Civic Intelligence

Ufcw Union Local 919 &Amp Contributing Employers Food Health &Amp Welfare F

990 • Fiscal year 2020 • EIN 06-0844353

Aug 01, 2019 to Jul 31, 2020 • Filed on May 12, 2021

Organization ProfileN/A

View Organization Page

6 Hyde Road 2nd FloorFarmington, CT 06032-2830

(860) 677-8118

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.09x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

38th percentile

1.8%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$169,060

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

39th percentile

5.4%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$7,641,952

Up $394,542 (+5.4%) from 2019

Net Assets

Up

$5,195,236

Up $693,535 (+15%) from 2019

Liabilities

Down

$2,446,716

Down $298,993 (-11%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Down

$28,315,572

Down $407,774 (-1.4%) from 2019

Expenses

Up

$27,801,630

Up $257,259 (+0.9%) from 2019

Net Income

Down

$513,942

Down $665,033 (-56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $11,050,587Liabilities 2010: $3,632,485Net Assets 2010: $7,418,1022010Assets 2011: $6,307,452Liabilities 2011: $3,841,010Net Assets 2011: $2,466,4422011Assets 2012: $6,076,931Liabilities 2012: $4,083,533Net Assets 2012: $1,993,3982012Assets 2013: $6,038,431Liabilities 2013: $4,046,730Net Assets 2013: $1,991,7012013Assets 2014: $6,511,773Liabilities 2014: $2,623,957Net Assets 2014: $3,887,8162014Assets 2015: $6,515,875Liabilities 2015: $2,607,109Net Assets 2015: $3,908,7662015Assets 2016: $6,437,436Liabilities 2016: $2,970,064Net Assets 2016: $3,467,3722016Assets 2017: $6,867,850Liabilities 2017: $3,278,690Net Assets 2017: $3,589,1602017Assets 2018: $6,991,670Liabilities 2018: $3,780,153Net Assets 2018: $3,211,5172018Assets 2019: $7,247,410Liabilities 2019: $2,745,709Net Assets 2019: $4,501,7012019Assets 2020: $7,641,952Liabilities 2020: $2,446,716Net Assets 2020: $5,195,2362020

Highlighted filing

2020

Assets$7,641,952
Liabilities$2,446,716
Net Assets$5,195,236
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $29,244,2792010Expenses 2011: $34,830,4322011Expenses 2012: $33,156,4102012Revenue 2013: $35,499,872Expenses 2013: $35,672,183Net Income 2013: -$172,3112013Revenue 2014: $28,039,865Expenses 2014: $27,555,139Net Income 2014: $484,7262014Revenue 2015: $27,222,730Expenses 2015: $27,442,417Net Income 2015: -$219,6872015Revenue 2016: $26,831,645Expenses 2016: $26,791,341Net Income 2016: $40,3042016Revenue 2017: $30,182,334Expenses 2017: $30,057,183Net Income 2017: $125,1512017Revenue 2018: $31,004,611Expenses 2018: $30,925,996Net Income 2018: $78,6152018Revenue 2019: $28,723,346Expenses 2019: $27,544,371Net Income 2019: $1,178,9752019Revenue 2020: $28,315,572Expenses 2020: $27,801,630Net Income 2020: $513,9422020

Highlighted filing

2020

Revenue$28,315,572
Expenses$27,801,630
Net Income$513,942
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$28,315,572
Mission and Program Overview

Mission

Providing eligible participants and their dependents with various employee welfare benefits, including health, hospitalization, dental, prescription, optical, disability and life insurance coverage.

