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← UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND.

Totals

Total revenue
$49,017,734
Total expenses
$46,725,814
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$47,038,527
Investment income
$1,979,207
Other revenue
$0
Total assets, end of year
$52,746,573
Total liabilities, end of year
$10,719,022
Net assets or fund balances, end of year
$42,027,551
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $46,945,527 · related or exempt $46,945,527

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $93,000 · related or exempt $93,000

  • 3 · Investment income

    total $1,778,147 · related or exempt $730,533 · excluded $1,047,614

  • 7a · Gross sales of assets other than inventory

    securities $4,400,000

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

    securities $4,198,940

  • 7c · Gain or loss

    securities $201,060

  • 7d · Net gain or loss

    total $201,060 · related or exempt $201,060

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $40,754,736

  • 11a · Fees: management

    total $5,463,212

  • 11b · Fees: legal

    total $37,713

  • 11c · Fees: accounting

    total $43,500

  • 11f · Fees: investment management

    total $31,884

  • 11g · Fees: other

    total $13,250

  • 19 · Conferences, conventions and meetings

    total $284

  • 23 · Insurance

    total $29,029

  • 24a · Other expenses: DATA PROCESSING

    total $154,648

  • 24b · Other expenses: ADMINISTRATION-PROJECTS

    total $148,761

  • 24c · Other expenses: OFFICE EXPENSES

    total $34,833

  • 24d · Other expenses: NEWSLETTER

    total $13,964

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $39,425 · end of year $33,880

  • 2 · Savings and temporary cash investments

    beginning of year $22,467,393 · end of year $23,515,428

  • 4 · Accounts receivable

    beginning of year $3,898,887 · end of year $4,025,940

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,508 · end of year $88,987

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

    $266,589

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

    $266,589

  • 11 · Investments: publicly traded securities

    beginning of year $17,920,878 · end of year $21,187,979

  • 15 · Other assets

    beginning of year $2,374,898 · end of year $3,894,359

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,349,924 · end of year $10,719,022

  • 31 · Retained earnings, endowment or other funds

    beginning of year $37,384,065 · end of year $42,027,551

Mission and programs · 2023

Mission

TO PAY HEALTH, LIFE AND LIMITED LEGAL BENEFITS FOR PARTICIPANTS.

  • TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS.

  • TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sam Ferraino

    CHAIR/TRUSTE

    Total calculated
    $0

  • Patrick J Durning

    SECRETARY/TR

    Total calculated
    $0

  • Gene Del Rosario

    TRUSTEE

    Total calculated
    $0

  • Daniel Ross

    TRUSTEE

    Total calculated
    $0

  • Daniel Konczyk

    TRUSTEE

    Total calculated
    $0

  • Rachel Caruso

    TRUSTEE

    Total calculated
    $0

  • Alexander Voitovich

    TRUSTEE

    Total calculated
    $0

  • Tim Terifay

    TRUSTEE

    Total calculated
    $0

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AVC PICTURES LLC AVC PICTURES LLC

    MEDIA · NJ

    Directly controlled by AVC AVC PICTURES LLC

  • SHOPRITE OF EDDYSTONE SHOPRITE OF EDDYSTONE

    GROCERY ST · PA

    Directly controlled by COLLINS FAMILY MARKETS

  • EEE ASSOCIATES LLC SHOPRITE OF ARK RD & RT 38

    GROCERY ST · NJ

    Directly controlled by EICKHOFF'S SUPERMARKETS

  • KGJ ASSOCIATES LLC SHOPRITE OF CINNAMINSON

    GROCERY ST · NJ

    Directly controlled by EICKHOFF'S SUPERMARKETS

  • SHOPRITE OF GLENOLDEN

    GROCERY ST · PA

    Directly controlled by COLLINS FAMILY MARKETS

  • SOMERSET HOLDINGS LLC

    GROCERY ST · NJ

  • MARLTON SUPERMARKETS INC MARLTON SUPERMARKETS INC

    GROCERY ST · NJ

    Directly controlled by MARLTON SUPERMARKETS

  • MOUNT LAUREL SUPERMARKETS INC MOUNT LAUREL SUPERMARKETS INC

    GROCERY ST · NJ

    Directly controlled by MOUNT LAUR SUPERMARKETS INC

  • RACETRACK SUPERMARKET RACETRACK SUPERMARKET

    GROCERY ST · NJ

    Directly controlled by RACETRACK SUPERMARKET

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ZALLIE SUPERMARKETS INC ZALLIE SUPERMARKETS INC

    C CORP · GROCERY ST · NJ

  • KRE INC T/A SHOPRITE OF HAINESPORT & RT 38

    C CORP · GROCERY ST · NJ

    Directly controlled by EICKHOFF'S

  • LION'S GATE SJF-CCRC INC

    C CORP · HEALTHCARE · NJ

  • HFE INC SHOP RITE OF WILLINGBORO

    C CORP · GROCERY ST · NJ

    Directly controlled by EICKHOFF'S

  • SAKER SHOPRITES INC SAKER SHOPRITES INC

    C CORP · GROCERY ST · NJ

  • AHOLD USA INC AHOLD FINANCIAL SERVICES

    C CORP · GROCERY ST · PA

  • BOTTINO'S SUPERMARKET

    C CORP · GROCERY ST · NJ

  • BROWN'S SUPERSTORES

    C CORP · GROCERY ST · PA

    Directly controlled by BROWN'S SU

  • DELAWARE SUPERMARKETS

    C CORP · GROCERY ST · DE

    Directly controlled by WAKEFERN C

  • FRANK M VACCARO & ASSOC INC

    C CORP · ADMINISTRA · PA

  • MURPHYS MARKETS

    C CORP · GROCERY ST · NJ

  • SHOP RITE OF MULLICA HILL

    C CORP · GROCERY ST · NJ

    Directly controlled by AMMONS

  • SHOP RITE OF YARDLEY

    C CORP · GROCERY ST · NJ

    Directly controlled by SHOP RITE

  • SHOP RITE OF WEST CHESTER

    C CORP · GROCERY ST · PA

    Directly controlled by KTM SUPERM

  • TRI-STATE ADMINISTRATORS

    C CORP · ADMINISTRA · PA

  • VILLAGE SUPERMARKETS

    C CORP · GROCERY ST · NJ

  • MARQUIS HEALTH SERVICES

    HEALTHCARE · NJ

Provenance

Return type
form_990
Tax year
2023
Filed
18 August 2025
IRS schema version
2023v6.0
Source object
202542309349300844

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