Civic Intelligence

Northern California Ufcw Wholesale

EIN 94-3218766 • 501(c)9 • Concord, CA

View Organization Page

Profile

To provide health and welfare benefits to eligible participants covered by collective bargaining agreements between the unions and the employers.

1000 Burnett Ave 200Concord, CA 94520

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 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.15x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

62nd percentile

6.6%

Higher net margin than 62% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$139,804

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

63rd percentile

10.0%

Faster asset growth than 63% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

2.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$5,891,046

Up $534,675 (+10.0%) from 2023

Liabilities

Up

$838,053

Up $71,401 (+9.3%) from 2023

Net Assets

Up

$5,052,993

Up $463,274 (+10%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin62nd percentile

Revenue

Up

$5,608,134

Up $138,916 (+2.5%) from 2023

Expenses

Up

$5,238,617

Up $142,370 (+2.8%) from 2023

Net Income

Down

$369,517

Down $3,454 (-0.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,895,630Liabilities 2011: $1,803,774Net Assets 2011: $5,091,8562011Assets 2012: $6,447,976Liabilities 2012: $1,629,883Net Assets 2012: $4,818,0932012Assets 2013: $5,649,522Liabilities 2013: $1,704,789Net Assets 2013: $3,944,7332013Assets 2014: $5,000,759Liabilities 2014: $1,581,630Net Assets 2014: $3,419,1292014Assets 2015: $4,769,193Liabilities 2015: $1,748,856Net Assets 2015: $3,020,3372015Assets 2016: $4,492,436Liabilities 2016: $1,586,389Net Assets 2016: $2,906,0472016Assets 2017: $4,105,014Liabilities 2017: $997,126Net Assets 2017: $3,107,8882017Assets 2018: $3,770,085Liabilities 2018: $851,738Net Assets 2018: $2,918,3472018Assets 2019: $4,381,480Liabilities 2019: $891,532Net Assets 2019: $3,489,9482019Assets 2020: $4,517,494Liabilities 2020: $798,293Net Assets 2020: $3,719,2012020Assets 2021: $4,884,454Liabilities 2021: $768,289Net Assets 2021: $4,116,1652021Assets 2022: $4,961,271Liabilities 2022: $742,808Net Assets 2022: $4,218,4632022Assets 2023: $5,356,371Liabilities 2023: $766,652Net Assets 2023: $4,589,7192023Assets 2024: $5,891,046Liabilities 2024: $838,053Net Assets 2024: $5,052,9932024

Highlighted filing

2024

Assets$5,891,046
Liabilities$838,053
Net Assets$5,052,993
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $8,681,213Expenses 2011: $8,765,608Net Income 2011: -$84,3952011Revenue 2012: $8,616,658Expenses 2012: $8,872,126Net Income 2012: -$255,4682012Revenue 2013: $8,675,375Expenses 2013: $9,446,737Net Income 2013: -$771,3622013Revenue 2014: $8,736,917Expenses 2014: $9,243,837Net Income 2014: -$506,9202014Revenue 2015: $9,325,029Expenses 2015: $9,655,503Net Income 2015: -$330,4742015Revenue 2016: $8,898,528Expenses 2016: $8,952,680Net Income 2016: -$54,1522016Revenue 2017: $7,842,750Expenses 2017: $7,686,427Net Income 2017: $156,3232017Revenue 2018: $6,313,692Expenses 2018: $6,444,030Net Income 2018: -$130,3382018Revenue 2019: $6,310,596Expenses 2019: $5,788,089Net Income 2019: $522,5072019Revenue 2020: $5,852,077Expenses 2020: $5,628,467Net Income 2020: $223,6102020Revenue 2021: $5,628,031Expenses 2021: $5,377,328Net Income 2021: $250,7032021Revenue 2022: $5,482,594Expenses 2022: $5,022,208Net Income 2022: $460,3862022Revenue 2023: $5,469,218Expenses 2023: $5,096,247Net Income 2023: $372,9712023Revenue 2024: $5,608,134Expenses 2024: $5,238,617Net Income 2024: $369,5172024

