Civic Intelligence

Ufcw Comprehensive Benefits Trust

990 • Fiscal year 2020 • EIN 82-2616834

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 06, 2021

Organization ProfileN/A

View Organization Page

1000 Burnett Ave Suite 110 No 20Concord, CA 94520-2000

(925) 746-7530

Siviq Scores

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

Liabilities / Assets

91st percentile

0.46x

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

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

Liabilities / Revenue

75th percentile

0.19x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

98th percentile

84%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

97th percentile

111%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$11,878,341

Up $5,413,655 (+84%) from 2019

Net Assets

Up

$6,379,950

Up $3,101,892 (+95%) from 2019

Liabilities

Up

$5,498,391

Up $2,311,763 (+73%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin58th percentile

Revenue

Up

$28,936,412

Up $15,198,684 (+111%) from 2019

Expenses

Up

$25,832,220

Up $12,072,557 (+88%) from 2019

Net Income

Up

$3,104,192

Up $3,126,127 (+14252%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$30M$20M$10M$0Assets 2018: $5,560,088Liabilities 2018: $2,260,095Net Assets 2018: $3,299,9932018Assets 2019: $6,464,686Liabilities 2019: $3,186,628Net Assets 2019: $3,278,0582019Assets 2020: $11,878,341Liabilities 2020: $5,498,391Net Assets 2020: $6,379,9502020Assets 2021: $12,829,384Liabilities 2021: $7,572,508Net Assets 2021: $5,256,8762021Assets 2022: $14,765,781Liabilities 2022: $7,590,235Net Assets 2022: $7,175,5462022Assets 2023: $22,138,143Liabilities 2023: $9,807,472Net Assets 2023: $12,330,6712023Assets 2024: $19,859,659Liabilities 2024: $7,326,147Net Assets 2024: $12,533,5122024

Highlighted filing

2020

Assets$11,878,341
Liabilities$5,498,391
Net Assets$6,379,950
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2018: $15,556,830Expenses 2018: $12,256,837Net Income 2018: $3,299,9932018Revenue 2019: $13,737,728Expenses 2019: $13,759,663Net Income 2019: -$21,9352019Revenue 2020: $28,936,412Expenses 2020: $25,832,220Net Income 2020: $3,104,1922020Revenue 2021: $28,579,984Expenses 2021: $29,703,058Net Income 2021: -$1,123,0742021Revenue 2022: $27,918,492Expenses 2022: $26,031,931Net Income 2022: $1,886,5612022Revenue 2023: $35,687,004Expenses 2023: $30,531,879Net Income 2023: $5,155,1252023Revenue 2024: $32,311,597Expenses 2024: $32,108,756Net Income 2024: $202,8412024

Highlighted filing

2020

Revenue$28,936,412
Expenses$25,832,220
Net Income$3,104,192
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 6, 2021
Return Version
2020v4.1
Gross Receipts
$28,936,412
Mission and Program Overview

Mission

NONE

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,726,643$6,941,174▲ $4,214,531
Rtn Earn Endowment Incm Other Fnds$3,278,058$6,379,950▲ $3,101,892
Accounts Receivable$1,449,103$2,334,448▲ $885,345
Savings and Temporary Cash Investments$2,022,252$2,032,155▲ $9,903
Prepaid Expenses and Deferred Charges$2,056$152▼ $1,904
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,464,686$11,878,341▲ $5,413,655
Other Assets Total$264,632$570,412▲ $305,780
Liabilities
Other Liabilities$3,186,298$5,472,373▲ $2,286,075
Accounts Payable and Accrued Expenses$330$26,018▲ $25,688
Total Liabilities$3,186,628$5,498,391▲ $2,311,763
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,278,058$6,379,950▲ $3,101,892
Total Liabilities and Net Assets / Fund Balance$6,464,686$11,878,341▲ $5,413,655
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jacques S LoveallChairman
Doreen DorraughTrustee
John HeiseTrustee
Kirk L VogtTrustee
Kevin SearsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Ufcw Group Administration LLCContract Administrator1000 BURNETT AVE 110, Concord, CA 94520$717,444
Blue Shield Of CaliforniaHealthcare Administration3401 N CENTRE LAKE DR 400, Ontario, CA 91761$365,527
Seyfarth & ShawLegal Services601 SOUTH FIGUEROA STREET, Los Angeles, CA 90017$114,713
Segal CompanyHuman Resources Consulting10880 WILSHIRE BLVD, Los Angeles, CA 90024$108,293
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,912,006
Investment Income
$24,406
Other Revenue
$0
Change in Net Assets
$3,104,192

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,931,687
Revenue Not Reported on Financial Statements
$4,725
Revenue Not Reported on Form 990
$-2,300
Total Revenue per Audited Statements
$28,929,387
Total Revenue per Form 990
$28,936,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,743,030
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---$24,089,190
Fees for Services Management---$717,444
Fees for Services Other---$180,524
Fees for Services Legal---$159,979
Office Expenses---$78,236
Fees for Services Accounting---$58,370
Other Expenses---$21,742
Insurance---$11,606
Fees for Service Investment Mgmnt Fees---$4,725
Conferences and Meetings---$1,489
Total Functional Expenses$0$0$0$25,832,220

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$25,832,220
Expenses per Audited Statements$23,911,163
Total Expenses per Audited Statements$23,911,163
Expenses Not Reported on Financial Statements$1,921,057
Other Expense Adjustments$1,916,332
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
Self-funded Benefit Claims Payable$2,297,989
Claims Incurred But Not Reported$1,482,376
Group Insurance Premiums Payable$1,084,440
Due to Others$331,156
Sick Leave Payable$237,825
Due to LLC$38,587
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates control of management duties customarily performed by or under the direct supervision of the officers, directors, trustees, or key employees to the contract administrator, ufcw group administration llc.”

