UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND (EIN 95-2301788)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-06
- IRS object ID
- 201320379349300627
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-06T15:07:15-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300702322 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMMING MORSE CPA'S AND CONSULTANTS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 600 | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952301788 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED FOOD & COMMERCIAL WORKERS UNIONS | BusinessNameLine1 |
| Business Name Line2 | & FOOD EMPLOYERS BEN FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7142202297 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6425 KATELLA AVE | AddressLine1 |
| City | CYPRESS | City |
| State | CA | State |
| ZIP Code | 90630 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADMINISTRATOR | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 7142202297 | Phone |
| Date Signed | 2013-02-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158364000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6425 KATELLA AVE | AddressLine1 |
| City | CYPRESS | City |
| State | CA | State |
| ZIP Code | 90630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1538078198 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 454314794 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 504022683 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1196824 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1021427 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4723529 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7765094 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 460235147 | TotalRevenuePriorYear |
| Total Revenue Current Year | 512809204 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 507608563 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 519221569 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27143710 | OtherExpensePriorYear |
| Other Expenses Current Year | 28511301 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 534752273 | TotalExpensesPriorYear |
| Total Expenses Current Year | 547732870 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -74517126 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -34923666 | RevenuesLessExpensesCY |
| Total Assets BOY | 337282112 | TotalAssetsBOY |
| Total Assets EOY | 251998301 | TotalAssetsEOY |
| Total Liabilities BOY | 221910180 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 171844688 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 115371932 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 80153613 | NetAssetsOrFundBalancesEOY |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE PLAN IS A MULTI-EMPLOYER WELFARE BENEFIT PLAN PROVIDING HOSPITAL, MEDICAL, PSYCHIATRIC, PREVENTIVE MEDICINE, DENTAL ORTHODONTIA, PRESCRIPTION DRUG, DEATH, INDUSTRY VACATION AND VISION CARE BENEFITS | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17683 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL MELTZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7142202297 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6425 KATELLA AVENUE | AddressLine1 |
| City | CYPRESS | City |
| State | CA | State |
| ZIP Code | 90630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| GREG CONGER | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| RICARDO ICAZA | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| BILL LATHROP | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| CONNIE LEYVA | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| MICHAEL KASPARIAN | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| MICHAEL STRAETER | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| KATHLEEN A FINAZZO | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| FRANK JORGENSEN | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| BRENT BOHN | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| LEROY WESTMORELAND | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SC UFCW ADMINISTRATION LLC | |||||
| 6425 KATELLA AVE | CYPRESS | CA | 90630 | CONTRACT ADMINISTRATOR | 17900125 |
| HEALTH MANAGEMENT CONCEPTS | |||||
| 181 COMMODORE DR | JUPITER | FL | 33477 | CONSULTANT | 909745 |
| THE SEGAL COMPANY | |||||
| 100 MONTGOMERY STREET SUITE 500 | SAN FRANCISCO | CA | 94104 | ACTUARY/CONSULTANT | 580151 |
| SEYFARTH SHAW LLP | |||||
| ONE CENTURY PLAZA SUITE 3500 | LOS ANGELES | CA | 900673021 | LEGAL COUNSEL | 559166 |
