2026-02-25T12:11:40-06:00 2025-04-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2024-05-01 232949242 UFCW 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND UFCW 6109419400 3031-B WALTON ROAD PLYMOUTH MEETING PA 19462 WENDELL W YOUNG IV TRUSTEE 6109419400 2026-02-18 1 1 DAVID S ROSS CPA P01706199 6107799555 2024 2025-03-06 01:10:19Z WENDELL W YOUNG IV 3031-B WALTON ROAD PLYMOUTH MEETING PA 19462 97560204 0 X N/A X 1967 PA THE FUND IS A MULTIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND UFCW LOCAL UNION 1776. 10 10 0 0 0 0 0 0 58512836 63573455 3722108 3643356 0 6859 62234944 67223670 0 0 41255046 44366591 0 0 0 0 0 7700445 9944725 48955491 54311316 13279453 12912354 95418566 108243273 1744278 1880852 93674288 106362421 THE FUND IS A MULTIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND UFCW LOCAL UNION 1776. 0 0 54311316 MEDICAL AND HEALTH BENEFITS FOR UNION PARTICIPANTS 54311316 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 65 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEYSTONE 74 BENEFITS & ADMINISTRATION 6109419400 3031B WALTON ROAD PLYMOUTH MEETING PA 19462 X WENDELL W YOUNG IV UNION TRUSTEE 1.00 X 0 0 0 LEN PURNELL UNION TRUSTEE 1.00 X 0 0 0 DANEEN BOYCE UNION TRUSTEE 1.00 X 0 0 0 MARK JACOBS UNION TRUSTEE 1.00 X 0 0 0 NANCY YOUNG UNION TRUSTEE 1.00 X 0 0 0 ROB MCVEIGH UNION TRUSTEE 1.00 X 0 0 0 DAN DOSENBACH EMPLOYER TRUSTEE 1.00 X 0 0 0 MAUREEN SKEDZIELEWSKI EMPLOYER TRUSTEE 1.00 X 0 0 0 JOAN WILLIAMS EMPLOYER TRUSTEE 1.00 X 0 0 0 LISSA WOLCOTT EMPLOYER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 HEALTHCARE STRATEGIES INC 3031-B WALTON ROAD PLYMOUTH MEETING PA 19462 PLAN ADMINSTRATION 5962729 INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA PA 19103 CLAIMS PROCESSING 1713903 MENTAL HEALTH CONSULTANTS 1501 LOWER STATE ROAD NORTH WALES PA 19454 HEALTH CARE MGMNT 238388 BOLTON PARTNERS NORTHEAST 325 SENTRY PARKWAY BLUE BELL PA 19422 ACTUARY SERVICES 202500 WELLS FARGO ADVISORS 2005 S EASTON ROAD DOYLESTOWN PA 18901 INVESTMENT CUSTODIAN 155797 5 EMPLOYER CONTRIBUTIONS 525100 61786808 61786808 PARTICIPANT CONTRIBUTIONS 525100 1786647 1786647 63573455 3595462 3595462 30384428 30336534 47894 47894 47894 OTHER INCOME 525100 6859 6859 6859 67223670 63580314 0 3643356 44366591 5962729 82544 28950 172445 220128 3916 216069 47344 60857 20339 PRESCRIPTION, DENTAL AN 2171152 STOP LOSS INSURANCE 952798 POSTAGE & DELIVERY 3379 DUES 2075 54311316 29551164 16414310 17151649 32115206 467603 465530 1189381 876859 373379 312522 46225771 57800705 1649000 1135000 95418566 108243273 202430 120253 1541848 1760599 1744278 1880852 X 0 0 0 0 93674288 106362421 93674288 106362421 95418566 108243273 12912354 -224221 0 X X 0 1 X 0 0 1189381 876859 312522 312522 HEALTH CLAIMS PAYABLE 670449 PRESCRIPTION BENEFITS PAYABLE 1005090 VISION CLAIMS PAYABLE 28793 CHILDCARE BENEFITS PAYABLE 19945 DUE TO AFFILIATES 36322 1760599 X 66827004 -224221 -224221 67051225 172445 172445 67223670 53942968 0 53942968 172445 195903 368348 54311316 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES THAT IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO APRIL 30, 2023. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CURRENT BENEFIT OBLIGATIONS 195,903. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT QUALIFIED PUBLIC ACCOUNTANTS WHICH ALSO PERFORM AN AUDIT OF THE FUND'S BOOKS AND RECORDS. THE COMPLETED FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO ERISA AND THE TRUSTEES CONFORM TO ITS REGULATIONS. SECTION 404 AND 406 OF ERISA CONTAIN STRICT FIDUCIARY RULES AND CONFLICTS OF INTEREST PROHIBITIONS. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 AS REQUIRED BY ERISA THE FUND'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FUND'S ADMINISTRATOR. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS THE GOVERNING BODY THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776 3031-A WALTON ROAD PLYMOUTH MEETING PA 19462 230725077 LABOR UNION PA 501(C)(5) 0 UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND 3031-B WALTON ROAD PLYMOUTH MEETING PA 19462 236461717 ERISA PLAN PA 401 0 ACME MARKET 231622702 CONTRIBUTING EMPLOYER 0 BROWN'S SHOPRITE 222813419 CONTRIBUTING EMPLOYER 0 CITTERIO USA CORP CONTRIBUTING EMPLOYER 0 HANOVER FOODS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 ACME MARKETS S 30694403 PER COLLECTIVE BARGAINING AGREEME SHOP RITE BROWNS S 2379698 PER COLLECTIVE BARGAINING AGREEME CITTERIO USA CORP S 7810551 PER COLLECTIVE BARGAINING AGREEME HANOVER FOODS S 3183004 PER COLLECTIVE BARGAINING AGREEME UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776 S 809972 PER COLLECTIVE BARGAINING AGREEME UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776 K 212069 FAIR MARKET VALUE