UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND (EIN 06-6069081)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349307400
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:43:17-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066069081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW AND PARTICIPATING EMPLOYERS NEW | BusinessNameLine1Txt |
| Business Name Line2 | ENGLAND HEALTH FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UFCW | BusinessNameControlTxt |
| Phone | 2032264751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5160 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068809917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD PETRONELLA | PersonNm |
| Person Title | UNION TRUSTEE | PersonTitleTxt |
| Phone | 2032264751 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | PETRONELLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONALD PETRONELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5160 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068809917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $140,136,958 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UFCWNEWENGLANDHEALTHFUND.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THIS TRUST SHALL BE TO PROVIDE SUCH HEALTH AND WELFARE BENEFITS AS MAY BE AUTHORIZED OR PERMITTED BY LAW, WHICH MAY INCLUDE BUT IS NOT LIMITED TO DEATH BENEFITS, MEDICAL, HOSPITAL, SURGICAL, DENTAL, VISION AND PRESCRIPTION DRUG BENEFITS, EDUCATION BENEFITS AND SAFETY AND HEALTH TRAINING TO QUALIFIED PARTICIPANTS AND BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS SPECIFIED IN THE PLAN OF BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $131,232,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,809,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,080,382 | PYInvestmentIncomeAmt |
| CY Investment Income | $183,597 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,277,814 | PYOtherRevenueAmt |
| CY Other Revenue | $8,551,068 | CYOtherRevenueAmt |
| PY Total Revenue | $142,590,701 | PYTotalRevenueAmt |
| CY Total Revenue | $119,544,052 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $147,324,008 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $135,344,900 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,097,195 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $803,339 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,004,015 | PYOtherExpensesAmt |
| CY Other Expenses | $4,980,661 | CYOtherExpensesAmt |
| PY Total Expenses | $150,425,218 | PYTotalExpensesAmt |
| CY Total Expenses | $141,128,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,834,517 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,584,848 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $128,548,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,915,649 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,362,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,938,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $116,186,055 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,977,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THIS TRUST SHALL BE TO PROVIDE SUCH HEALTH AND WELFARE BENEFITS AS MAY BE AUTHORIZED OR PERMITTED BY LAW, WHICH MAY INCLUDE BUT IS NOT LIMITED TO DEATH BENEFITS, MEDICAL, HOSPITAL, SURGICAL, DENTAL, VISION AND PRESCRIPTION DRUG BENEFITS, EDUCATION BENEFITS AND SAFETY AND HEALTH TRAINING TO QUALIFIED PARTICIPANTS AND BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS SPECIFIED IN THE PLAN OF BENEFITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA FEDUMENTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032264751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 290 POST ROAD WEST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068810470 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RONALD PETRONELLA | |||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $263,351 | $31,787 | |
| JASON PARADIS | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT DURNING | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB SPINELLA | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ESPINOSA | |||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $270,361 | $3,352 | |
| CHRISTA KRAMER | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FERNANDO LEMUS | |||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $171,932 | $28,651 | |
| TIM MELIA | |||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $206,932 | $32,260 | |
| SUSAN SANVILLE | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF JONES | |||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $112,731 | $14,655 | |
| BARBARA FEDUMENTI | |||||||
| PLAN EMPLOYEE | 40.00 | 0.00 | $143,015 | $0 | $13,895 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $143,015 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,025,307 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS INC | |||||
| 3075 VANDERCAR WAY | CINCINNATI | OH | 45209 | CLAIMS PROCESSING | $2,462,222 |
| UNION PRINTING INC | |||||
| 45 WESTBRIDGE DR | WATERBURY | CT | 06708 | DUPLICATING & MAILINGS | $301,208 |
| LIVONGO HEALTH INC | |||||
| 150 W EVELYN AVE 150 | MOUNTAIN VIEW | CA | 94041 | CLAIMS PROCESSING | $290,421 |
| THE SEGAL COMPANY | |||||
| 333 WEST 34TH STREET | NEW YORK | NY | 10001 | ACTUARY/CONSULTANT | $280,235 |
| NOVAK FRANCELLA LLC | |||||
| 40 MONUMENT RD 5TH FLOOR | BALA CYNWYD | PA | 19004 | ACCOUNTANT | $141,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $99,820,137 | $99,820,137 |
| PARTICIPANT AND RETUREE CONTRIBUT | 525100 | $10,989,250 | $10,989,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,809,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,366,617 | TotalRevenueColumnAmt |
| Exclusion | $2,366,617 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,409,886 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,592,906 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,183,020 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,183,020 | TotalRevenueColumnAmt |
| Exclusion | -$2,183,020 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PRESCRIPTION REBATES | 525100 | $7,939,135 | $7,939,135 | |
| CLAIMS SUBROGRATION RECOVERY | 525100 | $608,000 | $608,000 | |
| MISCELLANEOUS | 525100 | $3,933 | $3,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,551,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,544,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,356,522 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $187,530 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,344,900 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,826 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,600 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,349 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,564 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,884 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,423 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,696 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,298,876 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,224 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,543 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,994 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,148 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,245 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,775 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UFCW LOCAL 919 PENSION | $442,424 |
