STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 1546 HEALTH & WELFARE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 1546 HEALTH & WELFARE (EIN 36-2139906)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-06-18
IRS object ID
202511699349301336
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-06-18T15:14:46-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR STE 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362139906EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED FOOD & COMMERCIAL WORKERS UNIONBusinessNameLine1Txt
Business Name Line2LOCAL 1546 HEALTH & WELFAREBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3128290850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11649 WEST ADAMS STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT O'TOOLEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3128290850PhoneNum
Signature2025-06-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS SCHWEGMANPreparerPersonNm
PTINP01456734PTIN
Phone3123680500PhoneNum
Preparation2025-06-18PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT O'TOOLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11649 WEST ADAMS STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,226,714GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.UFCWLOCAL1546.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1949FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee41TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$38,922,495PYProgramServiceRevenueAmt
CY Program Service Revenue$40,025,490CYProgramServiceRevenueAmt
PY Investment Income$678,175PYInvestmentIncomeAmt
CY Investment Income$1,743,317CYInvestmentIncomeAmt
PY Other Revenue$12,532PYOtherRevenueAmt
CY Other Revenue$12,229CYOtherRevenueAmt
PY Total Revenue$39,613,202PYTotalRevenueAmt
CY Total Revenue$41,781,036CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$27,271,021PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$31,497,003CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,270,596PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,308,351CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,113,797PYOtherExpensesAmt
CY Other Expenses$1,143,786CYOtherExpensesAmt
PY Total Expenses$29,655,414PYTotalExpensesAmt
CY Total Expenses$33,949,140CYTotalExpensesAmt
PY Revenues Less Expenses$9,957,788PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,831,896CYRevenuesLessExpensesAmt
Total Assets BOY$51,260,462TotalAssetsBOYAmt
Total Assets EOY$62,349,049TotalAssetsEOYAmt
Total Liabilities BOY$1,529,066TotalLiabilitiesBOYAmt
Total Liabilities EOY$302,130TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,731,396NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$62,046,919NetAssetsOrFundBalancesEOYAmt
MissionHEALTH BENEFIT FUNDMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, DEATH, DISABILITY AND DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document332IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee41EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH BOYDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3128290850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11649 WEST ADAMS STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60612ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT O'TOOLE
TRUSTEE/CHAIRMAN2.0055.00Yes (X)$0$191,528$29,085
JONATHAN WILLIGMAN
TRUSTEE2.0040.00Yes (X)$0$179,158$29,006
MARIO MARIN
TRUSTEE - PAST2.0040.00Yes (X)$0$121,300$27,865
DENNIS HERNANDEZ
TRUSTEE2.0040.00Yes (X)$0$96,495$27,244
DWIGHT STIEHL
TRUSTEE/SECRETARY2.00Yes (X)$0$0$0
ROBERT E APATO
TRUSTEE2.00Yes (X)$0$0$0
JORDAN LAUZZE
TRUSTEE2.00Yes (X)$0$0$0
BRIAN TYLER
TRUSTEE2.00Yes (X)$0$0$0
ARTURO HUIZAR
TRUSTEE2.0040.00Yes (X)$0$93,951$27,310
BRENDA MICHALEK
TRUSTEE2.00Yes (X)$0$0$0
JEFF WEISS
TRUSTEE - NEW2.0040.00Yes (X)$0$121,697$27,866
