2024-11-05T07:27:11-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 580625978 ATLANTA PLUMBERS & STEAMFITTERS ATLA 9542666322 2010 NW 150TH AVE PEMBROKE PINES FL 33028 TERRY NEWSOME JR TRUSTEE - CO-CHAIR 9542666322 2024-11-05 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-10-31 2023 2024-10-15 13:58:12Z TERRY NEWSOME JR 2010 NW 150TH AVE PEMBROKE PINES FL 33028 43197010 0 X N/A X 1973 GA TO PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS 10 5 0 0 0 0 0 0 34230526 37059593 371261 840071 786254 0 35388041 37899664 0 0 24222566 27619489 0 0 0 0 0 2131943 2052170 26354509 29671659 9033532 8228005 41135157 51640270 128627 295799 41006530 51344471 TO PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 STOP-LOSS PREMIUMS VISION PREMIUMS BLUE CROSS/BLUE SHIELD ADMINISTRATIVE FEE 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 5 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X NATIONAL EMPLOYEE BENEFIT ADMINISTRATORS INC 9562666322 2010 NW 150TH AVE PEMBROKE PINES FL 33028 TERRY NEWSOME JR LABOR TRUSTEE - CO-CHAIR 2.00 50.00 X 0 113773 0 DAVID EVANS LABOR TRUSTEE 2.00 50.00 X 0 97785 0 JARRET WADE LABOR TRUSTEE 2.00 50.00 X 0 97785 0 STEVE NEWSOME LABOR TRUSTEE 2.00 50.00 X 0 97785 0 JIM ESTABROOK MANAGEMENT TRUSTEE 2.00 X 0 0 0 ANDY SUMPTER MANAGEMENT TRUSTEE 2.00 X 0 0 0 JIM F THOMAS MANAGEMENT TRUSTEE 2.00 X 0 0 0 JOHN MCKENNY MANAGEMENT TRUSTEE 2.00 X 0 0 0 JON STERLING MANAGEMENT TRUSTEE - CO-CH 2.00 X 0 0 0 ALAN TOMBERLIN LABOR TRUSTEE 2.00 50.00 X 0 101898 0 0 509026 0 0 0 0 0 INDEPENDENCE BLUE CROSS 1901 MARKET STREET 34TH FLOOR PHILADELPHIA PA 19103 CLAIMS PROCESSING 853159 NATIONAL EMPLOYEE BENEFIT ADMINISTRATION 2010 NW 150TH AVE 200 PEMBROKE PINES FL 33028 TPA 701436 HORIZON ACTUARIAL SERVICES 8601 GEORGIA AVE 700 SILVER SPRINGS MD 20910 ACTUARIAL 144753 3 EMPLOYER CONTRIBUTIONS 900099 34708998 34708998 EMPLOYEE CONTRIBUTIONS 900099 2209753 2209753 OTHER INCOME 900099 140842 140842 37059593 1312802 1312802 4824615 5297346 -472731 -472731 -472731 37899664 37059593 0 840071 27619489 39291 36350 76154 1714766 79163 9966 3404 3291 REGULATORY FEES AND TAX 89785 29671659 6945076 6213727 10347076 18911957 3317788 4802203 2412 8098 20522805 21704285 41135157 51640270 128627 295799 128627 295799 X 0 0 0 0 41006530 51344471 41006530 51344471 41135157 51640270 8228005 2109936 0 X X 0 1 X 1 0 0 X 39792604 2109936 2109936 37682668 76154 140842 216996 37899664 29454663 -140842 -140842 29595505 76154 76154 29671659 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBROGATION 140,842. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBROGATION -140,842. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP EXISTS BETWEEN TERRY NEWSOME JR AND STEVE NEWSOME FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS RESERVED TO MEMBERS FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES MEET QUARTERLY TO REVIEW ALL POLICIES IN FORCE THEIR STRICT ADHERENCE TO THEM FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990. PART XII, LINE 2C: THE PROCESS IS THE SAME AS THE PRIOR YEAR. 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