FELRA AND UFCW HEALTH AND WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FELRA AND UFCW HEALTH AND WELFARE FUND (EIN 52-1036978)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349302837
- 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 | 2012-11-13T13:45:14-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208078757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521036978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOOD EMPLOYERS LABOR RELATIONS ASSOC AND | BusinessNameLine1 |
| Business Name Line2 | UNITED FOOD & COMMERCIAL WRKS H&W FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOOD | NameControl |
| Phone | 4106836500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 211529459 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | T MCNUTT -UNIONI KRESS -EMPLOYER | Name |
| Title | TRUSTEES | Title |
| Phone | 4106836500 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M HERISHEN CPA | Name |
| PTIN | P00361968 | PTIN |
| Phone | 3018307400 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BOARD OF TRUSTEES OF FELR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 211529459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 210048921 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | 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 | 168030243 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 163680294 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4314804 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1172432 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 93209 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1666441 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 172438256 | TotalRevenuePriorYear |
| Total Revenue Current Year | 166519167 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 164339462 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 164456145 | 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 | 11362060 | OtherExpensePriorYear |
| Other Expenses Current Year | 11058824 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 175701522 | TotalExpensesPriorYear |
| Total Expenses Current Year | 175514969 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3263266 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8995802 | RevenuesLessExpensesCY |
| Total Assets BOY | 123466743 | TotalAssetsBOY |
| Total Assets EOY | 115812440 | TotalAssetsEOY |
| Total Liabilities BOY | 2081454 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2087526 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 121385289 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 113724914 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION AND UNITED FOOD AND COMMERCIAL WORKERS HEALTH AND WELFARE FUND IS A MULTIEMPLOYER, COLLECTIVELY-BARGAINED EMPLOYEE WELFARE BENEFIT TRUST, WHICH PROVIDES MEDICAL, HOSPITAL, ACCIDENT AND SICKNESS, PRESCRIPTION DRUG, DENTAL, VISION, SEVERANCE, LEGAL ASSISTANCE, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES COVERED UNDER THE FUND'S PLAN OF BENEFITS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | SERVED AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDED MEDICAL, HOSPITAL, ACCIDENT, AND SICKNESS, PRESCRIPTION DRUG, DENTAL, VISION, SEVERANCE, LEGAL ASSISTANCE, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. | 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 | 1 | 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 | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 1 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | 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 | ASSOCIATED ADMINISTRATORS LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4106836500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| J PARADIS | |||||
| CHAIRMAN/EMPLOYER TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| E MASTEN | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 145222 | 17930 |
| T MCNUTT | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 249895 | 16993 |
| G MURPHY JR | |||||
| SECRETARY/UNION TRUSTEE | 2.00 | X | 0 | 170948 | 18130 |
| M BOYLE | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 125776 | 16993 |
| F STEGMEN | |||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| D GWIN | |||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| I KRESS | |||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 691841 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 70046 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | 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 |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | |||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | CONTRACT ADMINISTRATION | 5896025 |
| ROBERT A ADES & ASSOCIATES PC | |||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | LEGAL BENEFITS | 2904632 |
| AKMAN & ASSOCIATES | |||||
| 1402 FRONT AVENUE | LUTHERVILLE | MD | 21093 | LEGAL BENEFITS | 1674392 |
| VALUE OPTIONS INC | |||||
| 45861 ALPHA DRIVE SUITE 150 | WIXOM | MI | 48393 | INSURANCE | 749658 |
| HEALTH DIALOG SERVICES CORPORATION | |||||
| 60 STATE STREET SUITE 1100 | BOSTON | MA | 02109 | CLAIMS ADMINISTRATION | 720000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 154781954 | 154781954 |
| PARTICIPANT CONTRIBUTI | 525100 | 8898340 | 8898340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 163680294 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1936622 | TotalRevenueColumn |
| Exclusion | $1,936,622 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42765564 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43529754 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -764190 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -764190 | TotalRevenueColumn |
| Related Or Exempt Function Income | -764190 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ERRP | 900099 | 1420919 | 1420919 | |
| OTHER INCOME | 900099 | 245522 | $245,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1666441 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166519167 | TotalRevenueColumn |
