2024-11-13T10:20:10-06:00 2023-12-31 MILLER KAPLAN ARASE LLP 4123 Lankershim Blvd North Hollywood CA 916022828 990 2023-01-01 237244353 UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH & WELFARE TRUST % BARBARA RAY SOUTHWEST SVC UNIT 6023240545 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 JACQUELINE JONES trustee 6023240545 2024-11-12 true true Edmond Avaness CPA P00966890 8187692010 2023 2024-10-15 13:58:12Z JAMES MCLAUGHLIN 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 245224623 false X N/A X 1968 AZ SEE SCHEDULE O 8 4 0 0 0 0 0 0 198464619 164999037 1003353 7471769 49866 25511 199517838 172496317 0 0 140397039 141789849 0 0 0 0 0 15509224 15592613 155906263 157382462 43611575 15113855 183210848 208190496 50391642 54040204 132819206 154150292 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false true 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 3601 0 true 0 false false false false false false false false X 8 4 false false false false false false false true true false false true false false true true true false X BARBARA RAY SOUTHWEST SVC 6023240545 2550 W UNION HILLS DR 290 PHOENIX AZ 85027 X JAMES MCLAUGHLIN UNION TRUSTEE 0.5 39.5 X 0 310879 12344 AUTUMN MITCHELL UNION TRUSTEE 0.0 40.0 X 0 210351 12344 MARTIN HERNANDEZ UNION TRUSTEE 0.0 40.0 X 0 167947 11144 KAITLYN PIAZZA UNION TRUSTEE 0.0 40.0 X 0 146126 12344 JACQUELINE JONES EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 IAN ADAMS EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 LEROY WESTMORELAND EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 ANDY LUKES EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 0 835303 48176 0 false true false SOUTHWEST SERVICE ADMINISTRATORS IN 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 ADMIN. SERVICES 8582705 BLUE CROSS BLUE SHIELD OF AZ PO BOX 13466 PHOENIX AZ 85210 ADMIN SUPPORT SVCS 2190510 EPLAN 22601 N 19TH AVE STE 240 PHOENIX AZ 85027 ADMIN SUPPORT SVCS 813307 UNITED HEALTHCARE 333 W VINE ST STE 500 LEXINGTON KY 40507 ADMIN SUPPORT SVCS 491250 AMERICAN HEALTH GROUP 2152 S VINEYARD STE 103 MESA AZ 53202 ADMIN SUPPORT SVCS 490261 17 0 EMPLOYER CONTRIBUTIONS 900099 156567545 156567545 0 0 EMPLOYEE CONTRIBUTIONS 900099 8431492 8431492 0 0 164999037 2796178 0 0 2796178 0 0 0 0 0 77403897 72728306 4675591 4675591 0 0 4675591 0 0 0 0 0 0 0 0 0 PREPAID DEDUCTIBLE ACCT PRG FORFEITURES 900099 25511 25511 0 0 25511 172496317 165024548 0 7471769 0 0 0 141789849 0 0 0 0 0 0 6762084 218831 255533 0 0 508817 3475635 0 928801 0 0 0 5766 0 88751 0 0 0 77278 MEDICAL NETWORK ACCESS FEES 2638138 DENTAL NETWORK ACCESS FEES 283270 UTILIZATION REVIEW FEES 277637 PAT-CENTERED OUTCOME FEES 72072 157382462 24025132 0 5499428 42190029 0 0 27085315 54173166 0 0 0 0 0 0 0 0 0 472049 0 0 30487395 39343184 96113578 72012068 0 0 0 0 0 0 183210848 208190496 603697 1019011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 49787945 53021193 50391642 54040204 X 0 0 0 0 132819206 154150292 132819206 154150292 183210848 208190496 15113855 6217231 X false true X true false COMMON COLLECTIVE TRUST 27509497 F PARTNERSHIP 12764721 F 103-12 ENTITIES 31737850 F 72012068 0 BENEFIT OBLIGATIONS 47150200 PREPAID DEDUCTIBLE ACCOUNT 0 PRG FORFEITURES 303169 CHECKING ACCOUNT OVERDRAFT 5567824 53021193 X 178170968 6217231 -542580 5674651 172496317 172496317 156839882 156839882 542580 542580 157382462 PART X, LINE 2: NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF ARIZONA UNDER SECTION 43-1201, ARIZONA REVISED STATUTES. 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. PART XI, LINE 2D: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F AND LINE 11G. PART XII, LINE 4B: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F AND 11G. false false false JAMES MCLAUGHLIN UNION TRUSTEE 0 307476 0 0 0 3403 0 4070 0 8274 0 323223 MARTIN HERNANDEZ UNION TRUSTEE 0 167066 0 0 0 881 0 2870 0 8274 0 179091 AUTUMN MITCHELL UNION TRUSTEE 0 209533 0 0 0 818 0 4070 0 8274 0 222695 KAITLYN PIAZZA UNION TRUSTEE 0 145845 0 0 0 281 0 4070 0 8274 0 158470 Part I, line 1 and part III, lines 1 and 4a: THE UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS. PART VI, LINE 11B: FORM 990 IS PRESENTED FOR REVIEW AND SIGNATURE AT the BOARD OF TRUSTEES MEETING. PART VI, LINES 15A AND 15B: THE BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR "KEY EMPLOYEES", AS DEFINED. PART VI, LINE 19: GOVERNING DOCUMENTS - NO DOCUMENTS are AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS - AUDITED financial STATEMENTS ARE ONLY AVAILABLE UPON REQUEST. UFCW LOCAL NO 99 2401 N Central Ave Fl 2 Phoenix AZ 85004 860042052 LABOR UNION AZ 501(C)(5) N/A NA false DESERT STATES EMPLOYERS & UFCW PENSION 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 846277982 PENSION PLAN AZ 501(A) N/A NA false UFCW LOCAL NO 1564 130 ALVARADO DR NE STE 300 ALBUQUERQUE NM 87108 850093578 labor union NM 501(c)(5) N/A NA false see attached list see attached list false false false false false false false false false false false false false false false true false false true schedule r, parts ii, iii and iv - identification of related tax-exempt organizations, organizations taxable as a partnership, corporation or trust: ace parking albertsons alsco aspen surgical calcot copper queen eurest dining fry's food & drug jbs john brooks LA MONTANITA FOOD CORP. looks good PRINTING mission foods Natural Rx safeway smith's food & drug southwest service administrators ufcw local no. 1564 ufcw local no. 99 united Texas