2026-09-14T15:19:52-05:00 2025-11-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT ROAD 5TH FLOOR BALA CYNWYD PA 19004 990 2024-12-01 237042767 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 1262 & EMPLOYERS HEALTH & WELFARE UNIT 9737785800 1389 BROAD ST CLIFTON NJ 07013 HARVEY WHILLE TRUSTEE 9737785800 2026-09-14 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-09-14 2024 HARVEY WHILLE 1389 BROAD ST CLIFTON NJ 07013 38520861 0 X WWW.UFCW1262.ORG X 1968 NJ TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 6 3 0 0 0 0 0 0 34821863 33828658 320268 501384 0 0 35142131 34330042 0 0 33037751 33180246 544032 601391 0 0 0 797478 767874 34379261 34549511 762870 -219469 15053773 17770090 218087 2914059 14835686 14856031 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 X ROBERT GEREMINO CONTROLLER 1973778580 1389 BROAD ST CLIFTON NJ 07013 HARVEY WHILLE UNION TRUSTEE - CHAIRMAN 0.50 40.00 X 0 458188 32087 BETTY LAUGHERY UNION TRUSTEE 0.50 40.00 X 44738 173480 32087 DONALD MERRITT UNION TRUSTEE 0.50 40.00 X 0 217504 32087 JAMES FEIMSTER UNION TRUSTEE (P) 0.50 40.00 X 0 162692 32087 MICHELLE CASTELLANA EMPLOYER TRUSTEE 0.50 X 0 0 0 GENE DEL ROSARIO EMPLOYER TRUSTEE 0.50 X 0 0 0 CHRISTA KRAMER EMPLOYER TRUSTEE 0.50 X 0 0 0 JAMES MCGINN EMPLOYER TRUSTEE (P) 0.50 X 0 0 0 44738 1011864 128348 0 0 1 0 HORIZON HEALTHCARE SERVICES INC 3 PENN PLAZA EAST NEWARK NJ 07105 CLAIMS ADMINISTRATOR 974779 EXPRESS SCRIPTS 115 TABOR RD MORRIS PLAINS NJ 07950 CLAIMS ADMINISTRATOR 212397 FRANK VACCARO & ASSOCIATES INC 27 ROLAND AVE 200 MOUNT LAUREL NJ 08054 THIRD PARTY ADMINISTRATOR 183279 3 EMPLOYER CONTRIBUTIONS 900099 33164376 33164376 RETIREE CONTRIBUTIONS 900099 312658 312658 LEGAL CONTRIBUTIONS 900099 178907 178907 COBRA CONTRIBUTIONS 900099 172717 172717 33828658 469234 469234 4222969 4190819 32150 32150 32150 34330042 33828658 0 501384 33180246 44738 393563 26714 103579 32797 183279 81634 47000 43603 84685 80186 179558 28159 3644 3872 18888 FEES MANDATED BY THE AF 13366 34549511 1548706 960384 338834 870747 1210554 3168823 10560 9797 70875 63420 6600 7455 10260134 10905160 992871 1031166 685514 816558 15053773 17770090 62363 83570 155724 2830489 218087 2914059 X 0 0 0 0 14835686 14856031 14835686 14856031 15053773 17770090 -219469 239814 0 X X 0 1 X 1 0 2528 2528 0 68347 60892 7455 7455 LIMITED PARTNERSHIPS 1031166 F 1031166 SERP LIABILITY 41054 DUE TO RELATED PARTIES 375301 STOP LOSS RESERVE 2100000 WORKING CAPITAL DEPOSIT 314134 2830489 X 34526253 239814 239814 34286439 43603 43603 34330042 34505908 0 34505908 43603 43603 34549511 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 TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 HARVEY WHILLE UNION TRUSTEE - CHAIRMAN 0 458188 0 0 0 0 0 11419 0 20668 0 490275 0 0 BETTY LAUGHERY UNION TRUSTEE 44738 173480 0 0 0 0 0 11419 0 20668 44738 205567 0 0 DONALD MERRITT UNION TRUSTEE 0 217504 0 0 0 0 0 11419 0 20668 0 249591 0 0 JAMES FEIMSTER UNION TRUSTEE (P) 0 162692 0 0 0 0 0 11419 0 20668 0 194779 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE UFCW LOCAL 1262 AND EMPLOYERS HEALTH AND WELFARE FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT AND IS SUBMITTED TO, AND REVIEWED WITH, THE ADMINISTRATOR. THE ADMINISTRATOR THEN REVIEWS IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES FOR THEIR APPROVAL PRIOR TO FILING. A COPY OF THE FORM 990 IS AVAILABLE TO THE EXECUTIVE BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE VIEWED AT THE FUND OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. UFCW LOCAL 1262 & EMPLOYERS PENSION FUND 1389 BROAD STREET CLIFTON NJ 07013 226074414 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIES NJ 501(A) 0 UFCW LOCAL 1262 & EMPLOYERS LEGAL SERVICES FUND 1389 BROAD STREET CLIFTON NJ 07013 222238707 TO PROVIDE LEGAL BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 UFCW LOCAL 1262 & EMPLOYERS WELFARE FUND 1389 BROAD STREET CLIFTON NJ 07013 226137317 TO PROVIDE HEALTH, MEDICAL & OTHER BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 UFCW LOCAL 1262 1389 BROAD STREET CLIFTON NJ 07013 221339607 REPRESENTS MEMBERS IN COLLECTIVE BARGAINING MATTERS WITH EMPLOYERS NJ 501(C)(5) 0 UFCW LOCAL 1262 & EMPLOYERS RETAIL NON-FOOD PENSION FUND 1389 BROAD STREET CLIFTON NJ 07013 226181292 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIES NJ 501(A) 0 UFCW LOCAL 1262 PATHMARK HEALTH & WELFARE FUND 1389 BROAD STREET CLIFTON NJ 07013 371664252 TO PROVIDE HEALTH, MEDICAL & OTHER BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 UFCW LOCAL 1262 & EMPLOYERS HEALTH FUND 1389 BROAD STREET CLIFTON NJ 07013 463496310 TO PROVIDE HEALTH, MEDICAL & OTHER BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 MORTAN WILLIAMS NY STOP AND SHOP NJ TOPS MARKETS NY 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 UFCW LOCAL 1262 & EMPLOYERS PENSION FUND O 426360 FMV UFCW LOCAL 1262 & EMPLOYERS PENSION FUND P 432564 FMV UFCW LOCAL 1262 K 28158 FMV UFCW LOCAL 1262 O 44738 FMV UFCW LOCAL 1262 P 165393 FMV