UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND (EIN 01-0749311)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-01
- IRS object ID
- 202132449349300218
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-01T10:00:10-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222212404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARATZ & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EVES DRIVE SUITE 100 | AddressLine1Txt |
| City | MARLTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080533196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010749311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW UNIONS & PARTICIPATING | BusinessNameLine1Txt |
| Business Name Line2 | EMPLOYERS HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UFCW | BusinessNameControlTxt |
| Phone | 8567932500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM FERRAINO | PersonNm |
| Person Title | CHAIR/TRUSTEE | PersonTitleTxt |
| Phone | 8567730850 | PhoneNum |
| Signature | 2021-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN FEKETE CPA | PreparerPersonNm |
| PTIN | P00956964 | PTIN |
| Phone | 8569855688 | PhoneNum |
| Preparation | 2021-09-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW HEALTH & WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAM FERRAINO | PrincipalOfficerNm |
| Gross Receipts | $48,594,820 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | BENEFIT FUND | OtherOrganizationDsc |
| Formation | 2002 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PAY HEALTH, LIFE AND LIMITED LEGAL BENEFITS FOR PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,237,184 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,442,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,570 | PYInvestmentIncomeAmt |
| CY Investment Income | $152,588 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $48,497,754 | PYTotalRevenueAmt |
| CY Total Revenue | $48,594,820 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $38,633,436 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $36,410,673 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,941,835 | PYOtherExpensesAmt |
| CY Other Expenses | $4,866,833 | CYOtherExpensesAmt |
| PY Total Expenses | $43,575,271 | PYTotalExpensesAmt |
| CY Total Expenses | $41,277,506 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,922,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,317,314 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,741,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,971,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,595,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,508,575 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,145,784 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,463,098 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PAY HEALTH, LIFE AND LIMITED LEGAL BENEFITS FOR PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 385 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADMINISTRATIVE COMMITTEE | PersonNm |
| Phone | 8567932500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| DEWEY CANNELLA | |||||
| SECRETARY/TR | 1.00 | Yes (X) | $0 | $0 | $0 |
| PATRICK J DURNING | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| SAM FERRAINO | |||||
| CHAIR/TRUSTE | 1.00 | Yes (X) | $0 | $0 | $0 |
| CRAIG HOFFMAN | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| DANIEL KONCZYK | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| GREGORY QUAGLIATO | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| GENE DEL ROSARIO | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| BRIAN STRING | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| TRI-STATE ADMINISTRATORS | |||||||
| TRI-STATE ADMINISTRATORS | 27 ROLAND AVE | 27 ROLAND AVE | MT LAUREL | NJ | 08054 | ADMINISTRATION | $4,619,271 |
| SPEAR WILDERMAN PC | |||||||
| SPEAR WILDERMAN PC | 230 S BROAD ST | 230 S BROAD ST | PHILADELPHIA | PA | 19102 | LEGAL | $447,922 |
| O'BRIEN BELLAND & BUSHINSKY LLC | |||||||
| O'BRIEN BELLAND & BUSHINSKY LLC | 509 S LENOLA RD BLDG 6 | 509 S LENOLA RD BLDG 6 | MOORESTOWN | NJ | 08057 | LEGAL | $206,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $48,362,691 | $48,362,691 |
| EMPLOYEE CONTRIBUTIONS | $79,541 | $79,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,442,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,588 | TotalRevenueColumnAmt |
