UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND (EIN 21-0681336)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201413179349302886
Schema version
2013v3.1
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)
Return2014-11-13T12:07:40-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOND BEEBE PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST-WEST HIGHWAY SUITE 900AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208143423ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN210681336EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UFCW LOCAL 152 HEALTH AND WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% FRANK VACCAROInCareOfNm
Business Name ControlUFCWBusinessNameControlTxt
Phone8567931598PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 ROLAND AVENUEAddressLine1
Address Line2Suite 100AddressLine2
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN STRINGPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8566625757PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BUCKBERGPreparerPersonNm
PTINP01066025PTIN
Phone8566625757PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN STRINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 ROLAND AVE STE 100AddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$110,805,646GrossReceiptsAmt
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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$100,084,066PYProgramServiceRevenueAmt
CY Program Service Revenue$103,757,009CYProgramServiceRevenueAmt
PY Investment Income$308,653PYInvestmentIncomeAmt
CY Investment Income$380,007CYInvestmentIncomeAmt
PY Other Revenue$1,714PYOtherRevenueAmt
CY Other Revenue$1,850,000CYOtherRevenueAmt
PY Total Revenue$100,394,433PYTotalRevenueAmt
CY Total Revenue$105,987,016CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$101,789,169PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$100,624,564CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,884,780PYOtherExpensesAmt
CY Other Expenses$8,919,926CYOtherExpensesAmt
PY Total Expenses$110,673,949PYTotalExpensesAmt
CY Total Expenses$109,544,490CYTotalExpensesAmt
PY Revenues Less Expenses-$10,279,516PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,557,474CYRevenuesLessExpensesAmt
Total Assets BOY$23,392,081TotalAssetsBOYAmt
Total Assets EOY$21,282,330TotalAssetsEOYAmt
Total Liabilities BOY$2,853,939TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,026,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,538,142NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,255,768NetAssetsOrFundBalancesEOYAmt
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
Political Campaign ActyfalsePoliticalCampaignActyInd
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
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
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 STE 100AddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 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$274,669$24,610
Daniel Dosenbach
Secretary1.039.0Yes (X)Yes (X)$0$0
Anthony Benigno
Union Trustee1.039.0Yes (X)$0$227,441$24,390
Dewey Cannella
Employer Trustee1.039.0Yes (X)$0$0
Patrick Durning
Employer Trustee1.039.0Yes (X)$0$0
Dana Gentile
Employer Trustee1.039.0Yes (X)$0$0
Derek Kinney
Employer Trustee1.039.0Yes (X)$0$0
Larry Lucente
Union Trustee1.039.0Yes (X)$0$104,846$23,910
Michael McWilliams
Union Trustee1.039.0Yes (X)$0$139,432$24,162
Steve Moyer
Employer Trustee1.039.0Yes (X)$0$0
George Murphy Jr
Union Trustee1.039.0Yes (X)$0$194,334$19,791
John Robbins
Union Trustee1.039.0Yes (X)$0$102,905$23,885
FieldValueIRS element (for citing)
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Tot Reportable Comp Rltd Org$1,043,627TotReportableCompRltdOrgAmt
Total Other Compensation$140,748TotalOtherCompensationAmt
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)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
HORIZON BLUE CROSS BLUE SHIELD OF N
THREE PENN PLAZA EASTNEWARKNJ07105ADMINISTRATOR FEE$4,823,431
TRI-STATE ADMINISTRATORS INC
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054PLAN ADMINISTRATOR$3,476,455
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$102,564,339$102,564,339
PARTICIPANTS (COBRA)525100$1,192,670$1,192,670
FieldValueIRS element (for citing)
Total Program Service Revenue$103,757,009TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,637TotalRevenueColumnAmt
Exclusion$198,637ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,000,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,818,630SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$181,370SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,370TotalRevenueColumnAmt
Exclusion$181,370ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescHORIZON SETTLEMENT INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,850,000TotalRevenueColumnAmt
Related Or Exempt Func Income$1,850,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,850,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,987,016TotalRevenueColumnAmt
Related Or Exempt Func Income$105,607,009RelatedOrExemptFuncIncomeAmt
Exclusion$380,007ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$100,624,564TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$250,037TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$50,780TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,911TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,367,154TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,444TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,732TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$172,656TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,396TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,836TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES AND MEMBERSHIPDesc
Total$980TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$109,544,490TotalAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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BOY$5,862,242BOYAmt
EOY$5,612,176EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,577,010BOYAmt
EOY$6,889,939EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
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EOY$0EOYAmt

