BETA

UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD (EIN 58-6041908)
Tax period
2023-05-01 to 2024-04-30
Filed
2025-03-11
IRS object ID
202530709349300218
Schema version
2023v6.0
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)
Return2025-03-11T08:49:20-05:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586041908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD & COMMERICAL WORKERS UNIONSBusinessNameLine1Txt
Business Name Line2& EMPLOYERS HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone7709979910PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11740 PHOENIX PARKWAYAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30349ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC TAYLORPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone7709979910PhoneNum
Signature2025-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN CRANMERPreparerPersonNm
PTINP01712644PTIN
Phone2023319880PhoneNum
Preparation2025-03-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC TAYLORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13302 MCGINNIS FERRY RDAddressLine1Txt
CitySUWANEECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$196,307,610GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Other Organization DscEMPLOYEE BENEFIT PLANOtherOrganizationDsc
Formation1964FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$108,769,412PYProgramServiceRevenueAmt
CY Program Service Revenue$176,668,918CYProgramServiceRevenueAmt
PY Investment Income$297,797PYInvestmentIncomeAmt
CY Investment Income$1,000,260CYInvestmentIncomeAmt
PY Other Revenue$10,189PYOtherRevenueAmt
CY Other Revenue$7,992CYOtherRevenueAmt
PY Total Revenue$109,077,398PYTotalRevenueAmt
CY Total Revenue$177,677,170CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$109,395,755PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$159,914,701CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,288,380PYOtherExpensesAmt
CY Other Expenses$5,051,032CYOtherExpensesAmt
PY Total Expenses$113,684,135PYTotalExpensesAmt
CY Total Expenses$164,965,733CYTotalExpensesAmt
PY Revenues Less Expenses-$4,606,737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,711,437CYRevenuesLessExpensesAmt
Total Assets BOY$43,019,694TotalAssetsBOYAmt
Total Assets EOY$49,159,983TotalAssetsEOYAmt
Total Liabilities BOY$324,827TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,809,075TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$42,694,867NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,350,908NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK MURPHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7079979910PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11740 PHOENIX PKWYAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30349ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE LOMAX
CHAIRMAN (THROUGH 6-30-23)2.0040.00Yes (X)$0$523,700$0
ERIC TAYLOR
CHAIRMAN1.0040.00Yes (X)$0$350,511$0
MARIA DAVENPORT
UNION TRUSTEE1.0040.00Yes (X)$0$179,889$0
ERIC LOMAX
UNION TRUSTEE1.0040.00Yes (X)$0$147,945$0
RALPH PORRAS
ALTERNATE UNION TRUSTEE1.0040.00Yes (X)$0$139,478$0
PEGGY PRESCOTT
SECRETARY2.0040.00Yes (X)$0$0$0
HENRY TAYLOR
EMPLOYER TRUSTEE1.0040.00Yes (X)$0$0$0
LEE KUNSELMAN
EMPLOYER TRUSTEE1.0040.00Yes (X)$0$0$0
KAREN HILL
ALTERNATE UNION TRUSTEE1.0040.00Yes (X)$0$0$0
W BRANDON HOPKINS
UNION TRUSTEE1.0040.00Yes (X)$0$0$0
REBECCA CLARK
EMPLOYER TRUSTEE1.0040.00Yes (X)$0$0$0
DONALD SATTLER
EMPLOYER TRUSTEE1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,341,523TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM BLUE CROSS BLUE SHIELD
3075 VANDERCAR WAYCINCINNATIOH45209PPO$7,063,004
BHA CONSULTING LLC
5400 LAUREL SPRINGS PKWY STE 1306SUWANEEGA30024CONSULTING$428,426
HMC HEALTHWORKS LLC
2 PARK PLAZA SUITE 1200IRVINECA92614DISEASE MANAGEMENT$341,180
SLEVIN & HART PC
1625 MASSACHUSETS AVE NW STE 450WASHINGTONDC20036LEGAL$272,216
REINHART BOERNER VAN DEUREN SC
1000 N WATER ST SUITE 1700MILWAUKEEWI53202LEGAL$195,317
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER AND EMPLOYEE CONTRIBUTIO525100$176,073,755$176,073,755
SUBROGATION RECOVERY525100$589,625$589,625
SPOUSAL FEES525100$5,538$5,538
FieldValueIRS element (for citing)
Total Program Service Revenue$176,668,918TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$995,298TotalRevenueColumnAmt
Related Or Exempt Func Income$995,298RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$18,635,402SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,630,440SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,962SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,962TotalRevenueColumnAmt
Exclusion$4,962ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,992TotalRevenueColumnAmt
Related Or Exempt Func Income$7,992RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,992OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$177,677,170TotalRevenueColumnAmt
