Civic Intelligence

United Food & Commercial Workers Unions & Employers Health & Welfare Fund

990 • Fiscal year 2025 • EIN 58-6041908

May 01, 2024 to Apr 30, 2025 • Filed on Mar 03, 2026

Organization ProfileN/A

View Organization Page

1740 Phoenix ParkwayAtlanta, GA 30349

(770) 997-9910

Siviq Scores

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

Liabilities / Assets

35th percentile

0.08x

Higher debt load relative to assets than 35% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.03x

Higher debt load relative to revenue than 13% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Source year 2025

Net Margin

55th percentile

9.8%

Higher net margin than 55% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$324,196

Higher top officer pay than 41% of similar nonprofits.

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

2025 filings • $100M-$250M nonprofits • Source year 2025

Asset Growth

96th percentile

47%

Faster asset growth than 96% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$72,174,364

Up $23,014,381 (+47%) from 2024

Net Assets

Up

$66,124,612

Up $20,773,704 (+46%) from 2024

Liabilities

Up

$6,049,752

Up $2,240,677 (+59%) from 2024

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin55th percentile

Revenue

Up

$210,347,302

Up $32,670,132 (+18%) from 2024

Expenses

Up

$189,779,389

Up $24,813,656 (+15%) from 2024

Net Income

Up

$20,567,913

Up $7,856,476 (+62%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$80M$60M$40M$20M$0Assets 2011: $41,662,102Liabilities 2011: $201,318Net Assets 2011: $41,460,7842011Assets 2012: $47,228,716Liabilities 2012: $222,999Net Assets 2012: $47,005,7172012Assets 2013: $49,621,796Liabilities 2013: $1,173,514Net Assets 2013: $48,448,2822013Assets 2014: $38,724,455Liabilities 2014: $231,205Net Assets 2014: $38,493,2502014Assets 2015: $33,002,641Liabilities 2015: $622,501Net Assets 2015: $32,380,1402015Assets 2016: $27,284,511Liabilities 2016: $336,744Net Assets 2016: $26,947,7672016Assets 2017: $29,626,465Liabilities 2017: $361,583Net Assets 2017: $29,264,8822017Assets 2018: $27,099,831Liabilities 2018: $337,582Net Assets 2018: $26,762,2492018Assets 2019: $18,653,997Liabilities 2019: $504,079Net Assets 2019: $18,149,9182019Assets 2020: $21,429,186Liabilities 2020: $42,058Net Assets 2020: $21,387,1282020Assets 2021: $33,826,412Liabilities 2021: $541,187Net Assets 2021: $33,285,2252021Assets 2022: $37,544,211Liabilities 2022: $386,778Net Assets 2022: $37,157,4332022Assets 2023: $43,019,694Liabilities 2023: $324,827Net Assets 2023: $42,694,8672023Assets 2024: $49,159,983Liabilities 2024: $3,809,075Net Assets 2024: $45,350,9082024Assets 2025: $72,174,364Liabilities 2025: $6,049,752Net Assets 2025: $66,124,6122025

Highlighted filing

2025

Assets$72,174,364
Liabilities$6,049,752
Net Assets$66,124,612
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$300M$200M$100M$0-$100MExpenses 2011: $66,637,8522011Expenses 2012: $70,610,8582012Expenses 2013: $73,835,1782013Revenue 2014: $71,771,096Expenses 2014: $81,753,528Net Income 2014: -$9,982,4322014Revenue 2015: $70,719,600Expenses 2015: $76,598,085Net Income 2015: -$5,878,4852015Revenue 2016: $73,534,974Expenses 2016: $78,967,347Net Income 2016: -$5,432,3732016Revenue 2017: $79,359,774Expenses 2017: $77,042,659Net Income 2017: $2,317,1152017Revenue 2018: $87,108,542Expenses 2018: $89,611,175Net Income 2018: -$2,502,6332018Revenue 2019: $93,603,034Expenses 2019: $102,215,365Net Income 2019: -$8,612,3312019Revenue 2020: $93,173,082Expenses 2020: $89,935,872Net Income 2020: $3,237,2102020Revenue 2021: $102,095,274Expenses 2021: $90,197,177Net Income 2021: $11,898,0972021Revenue 2022: $98,333,248Expenses 2022: $94,461,040Net Income 2022: $3,872,2082022Revenue 2023: $115,647,717Expenses 2023: $110,159,874Net Income 2023: $5,487,8432023Revenue 2024: $177,677,170Expenses 2024: $164,965,733Net Income 2024: $12,711,4372024Revenue 2025: $210,347,302Expenses 2025: $189,779,389Net Income 2025: $20,567,9132025