| CREWS MACQUARRIE & ASSOCIATES | |||||
| 2855 MICHELLE DR SUITE 100 | IRVINE | CA | 92606 | ACTUARY/CONSULTANT | 333488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 470885137 | 470885137 |
| PARTICIPANT CONT. | 900099 | 32812157 | 32812157 |
| COBRA SUBSIDY | 900099 | 325389 | 325389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 504022683 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2204699 | TotalRevenueColumn |
| Exclusion | $2,204,699 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1024085722 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1025268994 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1183272 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1183272 | TotalRevenueColumn |
| Exclusion | -$1,183,272 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE PART D SUBSID | 900099 | 4188121 | 4188121 |
| MHNS SETTLEMENT | 900099 | 3237919 | 3237919 |
| OTHER INCOME | 900099 | 339054 | 339054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7765094 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 512809204 | TotalRevenueColumn |
| Related Or Exempt Function Income | 511787777 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,021,427 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519221569 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17900125 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871602 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66284 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60611 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59038 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253050 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| COST CONTAINMENT FEES | 5856438 |
| ACTUARIAL CONSULTANTS | 1833490 |
| PRINTING | 611273 |
| POSTAGE | 554909 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444131 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547732870 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69167819 | BOY |
| EOY | 46272492 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36063689 | BOY |
| EOY | 43368843 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213268 | BOY |
| EOY | 222356 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229656627 | BOY |
| EOY | 152748943 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2180709 | BOY |
| EOY | 9385667 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337282112 | BOY |
| EOY | 251998301 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376696 | BOY |
| EOY | 608924 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221533484 | BOY |
| EOY | 171235764 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221910180 | BOY |
| EOY | 171844688 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115371932 | BOY |
| EOY | 80153613 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115371932 | BOY |
| EOY | 80153613 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337282112 | BOY |
| EOY | 251998301 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -34923666 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -294653 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GROUP INSURANCE PREMIUMS AND CLAIMS PAYABLE | $74,216,244 |
| CLAIMS INCURRED BUT NOT REPORTED | $35,673,000 |
| ANCILLARY AWARDS AND GRANTS NOT USED | $150,000 |
| CASH - OPERATING ACCOUNTS (OVERDRAFT) | $9,546,129 |
| LIABILITY TO RETURN COLLATERAL FOR SECURITY ON LOAN | $51,650,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 171235764 | TotalOfAmounts |
| Total Revenue | 512809204 | TotalRevenue |
| Total Expenses | 547732870 | TotalExpenses |
| Excess Or Deficit For Year | -34923666 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -294653 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -294653 | TotalAdjustments |
| Excess Or Deficit Per FS | -35218319 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 512514551 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -294653 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -294653 | RevenueNotRptdF990 |
| Revenue Subtotal | 512809204 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 512809204 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 547732870 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 547732870 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 547732870 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART IV, LINE 34 | THE TRUST FUND HAS A SPECIFIC PROCEDURE IN PLACE FOR THIS NEW DISCLOSURE REQUIREMENT ON THE SCHEDULE R. THE ADMINISTRATOR HAS SENT OUT A QUESTIONNAIRE TO OBTAIN THE REQUIRED INFORMATION FROM THE CONTRIBUTING EMPLOYERS. THE ENCLOSED INFORMATION REPRESENTS WHAT THE TRUST FUND HAS RECEIVED TO DATE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -294,653. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| SO CA UFCW UNIONS & FOOD EMPLOYERS JOINT PENSION TRUST FUND | ||||||||
