UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND (EIN 23-7100610)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-14
IRS object ID
201122879349301362
Schema version
2010v3.4
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)
Timestamp2011-10-14T16:56:25-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line127913 Smyth DriveAddressLine1
CityValenciaCity
StateCAState
ZIP Code91355ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237100610EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD & COMMERCIAL WORKERS UNIONBusinessNameLine1
Business Name Line2711 FOOD EMPLYRS BENE FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone8004534584Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameTERRY RACHIELEName
TitleTRUSTEETitle
Phone8004534584Phone
Date Signed2011-10-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameRANDY D HENNINGFIELDName
Phone6612953363Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTERRY RACHIELENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14885 SOUTH 900 EASTAddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code84117ZIPCode
FieldValueIRS element (for citing)
Gross Receipts33898377GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1970YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERSActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year36228150ProgramServiceRevenuePriorYear
Program Service Revenue CY33877744ProgramServiceRevenueCY
Investment Income Prior Year59842InvestmentIncomePriorYear
Investment Income Current Year20633InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year36287992TotalRevenuePriorYear
Total Revenue Current Year33898377TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year37770747BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY34830734BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3027801OtherExpensePriorYear
Other Expenses Current Year2955867OtherExpensesCurrentYear
Total Expenses Prior Year40798548TotalExpensesPriorYear
Total Expenses Current Year37786601TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-4510556RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3888224RevenuesLessExpensesCY
Total Assets BOY24520272TotalAssetsBOY
Total Assets EOY20080450TotalAssetsEOY
Total Liabilities BOY12986515TotalLiabilitiesBOY
Total Liabilities EOY12434917TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY11533757NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY7645533NetAssetsOrFundBalancesEOY
Mission DescriptionHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERSMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense37786601Expense
FieldValueIRS element (for citing)
Total Of Other Program Service Exp37786601TotalOfOtherProgramServiceExp
Total Program Service Expense37786601TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961701NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

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

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
JAS INC
4885 SOUTH 900 EAST SUITE 202SALT LAKE CITYUT84117CONTRACT ADMINISTRATION946213
BEECH STREET
PO BOX 974616DALLASTX75397NETWORK ACCESS FEES395717
SHPS
9200 SHELBYVILLE ROAD 440LOUISVILLEKY40222CASE MANAGEMENT AND UTILIZATION REVIEW218729
A&G
4885 SOUTH 900 EAST SUITE 202SALT LAKE CITYUT84117NON PPO NEGOTIATED SAVINGS194140
MINES & ASSOCIATES
4885 SOUTH 900 EAST SUITE 202SALT LAKE CITYUT84117EAP SERVICES168676
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS4451003320107633201076
RETIREE CONTRIBUTIONS445100471100471100
COBRA CONTRIBUTIONS445100112999112999
SUBROGATIONS4451007348173481
FEDERAL COBRA SUBSIDY4451001908819088
FieldValueIRS element (for citing)
Total Program Service Revenue33877744TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column20633TotalRevenueColumn
Exclusion$20,633ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column33898377TotalRevenueColumn
Related Or Exempt Function Income33877744RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$20,633ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total34830734Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total946213Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total144339Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total21541Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total21359Total

Insurance Insurance

FieldValueIRS element (for citing)
Total29060Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotal
MEDICAL COST CONTAINMEN1171940
CONSULTING161494
PRINTING AND POSTAGE147471
ADMIN.-LAS VEGAS OFFICE101647
ADMINISTRATION - RX93860

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total116943Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total37786601Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY21482759BOY
EOY17174824EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3023201BOY
EOY2895935EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY14312BOY
EOY9691EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY24520272BOY
EOY20080450EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY96515BOY
EOY118917EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY12890000BOY
EOY12316000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12986515BOY
EOY12434917EOY
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)
BOY11533757BOY
EOY7645533EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11533757BOY
EOY7645533EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY24520272BOY
EOY20080450EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-3888224ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

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

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
IBNR PAYABLE$5,960,000
ACCUM ELIG CREDITS PAYABLE$6,356,000
FieldValueIRS element (for citing)
Total Of Amounts12316000TotalOfAmounts
Total Revenue33898377TotalRevenue
Total Expenses37786601TotalExpenses
Excess Or Deficit For Year-3888224ExcessOrDeficitForYear
Total Adjustments0TotalAdjustments
Excess Or Deficit Per FS-3888224ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt33898377TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal33898377RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99033898377TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt38360601TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal38360601ExpensesSubtotal
Other Expenses Not Included-574000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt-574000ExpensesNotRptdOnFinStmt
Total Expenses Per Form99037786601TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart XIII, Line 4b - Other Adjustments:Identifier
ExplanationCHANGE IN IBNR & EXTENDED ELIGIBILITY -574,000.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.