2025-10-14T16:09:07-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 526044512 PLUMBERS AND STEAMFITTERS LOCAL 486 MEDICAL FUND BOARD OF TRUSTEES PLUM 4108729500 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 PASQUALE PETROVIA TRUSTEE 4108729500 2025-10-14 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-14 2024 2025-03-06 01:10:19Z PASQUALE PETROVIA 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 40317027 0 X N/A X 1996 MD PROVIDE MEDICAL BENEFITS TO MEMBERS. 8 7 0 0 0 0 0 0 25791267 28695845 688632 953240 452 1137 26480351 29650222 0 0 24154177 24309555 36289 0 0 0 0 1566734 2042731 25757200 26352286 723151 3297936 40195323 43664108 863806 455907 39331517 43208201 PROVIDE MEDICAL BENEFITS TO MEMBERS. 0 0 THE FUND PROVIDES ACCIDENT, MEDICAL AND HOSPITALIZATION BENEFITS ON SELF-INSURED AND INSURED BASIS TO ELIGIBLE PARTICIPANTS EMPLOYED BY CONTRIBUTING EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 1 0 1 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 5 0 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 X THE ORGANIZATION 4108729500 7130 COLUMBIA GATEWAY DRIVE STE A COLUMBIA MD 21046 PASQUALE PETROVIA TRUSTEE 1.00 40.00 X 0 114767 76533 ERIC ECKSTEIN TRUSTEE 1.00 X 11940 0 0 KENNETH KAHL TRUSTEE 1.00 X 12514 0 0 ANTHONY GEORGE TRUSTEE 1.00 X 9096 0 0 CHARLES DANIEL TRUSTEE 1.00 X 0 0 0 KARI CORDELL TRUSTEE 1.00 X 11351 0 0 LAUREN ELEK TRUSTEE 1.00 X 0 0 0 RODNEY HORTON TRUSTEE 1.00 X 0 0 0 44901 114767 76533 0 0 1 0 ZENTIH AMERICAN SOLUTIONS 302 KNIGHTS RUN AVENUE SUITE 1100 TAMPA FL 33602 CONTRACT ADMINISTRATOR 276092 ZELIS 2 CROSSROADS DR BEDMINSTER NY 07921 CLAIMS ADMINISTRATOR 232076 CONIFER VALUE-BASED CARE LLC 15821 VENTURA BLDV ENCINO CA 91436 DATA ANALYSIS 199018 BENESYS INC 700 TOWER DR 300 TROY MI 48098 CONTRACT ADMINISTRATOR 186752 CAREFIRST BCBS OF MARYLAND 10455 MILL RUN CIRCLE OWINGS MILLS MD 21117 CLAIMS ADMINISTRATOR 172870 7 EMPLOYER CONTRIBUTIONS 525100 27221537 27221537 PARTICIPANT CONTRIBUTIONS 525100 1474308 1474308 28695845 1077543 1077543 10542502 10666805 -124303 -124303 -124303 MISCELLANEOUS 525100 1137 1137 1137 29650222 28696982 0 953240 24309555 171977 16663 151864 1511073 99034 74360 5936 FEES MANDATED BY AFFORD 11824 26352286 2446731 1118236 2546546 2518857 4391874 5871028 22314067 23719032 8496105 7813163 0 2623792 40195323 43664108 863806 455907 863806 455907 X 0 0 0 0 39331517 43208201 39331517 43208201 40195323 43664108 3297936 -166713 745461 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 7813163 C 7813163 DUE FROM RELATED PARTIES 2623792 2623792 X 29331645 -166713 -166713 29498358 151864 151864 29650222 26200422 0 26200422 151864 151864 26352286 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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 PASQUALE PETROVIA TRUSTEE 0 114767 0 0 0 0 0 53133 0 23400 0 191300 0 0 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 7A THE EXECUTIVE BOARD OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 486 ELECT THE UNION TRUSTEES TO THE BOARD OF TRUSTEES. EMPLOYER TRUSTEES ARE ELECTED BY THE MCA OF MD. 