2021-07-15T12:55:25-05:00 2020-08-31 420714325 RSM US LLP 8182 MARYLAND AVE SUITE 900 SAINT LOUIS MO 631053915 990 2019-09-01 237401847 UNITED FOOD AND COMMERCIAL WORKERS UNION WORKERS UNION LOCAL NO 655 WELFARE FUND UNIT 3148352700 13537 BARRETT PKWY DRIVE SUITE 10 BALLWIN MO 63021 DAVID COOK TRUSTEE 3148352700 2021-06-30 1 LOUIS WILSON P01291009 3142414100 2019 2022-09-23 18:48:47Z DAVID COOK 13537 BARRETT PKWY DRIVE SUITE 100 BALLWIN MO 63021 58046423 0 X N/A X 1953 MO TO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS. 10 10 19 0 0 0 0 0 80248367 56921840 1323039 1115757 42413 8826 81613819 58046423 0 0 82020083 63084987 1163994 1067461 0 0 0 3708052 3374358 86892129 67526806 -5278310 -9480383 59149652 49453374 2194954 102913 56954698 49350461 TO PROVIDE HEALTH AND WELFARE BENEFITS TO COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS. 0 0 PROVIDE HEALTH AND WELFARE FUND BENEFIT COVERAGE INCLUDING MEDICAL, PHARMACY, DENTAL, VISION, AND SHORT-TERM DISABILITY FOR COVERED MEMBERS AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2486 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X FUND MANAGER 3148352700 13537 BARRETT PKWY DRIVE SUITE 100 BALLWIN MO 63021 NANCY MEYER TRUSTEE 1.00 X 0 0 0 STEVE POWELL TRUSTEE 1.00 X 0 0 0 MARK JACOBS TRUSTEE 1.00 X 0 0 0 DAVID COOK TRUSTEE 1.00 X 0 0 0 LARRY HUNT TRUSTEE 1.00 X 0 0 0 GARRY TORPEA TRUSTEE 1.00 X 0 0 0 MIKE WILLIS TRUSTEE 1.00 X 0 0 0 MARGO QUINLAN TRUSTEE 1.00 X 0 0 0 ROBERT SPENCE TRUSTEE 1.00 X 0 0 0 KAREN SETTLEMOIR-BERG TRUSTEE 1.00 X 0 0 0 BRANDIE M LAWSON FUND MANAGER 40.00 X 75750 0 0 75750 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 53982740 53982740 EMPLOYEE CONTRIBUTIONS 525100 2939100 2939100 56921840 1115757 1115757 OTHER 525100 8826 8826 8826 58046423 56930666 0 1115757 63084987 75750 804935 89974 28442 68360 82090 37627 38039 139061 34168 26038 105381 NETWORK PROVIDER ACCESS 2085993 INFORMATION TECHNOLOGY 211348 BENEFIT CONSULTING SERV 194668 POSTAGE 182170 237775 67526806 350653 6414179 9048664 4757396 78279 103220 679303 542188 120817 137115 49551239 38041464 59149652 49453374 102492 102913 2092462 0 2194954 102913 X 56954698 49350461 56954698 49350461 59149652 49453374 -9480383 1876146 0 X X 0 1 X 1 0 104521 39801 64720 574782 502387 72395 137115 X 59922569 1876146 1876146 58046423 0 58046423 67526806 0 67526806 0 67526806 PART X, LINE 2: THE 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. FORM 990, PART VI, SECTION B, LINE 11B A 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 12C EACH 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 15 BASED 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 19 UPON 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 RESPONSIBILITY FOR THE SELECTION, CONTINUANCE AND OVERSIGHT OF THE INDEPENDENT ACCOUNTANTS. THE PRACTICE IS CONSISTENT WITH PRIOR YEARS. UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 655 300 WEIDMAN ROAD BALLWIN MO 63011 MO BILL'S IGA CONTRIBUTING EMPLOYER MO 0 CAPRI IGA 881 CORP CONTRIBUTING EMPLOYER MO 0 COWLEY DISTRIBUTING INC CONTRIBUTING EMPLOYER MO 0 DARLING INTERNATIONAL CONTRIBUTING EMPLOYER MO 0 DIERBERGS MARKET CONTRIBUTING EMPLOYER MO 0 DONS HARDWARE CONTRIBUTING EMPLOYER MO 0 DOUBLE G BRANDS INC CONTRIBUTING EMPLOYER MO 0 EDMONDS CHILE CO CONTRIBUTING EMPLOYER MO 0 FRICKS MKT CONTRIBUTING EMPLOYER MO 0 HAPSTONE LITTLE DEBBIE CONTRIBUTING EMPLOYER MO 0 HARMONS IGA-MDS CONTRIBUTING EMPLOYER MO 0 HIGHLAND TRU BUY CONTRIBUTING EMPLOYER IL 0 HOLTEN MEAT INC CONTRIBUTING EMPLOYER MO 0 KROGER CO CONTRIBUTING EMPLOYER MO 0 MID TOWNE MARKET CONTRIBUTING EMPLOYER MO 0 MILLER HAM COMPANY CONTRIBUTING EMPLOYER MO 0 MILLSTADT IGA CONTRIBUTING EMPLOYER IL 0 MOORE FUNERAL HOME CONTRIBUTING EMPLOYER MO 0 PRICE CHOPPER WAREHOUSE FOODS CONTRIBUTING EMPLOYER MO 0 RANDY'S MARKET CONTRIBUTING EMPLOYER MO 0 RED BUD IGA MDS CONTRIBUTING EMPLOYER IL 0 ROZIER GROCERY CONTRIBUTING EMPLOYER MO 0 RUSSELL FURNITURE COMPANY INC CONTRIBUTING EMPLOYER MO 0 SCHNUCKS MARKETS INC CONTRIBUTING EMPLOYER MO 0 SIKA CORPORATION CONTRIBUTING EMPLOYER MO 0 SINCLAIR FOODS SOUTH MDS CONTRIBUTING EMPLOYER MO 0 ST LOUIS AREA MAPS INC CONTRIBUTING EMPLOYER MO 0 ST LOUIS LABOR COUNCIL CONTRIBUTING EMPLOYER MO 0 STE GENEVIEVE COUNTRY MART ROZIE CONTRIBUTING EMPLOYER MO 0 STRAUBS MARKETS CONTRIBUTING EMPLOYER MO 0 SUPERVALU 534 CLERKS CONTRIBUTING EMPLOYER MO 0 TOMS SUPERMARKET CONTRIBUTING EMPLOYER MO 0 UFCW LOCAL 655 FAIR CONTRIBUTING EMPLOYER MO 0 UFCW LOCAL 655 UNION OFFICE CONTRIBUTING EMPLOYER MO 0 VISION CARE ASSOCIATES CONTRIBUTING EMPLOYER MO 0 UFCW PENSION OFFICE CONTRIBUTING EMPLOYER MO 0 NESTLE DSD CONTRIBUTING EMPLOYER MO 0 BIMBO BAKERIES USA CONTRIBUTING EMPLOYER MO 0 MICKELBERRY CORP CONTRIBUTING EMPLOYER MO 0 WELFARE FUND LOCAL 655 OFFICE CONTRIBUTING EMPLOYER MO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0