2023-11-15T23:48:22-06:00 2022-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-01-01 526044428 UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND % ASSOCIATED ADMINISTRATORS L UNIT 4106836500 8400 Corporate Drive Suite 430 LANDOVER MD 207852361 MARK FEDERICI TRUSTEE 4106836500 2023-11-14 true MARK FEDERICI 999009999 RICHARD RUVELSON P00234075 3012726000 3 2022 2023-04-26 12:10:37Z MARK FEDERICI 8400 CORPORATE DRIVE STE 430 LANDOVER MD 20785 15125507 false X n/a X 1961 MD established by the ufcw int'l union, ufcw local unions 27 & 400 and participating employers, to receive contributions & hold assets for a multiemployer employee benefit fund. 9 1 0 0 0 0 0 0 10331024 13909330 60424 13556 61212 26860 10452660 13949746 0 0 12944007 12774345 0 0 0 0 0 1201299 1327117 14145306 14101462 -3692646 -151716 4799903 4704636 269757 321850 4530146 4382786 THE TRUST WAS ESTABLISHED BY UNITED FOOD AND COMMERICAL WORKERS LOCAL UNIONS 27 AND 400 AND PARTICIPATING EMPLOYERS TO RECEIVE CONTRIBUTIONS AND HOLD THE ASSETS FOR A MULTIEMPLOYER, COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN. false false SERVED AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT FUND THAT PROVIDES MEDICAL, HOSPITAL, ACCIDENT AND SICKNESS, MENTAL HEALTH AND SUBSTANCE ABUSE, PRESCRIPTION DRUG, DENTAL, VISION, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND DEPENDENTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS AND PARTICIPATION AGREEMENTS. 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 true false false false false false false false false false false false true false false true 575 0 true 0 false false false false false false false false X 9 1 true false false false false true false true true false false true true true true true true false false false X ASSOCIATED ADMINISTRATORS L 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 X Jason Chorpenning Union Trustee 1.0 39.0 X 0 383189 31783 THOMAS HIPKINS UNION TRUSTEE 1.0 39.0 X 0 273216 31646 MARK FEDERICI UNION TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 210735 34947 MICHAEL WILSON UNION TRUSTEE (EFF 7/13/22) 1.0 39.0 X 0 147195 32922 YOLANDA ANWAR UNION TRUSTEE (THRU 7/13/22) 1.0 39.0 X 0 139103 31825 WILLIAM SEEHAFER EMPLOYER TRUSTEE/SECRETARY 1.0 39.0 X X 0 0 0 John S Ferrer Employer Trustee(Thru 12/1/22) 1.0 39.0 X 0 0 0 Valerie Marsh Employer Trustee 1.0 39.0 X 0 0 0 PEGGY LIN Employer Trustee 1.0 39.0 X 0 0 0 STEVEN LOEFFLER INDEPENDENT EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH M FIERGOLA EMPLOYER TRUSTEE (EFF 12/1/22) 1.0 39.0 X 0 0 0 0 1153438 163123 0 false true false ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK RD SPARKS MD 211529451 CLAIMS/CONTRACT FEES 412835 SLEVIN HART PC 1625 MASSACHUSETTS AVE NW WASHINGTON DC 20036 LEGAL SERVICES 325060 CONIFER VALUE-BASED CARE LLC 1596 WHITEHALL ROAD ANNAPOLIS MD 21401 MEDICAL MANAGEMENT 175157 BEACON HOME OPTIONS INC 24 MACKAY WAY ROSLYN NJ 11576 MEDICAL MANAGEMENT 156119 MORGAN LEWIS BOCKIUS LLP 1111 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 LEGAL SERVICES 122910 5 0 EMPLOYERS CONTRIBUTIONS 525100 13770908 13770908 PARTICIPANTS CONTRIBUTIONS 525100 138422 138422 13909330 72020 72020 0 0 0 0 0 1117297 1175761 -58464 -58464 -58464 0 0 0 0 0 0 0 0 0 EDUCATIONAL FUNDING 900099 22500 22500 MISCELLANEOUS INCOME 900099 4360 4360 26860 13949746 13909330 0 40416 0 0 0 12774345 0 0 0 0 0 0 0 447970 58331 0 0 4781 749557 0 22096 0 0 0 0 0 0 0 0 0 34539 ACA EXCISE FEES 5083 FAIR HEALTH COSTS 2456 OTHER TAXES 1671 DUES 633 14101462 529 916154 1981542 2283662 0 0 1729502 1482778 0 0 0 