UFCW NATIONAL HEALTH AND WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UFCW NATIONAL HEALTH AND WELFARE FUND (EIN 22-1458594)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-05-29
IRS object ID
202411509349300126
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-29T10:42:39-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221458594EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UFCW NATIONAL HEALTH AND WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUFCWBusinessNameControlTxt
Phone2015698801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 GRAND AVENUEAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE J ORLANDOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2015698801PhoneNum
Signature2024-05-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastORLANDOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2024-05-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE J ORLANDOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 GRAND AVENUEAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$163,596,365GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1947FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTHE PLAN PROVIDES HOSPITAL, MAJOR MEDICAL, SURGICAL, DISABILITY, PRESCRIPTION DRUG, DEATH AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ALL HEALTH, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFITS ARE SELF-FUNDED.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$148,407,271PYProgramServiceRevenueAmt
CY Program Service Revenue$146,488,263CYProgramServiceRevenueAmt
PY Investment Income$2,710,548PYInvestmentIncomeAmt
CY Investment Income$4,528,020CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$151,117,819PYTotalRevenueAmt
CY Total Revenue$151,016,283CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$142,242,080PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$121,973,719CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,109,276PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,241,212CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,221,108PYOtherExpensesAmt
CY Other Expenses$2,321,551CYOtherExpensesAmt
PY Total Expenses$147,572,464PYTotalExpensesAmt
CY Total Expenses$127,536,482CYTotalExpensesAmt
PY Revenues Less Expenses$3,545,355PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,479,801CYRevenuesLessExpensesAmt
Total Assets BOY$113,084,722TotalAssetsBOYAmt
Total Assets EOY$141,621,766TotalAssetsEOYAmt
Total Liabilities BOY$3,030,512TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,075,311TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$110,054,210NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$138,546,455NetAssetsOrFundBalancesEOYAmt
MissionTHE PLAN PROVIDES HOSPITAL, MAJOR MEDICAL, SURGICAL, DISABILITY, PRESCRIPTION DRUG, DEATH AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ALL HEALTH, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFITS ARE SELF-FUNDED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE FUND PROVIDES MEDICAL, HOSPITAL, PRESCRIPTION DRUGS, DEATH AND VISION BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOARD OF TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2015698801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 GRAND AVENUEAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
FRANK J RUNEY
TRUSTEE2.00Yes (X)$0$125,891$0
GEORGE J ORLANDO
TRUSTEE-CHAIRMAN5.00Yes (X)$0$0$0
GERALDINE SENACK
TRUSTEE2.00Yes (X)$0$0$0
JAMES BLAU
TRUSTEE2.00Yes (X)$0$0$0
JOHN PEPE
TRUSTEE2.00Yes (X)$0$0$0
MICHELLE LEWIS
TRUSTEE2.00Yes (X)$0$0$0
BOB BLAIR
TRUSTEE2.00Yes (X)$0$0$0
REBECCA REED
TRUSTEE2.00Yes (X)$0$0$0
GLENN DIBIASI
FUND ADMINISTRATOR40.00$280,463$0$42,225Yes (X)
BRENDA GARMA
ASSOCIATE EXECUTIVE DIRECTOR40.00$120,327$0$42,188Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$400,790TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$125,891TotReportableCompRltdOrgAmt
Total Other Compensation$84,413TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HORIZON BLUE CROSS BLUE SHIELD
3 PENN PLAZA EAST PP-04KNEWARKNJ07105CLAIMS ADMINISTRATION$2,875,596
EMPIRX HEALTH LLC
155 CHESTNUT RIDGE RD SUITE 103MONTVALENJ07645CLAIMS ADMINISTRATION$2,643,398
THE SEGAL COMPANY
333 WEST 34TH STREETNEW YORKNY10001CONSULTING/ACTUARIAL FEES$364,183
CONIFER VALUE BASED CARE LLC
15821 VENTURA BLVD STE 600ENCINOCA91436COST CONTAINMENT$323,533
HEALTHSMART CARE MGMT SOLUTION
222 WEST LAS COLINAS BOULEVARD STEIRVINGTX75039HEALTH CARE MANAGEMENT$211,204
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$145,586,120$145,586,120
PARTICIPANT AND RETIREE CONTRIBUT525100$635,174$635,174
MEDICARE PART D REIMB.525100$266,969$266,969
FieldValueIRS element (for citing)
Total Program Service Revenue$146,488,263TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,344,604TotalRevenueColumnAmt
Exclusion$4,344,604ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,763,498SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,580,082SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$183,416SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$183,416TotalRevenueColumnAmt
Exclusion$183,416ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$151,016,283TotalRevenueColumnAmt
