UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND (EIN 23-2949242)
Tax period
2023-05-01 to 2024-04-30
Filed
2025-02-15
IRS object ID
202500469349300825
Schema version
2023v6.0
Note
A later return for the same period supersedes this one.
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)
Return2025-02-15T14:13:38-06:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205367494PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALAN ROSS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 HEARTHSTONE COURT SUITE 100AddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232949242EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UFCW 1776 & PARTICIPATING EMPLOYERSBusinessNameLine1Txt
Business Name Line2HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUFCWBusinessNameControlTxt
Phone6109419400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13031-B WALTON ROADAddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDELL W YOUNG IVPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6109419400PhoneNum
Signature2025-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID S ROSS CPAPreparerPersonNm
PTINP01706199PTIN
Phone6107799555PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWENDELL W YOUNG IVPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13031-B WALTON ROADAddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$132,403,506GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1967FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE FUND IS A MULTIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND UFCW LOCAL UNION 1776.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$72,270,061PYProgramServiceRevenueAmt
CY Program Service Revenue$51,454,780CYProgramServiceRevenueAmt
PY Investment Income$1,578,205PYInvestmentIncomeAmt
CY Investment Income$3,722,108CYInvestmentIncomeAmt
PY Other Revenue$9,587PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$73,857,853PYTotalRevenueAmt
CY Total Revenue$55,176,888CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$38,727,351PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$41,255,047CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,706,906PYOtherExpensesAmt
CY Other Expenses$7,700,445CYOtherExpensesAmt
PY Total Expenses$47,434,257PYTotalExpensesAmt
CY Total Expenses$48,955,492CYTotalExpensesAmt
PY Revenues Less Expenses$26,423,596PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,221,396CYRevenuesLessExpensesAmt
Total Assets BOY$86,110,249TotalAssetsBOYAmt
Total Assets EOY$88,360,509TotalAssetsEOYAmt
Total Liabilities BOY$5,015,456TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,744,278TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$81,094,793NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$86,616,231NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND IS A MULTIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND UFCW LOCAL UNION 1776.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$48,955,492ExpenseAmt
DescMEDICAL AND HEALTH BENEFITS FOR UNION PARTICIPANTSDesc
Total Program Service Expenses$48,955,492TotalProgramServiceExpensesAmt
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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Required0ScheduleJRequiredInd
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 Document73IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTHCARE STRATEGIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6109419400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13031B WALTON ROADAddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WENDELL W YOUNG IV
UNION TRUSTEE1.00Yes (X)$0$0$0
LEN PURNELL
UNION TRUSTEE1.00Yes (X)$0$0$0
DANEEN BOYCE
UNION TRUSTEE1.00Yes (X)$0$0$0
MARK JACOBS
UNION TRUSTEE1.00Yes (X)$0$0$0
NANCY YOUNG
UNION TRUSTEE1.00Yes (X)$0$0$0
ROB MCVEIGH
UNION TRUSTEE1.00Yes (X)$0$0$0
DAN DOSENBACH
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
MAUREEN SKEDZIELEWSKI
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JOAN WILLIAMS
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
LISSA WOLCOTT
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTHCARE STRATEGIES INC
3031-B WALTON ROADPLYMOUTH MEETINGPA19462PLAN ADMINSTRATION$3,831,013
INDEPENDENCE BLUE CROSS
1901 MARKET STREETPHILADELPHIAPA19103CLAIMS PROCESSING$1,423,918
BOLTON PARTNERS NORTHEAST
325 SENTRY PARKWAYBLUE BELLPA19422ACTUARY SERVICES$202,500
MENTAL HEALTH CONSULTANTS
1501 LOWER STATE ROADNORTH WALESPA19454HEALTH CARE MGMNT$181,526
WELLS FARGO ADVISORS
2005 S EASTON ROADDOYLESTOWNPA18901INVESTMENT CUSTODIAN$142,252
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$49,308,823$49,308,823
PARTICIPANT CONTRIBUTIONS525100$2,145,957$2,145,957
FieldValueIRS element (for citing)
Total Program Service Revenue$51,454,780TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,818,976TotalRevenueColumnAmt
Exclusion$2,818,976ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$78,129,750SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,226,618SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$903,132SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$903,132TotalRevenueColumnAmt
Exclusion$903,132ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,176,888TotalRevenueColumnAmt
Related Or Exempt Func Income$51,454,780RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,722,108ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$41,255,047TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,831,013TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$147,702TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$152,252TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$220,128TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$39,193TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$38,197TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$65,436TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,610TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PRESCRIPTION, DENTAL AN$1,719,405
STOP LOSS INSURANCE$1,028,121
COMPUTER EXPENSE$368,812
POSTAGE & DELIVERY$41,641

