Form 990 for tax year 2022
Filed by UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND.
Totals
- Total revenue
- $15,992,054
- Total expenses
- $15,283,858
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $15,289,042
- Investment income
- $659,660
- Other revenue
- $43,352
- Total assets, end of year
- $15,122,276
- Total liabilities, end of year
- $49,435
- Net assets or fund balances, end of year
- $15,072,841
- 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 $14,836,308 · related or exempt $14,836,308
-
2b · Program service revenue: SPOUSAL CONTRIBUTIONS
total $295,769 · related or exempt $295,769
-
2c · Program service revenue: RETIREE CONTRIBUTIONS
total $115,249 · related or exempt $115,249
-
2d · Program service revenue: COBRA CONTRIBUTIONS
total $40,516 · related or exempt $40,516
-
2e · Program service revenue: DEPENDENT CONTRIBUTIONS
total $1,200 · related or exempt $1,200
-
3 · Investment income
total $328,867 · excluded $328,867
-
7a · Gross sales of assets other than inventory
securities $2,657,068
-
7b · Less cost or other basis and sales expenses
securities $2,326,275
-
7c · Gain or loss
securities $330,793
-
7d · Net gain or loss
total $330,793 · excluded $330,793
-
11a · Other revenue: OTHER INCOME
total $43,352 · related or exempt $43,352
-
11e · Other revenue, total
$43,352
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $14,318,615
-
11b · Fees: legal
total $17,980
-
11c · Fees: accounting
total $38,000
-
11f · Fees: investment management
total $51,106
-
13 · Office expenses
total $37,074
-
23 · Insurance
total $31,238
-
24a · Other expenses: NETWORK PROVIDER/ACCESS
total $526,652
-
24b · Other expenses: THIRD PARTY ADMINISTRAT
total $97,066
-
24c · Other expenses: CONSULTING FEES
total $81,357
-
24d · Other expenses: DENTAL ADMINISTRATION
total $45,792
-
24e · All other expenses
total $38,978
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $50,000
-
2 · Savings and temporary cash investments
beginning of year $3,163,620 · end of year $2,903,810
-
4 · Accounts receivable
beginning of year $1,591,314 · end of year $1,647,086
-
11 · Investments: publicly traded securities
beginning of year $10,658,415 · end of year $10,521,380
-
17 · Accounts payable and accrued expenses
beginning of year $90,288 · end of year $49,435
-
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 $15,323,061 · end of year $15,072,841
Mission and programs · 2022
Mission
PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Activities or mission (Part I)
PROVIDE MEDICAL AND RELATED HEALTHCARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
-
PROVIDE MEDICAL, PHARMACY, DENTAL, VISION, SHORT TERM DISABILITY AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Revenue $15,289,042
As filed on the 2022 return.
Listed in Part VII
-
Nancy MeyerNANCY MEYER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Dan TelleDAN TELLE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark JacobsMARK JACOBS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike WillisMIKE WILLIS
ALTERNATE EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ted JarvisTED JARVIS
EXITING UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie BrinkleySTEPHANIE BRINKLEY
ALTERNATE UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marty SutterMARTY SUTTER
EXITING UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Larry HuntLARRY HUNT
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kyle NorrisKYLE NORRIS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Amy ArmstrongAMY ARMSTRONG
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike ForteMIKE FORTE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Margo QuinlanMARGO QUINLAN
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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.
-
LOCAL 88 UNION
PROVIDE UNION BENEFITS · MO
-
LOCAL 88 CBA EMPLOYEES
NEGOTIATE ON BEHALF OF EMPLOYEES · MO
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.
-
SCHNUCKS MARKET
CONTRIBUTING EMPLOYER · MO
-
DIERBERGS MARKETS
CONTRIBUTING EMPLOYER · MO
-
KUNA MEAT CO
CONTRIBUTING EMPLOYER · IL
-
STRAUB WM GROCERY
CONTRIBUTING EMPLOYER · MO
-
US FOOD SERVICE
CONTRIBUTING EMPLOYER · IL
-
JS WEINMANN INC
CONTRIBUTING EMPLOYER · MO
-
TNT FOODS LLC
CONTRIBUTING EMPLOYER · MO
-
RADEACKAR MARKET
CONTRIBUTING EMPLOYER · MO
-
MID TOWNE IGA
CONTRIBUTING EMPLOYER · MO
-
CENTRAL MARKETS INC
CONTRIBUTING EMPLOYER · MO
-
SEVERS MARKET
CONTRIBUTING EMPLOYER · MO
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420439349301907
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