Providing eligible participants and their dependents with employee health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,501,701$5,195,236▲ $693,535
Investments Other Securities$4,286,970$4,562,685▲ $275,715
Savings and Temporary Cash Investments$1,425,315$1,573,963▲ $148,648
Accounts Receivable$1,427,721$1,411,978▼ $15,743
Prepaid Expenses and Deferred Charges$38,281$48,505▲ $10,224
Cash and Non-Interest-Bearing Accounts$59,666$36,822▼ $22,844
Land, Buildings, and Equipment, Net$9,457$7,999▼ $1,458
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,247,410$7,641,952▲ $394,542
Liabilities
Other Liabilities$2,687,924$2,277,763▼ $410,161
Accounts Payable and Accrued Expenses$57,785$168,953▲ $111,168
Total Liabilities$2,745,709$2,446,716▼ $298,993
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,501,701$5,195,236▲ $693,535
Total Liabilities and Net Assets / Fund Balance$7,247,410$7,641,952▲ $394,542

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,999$56,481$64,480
Other Securities$4,562,685--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger BarretteFund Office ManagerPT$111,443$6,899$118,342

Board Members and Trustees

NameTitle
Mark a EspinosaChariman/trustee
Joanna SantanaLabor Alternate Trustee
Jason DoklaLabor Trustee
Bob SpinellaManagement Trustee
Jason ParadisSecretary/trustee
Christa KramerManagement Alternate Truste
Gene Del RosarioManagement Alternate Truste

Highest Paid Contractors

ContractorServicesLocationCompensation
Optumrx INCPrescription Benefits2300 MAIN STREET, Irvine, CA 92614$3,828,101
Cigna MedicalClaims AdminPO BOX 644546, Pittsburgh, PA 15264$678,145
S&s Healthcare StrategiesClaims Admin1385 KEMPER MEADOW DRIVE, Cincinnati, OH 45240$597,395
Segal CoActuarial Services30 WATERSIDE DR STE 300, Farmington, CT 06032$381,644
Delta Dental Of New Jersey INCClaims Admin1639 ROUTE 10 3RD FLOOR, Parsippany, NJ 07054$126,246
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,524,709
Investment Income
$113,298
Other Revenue
$677,565
Change in Net Assets
$513,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,301,072
Revenue Not Reported on Financial Statements
$14,500
Revenue Not Reported on Form 990
$179,593
Total Revenue per Audited Statements
$28,480,665
Total Revenue per Form 990
$28,315,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,243,951
Salaries, Compensation, and Employee Benefits$417,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,140,338
Fees for Services Other---$1,865,127
Other Salaries and Wages---$224,457
Fees for Services Legal---$154,926
Current Officers, Directors, Trustees, and Key Employees---$133,594
Office Expenses---$68,775
Information Technology---$35,250
Fees for Services Accounting---$30,684
Occupancy---$29,400
Insurance---$26,970
Other Employee Benefits---$26,082
Payroll Taxes---$25,928
Fees for Service Investment Mgmnt Fees---$14,500
Pension Plan Contributions---$7,280
Depreciation Depletion---$3,609
Other Expenses---$2,500
Total Functional Expenses$0$0$0$27,801,630

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$28,198,530
Total Expenses per Form 990$27,801,630
Expenses per Audited Statements$27,787,130
Expenses Not Reported on Form 990$411,400
Expenses Not Reported on Financial Statements$14,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Incurred But Not Reported$2,075,700
Shop and Stop Deposit$200,000
Due to Affiliates$2,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“For 990 is reviewed, approved, and accepted by the board of trustees prior to being filed.”

Form 990, Part VI, Section B, Line 12

“The board requires all trustees to report any potential conflicts of interest at least annually. Any potential conflicts of interest are brought to the board for discussion and resolution.”

Form 990, Part VI, Section B, Line 15A

“The compensation for the fund office manager is determined annually by taking into account performance and comtemporaneous market data for similar postings and levels of responsiblity.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, tax returns, and audited financial statemements are made available to the public upon request to the fund office.”

Filing and Contact Details

Filer

Filer Name
Ufcw Union Local 919 & Contributing
EIN
06-0844353
Phone
8606778118
Address
6 HYDE ROAD 2ND FLOOR, FARMINGTON, CT 06032-2830

Signing Officer

Name
Mark a Espinosa
Title
Chairman/trustee
Phone
8606778118
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark a Espinosa
Formed
1967
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organizations board of trustees is responsible for the oversight of the audit and the selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“CHANGE IN IBNR 411,400.”