KENNETH BOYD
MANAGING DIRECTOR23.0034.00$231,832$0$0Yes (X)
WALTER KOZIN
DENTAL MANAGER/DENTIST40.00$247,210$0$11,262Yes (X)
MAREK MROCZKA
DENTIST40.00$192,807$0$11,262Yes (X)
MYROSLAW DYCHIY
DENTIST40.00$197,066$0$11,262Yes (X)
RASHMI SHUKLA
DENTIST40.00$153,841$0$11,262Yes (X)
MARIA HERNANDEZ
PHARMACY MANAGER/PHARMACIST40.00$160,344$0$11,262Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,183,100TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$804,129TotReportableCompRltdOrgAmt
Total Other Compensation$224,686TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IL MASONIC MEDICAL CENTER JESSICA SANFO
836 W WELLINGTON AVENUE SUITE 163CHICAGOIL60657MEDICAL - OB/GYN$207,131
LAKE SHORE FOOT & ANKLE PC
PO BOX 612HIGHLAND PARKIL60035MEDICAL - PODIATRIST$193,465
LASALLE CONSULTING PARTNERS INC
200 W MADISON STREET SUITE 950CHICAGOIL60606IT SERVICE PROVIDER$180,488
BRIDGEWAY BENEFIT TECHNOLOGIES LLC
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052SOFTWARE SERVICE PROVIDER$143,268
AMPERSS DIAGNOSTICS IMAGING INC
2534 WILD DUNES COURTAURORAIL60503MEDICAL - IMAGING$142,550
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$38,833,691$38,833,691
PHARMACY INCOME900099$791,507$791,507
DENTAL INCOME900099$261,908$261,908
PARTICIPANT CONTRIBUTIONS900099$122,962$122,962
MAMMOGRAM INCOME900099$15,422$15,422
FieldValueIRS element (for citing)
Total Program Service Revenue$40,025,490TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,607,589TotalRevenueColumnAmt
Exclusion$1,607,589ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,581,406SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,445,678SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$135,728SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,728TotalRevenueColumnAmt
Exclusion$135,728ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$12,229TotalRevenueColumnAmt
Related Or Exempt Func Income$12,229RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,229OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,781,036TotalRevenueColumnAmt
Related Or Exempt Func Income$40,037,719RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,743,317ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$31,497,003TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$60,860TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$969,182TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$60,500TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$136,500TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,309TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,718TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$69,911TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$182,908TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$116,856TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$103,293TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$184,270TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$299,398TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$259TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,650TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,860TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$53,962TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES MANDATED BY ACADesc
Total$25,701TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,949,140TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$1,561,447BOYAmt
EOY-$838,423EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,114,414BOYAmt
EOY$4,482,874EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,805,438BOYAmt
EOY$3,641,265EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$2,103,565BOYAmt
EOY$2,103,565EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$76,904BOYAmt
EOY$70,750EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,161,225LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$588,514LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$577,103BOYAmt
EOY$572,711EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,004,045BOYAmt
EOY$52,316,307EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,140,440BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$51,260,462BOYAmt
EOY$62,349,049EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$348,020BOYAmt
EOY$302,130EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,181,046BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,529,066BOYAmt
EOY$302,130EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$49,731,396BOYAmt
EOY$62,046,919EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,731,396BOYAmt
EOY$62,046,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,260,462BOYAmt
EOY$62,349,049EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,831,896ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,483,627NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$485,645OtherCostOrOtherBasisAmt
Book Value$485,645BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,232OtherCostOrOtherBasisAmt
Depreciation$71,232DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$532,575OtherCostOrOtherBasisAmt
Depreciation$459,027DepreciationAmt
Book Value$73,548BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,773OtherCostOrOtherBasisAmt
Depreciation$58,255DepreciationAmt
Book Value$13,518BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$572,711TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$46,081,755TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,483,627NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,483,627RevenueNotReportedAmt
Revenue Subtotal$41,598,128RevenueSubtotalAmt
Investment Expenses Not Incld$182,908InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$182,908RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,781,036TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$33,766,232TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$33,766,232ExpensesSubtotalAmt
Investment Expenses Not Incld2$182,908InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$182,908ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,949,140TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WALTER KOZIN
DENTAL MANAGER/DENTIST$247,210$0$0$0$0$0$2,806$0$8,456$0$258,472$0$0$0
KENNETH BOYD
MANAGING DIRECTOR$231,832$0$0$0$0$0$0$0$0$0$231,832$0$0$0
ROBERT O'TOOLE
TRUSTEE/CHAIRMAN$0$188,493$0$0$0$3,035$0$8,539$0$20,546$0$220,613$0$0
MYROSLAW DYCHIY
DENTIST$197,066$0$0$0$0$0$2,806$0$8,456$0$208,328$0$0$0
JONATHAN WILLIGMAN
TRUSTEE$0$177,341$0$0$0$1,817$0$8,459$0$20,547$0$208,164$0$0
MAREK MROCZKA
DENTIST$192,807$0$0$0$0$0$2,806$0$8,456$0$204,069$0$0$0
MARIA HERNANDEZ
PHARMACY MANAGER/PHARMACIST$160,344$0$0$0$0$0$2,806$0$8,456$0$171,606$0$0$0
RASHMI SHUKLA
DENTIST$153,841$0$0$0$0$0$2,806$0$8,456$0$165,103$0$0$0

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgRELATED CORPORATIONRelationshipWithOrgTxt
Loan PurposeOPERATING FUNDSLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$2,103,565OriginalPrincipalAmt
Balance Due$2,103,565BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$2,103,565TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
UNION MEDICAL CENTER
RELATED CORPORATION WITH COMMON TRUSTEES$280,903PAYMENT FOR LEASE OF FACILITIES0
UNION MEDICAL CENTER
RELATED CORPORATION WITH COMMON TRUSTEES$138,243PAYMENT FOR SHARED ADMINISTRATIVE EXPENSES0
UNION MEDICAL CENTER
RELATED CORPORATION WITH COMMON TRUSTEES$192,827RECEIPT OF LOAN INTEREST0
UNION MEDICAL CENTER
RELATED CORPORATION WITH COMMON TRUSTEES$185,088RECEIPT OF REIMBURSEMENTS FOR SHARED ADMINISTRATIVE EXPENSES0
UNION MEDICAL CENTER