Related Or Exempt Func Income$177,672,208RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,962ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$159,914,701TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$544,062TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,484TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$37,000TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$292,052TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$118,105TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,448TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$49,631TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ALLOCATED ADMINISTRATIV$3,870,875
PCORI FEE$58,375

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$164,965,733TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,447,630BOYAmt
EOY$15,286,844EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,077BOYAmt
EOY$13,258,538EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,519,249BOYAmt
EOY$7,051,511EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,786BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,022,952BOYAmt
EOY$13,563,090EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,019,694BOYAmt
EOY$49,159,983EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$324,827BOYAmt
EOY$3,809,075EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$324,827BOYAmt
EOY$3,809,075EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$42,694,867BOYAmt
EOY$45,350,908EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,694,867BOYAmt
EOY$45,350,908EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,019,694BOYAmt
EOY$49,159,983EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,711,437ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$39,184NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$10,094,580PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$177,679,354TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$39,184NetUnrealizedGainsInvstAmt
Revenue Not Reported$39,184RevenueNotReportedAmt
Revenue Subtotal$177,640,170RevenueSubtotalAmt
Investment Expenses Not Incld$37,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$37,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$177,677,170TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$164,928,733TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$164,928,733ExpensesSubtotalAmt
Investment Expenses Not Incld2$37,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$37,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$164,965,733TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN OBTAINED ITS MOST RECENT DETERMINATION LETTER ON OCTOBER 1, 1964, STATING THAT THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(9). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS PERFORMED AN EVALUATION OF ITS TAX POSITIONS AND, AS OF APRIL 30, 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AS OF APRIL 30, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAIN OPEN WITH THE U.S. FEDERAL JURISDICTION IN WHICH THE PLAN FILES TAX RETURNS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEVE LOMAX
CHAIRMAN (THROUGH 6-30-23)$0$251,733$0$157,337$0$114,630$0$0$0$0$0$523,700$0$0
ERIC TAYLOR
CHAIRMAN$0$240,896$0$109,615$0$0$0$0$0$0$0$350,511$0$0
MARIA DAVENPORT
UNION TRUSTEE$0$94,746$0$85,143$0$0$0$0$0$0$0$179,889$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS ON FILE AT THE FUND OFFICE TO BE REVIEWED BY THE BOARD OF TRUSTEES.
PART VI, SECTION B, LINES 12 - 14ALTHOUGH THE FUND HAS NO FORMAL WRITTEN POLICIES ON CONFLICT OF INTEREST, WHISTLEBLOWERS AND DOCUMENT RETENTION, THE FUND IS GOVERNED BY ERISA. ERISA CONTAINS PRUDENCE AND PROHIBITED TRANSACTIONS RULES THAT, IN PRACTICE, ACT AS THE FUND'S CONFLICT OF INTEREST POLICY, RECORD RETENTION REQUIREMENTS THAT ACT AS THE FUND'S RECORD RETENTION POLICY, AND CO-FIDUCIARY REPORTING OBLIGATIONS THAT ACT AS A WHISTLEBLOWER POLICY FOR THE FUND.
FORM 990, PART VI, SECTION C, LINE 19THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO ERISA. IT OPERATES IN COMPLIANCE WITH REPORTING REQUIREMENTS OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. NO DOCUMENTS OR FINANCIAL INFORMATION IS AVAILABLE TO THE GENERAL PUBLIC OTHER THAN THOSE FINANCIAL STATEMENTS REQUIRED TO BE DISCLOSED AS PART OF GOVERNMENTAL FILINGS.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
UFCW LEGAL ASSISTANCE FUND
1740 PHOENIX PARKWAYATLANTAGA30349581370485LEGAL ASSISTANCEGAN/A0
UFCW LOCAL 1996
3302 MCGINNIS FERRY RDSUWANEEGA30024582141936LABOR UNIONGAN/A0
UFCW BENEFITS ADMINISTRATION LLC
1740 PHOENIX PARKWAYATLANTAGA30349770613772PROVIDE ADMINISTRATIVE SUPPORTGAN/A0
THE BOARD OF TRUSTEES
1740 PHOENIX PARKWAYATLANTAGA30349586041908TRUSTEESGAN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
THE KROGER CO
1014 VINE STCINCINNATIOH45202310345740RETAIL GROCERYOHN/AC0
SHENANDOAH FLEET
6101 W COURTYARD DR BLDG 4AUSTINTX78730208162398ADVISORY SERVICESTXN/AC0
SPARTA HEALTHCARE
PO BOX 237SPARTAGA30187391297018HEALTHCAREGAN/AC0
HAC INC
390 NE 36TH STOKLAHOMA CITYOK73105431969314OHN/AC0
TITAN
PO BOX 5097CONCORDCA94524452403008CAN/AC0
PCSI
718 W FM 1626 BLDG 100AUSTINTX78748742786094TXN/AC0
HOSPITAL HOUSEKEEPING SYSTEMS LLC
12495 SILVER CREEK ROADDRIPPING SPRINGSTX78620742983259TXN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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