Highlighted filing

2024

Revenue$5,608,134
Expenses$5,238,617
Net Income$369,517
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,891,046
Liabilities
$838,053
Net assets
$5,052,993
Revenue
$5,608,134
Expenses
$5,238,617
Net income
$369,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.89$0.84$5.05$5.61$5.24$0.37
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.77$4.59$5.47$5.10$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.74$4.22$5.48$5.02$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.77$4.12$5.63$5.38$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.80$3.72$5.85$5.63$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.38$0.89$3.49$6.31$5.79$0.52
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.85$2.92$6.31$6.44$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.11$1.00$3.11$7.84$7.69$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.49$1.59$2.91$8.90$8.95$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.77$1.75$3.02$9.33$9.66$0.33
2014Summary only. Only limited summary data is available for this year.$5.00$1.58$3.42$8.74$9.24$0.51
2013Summary only. Only limited summary data is available for this year.$5.65$1.70$3.94$8.68$9.45$0.77
2012Summary only. Only limited summary data is available for this year.$6.45$1.63$4.82$8.62$8.87$0.26
2011Summary only. Only limited summary data is available for this year.$6.90$1.80$5.09$8.68$8.77$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$5,608,134
Mission and Program Overview

Mission

NONE

Health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,589,719$5,052,993▲ $463,274
Investments in Publicly Traded Securities$3,450,571$4,498,468▲ $1,047,897
Cash and Non-Interest-Bearing Accounts$1,400,793$900,816▼ $499,977
Accounts Receivable$431,690$412,026▼ $19,664
Savings and Temporary Cash Investments$53,490$62,630▲ $9,140
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,356,371$5,891,046▲ $534,675
Other Assets Total$19,827$17,106▼ $2,721
Liabilities
Other Liabilities$736,156$829,340▲ $93,184
Accounts Payable and Accrued Expenses$30,496$8,713▼ $21,783
Total Liabilities$766,652$838,053▲ $71,401
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,589,719$5,052,993▲ $463,274
Total Liabilities and Net Assets / Fund Balance$5,356,371$5,891,046▲ $534,675
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeOtherTotal
James CortezTrusteePT$139,804$139,804
Mike FursmanCo-chairPT$72,000$72,000
John BuenoTrusteePT$38,177$38,177

Board Members and Trustees

NameTitle
Rosemary MucklowChair
Jim BeardTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Totaltrust LLCContract Administrator1000 BURNETT AVENUE SUITE 110, Concord, CA 94520$158,697
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,402,376
Investment Income
$205,758
Other Revenue
$0
Change in Net Assets
$369,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,587,211
Revenue Not Reported on Financial Statements
$20,923
Revenue Not Reported on Form 990
$93,757
Total Revenue per Audited Statements
$5,680,968
Total Revenue per Form 990
$5,608,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$436,928
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---$4,801,689
Fees for Services Management---$158,697
Fees for Services Accounting---$95,399
Fees for Services Other---$55,220
Fees for Services Legal---$40,500
Travel---$25,081
Fees for Service Investment Mgmnt Fees---$20,923
Insurance---$18,325
All Other Expenses---$10,482
Office Expenses---$3,544
Other Expenses---$355
Total Functional Expenses$0$0$0$5,238,617

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,238,617
Expenses per Audited Statements$5,217,694
Total Expenses per Audited Statements$5,124,510
Expenses Not Reported on Financial Statements$20,923
Expenses Not Reported on Form 990$-93,184
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
Group Insurance Premiums Payable$800,840
Premiums Advanced by Retirees$26,150
Self-funded Benefit Claims Payable$2,350
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

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

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

“The organization board of trustees consists of 3 employer appointed trustees representing the individual employers and three union appointed trustees representing the employers. These trustees shall be appointed, removed or replaced by those employers and union.”

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

“There are no committees with authority to act on behalf of the board.”

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

“The trustees give authority to the chair and co-chair to review the form 990.”

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

“Discussed annually in board meetings.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, financial statements, and conflict of interest policy are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Northern California Ufcw Wholesale
EIN
94-3218766
Phone
8005522400
Address
1000 BURNETT AVE 200, CONCORD, CA 94520

Signing Officer

Name
Rick a Silva
Title
Trust Fund Administrator
Phone
9257467580
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick a Silva
Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
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:

“Accounting principles generally accepted in the united states of america requires plan 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 2D - OTHER ADJUSTMENTS:

“Change in net benefit obligations -93,184.”