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,935TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$48,955,492TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$29,451,652BOYAmt
EOY$29,551,164EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,413,692BOYAmt
EOY$10,093,593EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$330,505BOYAmt
EOY$467,602EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,189,381LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$816,002LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$404,445BOYAmt
EOY$373,379EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,860,955BOYAmt
EOY$46,225,771EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,649,000BOYAmt
EOY$1,649,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$86,110,249BOYAmt
EOY$88,360,509EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$145,189BOYAmt
EOY$202,430EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,870,267BOYAmt
EOY$1,541,848EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,015,456BOYAmt
EOY$1,744,278EOYAmt
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$81,094,793BOYAmt
EOY$86,616,231EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,094,793BOYAmt
EOY$86,616,231EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,110,249BOYAmt
EOY$88,360,509EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,221,396ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$699,958NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,189,381OtherCostOrOtherBasisAmt
Depreciation$816,002DepreciationAmt
Book Value$373,379BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$373,379TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
HEALTH CLAIMS PAYABLE$1,016,229
PRESCRIPTION BENEFITS PAYABLE$478,487
VISION CLAIMS PAYABLE$13,169
CHILDCARE BENEFITS PAYABLE$20,489
DUE TO AFFILIATES$13,474
FieldValueIRS element (for citing)
Total Liability$1,541,848TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$54,324,678TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$699,958NetUnrealizedGainsInvstAmt
Revenue Not Reported-$699,958RevenueNotReportedAmt
Revenue Subtotal$55,024,636RevenueSubtotalAmt
Investment Expenses Not Incld$152,252InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$152,252RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$55,176,888TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$48,250,796TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$48,250,796ExpensesSubtotalAmt
Investment Expenses Not Incld2$152,252InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$552,444OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$704,696ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$48,955,492TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES THAT IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO APRIL 30, 2022.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN CURRENT BENEFIT OBLIGATIONS 552,444.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT QUALIFIED PUBLIC ACCOUNTANTS WHICH ALSO PERFORM AN AUDIT OF THE FUND'S BOOKS AND RECORDS. THE COMPLETED FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND IS SUBJECT TO ERISA AND THE TRUSTEES CONFORM TO ITS REGULATIONS. SECTION 404 AND 406 OF ERISA CONTAIN STRICT FIDUCIARY RULES AND CONFLICTS OF INTEREST PROHIBITIONS. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF FUND'S PROFESSIONALS.
FORM 990, PART VI, SECTION C, LINE 19AS REQUIRED BY ERISA THE FUND'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FUND'S ADMINISTRATOR.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES IS THE GOVERNING BODY THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776
3031-A WALTON ROADPLYMOUTH MEETINGPA19462230725077LABOR UNIONPA501(C)(5)0
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND
3031-B WALTON ROADPLYMOUTH MEETINGPA19462236461717ERISA PLANPA4010

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

EINEINPrimary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ACME MARKET
231622702CONTRIBUTING EMPLOYER0
BROWN'S SHOPRITE
222813419CONTRIBUTING EMPLOYER0
CITTERIO USA CORP
CONTRIBUTING EMPLOYER0
HANOVER FOODS
CONTRIBUTING EMPLOYER0
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ACME MARKETS
S$20,633,020PER COLLECTIVE BARGAINING AGREEME
SHOP RITE BROWNS
S$3,879,465PER COLLECTIVE BARGAINING AGREEME
CITTERIO USA CORP
S$7,415,229PER COLLECTIVE BARGAINING AGREEME
HANOVER FOODS
S$908,086PER COLLECTIVE BARGAINING AGREEME
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776
S$750,382PER COLLECTIVE BARGAINING AGREEME
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776
K$26,334FAIR MARKET VALUE

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