2025-10-15T20:57:09-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 066061613 ROOFERS LOCAL NO 9 HEALTH FUND ROOF 8602890264 66 CONNECTICUT BLVD EAST HARTFORD CT 06108 MARK CANINO TRUSTEE 8602890264 2025-10-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-15 2024 2025-03-06 01:10:19Z MARK CANINO 66 CONNECTICUT BLVD EAST HARTFORD CT 06108 11639224 0 X N/A X 1952 CT PROVIDE HEALTH AND WELFARE BENEFITS 8 1 0 0 0 0 0 0 3608181 3488674 80671 178434 0 0 3688852 3667108 0 0 3717015 3362965 0 0 0 0 0 278183 290274 3995198 3653239 -306346 13869 4266615 4481791 0 197449 4266615 4284342 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE FUND PROVIDED THE FOLLOWING HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS: HEALTH, PRESCRIPTION DRUG, DENTAL, DISABILITY, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, AND MENTAL HEALTH AND SUBSTANCE ABUSE BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 5 0 0 0 0 0 0 0 0 0 0 0 0 X 8 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X ANNEMARIE BRESCIA 8602890264 66 CONNECTICUT BLVD EAST HARTFORD CT 06108 MICHAEL THOMPSON CO-CHAIR TRUSTEE 2.00 X 0 0 0 ROB PETERSON TRUSTEE 2.00 X 0 0 0 MARK CANINO CO-CHAIR TRUSTEE 2.00 40.00 X 0 97505 0 JOHN MCCONVILLE TRUSTEE 2.00 X 0 0 0 DAVID KLEIN TRUSTEE 2.00 X 0 0 0 JOHN FINAN TRUSTEE 2.00 X 0 0 0 PEDRO RIOS TRUSTEE 2.00 X 0 0 0 TURRONE PEARSON TRUSTEE 2.00 X 0 0 0 0 97505 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 3467610 3467610 EMPLOYEE CONTRIBUTIONS 900099 13776 13776 STOP LOSS REIMBURSEMENT 900099 7288 7288 3488674 86104 86104 8064446 7972116 92330 92330 92330 3667108 3488674 0 178434 3362965 151561 20637 16243 36965 30877 6949 11235 3477 7292 COALITION DUES 3750 PCORI FEES 1288 3653239 749448 984883 24628 214910 3492539 3281998 4266615 4481791 0 197449 0 197449 X 0 0 0 0 4266615 4284342 4266615 4284342 4266615 4481791 13869 3858 0 X X 0 1 X 1 0 0 DUE TO BROKER 197449 197449 X 3634001 3858 3858 3630143 36965 36965 3667108 3616274 0 3616274 36965 36965 3653239 PART X, LINE 2: THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES 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 LINE 11B EXPLANATION - A COPY WAS PROVIDED TO THE GOVERNING BOARD VIA E-MAIL OR PAPER COPY. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN, THE FUND MANAGER AND THE FUND ATTORNEY PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. NO CHANGE FROM PRIOR YEAR. FORM 990, PART XII, LINE 2C: NO CHANGE IN PROCESS FROM PRIOR YEAR. ROOFERS LOCAL NO 9 UNION 114 OLD FORGE RD ROCKY HILL CT 06067 LABOR UNION CT 501(C)5 N/A 0 ROOFERS LOCAL NO 9 PENSION FUND 66 CONNECTICUT BLVD EAST HARTFORD CT 06108 066061612 RETIREMENT PLAN CT 501(A) N/A N/A 0 ROOFERS LOCAL NO 9 SRF 66 CONNECTICUT BLVD EAST HARTFORD CT 06108 061384898 ANNUITY PLAN CT 501(A) N/A N/A 0 ROOFERS LOCAL NO 9 JATF 66 CONNECTICUT BLVD EAST HARTFORD CT 06108 061424383 TRAINING FUND CT 501(C)5 N/A N/A 0 BHI ENERGY SERVICES COMMERCIAL ROOFING & CONTRACTING DAY & ZIMMERMANN (ATLANTIC) ERNEST PETERSON INC GREENWOOD INDUSTRIES INC SILKTOWN ROOFING INC SRF CONTRIBUTIONS THE IMPERIAL COMPANY INC TITAN ROOFING INC YOUNG DEVELOPERS LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ROOFERS LOCAL NO 9 SRF Q 74836 FMV ROOFERS LOCAL 9 PENSION FUND Q 68731 FMV