2024-11-14T12:18:29-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-01-01 521036978 FOOD EMPLOYERS LABOR RELATIONS ASSOC& UNITED FOOD & COMMERCIAL WORKERS VEBA FD FOOD 4106836500 911 RIDGEBROOK ROAD SPARKS MD 211529459 M FEDERICI-UNIONJ PARADIS -EMPL TR TRUSTEE 4106836500 2024-11-06 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2024-11-14 X 2023 2024-10-15 13:58:12Z FELRA UFCW VEBA FUND 911 RIDGEBROOK ROAD SPARKS MD 211529459 236284325 0 X N/A X 1973 MD TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. 8 0 0 0 0 0 0 0 127788113 128918173 229671 237643 790761 62655 128808545 129218471 0 0 131534721 121395615 0 0 0 0 0 9832751 9996260 141367472 131391875 -12558927 -2173404 29922717 28575519 409308 1616636 29513409 26958883 X THE FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION AND UNITED FOOD AND COMMERCIAL WORKERS VEBA FUND IS A MULTIEMPLOYER, COLLECTIVELY-BARGAINED EMPLOYEE WELFARE BENEFIT TRUST, WHICH PROVIDES MEDICAL, HOSPITAL, ACCIDENT AND SICKNESS, PRESCRIPTION DRUG, DENTAL, VISION, SEVERANCE, LEGAL ASSISTANCE, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES COVERED UNDER THE FUND'S PLAN OF BENEFITS. 0 0 SERVED AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDED MEDICAL, HOSPITAL, ACCIDENT, AND SICKNESS, PRESCRIPTION DRUG, DENTAL, VISION, SEVERANCE, LEGAL ASSISTANCE, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3026 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASSOCIATED ADMINISTRATORS LLC 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 J PARADIS CHAIRMAN/EMPLOYER TRUSTEE 5.00 X 0 0 0 J CHORPENNING UNION TRUSTEE (L 27) 1.00 40.00 X 0 382610 32833 J NAZARIO UNION TRUSTEE (L27) 1.00 40.00 X 0 159441 32617 M FEDERICI SECRETARY/UNION TRUSTEE (L 2.00 40.00 X 0 225943 33869 M GOBLE EMPLOYER TRUSTEE 1.00 X 0 0 0 D DOSENBACH EMPLOYER TRUSTEE 1.00 X 0 0 0 A HANSON UNION TRUSTEE (L400) 1.00 40.00 X 0 126647 31547 0 894641 130866 0 0 1 0 ASSOCIATED ADMINISTRATORS 911 RIDGEBROOK ROAD SPARKS MD 21152 CONTRACT ADMINISTRATION 5454143 AKMAN & ASSOCIATES 1402 FRONT AVENUE LUTHERVILLE MD 21093 LEGAL BENEFITS 2869831 CAREFIRST BLUECROSS BLUESHIELD 1501 SOUTH CLINTON STREET BALTIMORE MD 21224 CLAIMS ADMINISTRATION 989712 CONIFER HEALTH SOLUTIONS 7624 WARREN PARKWAY FRISCO TX 75034 HEALTH MANAGEMENT 760795 SLEVIN & HART 1300 CONNECTICUT AVE NW SUITE 700 WASHINGTON DC 20036 LEGAL SERVICES 226227 5 EMPLOYER CONTRIBUTIONS 525100 125161474 125161474 PARTICIPANT CONTRIBUTIONS 525100 3756699 3756699 128918173 347730 347730 106955767 107065854 -110087 -110087 -110087 OTHER INCOME 900099 62655 62655 62655 129218471 128918173 0 300298 121395615 264821 112491 56422 3720295 218451 4172 69140 MEDICAL CLAIMS ADMIN. F 3853472 PRESCRIPTION ADMIN. FEE 1696996 131391875 9623545 3013465 1919511 4490182 16244452 19813108 58620 60286 2044739 1169301 31850 29177 29922717 28575519 402597 1607056 6711 9580 409308 1616636 X 0 0 0 0 29513409 26958883 29513409 26958883 29922717 28575519 -2173404 -381122 0 X X 0 0 0 0 X 126887631 158994 158994 126728637 56346 2433488 2489834 129218471 129112891 491433 491433 128621458 56346 2714071 2770417 131391875 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RETIREE ASSISTANCE PROGRAM (RAP) CONTRIBUTIONS 2,433,488. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN RAP EXPENSE 491,433. PART XII, LINE 4B - OTHER ADJUSTMENTS: RAP STIPEND PAYMENTS & EXPENSES 2,714,071. 0 0 0 J CHORPENNING UNION TRUSTEE (L 27) 0 382610 0 0 0 0 0 0 0 0 0 382610 0 0 M FEDERICI SECRETARY/UNION TRUSTEE (L 0 225943 0 0 0 0 0 0 0 0 0 225943 0 0 J NAZARIO UNION TRUSTEE (L27) 0 159441 0 0 0 0 0 0 0 0 0 159441 0 0 FORM 990, PART VI, SECTION A, LINE 7A WHEN A TRUSTEE VACANCY ARISES, THE UNITED FOOD AND COMMERCIAL WORKERS, INTERNATIONAL UNION, AFL-CIO, LOCALS 27 AND 400 HAVE THE POWER TO APPOINT UNION TRUSTEES FOR THE FUND, EMPLOYER TRUSTEE APPOINTMENTS ARE MADE BY THE FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED A DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO THE SUBMISSION OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTIONS 404 AND 406 AND THE FUND'S CONFLICT OF INTEREST POLICY IS SET FORTH IN ERISA SECTIONS 404 AND 406. THE BOARD OF TRUSTEES MONITORS AND ENFORCES THE FUND'S COMPLIANCE WITH ERISA, WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES AS REQUIRED BY ERISA. FORM 990, PART XII, LINE 2C: THE FUNDS' BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION & UFCW PENSION PLAN 911 RIDGEBROOK ROAD SPARKS MD 21152 526128473 PENSION FUND MD 401(A) N/A 0 MID ATLANTIC UFCW AND PARTICIPATING EMPLOYERS PENSION FUND 911 RIDGEBROOK ROAD SPARKS MD 21152 461000515 PENSION FUND MD 401(A) N/A 0 UFCW LOCAL 400 8400 CORPORATE DRIVE SUITE 200 LANDOVER MD 20785 530241580 LABOR UNION MD 501(C)(5) N/A 0 UFCW LOCAL 27 21 WEST ROAD TOWSON MD 21204 521265190 LABOR UNION MD 501(C)(5) N/A 0 SAFEWAY STORES INC CA 0 STOP & SHOP SUPERMARKETS (GIANT) CO MA 0 ASSOCIATED ADMINISTRATORS LLC MD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0