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← UFCW LOCAL 1529 RETIREE FUND

Form 990 for tax year 2022

Filed by UFCW LOCAL 1529 RETIREE FUND.

Totals

Total revenue
$790,221
Total expenses
$668,115
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$755,695
Investment income
$34,526
Other revenue
$0
Total assets, end of year
$3,136,565
Total liabilities, end of year
$22,598
Net assets or fund balances, end of year
$3,113,967
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 $641,669 · related or exempt $641,669

  • 2b · Program service revenue: RETIREE CONTRIBUTIONS

    total $114,026 · related or exempt $114,026

  • 3 · Investment income

    total $34,526 · excluded $34,526

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $525,874

  • 11b · Fees: legal

    total $19,846

  • 11c · Fees: accounting

    total $6,000

  • 11f · Fees: investment management

    total $70

  • 11g · Fees: other

    total $89,426

  • 13 · Office expenses

    total $201

  • 23 · Insurance

    total $3,364

  • 24a · Other expenses: REIMBURSEMENT OF COSTS

    total $18,736

  • 24b · Other expenses: TAXES - FORM 720 PCORI

    total $1,869

  • 24c · Other expenses: BANK CHARGES

    total $1,367

  • 24d · Other expenses: FIDELITY BOND EXPENSE

    total $1,362

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $82,758 · end of year $83,560

  • 2 · Savings and temporary cash investments

    beginning of year $2,922,412 · end of year $3,049,675

  • 4 · Accounts receivable

    beginning of year $1,238

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,159 · end of year $3,330

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,303 · end of year $12,297

  • 19 · Deferred revenue

    beginning of year $9,100 · end of year $7,300

  • 25 · Other liabilities

    beginning of year $3,191 · end of year $3,001

  • 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 $2,989,973 · end of year $3,113,967

Mission and programs · 2022

Mission

TO PROVIDE INSURANCE COVERAGE FOR ELIGIBLE RETIREES

  • TO PROVIDE INSURANCE COVERAGE FOR ELIGIBLE RETIREES

As filed on the 2022 return.

Listed in Part VII

  • Leon E Sheppard Jr

    TRUSTEE

    Total calculated
    $303,175
    From this org
    $0
    From related orgs
    $303,175
    Other
    $0
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,175 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $303,175 related

  • Richard Slayton

    TRUSTEE

    Total calculated
    $199,051
    From this org
    $0
    From related orgs
    $199,051
    Other
    $0
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,051 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $199,051 related

  • Don Sattler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Peggy Prescott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Wes Pitt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 April 2024
IRS schema version
2022v5.0
Source object
202411069349302041

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