2025-02-15T14:23:17-06:00 2024-03-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2023-04-01 237428852 UNITED FOOD AND COMMERCIAL WORKERS H&W FUND OF NORTHEASTERN PENNSYLVANIA UNIT 6109419400 3031B WALTON ROAD PLYMOUTH MEETING PA 19462 MICHELE KESSLER TRUSTEE 8006356994 2025-02-15 1 1 DAVID S ROSS CPA P01706199 6107799555 2023 2025-03-06 01:10:19Z MICHELE KESSLER 3031-A WALTON ROAD PLYMOUTH MEETING PA 19462 37874132 0 X N/A X 1959 PA THE FUND'S PURPOSE IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE VARIOUS EMPLOYERS AND THE UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776. 5 5 0 0 0 0 0 0 23936392 25012866 112950 372717 50000 5071 24099342 25390654 0 0 20489588 18353904 5188 13688 0 0 0 558333 1717211 21053109 20084803 3046233 5305851 16046706 22055030 2140033 2127082 13906673 19927948 THE FUND IS A MULTI-EMPLOYER BENEFIT PLAN ESTABLISHED TO PROVIDE MEDICAL AND HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 20084803 MEDICAL AND HEALTH BENEFITS FOR UNION MEMBERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS 20084803 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HEALTHCARE STRATEGIES INC 6109419400 3031-B WALTON ROAD PLYMOUTH MEETING PA 19462 MICHELE KESSLER UNION TRUSTEE 1.00 1.00 X 0 0 0 WENDELL W YOUNG IV UNION TRUSTEE 1.00 1.00 X 0 0 0 MARY JOST EMPLOYER TRUSTEE 1.00 1.00 X 12206 0 0 ROBERT SPIRES EMPLOYER TRUSTEE 1.00 1.00 X 1482 0 0 CHRIS SNYDER UNION TRUSTEE 1.00 1.00 X 0 0 0 13688 0 0 0 0 0 0 HEALTHCARE STRATEGIES INC 3031B WALTON ROAD PLYMOUTH MEETING PA 19462 THIRD PARTY ADMINISTRATORS 258386 GEISINGER HEALTH PLAN PO BOX 829703 PHILADELPHIA PA 19182 CLAIMS PROCESSING 205537 2 EMPLOYER CONTRIBUTIONS 525100 24996575 24996575 PARTICIPANT CONTRIBUTIONS 525100 16291 16291 25012866 366209 366209 12489986 12483478 6508 6508 6508 LITIGATION SETTLEMENT 525100 5071 5071 5071 25390654 25012866 0 377788 18353904 13688 258386 30310 21000 40307 64291 30799 6982 297 28043 STOP LOSS PREMIUMS 995577 PRESCRIPTION, DENTAL AN 236633 MEETING EXPENSE 2892 DUES 1694 20084803 5258145 5609897 5507486 5171097 1413 1014 22232 22232 298 0 5279364 11273022 16046706 22055030 655675 708174 1484358 1418908 2140033 2127082 X 0 0 0 0 13906673 19927948 13906673 19927948 16046706 22055030 5305851 715424 0 X X 0 1 X 0 0 22232 22232 0 0 BENEFITS PAYABLE 1418908 1418908 X 26065771 715424 715424 25350347 40307 40307 25390654 20109946 65450 65450 20044496 40307 40307 20084803 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO MARCH 31, 2021 . PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR 65,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO ERISA AND THE TRUSTEES CONFORM TO ITS REGULATIONS SECTION 404 AND 406 OF ERISA CONTAIN STRICT FIDUCIARY RULES AND CONFLICTS OF INTEREST PROHIBITIONS. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE19 THE BOARD OF TRUSTEES IS THE GOVERNING BODY THAT OVERSEES THAT AUDIT OF THE FINANCIAL STATEMENTS. UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776 3031A WALTON ROAD PLYMOUTH MEETING PA 19462 LABOR UNION PA 501(C)5 0 UFCW PENSION FUND OF NORTHEASTERN PENNSYLVANIA 3031B WALTON ROAD PLYMOUTH MEETING PA 19462 236410991 ERISA PLAN PA 501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 KNOUSE FOODS S 7694629 PER COLLECTIVE BARGAINING AGR VILLAGE SUPER MARKET S 1081617 PER COLLECTIVE BARGAINING AGR WISE FOODS S 7216931 PER COLLECTIVE BARGAINING AGR EMPIRE KOSHER POULTRY S 5377792 PER COLLECTIVE BARGAINING AGR