| CONNECTICUT PERSONAL PR | $1,429 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,128,900 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,162,976 | BOYAmt |
| EOY | $29,199,218 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,916,762 | BOYAmt |
| EOY | $4,468,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $211,976 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,933 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,162 | BOYAmt |
| EOY | $16,043 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,181,903 | BOYAmt |
| EOY | $57,870,080 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,271,910 | BOYAmt |
| EOY | $11,361,726 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,548,713 | BOYAmt |
| EOY | $102,915,649 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,906 | BOYAmt |
| EOY | $306,285 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $325,396 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,177,752 | BOYAmt |
| EOY | $12,306,411 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,362,658 | BOYAmt |
| EOY | $12,938,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,186,055 | BOYAmt |
| EOY | $89,977,557 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,186,055 | BOYAmt |
| EOY | $89,977,557 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,548,713 | BOYAmt |
| EOY | $102,915,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,584,848 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,764,770 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,141,120 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $194,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $178,659 | DepreciationAmt |
| Book Value | $16,043 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,274 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,043 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| WHOLLY-OWNED SUBSIDIARY - REAL ESTATE PROPERTY | $8,651,318 | C |
| REAL ESTATE INVESTMENT FUND - PARTNERSHIP | $2,610,408 | C |
| OTHER FOREIGN BONDS | $100,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,361,726 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSIT FROM STOP AND SHOP | $200,000 |
| BENEFIT OBLIGATION | $12,106,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,306,411 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $112,713,586 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,764,770 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$6,764,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $119,478,356 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,696 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $65,696 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $119,544,052 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $140,934,545 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $140,934,545 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,696 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $128,659 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $194,355 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $141,128,900 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND 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. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGES IN BENEFIT OBLIGATIONS 128,659. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD PETRONELLA | ||||||||||||||
| UNION TRUSTEE | $0 | $263,351 | $0 | $0 | $0 | $0 | $0 | $15,631 | $0 | $16,156 | $0 | $295,138 | $0 | $0 |
| MARK ESPINOSA | ||||||||||||||
| UNION TRUSTEE | $0 | $270,361 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,352 | $0 | $273,713 | $0 | $0 |
| TIM MELIA | ||||||||||||||
| UNION TRUSTEE | $0 | $193,233 | $0 | $0 | $0 | $13,699 | $0 | $13,842 | $0 | $18,418 | $0 | $239,192 | $0 | $0 |
| FERNANDO LEMUS | ||||||||||||||
| UNION TRUSTEE | $0 | $171,932 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,651 | $0 | $200,583 | $0 | $0 |
| BARBARA FEDUMENTI | ||||||||||||||
| PLAN EMPLOYEE | $143,015 | $0 | $0 | $0 | $0 | $0 | $3,159 | $0 | $10,736 | $0 | $156,910 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT STATES HE/SHEE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DUCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS TO THE UFCW AND PART. EMPLOYERS NEW ENGLAND HEALTH FUND 2,141,120. |
| FORM 990, PART XII, LINE 2C: | BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDDENT ACCOUNT. NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| 290 POST ROAD WEST CORP | ||||||||
| 290 POST ROAD PO BOX 470 | WESTPORT | CT | 068810470 | 061318049 | TITLE HOLDING CORP | CT | 501(C)(2) | 0 |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 371 | ||||||||
| 290 POST ROAD PO BOX 470 | WESTPORT | CT | 068810470 | 060605499 | LABOR ORGANZIATION | CT | 501(C)(5) | 0 |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 328 | ||||||||
| 278 SILVER SPRING STREET | PROVIDENCE | RI | 02904 | 050227658 | LABOR ORGANZIATION | RI | 501(C)(5) | 0 |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 1445 | ||||||||
| 30 STERGIS WAY | DEDHAM | MA | 02026 | 041768085 | LABOR ORGANZIATION | MA | 501(C)(5) | 0 |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 1459 | ||||||||
| 33 EASTLAND STREET | SPRINGFIELD | MA | 01109 | 042220774 | LABOR ORGANZIATION | MA | 501(C)(5) | 0 |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 919 | ||||||||
| 6 HYDE ROAD | FARMINGTON | CT | 06032 | 060721822 | LABOR ORGANZIATION | CT | 501(C)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (32 entries)
| ACME ALBERTSON'S SAFEWAY |
| BAKER COMMODITIES INC |
| BCBL BOGNER'S OF MANCHESTER |
| BOGOPA |
| CARL'S BONED CHICKEN |
| CHARTWELLSNORTON |
| CHARTWELLSSACRED HEART |
| CHARTWELLSSEEKONK |
| CITY PACKING COMPANY INC |
| DURHAM SCHOOL SERVICES |
| FIRST TRANSIT |
| FORZA GROUP |
| GORTONS |
| HARBORSIDE WILLOWS HEALTH CARE |
| HARTFORD PROVISION BRISTOL |
| HOT TOPS |
| KINGS SUPER MARKET |
| MANCHESTER PACKING |
| OCEAN STATE CULTIVATORS |
| PHOENIX MANAGEMENT INC |
| SPRINGFIELD AREA TRANSIT |
| SPORTS SERVICE DD |
| SR GARAFOLOMILFORD |
| SR JOSEPH |
| STAMFORD PLAZA & HOTEL |
| STOP & SHOP |
| STUDENT TRANSPORTATION OF AMERICA |
| UMASS DARTMOUTH |
| TRIAD LOGISTICS |
| WATERBURY EXTAPPLE HEALTH |
| WHITNEY MANOR |
| WORK OPPORTUNITY CENTER INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 290 POST ROAD WEST CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $262,694 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |