Civic Intelligence

Ufcw Local 152 Health & Welfare Fund

EIN 21-0681336 • 501(c)9 • Mount Laurel, NJ

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Profile

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.

27 Roland Avenue Suite 100Mount Laurel, NJ 08054

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.14x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.10x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

60th percentile

8.5%

Higher net margin than 60% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$862,547

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

6.5%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$92,997,477

Up $15,415,242 (+20%) from 2023

Liabilities

Up

$13,281,414

Up $1,954,804 (+17%) from 2023

Net Assets

Up

$79,716,063

Up $13,460,438 (+20%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin60th percentile

Revenue

Up

$130,331,437

Up $7,974,584 (+6.5%) from 2023

Expenses

Up

$119,216,666

Up $7,853,329 (+7.1%) from 2023

Net Income

Up

$11,114,771

Up $121,255 (+1.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $33,216,911Liabilities 2010: $3,110,827Net Assets 2010: $30,106,0842010Assets 2011: $34,646,285Liabilities 2011: $4,212,745Net Assets 2011: $30,433,5402011Assets 2012: $23,392,081Liabilities 2012: $2,853,939Net Assets 2012: $20,538,1422012Assets 2013: $21,282,330Liabilities 2013: $4,026,562Net Assets 2013: $17,255,7682013Assets 2014: $19,061,606Liabilities 2014: $3,725,202Net Assets 2014: $15,336,4042014Assets 2015: $19,189,164Liabilities 2015: $3,925,405Net Assets 2015: $15,263,7592015Assets 2016: $27,414,176Liabilities 2016: $3,303,669Net Assets 2016: $24,110,5072016Assets 2017: $32,068,105Liabilities 2017: $2,398,499Net Assets 2017: $29,669,6062017Assets 2018: $34,561,567Liabilities 2018: $1,751,009Net Assets 2018: $32,810,5582018Assets 2019: $40,069,209Liabilities 2019: $899,124Net Assets 2019: $39,170,0852019Assets 2020: $49,682,517Liabilities 2020: $11,835,704Net Assets 2020: $37,846,8132020Assets 2021: $56,654,748Liabilities 2021: $13,495,726Net Assets 2021: $43,159,0222021Assets 2022: $63,448,584Liabilities 2022: $11,114,692Net Assets 2022: $52,333,8922022Assets 2023: $77,582,235Liabilities 2023: $11,326,610Net Assets 2023: $66,255,6252023Assets 2024: $92,997,477Liabilities 2024: $13,281,414Net Assets 2024: $79,716,0632024

Highlighted filing

2024

Assets$92,997,477
Liabilities$13,281,414
Net Assets$79,716,063
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $86,361,3062010Revenue 2011: $94,145,121Expenses 2011: $93,891,496Net Income 2011: $253,6252011Expenses 2012: $110,673,9492012Revenue 2013: $105,987,016Expenses 2013: $109,544,490Net Income 2013: -$3,557,4742013Revenue 2014: $107,509,332Expenses 2014: $109,677,825Net Income 2014: -$2,168,4932014Revenue 2015: $111,747,312Expenses 2015: $111,694,425Net Income 2015: $52,8872015Revenue 2016: $112,358,530Expenses 2016: $103,816,919Net Income 2016: $8,541,6112016Revenue 2017: $119,352,431Expenses 2017: $114,582,258Net Income 2017: $4,770,1732017Revenue 2018: $120,166,413Expenses 2018: $116,532,911Net Income 2018: $3,633,5022018Revenue 2019: $128,171,438Expenses 2019: $123,121,759Net Income 2019: $5,049,6792019Revenue 2020: $131,333,351Expenses 2020: $122,701,384Net Income 2020: $8,631,9672020Revenue 2021: $125,368,711Expenses 2021: $121,416,604Net Income 2021: $3,952,1072021Revenue 2022: $124,273,352Expenses 2022: $112,451,307Net Income 2022: $11,822,0452022Revenue 2023: $122,356,853Expenses 2023: $111,363,337Net Income 2023: $10,993,5162023Revenue 2024: $130,331,437Expenses 2024: $119,216,666Net Income 2024: $11,114,7712024

Highlighted filing

2024

Revenue$130,331,437
Expenses$119,216,666
Net Income$11,114,771
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,997,477
Liabilities
$13,281,414
Net assets
$79,716,063
Revenue
$130,331,437
Expenses
$119,216,666
Net income
$11,114,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$93.0$13.3$79.7$130$119$11.1
2023Detailed filing. Detailed filing data is available for this year.$77.6$11.3$66.3$122$111$11.0
2022Detailed filing. Detailed filing data is available for this year.$63.4$11.1$52.3$124$112$11.8
2021Detailed filing. Detailed filing data is available for this year.$56.7$13.5$43.2$125$121$3.95
2020Detailed filing. Detailed filing data is available for this year.$49.7$11.8$37.8$131$123$8.63
2019Detailed filing. Detailed filing data is available for this year.$40.1$0.90$39.2$128$123$5.05
2018Detailed filing. Detailed filing data is available for this year.$34.6$1.75$32.8$120$117$3.63
2017Detailed filing. Detailed filing data is available for this year.$32.1$2.40$29.7$119$115$4.77
2016Detailed filing. Detailed filing data is available for this year.$27.4$3.30$24.1$112$104$8.54
2015Detailed filing. Detailed filing data is available for this year.$19.2$3.93$15.3$112$112$0.05
2014Detailed filing. Detailed filing data is available for this year.$19.1$3.73$15.3$108$110$2.17
2013Detailed filing. Detailed filing data is available for this year.$21.3$4.03$17.3$106$110$3.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$2.85$20.5$111
2011Summary only. Only limited summary data is available for this year.$34.6$4.21$30.4$94.1$93.9$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$3.11$30.1$86.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$130,331,437
Mission and Program Overview

