2024-10-17T02:08:42-00:00 2023-12-31 650292391 LaPadula Carlson Co 550 Biltmore Way Suite 1200 Coral Gables FL 33134 990 2023-01-01 020642001 UFCW Local 1000 Oklahoma Health and Welfare Fund UFCW 8008425899 2010 NW 150th Avenue APT 200 Pembroke Pines FL 33028 Richard Burris Chairman 8008425899 2024-10-17 true Sharon Carlson P00801942 3055299300 2024-10-17 2023 2024-10-15 13:58:12Z Richard Burris 2010 NW 150th Avenue Pembroke Pines FL 33028 31796239 false X X 2002 OK The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms a collective bargaining agreement between the employer and UFCW Local 1000 4 4 0 0 0 9900667 8978208 77242 215561 0 9977909 9193769 0 7947543 7430591 0 0 0 1311817 1500354 9259360 8930945 718549 262824 11757686 12402918 1721488 1648259 10036198 10754659 The Fund is benefit plan established to provide medical and health benefits to eligible participants and their dependents. false false 8930945 8930945 Medical and health benefits paid to or for eligible participants and related administrative expenses. 8930945 false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false X 4 4 false false false false false false false true true false false true true true true true true false false false X National Employee Benefits Administ 8008425899 2010 NW 150th Avenue Suite 200 Pembroke Pines FL 33028 X Ricky Burris Union Trustee 001.00 X 0 0 0 Al Friesen Employer Trustee 001.00 X 0 0 0 Paula Labian Employer Trustee 001.00 X 0 0 0 Jennifer Foley Union Trustee 001.00 X X 0 0 0 false false false Employer contributions 525100 8655778 Participant contributions 525100 322430 8978208 196793 22621238 22602470 18768 18768 9193769 0 0 0 7430591 7430591 0 0 0 0 0 0 1032025 1032025 13146 13146 69988 69988 0 15695 15695 190184 190184 0 69781 69781 0 0 0 0 0 7430 7430 0 0 0 16879 16879 CAA Compliance Fees 37753 37753 Video Communication Fee 750 750 Misc 46723 46723 0 8930945 8930945 1579841 1770681 265521 10465 1459910 1331489 8452414 9290283 11757686 12402918 82488 89259 1639000 1559000 1721488 1648259 X 10036198 10754659 10036198 10754659 11757686 12402918 262824 455637 X true X true X true false Financial derivatives and other financial products Closely-held equity interests Federal income taxes Claims payable and claims incurred but not reported 1495000 Hour bank credits 64000 1559000 X 9633711 455637 455637 9178074 15695 15695 9193769 8995250 80000 80000 8915250 15695 15695 8930945 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2023, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress. XII 2c Decrease in claims payabale and claims incurred but not reported. Form 990, Part VI, Section B, Line 11b The return is prepared by the Funds independent certified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature. Form 990, Part VI, Section B, Line 12c The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds complicance with ERISA with the assistance of the Funds professionals. Form 990, Part VI, Section C, Line 19 As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds Administrator and requesting a copy.