RELATED CORPORATION WITH COMMON TRUSTEES$440,115RECEIPT OF REIMBURSEMENTS FOR SHARED EMPLOYEE SALARIES0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND THE MANAGING DIRECTOR PRIOR TO FILING. AFTER THE BOARDS' REVEIW, THE FORM IS APPROVED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12CA FIDUCIARY TO THE FUND IS REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO BOTH THE MANAGING DIRECTOR AND THE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
FORM 990, PART VII, SECTION A, LINE 1ATHE REPORTING ORGANIZATION'S MANAGING DIRECTOR PERFORMS THE SAME SERVICES FOR TWO OTHER ENTITIES. THE REPORTING ORGANIZATION INITIALLY PAYS HIS SALARY AND SALARY RELATED EXPENSES AND IS REIMBURSED BY THE ENTITIES FOR HIS ALLOCATED PORTION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1546 PENSION PLAN
1649 WEST ADAMS STREETCHICAGOIL60612516049165PROVIDE RETIREMENT, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTSIL401(A)N/A0
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1546
1649 WEST ADAMS STREETCHICAGOIL60612364485358ORGANIZE WORKERS FOR ECONOMIC, MORAL AND SOCIAL ADVANCEMENTIL501(C)5N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (53 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
UNION MEDICAL CENTER
1649 WEST ADAMS STREETCHICAGOIL60612362430606PROVIDED HEALTH CARE SERVICES TO ELIGIBLE PARTICIPANTS OF UFCWILUNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 1546 HEALTH & WELFARE FUNDC1.000000
AMITY PACKING CO INC
CONTRIBUTING EMPLOYER0
AMYLU FOODS
CONTRIBUTING EMPLOYER0
AURORA PACKING COMPANY INC
CONTRIBUTING EMPLOYER0
BRIDGFORD FOODS OF ILLINOIS
CONTRIBUTING EMPLOYER0
C&F PACKING COMPANY INC
CONTRIBUTING EMPLOYER0
CBQ
CONTRIBUTING EMPLOYER0
JAMES CALVETTI MEATS INC
CONTRIBUTING EMPLOYER0
CHICAGO MEAT AUTHORITY INC
CONTRIBUTING EMPLOYER0
CITY FOODS INC
CONTRIBUTING EMPLOYER0
COUGLE COMMISSION CO
CONTRIBUTING EMPLOYER0
CRAWFORD SAUSAGE CO
CONTRIBUTING EMPLOYER0
DAILY MEAT SUPPLY INC
CONTRIBUTING EMPLOYER0
DARLING INTERNATIONAL
CONTRIBUTING EMPLOYER0
FARMINGTON MEAT CO
CONTRIBUTING EMPLOYER0
FROZEN ASSETS CHICAGO
CONTRIBUTING EMPLOYER0
FROZEN ASSETS HODGKINS
CONTRIBUTING EMPLOYER0
FROZEN ASSETS KILDARE
CONTRIBUTING EMPLOYER0
FROZEN ASSETS NORTHLAKE
CONTRIBUTING EMPLOYER0
FULTON TROIKA
CONTRIBUTING EMPLOYER0
GISCO INC
CONTRIBUTING EMPLOYER0
GREAT LAKES PACKING CO
CONTRIBUTING EMPLOYER0
GREAT WESTERN BEEF COMPANY
CONTRIBUTING EMPLOYER0
HARVARD MAINTENANCE
CONTRIBUTING EMPLOYER0
HAWTHORNE RACE COURSE
CONTRIBUTING EMPLOYER0
JOHN HOFMEISTER & SON
CONTRIBUTING EMPLOYER0
HORWEEN LEATHER
CONTRIBUTING EMPLOYER0
HENRY KAMINSKI INC
CONTRIBUTING EMPLOYER0
L&L PROVISION CO
CONTRIBUTING EMPLOYER0
LAND O' FROST
CONTRIBUTING EMPLOYER0
LEXINGTON LEATHER GOODS
CONTRIBUTING EMPLOYER0
LINCOLN PROVISION INC
CONTRIBUTING EMPLOYER0
MAKOWSKI'S REAL SAUSAGE
CONTRIBUTING EMPLOYER0
ED MINIAT INC
CONTRIBUTING EMPLOYER0
MOESLE MEAT CO
CONTRIBUTING EMPLOYER0
JOHN R MORREALE INC
CONTRIBUTING EMPLOYER0
NEALEY'S FOODS INC
CONTRIBUTING EMPLOYER0
NORTHWEST MEAT COMPANY INC
CONTRIBUTING EMPLOYER0
OSI - GENEVA
CONTRIBUTING EMPLOYER0
OSI - MAJOR
CONTRIBUTING EMPLOYER0
PARKER HOUSE SAUSAGE CO
CONTRIBUTING EMPLOYER0
PIE PIPER INC
CONTRIBUTING EMPLOYER0
PIONEER WHOLESALE MEAT COMPANY
CONTRIBUTING EMPLOYER0
PLATT LUGGAGE
CONTRIBUTING EMPLOYER0
ROMANIAN KOSHER SAUSAGE
CONTRIBUTING EMPLOYER0
SDH SERVICES
CONTRIBUTING EMPLOYER0
SOLUTIONS REALTY INC
CONTRIBUTING EMPLOYER0
SOUTH CHICAGO PACKING CO
CONTRIBUTING EMPLOYER0
STIGLMEIER SAUSAGE CO
CONTRIBUTING EMPLOYER0
US FOOD SERVICE
CONTRIBUTING EMPLOYER0
VANTAGE OLEOCHEMICALS
CONTRIBUTING EMPLOYER0
VIENNA SAUSAGE CO
CONTRIBUTING EMPLOYER0
WICHITA PACKING CO
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
UNION MEDICAL CENTER
A$192,827
UNION MEDICAL CENTER
D$2,103,565
UNION MEDICAL CENTER
K$280,903
UNION MEDICAL CENTER
O$440,115
UNION MEDICAL CENTER
P$138,243
UNION MEDICAL CENTER
Q$185,088