UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND (EIN 21-0681336)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201203209349308980
Schema version
2011v1.3
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)
Timestamp2012-11-15T17:08:02-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOND BEEBEBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST-WEST HIGHWAY SUITE 900AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208143423ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN210681336EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UFCW LOCAL 152 HEALTH AND WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% FRANK VACCAROInCareOfName
Name ControlUFCWNameControl
Phone8567931598Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameBRIAN STRINGName
TitleCHAIRMANTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRIAN GARSTECKIName
Phone3012726000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer Personbrian stringNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line127 ROLAND AVE STE 100AddressLine1
Citymount laurelCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
Gross Receipts94145121GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1956YearFormation
State Legal DomicileNJStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year89016976ProgramServiceRevenuePriorYear
Program Service Revenue CY93823173ProgramServiceRevenueCY
Investment Income Prior Year296706InvestmentIncomePriorYear
Investment Income Current Year321948InvestmentIncomeCurrentYear
Other Revenue Prior Year1045057OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year90358739TotalRevenuePriorYear
Total Revenue Current Year94145121TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year77417915BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY85108049BenefitsPaidToMembersCY
Salaries Etc Prior Year72SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year8943319OtherExpensePriorYear
Other Expenses Current Year8783447OtherExpensesCurrentYear
Total Expenses Prior Year86361306TotalExpensesPriorYear
Total Expenses Current Year93891496TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3997433RevenuesLessExpensesPriorYear
Revenues Less Expenses CY253625RevenuesLessExpensesCY
Total Assets BOY33216911TotalAssetsBOY
Total Assets EOY34646285TotalAssetsEOY
Total Liabilities BOY3110827TotalLiabilitiesBOY
Total Liabilities EOY4212745TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY30106084NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY30433540NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionSERVES 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.Description
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109616NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonFRANK VACCARONamePerson
Telephone Number8566625757TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line127 ROLAND AVENUE STE 100AddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DANIEL DOSENBACH
EMPLOYER TRUSTEE/SECRETARY1.0XX000
DEREK KINNEY
EMPLOYER TRUSTEE1.0X000
PATRICK J DURNING
EMPLOYER TRUSTEE1.0X000
DEWEY CANNELLA
EMPLOYER TRUSTEE1.0X000
JOAN WILLIAMS
EMPLOYER TRUSTEE (RESIGNED)1.0X000
BRIAN STRING
UNION TRUSTEE/CHAIRMAN1.0XX026410623420
MICHAEL MCWILLIAMS
UNION TRUSTEE1.0X01328350
ALI RIVZI
EMPLOYER TRUSTEE1.0X000
ANTHONY BENIGNO
UNION TRUSTEE1.0X022181322816
JOHN ROBBINS
UNION TRUSTEE1.0X01015820
GEORGE MURPHY JR
UNION TRUSTEE1.0X017094818130
LARRY LUCENTE
UNION TRUSTUEE1.0X01015820
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs992866TotalReportableCompFrmRltdOrgs
Total Other Compensation64366TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
TRI-STATE ADMINISTRATORS INC
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054PLAN ADMINISTRATOR3118349
HORIZON BLUE CROSS BLUE SHIELD OF N
THREE PENN PLAZA EASTNEWARKNJ08105ADMINISTRATOR FEE5041501
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYERS5251009273935792739357
PARTICIPANTS (COBRA)52510010838161083816
FieldValueIRS element (for citing)
Total Program Service Revenue93823173TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column321948TotalRevenueColumn
Exclusion$321,948ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

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Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column94145121TotalRevenueColumn
Related Or Exempt Function Income93823173RelatedOrExemptFunctionIncome
Exclusion$321,948ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total85108049Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

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Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

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Total0Total

Fees For Services Management FeesForServicesManagement

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Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total203618Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total48056Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total4902Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total8241176Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total26726Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total5497Total

Interest Interest

FieldValueIRS element (for citing)
Total198454Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total6390Total

