BETA

UFCW LOCAL 1262 AND EMPLOYERS: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UFCW LOCAL 1262 AND EMPLOYERS (EIN 46-3496310)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-08
IRS object ID
201622219349301767
Schema version
2014v6.0
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)
Return2016-08-08T15:28:21-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464001827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAXBST 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 Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463496310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UFCW LOCAL 1262 AND EMPLOYERS HEALTH FDBusinessNameLine1Txt
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
Signature2016-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK C STINESPreparerPersonNm
PTINP01592735PTIN
Phone2126618640PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

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$3,514,237GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2013FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, HOSPITALIZATION, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE, AND OTHER MEDICAL BENEFITS TO APPROXIMATELY 600 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$3,774,091PYProgramServiceRevenueAmt
CY Program Service Revenue$3,514,214CYProgramServiceRevenueAmt
PY Investment Income$6PYInvestmentIncomeAmt
CY Investment Income$23CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,774,097PYTotalRevenueAmt
CY Total Revenue$3,514,237CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,176,974PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,988,843CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,821PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$72,385CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$124,273PYOtherExpensesAmt
CY Other Expenses$353,324CYOtherExpensesAmt
PY Total Expenses$3,367,068PYTotalExpensesAmt
CY Total Expenses$3,414,552CYTotalExpensesAmt
PY Revenues Less Expenses$407,029PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$99,685CYRevenuesLessExpensesAmt
Total Assets BOY$3,513,375TotalAssetsBOYAmt
Total Assets EOY$3,435,584TotalAssetsEOYAmt
Total Liabilities BOY$106,346TotalLiabilitiesBOYAmt
Total Liabilities EOY$109,870TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,407,029NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,325,714NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, HOSPITALIZATION, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE, AND OTHER MEDICAL BENEFITS TO APPROXIMATELY 600 ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE MEDICAL, HOSPITALIZATION, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE, AND OTHER MEDICAL BENEFITS TO APPROXIMATELY 600 ELIGIBLE PARTICIPANTS.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 Document4IRPDocumentCnt
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 Line1ROBERT GEREMINO CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9737785800PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HARVEY WHILLE
TRUSTEE1.0040.00Yes (X)$0$346,637$24,267
MATTHEW MOLINARO
TRUSTEE1.0040.00Yes (X)$0$305,522$23,557
LOUIS SCADUTO
TRUSTEE1.00Yes (X)$0$0$0
DAVID MANIACI
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$652,159TotReportableCompRltdOrgAmt
Total Other Compensation$47,824TotalOtherCompensationAmt
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$148,105
BUCK CONSULTANTS
500 PLAZA DRIVESECAUCUSNJ07094CONSULTANT$107,119
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIBUTIO900099$3,334,992$3,334,992
RETIREE CO-PAY900099$114,117$114,117
PARTICIPANTS, COBRA900099$65,105$65,105
FieldValueIRS element (for citing)
Total Program Service Revenue$3,514,214TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23TotalRevenueColumnAmt
Exclusion$23ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,514,237TotalRevenueColumnAmt
Related Or Exempt Func Income$3,514,214RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,988,843TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$54,137TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,826TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,680TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,742TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$144,061TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,829TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,007TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,465TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,805TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$148TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,220TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CONSULTING FEES$108,244
THIRD PARTY ADMINISTRAT$47,182
POSTAGE$4,552
TELEPHONE$1,899

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$912TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,414,552TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$2,386EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$41,206BOYAmt
EOY$297,681EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$219,749BOYAmt
EOY$201,365EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,259BOYAmt
EOY$1,792EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$610LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$148LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$132BOYAmt
EOY$462EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,251,029BOYAmt
EOY$2,931,898EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,513,375BOYAmt
EOY$3,435,584EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$76,798BOYAmt
EOY$89,017EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,548BOYAmt
EOY$20,853EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,346BOYAmt
EOY$109,870EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,407,029BOYAmt
EOY$3,325,714EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,407,029BOYAmt
EOY$3,325,714EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,513,375BOYAmt
EOY$3,435,584EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$99,685ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$181,000OtherChangesInNetAssetsAmt
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$610OtherCostOrOtherBasisAmt
Depreciation$148DepreciationAmt
Book Value$462BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$462TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
PRESCRIPTION REBATES RECEIVABLE$54,000
ASSET TRANSFER RECEIVABLE$2,877,898
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,931,898TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$20,853Amt
FieldValueIRS element (for citing)
Total Liability$20,853TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,514,237TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$3,514,237RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,514,237TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,414,552TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,414,552ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,414,552TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER DATED JUNE 8, 2015 FROM THE INTERNAL REVENUE SERVICE (IRS). THE PLAN FILES AN ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE IRS.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 (2 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
TRUSTEE$0$346,637$0$0$0$0$0$9,771$0$14,496$0$370,904$0$0
MATTHEW MOLINARO
TRUSTEE$0$305,522$0$0$0$0$0$9,061$0$14,496$0$329,079$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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. A COPY OF THE RETURN IS AVAILABLE TO THE EXECUTIVE BOARD MEMBERS UPON REQUEST.
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 XI, LINE 9:EFFECTIVE OCTOBER 1, 2013, FOODTOWN, A CONTRIBUTING EMPLOYER IN THE UFCW LOCAL 1262 AND EMPLOYERS WELFARE FUND (WELFARE FUND) WITHDREW FROM THE WELFARE FUND. ACTIVE AND RETIRED FOODTOWN EMPLOYEES WERE SPUN OFF INTO THE PLAN. AS OF SEPTEMBER 30, 2015, THE ESTIMATED AMOUNT OF ASSETS TO BE TRANSFERRED FROM THE PLAN TO THE WELFARE FUND IS APPROXIMATELY $181,000 AND IS INCLUDED AS ASSET TRANSFER PAYABLE IN THE STATEMENT OF NET ASSETS AVAILABLE FOR BENEFITS. -181,000.
FORM 990, PART XII, LINE 2CGENERALLY 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 CLAIMS OBLIGATIONS OF $2,963,979 AND ESTIMATED POST RETIREMENT OBLIGATIONS OF $2,560,699.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
UNITED FOOD AND COMMERICAL WORKERS LOCAL 1262 AND EMPLOYERS PENSION FUND
1389 BROAD STREETCLIFTONNJ07013226074414TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIESNJ501(A)0
UNITED FOOD AND COMMERICAL 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 & EMPLOYERS NONFOOD PENSION F
1389 BROAD STREETCLIFTONNJ07013266181292TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIESNJ501(A)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 & EMPLOYERS PATHMARK HW FD
1389 BROAD STREETCLIFTONNJ07013371664252TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERSNJ501(C)(9)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 & EMPLOYERS WELFARE FUND
1389 BROAD STREETCLIFTONNJ07013226137317TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERSNJ501(C)(9)0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1262 & EMPLOYERS HLTH & WELFARE FD
1389 BROAD STREETCLIFTONNJ07013237042767TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERSNJ501(C)(9)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FOODTWON CORPORATIONBusinessNameLine1Txt
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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
UFCW LOCAL 1262 AND EMPLOYERS PENSION FUND
O$72,385
UFCW LOCAL 1262 AND EMPLOYERS PENSION FUND
P$103,038
UFCW LOCAL 1262 AND EMPLOYERS WELFARE FUND
R$181,000

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