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← UFCW LOCAL 2013 HEALTH AND WELFARE FUND

Form 990 for tax year 2024

Filed by UFCW LOCAL 2013 HEALTH AND WELFARE FUND.

Totals

Total revenue
$51,741,435
Total expenses
$48,439,622
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$48,792,256
Investment income
$2,949,179
Other revenue
$0
Total assets, end of year
$80,888,877
Total liabilities, end of year
$6,179,088
Net assets or fund balances, end of year
$74,709,789
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: EMPLOYERS CONTRIBUTIONS

    total $47,091,006 · related or exempt $47,091,006

  • 2b · Program service revenue: PARTICIPANTS CONTRIBUTION

    total $1,701,250 · related or exempt $1,701,250

  • 3 · Investment income

    total $2,949,179 · excluded $2,949,179

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $46,220,716

  • 11b · Fees: legal

    total $148,937

  • 11c · Fees: accounting

    total $111,475

  • 11f · Fees: investment management

    total $20,000

  • 11g · Fees: other

    total $95,589

  • 13 · Office expenses

    total $348,906

  • 14 · Information technology

    total $172,314

  • 16 · Occupancy

    total $206,955

  • 23 · Insurance

    total $12,765

  • 24a · Other expenses: THIRD PARTY ADMIN

    total $1,134,056

  • 24b · Other expenses: NET REIMBURSED EXPENSES

    total -$32,091

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,847,021 · end of year $986,848

  • 2 · Savings and temporary cash investments

    beginning of year $50,505,643 · end of year $54,155,189

  • 4 · Accounts receivable

    beginning of year $6,105,340 · end of year $9,602,656

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

    $182,653

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

    $182,653

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $15,385,756 · end of year $16,028,184

  • 15 · Other assets

    end of year $116,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $132,641 · end of year $95,088

  • 25 · Other liabilities

    beginning of year $3,256,000 · end of year $6,084,000

  • 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 $71,455,119 · end of year $74,709,789

Mission and programs · 2024

Mission

THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

  • THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • LOUIS M CAROTENUTO

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STANLEY FLEISHMAN

    EMPLOYER 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.

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.

  • SEE SUPPLEMENTAL R INFORMATION

Provenance

Return type
form_990
Tax year
2024
Filed
15 August 2025
IRS schema version
2024v5.2
Source object
202512279349301426

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