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Nonprofiteer
← UFCW HEALTH INSURANCE PLAN FOR RETIREES

Form 990 for tax year 2024

Filed by UFCW HEALTH INSURANCE PLAN FOR RETIREES.

Totals

Total revenue
$24,504,744
Total expenses
$24,511,230
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$24,504,744
Investment income
$0
Other revenue
$0
Total assets, end of year
$176,866
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$176,866
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 $21,709,044 · related or exempt $21,709,044

  • 2b · Program service revenue: MEDICARE PART D REIMBURSEMENT

    total $1,718,173 · related or exempt $1,718,173

  • 2c · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $1,077,527 · related or exempt $1,077,527

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $23,826,977

  • 11b · Fees: legal

    total $45,744

  • 11c · Fees: accounting

    total $19,388

  • 11g · Fees: other

    total $197,097

  • 13 · Office expenses

    total $1,771

  • 24a · Other expenses: CLAIMS PROCESSING

    total $420,253

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $183,352 · end of year $176,866

  • 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 $183,352 · end of year $176,866

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND MEDICAL BENEFITS AND SERVICES

Activities or mission (Part I)

TO PROVIDE HEALTH AND MEDICAL BENEFITS AND SERVICES.

  • THE PLAN PROVIDED HEALTH, DENTAL, DISABILITY, AND LIFE INSURANCE TO ALL ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Anthony M Perrone

    INTERNATIONAL PRESIDENT

    Total calculated
    $377,505
    From this org
    $0
    From related orgs
    $316,064
    Other
    $61,441
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,284 related
    Bonus
    $0
    Other
    $0 + $17,780 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $26,791 related
    Filer's total
    $0 + $377,505 related

  • Milton L Jones

    INT'L SECY-TREASURER

    Total calculated
    $319,216
    From this org
    $0
    From related orgs
    $257,775
    Other
    $61,441
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,127 related
    Bonus
    $0
    Other
    $0 + $13,648 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $26,791 related
    Filer's total
    $0 + $319,216 related

  • Michael S Haggerty

    EXEC VP/NAT'L PRESIDENT

    Total calculated
    $223,278
    From this org
    $0
    From related orgs
    $176,167
    Other
    $47,111
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,391 related
    Bonus
    $0
    Other
    $0 + $4,776 related
    Deferred
    $0 + $35,591 related
    Nontaxable benefits
    $0 + $11,520 related
    Filer's total
    $0 + $223,278 related

  • Paul R Meinema

    EXEC VP/NAT'L PRESIDENT (FORMER)

    Total calculated
    $302,190
    From this org
    $0
    From related orgs
    $262,243
    Other
    $39,947
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,785 related
    Bonus
    $0
    Other
    $0 + $22,458 related
    Deferred
    $0 + $37,643 related
    Nontaxable benefits
    $0 + $2,304 related
    Filer's total
    $0 + $302,190 related

  • Stuart Appelbaum

    EXEC VP/PRESIDENT RWDSU

    Total calculated
    $33,450
    From this org
    $0
    From related orgs
    $0
    Other
    $33,450
    Hours/week
    0.2 + 39.8 related

  • David T Young

    EXECUTIVE VICE PRESIDENT/ORG DIR

    Total calculated
    $298,670
    From this org
    $0
    From related orgs
    $236,247
    Other
    $62,423
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,247 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,800 related
    Nontaxable benefits
    $0 + $27,623 related
    Filer's total
    $0 + $298,670 related

  • Lori A Werner

    EXECUTIVE VICE PRESIDENT (FORMER)

    Total calculated
    $273,650
    From this org
    $0
    From related orgs
    $250,436
    Other
    $23,214
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $57,500 related
    Bonus
    $0
    Other
    $0 + $192,936 related
    Deferred
    $0 + $14,022 related
    Nontaxable benefits
    $0 + $9,192 related
    Filer's total
    $0 + $273,650 related

  • Warren S Barclay

    INT'L SECY-TREASURER (FORMER)

    Total calculated
    $42,262
    From this org
    $0
    From related orgs
    $42,262
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $42,262 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $42,262 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
10 December 2025
IRS schema version
2024v5.2
Source object
202513449349300726

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