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Nonprofiteer
← UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND

Form 990 for tax year 2024

Filed by UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND.

Totals

Total revenue
$151,860,719
Total expenses
$158,954,925
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$131,893,002
Investment income
$3,548,485
Other revenue
$16,419,232
Total assets, end of year
$87,808,134
Total liabilities, end of year
$15,061,299
Net assets or fund balances, end of year
$72,746,835
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $119,755,441 · related or exempt $119,755,441

  • 2b · Program service revenue: PARTICIPANT AND RETIREE CONTRIBUT

    total $12,137,561 · related or exempt $12,137,561

  • 3 · Investment income

    total $2,525,600 · excluded $2,525,600

  • 7a · Gross sales of assets other than inventory

    securities $25,581,074

  • 7b · Less cost or other basis and sales expenses

    securities $24,558,189

  • 7c · Gain or loss

    securities $1,022,885

  • 7d · Net gain or loss

    total $1,022,885 · excluded $1,022,885

  • 11a · Other revenue: PRESCRIPTION REBATES

    total $15,784,433 · related or exempt $15,784,433

  • 11b · Other revenue: CLAIMS SUBROGRATION RECOVERY

    total $627,444 · related or exempt $627,444

  • 11c · Other revenue: MISCELLANEOUS

    total $7,250 · related or exempt $7,250

  • 11d · All other revenue

    total $105 · related or exempt $105

  • 11e · Other revenue, total

    $16,419,232

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $153,201,038

  • 7 · Other salaries and wages

    total $499,274

  • 8 · Pension plan contributions

    total $93,700

  • 9 · Other employee benefits

    total $54,985

  • 10 · Payroll taxes

    total $40,790

  • 11b · Fees: legal

    total $91,614

  • 11c · Fees: accounting

    total $120,524

  • 11f · Fees: investment management

    total $51,697

  • 11g · Fees: other

    total $3,660,135

  • 13 · Office expenses

    total $250,952

  • 14 · Information technology

    total $170,641

  • 16 · Occupancy

    total $223,608

  • 19 · Conferences, conventions and meetings

    total $26,236

  • 22 · Depreciation, depletion and amortization

    total $8,510

  • 23 · Insurance

    total $78,552

  • 24a · Other expenses: UFCW LOCAL 919 PENSION

    total $382,289

  • 24b · Other expenses: CONNECTICUT PERSONAL PR

    total $380

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $23,827,808 · end of year $27,441,810

  • 4 · Accounts receivable

    beginning of year $4,979,242 · end of year $6,234,427

  • 10a · Land, buildings and equipment: cost or other basis

    $230,010

  • 10b · Land, buildings and equipment: accumulated depreciation

    $212,953

  • 10c · Land, buildings and equipment, net

    beginning of year $25,567 · end of year $17,057

  • 11 · Investments: publicly traded securities

    beginning of year $49,373,580 · end of year $42,544,435

  • 12 · Investments: other securities

    beginning of year $12,028,655 · end of year $11,570,405

  • 17 · Accounts payable and accrued expenses

    beginning of year $236,808 · end of year $261,707

  • 19 · Deferred revenue

    beginning of year $6,053

  • 25 · Other liabilities

    beginning of year $11,830,040 · end of year $14,799,592

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $78,161,951 · end of year $72,746,835

Mission and programs · 2024

Mission

THE PURPOSE OF THIS TRUST SHALL BE TO PROVIDE SUCH HEALTH AND WELFARE BENEFITS AS MAY BE AUTHORIZED OR PERMITTED BY LAW, WHICH MAY INCLUDE, BUT ARE NOT LIMITED TO DEATH BENEFITS, MEDICAL, HOSPITAL, SURGICAL, DENTAL, VISION AND PRESCRIPTION DRUG BENEFITS, EDUCATION BENEFITS AND SAFETY AND HEALTH TRAINING TO QUALIFIED PARTICIPANTS AND BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS SPECIFIED IN THE PLAN OF BENEFITS.

  • TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ronald Petronella

    UNION TRUSTEE

    Total calculated
    $312,317
    From this org
    $0
    From related orgs
    $273,719
    Other
    $38,598
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,719 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,857 related
    Nontaxable benefits
    $0 + $21,741 related
    Filer's total
    $0 + $312,317 related

  • Mark Espinosa

    UNION TRUSTEE

    Total calculated
    $310,435
    From this org
    $0
    From related orgs
    $290,265
    Other
    $20,170
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,826 related
    Bonus
    $0
    Other
    $0 + $3,439 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,170 related
    Filer's total
    $0 + $310,435 related

  • Tim Melia

    UNION TRUSTEE

    Total calculated
    $251,599
    From this org
    $0
    From related orgs
    $217,254
    Other
    $34,345
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,925 related
    Bonus
    $0
    Other
    $0 + $13,329 related
    Deferred
    $0 + $14,748 related
    Nontaxable benefits
    $0 + $19,597 related
    Filer's total
    $0 + $251,599 related

  • Fernando Lemus

    UNION TRUSTEE

    Total calculated
    $218,508
    From this org
    $0
    From related orgs
    $200,337
    Other
    $18,171
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,337 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,691 related
    Nontaxable benefits
    $0 + $15,480 related
    Filer's total
    $0 + $218,508 related

  • Jeff Jones

    UNION TRUSTEE

    Total calculated
    $136,793
    From this org
    $0
    From related orgs
    $118,274
    Other
    $18,519
    Hours/week
    2 + 40 related

  • Pat Durning

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christa Kramer

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jason Paradis

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Susan Sanville

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Bob Spinella

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Barbara Fedumenti

    EXECUTIVE DIRECTOR

    Total calculated
    $168,990
    From this org
    $154,747
    From related orgs
    $0
    Other
    $14,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,747
    Bonus
    $0
    Other
    $0
    Deferred
    $3,159
    Nontaxable benefits
    $11,084
    Filer's total
    $168,990

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ACME ALBERTSON'S SAFEWAY

  • BAKER COMMODITIES INC

  • BCBL BOGNER'S OF MANCHESTER

  • BOGOPA

  • CARL'S BONED CHICKEN

  • CHARTWELLSNORTON

  • CHARTWELLSSACRED HEART

  • CHARTWELLSSEEKONK

  • CITY PACKING COMPANY INC

  • DURHAM SCHOOL SERVICES

  • FIRST TRANSIT

  • FORZA GROUP

  • GORTONS

  • HARBORSIDE WILLOWS HEALTH CARE

  • HARTFORD PROVISION BRISTOL

  • HOT TOPS

  • KINGS SUPER MARKET

  • MANCHESTER PACKING

  • OCEAN STATE CULTIVATORS

  • PHOENIX MANAGEMENT INC

  • SPORTS SERVICE DD

  • SPRINGFIELD AREA TRANSIT

  • SR GARAFOLOMILFORD

  • SR JOSEPH

  • STAMFORD PLAZA & HOTEL

  • STOP & SHOP

  • STUDENT TRANSPORTATION OF AMERICA

  • TRIAD LOGISTICS

  • UMASS DARTMOUTH

  • WATERBURY EXTAPPLE HEALTH

  • WHITNEY MANOR

  • WORK OPPORTUNITY CENTER INC

Provenance

Return type
form_990
Tax year
2024
Filed
28 October 2025
IRS schema version
2024v5.2
Source object
202503019349301550

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