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← UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND.

Totals

Total revenue
$122,356,853
Total expenses
$111,363,337
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$120,071,719
Investment income
$1,723,661
Other revenue
$561,473
Total assets, end of year
$77,582,235
Total liabilities, end of year
$11,326,610
Net assets or fund balances, end of year
$66,255,625
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 $120,071,719 · related or exempt $120,071,719

  • 3 · Investment income

    total $1,723,661 · excluded $1,723,661

  • 11a · Other revenue: COBRA

    total $561,433 · related or exempt $561,433

  • 11b · Other revenue: OTHER INCOME

    total $40 · related or exempt $40

  • 11e · Other revenue, total

    $561,473

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $100,629,130

  • 11b · Fees: legal

    total $130,047

  • 11c · Fees: accounting

    total $45,000

  • 11f · Fees: investment management

    total $17,988

  • 11g · Fees: other

    total $10,339,859

  • 13 · Office expenses

    total $76,435

  • 19 · Conferences, conventions and meetings

    total $10,296

  • 23 · Insurance

    total $56,487

  • 24a · Other expenses: PCORI

    total $44,850

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $13,245

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,056,009 · end of year $43,944

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $30,550,123

  • 4 · Accounts receivable

    beginning of year $5,902,402 · end of year $2,871,723

  • 9 · Prepaid expenses and deferred charges

    beginning of year $49,932 · end of year $140,850

  • 11 · Investments: publicly traded securities

    beginning of year $29,875,442 · end of year $37,312,507

  • 15 · Other assets

    beginning of year $6,564,799 · end of year $6,663,088

  • 17 · Accounts payable and accrued expenses

    beginning of year $474,692 · end of year $753,610

  • 25 · Other liabilities

    beginning of year $10,640,000 · end of year $10,573,000

  • 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 $52,333,892 · end of year $66,255,625

Mission and programs · 2023

Mission

THE ORGANIZATION IS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT COVERS ELIGIBLE MEMBERS AND THEIR DEPENDENTS, ESTABLISHED PURSUANT TO VARIOUS COLLECTIVE BARGAINING AGREEMENTS.

Activities or mission (Part I)

PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS

  • HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS

As filed on the 2023 return.

Listed in Part VII

  • BRIAN STRING

    UNION TRUSTEE/PRESIDENT

    Total calculated
    $506,209
    From this org
    $0
    From related orgs
    $466,847
    Other
    $39,362
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,847 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,274 related
    Nontaxable benefits
    $0 + $35,088 related
    Filer's total
    $0 + $506,209 related

  • DANIEL J ROSS JR

    UNION TRUSTEE

    Total calculated
    $214,906
    From this org
    $0
    From related orgs
    $173,558
    Other
    $41,348
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,558 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,491 related
    Nontaxable benefits
    $0 + $29,857 related
    Filer's total
    $0 + $214,906 related

  • LISA SANDERS

    UNION TRUSTEE

    Total calculated
    $168,181
    From this org
    $0
    From related orgs
    $143,068
    Other
    $25,113
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,068 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,491 related
    Nontaxable benefits
    $0 + $13,622 related
    Filer's total
    $0 + $168,181 related

  • NELSON HILL

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • DAN DOSENBACH

    EMPLOYER TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • JOAN WILLIAMS

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • PAT DURNING

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • ALEXANDER VOITOVICH

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 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

  • 3 · Approval by the board or compensation committee

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
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433139349302648

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