2025-09-23T20:07:42-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 222846567 THE LODGE 28 HEALTH AND WELFARE ASSOC C/O ALEX HALSTEAD THEL 6102477770 420 ADAIR ROAD HOLMES PA 19043 ALEX HALSTEAD TREASURER 2679840554 2025-09-23 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-09-23 2024 2025-03-06 01:10:19Z DAVE HERBST 420 ADAIR ROAD HOLMES PA 19043 968953 0 X N/A X 1987 PA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) 5 3 0 0 0 0 0 0 155835 149533 13697 95873 0 0 169532 245406 0 0 110737 122242 3258 3801 0 0 0 35432 36353 149427 162396 20105 83010 1781152 1890210 20425 20968 1760727 1869242 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES OF THE F.O.P. LOWER MERION POLICE LODGE #28. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES OF THE F.O.P. LOWER MERION POLICE LODGE #28. 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 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X TREASURER 6102477770 420 ADAIR ROAD HOLMES PA 19043 DAVE HERBST PRESIDENT 1.00 X 2172 0 0 ALEX HALSTEAD TREASURER 1.00 X 2172 0 0 MIKE ALUISE TRUSTEE 1.00 X 0 0 0 DAMIEN EVANS TRUSTEE 1.00 X 0 0 0 GAVIN GOSHINSKI TRUSTEE 1.00 X 0 0 0 4344 0 0 0 0 0 0 0 CONTRIBUTIONS 900099 149533 149533 149533 83013 83013 736407 723547 12860 12860 12860 245406 149533 0 95873 122242 3801 20588 8294 5500 1764 BANK FEES 207 162396 57137 58856 153600 156423 13 1513931 1617516 56484 57402 1781152 1890210 20425 20968 20425 20968 X 0 0 0 0 1760727 1869242 1760727 1869242 1781152 1890210 83010 25505 0 X X 0 1 X 1 0 0 X 262617 25505 25505 237112 8294 8294 245406 154102 0 154102 8294 8294 162396 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. FORM 990, PART VI, SECTION B, LINE 11B THE FILING IS REVIEWED BY THE TREASURER PRIOR TO SIGNING THE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR INSPECTION BY PARTICIPANTS AND BENEFICIARIES UPON REQUEST. FORM 990, PART XII, LINE 2C: THE LODGE 28 HEALTH & WELFARE ASSOCIATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT.