Civic Intelligence

United Food and Commercial Workers And

EIN 23-7244353 • 501(c)9 • Phoenix, AZ

View Organization Page

2550 W Union Hills Dr Ste 290Phoenix, AZ 85027

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.37x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.51x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

6th percentile

-37%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

78th percentile

$316,124

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

7th percentile

-24%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$178,665,378

Down $29,525,118 (-14%) from 2023

Liabilities

Up

$65,929,093

Up $11,888,889 (+22%) from 2023

Net Assets

Down

$112,736,285

Down $41,414,007 (-27%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin6th percentile

Revenue

Down

$130,445,358

Down $42,050,959 (-24%) from 2023

Expenses

Up

$178,138,993

Up $20,756,531 (+13%) from 2023

Net Income

Down

-$47,693,635

Down $62,807,490 (-416%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300M$200M$100M$0-$100MAssets 2010: $38,778,590Liabilities 2010: $35,749,053Net Assets 2010: $3,029,5372010Assets 2011: $33,935,264Liabilities 2011: $39,700,791Net Assets 2011: -$5,765,5272011Assets 2012: $27,243,854Liabilities 2012: $39,995,082Net Assets 2012: -$12,751,2282012Assets 2013: $33,753,930Liabilities 2013: $43,309,919Net Assets 2013: -$9,555,9892013Assets 2014: $38,771,548Liabilities 2014: $43,777,209Net Assets 2014: -$5,005,6612014Assets 2015: $51,335,120Liabilities 2015: $57,025,417Net Assets 2015: -$5,690,2972015Assets 2016: $51,614,334Liabilities 2016: $63,217,072Net Assets 2016: -$11,602,7382016Assets 2017: $74,128,835Liabilities 2017: $60,859,503Net Assets 2017: $13,269,3322017Assets 2018: $97,360,031Liabilities 2018: $54,016,615Net Assets 2018: $43,343,4162018Assets 2019: $139,601,376Liabilities 2019: $54,811,887Net Assets 2019: $84,789,4892019Assets 2020: $193,114,410Liabilities 2020: $51,124,675Net Assets 2020: $141,989,7352020Assets 2021: $142,595,036Liabilities 2021: $50,896,093Net Assets 2021: $91,698,9432021Assets 2022: $183,210,848Liabilities 2022: $50,391,642Net Assets 2022: $132,819,2062022Assets 2023: $208,190,496Liabilities 2023: $54,040,204Net Assets 2023: $154,150,2922023Assets 2024: $178,665,378Liabilities 2024: $65,929,093Net Assets 2024: $112,736,2852024

Highlighted filing

2024

Assets$178,665,378
Liabilities$65,929,093
Net Assets$112,736,285
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $125,607,2392010Expenses 2011: $141,527,1302011Expenses 2012: $142,888,5702012Revenue 2013: $137,185,344Expenses 2013: $133,635,205Net Income 2013: $3,550,1392013Revenue 2014: $136,071,510Expenses 2014: $131,388,269Net Income 2014: $4,683,2412014Revenue 2015: $150,219,143Expenses 2015: $155,874,870Net Income 2015: -$5,655,7272015Revenue 2016: $165,083,036Expenses 2016: $172,037,676Net Income 2016: -$6,954,6402016Revenue 2017: $183,238,267Expenses 2017: $158,599,114Net Income 2017: $24,639,1532017Revenue 2018: $190,692,893Expenses 2018: $159,948,975Net Income 2018: $30,743,9182018Revenue 2019: $197,372,087Expenses 2019: $156,723,154Net Income 2019: $40,648,9332019Revenue 2020: $214,292,498Expenses 2020: $159,136,162Net Income 2020: $55,156,3362020Revenue 2021: $114,391,174Expenses 2021: $162,839,528Net Income 2021: -$48,448,3542021Revenue 2022: $199,517,838Expenses 2022: $155,906,263Net Income 2022: $43,611,5752022Revenue 2023: $172,496,317Expenses 2023: $157,382,462Net Income 2023: $15,113,8552023Revenue 2024: $130,445,358Expenses 2024: $178,138,993Net Income 2024: -$47,693,6352024

