2023-11-14T19:51:23-06:00 2022-12-31 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-01-01 237244353 UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH & WELFARE TRUST % BARBARA RAY SOUTHWEST SVC UNIT 6023240545 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 JAQUELINE JONES trustee 6023240545 2023-11-13 true JAQUELINE JONES 999009999 Edmond Avaness CPA P00966890 8187692010 2 2022 2023-04-26 12:10:37Z JAMES MCLAUGHLIN 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 205496166 false X N/A X 1968 AZ SEE SCHEDULE O 8 4 0 0 0 0 0 0 109177441 198464619 5008558 1003353 205175 49866 114391174 199517838 0 0 145880295 140397039 0 0 0 0 0 16959233 15509224 162839528 155906263 -48448354 43611575 142595036 183210848 50896093 50391642 91698943 132819206 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false true 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 6868 0 true 0 false false false false false false false false X 8 4 false false false false false false false true true false false true false false true true true false X BARBARA RAY SOUTHWEST SVC 6023240545 2550 W UNION HILLS DR 290 PHOENIX AZ 85027 X JAMES MCLAUGHLIN UNION TRUSTEE 0.5 39.5 X 0 292110 13999 AUTUMN MITCHELL UNION TRUSTEE 0.0 40.0 X 0 180890 13999 MARTIN HERNANDEZ UNION TRUSTEE 0.0 40.0 X 0 146223 12799 KAITLYN PIAZZA UNION TRUSTEE 0.0 0.0 X 0 122991 13999 FREDERICK CARTER UNION TRUSTEE - PAST 0.0 40.0 X 0 120473 12799 JACQUELINE JONES EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 IAN ADAMS EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 LEROY WESTMORELAND EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 ANDY LUKES EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 0 862687 67595 0 false true false SOUTHWEST SERVICE ADMINISTRATORS IN 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 ADMIN. SERVICES 8623274 BLUE CROSS BLUE SHIELD OF AZ PO BOX 13466 PHOENIX AZ 85210 ADMIN SUPPORT SVCS 2405928 UNITED HEALTHCARE 333 W VINE ST STE 500 LEXINGTON KY 40507 ADMIN SUPPORT SVCS 512450 AMERICAN HEALTH GROUP 2152 S VINEYARD STE 103 MESA AZ 85210 ADMIN SUPPORT SVCS 482962 NATIONAL INVESTMENT SERVICES INC 777 e wisconsin ave STE 2350 MILWAUKEE WI 53202 INVESTMENT SERVICES 267156 5 0 EMPLOYER CONTRIBUTIONS 900099 189384873 189384873 0 0 EMPLOYEE CONTRIBUTIONS 900099 9079746 9079746 0 0 198464619 1032474 0 0 1032474 0 0 0 0 0 5949207 5978328 -29121 -29121 0 0 -29121 0 0 0 0 0 0 0 0 0 COBRA SUBSIDY 900099 1867 1867 0 0 PREPAID DEDUCTIBLE ACCT PRG FORFEITURES 900099 47999 47999 0 0 49866 199517838 198514485 0 1003353 0 0 0 140397039 0 0 0 0 0 0 6423913 232232 170000 0 0 382914 3701981 0 1169660 0 0 0 3190 0 71756 0 0 0 70130 MEDICAL NETWORK ACCESS FEES 2619138 DENTAL NETWORK ACCESS FEES 299240 UTILIZATION REVIEW FEES 292427 PAT-CENTERED OUTCOME FEES 72643 155906263 25855598 24025132 1963465 5499428 0 0 20375547 27085315 0 0 0 0 0 0 0 0 401922 0 0 0 22853783 30487395 71144721 96113578 0 0 0 0 0 0 142595036 183210848 1085015 603697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 49811078 49787945 50896093 50391642 X 0 0 0 0 91698943 132819206 91698943 132819206 142595036 183210848 43611575 -2491312 X false true X true false COMMON COLLECTIVE TRUST 31608766 F PARTNERSHIPS 31380753 F 103-12 33124059 F 96113578 0 BENEFIT OBLIGATIONS 49186900 PREPAID DEDUCTIBLE ACCOUNT 0 PRG FORFEITURES 379417 ACCRUED INVESTMENT PURCHASES 221628 49787945 X 196618285 -2491312 -408241 -2899553 199517838 199517838 155498022 155498022 408241 408241 155906263 PART X, LINE 2: NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF ARIZONA UNDER SECTION 43-1201, ARIZONA REVISED STATUTES. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XI, LINE 2D: INVESTMENT MANAGEMENT FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F. PART XI, LINE 4B: INVESTMENT MANAGEMENT FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F. false false false JAMES MCLAUGHLIN UNION TRUSTEE 0 288726 0 0 0 3384 0 4070 0 9929 0 306109 MARTIN HERNANDEZ UNION TRUSTEE 0 143814 0 0 0 2409 0 2870 0 9929 0 159022 AUTUMN MITCHELL UNION TRUSTEE 0 180240 0 0 0 650 0 4070 0 9929 0 194889 Part I, line 1 and part III, lines 1 and 4a: THE UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS. PART VI, LINE 11B: FORM 990 IS PRESENTED FOR REVIEW AND SIGNATURE AT the BOARD OF TRUSTEES MEETING. PART VI, LINES 15A AND 15B: THE BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR "KEY EMPLOYEES", AS DEFINED. PART VI, LINE 19: GOVERNING DOCUMENTS - NO DOCUMENTS are AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS - AUDITED financial STATEMENTS ARE ONLY AVAILABLE UPON REQUEST. UFCW LOCAL NO 99 2401 N Central Ave Fl 2 Phoenix AZ 85004 860042052 LABOR UNION AZ 501(C)(5) N/A NA false DESERT STATES EMPLOYERS & UFCW PENSION 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 846277982 PENSION PLAN AZ 501(A) N/A NA false UFCW LOCAL NO 1564 130 ALVARADO DR NE STE 300 ALBUQUERQUE NM 87108 850093578 labor union NM 501(c)(5) N/A NA false see attached list see attached list false false false false false false false false false false false false false false false true false false true schedule r, parts ii, iii and iv - identification of related tax-exempt organizations, organizations taxable as a partnership, corporation or trust: ace parking albertsons alsco aspen surgical calcot copper queen eurest dining fry's food & drug jbs john brooks LA MONTANITA FOOD CORP. looks good PRINTING mission foods Natural Rx precept med prodUCTS safeway smith's food & drug southwest service administrators ufcw local no. 1564 ufcw local no. 99 united Texas waste MANAGEMENT