 40.00 X 0 0 0 MICHAEL R BRATTI TRUSTEE 4.00 X 0 0 0 BRETT S RUGO TRUSTEE 4.00 X 0 0 0 VITAL CARDOSO TRUSTEE 4.00 X 731 0 0 SCOTT GARVIN TRUSTEE 4.00 40.00 X 0 0 0 MICHAEL PATTERSON TRUSTEE 4.00 X 731 0 0 MANUEL SEARA TRUSTEE 4.00 X 0 0 0 1462 0 0 0 0 0 0 CAREMARK INC 1 CVS DRIVE WOONSOCKET RI 02895 PHARMACY BENEFIT MGMT. 738453 BENESYS INC 7130 COLUMBIA GATEWAY DRIVE SUITE A COLUMBIA MD 21046 THIRD PARTY ADMINISTRATOR 169460 2 EMPLOYER CONTRIBUTIONS 900099 2976480 2976480 PARTICIPANT CONTRIBUTIONS 900099 266777 266777 3243257 155968 155968 6539632 6002240 537392 537392 537392 3936617 3243257 0 693360 2135624 169460 20895 9478 30161 51597 6585 3742 6893 BANK CHARGES 2535 DUES AND SUBSCRIPTIONS 700 2437670 466245 1220316 63979 82182 301732 319932 5851 2084 8236065 7169697 1326826 9073872 10121037 48619 18201 18394 12775 67013 30976 X 0 0 0 0 9006859 10090061 9006859 10090061 9073872 10121037 1498947 -415745 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 1326826 F 1326826 RECIPROCALS PAYABLE 8776 DUE TO BROKER 3999 12775 X 3490711 -415745 -415745 3906456 30161 30161 3936617 2407509 0 2407509 30161 30161 2437670 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. 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 TRANSACTION 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 REVIES 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 RESTORATION LLC BAC LOCAL 1 MD VA DC JATC BAC LOCAL 1 MD VA DC BANNER MASONRY BOATMAN & MAGNANI INC FIRVIDA CONSTRUCTION CORP JANEIRO INC LORTON STONE LLC R BRATTI ASSOC INC ROMAN MOSAIC & TILE RUGO STONE LLC STONE WORKS INC UNION TROWEL TRADES BEN WESTERN SPECIALTY CONTRACTORS GRANITE & MARBLE GEMS INC BRICKLAYERS L1 OF PA INTERNATIONAL TROWEL TRADES 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 251575 CASH