Form 990 for tax year 2022
Filed by UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 1546 HEALTH & WELFARE.
Totals
- Total revenue
- $39,613,202
- Total expenses
- $29,655,414
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $38,922,495
- Investment income
- $678,175
- Other revenue
- $12,532
- Total assets, end of year
- $51,260,462
- Total liabilities, end of year
- $1,529,066
- Net assets or fund balances, end of year
- $49,731,396
- 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 $37,773,468 · related or exempt $37,773,468
-
2b · Program service revenue: PHARMACY INCOME
total $708,747 · related or exempt $708,747
-
2c · Program service revenue: DENTAL INCOME
total $277,268 · related or exempt $277,268
-
2d · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $146,669 · related or exempt $146,669
-
2e · Program service revenue: MAMMOGRAM INCOME
total $16,343 · related or exempt $16,343
-
3 · Investment income
total $1,173,404 · excluded $1,173,404
-
7a · Gross sales of assets other than inventory
securities $6,800,367
-
7b · Less cost or other basis and sales expenses
securities $7,295,596
-
7c · Gain or loss
securities -$495,229
-
7d · Net gain or loss
total -$495,229 · excluded -$495,229
-
11a · Other revenue: MISCELLANEOUS
total $12,532 · related or exempt $12,532
-
11e · Other revenue, total
$12,532
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $27,271,021
-
5 · Compensation of officers, directors and key employees
total $56,265
-
7 · Other salaries and wages
total $958,686
-
8 · Pension plan contributions
total $38,603
-
9 · Other employee benefits
total $134,861
-
10 · Payroll taxes
total $82,181
-
11b · Fees: legal
total $45,895
-
11c · Fees: accounting
total $71,698
-
11f · Fees: investment management
total $145,501
-
11g · Fees: other
total $93,799
-
13 · Office expenses
total $150,846
-
14 · Information technology
total $172,644
-
16 · Occupancy
total $297,950
-
17 · Travel
total $284
-
19 · Conferences, conventions and meetings
total $50,056
-
22 · Depreciation, depletion and amortization
total $22,625
-
23 · Insurance
total $40,419
-
24a · Other expenses: FEES MANDATED BY ACA
total $22,080
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$549,261 · end of year -$1,561,447
-
2 · Savings and temporary cash investments
beginning of year $5,121,822 · end of year $5,114,414
-
4 · Accounts receivable
beginning of year $3,242,652 · end of year $3,805,438
-
6 · Loans and receivables from disqualified persons
beginning of year $2,103,565 · end of year $2,103,565
-
8 · Inventories for sale or use
beginning of year $91,807 · end of year $76,904
-
10a · Land, buildings and equipment: cost or other basis
$1,141,277
-
10b · Land, buildings and equipment: accumulated depreciation
$564,174
-
10c · Land, buildings and equipment, net
beginning of year $564,853 · end of year $577,103
-
11 · Investments: publicly traded securities
beginning of year $28,470,643 · end of year $40,004,045
-
15 · Other assets
beginning of year $0 · end of year $1,140,440
-
17 · Accounts payable and accrued expenses
beginning of year $293,850 · end of year $348,020
-
25 · Other liabilities
beginning of year $177,445 · end of year $1,181,046
-
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 $38,574,786 · end of year $49,731,396
Mission and programs · 2022
Mission
HEALTH BENEFIT FUND
Activities or mission (Part I)
PROVIDE HEALTH BENEFITS
-
TO PROVIDE HEALTH CARE, DEATH, DISABILITY AND DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
As filed on the 2022 return.
