2025-08-13T13:46:24-05:00 2024-09-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-10-01 526083904 ASBESTOS WORKERS LOCAL 24 APPRENTICE- SHIP FUND ASBE 4108729500 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 BRIAN CAVEY TRUSTEE 4108729500 2025-08-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-08-13 2023 2025-03-06 01:10:19Z BRIAN CAVEY 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 601865 0 X N/A X 1968 MD THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE A TRAINING AND EDUCATIONAL PROGRAM FOR APPRENTICES. 6 6 4 0 0 0 0 0 558206 522737 42432 77178 7104 1950 607742 601865 0 0 0 0 322638 357894 0 0 0 303810 233208 626448 591102 -18706 10763 2702378 2713141 0 0 2702378 2713141 THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE A TRAINING AND EDUCATIONAL PROGRAM FOR APPRENTICES AND, IN THE FURTHER DISCRETION OF THE TRUSTEES, FOR JOURNEYMEN. 0 0 438968 524687 THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE A TRAINING AND EDUCATIONAL PROGRAM FOR APPRENTICES AND, IN THE FURTHER DISCRETION OF THE TRUSTEES, FOR JOURNEYMEN. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 438968 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 4 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X BENESYS 4108729500 7130 COLUMBIA GATEWAY DR SUITE A COLUMBIA MD 21046 ROBERT S MCCOURT TRUSTEE 1.00 X 628 0 0 FOREST WARMAN TRUSTEE (P) 1.00 X 0 0 0 KEN GRAVES TRUSTEE (P) 1.00 X 0 0 0 BRIAN S CAVEY TRUSTEE 1.00 X 0 0 0 WILFREDO MATA TRUSTEE (P) 1.00 X 0 0 0 RICHARD HEINZMAN TRUSTEE (P) 1.00 X 0 0 0 RON WEISSER TRUSTEE 1.00 X 0 0 0 JOHN ADKINS TRUSTEE 1.00 X 0 0 0 BENNY GRANT TRUSTEE 1.00 X 0 0 0 JULIO CAICEDO TRUSTEE 1.00 X 0 0 0 JAMES HOOS APPRENTICESHIP COORDINATOR 48.00 X 114121 0 75286 114749 0 75286 1 0 1 0 0 CONTRIBUTIONS 611600 494405 494405 REIMB FROM AFFILIATES 611600 28332 28332 522737 77178 77178 1950 0 1950 1950 1950 601865 524687 0 77178 193353 191867 1486 89597 87996 1601 50423 50423 8206 8206 16315 16315 19394 19394 2234 2234 13074 13074 6217 6217 2732 2732 14885 14885 23160 23160 4636 4636 7229 7229 36759 36759 6514 6514 APPRENTICE TRAINING 84161 84161 STORAGE 8480 8480 DUES AND SUBSCRIPTIONS 2621 2621 GRADUATION EXPENSE 1112 1112 591102 438968 152134 0 787284 787806 1020000 1067000 1057021 198686 895094 858335 2702378 2713141 0 0 X 2702378 2713141 2702378 2713141 2702378 2713141 10763 0 X X 0 1 X 1 0 X 1000000 141666 858334 34261 34260 1 22760 22760 0 858335 X 601865 0 601865 0 601865 591102 0 591102 0 591102 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE PLAN PUBLISHES THIS INFORMATION IN A LOCAL NEWSPAPER. SCHEDULE E, PART I, LINE 4 THE PLAN DOES NOT SOLICIT CONTRIBUTIONS. THE PLAN DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE AWARDS. 0 0 0 0 0 0 0 0 0 JAMES HOOS APPRENTICESHIP COORDINATOR 114121 0 0 0 0 0 57365 0 17921 0 189407 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS OUTSOURCED ITS DAY TO DAY OPERATION OF THE PLAN TO BENESYS, INC. FOR A MONTHLY FEE. BENESYS, INC. COLLECTS CONTRIBUTIONS, PAYS EXPENSES, AND PROVIDES RECORDKEEPING AND ACCOUNTING SERVICES FOR THE PLAN. THE BOARD OF TRUSTEES IS STILL RESPONSIBLE FOR OVERSEEING THE PLAN AND FOR MAKING CHANGES TO THE TRUST AGREEMENT AND SUMMARY PLAN DESCRIPTION. FORM 990, PART VI, SECTION A, LINE 7A THE UNION HAS THE ABILITY TO APPOINT THREE OF THE SIX TRUSTEES. THE EMPLOYERS HAVE THE ABILITY TO APPOINT THE OTHER THREE OF THE SIX TRUSTEES FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE MANAGEMENT OF THE PLAN AND BY THE DIRECTOR PRIOR TO THE FILING OF THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS ENFORCED BY ENSURING THAT THE INDIVIDUAL TRUSTEES ARE AWARE OF THEIR DUTIES UNDER THE POLICY, AS WELL AS OF THEIR GENERAL FIDUCIARY DUTIES UNDER ERISA. WHEN A CONFLICT EXISTS, THE AFFECTED TRUSTEE IS REQUIRED TO RECUSE HIMSELF OR HERSELF FROM CONSIDERATION OF THE MATTER IN WHICH THE CONFLICT OF INTEREST HAS ARISEN. THE POLICY CONTEMPLATES THAT REAL AND POTENTIAL CONFLICTS BE BROUGHT BEFORE THE FULL BOARD OF TRUSTEES, WHO WOULD THEN CONSULT WITH COUNSEL TO HELP DETERMINE THE APPROPRIATE COURSE OF ACTION. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST TO PARTICIPANTS ONLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST TO PARTICIPANTS ONLY. FORM 990, PART XII, LINE 1: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ASBESTOS WORKERS LOCAL UNION 24 MEDICAL FUND 7130 COLUMBIA GATEWAY DR COLUMBIA MD 21046 770649935 HEALTH AND WELFARE OF ITS MEMBERS MD 501(C)(9) 0 INT'L ASSN OF HEAT & FROST INSULATORS & ALLIED WORKERS L-24 901 MONTGOMERY ST LAUREL MD 20707 530022785 TO ENCOURAGE A HIGHER STANDARD OF SKILL AMONG ITS MEMBERS MD 501(C)(5) 0 A&R MECHINAL INSULATION MD 0 ADVANCED SPECIALTY CONTRACTORS MD 0 ALLIED POWER LLC MD 0 ANGLESEY CONTRACTING INC MD 0 ASBESTOS WORKERS LOCAL NO 24 MD 0 BRANDSAFEWAY INDUSTRIES MD 0 C&H MECHANICAL MD 0 CAMPBELL GIBBONS & ASSOC MD 0 DKB INC MD 0 FAZIO MECHANICAL SERVICES MD 0 FPI INC MD 0 FREESTATE INSULATION MD 0 G&M SERVICES MD 0 HURLEY COMPANY MD 0 INSUL-TECH MD 0 M&M WELDING & FAB INC MD 0 RH LAPP & SONS MD 0 RABCO INSULATION MD 0 SOUTHERN INSULATION MD 0 TBN ASSOCIATES MD 0 TRINITY ENERGY INSULATION LLC MD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0