BETA

UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND (EIN 23-7401847)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-11
IRS object ID
202231929349300033
Schema version
2020v4.2
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)
Return2022-07-11T15:02:46-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN430831507PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERS MINKLER HUBER & HELM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 MARKET STREET SUITE 500AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631012501ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237401847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD AND COMMERCIAL WORKERSBusinessNameLine1Txt
Business Name Line2UNION LOCAL NO 655 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3148352700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113537 BARRETT PARKWAY DRIVE NO 100AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID COOKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3148352700PhoneNum
Signature2022-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastCOOKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR CHRISTOPHER MADISONPreparerPersonNm
PTINP00161684PTIN
Phone3146555500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID COOKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113537 BARRETT PARKWAY DRIVE SUITEAddressLine1Txt
Address Line2100AddressLine2Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$73,575,916GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$56,921,840PYProgramServiceRevenueAmt
CY Program Service Revenue$71,311,842CYProgramServiceRevenueAmt
PY Investment Income$1,115,757PYInvestmentIncomeAmt
CY Investment Income$1,691,181CYInvestmentIncomeAmt
PY Other Revenue$8,826PYOtherRevenueAmt
CY Other Revenue$72,682CYOtherRevenueAmt
PY Total Revenue$58,046,423PYTotalRevenueAmt
CY Total Revenue$73,075,705CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$63,084,987PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$69,653,446CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$999,101PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,208,377CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,442,718PYOtherExpensesAmt
CY Other Expenses$3,402,343CYOtherExpensesAmt
PY Total Expenses$67,526,806PYTotalExpensesAmt
CY Total Expenses$74,264,166CYTotalExpensesAmt
PY Revenues Less Expenses-$9,480,383PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,188,461CYRevenuesLessExpensesAmt
Total Assets BOY$49,453,374TotalAssetsBOYAmt
Total Assets EOY$48,304,504TotalAssetsEOYAmt
Total Liabilities BOY$102,913TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,583TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,350,461NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$48,276,921NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$74,264,166ExpenseAmt
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS.Desc
Total Program Service Expenses$74,264,166TotalProgramServiceExpensesAmt
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 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 Document3428IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee20EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Member0IndependentVotingMemberCnt
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 Line1DAVID COOK TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3148352700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113537 BARRETT PARKWAY DRIVE SUITEAddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
NANCY MEYER
TRUSTEE1.00Yes (X)$0$0$0
STEVE POWELL
TRUSTEE1.00Yes (X)$0$0$0
MARK JACOBS
TRUSTEE1.00Yes (X)$0$0$0
DAVID COOK
TRUSTEE1.00Yes (X)$0$0$0
LARRY HUNT
TRUSTEE1.00Yes (X)$0$0$0
NIKKI RICH
TRUSTEE1.00Yes (X)$0$0$0
MIKE WILLIS
TRUSTEE1.00Yes (X)$0$0$0
MARGO QUINLAN
TRUSTEE1.00Yes (X)$0$0$0
ROBERT SPENCE
TRUSTEE1.00Yes (X)$0$0$0
KAREN SETTLEMOIR-BERG
TRUSTEE1.00Yes (X)$0$0$0
GARY TORPEA
EXITING TRUSTEE1.00Yes (X)$0$0$0
BRANDIE LAWSON
FUND MANAGER40.00$76,047$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$76,047TotalReportableCompFromOrgAmt
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
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$68,380,188$68,380,188
EMPLOYEE CONTRIBUTIONS525100$2,931,654$2,931,654
FieldValueIRS element (for citing)
Total Program Service Revenue$71,311,842TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,191,392TotalRevenueColumnAmt
Exclusion$1,191,392ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,000,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$500,211SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$499,789SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$499,789TotalRevenueColumnAmt
Exclusion$499,789ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REFUNDS AND REBATES525100$38,749$38,749
OTHER INCOME525100$33,933$33,933
FieldValueIRS element (for citing)
Other Revenue Total$72,682OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,075,705TotalRevenueColumnAmt
