UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND (EIN 06-6069081)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349300241
Schema version
2018v3.1
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)
Return2019-11-14T07:34:38-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066069081EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMALGAMATED WELFARE TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMALBusinessNameControlTxt
Phone2032264751PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1290 POST ROAD WEST PO BOX 470AddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068810470ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS WILKINSONPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone2032264751PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2019-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm07:33:43IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id19998950A844A1ED5F18EB360E4E9E4F9906FFA9AtSubmissionCreationDeviceId
At Submission Filing Device Id214E2DE4754F8F73DD572B34B07E6CCBC316F7C9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS WILKINSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1290 POST ROAD WEST PO BOX 470AddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068810470ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$34,952,879GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1959FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$27,312,448PYProgramServiceRevenueAmt
CY Program Service Revenue$29,300,063CYProgramServiceRevenueAmt
PY Investment Income$2,374,800PYInvestmentIncomeAmt
CY Investment Income$1,352,302CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$29,687,248PYTotalRevenueAmt
CY Total Revenue$30,652,365CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$25,642,998PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$26,165,331CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$714,910PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$698,672CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,027,870PYOtherExpensesAmt
CY Other Expenses$1,999,985CYOtherExpensesAmt
PY Total Expenses$28,385,778PYTotalExpensesAmt
CY Total Expenses$28,863,988CYTotalExpensesAmt
PY Revenues Less Expenses$1,301,470PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,788,377CYRevenuesLessExpensesAmt
Total Assets BOY$43,190,081TotalAssetsBOYAmt
Total Assets EOY$43,779,549TotalAssetsEOYAmt
Total Liabilities BOY$4,869,299TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,234,422TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,320,782NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,545,127NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
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 Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS WILKINSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032264751PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1290 POST ROAD WESTAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068810470ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS WILKINSON
UNION TRUSTEE2.00Yes (X)$0$247,570$34,207
RONALD PETRONELLA
UNION TRUSTEE2.00Yes (X)$0$234,580$31,259
BRIAN TRUINI
UNION TRUSTEE2.00Yes (X)$0$194,179$37,546
KERI HOEHNE
UNION TRUSTEE2.00Yes (X)$0$134,771$26,221
STEPHEN BROWN
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JOEL BOONE
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JASON PARADIS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
PAT DURNING
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$811,100TotReportableCompRltdOrgAmt
Total Other Compensation$129,233TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CIGNA
44 WHIPPANY RDMORRISTOWNNJ07072NETWORK ACCESS$697,465
MAXON COMPANY
76 NORTH BROADWAYIRVINGTONNY10533CLAIMS PROCESSING$490,340
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$27,746,959$27,746,959
PARTICIPANT AND RETUREE CONTRIBUT525100$1,553,104$1,553,104
FieldValueIRS element (for citing)
Total Program Service Revenue$29,300,063TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$849,110TotalRevenueColumnAmt
Exclusion$849,110ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,803,706SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,300,514SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$503,192SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$503,192TotalRevenueColumnAmt
Exclusion$503,192ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,652,365TotalRevenueColumnAmt
Related Or Exempt Func Income$29,300,063RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,352,302ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$26,165,331TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$457,159TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$113,127TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$84,158TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$44,228TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$83,017TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$117,208TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$73,795TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,277,595TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$180,858TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$70,463TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$137,166TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,660TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,543TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,136TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCONNECTICUT PERSONAL PRDesc
Total$1,544TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,863,988TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$712,484EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,121,617BOYAmt
EOY$4,577,148EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$926,944BOYAmt
EOY$642,127EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,758BOYAmt
EOY$33,057EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$124,882LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$124,235LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,190BOYAmt
EOY$647EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,500,489BOYAmt
EOY$27,134,608EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,584,633BOYAmt
EOY$10,659,028EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,450BOYAmt
EOY$20,450EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,190,081BOYAmt
EOY$43,779,549EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,869,299BOYAmt
EOY$183,749EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,050,673EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,869,299BOYAmt
EOY$5,234,422EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$38,320,782BOYAmt
EOY$38,545,127EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,320,782BOYAmt
EOY$38,545,127EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,190,081BOYAmt
EOY$43,779,549EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,788,377ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,564,032NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$108,660OtherCostOrOtherBasisAmt
Depreciation$108,660DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,222OtherCostOrOtherBasisAmt
Depreciation$15,575DepreciationAmt
Book Value$647BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$647TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
U.S. REAL ESTATE INVESTMENT FUND LLC$1,856,197F
STATE OF ISRAEL BONDS$300,000F
290 POST ROAD WEST CORP$8,502,831F
FieldValueIRS element (for citing)
Total Book Value Securities$10,659,028TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONDesc
Amt$5,050,673Amt
FieldValueIRS element (for citing)
Total Liability$5,050,673TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,014,538TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,564,032NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,564,032RevenueNotReportedAmt
Revenue Subtotal$30,578,570RevenueSubtotalAmt
Investment Expenses Not Incld$73,795InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$73,795RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$30,652,365TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,425,982TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,425,982ExpensesSubtotalAmt
Investment Expenses Not Incld2$73,795InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$364,211OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$438,006ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,863,988TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHNAGE IN BENEFIT OBLIGATION 364,211.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred 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 OrgsCompReportPrior990RltdOrgsAmt
THOMAS WILKINSON
UNION TRUSTEE$0$247,570$0$0$0$0$0$17,727$0$16,480$0$281,777$0$0
RONALD PETRONELLA
UNION TRUSTEE$0$234,580$0$0$0$0$0$17,204$0$14,055$0$265,839$0$0
BRIAN TRUINI
UNION TRUSTEE$0$194,179$0$0$0$0$0$24,577$0$12,969$0$231,725$0$0
KERI HOEHNE
UNION TRUSTEE$0$134,771$0$0$0$0$0$13,017$0$13,204$0$160,992$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT STATES HE/SHEE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DUCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CBOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDDENT ACCOUNT. NO CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
290 POST ROAD WEST CORP
290 POST ROAD PO BOX 470WESTPORTCT068810470061318049TITLE HOLDING CORPCT501(C)(2)0
UNITED FOOD & COMMERCIAL WORKERS LOCAL 371
290 POST ROAD PO BOX 470WESTPORTCT068810470060605499LABOR ORGANZIATIONCT501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)

ACME ALBERTSON'S
BOGOPA
CARL'S BONED CHICKEN
COUNTY DISTRIBUTORS
HARTFORD PROVISION BRISTOL 0211
HARBORSIDE WILLOWS HEALTH
KINGS SUPER MARKET
HOT TOPSLAHINCH
MANCHESTER PACKING
SHOP RITEMILLER FARMS
SHOP RITEMILFORD GARAFALO
SHOP RITEJOSEPH FAMILY
STAMFORD PLAZA & HOTEL
PEA POD HOME DELIVERY
STOP & SHOP - OTHER
WATERBURY EXT APPLE
WHITNEY MANOR
WESTPORT INN
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1290 POST ROAD WEST CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$137,166InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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