Mission

The organization is the trust for a multiemployer welfare benefit plan that covers eligible members of the ufcw local 152 & local 27 and their dependents, established pursuant to various collective bargaining agreements.

Provide health and welfare benefits for eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,255,625$79,716,063▲ $13,460,438
Investments in Publicly Traded Securities$37,312,507$43,400,257▲ $6,087,750
Savings and Temporary Cash Investments$30,550,123$40,249,292▲ $9,699,169
Accounts Receivable$2,871,723$3,737,521▲ $865,798
Land, Buildings, and Equipment, Net$0$139,231▲ $139,231
Prepaid Expenses and Deferred Charges$140,850$47,044▼ $93,806
Cash and Non-Interest-Bearing Accounts$43,944$20,980▼ $22,964
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$77,582,235$92,997,477▲ $15,415,242
Other Assets Total$6,663,088$5,403,152▼ $1,259,936
Liabilities
Other Liabilities$10,573,000$12,410,000▲ $1,837,000
Accounts Payable and Accrued Expenses$753,610$871,414▲ $117,804
Total Liabilities$11,326,610$13,281,414▲ $1,954,804
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,255,625$79,716,063▲ $13,460,438
Total Liabilities and Net Assets / Fund Balance$77,582,235$92,997,477▲ $15,415,242

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$139,231$3,570$142,801
Other Assets Org$144,021--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleBaseOtherTotal
Brian StringFormer Union Trustee$250,000$12,053$262,053

Board Members and Trustees

NameTitle
Daniel J Ross JrUnion Trustee/president
Alexander VoitovichEmployer Trustee
Joan WilliamsEmployer Trustee
Pat DurningEmployer Trustee
Dan DosenbachEmployer Trustee/secretary
Lisa SandersUnion Trustee
Nelson HillUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Tri-state Administrators INCPlan Administrator27 ROLAND AVENUE SUITE 100, Mount Laurel, NJ 08054$4,937,028
Horizon Blue Cross Blue ShieldAdministrator FeeTHREE PENN PLAZA EAST, Newark, NJ 07105$4,187,614
Express Scripts (esi)Administrator Fee21653 NETWORK PLACE, Chicago, IL 60673$1,454,452
United ConcordiaAdministrator FeePO BOX 69420, Harrisburg, PA 17106$228,284
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$126,846,430
Investment Income
$2,897,116
Other Revenue
$587,891
Change in Net Assets
$11,114,771

Audited Revenue Reconciliation

Revenue per Audited Statements
$130,317,581
Revenue Not Reported on Financial Statements
$13,856
Revenue Not Reported on Form 990
$2,345,667
Total Revenue per Audited Statements
$132,663,248
Total Revenue per Form 990
$130,331,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,243,269
Salaries, Compensation, and Employee Benefits$132,403
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$107,840,994
Fees for Services Other---$10,864,528
Current Officers, Directors, Trustees, and Key Employees---$125,000
Fees for Services Legal---$113,764
Office Expenses---$68,667
Insurance---$52,804
Fees for Services Accounting---$45,000
Fees for Service Investment Mgmnt Fees---$23,856
Conferences and Meetings---$17,240
Payroll Taxes---$7,403
Other Expenses---$7,015
Depreciation Depletion---$3,570
Total Functional Expenses$0$0$0$119,216,666

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$119,216,666
Expenses per Audited Statements$117,365,810
Total Expenses per Audited Statements$117,365,810
Expenses Not Reported on Financial Statements$1,850,856
Other Expense Adjustments$1,837,000
Expenses Not Reported on Form 990$0
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
Benefit Claims Payable$12,410,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Employer trustees are designated by a majority of current seated employer trustees. Union trustees are designated by the union.”

Form 990, Part VI, Section A, Line 8B

“The health and welfare fund does not have any other committee that may act on behalf of the governing body.”

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

“The form 990 is prepared by an independent certified public accounting firm, engaged by the board of trustees, in which a draft copy of the form 990 is routed to the board of trustees for review and comment prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The plan is maintained and administered in accordance with erisa sections 404 and 406 and the plans conflict of interest policy is described in erisa sections 404 and 406. The trustees monitor and enforce the funds compliance with erisa with the assistance of the funds professionals.”

Form 990, Part VI, Section B, Line 15

“The funds governing body retains the services of a third party administrative consultant who has the ultimate responsibility for implementing the decision of the organizations governing body, and the full governing body reviews and approves the funds agreement with the third party administrative consultants company.”