Listed in Part VII
-
Robert O'TooleROBERT O'TOOLE
TRUSTEE/CHAIRMAN
- Total calculated
- $223,285
- From this org
- $0
- From related orgs
- $194,831
- Other
- $28,454
- Hours/week
- 2 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $194,831 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,767 related
- Nontaxable benefits
- $0 + $19,687 related
- Filer's total
- $0 + $223,285 related
-
Jonathan WilligmanJONATHAN WILLIGMAN
TRUSTEE
- Total calculated
- $199,725
- From this org
- $0
- From related orgs
- $171,752
- Other
- $27,973
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $171,752 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,286 related
- Nontaxable benefits
- $0 + $19,687 related
- Filer's total
- $0 + $199,725 related
-
Carlos CartagenaCARLOS CARTAGENA
TRUSTEE - PAST
- Total calculated
- $143,924
- From this org
- $0
- From related orgs
- $117,046
- Other
- $26,878
- Hours/week
- 2 + 40 related
-
Mario MarinMARIO MARIN
TRUSTEE
- Total calculated
- $143,737
- From this org
- $0
- From related orgs
- $117,136
- Other
- $26,601
- Hours/week
- 2 + 40 related
-
Dennis HernandezDENNIS HERNANDEZ
TRUSTEE
- Total calculated
- $116,984
- From this org
- $0
- From related orgs
- $90,613
- Other
- $26,371
- Hours/week
- 2 + 40 related
-
Dwight StiehlDWIGHT STIEHL
TRUSTEE/SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Robert E ApatoROBERT E APATO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jordan LauzzeJORDAN LAUZZE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brian TylerBRIAN TYLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Nicole MakowskiNICOLE MAKOWSKI
TRUSTEE - PAST
- Total calculated
- $0
- Hours/week
- 2
-
Arturo HuizarARTURO HUIZAR
TRUSTEE - NEW
- Total calculated
- $117,022
- From this org
- $0
- From related orgs
- $90,603
- Other
- $26,419
- Hours/week
- 2 + 40 related
-
Brenda MichalekBRENDA MICHALEK
TRUSTEE - NEW
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth BoydKENNETH BOYD
MANAGING DIRECTOR
- Total calculated
- $211,907
- From this org
- $211,907
- From related orgs
- $0
- Other
- $0
- Hours/week
- 23 + 34 related
Schedule J breakdown matched by us
- Base
- $211,907
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $211,907
-
Walter KozinWALTER KOZIN
DENTAL MANAGER/DENTIST
- Total calculated
- $250,783
- From this org
- $239,701
- From related orgs
- $0
- Other
- $11,082
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,701
- Bonus
- $0
- Other
- $0
- Deferred
- $2,746
- Nontaxable benefits
- $8,336
- Filer's total
- $250,783
-
Marek MroczkaMAREK MROCZKA
DENTIST
- Total calculated
- $204,383
- From this org
- $193,301
- From related orgs
- $0
- Other
- $11,082
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,301
- Bonus
- $0
- Other
- $0
- Deferred
- $2,746
- Nontaxable benefits
- $8,336
- Filer's total
- $204,383
-
Myroslaw DychiyMYROSLAW DYCHIY
DENTIST
- Total calculated
- $193,892
- From this org
- $182,810
- From related orgs
- $0
- Other
- $11,082
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,810
- Bonus
- $0
- Other
- $0
- Deferred
- $2,746
- Nontaxable benefits
- $8,336
- Filer's total
- $193,892
-
Lisa BankLISA BANK
CONTROLLER
- Total calculated
- $158,440
- From this org
- $147,358
- From related orgs
- $0
- Other
- $11,082
- Hours/week
- 17 + 23 related
Schedule J breakdown matched by us
- Base
- $147,358
- Bonus
- $0
- Other
- $0
- Deferred
- $2,746
- Nontaxable benefits
- $8,336
- Filer's total
- $158,440
-
Rashmi ShuklaRASHMI SHUKLA
DENTIST
- Total calculated
- $158,294
- From this org
- $147,212
- From related orgs
- $0
- Other
- $11,082
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,212
- Bonus
- $0
- Other
- $0
- Deferred
- $2,746
- Nontaxable benefits
- $8,336
- Filer's total
- $158,294
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
- 3 · Approval by the board or compensation committee
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.
-
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1546 PENSION PLAN
401(A) · PROVIDE RETIREMENT, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS · IL
-
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1546
501(C)5 · ORGANIZE WORKERS FOR ECONOMIC, MORAL AND SOCIAL ADVANCEMENT · IL
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.
