UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND (EIN 21-0681336)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-15
IRS object ID
202003209349301500
Schema version
2019v5.1
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)
Return2020-11-15T15:07:13-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST WEST HWY 900AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143423ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN210681336EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UFCW LOCAL 152 HEALTH AND WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% FRANK VACCAROInCareOfNm
Business Name ControlUFCWBusinessNameControlTxt
Phone8567931598PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 ROLAND AVENUE Suite 100AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN STRINGPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6097043901PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD L RUVELSONPreparerPersonNm
PTINP00234075PTIN
Phone3012726000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.190.253.84IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220203205000021FederalOriginalSubmissionId
Federal Original Submission Id2020-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
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FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN STRINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 ROLAND AVENUE SUITE 100AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$128,171,438GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1956FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION IS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT COVERS ELIGIBLE MEMBERS OF THE UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 152 AND LOCAL NO. 27.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$119,974,415PYProgramServiceRevenueAmt
CY Program Service Revenue$127,873,146CYProgramServiceRevenueAmt
PY Investment Income$191,998PYInvestmentIncomeAmt
CY Investment Income$298,292CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$120,166,413PYTotalRevenueAmt
CY Total Revenue$128,171,438CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$106,942,594PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$112,908,976CYBenefitsPaidToMembersAmt
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PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,590,317PYOtherExpensesAmt
CY Other Expenses$10,212,783CYOtherExpensesAmt
PY Total Expenses$116,532,911PYTotalExpensesAmt
CY Total Expenses$123,121,759CYTotalExpensesAmt
PY Revenues Less Expenses$3,633,502PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,049,679CYRevenuesLessExpensesAmt
Total Assets BOY$34,561,567TotalAssetsBOYAmt
Total Assets EOY$40,069,209TotalAssetsEOYAmt
Total Liabilities BOY$1,751,009TotalLiabilitiesBOYAmt
Total Liabilities EOY$899,124TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,810,558NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,170,085NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION IS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT COVERS ELIGIBLE MEMBERS OF THE UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 152 AND LOCAL NO. 27 AND THEIR DEPENDENTS, ESTABLISHED PURSUANT TO VARIOUS COLLECTIVE BARGAINING AGREEMENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSERVES AS THE INVESTMENT TRUST TO FUND MEDICAL, HOSPITAL, PRESCRIPTION DRUG, DENTAL, VISION, HEALTH SCREENING, DISABILITY INCOME, LEGAL, AND LIFE INSURANCE BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
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Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
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School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
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Professional FundraisingfalseProfessionalFundraisingInd
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Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
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Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
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Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
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Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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Employee0EmployeeCnt
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Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
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Indoor Tanning ServicesfalseIndoorTanningServicesInd
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Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
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Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
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Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonFRANK VACCAROPersonNm
Phone8566625757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 ROLAND AVENUE SUITE 100AddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Brian String
Chairman1.039.0Yes (X)Yes (X)$0$380,881$22,957
Anthony Benigno
Union Trustee/SEC-TREAS1.039.0Yes (X)$0$309,562$22,516
Eric Masten
Union Trustee1.039.0Yes (X)$0$210,313$26,028
Larry Lucente
Union Trustee1.039.0Yes (X)$0$141,475$22,418
Daniel Dosenbach
Secretary1.039.0Yes (X)Yes (X)$0$0$0
Dewey Cannella
Employer Trustee1.039.0Yes (X)$0$0$0
Patrick Durning
Employer Trustee1.039.0Yes (X)$0$0$0
Steve Moyer
Employer Trustee1.039.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,042,231TotReportableCompRltdOrgAmt
Total Other Compensation$93,919TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

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Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HORIZON BLUE CROSS BLUE SHIELD OF N
THREE PENN PLAZA EASTNEWARKNJ07105ADMINISTRATOR FEE$4,762,988
TRI-STATE ADMINISTRATORS INC
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054PLAN ADMINISTRATOR$4,158,362
O'BRIEN BELLAND BUSHINSKY LLC
509 S LENOLA ROAD BUILDING 6MOORESTOWNNJ08057LEGAL FEE$103,794
ESI - Express Scripts
21653 Network PlaceCHICAGOIL60673Administrator fee$758,784
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS525100$127,036,638$127,036,638
PARTICIPANTS (COBRA)525100$836,508$836,508
FieldValueIRS element (for citing)
Total Program Service Revenue$127,873,146TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

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Total Revenue Column$298,292TotalRevenueColumnAmt
Exclusion$298,292ExclusionAmt

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Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

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Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
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Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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FieldValueIRS element (for citing)
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Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$128,171,438TotalRevenueColumnAmt
Related Or Exempt Func Income$127,873,146RelatedOrExemptFuncIncomeAmt
Exclusion$298,292ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$112,908,976TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