Related Or Exempt Func Income$146,488,263RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,528,020ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$121,973,719TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$343,283TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,614,857TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$304,617TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$829,215TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$149,240TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$224,078TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$141,051TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$179,955TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$595,409TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$430,200TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$327,661TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$228,960TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$56,032TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,945TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$60,966TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTEMPORARY STAFFDesc
Total$16,294TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$127,536,482TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,952,175BOYAmt
EOY$992,584EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,102,495BOYAmt
EOY$41,444,951EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$940,594BOYAmt
EOY$4,143,272EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$53,940BOYAmt
EOY$35,218EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$489,269LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$117,662LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$263,508BOYAmt
EOY$371,607EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$81,116,133BOYAmt
EOY$88,307,287EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$1,430,841EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,655,877BOYAmt
EOY$4,896,006EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,084,722BOYAmt
EOY$141,621,766EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$682,083BOYAmt
EOY$806,760EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,317,551BOYAmt
EOY$830,494EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30,878BOYAmt
EOY$1,438,057EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,030,512BOYAmt
EOY$3,075,311EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$110,054,210BOYAmt
EOY$138,546,455EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,054,210BOYAmt
EOY$138,546,455EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,084,722BOYAmt
EOY$141,621,766EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$23,479,801ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,924,250NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,088,194OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$413,108OtherCostOrOtherBasisAmt
Depreciation$63,944DepreciationAmt
Book Value$349,164BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,161OtherCostOrOtherBasisAmt
Depreciation$53,718DepreciationAmt
Book Value$22,443BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$371,607TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$1,438,057Amt
FieldValueIRS element (for citing)
Total Liability$1,438,057TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$154,760,578TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,924,250NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,924,250RevenueNotReportedAmt
Revenue Subtotal$150,836,328RevenueSubtotalAmt
Investment Expenses Not Incld$179,955InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$179,955RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$151,016,283TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$127,356,527TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$127,356,527ExpensesSubtotalAmt
Investment Expenses Not Incld2$179,955InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$179,955ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$127,536,482TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GLENN DIBIASI
FUND ADMINISTRATOR$280,463$0$0$0$0$0$21,013$0$21,212$0$322,688$0$0$0
BRENDA GARMA
ASSOCIATE EXECUTIVE DIRECTOR$120,327$0$0$0$0$0$20,976$0$21,212$0$162,515$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BUFCW NATIONAL HEALTH AND WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE FUND ADMINISTRATOR FOR INITIAL REVIEW BEFORE BEING PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12CUFCW NATIONAL HEALTH & WELFARE FUND MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF PLAN SERVICE PROVIDERS IS SUBJECT TO APPROVAL OF THE BOARD OF TRUSTEES UNDER THE PLAN'S TRUST AGREEMENTS. PERSONS WITH A CONLFICT OF INTEREST WITH RESPECT TO A COMPENSATION ARRANGEMENT WILL NOT BE INVOLVED. DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IS USED. CONTEMPORANEOUS DOCUMENTATION AND REORDS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MADE AND KEPT.
FORM 990, PART VI, SECTION C, LINE 19UFCW NATIONAL HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:COMPENSATION - RETIREMENT BENEFITS ADJUSTMENT 1,088,194.