Insurance Insurance

FieldValueIRS element (for citing)
Total47791Total

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionDUES AND MEMBERSHIPDescription
Total837Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total93891496Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY16904464BOY
EOY18338377EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3568234BOY
EOY4294238EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY37642BOY
EOY34329EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis23961LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec15175LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY15175BOY
EOY8786EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8170931BOY
EOY8558785EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4520465BOY
EOY3411770EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY33216911BOY
EOY34646285EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY574730BOY
EOY1826934EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2536097BOY
EOY2385811EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3110827BOY
EOY4212745EOY
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)
BOY30106084BOY
EOY30433540EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY30106084BOY
EOY30433540EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY33216911BOY
EOY34646285EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses253625ReconcilationRevenueExpenses
Reconcilation Other Changes73831ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteefalseAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis23961OtherCostOrOtherBasis
Depreciation15175Depreciation
Book Value8786BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings8786TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DUE FROM RELATED ENTITIES834915
HOSPITALIZATION DEPOSITS1692465
OTHER RECEIVABLES884390
FieldValueIRS element (for citing)
Total Book Value Other Assets3411770TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO RELATED ENTITIESDescription
Amount$2,385,811Amount
FieldValueIRS element (for citing)
Total Of Amounts2385811TotalOfAmounts
Total Revenue94145121TotalRevenue
Total Expenses93891496TotalExpenses
Excess Or Deficit For Year253625ExcessOrDeficitForYear
Net Unrealized GL On Investments73831NetUnrealizedGLOnInvestments
Total Adjustments73831TotalAdjustments
Excess Or Deficit Per FS327456ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt94214050TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments73831NetUnrealizedGainsInvestments
Revenue Not Rptd F99073831RevenueNotRptdF990
Revenue Subtotal94140219RevenueSubtotal
Investment Expenses Not Included4902InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt4902RevenueNotRptdOnFinStmt
Total Revenue Per Form99094145121TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt93886594TotExpensesEtcAuditedFinclStmt
Expenses Subtotal93886594ExpensesSubtotal
Investment Expenses Not Included24902InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt4902ExpensesNotRptdOnFinStmt
Total Expenses Per Form99093891496TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierFIN 48 FOOTNOTEIdentifier
Return ReferencePART X, LINE 2ReturnReference
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, 2011, 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 2008.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BRIAN STRING
0264106000000023420028752600
ANTHONY BENIGNO
0221813000000022816024462900
GEORGE MURPHY JR
0170948000003136014994018907800

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (21 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTSPART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
REVIEW PROCESS OF FORM 990PART VI, SECTION B, LINE 11BThe FORM 990 is routed to the Board of Trustees for review prior to filing.
SELECTION OF TRUSTEESPART VI, SECTION A, LINE 7AEmployer Trustees are designated by a majority of current seated Employer Trustees. Union Trustees are designated by the Union.
OTHER COMMITTEES WITH AUTHORITY TO ACTPART VI, SECTION A, LINE 8BTHE HEALTH AND WELFARE FUND DOES NOT HAVE ANY OTHER COMMITTEE THAT MAY ACT ON BEHALF OF THE GOVERNING BODY.
MONITOR AND COMPLIANCE OF CONFLICT OF INTEREST POLICYPART VI, SECTION B, LINE 12CThe 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.
FORM 990 AVAILABILITY TO OTHERSPART VI, SECTION C, LINE 18The Form 990 is available upon request for a period of three years from the due date of the return.
COMPENSATION REVIEW PROCESSPART VI, SECTION B, LINES 15A & 15Bthe 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. ________________________________________
NET CHANGES IN NET ASSETS OR FUND BALANCESPART XI, LINE 5$73,831 UNREALIZED GAIN ON INVESTMENTS
CONTRIBUTING EMPLOYER RECEIVABLES AT YEAR-ENDPART XContributions receivable outstanding at the plan's year-end from contributing employers represent amounts due for the last month of the fiscal year. These contributions are requirements, as stipulated under terms of written agreements and, approved by the governing board, with the employers that must be remitted to the plan on a timely basis. These amounts constitute receivables that were created in the ordinary course of the plan's business.
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DANIEL DOSENBACH TITLE:EMPLOYER TRUSTEE/SECRETARY HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DEREK KINNEY TITLE:EMPLOYER TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PATRICK J DURNING TITLE:EMPLOYER TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DEWEY CANNELLA TITLE:EMPLOYER TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOAN WILLIAMS TITLE:EMPLOYER TRUSTEE (RESIGNED) HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BRIAN STRING TITLE:UNION TRUSTEE/CHAIRMAN HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MICHAEL MCWILLIAMS TITLE:UNION TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ALI RIVZI TITLE:EMPLOYER TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANTHONY BENIGNO TITLE:UNION TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN ROBBINS TITLE:UNION TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GEORGE MURPHY JR TITLE:UNION TRUSTEE HOURS:39
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LARRY LUCENTE TITLE:UNION TRUSTUEE HOURS:39