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

“The board votes to give authority to chair and secretary to review initially to submission, with the board reviewing afterwards.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public, upon request.”

Form 990 Part VII Section A Column E and F

“Trustees of the trust are employees of contributing employers that are considered related organizations under the definitions in schedule r. The trust is unable to report compensation and benefits paid to the trustees by related organizations as it was unable to obtain the information after making reasonable efforts. The trust requested the compensation information from the trustee(s) by providing a questionnaire requesting the required information along with instructions to explain the information needed. The questionnaires for the trustees were not received back prior to filing the tax return.”

Filing and Contact Details

Filer

Filer Name
Ufcw Comprehensive Benefits Trust
EIN
82-2616834
Phone
9257467530
Address
1000 BURNETT AVE SUITE 110 NO 20, CONCORD, CA 94520-2000

Signing Officer

Name
Jacques S Loveall
Title
Chairman
Phone
9257467530
Signed
2021-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacques S Loveall
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
468
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for overseeing the audit of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in net benefit obligations 1,916,332.”

Raw XML AppendixShowing 400 of 402 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/OtherLiabilitiesOrgGrp/Amt21482376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3331156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt438587
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5237825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SICK LEAVE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-2300
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04725
IRS990ScheduleD/RevenueSubtotalAmt028931687
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN NET BENEFIT OBLIGATIONS 1,916,332.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt025832220
IRS990ScheduleD/TotalLiabilityAmt05472373
IRS990ScheduleD/TotalRevenuePerForm990Amt028936412
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028929387
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023911163
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF THE OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UFCW GROUP ADMINISTRATION LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD VOTES TO GIVE AUTHORITY TO CHAIR AND SECRETARY TO REVIEW INITIALLY TO SUBMISSION, WITH THE BOARD REVIEWING AFTERWARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE TRUST IS UNABLE TO REPORT COMPENSATION AND BENEFITS PAID TO THE TRUSTEES BY RELATED ORGANIZATIONS AS IT WAS UNABLE TO OBTAIN THE INFORMATION AFTER MAKING REASONABLE EFFORTS. THE TRUST REQUESTED THE COMPENSATION INFORMATION FROM THE TRUSTEE(S) BY PROVIDING A QUESTIONNAIRE REQUESTING THE REQUIRED INFORMATION ALONG WITH INSTRUCTIONS TO EXPLAIN THE INFORMATION NEEDED. THE QUESTIONNAIRES FOR THE TRUSTEES WERE NOT RECEIVED BACK PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VII SECTION A COLUMN E AND F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0KROGER INC - UCBT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SAVE MART SUPERMARKETS INC - UCBT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW COMPREHENSIVE BENEFITS TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0822616834
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 BURNETT AVE SUITE 110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094520
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0600777
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt19470
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2816723
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UFCW EMPLOYER BENEFIT TRUSTS OF NORTHERN CALIFORNIA GROUP ADMINISTRATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1LOCAL UNIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2UCBT RETIREE HEALTH PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06464686
IRS990/TotalAssetsEOYAmt011878341
IRS990/TotalAssetsGrp/BOYAmt06464686
IRS990/TotalAssetsGrp/EOYAmt011878341
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0468
IRS990/TotalFunctionalExpensesGrp/TotalAmt025832220
IRS990/TotalGrossUBIAmt024406
IRS990/TotalLiabilitiesBOYAmt03186628
IRS990/TotalLiabilitiesEOYAmt05498391
IRS990/TotalLiabilitiesGrp/BOYAmt03186628
IRS990/TotalLiabilitiesGrp/EOYAmt05498391
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03278058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06379950
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt028912006
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028912006
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028936412
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt024406
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06464686
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011878341
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 BURNETT AVE SUITE 110 NO 200
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945202000
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUES S LOVEALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09257467530
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW COMPREHENSIVE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0822616834
ReturnHeader/Filer/PhoneNum09257467530
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 BURNETT AVE SUITE 110 NO 20
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945202000
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY
ReturnHeader/ReturnTs02021-11-10T11:17:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACQUES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOVEALL
ReturnHeader/TaxPeriodBeginDt02020-01-01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,878,341
Liabilities
$5,498,391
Net assets
$6,379,950
Revenue
$28,936,412
Expenses
$25,832,220
Net income
$3,104,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$7.33$12.5$32.3$32.1$0.20
2023Detailed filing. Detailed filing data is available for this year.$22.1$9.81$12.3$35.7$30.5$5.16
2022Detailed filing. Detailed filing data is available for this year.$14.8$7.59$7.18$27.9$26.0$1.89
2021Detailed filing. Detailed filing data is available for this year.$12.8$7.57$5.26$28.6$29.7$1.12
2020Detailed filing. Detailed filing data is available for this year.$11.9$5.50$6.38$28.9$25.8$3.10
2019Detailed filing. Detailed filing data is available for this year.$6.46$3.19$3.28$13.7$13.8$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.56$2.26$3.30$15.6$12.3$3.30