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← SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST

Form 990 for tax year 2022

Filed by SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST.

Totals

Total revenue
$1,342,264
Total expenses
$5,927,303
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$76,657
Investment income
$127,466
Other revenue
$1,138,141
Total assets, end of year
$10,748,615
Total liabilities, end of year
$204,301
Net assets or fund balances, end of year
$10,544,314
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 $71,490 · related or exempt $71,490

  • 2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS

    total $5,167 · related or exempt $5,167

  • 3 · Investment income

    total $259,578 · excluded $259,578

  • 7a · Gross sales of assets other than inventory

    securities $15,457,073

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

    securities $15,589,185

  • 7c · Gain or loss

    securities -$132,112

  • 7d · Net gain or loss

    total -$132,112 · excluded -$132,112

  • 11a · Other revenue: TRANSITIONAL REINSURANCE PROGRAM

    total $1,079,883 · related or exempt $1,079,883

  • 11b · Other revenue: OTHER INCOME

    total $58,258 · excluded $58,258

  • 11e · Other revenue, total

    $1,138,141

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,968,656

  • 11a · Fees: management

    total $195,698

  • 11b · Fees: legal

    total $161,931

  • 11c · Fees: accounting

    total $155,000

  • 11f · Fees: investment management

    total $36,159

  • 11g · Fees: other

    total $135,213

  • 13 · Office expenses

    total $22,872

  • 16 · Occupancy

    total $9,845

  • 19 · Conferences, conventions and meetings

    total $2,473

  • 23 · Insurance

    total $47,793

  • 24a · Other expenses: CONTRIBUTION REIMBURSEM

    total $1,161,171

  • 24b · Other expenses: FEES MANDATED BY THE AC

    total $30,492

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,181,153 · end of year $854,002

  • 4 · Accounts receivable

    beginning of year $603,920 · end of year $1,152,072

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,006 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $10,545,902 · end of year $8,742,541

  • 17 · Accounts payable and accrued expenses

    beginning of year $146,086 · end of year $54,400

  • 25 · Other liabilities

    beginning of year $0 · end of year $149,901

  • 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 $15,200,895 · end of year $10,544,314

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

Activities or mission (Part I)

PROVIDING HEALTH AND WELFARE BENEFITS

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2022 return.

Listed in Part VII

  • Johnny Rodriguez

    TRUSTEE

    Total calculated
    $131,871
    From this org
    $0
    From related orgs
    $131,871
    Other
    $0
    Hours/week
    1 + 40 related

  • Felipe Mendez

    ALTERNATE TRUSTEE

    Total calculated
    $323,603
    From this org
    $0
    From related orgs
    $323,603
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,603 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $323,603 related

  • Brandon Hopkins

    TRUSTEE

    Total calculated
    $401,786
    From this org
    $0
    From related orgs
    $401,786
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,786 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $401,786 related

  • Shirley Rome

    TRUSTEE

    Total calculated
    $175,961
    From this org
    $0
    From related orgs
    $175,961
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,961 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $175,961 related

  • Karen Hill

    TRUSTEE

    Total calculated
    $80,305
    From this org
    $0
    From related orgs
    $80,305
    Other
    $0
    Hours/week
    1 + 40 related

  • Rick Alleman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Peggy Prescott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Henry Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Don Sattler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 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.

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.

  • THE KROGER COMPANY

    C · RETAIL GROCERY · OH

Provenance

Return type
form_990
Tax year
2022
Filed
15 January 2024
IRS schema version
2022v5.0
Source object
202430169349300438

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