UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND (EIN 21-0681336)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201733199349306443
Schema version
2016v3.1
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)
Return2017-11-15T11:31:02-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-14SignatureDt
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 Address66.195.210.98IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220173195000108FederalOriginalSubmissionId
Federal Original Submission Id2017-11-15FederalOriginalSubmissionIdDt
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FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$112,358,530GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$111,615,501PYProgramServiceRevenueAmt
CY Program Service Revenue$112,207,141CYProgramServiceRevenueAmt
PY Investment Income$131,811PYInvestmentIncomeAmt
CY Investment Income$151,389CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$111,747,312PYTotalRevenueAmt
CY Total Revenue$112,358,530CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$101,982,641PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$94,210,504CYBenefitsPaidToMembersAmt
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PY Other Expenses$9,711,784PYOtherExpensesAmt
CY Other Expenses$9,606,415CYOtherExpensesAmt
PY Total Expenses$111,694,425PYTotalExpensesAmt
CY Total Expenses$103,816,919CYTotalExpensesAmt
PY Revenues Less Expenses$52,887PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,541,611CYRevenuesLessExpensesAmt
Total Assets BOY$19,189,164TotalAssetsBOYAmt
Total Assets EOY$27,414,176TotalAssetsEOYAmt
Total Liabilities BOY$3,925,405TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,303,669TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,263,759NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,110,507NetAssetsOrFundBalancesEOYAmt
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.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 THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
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
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Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
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Deductible Non Cash ContrifalseDeductibleNonCashContriInd
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Terminate OperationsfalseTerminateOperationsInd
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Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
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Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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Employee0EmployeeCnt
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Foreign Financial AccountfalseForeignFinancialAccountInd
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Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
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Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
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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 (11 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$327,707$27,881
Daniel Dosenbach
Secretary1.039.0Yes (X)Yes (X)$0$0$0
Anthony Benigno
Union Trustee1.039.0Yes (X)$0$268,912$27,652
Dewey Cannella
Employer Trustee1.039.0Yes (X)$0$0$0
Patrick Durning
Employer Trustee1.039.0Yes (X)$0$0$0
MICHAEL FREDERICKS
Employer Trustee(thru 3/21/16)1.039.0Yes (X)$0$0$0
Dana Gentile
Employer Trustee(thru 3/21/16)1.039.0Yes (X)$0$0$0
Larry Lucente
Union Trustee1.039.0Yes (X)$0$118,996$27,014
Michael McWilliams
Union Trustee1.039.0Yes (X)$0$160,837$27,228
Steve Moyer
Employer Trustee1.039.0Yes (X)$0$0$0
George Murphy Jr
Union Trustee1.039.0Yes (X)$0$200,323$21,832
FieldValueIRS element (for citing)
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Tot Reportable Comp Rltd Org$1,076,775TotReportableCompRltdOrgAmt
Total Other Compensation$131,607TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

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HORIZON BLUE CROSS BLUE SHIELD OF N
THREE PENN PLAZA EASTNEWARKNJ07105ADMINISTRATOR FEE$4,669,761
TRI-STATE ADMINISTRATORS INC
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054PLAN ADMINISTRATOR$3,700,869
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS525100$111,443,253$111,443,253
PARTICIPANTS (COBRA)525100$763,888$763,888
FieldValueIRS element (for citing)
Total Program Service Revenue$112,207,141TotalProgramServiceRevenueAmt

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Exclusion$136,153ExclusionAmt

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Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

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Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

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Securities$15,236SecuritiesAmt

Gain Or Loss GainOrLossGrp

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Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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Total Revenue Column$15,236TotalRevenueColumnAmt
Exclusion$15,236ExclusionAmt
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Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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Net Income From Gaming NetIncomeFromGamingGrp

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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$112,358,530TotalRevenueColumnAmt
Related Or Exempt Func Income$112,207,141RelatedOrExemptFuncIncomeAmt
Exclusion$151,389ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

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Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$94,210,504TotalAmt