-
UNION MEDICAL CENTER
C · PROVIDED HEALTH CARE SERVICES TO ELIGIBLE PARTICIPANTS OF UFCW · IL · 100% owned
Directly controlled by UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 1546 HEALTH & WELFARE FUND
-
AMITY PACKING CO INC
CONTRIBUTING EMPLOYER
-
AMYLU FOODS
CONTRIBUTING EMPLOYER
-
AURORA PACKING COMPANY INC
CONTRIBUTING EMPLOYER
-
BRIDGFORD FOODS OF ILLINOIS
CONTRIBUTING EMPLOYER
-
C&F PACKING COMPANY INC
CONTRIBUTING EMPLOYER
-
CBQ
CONTRIBUTING EMPLOYER
-
JAMES CALVETTI MEATS INC
CONTRIBUTING EMPLOYER
-
CHICAGO MEAT AUTHORITY INC
CONTRIBUTING EMPLOYER
-
CITY FOODS INC
CONTRIBUTING EMPLOYER
-
COUGLE COMMISSION CO
CONTRIBUTING EMPLOYER
-
CRAWFORD SAUSAGE CO
CONTRIBUTING EMPLOYER
-
DAILY MEAT SUPPLY INC
CONTRIBUTING EMPLOYER
-
DARLING INTERNATIONAL
CONTRIBUTING EMPLOYER
-
FARMINGTON MEAT CO
CONTRIBUTING EMPLOYER
-
FROZEN ASSETS CHICAGO
CONTRIBUTING EMPLOYER
-
FROZEN ASSETS HODGKINS
CONTRIBUTING EMPLOYER
-
FROZEN ASSETS KILDARE
CONTRIBUTING EMPLOYER
-
FROZEN ASSETS NORTHLAKE
CONTRIBUTING EMPLOYER
-
FULTON TROIKA
CONTRIBUTING EMPLOYER
-
GISCO INC
CONTRIBUTING EMPLOYER
-
GREAT LAKES PACKING CO
CONTRIBUTING EMPLOYER
-
GREAT WESTERN BEEF COMPANY
CONTRIBUTING EMPLOYER
-
HARVARD MAINTENANCE
CONTRIBUTING EMPLOYER
-
HAWTHORNE RACE COURSE
CONTRIBUTING EMPLOYER
-
JOHN HOFMEISTER & SON
CONTRIBUTING EMPLOYER
-
HORWEEN LEATHER
CONTRIBUTING EMPLOYER
-
HENRY KAMINSKI INC
CONTRIBUTING EMPLOYER
-
L&L PROVISION CO
CONTRIBUTING EMPLOYER
-
LAND O' FROST
CONTRIBUTING EMPLOYER
-
LEXINGTON LEATHER GOODS
CONTRIBUTING EMPLOYER
-
LINCOLN PROVISION INC
CONTRIBUTING EMPLOYER
-
MAKOWSKI'S REAL SAUSAGE
CONTRIBUTING EMPLOYER
-
ED MINIAT INC
CONTRIBUTING EMPLOYER
-
MOESLE MEAT CO
CONTRIBUTING EMPLOYER
-
JOHN R MORREALE INC
CONTRIBUTING EMPLOYER
-
NEALEY'S FOODS INC
CONTRIBUTING EMPLOYER
-
NORTHWEST MEAT COMPANY INC
CONTRIBUTING EMPLOYER
-
ON COR FROZEN FOODS
CONTRIBUTING EMPLOYER
-
PARKER HOUSE SAUSAGE CO
CONTRIBUTING EMPLOYER
-
PIE PIPER INC
CONTRIBUTING EMPLOYER
-
PIONEER WHOLESALE MEAT COMPANY
CONTRIBUTING EMPLOYER
-
PLATT LUGGAGE
CONTRIBUTING EMPLOYER
-
ROMANIAN KOSHER SAUSAGE
CONTRIBUTING EMPLOYER
-
ROSE PACKING CO
CONTRIBUTING EMPLOYER
-
SDH SERVICES
CONTRIBUTING EMPLOYER
-
SOLUTIONS REALTY INC
CONTRIBUTING EMPLOYER
-
SOUTH CHICAGO PACKING CO
CONTRIBUTING EMPLOYER
-
STIGLMEIER SAUSAGE CO
CONTRIBUTING EMPLOYER
-
US FOOD SERVICE
CONTRIBUTING EMPLOYER
-
VANTAGE OLEOCHEMICALS
CONTRIBUTING EMPLOYER
-
VIENNA SAUSAGE CO
CONTRIBUTING EMPLOYER
-
WICHITA PACKING CO
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441799349301304
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