FORM 990, PART XII, LINE 2C:UFCW NATIONAL HEALTH AND WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND
66 GRAND AVENUEENGLEWOODNJ07631221458594PENSION FUNDNJ401(A)/501(A)0
UFCW LOCAL UNION 791
55 NORFOLK AVESOUTH EASTONMA02375237281421LABOR UNIONMA501(C)(5)0
METROPOLITAN BALTIMORE COUNCIL
2701 W PATAPSCO AVE 110BALTIMOREMD21230526068046LABOR UNIONMD501(C)(5)0
UFCW LOCAL UNION 18
3163 EAST TREMONT AVEBRONXNY10461130664176LABOR UNIONNY501(C)(5)0
UFCW LOCAL UNION 22D
8402 18TH AVENUEBROOKLYNNY11214131471825LABOR UNIONMO501(C)(5)0
UFCW LOCAL UNION 186D
329 DOWNEYMODESTOCA95354941549203LABOR UNIONCA501(C)(5)0
UFCW LOCAL 496
2901 RIDGELAKE DR STE 202METAIRIELA70002720225967LABOR UNIONLA501(C)(5)0
SHEET METAL AIR RAIL & TRANSPORTATION WORKERS LOCAL 103
5250 N MONTANA AVEHELENAMT59602810378730LABOR UNIONMT501(C)(5)0
UFCW LOCAL 324
8530 STANTON AVEBUENA PARKCA90620951444467LABOR UNIONCA501(C)(5)0
UFCW LOCAL 1428
705 W ARROW HWYCLAREMONTCA91711951408369LABOR UNIONCA501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (100 entries)

SHAWS
316 FLORENCE (CATALYST)
4158 PICO HLDGS - MIDCITY
AKZO NOBEL INC COBRA
ALBERTSON COMPANIES LLC
ALMADEN WINE CELLARS (TWG)
ALSCOAMERICAN LINEN
AOC RESINS
ARAMARK UNIFORM & APPAREL LLC
ARDAGH METAL PACKAGING USA INC
BEST BUDS
BIONETICS CORPORATION
BUFFALO TRACE DISTILLERY INC
CAL HGH LLC DBA CHRONIC LONG
CAMPARI AMERICA LLC DBA SKYY S
CANNABLISS
CANNTECH PA - MANAGEMENT
CATALYST BELLFLOWER
CENTRAL COOP
CHARLES KRUG
COMMUNITY FEDERAL CREDIT UNION
COMPASSIONATE CARE RESEARCH
CONSTELLATION BRANDS US OPERAT
CSL BEHRING
CUNNINGHAM FOOD SERVICES LLC
CURIA NEW YORK (EXTENDED RATE
DELANO GROWERS CORP
DIAGEO NA INC
DIAGEO WINES (UNITED DIST PRO
E&J GALLOFRESNO
EEI EL MONTE
EEI POMONA LLC
F2 PALM DESERT LLC - CATALYST
FOOD FRONT COOPERATIVE GROCERY
FRANKLIN LABS LLC
FROSTBURG VILLAGE ASSISTED LIV
G-3 ENTERPRISES-CLOSURE DIV
GARDEN STATE DISPENSARY COBRA
GARY & LEO'S FRESH FOODS
GENERAL ALUM NEW ENGLAND CORPO
GLEASON CORPORATION INCLA
GLENDIVE BN FEDERAL CREDIT UNI
GLENMORE DISTILLERIESSAZERAC
GOLDEN STATE VINTNER'S (TWG)
HAVE A HEART CC
HEALTHCARE SERVICES GROUP INC
HUHTAMAKI INC
JEFFERSON COMMUNITY CC NON BAR
JIM BEAM BRANDS COCLERMONT
JONES LANG LASALLE AMERICAS I
JST GLOBAL LLC
JUSTIN TANKS LLC
LAZ PARKING
LONG BEACH GREEN ROOM
LONG BEACH WELLNESS CENTER
MARYLAND MEDICAL SOLUTIONS LL
MINNESOTA FREEZER WAREHOUSE CO
MOUNTAINEER PARK INC
MR GREENS CANNABIS
MR NICE GUY
NOURYON INC
PACIFIC ROOTS MARINA
PATRICK ALUMINUM DBA PATRICK M
PENNSYLVANIA DISPENSARY SOLUTI
PENNSYLVANIA MEDICAL SOLUTION
PERNOD RICARD USA
PROFUSION INDUSTRIES LLC
PURADORA LLC - SILVERLAKE
RD SAN BERNARDINO
RED WING SHOE COMPANY INC
RICH'S FOOD TOWN INC
RIEDELL SHOES INC
ROGERS CORPORATION
ROSCOMMON COUNTY TRANSIT AUTHO
ROYAL WINE CORP
SB FOOT TANNING COMPANY
SERVICE LINEN SUPPLY
SHAWS - WELLS
SILGAN CAN COMPANY
SIRA NATURALS
SMITH'S FOOD & DRUG CENTERS I
SOUTH COAST SAFE ACCESS UFCW L
SOUTH CORD HOLDINGS
SOUTHERN GLAZERS WINE & SPIRIT
SPEEDY WEEDY SANTA ANA LLC
STARFIRE LIGHTING INC
STERLING CARE FROSTBURG VILLAG
SUN-MAID GROWERS OF CALIFORNIA
SUPERIOR LINEN SERVICE - NON U
THE STATION
TOMLINSON LINEN
TRIVIUM PACKAGING USA INC
UNION CLUB BAR AND GRILL
VENTURA FOODS LLC#9105
VIE DEL COMPANY INC PLANT I
VISCOFAN USA INC
VIVENDI1013 RET FROM L13
WH BAGSHAW COMPANY INC
WAVESEER OF LAS VEGAS LLC
WEPCO FEDERAL CREDIT UNION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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