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
UFCW LOCAL 152 SAVINGS PLAN
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054236421914PENSIONNJ401(A)N/Afalse
UFCW LOCAL 152 RETAIL MEAT PENSION FUND
27 ROLAND AVENUE STE 100MOUNT LAURELNJ08054236209656PENSIONNJ401(A)N/Afalse
St Mary's Catholic Home
210 St Marys DriveCherry HillNJ08003210634535nursery homeNJ501(c)(3)falseDiocese Camd
UFCW LOCAL 152
1 N WHITE HORSE PIKEHAMMONTONNJ08037203953178LABOR ORGNJ501(C)(5)N/Afalse
UFCW LOCAL 27 AFL-CIO
21 WEST ROADBALTIMOREMD21204521265190LABOR ORGMD501(C)(5)N/Afalse

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Colligas Family MarketBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line129 Snyder AveAddressLine1
CityPhiladelphiaCity
StatePAState
ZIP Code19148ZIPCode
FieldValueIRS element (for citing)
EIN202772801EIN
Primary ActivityGrocery RetailPrimaryActivity
Legal Domicile StatePALegalDomicileState
Predominant Income TypenonePredominantIncomeType
Share Of Total Income0ShareOfTotalIncome
Share Of EOY Assets0ShareOfEOYAssets
General Or Managing PartnerfalseGeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV (98 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityDirect Controlling Entity NADirectControllingEntityNA
ACME MARKETS
11840 Valley View RoadEden PrairieMN55344870440072GROCERY RETAILERMNSupervaluC CORP
21st Century Pro Management Group
660 Kings Highway Suite 203Cherry HillNJ08003N/A
ABM Industries Inc
420 Feheley DriveKing of PrussiaPA19406N/A
Allied Specialty Foods Inc
313 Hickory PLVinelandNJ08360231543124Protein processPAC corpN/A
Aunt Kitty's Food
270 N Mill RDVinelandNJ08360N/A
Avon Foods Inc
1275 Hornberger AveRoeblingNJ08554N/A
Barry Callebaut USA
1500 Suckle HWYPennsaukenNJ08110N/A
B&A Seafood Inc
3419 S Lawrence StPhiladelphiaPA19148N/A
B&B Poultry Co Inc
PO Box 307NormaNJ08347221850686Poultry processinNJS-corpN/A
Beef International Inc
7010 Central HWYPennsaukenNJ08109222462172Deli productsNJS-corpN/A
Berks Packing Company Inc
307-323 Bingaman StreetReadingPA19610N/A
Bevco Service Inc
1805 Bridgeboro RDEdgewater ParkNJ08010222242665Vending servicesNJS-corpN/A
Bishop McCarthy Residence
1045 E Chestnut AveVinelandNJ08360N/A
Blue Crab Seafood Inc
3441 S Lawrence StPhiladelphiaPA19148N/A
Borough of Bradley Beach
701 Main StBradley BeachNJ07720N/A
Bottino's
1000 N Pearl StBridgetonNJ08302N/A
Brown's Superstores
700 Delsea DRWestvilleNJ08093N/A
Case Pork Roll Copmany Inc
644 Washington StTrentonNJ08611220421718pork ManufacturerNJN/A
Catteli Brothers
50 Ferry AveCollingswoodNJ08103N/A
Century 21 CGW Realty
2167 Route 70 WCherry HillNJ08002N/A
Clement Pappas & Co Inc
1045 Parsonage RdSeabrookNJ08302210648161food manufacturerNJPappas LassondeC-corp
Coastal Pools & Spa
508 W Patcong AveLinwoodNJ08221223284541Pool/Spa ServiceNJS-corpN/A