| Related Or Exempt Function Income | 164337023 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,182,144 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164456145 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545825 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73472 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321780 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3852352 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264095 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18515 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51752 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEDICAL CLAIMS ADMIN. F | 5820765 |
| PRESCRIPTION ADMIN. FEE | 84133 |
| HOSPITAL AUDITS | 26135 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175514969 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2444318 | BOY |
| EOY | 2119479 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35241229 | BOY |
| EOY | 41231963 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13979398 | BOY |
| EOY | 13065639 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44354050 | BOY |
| EOY | 43955628 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24078383 | BOY |
| EOY | 14990706 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3369365 | BOY |
| EOY | 449025 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123466743 | BOY |
| EOY | 115812440 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2077097 | BOY |
| EOY | 1750205 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4357 | BOY |
| EOY | 337321 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2081454 | BOY |
| EOY | 2087526 | 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 | 121385289 | BOY |
| EOY | 113724914 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121385289 | BOY |
| EOY | 113724914 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123466743 | BOY |
| EOY | 115812440 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -8995802 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1335427 | 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 Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIPS AND COMMON COLLECTIVE TRUSTS | Description |
| Book Value | 14990706 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14990706 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BROKER-PURCHASES | Description |
| Amount | $337,321 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 337321 | TotalOfAmounts |
| Total Revenue | 166519167 | TotalRevenue |
| Total Expenses | 175514969 | TotalExpenses |
| Excess Or Deficit For Year | -8995802 | ExcessOrDeficitForYear |
| Other | $1,335,427 | OtherAmount |
| Total Adjustments | 1335427 | TotalAdjustments |
| Excess Or Deficit Per FS | -7660375 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 167532813 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1335426 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1335426 | RevenueNotRptdF990 |
| Revenue Subtotal | 166197387 | RevenueSubtotal |
| Investment Expenses Not Included | 321780 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 321780 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 166519167 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 175193189 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 175193189 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 321780 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 321780 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 175514969 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 - OTHER ADJUSTMENTS: | Identifier |
| Explanation | UNREALIZED GAIN ON INVESTMENTS 1,335,427. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E MASTEN | |||||||||||||
| 0 | 145222 | 0 | 0 | 0 | 0 | 0 | 3136 | 0 | 14794 | 0 | 163152 | 0 | 0 |
| T MCNUTT | |||||||||||||
| 0 | 225710 | 0 | 0 | 0 | 24185 | 0 | 2567 | 0 | 14426 | 0 | 266888 | 0 | 0 |
| G MURPHY JR | |||||||||||||
| 0 | 170948 | 0 | 0 | 0 | 0 | 0 | 3136 | 0 | 14994 | 0 | 189078 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | WHEN A TRUSTEE VACANCY ARISES, THE UNITED FOOD AND COMMERCIAL WORKERS, INTERNATIONAL UNION, AFL-CIO, LOCALS 27 AND 400 HAVE THE POWER TO APPOINT UNION TRUSTEES FOR THE FUND, EMPLOYER TRUSTEE APPOINTMENTS ARE MADE BY THE FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES IS PROVIDED A DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO THE SUBMISSION OF THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTIONS 404 AND 406 AND THE FUND'S CONFLICT OF INTEREST POLICY IS SET FORTH IN ERISA SECTIONS 404 AND 406. THE BOARD OF TRUSTEES MONITORS AND ENFORCES THE FUND'S COMPLIANCE WITH ERISA, WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES AS REQUIRED BY ERISA. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED GAIN ON INVESTMENTS 1,335,427. TOTAL TO FORM 990, PART XI, LINE 5: 1,335,427. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE FUNDS' BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION & UFCW PENSION PLAN | ||||||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | 526128473 | PENSION FUND | MD | 401(A) | 0 |
| MID-ATLANTIC RETAIL FOOD INDUSTRY JOINT LABOR MANAGEMENT FUND | ||||||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | 522249730 | PROMOTE UNION LABOR AND IMPROVE JOB SECURITY | MD | 501(C)(5) | 0 |
| UFCW LOCAL 400 | ||||||||
| 4301 GARDEN CITY DRIVE | LANDOVER | MD | 20785 | 530241580 | LABOR UNION | MD | 501(C)(5) | 0 |
| UFCW LOCAL 27 | ||||||||
| 21 WEST ROAD | TOWSON | MD | 21204 | 521265190 | LABOR UNION | MD | 501(C)(5) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| SAFEWAY STORES INC | |||||||
| PO BOX 52035 | PHOENIX | AZ | 85038 | 943019135 | EMPLOYER | AZ | C |
| STOP & SHOP SUPERMARKETS (GIANT) CO | |||||||
| 1385 HANCOCK STREET | QUINCY | MA | 02169 | 530073545 | EMPLOYER | MA | C |
| EDDIES ST PAUL | |||||||
| 3117 ST PAUL STREET | BALTIMORE | MD | 21208 | EMPLOYER | MD | C | |
| SUPER FRESH STORES INC | |||||||
| TWO PARAGON DRIVE | MONTVALE | NJ | 07645 | 131890974 | EMPLOYER | NJ | C |
| FRESH & GREENS | |||||||
| 1238 BAY DALE DRIVE | ARNOLD | MD | 21012 | 220224016 | EMPLOYER | MD | C |
| 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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