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UFCW LOCAL 1262 AND PATHMARK HEALTH &: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
UFCW LOCAL 1262 AND PATHMARK HEALTH & (EIN 37-1664252)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-21
IRS object ID
201632959349300033
Schema version
2015v2.1
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)
Return2016-10-21T13:26:07-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812950760PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128 WEST 44TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371664252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UFCW LOCAL 1262 AND PATHMARKBusinessNameLine1Txt
Business Name Line2HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUFCWBusinessNameControlTxt
Phone9737785800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11389 BROAD STREETAddressLine1Txt
CityCLIFTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARVEY WHILLEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9737785800PhoneNum
Signature2016-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C LEEPreparerPersonNm
PTINP00178190PTIN
Phone2126618640PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHARVEY WHILLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11389 BROAD STREETAddressLine1Txt
CityCLIFTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07013ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,547,583GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.UFCW1262.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2012FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO APPROXIMATELY 2200 ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,630,120PYProgramServiceRevenueAmt
CY Program Service Revenue$14,547,478CYProgramServiceRevenueAmt
PY Investment Income$49PYInvestmentIncomeAmt
CY Investment Income$105CYInvestmentIncomeAmt
PY Other Revenue$136PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,630,305PYTotalRevenueAmt
CY Total Revenue$14,547,583CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$10,451,091PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$15,314,383CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$277,010PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$288,142CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$287,389PYOtherExpensesAmt
CY Other Expenses$356,495CYOtherExpensesAmt
PY Total Expenses$11,015,490PYTotalExpensesAmt
CY Total Expenses$15,959,020CYTotalExpensesAmt
PY Revenues Less Expenses$4,614,815PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,411,437CYRevenuesLessExpensesAmt
Total Assets BOY$3,777,213TotalAssetsBOYAmt
Total Assets EOY$1,948,306TotalAssetsEOYAmt
Total Liabilities BOY$737,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$320,411TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,039,332NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,627,895NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER MEDICAL BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
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 Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
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 Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9737785800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11389 BROAD STREETAddressLine1Txt
CityCLIFTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07013ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
HARVEY WHILLE
PRESIDENT1.0040.00Yes (X)$0$364,950$23,453
MATTHEW MOLINARO
SECRETARY-TREASURER1.0040.00Yes (X)$0$322,848$23,453
MICHAEL FREDERICKS
TRUSTEE1.0040.00Yes (X)$0$0$0
TZADOK GABLE
TRUSTEE1.0040.00Yes (X)$0$0$0
FRANK VACCARO
ADMINISTRATOR3.0022.00$44,459$608,774$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$44,459TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,296,572TotReportableCompRltdOrgAmt
Total Other Compensation$46,906TotalOtherCompensationAmt
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
HORIZON BCBS OF NJ
3 PONY LANEFLEMINGTONNJ08822CLAIMS ADMINISTRATOR$431,452
SLEVIN & HART PC
1525 MASSACHUSSETS AVE NWWASHINGTONDC20036ATTORNEY$102,834
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIBUTIONS900099$14,183,630$14,183,630
RETIREE CO-PAY900099$280,427$280,427
PARTICIPANTS, COBRA900099$83,421$83,421
FieldValueIRS element (for citing)
Total Program Service Revenue$14,547,478TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$105TotalRevenueColumnAmt
Exclusion$105ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,547,583TotalRevenueColumnAmt
Related Or Exempt Func Income$14,547,478RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$105ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$15,314,383TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$209,822TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,886TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,693TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,741TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$128,939TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,059TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,491TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$526TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$719TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,120TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
COMPUTER SERVICES$49,467
ACTURIAL AND OTHER CONS$47,231
THIRD PARTY ADMINISTRAT$44,459
TELEPHONE$11,053

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$39,431TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,959,020TotalAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$52,573BOYAmt