Collingswood Manor
3311 Route 33NeptuneNJ07753N/A
Collins Family Markets Inc
1568 Chester PikeEddystonePA19022N/A
County of Monmouth
1 E Main StFreeholdNJ07728N/A
Dallas Airmotive Inc
900 Nolen Dr STE 100GrapevineTX76051N/A
D S Waters of America Inc
1761 Newport RoadEphrataPA17522N/A
David Mitchell Inc
210 Park DRVoorheesNJ08043N/A
Delaware Supermarkets
1600 W Newport PikeWilmingtonDE19804supermarketN/A
Dowling Food Service
PO Box 154LaytonNJ07851N/A
Drexeline Supervalu
PO Box 306Drexel HillPA19026N/A
Eatmor Market
856 Landis AvePittsgroveNJ08318N/A
E Frank Hopkins Co Inc
3427 S Lawrence StPhiladelphiaPA19148231538047Seafood Distrib.PAS-corpN/A
Eickhoff Shop Rites
1310 Fairview BLVDDelranNJ08075N/A
EG Emil & Son Inc
1344 N American StPhiladelphiaPA19122232482702Deli meat producePAS-corpN/A
Environmental Service Concepts
780 East Market Street Suite 275West ChesterPA19382N/A
European Coffee Classics
1401 Berlin Rd STE ACherry HillNJ08034N/A
Excel Welding & Ind Supply Inc
Philadelphia Naval Business CtrBldPhiladelphiaPA19112N/A
Family Food Products Inc
1271 Ford RdBensalemPA19020N/A
Foote & Jenks Corp
1420 Crestmont AveCamdenNJ08103953547475manufacturerNJS-corpN/A
General Mills
1 General Mills BoulevardMinneapolisMN55426410274440food manufacturerDEc corpN/A
George's Dreshertown Shop N Bag
1650 Limekiln Pike STE 29DresherPA19025N/A
George L Wells Meat Company
982 N Delaware AvePhiladelphiaPA19123N/A
Goya Foods Inc
100 Seaview DriveSecaucusNJ07094food manufacturerN/A
GMS Zallie's Holding
1239 Blackwood Clementon RoadClementonNJ08021205804490Grocery marketsNJS-corpN/A
Healthcare Services Group Inc
3220 tillman dr ste 300bensalemPA19020232018365PAc corpN/A
Holiday Markets
6499 Sackett StreetPhiladelphiaPA19149N/A
Incollingo's Family Market
1 North Virginia Avenue Suite 1Penns GroveNJ08069N/A
J&J Snack Foods Corp
6000 Central HWYPennsaukenNJ08109N/A
Johanaa Foods Inc
Johanna Farms RoadFlemingtonNJ08822N/A
Kaplan & Zubrin Inc
PO Box 1006CamdenNJ08101210684212Pickle PackingNJN/A
Keystone Foods
905 Airport Rd STE 400West ChesterPA19380N/A
Kraft Foods
1250 W North StDoverDE199047756food manufacturerc corpN/A
Kunzler & Company Inc
652 Manor StreetLancasterPA17603230780130Meat processingPAC-corpN/A
Lawrence Street Seafood
3101 South Lawrence StreetPhiladelphiaPA19148N/A
LFM Food Cart
31 E Broad StreetBridgetonNJ08302N/A
Liberty Bell Steak Company
3457 Janney StPhiladelphiaPA19134232409332Meat processingPAS-corpN/A
Liberty Food Stores Inc
3100 Quakerbridge RoadMercervilleNJ08619N/A
Meadow Lakes Facility
300 Meadow LakesEast WindsorNJ08620210643358senior housingNJSpringpoint Sr
Murphys of S Jersey
381 Medford Lakes RdTabernacleNJ08088N/A
Mystic Island Shop 'n Bag
200 Mathistown RdLittle Egg Harbor TWPNJ08087N/A
Ocean View Nursing & Rehab
2721 N Route 9Ocean ViewNJ08230N/A