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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Pension Plan Contributions PensionPlanContributionsGrp

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Other Employee Benefits OtherEmployeeBenefitsGrp

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Payroll Taxes PayrollTaxesGrp

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Fees For Services Management FeesForServicesManagementGrp

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Fees For Services Legal FeesForServicesLegalGrp

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Total$186,617TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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Total$50,600TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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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$8,451,103TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$46,439TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

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Total$0TotalAmt

Occupancy OccupancyGrp

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Total$0TotalAmt

Travel TravelGrp

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Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,405TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
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Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
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Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$35,018TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ACA EXCISE FEES$723,352
DUES AND MEMBERSHIP$3,295

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$103,816,919TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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EOY$12,245,408EOYAmt

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Accounts Receivable AccountsReceivableGrp

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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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Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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BOY$27,670BOYAmt
EOY$27,040EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,289,251BOYAmt
EOY$5,739,562EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,098,946BOYAmt
EOY$4,239,641EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,189,164BOYAmt
EOY$27,414,176EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,600,586BOYAmt
EOY$1,323,277EOYAmt

Grants Payable GrantsPayableGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$815,195BOYAmt
EOY$715,922EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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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

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BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,509,624BOYAmt
EOY$1,264,470EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,925,405BOYAmt
EOY$3,303,669EOYAmt
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$15,263,759BOYAmt
EOY$24,110,507EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,263,759BOYAmt
EOY$24,110,507EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,189,164BOYAmt
EOY$27,414,176EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,541,611ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$305,136NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
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 CommitteefalseAuditCommitteeInd
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$1,801,095
HOSPITALIZATION DEPOSITS$2,086,591
DUE FROM RELATED ENTITIES$351,955
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,239,641TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ENTITIESDesc
Amt$1,264,470Amt
FieldValueIRS element (for citing)
Total Liability$1,264,470TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$112,663,666TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$305,136NetUnrealizedGainsInvstAmt
Revenue Not Reported$305,136RevenueNotReportedAmt
Revenue Subtotal$112,358,530RevenueSubtotalAmt
Total Revenue Per Form990$112,358,530TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$103,816,919TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$103,816,919ExpensesSubtotalAmt
Total Expenses Per Form990$103,816,919TotalExpensesPerForm990Amt

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, 2016, 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.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 OrgsCompensationBasedOnRltdOrgsAmtDeferred 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
Brian String
Chairman$0$327,707$0$0$0$27,881$0$355,588$0$0
Anthony Benigno
Union Trustee$0$268,912$0$0$0$27,652$0$296,564$0$0
Michael McWilliams
Union Trustee$0$160,837$0$0$0$27,228$0$188,065$0$0
George Murphy Jr
Union Trustee$0$200,323$0$2,923$0$18,909$0$222,155$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ROUTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: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 PROCESS: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 AND F/S:THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
PART XI, LINE 9 - OTHER CHANGES IN NET ASETS OR FUND BALANCESDUE TO FINANCIAL STATEMENT ROUNDING.
PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS;TRUSTEES BRIAN STRING, MICHAEL MCWILLIAMS AND ANTHONY BENIGNO SERVE AS OFFICERS AND LARRY LUCENTE IS AN EMPLOYEE OF UNITED FOOD & COMMERCIAL WORKERS LOCAL 152.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
UFCW LOCAL 152 SAVINGS PLAN
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054236421914PENSIONNJ401(A)false
UFCW LOCAL 152 RETAIL MEAT PENSION FUND
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054236209656PENSIONNJ401(A)false
UFCW LOCAL 152
1 N WHITE HORSE PIKEHAMMONTONNJ08037203953178LABOR ORGNJ501(c)(5)false
UFCW LOCAL 27 AFL-CIO
21 WEST ROADBALTIMOREMD21204521265190LABOR ORGMD501(c)(5)false
Board of Trustees UFCW Local 152 Health
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054PLAN SPONSORNJfalse
BOROUGH OF BRADLEY BEACH
COUNTY OF MONMOUTH
St Mary's Catholic Home

