2015-10-11T03:27:30-00:00 2015-02-28 Dennis G Jenkins CPA LLC 1690 Stone Village Lane Suite 501 Kennesaw GA 30152 990 2014-03-01 751379068 South Central UFCW Unions & Employers SOUT 7709979910 1800 Phoenix Blvd Suite 310 Atlanta GA 30349 William H Hopkins Trustee 2015-10-11 true Dennis Jenkins 7704245755 2015-10-11 X 2014 2016-02-25 16:41:14Z Health & Welfare Trust William H Hopkins 121 Northpoint Drive Houston TX 77060 70981934 false X www.ufcwemprfund.org/ufcw/jsf/welcome.jsf X 1969 TX Providing health and welfare benefits. 9 0 0 0 0 68847897 70793302 281619 188632 0 69129516 70981934 0 69844999 76142688 1381663 1429375 0 0 1714703 2687715 72941365 80259778 -3811849 -9277844 56991239 48331524 339776 957905 56651463 47373619 To provide health benefits for participants. false false 76142688 To provide health and welfare benefits to eligible participants. 76142688 false false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 4300 0 true 0 true false false false false false false false X 9 0 true false false false false false false true true false false true true true true true true true true false X Dennis A Nast 7709979910 1800 Phoenix Blvd Atlanta GA 30349 Rufus Wilson Trustee 001.00 040.00 X 0 0 0 Gary Huddleston Trustee 001.00 040.00 X 0 0 0 William Hopkins Trustee 001.00 040.00 X 0 343989 0 Rick Alleman Trustee 001.00 040.00 X 0 146211 0 Steve Gelios Trustee 001.00 040.00 X 0 114868 0 Johnny Rodriguez Trustee 001.00 040.00 X 0 283986 0 Brandon Hopkins Trustee 001.00 040.00 X 0 55436 0 Karen Hill Trustee 001.00 040.00 X 0 67369 0 Felipe Mendez Trustee 001.00 040.00 X 0 173575 0 Martha Freitas Trustee 001.00 040.00 X 0 0 0 Peggy Prescott Trustee 001.00 040.00 X 0 0 0 Kim Hryhorchuk Trustee 001.00 040.00 X 0 0 0 1185434 5 false true false PriceWaterhouse Coopers 10th St NW Suite 1400 Atlanta GA 30309 Consulting 383053 Reinhart Boerner Van Deuren sc PO Box 2965 Milwaukee WI 53201 Legal 165148 Wells Fargo Bank Investment Advisory 108944 3 Employer Contributions 445100 66267474 66267474 Participants Contributions 4293448 4293448 Self Pay Contributions 23840 23840 COBRA Contributions 208540 208540 70793302 188632 188632 70981934 70981934 0 0 0 76142688 76142688 0 0 1145186 1145186 76611 76611 115132 115132 92446 92446 0 186434 186434 33424 33424 0 119420 119420 383053 383053 0 199740 199740 0 0 112005 112005 0 0 42861 42861 94 94 0 17609 17609 55138 55138 ACA Reinsurance Fee 917362 917362 Postage and Shipping 197035 197035 Administrative Fees 234021 234021 Printing 80907 80907 108612 108612 80259778 76142688 4117090 34518878 12553642 5951176 6189518 65635 85039 2548745 2534854 27579 13891 16427971 29489434 56991239 48331524 339776 336894 621011 339776 957905 X 56651463 47373619 56651463 47373619 56991239 48331524 -9277844 X false true X true false false 393207 150742 526829 13750 2004796 2004655 141 13891 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Due to Broker 621011 621011 70981934 70981934 70981934 80259778 80259778 80259778 William Hopkins Trustee 343989 343989 Johnny Rodriguez Trustee 283986 283986 Felipe Mendez Trustee 173575 173575 Form 990, Part VI, Section B, Line 11a Trustees authorize preparer of form 990 to submit to Fund Attorney for review prior to filing. Form 990, Part VI, Section B, Line 15b Compensation is negotiated by the collective bargaining process. Form 990, Part VI, Section A, Line 2 William Hopkins and Brandon Hopkins share a family relationship. Form 990, Part VI, Section B, Line 12c The Fund annually requires Trustees and Key employees to disclose any relationships that could give rise to a conflict of interest under the Conflict of Interest Policy regarding the Fund. Any identified potential conflicts are brought to the attention of the affected individual and appropriately addressed, including that person recusing himself or herself from any involvement regarding the affected entity or transaction. The Trustees and Key employees are also encouraged to be watchful of conflict of interest issues and bring such issues to the attention of either the Chairman of the Board of Trustees or the Trustees third party law firm. Any identified conflicts of interest are dealt with by the Board of Trustees. Form 990, Part VI, Section C, Line 19 Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974. It operates in compliance with the reporting and disclosure requirements of the Subtitle B, Part 1 of ERISA with respect to disclosure of its governing documents and financial information. It operates in compliance with the fiduciary requirements of Subtitle B, Part 4 of ERISA. ERISA does not require the Fund to make governing documents available to the public. Form 990, Part VI, Section A, Line 1b Under the Employee Retirement Income Security Acto of 1974 ERISA, all members of the Board of Trustees are considered fiduciaries. As such, they are required to act solely in the interest of plan participants and their beneficiaries and with the exclusive purpose of providing benefits to them. Thus, while certain members of the Board of Trustees are not regarded as independent under Form 990 reporting standards, all members are held under ERISA to a high fiduciary standard of conduct which requires them to act solely in the interest of plan participants and beneficiaries. UFCW Local 455 121 Northpoint Dr Houston TX 77060 741290941 TX 501c5 N/A false UFCW Local 540 17780 Preston Rd Dallas TX 75252 750953266 TX 501c5 N/A false South Central UFCW H&W Fund 1800 Phoenix Blvd Atlanta GA 30349 751379068 GA 501c9 N/A false Bd of Trustees 1800 Phoenix Blvd Atlanta GA 30349 756232407 GA N/A false The Kroger Company 1014 Vine Street Cincinnati OH 45202 310345740 Retail Grocery OH N/A C Corp false