2026-04-15T14:58:50-05:00 2025-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-07-01 520629995 HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND HAGE 3017332602 10312 REMINGTON DRIVE HAGERSTOWN MD 21740 TOM KRAUSE UNION TRUSTEE 3017332602 2026-04-15 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-04-15 2024 2025-03-06 01:10:19Z SPENCER DEARTH 10312 REMINGTON DRIVE HAGERSTOWN MD 21740 8742295 0 X N/A X 1953 MD TO PROVIDE HEALTH AND DEATH BENEFITS COVERAGE FOR ELIGIBLE PARTICIPANTS, AND THEIR DEPENDENTS, WHO ARE EMPLOYED BY CONTRIBUTING EMPLOYERS. 4 3 0 0 0 0 0 0 8267560 7431745 976269 1309369 6967 0 9250796 8741114 0 0 6081622 6558880 0 0 0 0 0 642544 973692 6724166 7532572 2526630 1208542 34410373 37157881 62594 140985 34347779 37016896 TO PROVIDE HEALTH AND DEATH BENEFITS COVERAGE FOR ELIGIBLE PARTICIPANTS, AND THEIR DEPENDENTS, WHO ARE EMPLOYED BY CONTRIBUTING EMPLOYERS. 0 0 TO PROVIDE HEALTH AND DEATH BENEFITS COVERAGE FOR ELIGIBLE PARTICIPANTS, AND THEIR DEPENDENTS, WHO ARE EMPLOYED BY CONTRIBUTING EMPLOYERS. 0 0 0 0 0 0 0 0 0 1 1 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 1 360 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X CARDAY ASSOCIATES INC 3017332602 10312 REMINGTON DRIVE HAGERSTOWN MD 21740 TOM KRAUSE UNION TRUSTEE 2.00 45.00 X 0 153138 49384 DANIEL CRAYTOR UNION TRUSTEE (P) 2.00 X 0 0 0 ROBERT COWIE EMPLOYER TRUSTEE 2.00 X 0 0 0 DANIEL W SCHMIDT EMPLOYER TRUSTEE 2.00 X 0 0 0 RON FISCHER UNION TRUSTEE 2.00 X 0 0 0 0 153138 49384 0 0 1 0 BENESYS INC 7130 COLUMBIA GATEWAY DR STE A COLUMBIA MD 21046 PLAN ADMINISTRATOR 319097 ZELIS CLAIMS INTEGRITY LLC 149 NEWBURY STREET BOSTON MA 02116 CLAIMS REVIEW 291652 2 EMPLOYER CONTRIBUTIONS 525100 7268694 7268694 PARTICIPANT CONTRIBUTIONS 525100 163051 163051 7431745 1309050 1309050 1500 1181 319 319 319 8741114 7431745 0 1309369 X 6558880 111202 22031 20734 764699 24082 1716 19644 7053 FEES MANDATED BY ACA 2531 7532572 829845 676298 1938844 1842736 987874 775980 8943 14849 18234 18234 0 0 27377880 30083810 3266987 3764208 34410373 37157881 62594 140985 62594 140985 X 6429308 6429308 0 0 27918471 30587588 34347779 37016896 34410373 37157881 1208542 1460575 0 X X 0 1 X 1 0 2902 2902 0 15332 15332 0 0 COMMON COLLECTIVE TRUST 3764208 F 3764208 X 10180955 1460575 1460575 8720380 20734 20734 8741114 7511838 0 7511838 20734 20734 7532572 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, 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 TOM KRAUSE UNION TRUSTEE 0 153138 0 0 0 0 0 32053 0 17331 0 202522 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 TRUSTEE'S COMPENSATION IS SET BY OTHER INDEPENDENT TRUSTEES BASED ON COMPARABLE RATES WITH OTHER TRUST FUNDS. THE TRUST FUND HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND PROVIDES ITS ORGANIZING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G ACTUARIAL FEES 60,506. CONTRACT ADMINISTRATOR'S FEES 319,097. COST CONTAINMENT SERVICE FEE 45,375. DENTAL CONSULTANT 13,977. UTILIZATION AND WELLNESS REVIEW FEES 325,744. FORM 990, PART XII, LINE 2C THE FUND'S FINANCIAL STATEMENTS ARE AUDITED. THE FUND'S TRUSTEES ARE RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. TEAMSTERS LOCAL 992 10312 REMINTON AVE HAGERSTOWN MD 21740 520430745 LABOR UNION MD 501(C)(5) 0 HAGERSTOWN MOTOR CARRIERS AND TEAMSTERS PENSION FUND 10312 REMINTON AVE HAGERSTOWN MD 21740 526045424 PENSION FUND MD 401(A)/501(A) 0 ABF FREIGHT SYSTEMS AR UNITED PARCEL SERVICE OH SCHMIDT BAKING MD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0