| Exclusion | $152,588 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,594,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,442,232 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $152,588 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,410,673 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,119 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,100 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMINISTRATOR FEES | $4,597,646 |
| DATA PROCESSING | $122,098 |
| OFFICE EXPENSES | $27,177 |
| ADMINISTRATION-PROJECTS | $21,625 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,068 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,277,506 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,793,257 | BOYAmt |
| EOY | $9,994,492 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,014,785 | BOYAmt |
| EOY | $6,055,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,326,122 | BOYAmt |
| EOY | $4,283,939 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,200 | BOYAmt |
| EOY | $78,862 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,722,332 | BOYAmt |
| EOY | $17,833,676 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,829,353 | BOYAmt |
| EOY | $1,724,748 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,741,384 | BOYAmt |
| EOY | $39,971,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,595,600 | BOYAmt |
| EOY | $8,508,575 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,595,600 | BOYAmt |
| EOY | $8,508,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,145,784 | BOYAmt |
| EOY | $31,463,098 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,145,784 | BOYAmt |
| EOY | $31,463,098 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,741,384 | BOYAmt |
| EOY | $39,971,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,317,314 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,594,820 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $48,594,820 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $48,594,820 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,364,197 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $41,364,197 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$86,691 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$86,691 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $41,277,506 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | BENEFIT PAYABLE ADJUSTMENT -86,691 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS. |
| FORM 990, PAGE 6, PART VI, LINE 3 | DAILY OPERATIONS ARE PERFORMED BY A THIRD-PARTY ADMINISTRATOR (TRI-STATE ADMINISTRATORS). |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WAS REVIEWED BY THE FUND'S BOOKKEEPER, BEFORE BEING SENT TO THE TRUSTEES FOR FINAL REVIEW AND SIGNATURE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNMENT FORMS ARE AVAILABLE FOR REVIEW UPON REQUEST. PARTICIPANTS ARE ABLE TO COME TO THE ADMINISTRATIVE OFFICE AND REQUEST AN OPPORTUNITY TO REIVEW THE FORMS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNITED FOOD & COMMERCIAL WORKERS | ||||||||||
| UNION LOCAL 152 | 3120 FIRE RD STE 201 | EGG HARBOR | NJ | 08234 | 203953178 | UNION | NJ | 501C5 | N/A | false |
| UNITED FOOD & COMMERCIAL WORKERS | ||||||||||
| UNION LOCAL 1360 | 400 COMMERCE LANE | WEST BERLIN | NJ | 08091 | 210546700 | UNION | NJ | 501C5 | N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVC PICTURES LLC | ||||||||||||
| 58 S BROAD ST | WOODBURY | NJ | 08096 | 201580850 | MEDIA | NJ | N/A | false | false | |||
| SHOPRITE OF EDDYSTONE | ||||||||||||
| 1568 CHESTER PIKE | EDDYSTONE | PA | 19022 | 201624507 | GROCERY ST | PA | false | false | COLLINS | FAMILY MARKETS | ||
| EEE ASSOCIATES LLC | ||||||||||||
| 1310 FAIRVIEW RD | DELRAN | NJ | 08075 | 562669847 | GROCERY ST | NJ | false | false | EICKHOFF'S | SUPERMARKETS | SHOPRITE OF ARK RD & RT 38 | |
| FROSTBURG FACILITY OPERATIONS LLC | ||||||||||||
| ONE KAYLOR CIRCLE | FROSTBURG | MD | 21532 | 205111843 | HEALTHCARE | MD | N/A | false | false | |||
| KGJ ASSOCIATES LLC | ||||||||||||
| 1310 FAIRVIEW BLDVD | DELRAN | NJ | 08075 | 432104622 | GROCERY ST | NJ | false | false | EICKHOFF'S | SUPERMARKETS | SHOPRITE OF CINNAMINSON | |
| SHOPRITE OF GLENOLDEN | ||||||||||||
| 140 N MCDADE BLVD | GLENOLDEN | PA | 19036 | 201624507 | GROCERY ST | PA | false | false | COLLINS | FAMILY MARKETS | ||
