2025-02-14T16:15:03-06:00 2024-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-04-01 526057761 WASHINGTON WHOLESALERS HEALTH AND WELFARE FUND % ZENITH AMERICAN SOLUTIONS WASH 8008458518 5560 STERRETT PLACE Suite 205 COLUMBIA MD 21044 Christopher Hoffmann CHAIRMAN 8008458518 2025-02-11 true true RICHARD RUVELSON P00234075 3012726000 2023 2025-03-06 01:10:19Z Christopher Hoffmann 8400 CORPORATE DRIVE STE 200 LANDOVER MD 20785 17874126 false X N/A X 1952 MD TO PROVIDE BENEFITS FOR INDIVIDUALS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN CONTRACTING EMPLOYERS & THE UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 400. 2 0 0 0 0 0 0 0 7759552 8450747 415669 253065 732171 945911 8907392 9649723 0 0 9978767 11681305 0 0 0 0 0 1103981 855049 11082748 12536354 -2175356 -2886631 17634345 14872243 250118 116258 17384227 14755985 THE ORGANIZATION IS THE MULTIEMPLOYER TRUST FOR A WELFARE BENEFIT PLAN THAT PROVIDES BENEFITS TO INDIVIDUALS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN CONTRACTING EMPLOYERS AND THE UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO. 400. false false FUNDED HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, VISION, ETC.), LOSS OF TIME, DEATH AND ACCIDENTAL DISMEMBERMENT BENEFITS TO EMPLOYEES COVERED BY COLLECTIVE BARGAINING AGREEMENTS, AND TO ELIGIBLE DEPENDENTS AND BENEFICIARIES OF SUCH EMPLOYEES. 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 145 0 true 0 false false false false false false false false X 2 0 true false false false false true false true false false false true true true true true true true true false X ZENITH AMERICAN SOLUTIONS 8008458518 5560 STERRETT PLACE SUITE 205 COLUMBIA MD 21044 CHRISTOPHER HOFFMANN CHAIRMAN/UNION TRUSTEE 1.0 39.0 X X 0 182727 31055 DONNA WADDELL UNION TRUSTEE 1.0 39.0 X 0 121892 31544 ROBERT BROWN UNION TRUSTEE 1.0 39.0 X 0 121506 27268 SCOTT HABERMEHL EMPLOYER TRUSTEE/SECRETARY 1.0 39.0 X X 0 0 0 NICK GONDEK EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 0 426125 89867 0 false true false ZENITH AMERICAN SOLUTIONS 302 Knights Run Avenue STE 1100 TAMPA FL 33602 ADMINISTRATIVE AGENT 366616 CONIFER VALUE-BASED CARE LLC 15821 Ventura Boulevard Suite 600 ENCINO CA 91436 MEDICAL MANAGEMENT 160101 2 0 EMPLOYERS CONTRIBUTIONS 525100 8288026 8288026 PARTICIPANTS CONTRIBUTIONS 525100 162721 162721 8450747 582427 582427 0 0 0 0 0 7895041 8224403 -329362 -329362 -329362 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 17624 17624 REBATES AND SUBSIDIES 900099 928287 928287 945911 9649723 9396658 0 253065 0 0 0 11681305 0 0 0 0 0 0 0 88736 60977 0 0 65682 560423 0 51210 0 0 0 9351 0 0 0 0 0 13975 PCORI FEE 4695 12536354 0 0 -18639 757333 0 0 494897 657899 0 0 0 0 0 0 0 0 0 12250 0 0 13944287 10827024 3106293 2553691 0 0 0 0 107507 64046 17634345 14872243 250118 116258 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 250118 116258 X 17384227 14755985 0 0 0 0 17384227 14755985 17634345 14872243 X -2886631 -51876 310265 X X false true X true false AMERICAN CORE REALTY FUND 2553691 F 2553691 0 0 X 9532165 -51876 -51876 9584041 65682 65682 9649723 12470672 12470672 65682 65682 12536354 PART X, LINE 2 - FIN 48 FOOTNOTE: GAAP requires 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 IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of March 31, 2024 and 2023 there are no uncertain positions taken or expected to be taken that would require recognition 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 CHRISTOPHER HOFFMANN CHAIRMAN/UNION TRUSTEE 0 162587 0 0 0 20140 0 7931 0 23124 0 213782 0 0 DONNA WADDELL UNION TRUSTEE 0 111530 0 0 0 10362 0 8675 0 22869 0 153436 0 0 PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: BOARD MEMBERS CHRISTOPHER HOFFMAN, ROBERT BROWN, AND DONNA WADDELL SERVE AS OFFICERS OF UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 400. PART VI, SECTION A, LINE 7A - ELECTION OF TRUSTEES: The Fund shall be administered by the Board of Trustees, which shall consist of eight (8) Trustees, four (4) of whom represent the Employers ("Employer Trustees") and four (4) of whom represent the Union (Trustees"). In case any Union Trustee shall be disqualified, die, become incapable of acting hereunder, resign, or be removed, a successor Union Trustee shall immediately be appointed by the Union. In case any Employer Trustee shall be disqualified, die, become incapable of acting hereunder, resign, or be removed, a successor Employer Trustee shall immediately be appointed by the Employers. PART VI, SECTION A, LINE 8B - OTHER COMMITTEES: THE ORGANIZATION IS COMPRISED ONLY OF THE BOARD OF TRUSTEES AND NO OTHER COMMITTEES EXIST. PART VI, SECTION B, LINE 11B - REVIEW OF FORM 990: The Board of Trustees is provided a draft of the Form 990 for review prior to the submission of the Form 990. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST COMPLIANCE: The Fund is maintained and administered in accordance with ERISA Section 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 B, LINES 15A & 15B - REVIEW OF COMPENSATION: The Fund's governing body retains the services of a third party administrative consultant who has the responsibility for implementing decisions of the organization's governing body, and the full governing body reviews and approves the Fund's agreement with the third party administrator. PART VI, SECTION C, LINE 19 - PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES AS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). PART XI LINE 9- OTHER CHANGES IN NET ASSETS $310,265 increase in net assets due to financial statement was finalized after the filing due date of the fiscal year March 31, 2023 return. PART XII, LINE 2B - FINANCIAL STATEMENTS AND REPORTING: INDEPENDENT AUDITED FINANCIAL STATEMENTS WERE NOT COMPLETE AS OF THE TIME OF THIS FILING. THE RETURN WAS COMPLETED USING UNAUDITED INFORMATION. THE RETURN WILL BE AMENDED AS NECESSARY TO ADJUST FOR CHANGES ONCE THE FINANCIAL STATEMENTS ARE COMPLETED. BOARD OF TRUSTEES WASH WHOLESALERS H&W 5560 STERRET PLACE COLUMBIA MD 21044 PLAN SPONSOR MD NA false UFCW LOCAL NO 400 8400 CORPORATE DRIVE SUITE 200 LANDOVER MD 20785 530241580 LABOR ORG MD 501(C)(5) NA false BOAR'S HEAD PROVISION COMPANY INC NA METROPOLITAN MEAT SEAFOOD & POULTRY NA OMEGA PROTEIN CORPORATION NA UNILEVER-LIPTON NA false false false false false false false false false false false false false false false false false false true