2024-01-26T17:35:07-06:00 2023-03-31 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-04-01 952301788 UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND FOOD EMPLOYERS BENEFIT FUND % BILL SMITH UNIT 7142202297 6425 KATELLA AVE CYPRESS CA 90630 WILLIAM P SMITH III CONTROLLER 7142202297 2024-01-26 true WILLIAM P SMITH III 999009999 Jeffrey Goss P00349311 8187692010 2 2022 2023-04-26 12:10:37Z ANDREA ZINDER 6425 KATELLA AVE CYPRESS CA 90630 6447866994 false X N/A X 1964 CA TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS. 9 0 14 0 0 0 0 0 621907041 625792287 4095631 2392371 266699 0 626269371 628184658 0 0 584324033 577116249 0 0 0 0 0 26103203 29018741 610427236 606134990 15842135 22049668 452524162 477540179 166350958 174480476 286173204 303059703 TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS. false false TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS. false false false false false false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 7234 0 true 14 true false false false false false false false false 9 0 false false false false false false false true true false false true false false true false X BILL SMITH 7142202297 6425 KATELLA AVE CYPRESS CA 90630 X Robert Carruth CHIEF EXECUTIVE OFFICER 20.0 20.0 X 0 323615 20045 SANDRA CANTU CHIEF OPERATIONS OFFICER 20.0 20.0 X 0 225127 22659 GEORGE GAMIL IT DIRECTOR 20.0 20.0 X 0 198949 15895 MARK STONE DEVELOPMENT & SUPPORT MGR. 20.0 20.0 X 0 171760 22659 JILL PARSONS BENEFIT FUND DIRECTOR 20.0 20.0 X 0 168329 15895 David A Leiser Systems Administrator Manager 20.0 20.0 X 0 154904 22659 William P Smith Controller 20.0 20.0 X 0 154039 15895 JOE DUFFLE TRUSTEE 1.0 0.0 X 0 0 0 SONIA MUNOZ TRUSTEE 1.0 0.0 X 0 0 0 MARK RAMOS TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL STRAETER TRUSTEE 1.0 0.0 X 0 0 0 KATHY FINN TRUSTEE 1.0 0.0 X 0 0 0 BRENT BOHN TRUSTEE 1.0 0.0 X 0 0 0 LEROY WESTMORELAND TRUSTEE 1.0 0.0 X 0 0 0 TODD WALTERS TRUSTEE 1.0 0.0 X 0 0 0 ANDREA ZINDER TRUSTEE 1.0 0.0 X 0 0 0 0 1396723 135707 0 false true false SC UFCW ADMINISTRATION LLC 6425 KATELLA AVE CYPRESS CA 90630 PLAN ADMINISTRATOR 14244588 ANTHEM BLUE CROSS BLUE SHIELD 3075 VANDERCAR WAY CINCINNATI OH 45209 HEALTH PROVIDER 3274858 HEALTH MANAGEMENT CONCEPTS 140 INTRACOASTAL POINTE DR STE 301 JUPITER FL 33477 CONSULTANT 2274556 SEGAL COMPANY 100 MONTGOMERY ST STE 500 SAN FRANCISCO CA 94104 CONSULTANT 792918 SEYFARTH SHAW 2029 CENTURY PARK E LOS ANGELES CA 90067 LEGAL 866987 21 0 EMPLOYER CONTRIBUTIONS 900099 559926051 559926051 0 0 PARTICIPANT CONTRIBUTIONS 900099 65866236 65866236 0 0 625792287 6703145 0 0 6703145 0 0 0 0 0 5815371562 5819682336 -4310774 -4310774 0 0 -4310774 0 0 0 0 0 0 0 0 0 0 628184658 625792287 0 2392371 0 0 0 577116249 0 0 0 0 0 0 20586016 1191363 124700 0 0 621156 2598830 0 1131494 84998 0 0 0 0 0 0 0 0 979528 BANK FEES 198002 PCORI FEES 223491 MISCELLANEOUS 19223 UNION ADMIN SUPPORT 1259940 606134990 9918969 5725751 24190853 83654592 0 0 52023067 52199265 0 0 0 0 0 0 0 0 0 0 0 0 366391273 335960571 0 0 0 0 0 0 0 0 452524162 477540179 18041052 23559724 0 0 0 0 0 0 0 0 0 0 0 0 0 0 148309906 150920752 166350958 174480476 X 0 0 0 0 286173204 303059703 286173204 303059703 452524162 477540179 22049668 -5163169 X false true X true 0 CLAIMS PAYABLE 28752 INCURRED BUT UNPAID CLAIMS RESERVE 67292000 ACCUMULATED ELIGIBILITY RESERVES 83600000 150920752 X 623021489 -5163169 -5163169 628184658 628184658 606134990 606134990 606134990 PART X, LINE 2: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. false true false SANDRA CANTU CHIEF OPERATIONS OFFICER 0 225127 0 0 0 0 0 5936 0 16723 0 247786 Robert Carruth CHIEF EXECUTIVE OFFICER 0 323615 0 0 0 0 0 5251 0 14794 0 343660 GEORGE GAMIL IT DIRECTOR 0 198949 0 0 0 0 0 5936 0 9959 0 214844 JILL PARSONS BENEFIT FUND DIRECTOR 0 168329 0 0 0 0 0 5936 0 9959 0 184224 MARK STONE DEVELOPMENT & SUPPORT MGR. 0 171760 0 0 0 0 0 5936 0 16723 0 194419 David A Leiser Systems Administrator Manager 0 154904 0 0 0 0 0 5936 0 16723 0 177563 William P Smith Controller 0 154039 0 0 0 0 0 5936 0 9959 0 169934 PART VI, LINE 11A: FORM 990 WAS REVIEWED BY THE PLAN ADMINISTRATOR AND CONTROLLER AND IF THERE ARE ANY QUESTIONS OR COMMENTS, SUCH QUESTIONS OR COMMENTS ARE COMMUNICATED TO THE BOARD OF TRUSTEES. PART VI, LINE 19: THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN OFFICE UPON REQUEST. PART VII, SECTION A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY NOT-FOR-PROFIT ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER'S ANNUAL TAX FILINGS. SO CA UFCW UNIONS & FOOD ERS JNT PENSION 6425 KATELLA AVE CYPRESS CA 90630 951939092 PENSION PLAN CA 401A false SEE SUPP INFO SEE SUPP INFO false false false false false false false false false false false false false false false false false false false PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP: THE ADMINISTRATIVE OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE FOR SPECIFIC QUESTIONS. PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE FOR SPECIFIC QUESTIONS.