UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND (EIN 23-7100610)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-26
IRS object ID
201302079349300315
Schema version
2012v2.1
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)
Timestamp2013-07-26T11:34:27-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN542189926EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Henningfield & Associates IncBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line127913 Smyth DriveAddressLine1
CityValenciaCity
StateCAState
ZIP Code91355ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237100610EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD & COMMERCIAL WORKERS UNIONBusinessNameLine1
Business Name Line2LOCAL 711 FOOD EMPLOYERS BENEFIT FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone8004534584Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14885 SOUTH 900 EAST No 202AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84117ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameIAN SMITHName
TitleTRUSTEETitle
Phone8004534584Phone
Date Signed2013-07-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRANDY D HENNINGFIELDName
PTINP01364367PTIN
Phone6612953363Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonIAN SMITHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14885 SOUTH 900 EASTAddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84117ZIPCode
FieldValueIRS element (for citing)
Gross Receipts37022592GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1970YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERSActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year33606200ProgramServiceRevenuePriorYear
Program Service Revenue CY37013914ProgramServiceRevenueCY
Investment Income Prior Year12512InvestmentIncomePriorYear
Investment Income Current Year8678InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year33618712TotalRevenuePriorYear
Total Revenue Current Year37022592TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year35531769BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY34180463BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3028820OtherExpensePriorYear
Other Expenses Current Year3198461OtherExpensesCurrentYear
Total Expenses Prior Year38560589TotalExpensesPriorYear
Total Expenses Current Year37378924TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-4941877RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-356332RevenuesLessExpensesCY
Total Assets BOY14515943TotalAssetsBOY
Total Assets EOY13136271TotalAssetsEOY
Total Liabilities BOY11812287TotalLiabilitiesBOY
Total Liabilities EOY10788947TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2703656NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2347324NetAssetsOrFundBalancesEOY
Mission DescriptionHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERSMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense34180463Expense
DescriptionHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.Description
Total Program Service Expense34180463TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961538NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JAS INCBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8004534584TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14885 SOUTH 900 EAST 202AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84117ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DAVID GOODALL
TRUSTEE10.00X000
WILLIAM HORNBROOK
TRUSTEE10.00X000
DEANNA LEIVAS
TRUSTEE10.00X000
IAN ADAMS
TRUSTEE10.00X000
BRENT BOHN
TRUSTEE10.00X000
TERRY RACHIELE
TRUSTEE10.00X000
MICHAEL GITTINGS
TRUSTEE10.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
JAS INC
4885 SOUTH 900 EAST SUITE 202SALT LAKE CITYUT84117CONTRACT ADMINISTRATION918603
BEECH STREET
115 FIFTH AVE 7TH FLNEW YORKNY10003NETWORK ACCESS FEES710450
SHPS
9200 SHELBYVILLE ROAD 440LOUISVILLEKY40222CASE MANAGEMENT AND UTILIZATION REVIEW200729
MINES & ASSOCIATES
4885 SOUTH 900 EAST SUITE 202SALT LAKE CITYUT84117EAP SERVICES147492
SEYFARTH SHAW
2029 CENTURY PARK EAST SUITE 3300LOS ANGELESCA90067LEGAL SERVICES140625
FieldValueIRS element (for citing)
Number Of Contractors GT100 K6NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS4451003501142435011424
PARTICIPANT CONTRIBUTIONS44510020024902002490
FieldValueIRS element (for citing)
Total Program Service Revenue37013914TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8678TotalRevenueColumn
Exclusion$8,678ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column37022592TotalRevenueColumn
Related Or Exempt Function Income37013914RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$8,678ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total34180463Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total918603Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total194829Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total42168Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total146062Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16967Total

Insurance Insurance

FieldValueIRS element (for citing)
Total29366Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
MEDICAL COST CONTAINMEN1284469
CONSULTING204035
ADMINISTRATION - RX106825
ADMIN.-LAS VEGAS OFFICE104381

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total150756Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total37378924Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY11672727BOY
EOY9707428EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2833525BOY
EOY3414477EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9691BOY
EOY14366EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY14515943BOY
EOY13136271EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY180287BOY
EOY249947EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY11632000BOY
EOY10539000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY11812287BOY
EOY10788947EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY2703656BOY
EOY2347324EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2703656BOY
EOY2347324EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14515943BOY
EOY13136271EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-356332ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
IBNR PAYABLE$5,208,000
ACCUM ELIG CREDITS PAYABLE$5,331,000
FieldValueIRS element (for citing)
Total Of Amounts10539000TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt37022592TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal37022592RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99037022592TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt38471924TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal38471924ExpensesSubtotal
Other Expenses Not Included-1093000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt-1093000ExpensesNotRptdOnFinStmt
Total Expenses Per Form99037378924TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPart XII, Line 4b - Other Adjustments:Identifier
ExplanationCHANGE IN IBNR & EXTENDED ELIGIBILITY -1,093,000.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 3The trustees have contracted with a third party administrator to perform the everyday administration of the fund.
Form 990, Part VI, Section B, line 11A copy of Form 990 was presented to the trustees for review and signatures.
Form 990, Part VI, Section C, line 19Summary Annual Reports are provided to all participants annually. SPDs and audited financial statements are available from the administrator upon request, as well as the DOL website.
Form 990, Part VIIDAVID GOODALL - 618 Michillinda Ave.,, ARCADIA, CA 91007. WILLIAM HORNBROOK - 1201 N. DECATUR,, LAS VEGAS, NV 89108. DEANNA LEIVAS - 1201 N. DECATUR,, LAS VEGAS, NV 89108. IAN ADAMS - 4885 So 900 East,, SALT LAKE CITY, UT 84117. BRENT BOHN - 1421 S. Manhattan Ave.,, FULLERTON, CA 92831. TERRY RACHIELE - 1201 N. DECATUR,, LAS VEGAS, NV 89108. MICHAEL GITTINGS - 1201 N. DECATUR,, LAS VEGAS, NV 89108.Contact Addresses for Officers, Directors, Etc

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateType Of EntityTypeOfEntityControlled OrgControlledOrg
ALBERTSON'S
1421 S MANHATTAN AVEFULLERTONCA92831204057706RETAIL GROCERSCAC0
SMITH' FOOD 4 LESS
4885 S 900 EASTSALT LAKE CITYUT84117870258768RETAIL GROCERSCAC0
VONS SAFEWAY
618 MICHILLINDA AVEARCADIACA91007381623900RETAIL GROCERSCAC0
UFCW LOCAL 711
1201 NORTH DECATURLAS VEGASNV89108880057132LABOR UNIONNVC0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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