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Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

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Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

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Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

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Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

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Fees For Services Management FeesForServicesManagementGrp

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Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$225,721TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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Total$43,270TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,773,308TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,270TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

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Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,566TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$44,171TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$37,906TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ACA EXCISE FEES$49,326
DUES AND MEMBERSHIP$1,245

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$123,121,759TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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EOY$12,571,079EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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EOY$0EOYAmt

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EOY$5,926,422EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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EOY$0EOYAmt

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Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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BOY$31,502BOYAmt
EOY$24,298EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,335,161BOYAmt
EOY$14,710,579EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,743,545BOYAmt
EOY$6,836,831EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,561,567BOYAmt
EOY$40,069,209EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$573,592BOYAmt
EOY$486,084EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$459,808BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
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EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
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EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$717,609BOYAmt
EOY$413,040EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,751,009BOYAmt
EOY$899,124EOYAmt
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$32,810,558BOYAmt
EOY$39,170,085EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,810,558BOYAmt
EOY$39,170,085EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,561,567BOYAmt
EOY$40,069,209EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,049,679ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,309,848NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
OTHER RECEIVABLES$4,167,952
HOSPITALIZATION DEPOSITS$2,573,319
DUE FROM RELATED ENTITIES$95,560
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,836,831TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescEMPLOYER WITHDRAWAL LIABILITYDesc
Amt$413,040Amt
FieldValueIRS element (for citing)
Total Liability$413,040TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$129,481,286TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,309,848NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,309,848RevenueNotReportedAmt
Revenue Subtotal$128,171,438RevenueSubtotalAmt
Total Revenue Per Form990$128,171,438TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$123,121,759TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$123,121,759ExpensesSubtotalAmt
Total Expenses Per Form990$123,121,759TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2 - FIN 48 FOOTNOTE:FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require management of an entity to evaluate tax positions taken and recognize a tax liability if the entity has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmt
Brian String
Chairman$0$380,881$0$0$0$0$22,957$0$403,838$0$0
Anthony Benigno
Union Trustee/SEC-TREAS$0$309,562$0$0$0$0$22,516$0$332,078$0$0$0
Larry Lucente
Union Trustee$0$141,475$0$0$0$22,418$0$163,893$0$0
Eric Masten
Union Trustee$0$210,313$0$4,340$0$21,688$0$236,341$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS:TRUSTEES BRIAN STRING AND ANTHONY BENIGNO SERVE AS OFFICERS AND LARRY LUCENTE IS AN EMPLOYEE OF UNITED FOOD & COMMERCIAL WORKERS LOCAL 152.
PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES:Employer Trustees are designated by a majority of current seated Employer Trustees. Union Trustees are designated by the Union.
PART VI, SECTION A, LINE 8B - OTHER COMMITTEES WITH AUTHORITY TOACT: THE HEALTH AND WELFARE FUND DOES NOT HAVE ANY OTHER COMMITTEE THAT MAY ACT ON BEHALF OF THE GOVERNING BODY.
PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, ENGAGED BY THE BOARD OF TRUSTEES, IN WHICH A DRAFT COPY OF THE FORM 990 IS ROUTED TO THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY:The Plan is maintained and administered in accordance with ERISA Sections 404 and 406 and the plan's conflict of interest policy is described in ERISA Sections 404 and 406. The Trustees monitor and enforce the Fund's compliance with ERISA with the assistance of the Fund's professionals.
PART VI, SECTION B, LINES 15A & 15B - COMPENSATION REVIEW:the Fund's governing body retains the services of a third party administative consultant who has the ultimate responsibility for implementing the decision of the organizations governing body, and the full governing body reviews and approves the Fund's agreement with the third party administrative consultant's company.
PART VI, SECTION C, LINE 18 - FORM 990 AVAILABILITY TO OTHERS:THE FORM 990 IS AVAILABLE UPON REQUEST FOR A PERIOD OF THREE YEARS FROM THE DUE DATE OF THE RETURN.
PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTSTHE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
Part VI, Section A, Line 4 - changes to governing documents:The Plan amended its trust agreement to delete Article X, provision for Employer Withdrawal Liability.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
UFCW LOCAL 152
3120 Fire Road Ste 201Egg Harbor TwspNJ08234203953178LABOR ORGNJ501(C)(5)N/Afalse
UFCW LOCAL 152 RETAIL MEAT PENSION FUND
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054236209656PENSIONNJ401(A)N/Afalse
Board of Trustees UFCW Local 152 Health
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054PLAN SPONSORNJN/Afalse
UFCW LOCAL 27 AFL-CIO
21 WEST ROADBALTIMOREMD21204521265190LABOR ORGMD501(C)(5)N/Afalse
UFCW LOCAL 152 SAVINGS PLAN
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054236421914PENSIONNJ401(A)falseNA
BOROUGH OF BRADLEY BEACH
N/A
CHESSIE FEDCREDIT UNION
N/A
CO OF MONMOUTH
N/A
FIRST PEOPLES COMM FCU
N/A
OUR LADYS CTR REHAB & HEALTH
N/A
ST MARY'S CTR REHAB & HEALTH
N/A
UNITED METHODIST AT BRISTOL GL
N/A
WEPCO FEDERAL CREDIT UNION
N/A
BISHOP MCCARTHY CTR REHAB & HLT
N/A
Allegany County Hrd
N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Colligas Family MarketBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (93 entries)

