Civic Intelligence

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

990 • Fiscal year 2020 • EIN 06-0844353

Aug 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

13th percentile

-12%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-58%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $7,247,410 (-100%) from 2019

Net Assets

Down

$0

Down $4,501,701 (-100%) from 2019

Liabilities

Down

$0

Down $2,745,709 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin13th percentile

Revenue

Down

$12,076,426

Down $16,646,920 (-58%) from 2019

Expenses

Down

$13,497,523

Down $14,046,848 (-51%) from 2019

Net Income

Down

-$1,421,097

Down $2,600,072 (-221%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st 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: $5,195,2362020Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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: $513,9422020Revenue 2020: $12,076,426Expenses 2020: $13,497,523Net Income 2020: -$1,421,0972020

Highlighted filing

2020

Revenue$12,076,426
Expenses$13,497,523
Net Income-$1,421,097
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$12,076,426
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$5,195,236$0▼ $5,195,236
Investments Other Securities$4,562,685$0▼ $4,562,685
Savings and Temporary Cash Investments$1,573,963$0▼ $1,573,963
Accounts Receivable$1,411,978$0▼ $1,411,978
Prepaid Expenses and Deferred Charges$48,505$0▼ $48,505
Cash and Non-Interest-Bearing Accounts$36,822$0▼ $36,822
Land, Buildings, and Equipment, Net$7,999$0▼ $7,999
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,641,952$0▼ $7,641,952
Other Assets Total-$0-
Liabilities
Other Liabilities$2,277,763$0▼ $2,277,763
Accounts Payable and Accrued Expenses$168,953$0▼ $168,953
Total Liabilities$2,446,716$0▼ $2,446,716
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,195,236$0▼ $5,195,236
Total Liabilities and Net Assets / Fund Balance$7,641,952$0▼ $7,641,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn KingFund Office ManagerPT$87,843$47,503$135,346
Roger BarretteFund Office ManagerPT$70,632$40,127$110,759

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Cigna MedicalClaims AdminPO BOX 644546, Pittsburgh, PA 15264$376,197
Segal CoActuarial Services30 WATERSIDE DR STE 300, Farmington, CT 06032$229,087
S&s Healthcare StrategiesClaims Admin1385 KEMPER MEADOW DRIVE, Cincinnati, OH 45240$227,117
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,982,138
Investment Income
$59,480
Other Revenue
$34,808
Change in Net Assets
$-1,421,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,072,384
Revenue Not Reported on Financial Statements
$4,042
Revenue Not Reported on Form 990
$119,715
Total Revenue per Audited Statements
$12,192,099
Total Revenue per Form 990
$12,076,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,163,930
Salaries, Compensation, and Employee Benefits$147,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,185,993
Fees for Services Other---$940,056
Other Salaries and Wages---$121,463
Fees for Services Legal---$77,101
Information Technology---$47,273
Insurance---$33,352
Office Expenses---$25,874
Fees for Services Accounting---$16,516
Occupancy---$14,700
Other Employee Benefits---$13,485
Payroll Taxes---$9,292
Fees for Service Investment Mgmnt Fees---$4,042
Pension Plan Contributions---$3,360
Other Expenses---$3,345
Depreciation Depletion---$1,671
Total Functional Expenses$0$0$0$13,497,523

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,569,181
Total Expenses per Audited Statements$15,569,181
Total Expenses per Form 990$13,497,523
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-2,071,658
Other Expense Adjustments$-2,075,700
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
2021-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark a Espinosa
Formed
1967
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to and participating employers new england health fund -3,893,854.”

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 4B - OTHER ADJUSTMENTS:

“Change in ibnr -2,075,700.”

Raw XML AppendixShowing 400 of 455 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.

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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt014700
IRS990/OfficeExpensesGrp/TotalAmt025874
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-3893854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013485
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt03345
IRS990/OtherLiabilitiesGrp/BOYAmt02277763
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0BENEFITS RECOVERED
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034808
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034808
IRS990/OtherRevenueTotalAmt034808
IRS990/OtherSalariesAndWagesGrp/TotalAmt0121463
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt09292
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt03360
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048505
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARK A ESPINOSA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010948198
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11033940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010948198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11033940
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025140338
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0113298
IRS990/PYOtherExpensesAmt02243951
IRS990/PYOtherRevenueAmt0677565
IRS990/PYProgramServiceRevenueAmt027524709
IRS990/PYRevenuesLessExpensesAmt0513942
IRS990/PYSalariesCompEmpBnftPaidAmt0417341
IRS990/PYTotalExpensesAmt027801630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028315572
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1421097
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01573963
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-2071658
IRS990ScheduleD/ExpensesSubtotalAmt015569181
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04042
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04042
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0119715
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-2075700
IRS990ScheduleD/RevenueNotReportedAmt0119715
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04042
IRS990ScheduleD/RevenueSubtotalAmt012072384
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 -2,075,700.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt013497523
IRS990ScheduleD/TotalRevenuePerForm990Amt012076426
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012192099
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015569181
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0TRANSFER OF NET ASSETS AVAILALABLE FOR BENEFITS DUE TO PLAN MERGER
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0UFCW AND PARTICIPATING EMPLOYERS NE HEALTH FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-12-03
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0066069081
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt07978553
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)9
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WESTPORT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd006881
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: JEFF JONES
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: HE WILL BE A TRUSTEE ON THE NEW FUND
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt2LIABILITIES WERE TRANSFERRED ALONG WITH THE ASSETS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 6C:
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/ExplanationTxt4TRANSFER TO AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND -3,893,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/InvolvedAmt0203443
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
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/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt07641952
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt07641952
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt013497523
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02446716
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02446716
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05195236
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt019712

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$12,076,426
Expenses
$13,497,523
Net income
-$1,421,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$2.45$5.20$28.3$27.8$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$12.1$13.5$1.42
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