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 (102 entries)

21ST CENTRY PRO MANAGEMENT GRP
ABC SUPPLY COMPANY
ACME MARKETS INC
ADVANCE PIERRE FOODS
ALLEGANY COUNTY HRD
ALLIED SPECIALTY FOODSINC
AUNT KITTY'S FOODS
AUTUMN LAKE HEALTHCARE
AVON FOODS INC
B & A SEAFOOD INC
B & B POULTRY CO INC
BARRY CALLEBAUT (USA)
BEEF INTERNATIONAL INC
BERKS PACKING CO INC
BEVCO SERVICE INC
BISHOP MC CARTHY RESIDENCE
BOTTINO'S SUPERMARKETS
BRIDGETON CHOICE TA C-TOWN
BROWN'S SUPERSTORES
BUMBLE BEE FOODSSNOW DOXEE
CASE PORK ROLL CO INC
CHARTWELLS
COASTAL POOLS & SPA
COLLINGSWOOD MANOR
COLLINS FAMILY MARKETS INC
CROTHALL HEALTHCAREINC
DALLAS AIRMOTIVE INC
DAVID MITCHELL INC
DE SUPERMARKETS
DREXELINE SUPERVALUE
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 SERVICE CONCEPTS
EUROPEAN COFFEE CLASSICS
FAMILY FOODS PRODUCTS INC
FELRA-UNITED AMERICA
FOODTOWN SUPERMARKETS
FOOTE & JENKS CORPORATION
GENERAL MILLS
GEORGE L WELLS MEAT COMPANY
GEORGE'S DRESHERTOWN SHOPNBAG
GMS ZALLIE HOLDINGS INC
GOYA FOODS INC
HEALTHCARE SERVICES GROUP INC
HOLIDAY MARKETS
INCOLLINGO'S IGA
J & J SNACK FOODS CORP
JOHANNA FOODS INC
KAPLAN & ZUBRIN
KEYSTONE FOODSEQUITY GROUP
KRAFT HEINZ FOOD
KUNZLER & COMPANY INC
LASSONDE PAPPAS AND CO INC
LAWRENCE STREET SEAFOOD
LFM FOOD CART
LIBERTY BELL STEAK CO
LIBERTY FOOD STORES INC
LIONS MANOR NURSING HOME
MARYLAND PLASTICSINC
MD PLASTICS- LAB PRODUCTSINC
MEADOW LAKES FACILITY
MURPHY'S MARKETPLACE
OCEAN VIE NURSING & REHAB
OCEANA REHAB
OLD FASHIONED KITCHEN INC
OTTO C RODE INC
OUR LADY'S CENTER FOR REHAB
PATHMARK STORES
PURATOS CORPORATION
R & R SHOPRITE
RALPH & PAUL ADAMS INC
REED & PERRINEINC
SAKER SHOPRITES
SAMUELS & SON SEAFOOD CO INC
SHIELDALLOY
SHOPRITE OF MANAHAWKIN
SHOPRITE OF MULLICA HILL
SHOPRITE OF WEST CHESTER
SIMMONS FOODS INC
SOLID TECHNOLOGIES
SOMERSET STORES
STANDARD PARKING
SUPER FRESH FOOD MARKETS INC
SUPERMARKETS OF CHERRY HILL
SYSCO FOOD SERVICES OF PHILA
TAYLOR PROVISIONS COMPANY
THE FRESH GROCER
TRC INC TA BFI
TRI-STATE ADMINISTRATORS INC
UNITED METHODIST HOMES OF NJ
VACCARO & ASSOCIATES
VILLAGE SUPERMARKETS
ZALLIE'S SUPERMARKETS
VACCARO & ASSOCIATES-NJ STAFF
VILLAGE SR - ABSECON
VILLAGE SPMKTS-L27 TA SR
ZALLIE'S SPRMKTS-CHEWS LANDING
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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