2019-11-15T12:14:58-06:00 2018-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2018-01-01 210681336 UFCW LOCAL 152 HEALTH AND WELFARE FUND % FRANK VACCARO UFCW 8567931598 27 ROLAND AVENUE Suite 100 MOUNT LAUREL NJ 08054 BRIAN STRING CHAIRMAN 6097043901 2019-11-13 true RICHARD L RUVELSON P00234075 3012726000 209.190.253.84 22006220193195000158 2019-11-15 P B231DF5AE125EB1F5C546333A603A4E713B02BE8 955FC4B26BB49CFDDA501BB2C8C2589D0A555FE7 2018 2020-04-17 16:48:07Z BRIAN STRING 27 ROLAND AVENUE SUITE 100 MOUNT LAUREL NJ 08054 120166413 false X N/A X 1956 NJ THE 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. 8 0 0 0 0 0 0 119188421 119974415 164010 191998 0 0 119352431 120166413 0 0 104985050 106942594 0 0 0 0 0 9597208 9590317 114582258 116532911 4770173 3633502 32068105 34561567 2398499 1751009 29669606 32810558 THE 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. false false SERVES 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. false false false false false false false false false false false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 16 0 true 0 false false false false false false false false X 8 0 true false false false false true false true false false false true true true true true true false false false X FRANK VACCARO 8566625757 27 ROLAND AVENUE SUITE 100 MOUNT LAUREL NJ 08054 X Brian String Chairman 1.0 39.0 X X 0 374718 22266 Daniel Dosenbach Secretary 1.0 39.0 X X 0 0 0 Anthony Benigno Union Trustee 1.0 39.0 X 0 284181 21847 Dewey Cannella Employer Trustee 1.0 39.0 X 0 0 0 Patrick Durning Employer Trustee 1.0 39.0 X 0 0 0 Larry Lucente Union Trustee 1.0 39.0 X 0 123779 22607 Eric Masten Union Trustee 1.0 39.0 X 0 166294 23485 Steve Moyer Employer Trustee 1.0 39.0 X 0 0 0 0 948972 90205 0 false true false HORIZON BLUE CROSS BLUE SHIELD OF N THREE PENN PLAZA EAST NEWARK NJ 07105 ADMINISTRATOR FEE 4920084 TRI-STATE ADMINISTRATORS INC 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 PLAN ADMINISTRATOR 4158545 O'BRIEN BELLAND BUSHINSKY LLC 509 S LENOLA ROAD BUILDING 6 MOORESTOWN NJ 08057 LEGAL FEE 108065 3 0 EMPLOYERS 525100 118950408 118950408 PARTICIPANTS (COBRA) 525100 1024007 1024007 119974415 191919 191919 0 0 0 0 0 79 79 79 79 0 0 0 0 0 0 0 0 0 0 120166413 119974415 191998 0 0 0 106942594 0 0 0 0 0 0 0 182707 55150 0 0 0 9144875 0 25000 0 0 0 0 0 10198 84925 0 0 36374 ACA EXCISE FEES 49633 DUES AND MEMBERSHIP 1455 116532911 0 0 16037852 16868285 0 0 5173382 5583074 0 0 0 0 0 0 0 0 27530 31502 0 0 6664922 6335161 0 0 0 0 0 0 4164419 5743545 32068105 34561567 853424 573592 0 0 476466 459808 0 0 0 0 0 0 0 0 0 0 1068609 717609 2398499 1751009 X 0 0 0 0 29669606 32810558 29669606 32810558 32068105 34561567 3633502 -492550 X false true X false false OTHER RECEIVABLES 3190903 HOSPITALIZATION DEPOSITS 2366654 DUE FROM RELATED ENTITIES 185988 5743545 0 DUE TO RELATED ENTITIES 717609 717609 X 119673863 -492550 -492550 120166413 120166413 116532911 116532911 116532911 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting 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, 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. false false false Brian String Chairman 0 374718 0 0 0 22266 0 396984 0 0 Anthony Benigno Union Trustee 0 284181 0 0 0 21847 0 306028 0 0 Eric Masten Union Trustee 0 166294 0 3126 0 20359 0 189779 0 0 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 TO ACT: 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 DOCUMENTS THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UFCW LOCAL 152 1 N WHITE HORSE PIKE HAMMONTON NJ 08037 203953178 LABOR ORG NJ 501(C)(5) N/A false UFCW LOCAL 152 RETAIL MEAT PENSION FUND 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 236209656 PENSION NJ 401(A) N/A false Board of Trustees UFCW Local 152 Health 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 PLAN SPONSOR NJ N/A false UFCW LOCAL 27 AFL-CIO 21 WEST ROAD BALTIMORE MD 21204 521265190 LABOR ORG MD 501(C)(5) N/A false UFCW LOCAL 152 SAVINGS PLAN 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 236421914 PENSION NJ 401(A) NA false 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 Colligas Family Market ACME PHARMACY ACME EASTERN SHORE ALLEGANY COUNTY HRD 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 COLLIGAS FAMILY MARKET COLLINGSWOOD MANOR COLLINS FAMILY MARKETS INC CROTHALL HEALTHCAREINC DAVID MITCHELL INC DE SUPERMARKETS DELMAR NURSING & REHABILITATIO DREXELINE SUPERVALU DS SERVICES OF AMERICA INC E FRANK HOPKINS CO INC EG EMIL & SON 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-LAKE HIAWATH 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- PEDRICKTOWN GOYA FOODS INC-JERSEY CITY INCOLLINGO'S - EGG HARBOR INCOLLINGO'S IGA- PENNSGROVE 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 MD PLASTICS- LAB PRODUCTSINC MD PLASTICS-HARFORD SYSTEMSIN MD PLASTICS-PROFESSIONAL LEASI 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 GROCERWALNUT STREET TRI-STATE ADMINISTRATORS INC TYSON VACCARO & ASSOCIATES VICTORIA COMMONS VICTORIA MANOR VILLAGE SR - ABSECON VILLAGE SR - ENGLISH CREEK VILLAGE SR - GALLOWAY VILLAGE SR - HAMMONTON VILLAGE SR - LANDIS VILLAGE SR - MARMORA VILLAGE SR - RIO GRANDE VILLAGE SR - SOMERS POINT WHEATON ZALLIE'S SUPERMARKETS false false false false false false false false false false false false true true false false false true true PART IV - RELATED ORGANIZATIONS TAXABLE AS CORPORATIONS: THE 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.