Raw XML Appendix371 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030496
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08713
IRS990/AccountsReceivableGrp/BOYAmt0431690
IRS990/AccountsReceivableGrp/EOYAmt0412026
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AllOtherExpensesGrp/TotalAmt010482
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt04801689
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JESSE GLAVES
IRS990/BooksInCareOfDetail/PhoneNum09527467530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 BURNETT AVE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094520
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01400793
IRS990/CashNonInterestBearingGrp/EOYAmt0900816
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0158697
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01000 BURNETT AVENUE SUITE 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CONCORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094520
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TOTALTRUST LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04801689
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0205758
IRS990/CYOtherExpensesAmt0436928
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05402376
IRS990/CYRevenuesLessExpensesAmt0369517
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05238617
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05608134
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 272 ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt095399
IRS990/FeesForServicesLegalGrp/TotalAmt040500
IRS990/FeesForServicesManagementGrp/TotalAmt0158697
IRS990/FeesForServicesOtherGrp/TotalAmt055220
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020923
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt31541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt420030
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IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE FURSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BUENO
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES CORTEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt056506
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt056506
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt017106
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUB-OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc1VSP ADMIN FEE
IRS990/OtherExpensesGrp/Desc2COMMERCIAL BANKING
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IRS990/OtherExpensesGrp/TotalAmt13231
IRS990/OtherExpensesGrp/TotalAmt2355
IRS990/OtherLiabilitiesGrp/BOYAmt0736156
IRS990/OtherLiabilitiesGrp/EOYAmt0829340
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt098298
IRS990/PYOtherExpensesAmt0360125
IRS990/PYOtherRevenueAmt033
IRS990/PYProgramServiceRevenueAmt05370887
IRS990/PYRevenuesLessExpensesAmt0372971
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05096247
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05469218
IRS990/ReconcilationRevenueExpnssAmt0369517
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04589719
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05052993
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053490
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062630
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-93184
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020923
IRS990ScheduleD/ExpensesSubtotalAmt05217694
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020923
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020923
IRS990ScheduleD/NetUnrealizedGainsInvstAmt093757
IRS990ScheduleD/OtherExpensesIncludedAmt0-93184
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt126150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22350
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS ADVANCED BY RETIREES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt093757
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020923
IRS990ScheduleD/RevenueSubtotalAmt05587211
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES PLAN 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 NET BENEFIT OBLIGATIONS -93,184.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05238617
IRS990ScheduleD/TotalLiabilityAmt0829340
IRS990ScheduleD/TotalRevenuePerForm990Amt05608134
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05680968
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05124510
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, TOTALTRUST, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION BOARD OF TRUSTEES CONSISTS OF 3 EMPLOYER APPOINTED TRUSTEES REPRESENTING THE INDIVIDUAL EMPLOYERS AND THREE UNION APPOINTED TRUSTEES REPRESENTING THE EMPLOYERS. THESE TRUSTEES SHALL BE APPOINTED, REMOVED OR REPLACED BY THOSE EMPLOYERS AND UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES GIVE AUTHORITY TO THE CHAIR AND CO-CHAIR TO REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCUSSED ANNUALLY IN BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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 A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0A TARANTINO & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BAKER COMMODITIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2C AND M MEATS CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3MILAN SALAMI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4WOLFSON CASING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5UNITED COLD STORAGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6SWISS AMERICAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7DARLING INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW 8 GOLDEN STATE WHOLESALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UFCW 5 GOLDEN STATE WHOLESALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NORTH AMERICAN MEAT INSTITUTE
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05356371
IRS990/TotalAssetsEOYAmt05891046
IRS990/TotalAssetsGrp/BOYAmt05356371
IRS990/TotalAssetsGrp/EOYAmt05891046
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05238617
IRS990/TotalGrossUBIAmt0205758
IRS990/TotalLiabilitiesBOYAmt0766652
IRS990/TotalLiabilitiesEOYAmt0838053
IRS990/TotalLiabilitiesGrp/BOYAmt0766652
IRS990/TotalLiabilitiesGrp/EOYAmt0838053
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04589719
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05052993
IRS990/TotalOtherCompensationAmt021571
IRS990/TotalProgramServiceRevenueAmt05402376
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05402376
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05608134
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0205758
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05356371
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05891046
IRS990/TotReportableCompRltdOrgAmt0228410
IRS990/TravelGrp/TotalAmt025081
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 BURNETT AVE 200
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094520
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK A SILVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09257467580
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHERN CALIFORNIA UFCW WHOLESALE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0943218766
ReturnHeader/Filer/PhoneNum08005522400
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 BURNETT AVE 200
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 NICOLLET MALL STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554027033
ReturnHeader/PreparerPersonGrp/PhoneNum06122536500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM HUNWARDSEN CPA
ReturnHeader/ReturnTs02025-05-13T17:26:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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