Highlighted filing

2024

Revenue$130,445,358
Expenses$178,138,993
Net Income-$47,693,635
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$178,665,378
Liabilities
$65,929,093
Net assets
$112,736,285
Revenue
$130,445,358
Expenses
$178,138,993
Net income
-$47,693,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$65.9$113$130$178$47.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$208$54.0$154$172$157$15.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$183$50.4$133$200$156$43.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$50.9$91.7$114$163$48.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$193$51.1$142$214$159$55.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$54.8$84.8$197$157$40.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.4$54.0$43.3$191$160$30.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.1$60.9$13.3$183$159$24.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$63.2$11.6$165$172$6.95
2015Detailed filing. Detailed filing data is available for this year.$51.3$57.0$5.69$150$156$5.66
2014Detailed filing. Detailed filing data is available for this year.$38.8$43.8$5.01$136$131$4.68
2013Detailed filing. Detailed filing data is available for this year.$33.8$43.3$9.56$137$134$3.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$40.0$12.8$143
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$39.7$5.77$142
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$35.7$3.03$126
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$205,496,166
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$91,698,943$132,819,206▲ $41,120,263
Investments Other Securities$71,144,721$96,113,578▲ $24,968,857
Investments in Publicly Traded Securities$22,853,783$30,487,395▲ $7,633,612
Accounts Receivable$20,375,547$27,085,315▲ $6,709,768
Cash and Non-Interest-Bearing Accounts$25,855,598$24,025,132▼ $1,830,466
Savings and Temporary Cash Investments$1,963,465$5,499,428▲ $3,535,963
Prepaid Expenses and Deferred Charges$401,922$0▼ $401,922
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$142,595,036$183,210,848▲ $40,615,812
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$49,811,078$49,787,945▼ $23,133
Accounts Payable and Accrued Expenses$1,085,015$603,697▼ $481,318
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$50,896,093$50,391,642▼ $504,451
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,698,943$132,819,206▲ $41,120,263
Total Liabilities and Net Assets / Fund Balance$142,595,036$183,210,848▲ $40,615,812

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$33,124,059--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleOtherTotal
Kaitlyn PiazzaUnion Trustee$136,990$136,990
Frederick CarterUnion Trustee - Past$133,272$133,272

Board Members and Trustees

NameTitle
Andy LukesEmployer Trustee
Ian AdamsEmployer Trustee
Jacqueline JonesEmployer Trustee
Leroy WestmorelandEmployer Trustee
Autumn MitchellUnion Trustee
James MclaughlinUnion Trustee
Martin HernandezUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service Administrators InAdmin. Services2550 W UNION HILLS DR STE 290, Phoenix, AZ 85027$8,623,274
Blue Cross Blue Shield Of AzAdmin Support SvcsPO BOX 13466, Phoenix, AZ 85210$2,405,928
United HealthcareAdmin Support Svcs333 W VINE ST STE 500, Lexington, KY 40507$512,450
American Health GroupAdmin Support Svcs2152 S VINEYARD STE 103, Mesa, AZ 85210$482,962
National Investment Services INCInvestment Services777 e wisconsin ave STE 2350, Milwaukee, WI 53202$267,156
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$198,464,619
Investment Income
$1,003,353
Other Revenue
$49,866
Change in Net Assets
$43,611,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$199,517,838
Revenue Not Reported on Form 990
$-2,899,553
Total Revenue per Audited Statements
$196,618,285
Total Revenue per Form 990
$199,517,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,509,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$140,397,039
Fees for Services Management---$6,423,913
Fees for Services Other---$3,701,981
Office Expenses---$1,169,660
Fees for Service Investment Mgmnt Fees---$382,914
Fees for Services Legal---$232,232
Fees for Services Accounting---$170,000
Other Expenses---$72,643
Conferences and Meetings---$71,756
Insurance---$70,130
Travel---$3,190
Total Functional Expenses$0$0$0$155,906,263