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/NetAssetsOrFundBalancesEOYAmt05195236
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0179593
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt029400
IRS990/OfficeExpensesGrp/TotalAmt068775
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026082
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt012210
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/OtherLiabilitiesGrp/BOYAmt02687924
IRS990/OtherLiabilitiesGrp/EOYAmt02277763
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0BENEFITS RECOVERED
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0677565
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0677565
IRS990/OtherRevenueTotalAmt0677565
IRS990/OtherSalariesAndWagesGrp/TotalAmt0224457
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt025928
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt07280
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038281
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048505
IRS990/PrincipalOfficerNm0MARK A ESPINOSA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025312127
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12212582
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025312127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12212582
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025107790
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0131132
IRS990/PYOtherExpensesAmt02028971
IRS990/PYOtherRevenueAmt0375703
IRS990/PYProgramServiceRevenueAmt028216511
IRS990/PYRevenuesLessExpensesAmt01178975
IRS990/PYSalariesCompEmpBnftPaidAmt0407610
IRS990/PYTotalExpensesAmt027544371
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028723346
IRS990/ReconcilationRevenueExpnssAmt0513942
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01425315
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01573963
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07999
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056481
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064480
IRS990ScheduleD/ExpensesNotReportedAmt0411400
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014500
IRS990ScheduleD/ExpensesSubtotalAmt027787130
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014500
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0179593
IRS990ScheduleD/OtherExpensesIncludedAmt0411400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12075700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHOP AND STOP DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO AFFILIATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04562685
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0179593
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014500
IRS990ScheduleD/RevenueSubtotalAmt028301072
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN IBNR 411,400.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07999
IRS990ScheduleD/TotalBookValueSecuritiesAmt04562685
IRS990ScheduleD/TotalExpensesPerForm990Amt027801630
IRS990ScheduleD/TotalLiabilityAmt02277763
IRS990ScheduleD/TotalRevenuePerForm990Amt028315572
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028480665
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028198530
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0111443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt047761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt01456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROGER BARRETTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND OFFICE MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0118342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt050718
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOR 990 IS REVIEWED, APPROVED, AND ACCEPTED BY THE BOARD OF TRUSTEES PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REQUIRES ALL TRUSTEES TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE BOARD FOR DISCUSSION AND RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION FOR THE FUND OFFICE MANAGER IS DETERMINED ANNUALLY BY TAKING INTO ACCOUNT PERFORMANCE AND COMTEMPORANEOUS MARKET DATA FOR SIMILAR POSTINGS AND LEVELS OF RESPONSIBLITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND AUDITED FINANCIAL STATEMEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0STOP & SHOP COMPANIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061065206
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0M/E PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06 HYDE RD 2ND FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FARMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006032
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0517557
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07247410
IRS990/TotalAssetsEOYAmt07641952
IRS990/TotalAssetsGrp/BOYAmt07247410
IRS990/TotalAssetsGrp/EOYAmt07641952
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt027801630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02745709
IRS990/TotalLiabilitiesEOYAmt02446716
IRS990/TotalLiabilitiesGrp/BOYAmt02745709
IRS990/TotalLiabilitiesGrp/EOYAmt02446716

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,641,952
Liabilities
$2,446,716
Net assets
$5,195,236
Revenue
$28,315,572
Expenses
$27,801,630
Net income
$513,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$7.64$2.45$5.20$28.3$27.8$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.25$2.75$4.50$28.7$27.5$1.18
2018Detailed filing. Detailed filing data is available for this year.$6.99$3.78$3.21$31.0$30.9$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.87$3.28$3.59$30.2$30.1$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.44$2.97$3.47$26.8$26.8$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.52$2.61$3.91$27.2$27.4$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.51$2.62$3.89$28.0$27.6$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$4.05$1.99$35.5$35.7$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$4.08$1.99$33.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$3.84$2.47$34.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$3.63$7.42$29.2