UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND (EIN 23-7401847)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-15
IRS object ID
202121969349301732
Schema version
2019v5.2
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)
Return2021-07-15T12:55:25-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18182 MARYLAND AVE SUITE 900AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631053915ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237401847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD AND COMMERCIAL WORKERS UNIONBusinessNameLine1Txt
Business Name Line2WORKERS UNION LOCAL NO 655 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3148352700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113537 BARRETT PKWY DRIVE SUITE 10AddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID COOKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3148352700PhoneNum
Signature2021-06-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS WILSONPreparerPersonNm
PTINP01291009PTIN
Phone3142414100PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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 PKWY DRIVE SUITE 100AddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$58,046,423GrossReceiptsAmt
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 Independent10VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$80,248,367PYProgramServiceRevenueAmt
CY Program Service Revenue$56,921,840CYProgramServiceRevenueAmt
PY Investment Income$1,323,039PYInvestmentIncomeAmt
CY Investment Income$1,115,757CYInvestmentIncomeAmt
PY Other Revenue$42,413PYOtherRevenueAmt
CY Other Revenue$8,826CYOtherRevenueAmt
PY Total Revenue$81,613,819PYTotalRevenueAmt
CY Total Revenue$58,046,423CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$82,020,083PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$63,084,987CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,163,994PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,067,461CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,708,052PYOtherExpensesAmt
CY Other Expenses$3,374,358CYOtherExpensesAmt
PY Total Expenses$86,892,129PYTotalExpensesAmt
CY Total Expenses$67,526,806CYTotalExpensesAmt
PY Revenues Less Expenses-$5,278,310PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,480,383CYRevenuesLessExpensesAmt
Total Assets BOY$59,149,652TotalAssetsBOYAmt
Total Assets EOY$49,453,374TotalAssetsEOYAmt
Total Liabilities BOY$2,194,954TotalLiabilitiesBOYAmt
Total Liabilities EOY$102,913TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,954,698NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,350,461NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE HEALTH AND WELFARE FUND BENEFIT COVERAGE INCLUDING MEDICAL, PHARMACY, DENTAL, VISION, AND SHORT-TERM DISABILITY FOR COVERED MEMBERS AND THEIR ELIGIBLE 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 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 Document2486IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
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 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 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 Line1FUND MANAGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3148352700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113537 BARRETT PKWY DRIVE SUITE 100AddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 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
GARRY TORPEA
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
BRANDIE M LAWSON
FUND MANAGER40.00$75,750$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$75,750TotalReportableCompFromOrgAmt
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$53,982,740$53,982,740
EMPLOYEE CONTRIBUTIONS525100$2,939,100$2,939,100
FieldValueIRS element (for citing)
Total Program Service Revenue$56,921,840TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,115,757TotalRevenueColumnAmt
Exclusion$1,115,757ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business525100BusinessCd
Total Revenue Column$8,826TotalRevenueColumnAmt
Related Or Exempt Func Income$8,826RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,826OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,046,423TotalRevenueColumnAmt
Related Or Exempt Func Income$56,930,666RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,115,757ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$63,084,987TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$75,750TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$804,935TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$89,974TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,442TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$68,360TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$82,090TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,627TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$38,039TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$139,061TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,168TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,038TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$105,381TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