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$155,906,263
Expenses per Audited Statements$155,498,022
Total Expenses per Audited Statements$155,498,022
Expenses Not Reported on Financial Statements$408,241
Other Expense Adjustments$408,241
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$49,186,900
Prg Forfeitures$379,417
Accrued Investment Purchases$221,628
Prepaid Deductible Account$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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“FORM 990 IS PRESENTED FOR REVIEW AND SIGNATURE AT the BOARD OF TRUSTEES MEETING.”

PART VI, LINES 15A AND 15B:

“The board of trustees do not receive compensation. The organization does not have other officers or "key employees", as defined.”

PART VI, LINE 19:

“GOVERNING DOCUMENTS - NO DOCUMENTS are AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS - AUDITED financial STATEMENTS ARE ONLY AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
United Food and Commercial Workers and
EIN
23-7244353
In Care Of
% BARBARA RAY SOUTHWEST SVC
Phone
6023240545
Address
2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027

Signing Officer

Name
Jaqueline Jones
Title
trustee
Phone
6023240545
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mclaughlin
Formed
1968
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Additional Explanations

Part I, line 1 and part III, lines 1 and 4A:

“The united food and commercial workers and employers arizona health and welfare trust is a multiemployer welfare benefit plan providing medical-hospital, dental, prescription, vision, disability, death and accidental death and dismemberment benefits to participants.”

Financial Statement Notes

PART X, LINE 2:

“NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF ARIZONA UNDER SECTION 43-1201, ARIZONA REVISED STATUTES. 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 if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D:

“Investment management fees offset with investment income on audited financial statements and reported on form 990, part ix, line 11f.”

PART XI, LINE 4B:

“Investment management fees offset with investment income on audited financial statements and reported on form 990, part ix, line 11f.”

Raw XML AppendixShowing 400 of 601 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/AccountsPayableAccrExpnssGrp/EOYAmt0603697
IRS990/AccountsReceivableGrp/BOYAmt020375547
IRS990/AccountsReceivableGrp/EOYAmt027085315
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum06023240545
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IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd085027
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IRS990/CashNonInterestBearingGrp/EOYAmt024025132
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt071756
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt08623274
IRS990/ContractorCompensationGrp/CompensationAmt12405928
IRS990/ContractorCompensationGrp/CompensationAmt2512450
IRS990/ContractorCompensationGrp/CompensationAmt3482962
IRS990/ContractorCompensationGrp/CompensationAmt4267156
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4777 e wisconsin ave STE 2350
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIX
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm0SOUTHWEST SERVICE ADMINISTRATORS IN
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1BLUE CROSS BLUE SHIELD OF AZ
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2UNITED HEALTHCARE
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3AMERICAN HEALTH GROUP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4NATIONAL INVESTMENT SERVICES INC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMIN. SERVICES
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IRS990/ContractorCompensationGrp/ServicesDesc2ADMIN SUPPORT SVCS
IRS990/ContractorCompensationGrp/ServicesDesc3ADMIN SUPPORT SVCS
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IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt049866
IRS990/CYProgramServiceRevenueAmt0198464619
IRS990/CYRevenuesLessExpensesAmt043611575
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0155906263
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0199517838
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0170000
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IRS990/FeesForServicesProfFundraising/TotalAmt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARTIN HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3KAITLYN PIAZZA
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IRS990/Form990PartVIISectionAGrp/PersonNm5JACQUELINE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6IAN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7LEROY WESTMORELAND
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IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE - PAST
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IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt096113578
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2103-12
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF ARIZONA UNDER SECTION 43-1201, ARIZONA REVISED STATUTES. 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 if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B:
IRS990ScheduleD/TotalBookValueSecuritiesAmt096113578

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