2025-10-15T20:44:10-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 596134281 PLUMBERS AND FITTERS LOCAL UNION 295 HEALTH & WELFARE FUND PLUM 9045380100 8657 BAYPINE RD BLDG 5 200 JACKSONVILLE FL 322568365 BRETT MIRSKY TRUSTEE 3862527171 2025-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-15 2024 2025-03-06 01:10:19Z BRETT MIRSKY 743 N BEACH STREET DAYTONA BEACH FL 32114 8181581 0 X N/A X 1959 FL MULTI-EMPLOYER DEFINED BENEFIT HEALTH AND WELFARE FUND. 6 5 0 0 0 0 0 0 4123871 5050373 382961 343494 0 0 4506832 5393867 0 0 3808222 4370592 0 0 0 0 0 310534 358904 4118756 4729496 388076 664371 6461085 7326028 6734 10635 6454351 7315393 MULTI-EMPLOYER DEFINED BENEFIT HEALTH AND WELFARE FUND. 0 0 PROVIDED COMPREHENSIVE HEALTH AND WELFARE BENEFITS FOR ALL ELIGIBLE PARTICIPANTS. 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 85 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRETT MIRSKY 3862527171 743 N BEACH STREET DAYTONA BEACH FL 32114 BRETT MIRSKY UNION TRUSTEE 2.00 40.00 X 0 91653 70783 RALPH ROBERTS UNION TRUSTEE 1.00 X 0 0 0 CHARLES LONG UNION TRUSTEE 1.00 X 0 0 0 ANDREW FRATTIN EMPLOYER TRUSTEE 1.00 X 0 0 0 MITCH COX EMPLOYER TRUSTEE 1.00 X 0 0 0 JEFFREY SMITH EMPLOYER TRUSTEE 1.00 X 0 0 0 0 91653 70783 0 0 1 0 UNITED HEALTHCARE SHARED SERVICES PO BOX 860689 MINNEAPOLIS MN 55486 HEALTH CLAIMS 112879 1 EMPLOYER CONTRIBUTIONS 900099 4780783 4780783 PARTICIPANT CONTRIBUTIONS 900099 269590 269590 5050373 240780 240780 2890428 2787714 102714 102714 102714 5393867 5050373 0 343494 4370592 70239 30000 28070 60742 95753 21207 4559 7439 8612 REIMBURSED SHARED ADMIN 32283 4729496 524852 1266232 730284 125293 459209 509712 2466 2452 4744274 5372339 0 50000 6461085 7326028 6734 10635 6734 10635 X 6454351 7315393 6454351 7315393 6461085 7326028 664371 196671 0 X X 0 1 X 1 0 0 X 5529796 196671 196671 5333125 60742 60742 5393867 4668754 0 4668754 60742 60742 4729496 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 BRETT MIRSKY UNION TRUSTEE 0 91653 0 0 0 0 0 47512 0 23271 0 162436 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANT WHO THEN FORWARDED A COPY TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST TRUSTEE FORMS ARE PREPARED ANNUALLY AND ARE RETAINED BY THE THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PLAN'S BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT OUTSIDE ACCOUNTANT. UNITED ASSOCIATION OF JOURNEYMEN & 295 PPF 743 N BEACH STREET DAYTONA BEACH FL 32114 590488966 LABOR ORGANIZATION FL 501(C)(5) 0 PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 8657 BAYPINE ROAD BLDG 5 SUITE 200 JACKSONVILLE FL 32256 596486522 RETIREMENT BENEFIT PLAN FL 0 ARIZONA PIPETRADES TRUST ATLANTA PLUMBERS & STEAMFITTERS BECHTEL CONST CORPCAPE BRAGG COMPANIES PMI-SP CARRIER BUILDING SERVICES CLIMATE PROS COLORADO PIPE INDUSTRY TR COR3 MECHANICAL DOUG EGNER PLUMBING & MEDICAL GAS GENERAL MECHANICAL CORP GOOD FLOWER CAPITAL LLC GRIFFITH STAINLESS WELDING LLC GULF COAST INDUSTRIAL HILL YORK SERVICE CORP JOHNSON CONTROLS INC L295 JATC L295 PLUMBERS & FITTERS LIBURDI DIMETRICS CORP MACALJON MADISON AREA CONSTRUCTION MCCLOSKEY MECHANICAL CONTRACTOR INC MET CON INC MILTON J WOOD CO NOOTER CONSTRUCTION PRECISION MECHANICAL INC SAUER MECHANICAL LLC SIEMENS BLDG TECH INC THERMASERVE INC THERMETRICS CORPORATION TOMS PLUMBING INCORPORATE TOTAL COMFORT SOLUTIONS I TRANSCAN MECHANICAL LLC UNION TEMPORARY SVCS INC W SOULE & COMPANY WW GAY MECH CONTRACTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN O 32283 FMV