Highlighted filing

2025

Revenue$210,347,302
Expenses$189,779,389
Net Income$20,567,913
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 3, 2026
Return Version
2024v5.5
Gross Receipts
$213,231,332
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

To provide health & welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$45,350,908$66,124,612▲ $20,773,704
Savings and Temporary Cash Investments$13,258,538$37,888,617▲ $24,630,079
Investments in Publicly Traded Securities$13,563,090$14,359,298▲ $796,208
Accounts Receivable$7,051,511$10,402,149▲ $3,350,638
Cash and Non-Interest-Bearing Accounts$15,286,844$9,524,300▼ $5,762,544
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$49,159,983$72,174,364▲ $23,014,381
Liabilities
Accounts Payable and Accrued Expenses$3,809,075$6,049,752▲ $2,240,677
Total Liabilities$3,809,075$6,049,752▲ $2,240,677
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,350,908$66,124,612▲ $20,773,704
Total Liabilities and Net Assets / Fund Balance$49,159,983$72,174,364▲ $23,014,381
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Eric TaylorChairman
Karen HillAlternate Union Trustee
Henry TaylorEmployer Trustee
Lee KunselmanEmployer Trustee
Rebecca ClarkEmployer Trustee
Eric LomaxUnion Trustee
Maria DavenportUnion Trustee
W Brandon HopkinsUnion Trustee
Peggy PrescottSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross Blue ShieldPpo3075 VANDERCAR WAY, Cincinnati, OH 45209$6,196,222
Optumrx INCFeesPO BOX 888765, Los Angeles, CA 90088$306,824
Slevin & Hart PCLegal1625 MASSACHUSETS AVE NW STE 450, Washington, DC 20036$257,196
Bha Consulting LLCConsulting5400 LAUREL SPRINGS PKWY STE 1306, Suwanee, GA 30024$230,749
Reinhart Boerner Van Deuren ScLegal1000 N WATER ST SUITE 1700, Milwaukee, WI 53202$199,027
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$199,603,046
Investment Income
$1,427,715
Other Revenue
$9,316,541
Change in Net Assets
$20,567,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$210,313,140
Revenue Not Reported on Financial Statements
$34,162
Revenue Not Reported on Form 990
$205,791
Total Revenue per Audited Statements
$210,518,931
Total Revenue per Form 990
$210,347,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,008,146
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---$184,771,243
Fees for Services Other---$463,223
Fees for Services Legal---$389,287
Office Expenses---$278,530
Fees for Services Accounting---$131,000
Other Expenses---$56,801
Fees for Service Investment Mgmnt Fees---$34,162
Conferences and Meetings---$24,665
Insurance---$19,675
Total Functional Expenses$0$0$0$189,779,389

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$189,779,389
Expenses per Audited Statements$189,745,227
Total Expenses per Audited Statements$189,745,227
Expenses Not Reported on Financial Statements$34,162
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
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
No
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

“The form 990 is on file at the fund office to be reviewed by the board of trustees.”

Part VI, Section B, Lines 12 - 14

“Although the fund has no formal written policies on conflict of interest, whistleblowers and document retention, the fund is governed by erisa. Erisa contains prudence and prohibited transactions rules that, in practice, act as the fund's conflict of interest policy, record retention requirements that act as the fund's record retention policy, and co-fiduciary reporting obligations that act as a whistleblower policy for the fund.”

Form 990, Part VI, Section C, Line 19

“The fund is established and maintained pursuant to erisa. It operates in compliance with reporting requirements of its governing documents and financial information. No documents or financial information is available to the general public other than those financial statements required to be disclosed as part of governmental filings.”

