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← UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD

Form 990 for tax year 2024

Filed by UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD.

Totals

Total revenue
$210,347,302
Total expenses
$189,779,389
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$199,603,046
Investment income
$1,427,715
Other revenue
$9,316,541
Total assets, end of year
$72,174,364
Total liabilities, end of year
$6,049,752
Net assets or fund balances, end of year
$66,124,612
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 AND EMPLOYEE CONTRIBUTIO

    total $199,489,057 · related or exempt $199,489,057

  • 2b · Program service revenue: SUBROGATION RECOVERY

    total $107,874 · related or exempt $107,874

  • 2c · Program service revenue: SPOUSAL FEES

    total $6,115 · related or exempt $6,115

  • 3 · Investment income

    total $1,380,777 · related or exempt $1,380,777

  • 7a · Gross sales of assets other than inventory

    securities $2,930,968

  • 7b · Less cost or other basis and sales expenses

    securities $2,884,030

  • 7c · Gain or loss

    securities $46,938

  • 7d · Net gain or loss

    total $46,938 · related or exempt $46,938

  • 11a · Other revenue: MERGER INCOME

    total $9,314,640 · related or exempt $9,314,640

  • 11d · All other revenue

    total $1,901 · related or exempt $1,901

  • 11e · Other revenue, total

    $9,316,541

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $184,771,243

  • 11b · Fees: legal

    total $389,287

  • 11c · Fees: accounting

    total $131,000

  • 11f · Fees: investment management

    total $34,162

  • 11g · Fees: other

    total $463,223

  • 13 · Office expenses

    total $278,530

  • 19 · Conferences, conventions and meetings

    total $24,665

  • 23 · Insurance

    total $19,675

  • 24a · Other expenses: ALLOCATED ADMINISTRATIV

    total $3,610,803

  • 24b · Other expenses: PCORI FEE

    total $56,801

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,286,844 · end of year $9,524,300

  • 2 · Savings and temporary cash investments

    beginning of year $13,258,538 · end of year $37,888,617

  • 4 · Accounts receivable

    beginning of year $7,051,511 · end of year $10,402,149

  • 11 · Investments: publicly traded securities

    beginning of year $13,563,090 · end of year $14,359,298

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,809,075 · end of year $6,049,752

  • 29 · Capital stock, trust principal or current funds

    beginning of year $45,350,908 · end of year $66,124,612

  • 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 $0 · end of year $0

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

Activities or mission (Part I)

TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Eric Taylor

    CHAIRMAN

    Total calculated
    $324,196
    From this org
    $0
    From related orgs
    $324,196
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,196 related
    Bonus
    $0 + $49,904 related
    Other
    $0 + $96 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $324,196 related

  • Maria Davenport

    UNION TRUSTEE

    Total calculated
    $217,042
    From this org
    $0
    From related orgs
    $217,042
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,681 related
    Bonus
    $0 + $79,265 related
    Other
    $0 + $96 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $217,042 related

  • Eric Lomax

    UNION TRUSTEE

    Total calculated
    $153,043
    From this org
    $0
    From related orgs
    $153,043
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,272 related
    Bonus
    $0 + $43,675 related
    Other
    $0 + $96 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $153,043 related

  • Peggy Prescott

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 40 related

  • Henry Taylor

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Lee Kunselman

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Karen Hill

    ALTERNATE UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • W Brandon Hopkins

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Rebecca Clark

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

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.

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.

  • UFCW LEGAL ASSISTANCE FUND

    501(C)(9) · LEGAL ASSISTANCE · GA

  • UFCW LOCAL 1996

    501(C)(5) · LABOR UNION · GA

  • UFCW BENEFITS ADMINISTRATION LLC

    PROVIDE ADMINISTRATIVE SUPPORT · GA

  • THE BOARD OF TRUSTEES

    501(C)(9) · TRUSTEES · GA

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.

  • THE KROGER CO

  • SHENANDOAH FLEET

  • SPARTA HEALTHCARE

  • HAC INC

  • TITAN

  • PCSI

  • HOSPITAL HOUSEKEEPING SYSTEMS LLC

Provenance

Return type
form_990
Tax year
2024
Filed
3 March 2026
IRS schema version
2024v5.5
Source object
202620629349300007

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