Related Or Exempt Func Income$71,384,524RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,691,181ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$69,653,446TotalAmt
Program Services$69,653,446ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$852,148TotalAmt
Program Services$852,148ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$292,947TotalAmt
Program Services$292,947ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$63,282TotalAmt
Program Services$63,282ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$27,740TotalAmt
Program Services$27,740ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,476TotalAmt
Program Services$61,476ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$88,022TotalAmt
Program Services$88,022ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Program Services$7,500ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$644,763TotalAmt
Program Services$644,763ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$167,349TotalAmt
Program Services$167,349ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,907TotalAmt
Program Services$8,907ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,084TotalAmt
Program Services$18,084ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$186,287TotalAmt
Program Services$186,287ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
NETWORK PROVIDER FEES$1,946,947$1,946,947
CONSULTING FEES$173,909$173,909
BANK CHARGES$38,922$38,922
ACA FEES$31,220$31,220

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,217TotalAmt
Program Services$1,217ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$74,264,166TotalAmt
Program Services$74,264,166ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,414,179BOYAmt
EOY$1,380,330EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,757,396BOYAmt
EOY$7,966,855EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$103,220BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$466,491LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$356,065LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$137,115BOYAmt
EOY$110,426EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,041,464BOYAmt
EOY$38,846,893EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,453,374BOYAmt
EOY$48,304,504EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$102,913BOYAmt
EOY$27,583EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102,913BOYAmt
EOY$27,583EOYAmt
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$49,350,461BOYAmt
EOY$48,276,921EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,350,461BOYAmt
EOY$48,276,921EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,453,374BOYAmt
EOY$48,304,504EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,188,461ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$114,921NetUnrlzdGainsLossesInvstAmt
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 CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$104,521OtherCostOrOtherBasisAmt
Depreciation$44,337DepreciationAmt
Book Value$60,184BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$361,970OtherCostOrOtherBasisAmt
Depreciation$311,728DepreciationAmt
Book Value$50,242BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$110,426TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$73,190,626TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$114,921NetUnrealizedGainsInvstAmt
Revenue Not Reported$114,921RevenueNotReportedAmt
Revenue Subtotal$73,075,705RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$73,075,705TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$74,264,166TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$74,264,166ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$74,264,166TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationIN ACCORDANCE WITH GAAP, THE FUND'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT AS OF AUGUST 31, 2021 AND 2020, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND'S MANAGEMENT BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2018. THE FUND IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND THE TRUSTEES FOR REVIEW AND APPROVAL. UPON APPROVAL, THE FORM 8879 IS SIGNED AND RETURNED TO THE ACCOUNTANTS AUTHORIZING THE FORM 990 TO BE ELECTRONICALLY FILED.
FORM 990, PART VI, SECTION B, LINE 12CEACH MEMBER OF THE GOVERNING BODY IS REQUIRED TO DISCLOSURE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST AT A REGULARLY SCHEDULED TRUSTEE MEETING EACH YEAR. IN THE EVENT OF SUCH A DISCLOSURE, THE OTHER TRUSTEES WILL TAKE APPROPRIATE STEPS TO RESOLVE THE ISSUE.
FORM 990, PART VI, SECTION B, LINE 15BASED ON COMPARABLE COMPENSATION INFORMATION, THE INDEPEDENT GOVERNING BODY REVIEWS AND ESTABLISHES THE COMPENAATION FOR THE FUND MANAGER AND APPROVES THE OVERALL BUDGET FOR COMPENSATION OF PLAN EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST, THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE TO PARTIES WITH A FINANCIAL INTEREST IN THE ORGANIZATION.