Form 990, Part VI, Section C, Line 18

“The form 990 is available upon request for a period of three years from the due date of the return.”

Form 990, Part VI, Section C, Line 19

“The organization does not generally make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Ufcw Local 152 Health & Welfare Fund
EIN
21-0681336
Phone
8567931598
Address
27 ROLAND AVENUE SUITE 100, MOUNT LAUREL, NJ 08054

Signing Officer

Name
Daniel Ross Jr
Title
Union Trustee/president
Phone
8567931598
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Ross Jr
Formed
1956
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Patrick M Trombetta CPA
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a board of trustees that assumes responsibility for the oversight of the audit and the election of independent accountants. The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan has received an exemption letter from the irs dated december 5, 2016, stating that the veba trust established under the plan was in compliance with the applicable requirements of the provisions of section 501(c)(9) of the irc. No federal or state income taxes have been recorded in 2023 for unrelated business taxable income. The plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust was tax-exempt as of the financial statement date. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit claims payable 1,837,000.”

Raw XML AppendixShowing 400 of 519 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0581581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1286293
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2164441
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0130331437
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt052804
IRS990/InvestmentIncomeGrp/ExclusionAmt02897116
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02897116
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt037312507
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043400257
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03570
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0139231
IRS990/LandBldgEquipCostOrOtherBssAmt0142801
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT COVERS ELIGIBLE MEMBERS AND THEIR DEPENDENTS, ESTABLISHED PURSUANT TO VARIOUS COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt066255625
IRS990/NetAssetsOrFundBalancesEOYAmt079716063
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02345667
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt068667
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06663088
IRS990/OtherAssetsTotalGrp/EOYAmt05403152
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt046825
IRS990/OtherExpensesGrp/TotalAmt17015
IRS990/OtherLiabilitiesGrp/BOYAmt010573000
IRS990/OtherLiabilitiesGrp/EOYAmt012410000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0COBRA
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0433308
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1154583
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0433308
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1154583
IRS990/OtherRevenueTotalAmt0587891
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt07403
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0140850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047044
IRS990/PrincipalOfficerNm0DANIEL ROSS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0126846430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0126846430
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0100629130
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01723661
IRS990/PYOtherExpensesAmt010734207
IRS990/PYOtherRevenueAmt0561473
IRS990/PYProgramServiceRevenueAmt0120071719
IRS990/PYRevenuesLessExpensesAmt010993516
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0111363337
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0122356853
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011114771
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066255625
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt079716063
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030550123
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040249292
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01850856
IRS990ScheduleD/ExpensesSubtotalAmt0117365810
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013856
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013856
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02345667
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02767892
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12438771
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt252468
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3144021
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REBATE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ADVANCE DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INTEREST & DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM AFFILIATE
IRS990ScheduleD/OtherExpensesNotIncludedAmt01837000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0139231
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03570
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0142801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012410000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt02345667
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013856
IRS990ScheduleD/RevenueSubtotalAmt0130317581
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 5, 2016, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT CLAIMS PAYABLE 1,837,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139231
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05403152
IRS990ScheduleD/TotalExpensesPerForm990Amt0119216666
IRS990ScheduleD/TotalLiabilityAmt012410000
IRS990ScheduleD/TotalRevenuePerForm990Amt0130331437
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0132663248
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0117365810
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0250000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0581581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1286293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2164441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt123646
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt222756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012053
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt210233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN STRING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL J ROSS JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LISA SANDERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0262053
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0600494
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1337283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2197430
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYER TRUSTEES ARE DESIGNATED BY A MAJORITY OF CURRENT SEATED EMPLOYER TRUSTEES. UNION TRUSTEES ARE DESIGNATED BY THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HEALTH AND WELFARE FUND DOES NOT HAVE ANY OTHER COMMITTEE THAT MAY ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, ENGAGED BY THE BOARD OF TRUSTEES, IN WHICH A DRAFT COPY OF THE FORM 990 IS ROUTED TO THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTIONS 404 AND 406 AND THE PLANS CONFLICT OF INTEREST POLICY IS DESCRIBED IN ERISA SECTIONS 404 AND 406. THE TRUSTEES MONITOR AND ENFORCE THE FUNDS COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE FUNDS PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUNDS GOVERNING BODY RETAINS THE SERVICES OF A THIRD PARTY ADMINISTRATIVE CONSULTANT WHO HAS THE ULTIMATE RESPONSIBILITY FOR IMPLEMENTING THE DECISION OF THE ORGANIZATIONS GOVERNING BODY, AND THE FULL GOVERNING BODY REVIEWS AND APPROVES THE FUNDS AGREEMENT WITH THE THIRD PARTY ADMINISTRATIVE CONSULTANTS COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS AVAILABLE UPON REQUEST FOR A PERIOD OF THREE YEARS FROM THE DUE DATE OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW LOCAL 152
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UFCW LOCAL 152 RETAIL MEAT PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UFCW LOCAL 27 AFLCIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UFCW LOCAL 152 SAVINGS PLAN

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