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

FieldValueIRS element (for citing)
BOY$39,752BOYAmt
EOY$58,495EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,961LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,961LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,396BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,246,400BOYAmt
EOY$4,900,654EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
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$3,664,281BOYAmt
EOY$3,821,066EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,392,081BOYAmt
EOY$21,282,330EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$630,803BOYAmt
EOY$1,112,426EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$867,084EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
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$2,223,136BOYAmt
EOY$2,047,052EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,853,939BOYAmt
EOY$4,026,562EOYAmt
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$20,538,142BOYAmt
EOY$17,255,768EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,538,142BOYAmt
EOY$17,255,768EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,392,081BOYAmt
EOY$21,282,330EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,557,474ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$275,100NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$23,961InvestmentCostOrOtherBasisAmt
Depreciation$23,961DepreciationAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM RELATED ENTITIES$623,663
HOSPITALIZATION DEPOSITS$2,101,292
OTHER RECEIVABLES$1,096,111
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,821,066TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ENTITIESDesc
Amt$2,047,052Amt
FieldValueIRS element (for citing)
Total Liability$2,047,052TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$106,258,205TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$275,100NetUnrealizedGainsInvstAmt
Revenue Not Reported$275,100RevenueNotReportedAmt
Revenue Subtotal$105,983,105RevenueSubtotalAmt
Investment Expenses Not Incld$3,911InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,911RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$105,987,016TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$109,540,579TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$109,540,579ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,911InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,911ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$109,544,490TotalExpensesPerForm990Amt

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 by the entity 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, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. Management believes that the Plan is no longer subject to tax examinations for years prior 2010.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$274,669$0$0$0$24,610$0$299,279$0$0
Anthony Benigno
Union Trustee$0$227,441$0$0$0$24,390$0$251,831$0$0
Michael McWilliams
Union Trustee$0$139,432$0$0$0$24,162$0$163,594$0$0
George Murphy Jr
Union Trustee$0$194,334$0$3,117$0$16,674$0$214,125$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 OTHERSThe 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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
St Mary's Catholic Home
BOROUGH OF BRADLEY BEACH
COUNTY OF MONMOUTH

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Colligas Family MarketBusinessNameLine1

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (88 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
21ST CENTRY PRO MANAGEMENT GRP
ABC SUPPLY COMPANY
ACME MARKETS INC
ALLIED SPECIALTY FOODS INC
270 N Mill RDVinelandNJ08360
AUNT KITTY'S FOODS
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
BROWN'S SUPERSTORES
1000 N Pearl StBridgetonNJ08302
BUMBLE BEE FOODS
CASE PORK ROLL CO INC
CATELLI BROTHERS
CLEMENT PAPPAS & CO INC
COASTAL POOLS & SPA
COLLINGSWOOD MANOR
COLLINS FAMILY MARKETS INC
DALLAS AIRMOTIVE INC
DAVID MITCHELL INC
DELAWARE SUPERMARKETS
DOWLING FOOD SERVICE
DREXELINE SUPERVALU
DS SERVICES OF AMERICA INC
E FRANK HOPKINS CO INC
EG EMIL & SON INC
EAGLEVIEW HEALTH & REHABILITION
EICKHOFF SUPERMARKETS
EMPIRE CRAB INC
ENVIRONMENTAL SERVICE CONCEPTS
EUROPEAN COFFEE CLASSICS
FAMILY FOODS PRODUCTS INC
FOOTE & JENKS CORPORATION
GARDEN STATE PROPERTIES GROUP
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 FOODS
KRAFT FOODS
KUNZLER & COMPANY INC
LAWRENCE STREET SEAFOOD
LFM FOOD CART
LIBERTY BELL STEAK CO
LIBERTY FOOD STORES INC
MEADOW LAKES FACILITY
MRS GREEN'S MANAGEMENT GROUP
MURPHY'S MARKETPLACE
OCEAN VIEW NURSING & REHAB
OCEANA REHAB
OLD FASHIONED KITCHEN INC
OTTO C RODE INC
OUR LADY'S RESIDENCE
PATHMARK STORES
PURATOS CORPORATION
R & R SHOPRITE
REED & PERRINE INC
SAKER SHOPRITES
SAMUELS & SON SEAFOOD CO INC
SHOP RITE OF MANAHAWKIN
SHOP RITE OF MULLICA HILL
SHOP RITE 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
TOTAL MAINTENANCE MANAGEMENT
TRC INC
TRI-STATE ADMINISTRATORS INC
UNITED METHODIST HOMES OF NJ
VILLAGE SUPERMARKETS
Zallies Supermarkets
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 LEGAL BENEFIT FUND AND INSTRUCTIONS ONLY REQUIRE THE NAME OF THE ORGANIZATIONS ON THIS FORM.ExplanationTxt

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