2023-09-15T10:41:44-05:00 2022-11-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT ROAD 5TH FLOOR BALA CYNWYD PA 19004 990 2021-12-01 237042767 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 1262 & EMPLOYERS HEALTH & WELFARE UNIT 9737785800 1389 BROAD ST CLIFTON NJ 07013 HARVEY WHILLE TRUSTEE 9737785800 2023-09-15 1 HARVEY WHILLE 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2023-08-29 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z HARVEY WHILLE 1389 BROAD ST CLIFTON NJ 07013 55575570 0 X WWW.UFCW1262.ORG X 1968 NJ TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 6 3 0 0 0 0 0 0 34228982 31765215 374445 251918 0 0 34603427 32017133 0 0 33217719 31584953 567306 523145 0 0 0 795976 942084 34581001 33050182 22426 -1033049 14928977 13287521 442342 733896 14486635 12553625 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 4 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 X ROBERT GEREMINO CONTROLLER 9737785800 1389 BROAD ST CLIFTON NJ 07013 HARVEY WHILLE UNION TRUSTEE - CHAIRMAN 0.50 40.00 X 0 406398 29260 ANN NICHOLS EMPLOYER TRUSTEE 0.50 X 0 0 0 GENE DEL ROSARIO EMPLOYER TRUSTEE 0.50 X 0 0 0 DONALD MERRITT UNION TRUSTEE 0.50 40.00 X 0 182842 29260 MICHELLE CASTELLANA EMPLOYER TRUSTEE 0.50 X 0 0 0 JAMES FEIMSTER UNION TRUSTEE 0.50 40.00 X 0 150867 29260 0 740107 87780 0 0 1 0 HORIZON HEALTHCARE SERVICES INC 3 PENN PLAZA EAST NEWARK NJ 07105 CLAIMS ADMINISTRATOR 1055095 FRANK VACCARO & ASSOCIATES INC 27 ROLAND AVE 200 MOUNT LAUREL NJ 08054 THIRD PARTY ADMINISTRATOR 168364 MURPHY ANDERSON PLLC 1401 K ST NW WASHINGTON DC 20005 ATTORNEY 115221 MORGAN LEWIS & BOCKIUS LLP 1701 MARKET STREET PHILADLEPHIA PA 19103 ATTORNEY 112329 EXPRESS SCRIPTS 100 PARSONS POND DR FRANKLIN LAKES NJ 07417 CLAIMS ADMINISTRATOR 101224 5 EMPLOYER CONTRIBUTIONS 900099 31041645 31041645 RETIREE CONTRIBUTIONS 900099 340855 340855 COBRA CONTRIBUTIONS 900099 201702 201702 LEGAL CONTRIBUTIONS 900099 181013 181013 31765215 377732 377732 23432623 23558437 -125814 -125814 -125814 32017133 31765215 0 251918 31584953 375257 25072 91327 31489 163448 227550 47000 37515 119594 120390 162368 26729 2030 1043 22922 FEES MANDATED BY THE AF 11495 33050182 67186 40834 459764 229091 2634006 1883459 14620 9710 64086 61360 875 2726 11014198 10467357 738328 654344 14928977 13287521 284719 252906 157623 480990 442342 733896 X 0 0 0 0 14486635 12553625 14486635 12553625 14928977 13287521 -1033049 -899961 0 X X 0 1 X 1 0 2528 2528 0 41344 38899 2445 20214 19933 281 2726 SERP LIABILITY 41054 DUE TO RELATED PARTIES 439936 480990 X 31079657 -899961 -899961 31979618 37515 37515 32017133 33012667 0 33012667 37515 37515 33050182 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 HARVEY WHILLE UNION TRUSTEE - CHAIRMAN 0 406398 0 0 0 0 0 9630 0 19630 0 435658 0 0 DONALD MERRITT UNION TRUSTEE 0 182842 0 0 0 0 0 9630 0 19630 0 212102 0 0 JAMES FEIMSTER UNION TRUSTEE 0 150867 0 0 0 0 0 9630 0 19630 0 180127 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE UFCW LOCAL 1262 AND EMPLOYERS HEALTH AND WELFARE FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT AND IS SUBMITTED AND REVIEWED WITH THE ADMINISTRATOR. THE ADMINISTRATOR THEN REVIEWS IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES FOR THEIR APPROVAL PRIOR TO FILING. A COPY OF THE FORM 990 IS AVAILABLE TO THE EXECUTIVE BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE VIEWED AT THE FUND OFFICE. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ANN NICHOLS - 1129 ROUTE 34 NORTH, ABERDEEN, NJ 07747. GENE DEL ROSARIO - 1129 ROUTE 34 NORTH, ABERDEEN, NJ 07747. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. UFCW LOCAL 1262 & EMPLOYERS PENSION FUND 1389 BROAD STREET CLIFTON NJ 07013 226074414 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIES NJ 501(A) 0 UFCW LOCAL 1262 & EMPLOYERS LEGAL SERVICES FUND 1389 BROAD STREET CLIFTON NJ 07013 222238707 TO PROVIDE LEGAL BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 UFCW LOCAL 1262 & EMPLOYERS WELFARE FUND 1389 BROAD STREET CLIFTON NJ 07013 226137317 TO PROVIDE HEALTH, MEDICAL & OTHER BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 UFCW LOCAL 1262 1389 BROAD STREET CLIFTON NJ 07013 221339607 REPRESENTS MEMBERS IN COLLECTIVE BARGAINING MATTERS WITH EMPLOYERS NJ 501(C)(5) 0 UFCW LOCAL 1262 & EMPLOYERS RETAIL NON-FOOD PENSION FUND 1389 BROAD STREET CLIFTON NJ 07013 226181292 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIES NJ 501(A) 0 UFCW LOCAL 1262 PATHMARK HEALTH & WELFARE FUND 1389 BROAD STREET CLIFTON NJ 07013 371664252 TO PROVIDE HEALTH, MEDICAL & OTHER BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 UFCW LOCAL 1262 & EMPLOYERS HEALTH FUND 1389 BROAD STREET CLIFTON NJ 07013 463496310 TO PROVIDE HEALTH, MEDICAL & OTHER BENEFITS TO ELIGIBLE MEMBERS NJ 501(C)(9) 0 STOP AND SHOP NJ TOPS MARKETS NY MORTAN WILLIAMS NY 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 UFCW LOCAL 1262 & EMPLOYERS PENSION FUND O 406746 FMV UFCW LOCAL 1262 & EMPLOYERS PENSION FUND P 393559 FMV UFCW LOCAL 1262 K 26729 FMV UFCW LOCAL 1262 O 21143 FMV UFCW LOCAL 1262 P 159368 FMV