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← UNITED FOOD & COMM WKRS UNION LOCAL 1262 & EMPLOYERS WELFARE FUND

Form 990 for tax year 2023

Filed by UNITED FOOD & COMM WKRS UNION LOCAL 1262 & EMPLOYERS WELFARE FUND.

Totals

Total revenue
$96,169,355
Total expenses
$91,633,133
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$95,284,878
Investment income
$883,287
Other revenue
$1,190
Total assets, end of year
$33,370,369
Total liabilities, end of year
$358,626
Net assets or fund balances, end of year
$33,011,743
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

    total $93,890,544 · related or exempt $93,890,544

  • 2b · Program service revenue: LEGAL

    total $593,008 · related or exempt $593,008

  • 2c · Program service revenue: RETIREE

    total $449,076 · related or exempt $449,076

  • 2d · Program service revenue: COBRA

    total $339,916 · related or exempt $339,916

  • 2e · Program service revenue: PART-TIME DEPENDENT CARE INSURANC

    total $12,334 · related or exempt $12,334

  • 3 · Investment income

    total $684,886 · excluded $684,886

  • 7a · Gross sales of assets other than inventory

    securities $300,000

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

    securities $101,599

  • 7c · Gain or loss

    securities $198,401

  • 7d · Net gain or loss

    total $198,401 · excluded $198,401

  • 11a · Other revenue: OTHER INCOME

    total $1,190 · excluded $1,190

  • 11e · Other revenue, total

    $1,190

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $89,766,672

  • 7 · Other salaries and wages

    total $591,680

  • 8 · Pension plan contributions

    total $42,757

  • 9 · Other employee benefits

    total $149,703

  • 10 · Payroll taxes

    total $51,857

  • 11a · Fees: management

    total $259,929

  • 11b · Fees: legal

    total $39,143

  • 11c · Fees: accounting

    total $55,000

  • 11f · Fees: investment management

    total $11,529

  • 11g · Fees: other

    total $159,633

  • 13 · Office expenses

    total $171,359

  • 14 · Information technology

    total $205,346

  • 16 · Occupancy

    total $44,044

  • 19 · Conferences, conventions and meetings

    total $4,658

  • 22 · Depreciation, depletion and amortization

    total $3,805

  • 23 · Insurance

    total $35,990

  • 24a · Other expenses: FEES MANDATED BY THE AF

    total $40,028

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $133,380

  • 2 · Savings and temporary cash investments

    beginning of year $1,977,349 · end of year $644,214

  • 4 · Accounts receivable

    beginning of year $8,966,117 · end of year $10,311,204

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,330 · end of year $23,675

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

    $191,424

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

    $181,163

  • 10c · Land, buildings and equipment, net

    beginning of year $3,228 · end of year $10,261

  • 11 · Investments: publicly traded securities

    beginning of year $15,669,737 · end of year $18,437,687

  • 12 · Investments: other securities

    end of year $1,612,821

  • 15 · Other assets

    beginning of year $2,128,444 · end of year $2,197,127

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,808,472 · end of year $59,929

  • 25 · Other liabilities

    beginning of year $306,524 · end of year $298,697

  • 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 $26,653,409 · end of year $33,011,743

Mission and programs · 2023

Mission

TO PROVIDE HOSPITAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HOSPITAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • PATRICK DURNING

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MICHAEL DEMARTINO

    UNION TRUSTEE

    Total calculated
    $347,960
    From this org
    $0
    From related orgs
    $315,708
    Other
    $32,252
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,708 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,342 related
    Nontaxable benefits
    $0 + $20,910 related
    Filer's total
    $0 + $347,960 related

  • HARVEY WHILLE

    CHAIRMAN, UNION TRUSTEE

    Total calculated
    $473,760
    From this org
    $0
    From related orgs
    $441,508
    Other
    $32,252
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,508 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,342 related
    Nontaxable benefits
    $0 + $20,910 related
    Filer's total
    $0 + $473,760 related

  • THOMAS WHILLE

    UNION TRUSTEE

    Total calculated
    $238,956
    From this org
    $0
    From related orgs
    $206,704
    Other
    $32,252
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,704 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,342 related
    Nontaxable benefits
    $0 + $20,910 related
    Filer's total
    $0 + $238,956 related

  • RACHEL CARUSO

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ALEX VOITOVICH

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    5

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.

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.

  • WAKEFERN CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
10 July 2025
IRS schema version
2023v6.0
Source object
202521919349301812

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