NETWORK PROVIDER ACCESS$2,085,993
INFORMATION TECHNOLOGY$211,348
BENEFIT CONSULTING SERV$194,668
POSTAGE$182,170

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$237,775TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$67,526,806TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$350,653BOYAmt
EOY$6,414,179EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,048,664BOYAmt
EOY$4,757,396EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$78,279BOYAmt
EOY$103,220EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$679,303LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$542,188LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$120,817BOYAmt
EOY$137,115EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,551,239BOYAmt
EOY$38,041,464EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$59,149,652BOYAmt
EOY$49,453,374EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$102,492BOYAmt
EOY$102,913EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,092,462BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,194,954BOYAmt
EOY$102,913EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,954,698BOYAmt
EOY$49,350,461EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,954,698BOYAmt
EOY$49,350,461EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$59,149,652BOYAmt
EOY$49,453,374EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$9,480,383ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,876,146NetUnrlzdGainsLossesInvstAmt
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$39,801DepreciationAmt
Book Value$64,720BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$574,782OtherCostOrOtherBasisAmt
Depreciation$502,387DepreciationAmt
Book Value$72,395BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$137,115TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$59,922,569TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,876,146NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,876,146RevenueNotReportedAmt
Revenue Subtotal$58,046,423RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$58,046,423TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$67,526,806TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$67,526,806ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$67,526,806TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FUND FOLLOWS ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY AUTHORITIES. THE FUND HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THE RULES. THE FUND WOULD BE LIABLE FOR INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS. THE FUND'S FORMS 5500 AND 990 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES THROUGH THE APPLICABLE STATUTE OF LIMITATIONS.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 INDEPENDENT GOVERNING BODY REVIEWS AND ESTABLISHES THE COMPENSATION 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 2CTHE TRUSTEES ASSUME THE RESPONSIBILITY 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 UNION LOCAL 655BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 WEIDMAN ROADAddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63011ZIPCd
FieldValueIRS element (for citing)
Legal Domicile StateMOLegalDomicileStateCd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (40 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
BILL'S IGA
CONTRIBUTING EMPLOYERMO0
CAPRI IGA 881 CORP
CONTRIBUTING EMPLOYERMO0
COWLEY DISTRIBUTING INC
CONTRIBUTING EMPLOYERMO0
DARLING INTERNATIONAL
CONTRIBUTING EMPLOYERMO0
DIERBERGS MARKET
CONTRIBUTING EMPLOYERMO0
DONS HARDWARE
CONTRIBUTING EMPLOYERMO0
DOUBLE G BRANDS INC
CONTRIBUTING EMPLOYERMO0
EDMONDS CHILE CO
CONTRIBUTING EMPLOYERMO0
FRICKS MKT
CONTRIBUTING EMPLOYERMO0
HAPSTONE LITTLE DEBBIE
CONTRIBUTING EMPLOYERMO0
HARMONS IGA-MDS
CONTRIBUTING EMPLOYERMO0
HIGHLAND TRU BUY
CONTRIBUTING EMPLOYERIL0
HOLTEN MEAT INC
CONTRIBUTING EMPLOYERMO0
KROGER CO
CONTRIBUTING EMPLOYERMO0
MID TOWNE MARKET
CONTRIBUTING EMPLOYERMO0
MILLER HAM COMPANY
CONTRIBUTING EMPLOYERMO0
MILLSTADT IGA
CONTRIBUTING EMPLOYERIL0
MOORE FUNERAL HOME
CONTRIBUTING EMPLOYERMO0
PRICE CHOPPER WAREHOUSE FOODS
CONTRIBUTING EMPLOYERMO0
RANDY'S MARKET
CONTRIBUTING EMPLOYERMO0
RED BUD IGA MDS
CONTRIBUTING EMPLOYERIL0
ROZIER GROCERY
CONTRIBUTING EMPLOYERMO0
RUSSELL FURNITURE COMPANY INC
CONTRIBUTING EMPLOYERMO0
SCHNUCKS MARKETS INC
CONTRIBUTING EMPLOYERMO0
SIKA CORPORATION
CONTRIBUTING EMPLOYERMO0
SINCLAIR FOODS SOUTH MDS
CONTRIBUTING EMPLOYERMO0
ST LOUIS AREA MAPS INC
CONTRIBUTING EMPLOYERMO0
ST LOUIS LABOR COUNCIL
CONTRIBUTING EMPLOYERMO0
STE GENEVIEVE COUNTRY MART ROZIE
CONTRIBUTING EMPLOYERMO0
STRAUBS MARKETS
CONTRIBUTING EMPLOYERMO0
SUPERVALU 534 CLERKS
CONTRIBUTING EMPLOYERMO0
TOMS SUPERMARKET
CONTRIBUTING EMPLOYERMO0
UFCW LOCAL 655 FAIR
CONTRIBUTING EMPLOYERMO0
UFCW LOCAL 655 UNION OFFICE
CONTRIBUTING EMPLOYERMO0
VISION CARE ASSOCIATES
CONTRIBUTING EMPLOYERMO0
UFCW PENSION OFFICE
CONTRIBUTING EMPLOYERMO0
NESTLE DSD
CONTRIBUTING EMPLOYERMO0
BIMBO BAKERIES USA
CONTRIBUTING EMPLOYERMO0
MICKELBERRY CORP
CONTRIBUTING EMPLOYERMO0
WELFARE FUND LOCAL 655 OFFICE
CONTRIBUTING EMPLOYERMO0
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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