Form 990 for tax year 2022
Filed by ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND.
Totals
- Total revenue
- $131,349,671
- Total expenses
- $129,924,346
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $130,926,089
- Investment income
- $309,528
- Other revenue
- $114,054
- Total assets, end of year
- $41,712,920
- Total liabilities, end of year
- $616,797
- Net assets or fund balances, end of year
- $41,096,123
- 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 $115,601,093 · related or exempt $115,601,093
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $10,107,750 · related or exempt $10,107,750
-
2c · Program service revenue: PRESCRIPTION DRUG REBATES
total $5,217,246 · related or exempt $5,217,246
-
3 · Investment income
total $435,840 · excluded $435,840
-
7a · Gross sales of assets other than inventory
securities $6,445,656
-
7b · Less cost or other basis and sales expenses
securities $6,571,968
-
7c · Gain or loss
securities -$126,312
-
7d · Net gain or loss
total -$126,312 · excluded -$126,312
-
11a · Other revenue: COMMISSION CREDITS
total $114,054 · excluded $114,054
-
11e · Other revenue, total
$114,054
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $123,407,842
-
11a · Fees: management
total $2,035,187
-
11b · Fees: legal
total $589,709
-
11c · Fees: accounting
total $80,365
-
11f · Fees: investment management
total $19,772
-
11g · Fees: other
total $3,269,931
-
13 · Office expenses
total $376,034
-
19 · Conferences, conventions and meetings
total $42,450
-
23 · Insurance
total $70,559
-
24a · Other expenses: FEES MANDATED BY THE AC
total $32,497
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,257,672 · end of year $5,857,525
-
2 · Savings and temporary cash investments
beginning of year $9,207,430 · end of year $11,597,991
-
4 · Accounts receivable
beginning of year $13,628,193 · end of year $13,028,560
-
9 · Prepaid expenses and deferred charges
beginning of year $56,615 · end of year $53,234
-
11 · Investments: publicly traded securities
beginning of year $14,014,804 · end of year $11,175,610
-
17 · Accounts payable and accrued expenses
beginning of year $150,271 · end of year $262,592
-
19 · Deferred revenue
beginning of year $374,785 · end of year $354,205
-
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 $39,639,658 · end of year $41,096,123
Mission and programs · 2022
Mission
TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF ROCKY MOUNTAIN UFCW & EMPLOYERS HEALTH BENEFIT PLAN.
Activities or mission (Part I)
PROVIDE HEALTH BENEFITS
-
TO PROVIDE HEALTH, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, VISION, PRESCRIPTION AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2022 return.
Listed in Part VII
-
Bob McLauchlinBOB MCLAUCHLIN
TRUSTEE - PAST
- Total calculated
- $0
- Hours/week
- 1
-
Leroy WestmorelandLEROY WESTMORELAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sean HammondSEAN HAMMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andy LukesANDY LUKES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim CordovaKIM CORDOVA
TRUSTEE
- Total calculated
- $230,208
- From this org
- $0
- From related orgs
- $214,245
- Other
- $15,963
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $200,871 related
- Bonus
- $0
- Other
- $0 + $13,374 related
- Deferred
- $0 + $3,379 related
- Nontaxable benefits
- $0 + $12,584 related
- Filer's total
- $0 + $230,208 related
-
Kevin SchneiderKEVIN SCHNEIDER
TRUSTEE - PAST
- Total calculated
- $193,215
- From this org
- $0
- From related orgs
- $184,898
- Other
- $8,317
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $176,079 related
- Bonus
- $0
- Other
- $0 + $8,819 related
- Deferred
- $0 + $1,984 related
- Nontaxable benefits
- $0 + $6,333 related
- Filer's total
- $0 + $193,215 related
-
Martin GarciaMARTIN GARCIA
TRUSTEE
- Total calculated
- $183,122
- From this org
- $0
- From related orgs
- $168,874
- Other
- $14,248
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $168,874 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,392 related
- Nontaxable benefits
- $0 + $10,856 related
- Filer's total
- $0 + $183,122 related
-
Leah DowodzenkaLEAH DOWODZENKA
TRUSTEE - PAST
- Total calculated
- $136,480
- From this org
- $0
- From related orgs
- $122,251
- Other
- $14,229
- Hours/week
- 1 + 45 related
-
Adriana EscobarADRIANA ESCOBAR
TRUSTEE - NEW
- Total calculated
- $199,843
- From this org
- $0
- From related orgs
- $185,595
- Other
- $14,248
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $172,221 related
- Bonus
- $0
- Other
- $0 + $13,374 related
- Deferred
- $0 + $3,392 related
- Nontaxable benefits
- $0 + $10,856 related
- Filer's total
- $0 + $199,843 related
-
Christine ArellanoCHRISTINE ARELLANO
TRUSTEE - NEW
- Total calculated
- $171,851
- From this org
- $0
- From related orgs
- $157,712
- Other
- $14,139
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $151,175 related
- Bonus
- $0
- Other
- $0 + $6,537 related
- Deferred
- $0 + $3,283 related
- Nontaxable benefits
- $0 + $10,856 related
- Filer's total
- $0 + $171,851 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.
-
ROCKY MTN UFCW UNIONS AND EMPRS RETAIL AND MEAT PENSION PLAN
401(A) · PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES · CO
-
UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION 7R LOCAL
CONTRIBUTING EMPLOYER
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.
-
ALBERTSONS SAFEWAY
CONTRIBUTING EMPLOYER
-
ALMAGNO FREELANCE
CONTRIBUTING EMPLOYER
-
DARLING INTERNATIONAL
CONTRIBUTING EMPLOYER
-
DEBONAIRE HAIR
CONTRIBUTING EMPLOYER
-
DENVER PROCESSING (KS - MEAT PLANT)
CONTRIBUTING EMPLOYER
-
KING SOOPERSCITY MARKETSMITH FOODS
CONTRIBUTING EMPLOYER
-
ZENITH AMERICAN SOLUTIONS
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430749349301883
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