Filing and Contact Details

Filer

Filer Name
United Food & Commerical Workers Unions
EIN
58-6041908
Phone
7709979910
Address
1740 PHOENIX PARKWAY, ATLANTA, GA 30349

Signing Officer

Name
Eric Taylor
Title
Chairman
Phone
7709979910
Signed
2026-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Taylor
Formed
1964
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan obtained its most recent determination letter on october 1, 1964, stating that the plan was in compliance with the applicable requirements under section 501(c)(9) of the internal revenue code (irc) and was, therefore, exempt from federal income taxes under the provisions of section 501(c)(9). The plan has been amended since receiving the determination letter. However, the plan administrator believes that the plan is currently designed and being operated in compliance with the applicable requirements of the irc. The plan has performed an evaluation of its tax positions and, as of april 30, 2025, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. As of april 30, 2025, the statute of limitations for tax years 2022 through 2024 remain open with the u.s. Federal jurisdiction in which the plan files tax returns.”

Raw XML AppendixShowing 400 of 508 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED ITS MOST RECENT DETERMINATION LETTER ON OCTOBER 1, 1964, STATING THAT THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(9). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS PERFORMED AN EVALUATION OF ITS TAX POSITIONS AND, AS OF APRIL 30, 2025, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AS OF APRIL 30, 2025, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2022 THROUGH 2024 REMAIN OPEN WITH THE U.S. FEDERAL JURISDICTION IN WHICH THE PLAN FILES TAX RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1137681
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ERIC LOMAX
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS ON FILE AT THE FUND OFFICE TO BE REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALTHOUGH THE FUND HAS NO FORMAL WRITTEN POLICIES ON CONFLICT OF INTEREST, WHISTLEBLOWERS AND DOCUMENT RETENTION, THE FUND IS GOVERNED BY ERISA. ERISA CONTAINS PRUDENCE AND PROHIBITED TRANSACTIONS RULES THAT, IN PRACTICE, ACT AS THE FUND'S CONFLICT OF INTEREST POLICY, RECORD RETENTION REQUIREMENTS THAT ACT AS THE FUND'S RECORD RETENTION POLICY, AND CO-FIDUCIARY REPORTING OBLIGATIONS THAT ACT AS A WHISTLEBLOWER POLICY FOR THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO ERISA. IT OPERATES IN COMPLIANCE WITH REPORTING REQUIREMENTS OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. NO DOCUMENTS OR FINANCIAL INFORMATION IS AVAILABLE TO THE GENERAL PUBLIC OTHER THAN THOSE FINANCIAL STATEMENTS REQUIRED TO BE DISCLOSED AS PART OF GOVERNMENTAL FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINES 12 - 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE KROGER CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SHENANDOAH FLEET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2SPARTA HEALTHCARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3HAC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4TITAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5PCSI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6HOSPITAL HOUSEKEEPING SYSTEMS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW LEGAL ASSISTANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UFCW LOCAL 1996
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UFCW BENEFITS ADMINISTRATION LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3THE BOARD OF TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581370485
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2770613772
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3586041908
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3GA

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,174,364
Liabilities
$6,049,752
Net assets
$66,124,612
Revenue
$210,347,302
Expenses
$189,779,389
Net income
$20,567,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$72.2$6.05$66.1$210$190$20.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.2$3.81$45.4$178$165$12.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.0$0.32$42.7$116$110$5.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$0.39$37.2$98.3$94.5$3.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$0.54$33.3$102$90.2$11.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.04$21.4$93.2$89.9$3.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.50$18.1$93.6$102$8.61
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$0.34$26.8$87.1$89.6$2.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.36$29.3$79.4$77.0$2.32
2016Detailed filing. Detailed filing data is available for this year.$27.3$0.34$26.9$73.5$79.0$5.43
2015Detailed filing. Detailed filing data is available for this year.$33.0$0.62$32.4$70.7$76.6$5.88
2014Detailed filing. Detailed filing data is available for this year.$38.7$0.23$38.5$71.8$81.8$9.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.6$1.17$48.4$73.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.2$0.22$47.0$70.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.7$0.20$41.5$66.6
Peer Organizations

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