| SOMERSET HOLDINGS LLC | ||||||||||||
| 1230 BLACKWOOD-CLEMENTON RD | BLACKWOOD | NJ | 08021 | 222385129 | GROCERY ST | NJ | N/A | false | false | |||
| MARLTON SUPERMARKETS INC | ||||||||||||
| 600 KINGS HIGHWAY | CHERRY HILL | NJ | 08034 | 223198687 | GROCERY ST | NJ | false | false | RAVITZ FAM | |||
| MOUNT LAUREL SUPERMARKETS INC | ||||||||||||
| 1000 NIXON DR | MOUNT LAUREL | NJ | 08054 | 223198672 | GROCERY ST | NJ | false | false | RAVITZ FAM | |||
| RACETRACK SUPERMARKET | ||||||||||||
| 600 KINGS HIGHWAY | CHERRY HILL | NJ | 08034 | 223543183 | GROCERY ST | NJ | false | false | RAVITZ FAM | |||
| RAVITZ PRICE RITE | ||||||||||||
| 600 KINGS HIGHWAY | CHERRY HILL | NJ | 08034 | 223198672 | GROCERY ST | NJ | false | false | RAVITZ FAM | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)
| Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ZALLIE SUPERMARKETS INC | ||||||||||||
| ZALLIE SUPERMARKETS INC | 1230 BLACKHORSE PIKE | CLEMENTON | NJ | 08021 | 222385129 | GROCERY ST | NJ | N/A | C CORP | false | ||
| KRE INC | ||||||||||||
| T/A SHOPRITE OF HAINESPORT & RT 38 | 1310 FAIRVIEW BLVD | DELRAN | NJ | 08075 | 300107628 | GROCERY ST | NJ | C CORP | false | EICKHOFF'S | ||
| LION'S GATE | ||||||||||||
| SJF-CCRC INC | 1110 LAUREL OAK RD | VOORHEES | NJ | 08043 | 233701092 | HEALTHCARE | NJ | N/A | C CORP | false | ||
| HFE INC | ||||||||||||
| SHOP RITE OF WILLINGBORO | 1310 FAIRVIEW BLVD | DELRAN | NJ | 08075 | 221859016 | GROCERY ST | NJ | C CORP | false | EICKHOFF'S | ||
| SAKER SHOPRITES INC | ||||||||||||
| SAKER SHOPRITES INC | 922 HIGHWAY 33 | FREEHOLD | NJ | 07728 | 221729304 | GROCERY ST | NJ | N/A | C CORP | false | ||
| PERLMART INC | ||||||||||||
| PERLMUTTER FAMILY SHOPRITES | 954 RT 166 | TOMS RIVER | NJ | 08753 | 222143674 | GROCERY ST | NJ | N/A | C CORP | false | ||
| AHOLD USA INC | ||||||||||||
| AHOLD FINANCIAL SERVICES | 1149 HARRISBURG PIKE | CARLISLE | PA | 17013 | 530073545 | GROCERY ST | PA | N/A | C CORP | false | ||
| BOTTINO'S SUPERMARKETS | ||||||||||||
| 1000 N PEARL | BRIDGETON | NJ | 08302 | 223050074 | GROCERY ST | NJ | N/A | C CORP | false | |||
| BROWN'S SUPERSTORES | ||||||||||||
| 700 DELSEA DR | WESTVILLE | NJ | 08093 | 232795356 | GROCERY ST | PA | C CORP | false | BROWN'S SU | |||
| DELAWARE SUPERMARKETS | ||||||||||||
| 501 S WALNUT ST | WILMINGTON | DE | 19801 | 510363305 | GROCERY ST | DE | C CORP | false | WAKEFERN C | |||
| FRANK M VACCARO & ASSOC INC | ||||||||||||
| 27 ROLAND AVE | MOUNT LAUREL | NJ | 08054 | 232148108 | ADMINISTRA | PA | N/A | C CORP | false | |||
| MARQUIS HEALTH SERVICES | ||||||||||||
| 1608 NJ 88 | BRICKTOWNSHIP | NJ | 08724 | 263237625 | HEALTHCARE | NJ | N/A | C CORP | false | STE 301 | ||
| MURPHYS MARKETS | ||||||||||||
| 381 MEDFORD LAKES | TABERNACLE | NJ | 08088 | 223547084 | GROCERY ST | NJ | N/A | C CORP | false | |||
| SHOP RITE OF MULLICA HILL | ||||||||||||
| 143 BRIDGETON PIKE | MULLICA HILL | NJ | 08062 | 260494691 | GROCERY ST | NJ | C CORP | false | AMMONS | |||
| SHOP RITE OF YARDLEY | ||||||||||||
| 272 RT 31 | FLEMINGTON | NJ | 08822 | 202805115 | GROCERY ST | NJ | C CORP | false | SHOP RITE | |||
| SHOP RITE WEST CHESTER | ||||||||||||
| 236 RARITAN | EDISON | NJ | 088373610 | 232820673 | GROCERY ST | PA | C CORP | false | KTM SUPERM | |||
| TRI-STATE ADMINISTRATORS | ||||||||||||
| 27 ROLAND AVE | MT LAUREL | NJ | 08054 | 223478819 | ADMINISTRA | PA | N/A | C CORP | false | |||
| VILLAGE SUPERMARKETS INC | ||||||||||||
| 733 MOUNTAIN AVE | SPRINGFIELD | NJ | 07081 | 221576170 | GROCERY ST | NJ | N/A | C CORP | false | |||
| BEACON ADMINISTRATORS & CONSULTANTS | ||||||||||||
| 20000 HORIZON WAY | MT LAUREL | NJ | 08054 | 831544721 | ADMINSITRA | NJ | N/A | C CORP | false | SUITE 600 | ||
| HEALTHCARE SERVICES GROUP | ||||||||||||
| 320 TILLMAN DRIVE | BENSALEM | PA | 19020 | 232018365 | HEALTHCARE | PA | N/A | C CORP | false | SUITE 300 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UFCW TRI-STATE HEALTH & WELFARE | ||
| P | $19,439 | PER ALLOCATION |
| UFCW TRI-STATE HEALTH & WELFARE | ||
| P | $10,876 | PER ALLOCATION |
| TRI-STATE ADMINISTRATORS | ||
| L | $4,619,271 | PER CONTRACT/HOURLY RATES |
| TRI-STATE ADMINISTRATORS | ||
| M | $138,747 | PER CBA |
| FRANK M VACARRO & ASSOCIATES | ||
| M | $161,041 | PER CBA |
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