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← UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND

Form 990 for tax year 2024

Filed by UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND.

Totals

Total revenue
$70,414,048
Total expenses
$52,697,441
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$62,983,276
Investment income
$2,820,301
Other revenue
$4,610,471
Total assets, end of year
$84,231,437
Total liabilities, end of year
$15,226,932
Net assets or fund balances, end of year
$69,004,505
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$52,697,441

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 $59,050,083 · related or exempt $59,050,083

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $3,682,625 · related or exempt $3,682,625

  • 2c · Program service revenue: SUBROGATIONS

    total $250,568 · related or exempt $250,568

  • 3 · Investment income

    total $2,820,301 · excluded $2,820,301

  • 11a · Other revenue: PRESCRIPTION REBATES

    total $4,302,497 · related or exempt $4,302,497

  • 11b · Other revenue: STOP LOSS RECOVERIES

    total $307,974 · related or exempt $307,974

  • 11e · Other revenue, total

    $4,610,471

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $47,564,204

  • 11a · Fees: management

    total $1,489,739

  • 11b · Fees: legal

    total $276,476

  • 11c · Fees: accounting

    total $56,482

  • 11f · Fees: investment management

    total $3,000

  • 13 · Office expenses

    total $189,889

  • 19 · Conferences, conventions and meetings

    total $36,076

  • 23 · Insurance

    total $117,753

  • 24a · Other expenses: MEDICAL COST CONTAINMEN

    total $2,005,630

  • 24b · Other expenses: CONSULTING

    total $389,392

  • 24c · Other expenses: ADMINISTRATION - DENTAL

    total $179,035

  • 24d · Other expenses: ADMINISTRATION - RX

    total $155,707

  • 24e · All other expenses

    total $234,058

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,522,682 · end of year $5,633,509

  • 4 · Accounts receivable

    beginning of year $7,488,317 · end of year $8,151,428

  • 9 · Prepaid expenses and deferred charges

    beginning of year $94,411 · end of year $59,546

  • 11 · Investments: publicly traded securities

    beginning of year $45,230,455 · end of year $70,386,954

  • 17 · Accounts payable and accrued expenses

    beginning of year $148,426 · end of year $81,932

  • 25 · Other liabilities

    beginning of year $16,068,000 · end of year $15,145,000

  • 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 $51,119,439 · end of year $69,004,505

Mission and programs · 2024

Mission

HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS

  • HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.

    Expenses $52,697,441

As filed on the 2024 return.

Listed in Part VII

  • Ian Adams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Brent Bohn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Michael Gittings

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Eduardo Escoto

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Dionne Klug

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Ruben Perez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

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.

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.

  • ALBERTSON'S

    C · RETAIL GROCERS · CA

  • SMITH' FOOD 4 LESS

    C · RETAIL GROCERS · CA

  • UFCW LOCAL 711

    C · LABOR UNION · NV

Provenance

Return type
form_990
Tax year
2024
Filed
14 October 2025
IRS schema version
2024v5.2
Source object
202542879349302319

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