2014-11-13T12:07:40-06:00 2013-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2013-01-01 210681336 UFCW LOCAL 152 HEALTH AND WELFARE FUND % FRANK VACCARO UFCW 8567931598 27 ROLAND AVENUE Suite 100 MOUNT LAUREL NJ 08054 BRIAN STRING CHAIRMAN 8566625757 2014-11-12 true MARK BUCKBERG P01066025 8566625757 2013 2015-11-30 17:44:51Z BRIAN STRING 27 ROLAND AVE STE 100 MOUNT LAUREL NJ 08054 110805646 false X N/A X 1956 NJ THE 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. 12 0 0 0 0 0 0 100084066 103757009 308653 380007 1714 1850000 100394433 105987016 0 0 101789169 100624564 0 0 0 0 0 8884780 8919926 110673949 109544490 -10279516 -3557474 23392081 21282330 2853939 4026562 20538142 17255768 THE 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. false false SERVES 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. false false false false false false false false false false false false true true true 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 14 0 true 0 false false false false false false X 12 0 false false false false false true false true false false false true true true true true true false false false X FRANK VACCARO 8566625757 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 X Brian String Chairman 1.0 39.0 X X 0 274669 24610 Daniel Dosenbach Secretary 1.0 39.0 X X 0 0 Anthony Benigno Union Trustee 1.0 39.0 X 0 227441 24390 Dewey Cannella Employer Trustee 1.0 39.0 X 0 0 Patrick Durning Employer Trustee 1.0 39.0 X 0 0 Dana Gentile Employer Trustee 1.0 39.0 X 0 0 Derek Kinney Employer Trustee 1.0 39.0 X 0 0 Larry Lucente Union Trustee 1.0 39.0 X 0 104846 23910 Michael McWilliams Union Trustee 1.0 39.0 X 0 139432 24162 Steve Moyer Employer Trustee 1.0 39.0 X 0 0 George Murphy Jr Union Trustee 1.0 39.0 X 0 194334 19791 John Robbins Union Trustee 1.0 39.0 X 0 102905 23885 0 1043627 140748 0 false true false HORIZON BLUE CROSS BLUE SHIELD OF N THREE PENN PLAZA EAST NEWARK NJ 07105 ADMINISTRATOR FEE 4823431 TRI-STATE ADMINISTRATORS INC 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 PLAN ADMINISTRATOR 3476455 2 0 EMPLOYERS 525100 102564339 102564339 PARTICIPANTS (COBRA) 525100 1192670 1192670 103757009 198637 198637 0 0 0 0 0 5000000 4818630 181370 181370 181370 0 0 0 HORIZON SETTLEMENT INCOME 900099 1850000 1850000 1850000 105987016 105607009 380007 0 0 0 100624564 0 0 0 0 0 0 0 250037 50780 0 0 3911 8367154 0 29444 0 0 0 0 0 2732 172656 0 2396 39836 DUES AND MEMBERSHIP 980 109544490 X 0 0 5862242 5612176 0 0 4577010 6889939 0 0 0 0 0 0 0 0 39752 58495 23961 23961 2396 9246400 4900654 0 0 0 0 0 0 3664281 3821066 23392081 21282330 630803 1112426 0 0 0 867084 0 0 0 0 0 0 0 0 0 0 2223136 2047052 2853939 4026562 X 0 0 0 0 20538142 17255768 20538142 17255768 23392081 21282330 -3557474 275100 X false true X false false 23961 23961 DUE FROM RELATED ENTITIES 623663 HOSPITALIZATION DEPOSITS 2101292 OTHER RECEIVABLES 1096111 3821066 0 DUE TO RELATED ENTITIES 2047052 2047052 X 106258205 275100 275100 105983105 3911 3911 105987016 109540579 109540579 3911 3911 109544490 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting 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. false false false Brian String Chairman 0 274669 0 0 0 24610 0 299279 0 0 Anthony Benigno Union Trustee 0 227441 0 0 0 24390 0 251831 0 0 Michael McWilliams Union Trustee 0 139432 0 0 0 24162 0 163594 0 0 George Murphy Jr Union Trustee 0 194334 0 3117 0 16674 0 214125 0 0 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. UFCW LOCAL 152 SAVINGS PLAN 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 236421914 PENSION NJ 401(A) false UFCW LOCAL 152 RETAIL MEAT PENSION FUND 27 ROLAND AVENUE STE 100 MOUNT LAUREL NJ 08054 236209656 PENSION NJ 401(A) false UFCW LOCAL 152 1 N WHITE HORSE PIKE HAMMONTON NJ 08037 203953178 LABOR ORG NJ 501(c)(5) false UFCW LOCAL 27 AFL-CIO 21 WEST ROAD BALTIMORE MD 21204 521265190 LABOR ORG MD 501(c)(5) false St Mary's Catholic Home BOROUGH OF BRADLEY BEACH COUNTY OF MONMOUTH Colligas Family Market 21ST CENTRY PRO MANAGEMENT GRP ABC SUPPLY COMPANY ACME MARKETS INC ALLIED SPECIALTY FOODS INC 270 N Mill RD Vineland NJ 08360 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 St Bridgeton NJ 08302 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 false false false false false false false false false false false false true true false false false true true PART IV - RELATED ORGANIZATIONS TAXABLE AS CORPORATIONS: THE 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.