Oceana Rehabilitation & Nursing Center
1 University PLZ STE 206HackensackNJ07601N/A
Old Fashioned Kitchen Inc
1045 Towbin AvenueLakewoodNJ08701N/A
Otto C Rode Inc
50 Paulsboro RDSwedesboroNJ08085N/A
Our Lady's Residence
1100 Clematis AvePleasantvilleNJ08232N/A
Pathmark
2 Paragon DRMontvaleNJ07645supermarketa&p tea company
Plumrose USA Inc
7 Lexington AveEast BrunswickNJ08816N/A
Puratos Corp
1941 Old Cuthbert RdCherry HillNJ08034N/A
R&R Shoprite
9910 Frankford AvePhiladelphiaPA19114N/A
Reed & Perrine Inc
Main Street PO Box 100TennentNJ07763N/A
Saker Supermarkets
922 Highway 33 Building 6 Suite 1FreeholdNJ07728N/A
Samuels & Son Seafood Company Inc
3400 S Lawrence StPhiladelphiaPA19148N/A
Sellmore Industries Inc
815 Smith StBuffaloNY14206160836600wholesalerNYC-corpN/A
Shieldalloy
35 S WEST BLVDNEWFIELDNJ08344N/A
Shoprite of Manahawkin
297 Route 72ManahawkinNJ08050222662417SupermarketNJPelmart IncS-corp
ShopRite of Mullica Hill
143 Bridgeton PikeMullica HillNJ08062supermarketN/A
ShopRite of West Chester
236 Raritan Center PKWYEdisonNJ08837supermarketN/A
Simmon's Foods Inc
9130 Griffith Morgan LNPennsaukenNJ08110N/A
Snow'sDoxsee Inc
994 Ocean DrCape MayNJ08204N/A
Solid Technologies
425 Whitehead AveSouth RiverNJ08882N/A
Somerset Stores LLC
1230 Blackwood Clementon RdClementonNJ08021113788506Grocery MarketsNJN/A
South Jersey Extended Care
1 University PLZ STE 206HackensackNJ07601N/A
Standard Parking
900 N Michigan Ave STE 1600ChicagoIL60655161171179mgt companyDEC-corpN/A
Starr Foods LLC
31 E Broad St STE 1BridgetonNJ08302N/A
Super Fresh Food Markets Inc
2 Paragon DrMontvaleNJ07645supermarketa&p tea company
Supermarkets of Cherry Hill Inc
600 Kings Highway NorthCherry HillNJ08034supermarketN/A
Sysco Philadelphia LLC
PO Box 6499PhiladelphiaPA19145N/A
Taylor Provisions Company
63 Perrine AveTrentonNJ08638N/A
The Fresh Grocer
PO Box 306Drexel HillPA19026N/A
TRC Inc
3000 Hedley StPhiladelphiaPA19137N/A
Tri-State Administrators Inc
27 Roland Ave Suite 100Mt LaurelNJ08054223478819third party adminNJN/A
United Methodist Homes of NJ
3311 Route 33NeptuneNJ07753N/A
Village Super Market Inc
733 Mountain AveSpringfieldNJ07081N/A
Wholesale Seafood Handling Inc
3400 S Lawrence StPhiladelphiaPA19148N/A
Wilson Meats Inc
1 Abington Plaza Suite 403JenkintownPA19046N/A
Zallies Supermarkets
1230 Blackwood Clementon RdClementonNJ08021222385129Grocery MarketsNJS-corpN/A
Lawrence Warehousing
3101 south lawrence streetphiladelphiaPA19148N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierRELATED PARTY DATAIdentifier
Return ReferencePART II - IVReturnReference
ExplanationUFCW LOCAL 152 HEALTH AND WELFARE FUND MADE A REASONABLE EFFORT TO COLLECT DATA REGARDING THE CONTRIBUTING EMPLOYERS TO THE PLAN PRIOR TO THE FILING OF THE RETURN.Explanation

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