FORM 990, PART XII, LINE 2C:THE TRUSTEES ASSUME THE RESPONSIBLITY FOR THE SELECTION, CONTINUANCE AND OVERSIGHT OF THE INDEPENDENT ACCOUNTANTS. THE PRACTICE IS CONSISTENT WITH PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD AND COMMERCIAL WORKERS LOCAL 655BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 WEIDMAN ROADAddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63011ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesLOCAL UNIONPrimaryActivitiesTxt
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (62 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
SCHNUCKS MARKETS CULINA
CONTRIBUTING EMPLOYERMO0
SCHNUCKS FARMINGTON
CONTRIBUTING EMPLOYERMO0
CVS HEALTH
CONTRIBUTING EMPLOYERRI0
CVS HEALTH 881
CONTRIBUTING EMPLOYERRI0
CVS HEALTH LOCAL 2
CONTRIBUTING EMPLOYERRI0
SCHNUCKS - FOCUS ON DES
CONTRIBUTING EMPLOYERMO0
SCHNUCKS COLUMBIA CLERK
CONTRIBUTING EMPLOYERMO0
SCHNUCKS MKT LOCAL 881
CONTRIBUTING EMPLOYERMO0
SCHNUCKS METRO MDS
CONTRIBUTING EMPLOYERMO0
SCHNUCKS 881 CENTRALIA
CONTRIBUTING EMPLOYERMO0
SCHNUCKS MKT LOCAL 4 BA
CONTRIBUTING EMPLOYERMO0
SIKA CORPORATION
CONTRIBUTING EMPLOYERNJ0
MID TOWNE MARKET
CONTRIBUTING EMPLOYERMO0
DIERBERGS MARKET
CONTRIBUTING EMPLOYERMO0
DIERBERGS CENTRAL KITCH
CONTRIBUTING EMPLOYERMO0
DIERBERGS CENTRAL DESIG
CONTRIBUTING EMPLOYERMO0
DIERBERGS METRO MDS
CONTRIBUTING EMPLOYERMO0
DIERBERGS MKT LOCAL 881
CONTRIBUTING EMPLOYERMO0
ST LOUIS AREA MAPS INC
CONTRIBUTING EMPLOYERMO0
STRAUBS
CONTRIBUTING EMPLOYERMO0
PRICE CHOPPER WAREHOUSE
CONTRIBUTING EMPLOYERMO0
FRICKS MKT UNION
CONTRIBUTING EMPLOYERMO0
MOORE FUNERAL HOME
CONTRIBUTING EMPLOYERMO0
HAPSTONE LITTLE DEBBIE
CONTRIBUTING EMPLOYERMO0
NESTLE DSD
CONTRIBUTING EMPLOYERMO0
BIMBO BAKERIES USA
CONTRIBUTING EMPLOYERIA0
ROZIER GROCERY
CONTRIBUTING EMPLOYERMO0
STE GENEVIEVE COUNTRY M
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ROZIER'S COUNTRY MARKET
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ROZIER'S CHESTER MARKET
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FRICKS SULLIVAN
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CAPRI IGA GREENVILLE MD
CONTRIBUTING EMPLOYERMO0
CAPRI IGA HILLSBORO MDS
CONTRIBUTING EMPLOYERMO0
HIGHLAND TRU-BUY MDS
CONTRIBUTING EMPLOYERMO0
MILLSTADT IGA
CONTRIBUTING EMPLOYERIL0
RED BUD IGA MDS
CONTRIBUTING EMPLOYERIL0
RANDY'S MARKET
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BILL'S IGA MDS
CONTRIBUTING EMPLOYERIL0
SINCLAIR FOODS SOUTH-MD
CONTRIBUTING EMPLOYERIL0
TOMS SUPER MKTMASCOUTA
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HARMONS IGA-MDS
CONTRIBUTING EMPLOYERIL0
DARLING INTERNATIONAL
CONTRIBUTING EMPLOYERIA0
EDMONDS CHILE CO
CONTRIBUTING EMPLOYERMO0
MILLER HAM COMPANY
CONTRIBUTING EMPLOYERMO0
HOLTEN MEAT INC
CONTRIBUTING EMPLOYERIL0
MICKELBERRY CORPORATION
CONTRIBUTING EMPLOYERMO0
HOLTEN PLANT MGMTMAINT
CONTRIBUTING EMPLOYERIL0
UFCW LOCAL 655 UNION OF
CONTRIBUTING EMPLOYERMO0
ST LOUIS LABOR COUNCIL
CONTRIBUTING EMPLOYERMO0
WELFARE FUND LOCAL 655
CONTRIBUTING EMPLOYERMO0
UFCW LOCAL 655 FAIR
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UFCW 655 PENSION OFFICE
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TOMS SUPERMARKET
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VISION CARE ASSOCIATES
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RUSSELL FURNITURE COMPA
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MILLSTADT IGA
CONTRIBUTING EMPLOYERIL0
REDBUD IGA 881
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CAPRI IGA 881 CORP
CONTRIBUTING EMPLOYERMO0
CAPRI IGA GREENVILLE 88
CONTRIBUTING EMPLOYERMO0
CAPRI IGA HILLSBORO 881
CONTRIBUTING EMPLOYERMO0
HIGHLAND TRU BUY
CONTRIBUTING EMPLOYERMO0
DONS HARDWARE
CONTRIBUTING EMPLOYERIL0
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 Org0TransferFromOtherOrgInd

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