Form 990 for tax year 2022
Filed by UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND.
Totals
- Total revenue
- $9,977,909
- Total expenses
- $9,259,360
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $9,900,667
- Investment income
- $77,242
- Other revenue
- $0
- Total assets, end of year
- $11,757,686
- Total liabilities, end of year
- $1,721,488
- Net assets or fund balances, end of year
- $10,036,198
- Program services expenses (Part IX)
- $9,259,360
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $9,259,360
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $9,564,436 · related or exempt $9,564,436
-
2b · Program service revenue: Participant contributions
total $336,231 · related or exempt $336,231
-
3 · Investment income
total $77,242 · related or exempt $77,242
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $7,947,543 · program services $7,947,543
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $934,566 · program services $934,566
-
11b · Fees: legal
total $14,178 · program services $14,178
-
11c · Fees: accounting
total $70,350 · program services $70,350
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $18,863 · program services $18,863
-
11g · Fees: other
total $130,144 · program services $130,144
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $64,123 · program services $64,123
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $27,067 · program services $27,067
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $15,088 · program services $15,088
-
24a · Other expenses: CAA Compliance Fees
total $30,786 · program services $30,786
-
24e · All other expenses
total $6,652 · program services $6,652
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $1,579,841
-
2 · Savings and temporary cash investments
beginning of year $1,740,836 · end of year $265,521
-
4 · Accounts receivable
beginning of year $1,227,575 · end of year $1,459,910
-
11 · Investments: publicly traded securities
beginning of year $8,669,045 · end of year $8,452,414
-
17 · Accounts payable and accrued expenses
beginning of year $88,864 · end of year $82,488
-
25 · Other liabilities
beginning of year $1,833,000 · end of year $1,639,000
-
27 · Net assets without donor restrictions
beginning of year $9,715,592 · end of year $10,036,198
Mission and programs · 2022
Mission
The Fund is benefit plan established to provide medical and health benefits to eligible participants and their dependents.
Activities or mission (Part I)
The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms a collective bargaining agreement between the employer and UFCW Local 1000
-
Medical and health benefits paid to or for eligible participants and related administrative expenses.
Expenses $9,259,360
As filed on the 2022 return.
Listed in Part VII
-
Ricky Burris
Union Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Al Friesen
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Paula Labian
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Fitz Jennings
Union Trustee
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323179349308477
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