0 0 0 0 0 12846 22042 0 0 1075484 0 0 0 0 0 0 0 0 0 4799903 4704636 136615 188708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 133142 133142 269757 321850 X 0 0 0 0 4530146 4382786 4530146 4382786 4799903 4704636 -151716 4356 X false true X true false 0 EMPLOYER DEPOSITS 133142 133142 X 13949321 4356 4356 13944965 4781 4781 13949746 14096681 14096681 4781 4781 14101462 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken 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 Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of December 31, 2022 and 2021 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. false false false MARK FEDERICI UNION TRUSTEE/CHAIRMAN 0 192456 0 0 0 18279 0 12711 0 22236 0 245682 0 0 YOLANDA ANWAR UNION TRUSTEE (THRU 7/13/22) 0 114393 0 0 0 24710 0 9589 0 22236 0 170928 0 0 THOMAS HIPKINS UNION TRUSTEE 0 271026 0 0 0 2190 0 5707 0 25939 0 304862 0 0 Jason Chorpenning Union Trustee 0 376578 0 0 0 6611 0 5707 0 26076 0 414972 0 0 MICHAEL WILSON UNION TRUSTEE (EFF 7/13/22) 0 141831 0 0 0 5364 0 10686 0 22236 0 180117 0 0 PART VI, SECTION A, LINE 1A - MEMBERS VOTING RIGHTS ON GOVERNING BODY: Pursuant to the Fund's Agreement and Declaration of Trust, the Independent Employer Trustee was appointed for the limited purpose of representing, and voting on behalf of, the Employer Trustees on matters with respect to which every Employer Trustee recuses himself or herself from taking action. The Independent Employer Trustee has no authority to vote in any capacity on any other matter before the Board of Trustees. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: TRUSTEES MARK FEDERICI, YOLANDA ANWAR (THRU HER DATE OF DEPARTURE JULY 13, 2022), AND MICHAEL WILSON SERVE AS PRESIDENT, VICE PRESIDENT, AND VICE PRESIDENT OF THE UNITED FOOD AND COMMERICAL WORKERS LOCAL NO. 400. TRUSTEES JASON CHORPENNING AND THOMAS HIPKINS SERVE AS PRESIDENT AND SECRETARY-TREASURER OF THE UNITED FOOD AND COMMERICAL WORKERS LOCAL NO.27. PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES: When a Trustee vacancy arises, the Fund's Trust Agreement provides that the United Food and Commercial Workers, International Union, AFL-CIO, Locals Nos. 27 and 400, have the power to appoint Union Trustees for the Fund, and the covered employers have the power to appoint Employer Trustees to the Fund.. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE BOARD OF TRUSTEES IS PROVIDED A DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO SUBMISSION OF THE FORM 990. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: 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. PART VI, SECTION C, LINE 19-GOVERNING DOCUMENTS, POLICIES & F/S: The Fund makes its governing documents, policies and financial statements available to participants and beneficiaries as required by Employee Retirement Income Security Act of 1974 (ERISA). UFCW LOCAL 27 AFL-CIO 21 WEST ROAD BALTIMORE MD 21204 521265190 LABOR ORG MD 501(C)(5) false UFCW LOCAL NO 400 8400 CORPORATE DRIVE STE 200 LANDOVER MD 20785 530241580 LABOR ORG MD 501(C)(5) false BD OF TTEES UFCW UNIONS & PARTICIPATING 4301 GARDEN CITY DRIVE SUITE 201 LANDOVER MD 20785 PLAN SPONSOR MD false ASSOCIATED ADMINISTRATORS LLC SAFEWAY INC SHOPPERS FOOD WAREHOUSE false false false false false false false false false false false false true true false false false false true PART IV - RELATED ORGANIZATIONS TAXABLE AS CORPORATIONS: THE ORGANIZATIONS LISTED AS RELATED ARE ALL CONTRIBUTING EMPLOYERS TO THE HEALTH AND WELFARE FUND AND THE INSTRUCTIONS ONLY REQUIRE THE NAME OF THE ORGANIZATIONS ON THIS FORM.