UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND (EIN 21-0681336)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349312824
- Schema version
- 2017v2.3
- 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 | 2018-11-15T14:21:54-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210681336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW LOCAL 152 HEALTH AND WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FRANK VACCARO | InCareOfNm |
| Business Name Control | UFCW | BusinessNameControlTxt |
| Phone | 8567931598 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE Suite 100 | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN STRING | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6097043901 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.190.253.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220183195000288 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 83E8D17CDFFEEABAB04596B5687894C085F7A0D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E755B2CC0E817F6D5E4FDA2E0EF0FB7939AE8BA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN STRING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE SUITE 100 | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $119,352,431 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,207,141 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $119,188,421 | CYProgramServiceRevenueAmt |
| PY Investment Income | $151,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $164,010 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $112,358,530 | PYTotalRevenueAmt |
| CY Total Revenue | $119,352,431 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $94,210,504 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $104,985,050 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,606,415 | PYOtherExpensesAmt |
| CY Other Expenses | $9,597,208 | CYOtherExpensesAmt |
| PY Total Expenses | $103,816,919 | PYTotalExpensesAmt |
| CY Total Expenses | $114,582,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,541,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,770,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,414,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,068,105 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,303,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,398,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,110,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,669,606 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 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. | Desc |
| 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 14 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| 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 | FRANK VACCARO | PersonNm |
| Phone | 8566625757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE SUITE 100 | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Brian String | |||||||
| Chairman | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $338,642 | $21,514 |
| Daniel Dosenbach | |||||||
| Secretary | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Anthony Benigno | |||||||
| Union Trustee | 1.0 | 39.0 | Yes (X) | $0 | $270,778 | $20,936 | |
| Dewey Cannella | |||||||
| Employer Trustee | 1.0 | 39.0 | Yes (X) | $0 | $0 | $0 | |
| Patrick Durning | |||||||
| Employer Trustee | 1.0 | 39.0 | Yes (X) | $0 | $0 | $0 | |
| Larry Lucente | |||||||
| Union Trustee | 1.0 | 39.0 | Yes (X) | $0 | $127,357 | $22,855 | |
| Eric Masten | |||||||
| Union Trustee | 1.0 | 39.0 | Yes (X) | $0 | $165,871 | $22,357 | |
| Michael McWilliams | |||||||
| Union Trustee (Thru 10/01/17) | 1.0 | 39.0 | Yes (X) | $0 | $127,441 | $14,245 | |
| Steve Moyer | |||||||
| Employer Trustee | 1.0 | 39.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MURPHY JR | |||||||
| UNION TRUSTEE (Thru 03/13/17) | 1.0 | 39.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,030,089 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HORIZON BLUE CROSS BLUE SHIELD OF N | |||||
| THREE PENN PLAZA EAST | NEWARK | NJ | 07105 | ADMINISTRATOR FEE | $4,979,814 |
| TRI-STATE ADMINISTRATORS INC | |||||
| 27 ROLAND AVENUE STE 100 | MOUNT LAUREL | NJ | 08054 | PLAN ADMINISTRATOR | $4,107,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS | 525100 | $118,162,339 | $118,162,339 |
| PARTICIPANTS (COBRA) | 525100 | $1,026,082 | $1,026,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $119,188,421 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,126 | TotalRevenueColumnAmt |
| Exclusion | $161,126 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,884 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,884 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,884 | TotalRevenueColumnAmt |
| Exclusion | $2,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,352,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,188,421 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $164,010 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,985,050 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,428 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,170,586 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,052 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,980 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,704 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,533 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ACA EXCISE FEES | $46,425 |
| DUES AND MEMBERSHIP | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,582,258 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,245,408 | BOYAmt |
| EOY | $16,037,852 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,162,525 | BOYAmt |
| EOY | $5,173,382 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,040 | BOYAmt |
| EOY | $27,530 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,739,562 | BOYAmt |
| EOY | $6,664,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,239,641 | BOYAmt |
| EOY | $4,164,419 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,414,176 | BOYAmt |
| EOY | $32,068,105 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,277 | BOYAmt |
| EOY | $853,424 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,922 | BOYAmt |
| EOY | $476,466 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,470 | BOYAmt |
| EOY | $1,068,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,303,669 | BOYAmt |
| EOY | $2,398,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,110,507 | BOYAmt |
| EOY | $29,669,606 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,110,507 | BOYAmt |
| EOY | $29,669,606 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,414,176 | BOYAmt |
| EOY | $32,068,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,770,173 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $788,926 | NetUnrlzdGainsLossesInvstAmt |
| 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $1,801,227 |
| HOSPITALIZATION DEPOSITS | $2,086,591 |
| DUE FROM RELATED ENTITIES | $276,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,164,419 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ENTITIES | Desc |
| Amt | $1,068,609 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,068,609 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $120,141,357 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $788,926 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $788,926 | RevenueNotReportedAmt |
| Revenue Subtotal | $119,352,431 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $119,352,431 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $114,582,258 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $114,582,258 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $114,582,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 - FIN 48 FOOTNOTE: | FormAndLineReferenceDesc |
| Explanation | 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, 2017, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian String | ||||||||||
| Chairman | $0 | $338,642 | $0 | $0 | $0 | $21,514 | $0 | $360,156 | $0 | $0 |
| Anthony Benigno | ||||||||||
| Union Trustee | $0 | $270,778 | $0 | $0 | $0 | $20,936 | $0 | $291,714 | $0 | $0 |
| Larry Lucente | ||||||||||
| Union Trustee | $0 | $127,357 | $0 | $0 | $0 | $22,855 | $0 | $150,212 | $0 | $0 |
| Eric Masten | ||||||||||
| Union Trustee | $0 | $165,871 | $0 | $3,339 | $0 | $19,018 | $0 | $188,228 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS; | TRUSTEES BRIAN STRING, MICHAEL MCWILLIAMS (PRIOR TO HIS DEPARTURE) 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colligas Family Market | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (79 entries)
| ACME EASHORE-DEPCOVERAGE |
| 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 SPRMKTS-DELSEA |
| BROWN'S SPRSTORES-BENSALEM |
| BUMBLE BEE FOODSSNOW DOXEE |
| CASE PORK ROLL CO INC |
| CATELLI BROTHERS- NON-UNION |
| CHARTWELLS |
| CHESSIE FCU-RETIREES OVER65 |
| COASTAL POOLS & SPA |
| COLLINGSWOOD MANOR |
| COLLINS FAMILY MARKETS INC |
| CROTHALL HEALTHCAREINC |
| DAVID MITCHELL INC |
| DE SPMKTS-CHRISTINA CROSSING |
| DREXELINE SUPERVALU |
| DS SERVICES OF AMERICA INC |
| E FRANK HOPKINS CO INC |
| EG EMIL & SON INC |
| EAGLEVIEW HEALTH &REHABILITION |
| EICKHOFF SPMKTS-CINNAMINSON SR |
| EMPIRE CRAB INC |
| ENVIROCHEM INC |
| EUROPEAN COFFEE CLASSICS |
| FAMILY FOODS PRODUCTS INC |
| FELRA-ACME EMPLOYEE PORTION |
| FIRST PEOPLES COMM FCU |
| FOODTOWN-EDICKERSON & SONINC |
| GEORGE L WELLS MEAT COMPANY |
| GEORGE'S MARKET AT DRESHERTOWN |
| GMS ZALLIE HOLDINGS INC |
| GOYA FOODS INC- PEDRICKTOWN |
| INCOLLINGO'S - EGG HARBOR |
| J & J SNACK FOODS CORP |
| JOHANNA FOODS INC |
| KRAFT HEINZ FOODS |
| KUNZLER & COMPANY INC |
| LASSONDE PAPPAS AND CO INC |
| LAWRENCE STREET SEAFOOD |
| LFM FOOD CORPTA C-TOWN SUPER |
| LIBERTY BELL STEAK CO |
| LIONS MANOR NURSING HOME |
| MARYLAND PLASTICSINC-UNION EE |
| MD PLASTICS- LAB PRODUCTSINC |
| MEADOW LAKES FACILITY |
| MURPHY'S AT THE LAKES |
| OCEANA REHAB |
| OLD FASHIONED KITCHEN INC |
| OTTO C RODE INC-NON UNION |
| OUR LADYS NON-UNION |
| PURATOS CORPORATION |
| R & R SHOPRITE |
| RALPH & PAUL ADAMS INC |
| REED & PERRINEINC |
| SAKER SHOPRITES-BORDENTOWN |
| SAMUELS & SON (WHOLESALE SEAF |
| SHOP RITE OF MANAHAWKIN |
| SIMMONS PET FOOD INC |
| SOMERSET STORES-LAWNSIDEGIBBS |
| SUPERMKTS OF CH-MARLTON SR |
| SYSCO FOOD SERVICES OF PHILA |
| TAYLOR PROVISIONS COMPANY |
| THE FRESH GROCERWALNUT STREET |
| TRI-STATE ADMINIST-PA |
| TYSON |
| UNITED METHODIST AT BRISTOL GL |
| VACCARO & ASSOCIATES-NJ NON-UN |
| VICTORIA COMMONS-DIETARY(HCSG) |
| VILLAGE SR - ABSECON |
| WEPCO - RETIREES OVER 65 |
| ZALLIE'S SPRMKTS-CHEWS LANDING |
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV - RELATED ORGANIZATIONS TAXABLE AS CORPORATIONS: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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