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 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 OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PLUMBERS & STEAMFITTERS LOCAL UNION #486 8100 SANDPIPER CIRCLE BALTIMORE MD 21236 521908936 LABOR UNION MD 501(C)(5) 0 PLUMBERS & STEAMFITTERS LOCAL 486 PENSION FUND 7130 COLUMBIA GATEWAY DRIVE STE A COLUMBIA MD 21046 526124449 PENSION FUND MD 501(A) 0 PLUMBERS & STEAMFITTERS LOCAL 486 SEVERANCE & ANNUITY FUND 7130 COLUMBIA GATEWAY DRIVE STE A COLUMBIA MD 21046 521190205 ANNUITY FUND MD 501(A) 0 PLUMBERS & STEAMFITTERS LOCAL 486 TRAINING FUND 7130 COLUMBIA GATEWAY DRIVE STE A COLUMBIA MD 21046 520708294 TRAINING FUND MD 501(C)(3) 0 ADJ SHEET METAL INC ADU HOLDINGS INC ADVANCE SYSTEMS LLC AINSWORTH INC (FORMERLY ENGINUITY LLC) AL GLEESON ELECTRICAL CO INC MECH DIVISION ALL MECHANICAL AND PLUMBING ALLIED POWER SERVICES LLC AMERICAN COMBUSTION INDUSTRIES INC ARCTIC REFRIGERATION INC BALTIMORE-DC METRO BUILDING TRADES COUNCIL BAY AREA MECHANICAL SERVICES INC BBR MECHANICAL SERVICES INC BEL AIR MECHANICAL LLC BHI ENERGY SPECIALTY SERVICES BILFINGER INDUSTRIAL SERVICES BILL BRIDGES ENTERPRISES LLC BMC SERVICES BORLIE MECHANICAL CONTRACTING LLC BOWEN ENGINEERING CORPORATION CALVERT CONTROLS INC CAPITOL REFRIGERATION INC CARRIER CORPORATION CKN HEATING & COOLING INC CLIMATE PROS LLC CLOUD INC COMPLETE MECHANICAL SOLUTIONS CONTROL SOURCES LLC CONTROL SYSTEMS INC CORE MECHANICAL SOLUTIONS COVERT'S WELDING INC CROCKETT FACILITIES SERVICES CUSHMAN & WAKEFIELD CUSTOM MECHANICAL SERVICES INC DE ASSET OPERATIONS LLC DECA INC DENVER-ELEK INC DNA MECHANICAL DYNAMIC MECHANICAL CONTRACTORS DYNASTICS INC ELECTRICAL AUTOMATION SERVICES INC EXCEL MECHANICAL CONTRACTORS LLC FACILITY ENGINEERING SERVICES CORP FAZIO MECHANICAL SERVICES FLO-TRON CONTRACTING INC FRANK LILL & SON INC GENERAL & MECHANICAL SERVICES LLC GEORGE S HALL INC H&D MECHANICAL LLC HARLEE MECHANICAL CONTRACTING INC HARRIS HEATING PIPING & REFRIG HEFFRON COMPANY HIGH PURITY SYSTEM INC HONEYWELL HORTON MECHANICAL CONTRACTORS INC I D GRIFFITH INC INDUSTRIAL REFRIGERATION SERVICE INC J J WHITE J F FISCHER INC JOHN C GRIMBERG CO INC JOHNSON CONTROLS FEDERAL SYSTEMS INC JOHNSON CONTROLS INC JONES LANG LASALLE INC KBR WYLE SERVICES LLC KDB - KIRLIN DESIGN BUILD KENT ISLAND MECHANICAL INC KINETIC SYSTEMS INC KLEPSIG PLUMBING LLC KOEPPER WELDING LLC LIMBACH COMPANY LOUIS F SOUL COMPANY INC M&M WELDING AND FABRICATORS INC MCCLURE COMPANY MECHANICAL SYSTEMS INC MEK TEK LLC MID-ATLANTIC PIPE TRADES ASSOCIATION MODERN CONTROLS INC NAC MECHANICAL SERVICES LLC NORTHERN BAY ENVIRONMENTAL SYSTEMS INC NORTHERN PIPELINE (NPL) CONSTRUCTION NS & ASSOCIATES LLC OZELL SERVICES INC PATAPSCO MECHANICAL PCI ENERGY SERVICES LLC PEVCO SYSTEMS INTERNATIONAL INC PLATINUM SERVICES LLC POOLE & KENT CORPORATION POWER AND COMBUSTION INC PRO-AIR INC R H LAPP & SONS INC RF WARDER INC RIG CONSTRUCTION LLC RIGGS DISTLER & COMPANY INC ROCK SPRING HEATING & COOLING INC RSC ELECTRICAL & MECHANICAL CONTRACTORS INC S&S CONTROL SYSTEMS INC SIEMENS INDUSTRY INC SODEXOROTH SOUTH MOUNTAIN MECHANICAL SOUTHLAND INDUSTRIES SPEARS MECHANICAL CONTRACTORS STATEWIDE MECHANICAL INC STOKES MECHANICAL LLC SUMMIT MECHANICAL INC TRADE-MARK INDUSTRIAL LLC TRANE TECHNOLOGIES TRUSKEY INC UNITED ASSOCIATION OF JAPPI WE BOWERS INC WG TOMKO INC WELCH AND RUSHE LLC YANDLE TUBES LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0