Skip to content
Nonprofiteer
← UFCW LOCAL 1500 WELFARE FUND

Form 990 for tax year 2024

Filed by UFCW LOCAL 1500 WELFARE FUND.

Totals

Total revenue
$84,195,712
Total expenses
$85,857,202
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$76,279,821
Investment income
$3,080,141
Other revenue
$4,835,750
Total assets, end of year
$62,246,221
Total liabilities, end of year
$11,900,552
Net assets or fund balances, end of year
$50,345,669
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 $73,499,865 · related or exempt $73,499,865

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $2,554,463 · related or exempt $2,554,463

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $225,493 · related or exempt $225,493

  • 3 · Investment income

    total $2,568,714 · related or exempt $2,568,714

  • 7a · Gross sales of assets other than inventory

    securities $12,811,288

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

    securities $12,299,861

  • 7c · Gain or loss

    securities $511,427

  • 7d · Net gain or loss

    total $511,427 · related or exempt $511,427

  • 11a · Other revenue: PRESCRIPTON REBATES

    total $4,825,463 · related or exempt $4,825,463

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $10,287 · related or exempt $10,287

  • 11e · Other revenue, total

    $4,835,750

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $83,043,292

  • 7 · Other salaries and wages

    total $1,168,085

  • 8 · Pension plan contributions

    total $93,231

  • 9 · Other employee benefits

    total $260,796

  • 10 · Payroll taxes

    total $83,410

  • 11b · Fees: legal

    total $56,100

  • 11c · Fees: accounting

    total $50,413

  • 11f · Fees: investment management

    total $122,661

  • 13 · Office expenses

    total $119,844

  • 16 · Occupancy

    total $323,800

  • 17 · Travel

    total $3,650

  • 23 · Insurance

    total $30,955

  • 24a · Other expenses: CONTRIBUTION ADMINISTRA

    total $313,969

  • 24b · Other expenses: ACTUARY

    total $91,350

  • 24c · Other expenses: CONSULTANT

    total $70,950

  • 24d · Other expenses: PCORI FEES

    total $23,155

  • 24e · All other expenses

    total $1,541

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,118,151 · end of year $4,125,593

  • 4 · Accounts receivable

    beginning of year $544,987 · end of year $600,268

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

    $28,304

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

    $28,304

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $55,547,380 · end of year $57,520,360

  • 17 · Accounts payable and accrued expenses

    beginning of year $269,368 · end of year $265,003

  • 25 · Other liabilities

    beginning of year $9,099,194 · end of year $11,635,549

  • 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 $50,841,956 · end of year $50,345,669

Mission and programs · 2024

Mission

TO PROVIDE EMPLOYEE BENEFITS IN THE FORM OF HEALTH AND WELFARE PLANS FOR MEMBERS OF UFCW LOCAL 1500 AND THEIR DEPENDENTS

  • TO PROVIDE EMPLOYEE BENEFITS IN THE FORM OF HEALTH AND WELFARE PLANS FOR MEMBERS OF UFCW LOCAL 1500 AND THEIR DEPENDENTS

As filed on the 2024 return.

Listed in Part VII

  • Joseph Waddy

    UNION TRUSTEE

    Total calculated
    $285,425
    From this org
    $0
    From related orgs
    $249,674
    Other
    $35,751
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,200 related
    Bonus
    $0 + $15,950 related
    Other
    $0 + $12,524 related
    Deferred
    $0 + $13,515 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $285,425 related

  • Pat Durning

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Paul Santarpia

    UNION TRUSTEE

    Total calculated
    $205,505
    From this org
    $0
    From related orgs
    $177,846
    Other
    $27,659
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,075 related
    Bonus
    $0 + $20,275 related
    Other
    $0 + $10,496 related
    Deferred
    $0 + $5,423 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $205,505 related

  • Robert Newell

    UNION TRUSTEE

    Total calculated
    $407,468
    From this org
    $0
    From related orgs
    $364,288
    Other
    $43,180
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,979 related
    Bonus
    $0 + $14,071 related
    Other
    $0 + $12,238 related
    Deferred
    $0 + $20,944 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $407,468 related

  • Robert Spinella

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Carolann Maroney

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Aly Waddy

    SECRETARY-TREASURER

    Total calculated
    $353,858
    From this org
    $0
    From related orgs
    $314,269
    Other
    $39,589
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,964 related
    Bonus
    $0 + $10,781 related
    Other
    $0 + $12,524 related
    Deferred
    $0 + $17,353 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $353,858 related

  • Gregory Pasquale

    VICE PRESIDENT

    Total calculated
    $166,464
    From this org
    $0
    From related orgs
    $136,588
    Other
    $29,876
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $117,000 related
    Bonus
    $0 + $17,750 related
    Other
    $0 + $1,838 related
    Deferred
    $0 + $7,640 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $166,464 related

  • Julius Scorzelli

    VICE PRESIDENT

    Total calculated
    $170,756
    From this org
    $0
    From related orgs
    $142,286
    Other
    $28,470
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $120,575 related
    Bonus
    $0 + $12,775 related
    Other
    $0 + $8,936 related
    Deferred
    $0 + $6,234 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $170,756 related

  • Robert Ecker

    VICE PRESIDENT

    Total calculated
    $159,705
    From this org
    $0
    From related orgs
    $132,088
    Other
    $27,617
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $112,625 related
    Bonus
    $0 + $17,625 related
    Other
    $0 + $1,838 related
    Deferred
    $0 + $5,381 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $159,705 related

  • David Brijall

    VICE PRESIDENT

    Total calculated
    $153,622
    From this org
    $0
    From related orgs
    $124,538
    Other
    $29,084
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $104,760 related
    Bonus
    $0 + $17,940 related
    Other
    $0 + $1,838 related
    Deferred
    $0 + $6,848 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $153,622 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.

Provenance

Return type
form_990
Tax year
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202542839349301204

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.