ACME PHARMACY
ACME EASTERN SHORE
AUNT KITTY'S FOODS
AUTUMN LAKE HEALTHCARE
AVON FOODS INC
B & A SEAFOOD INC
BARRY CALLEBAUT (USA)
BEEF INTERNATIONAL INC
BERKS PACKING CO INC
BEVCO SERVICE INC
BOTTINO'S SUPERMARKETS
BOTTINO'S-SR LIQUOR
BROWN'S SUPERSTORES
BUMBLE BEE FOODSSNOW DOXEE
CASE PORK ROLL CO INC
CATELLI BROTHERS
CHARTWELLS
CHESAPEAKE OPTICAL LAB
COASTAL POOLS & SPA
COLLINGSWOOD MANOR
CROTHALL HEALTHCAREINC
DE SUPERMARKETS
DELMAR NURSING & REHABILITATIO
DREXELINE SUPERVALU
DS SERVICES OF AMERICA INC
E FRANK HOPKINS CO INC
EAGLEVIEW HEALTH &REHABILITION
EICKHOFF SUPERMARKETS
EMPIRE CRAB INC
ENVIROCHEM INC
ENVIRONMENTAL SERV CONCEPTS
EUROPEAN COFFEE CLASSICS
FAMILY FOODS PRODUCTS INC
FELRA
FELRA-UNITED AMERICA ONLY
FOODTOWN-FOOD CIRCUS
FOODTOWN-JACK'S SPMKTS
FOODTOWN-NICHOLAS MKTS
FOODTOWN-V&V MKTS
FOODTWN-ESTEVEZ MKTS
FROSTBURG HSG
FROSTBURG NURSING
FROSTBURG VIL ASSTLIVING
GEORGE L WELLS MEAT COMPANY
GEORGE'S MARKET AT DRESHERTOWN
GMS ZALLIE HOLDINGS INC
GOYA FOODS INC
INCOLLINGO'S
INCOLLINGO'S IGA
J & J SNACK FOODS CORP
JOHANNA FOODS INC
KRAFT HEINZ FOODS
KUNZLER & COMPANY INC
LASSONDE PAPPAS AND CO INC
LAWRENCE STREET SEAFOOD
LAWRENCE WAREHOUSING
LFM FOOD CORPTA C-TOWN SUPER
LIBERTY BELL STEAK CO
LIONS MANOR NURSING HOME
MARYLAND PLASTICSINC
MEADOW LAKES FACILITY
MURPHY'S AT THE LAKES
MURPHY'S BY THE SEA
MURPHY'S MARKETPLACE-THE PINES
MURPHY'S
OCEANA REHAB
OLD FASHIONED KITCHEN INC
OTTO C RODE INC
PURATOS CORPORATION
R & R SHOPRITE
RALPH & PAUL ADAMS INC
REED & PERRINE
SAKER SHOPRITES
SAMUELS & SON SEAFOOD CO INC
SHOP RITE OF MANAHAWKIN
SHOP RITE OF MULLICA HILL
SHOP RITE OF WEST CHESTER
SIMMONS PET FOOD INC
SOMERSET-SR LAWNSIDEGIBBSTOWN
SOMERSET-SR OF MEDFORD
SUPERMARKETS OF CH
SYSCO FOOD SERVICES OF PHILA
TAYLOR PROVISIONS COMPANY
THE FRESH GROCER
TRI-STATE ADMINISTRATORS INC
TYSON
VACCARO & ASSOCIATES
VICTORIA COMMONS
VICTORIA MANOR
VILLAGE Supermarkets
WHEATON
ZALLIE'S SUPERMARKETS
Beacon Adminrs & Conslts Inc
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV - RELATED ORGANIZATIONS TAXABLE AS CORPORATIONS:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATIONS LISTED AS RELATED ARE ALL CONTRIBUTING EMPLOYERS TO THE HEALTH & WELFARE FUND AND THE INSTRUCTIONS ONLY REQUIRE THE NAME OF THE ORGANIZATIONS ON THIS SCHEDULE.ExplanationTxt

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