EOY$76,874EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,487,195BOYAmt
EOY$305,811EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,516BOYAmt
EOY$3,756EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,903LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$987LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$535BOYAmt
EOY$1,916EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$235,394BOYAmt
EOY$1,559,949EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,777,213BOYAmt
EOY$1,948,306EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$332,839BOYAmt
EOY$205,348EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$405,042BOYAmt
EOY$115,063EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$737,881BOYAmt
EOY$320,411EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,039,332BOYAmt
EOY$1,627,895EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,039,332BOYAmt
EOY$1,627,895EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,777,213BOYAmt
EOY$1,948,306EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,411,437ReconcilationRevenueExpnssAmt
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$2,903OtherCostOrOtherBasisAmt
Depreciation$987DepreciationAmt
Book Value$1,916BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,916TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
PRESCRIPTION REBATES$162,635
FIXED CONTRIBUTION$1,397,314
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,559,949TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
SERP LIABILITY$16,041
DUE TO PENSION FUND$70,717
DUE TO WELFARE$2,000
DUE TO H&W FUND$4,005
DUE TO LEGAL$29
DUE TO UNION$22,271
FieldValueIRS element (for citing)
Total Liability$115,063TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,547,583TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$14,547,583RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,547,583TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,959,020TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,959,020ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,959,020TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN RECEIVED ITS LATEST DETERMINATION LETTER ON AUGUST 11, 2014, IN WHICH THE INTERNAL REVENUE SERVICE ADVISED THAT THE PLAN QUALIFIES UNDER SECTION 501(C)(9) AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A). THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
HARVEY WHILLE
PRESIDENT$0$364,950$0$0$0$0$0$8,957$0$14,496$0$388,403$0$0
MATTHEW MOLINARO
SECRETARY-TREASURER$0$322,848$0$0$0$0$0$8,957$0$14,496$0$346,301$0$0
FRANK VACCARO
ADMINISTRATOR$44,459$608,774$0$0$0$0$0$0$0$0$44,459$608,774$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION ENGAGES A MANAGEMENT COMPANY TO PERFORM ADMINISTRATIVE SERVICES INCLUDING OVERSIGHT OF CERTAIN PERSONNEL AND EXECUTING FINANCIAL OPERATIONS ON A LIMITED BASIS. THE SERVICES ARE PERFORMED UNDER THE TERMS OF A WRITTEN CONTRACT.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE FUND'S 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED AND REVIEWED WITH THE ADMINISTRATOR. THE ADMINISTRATOR THEN REVIEWS IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE FUND'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE VIEWED AT THE FUND OFFICE.
FORM 990, PART VII, SECTION AFRANK VACCARO & ASSOCIATES IS A THIRD PARTY ADMINISTRATOR OF THE PLAN AND ITS OTHER RELATED PLANS. THE COMPANY IS ENGAGED PURSUANT TO A RETAINER AGREEMENT AND IS COMPENSATED FOR SERVICES AND FUNCTIONS NOT BASED ON TIME CHARGES.
FORM 990, PART X, LINE 33GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ALLOW FOR PRESENTATION OF ESTIMATED CURRENT CLAIMS OBLIGATIONS ON A SEPARATE STATEMENT IN THE FUND'S AUDITED FINANCIAL STATEMENTS. FOR CONSISTENCY, THE BALANCE SHEET FOR FORM 990 WILL ALSO NOT INCLUDE LIABILITIES FOR ESTIMATED CURRENT CLAIMS OBLIGATIONS. NET ASSETS PER THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE ESTIMATED CURRENT CLAIM OBLIGATIONS OF $9,814,809 AND ESTIMATED POST RETIREMENT OBLIGATION OF $0.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES ASSUMED RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 AND EMPLOYERS PENSION FUND
1389 BROAD STREETCLIFTONNJ07013226074414TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIESNJ501(A)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 EMPLOYERS LEGAL SERVICES FUND
1389 BROAD STREETCLIFTONNJ07013222238707TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE MEMBERSNJ501(C)(9)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262
1389 BROAD STREETCLIFTONNJ07013221339607REPRESENTS MEMBERS IN COLLECTIVE BARGAINING MATTERS WITH EMPLOYERSNJ501(C)(5)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 AND EMPLOYERS WELFARE FUND
1389 BROAD STREETCLIFTONNJ07013226137317TO PROVIDE HEALTH, MEDICAL AND OTHER BENEFITS TO ELIGIBLE MEMBERSNJ501(C)(9)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 AND EMPLOYERS RETAIL NON FOOD
1389 BROAD STREETCLIFTONNJ07013226181292TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIESNJ501(A)0
UFCW LOCAL 1262 HEALTH & WELFARE FUND
1389 BROAD STREETCLIFTONNJ07013237042767TO PROVIDE MEDICAL AND BENEFITS TO ELIGIBLE MEMBERSNJ501(C)(9)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PATHMARKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Legal Domicile StateNJLegalDomicileStateCd
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UFCW LOCAL 1262 AND EMPLOYERS PENSION FUND
N$45,041CASH
UFCW LOCAL 1262 AND EMPLOYERS PENSION FUND
O$288,142CASH
UFCW LOCAL 1262 AND EMPLOYERS PENSION FUND
P$396,656CASH

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