| 6425 KATELLA AVENUE | CYPRESS | CA | 90630 | 951939092 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | 0 |
| SO CA UNITED FOOD & COMM WORKERS UNIONS & FOOD EMPOYERS INDIV ACCT | ||||||||
| 6425 KATELLA AVENUE | CYPRESS | CA | 90630 | 330548757 | TO PROVIDE ANNUITY PENSION BENEFITS TO ELIGBLE PARTICIPANTS | CA | 401A | 0 |
| UFCW UNION LOCAL NO 770 | ||||||||
| 630 SHATTO PLACE | LOS ANGELES | CA | 90005 | 954076624 | LABOR UNION | CA | 501C5 | 0 |
| UFCW AND GOLDEN STATE | ||||||||
| 2200 PROFESSIONAL DR SUITE 150 | ROSEVILLE | CA | 95661 | 940801845 | LABOR UNION | CA | 501C5 | 0 |
| UFCW REGION AND STATES COUNCIL | ||||||||
| 8530 STANTON AVE SUITE 2A | BUENA PARK | CA | 90620 | 330453517 | LABOR ORGANIZATION | CA | 501C5 | 0 |
| UFCW UNION LOCAL NO 1442 | ||||||||
| 550 CONTINENTAL BLVD 130 | EL SEGUNDO | CA | 90245 | 951144478 | CA | 501C5 | 0 | |
| UFCW UNION LOCAL NO 324 | ||||||||
| 8530 STANTON AVE | BUENA PARK | CA | 90620 | 951144467 | LABOR UNION | CA | 501C5 | 0 |
| UFCW INT'L UNION LOCAL NO 1428 | ||||||||
| 705 W ARROW HWY | CLAREMONT | CA | 91711 | 951408369 | UNITE MEMBERS INTO ONE ORGANIZATION | CA | 501C5 | 0 |
| UFCW UNION LOCAL NO 135 | ||||||||
| 2001 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | 330151835 | LABOR UNION - MEMBER REPRESENTATION | CA | 501C5 | 0 |
| UFCW UNION LOCAL NO 1167 | ||||||||
| 855W SAN BERNARDINO AVE | BLOOMINGTON | CA | 92316 | 951144469 | LABOR UNION | CA | 501C5 | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|
| NAGATANIEN RS FOODS LLC | ||||||||
| 825 BALDWIN PARK BLVD | INDUSTRY | CA | 91746 | 452325951 | CONCESSION STAND IN SUPERMARKETS | CA | 0 | 0 |
| HOWS MARKETS LLC | ||||||||
| 3035 E HUNTINGTON DR | PASADENA | CA | 91107 | 954729119 | SUPERMARKET | CA | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| NEW ALBERTSON'S INC | |||||||
| 11840 VALLEY VIEW RD | EDEN PRAIRIE | MN | 55344 | 204097706 | DISTRIBUTION & WHOLESALE/RETAIL SALES | MN | C |
| BEACH GROCERY CO INC | |||||||
| PO BOX 231 | BURBANK | CA | 91503 | 951280046 | RETAIL SUPERMARKET | CA | C |
| BLEIWEISS COMMUNICATIONS INC | |||||||
| 4391 PARK MILANO | CALABASAS | CA | 91302 | 953676526 | COMMUNICATIONS/PUBLISHING | CA | C |
| BRIDGFORD FOOD PROCESSING CORP | |||||||
| 1308 N PATT ST | ANAHEIM | CA | 92801 | 952149638 | PROCESS BREAD & MEAT PRODUCTS | CA | C |
| DIAMOND BAKERY INC | |||||||
| 335 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | 953130926 | BAKERY | CA | C |
| GAUGE CONSULTING INC | |||||||
| 2691 RICHTER AVE 129 | IRVINE | CA | 92606 | 204865695 | SUSHI WHOLESALE | CA | C |
| GELSON'S MARKETS | |||||||
| PO BOX 512256 | LOS ANGELES | CA | 900510256 | 952090136 | RETAIL SUPERMARKET | CA | C |
| GREEN FROG MARKET BERNARD INC | |||||||
| 258 BERNARDST | BAKERSFIELD | CA | 93305 | 271760211 | GROCERY STORE | CA | S |
| JJ GRACE INC | |||||||
| 277 MATHILDA DR | GOLETA | CA | 93117 | 270917894 | RESTAURANT | CA | C |
| KEIL'S FOOD STORES INC | |||||||
| 3015 CLAIREMENT DR | SAN DEIGO | CA | 92117 | 911427853 | RETAIL | CA | S |
| RALPH V MODUGNO INC | |||||||
| 324 W MONTECITO ST | SANTA BARBARA | CA | 93101 | 953728521 | RETAIL GROCERY | CA | C |
| RICE GARDEN INC | |||||||
| 2121 W MISSION RD 301 | ALHAMBRA | CA | 91803 | 208663297 | LIMITED SERVICE RESTAURANT | CA | C |
| SAFEWAY INC | |||||||
| 5918 STONERIDGE MALL RD | PLEASANTON | CA | 94588 | 381623900 | RETAIL | CA | C |
| SCOLARI'S OF CALIFORNIA INC | |||||||
| 5410 LONGLEY LANE | RENO | NV | 89511 | 953137362 | FOOD STORES | CA | C |
| SMITH'S BAKERIES INC | |||||||
| 2808 UNION AVE | BAKERSFIELD | CA | 93305 | 204014210 | RETAIL BAKERY | CA | S |
| JT & DELENA STARR INC DBA STARR MARKET | |||||||
| 131 W OJAI AVENUE | OJAI | CA | 93023 | 952689266 | GROCERY STORE | CA | C |
| STATER BROS MARKETS | |||||||
| 301 S TIPPECANOE | SAN BERNARDINO | CA | 92408 | 952586175 | RETAIL GROCERY | CA | C |
| SUPER A FOODS INC | |||||||
| 7200 DOMINION CIRCLE | COMMERCE | CA | 90040 | 952858254 | SUPERMARKET CHAIN | CA | C |
| VICENTE FOODS INC | |||||||
| 12027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | 954419262 | RETAIL GROCERY | CA | S |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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