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U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND (EIN 36-2440523)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-07-18
IRS object ID
202121999349300152
Schema version
2019v5.2
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)
Return2021-07-18T19:23:49-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

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 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362440523EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1U F C W UNIONS & EMPLOYERS MIDWESTBusinessNameLine1Txt
Business Name Line2HEALTH BENEFITS FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUFCWBusinessNameControlTxt
Phone8006215133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD NO 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN JORDANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8006215133PhoneNum
Signature2021-07-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG RESCHPreparerPersonNm
PTINP00844633PTIN
Phone3123680500PhoneNum
Preparation2021-07-18PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerBRIAN JORDANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD NO 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$25,649,384GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.UFCWMIDWEST.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1960FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$16,456,348PYProgramServiceRevenueAmt
CY Program Service Revenue$16,650,885CYProgramServiceRevenueAmt
PY Investment Income$481,087PYInvestmentIncomeAmt
CY Investment Income$422,641CYInvestmentIncomeAmt
PY Other Revenue$11,453PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$16,948,888PYTotalRevenueAmt
CY Total Revenue$17,073,526CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,098,710PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$14,703,846CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$421,010PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$385,080CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,586,849PYOtherExpensesAmt
CY Other Expenses$2,801,115CYOtherExpensesAmt
PY Total Expenses$22,106,569PYTotalExpensesAmt
CY Total Expenses$17,890,041CYTotalExpensesAmt
PY Revenues Less Expenses-$5,157,681PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$816,515CYRevenuesLessExpensesAmt
Total Assets BOY$17,678,417TotalAssetsBOYAmt
Total Assets EOY$19,186,245TotalAssetsEOYAmt
Total Liabilities BOY$5,250,107TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,549,012TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,428,310NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,637,233NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE AND RELATED BENEFITS FOR ELIGIBLE PARTICIPANTS 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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8006215133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD SUITE 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT O'TOOLE
TRUSTEE1.0055.00Yes (X)$0$189,010$25,858
STEVEN M POWELL
TRUSTEE1.0040.00Yes (X)$0$248,425$25,760
JONATHAN WILLIGMAN
TRUSTEE1.0040.00Yes (X)$0$116,637$23,781
KENNETH URZEDOWSKI
TRUSTEE - PAST1.0045.00Yes (X)$0$186,969$25,841
BRIAN JORDAN
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM R SEEHAFER
TRUSTEE1.00Yes (X)$0$0$0
DEREK KINNEY
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$741,041TotReportableCompRltdOrgAmt
Total Other Compensation$101,240TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ZENITH AMERICAN SOLUTIONS
2625 BUTTERFIELD RD SUITE 208EOAK BROOKIL60523THIRD PARTY ADMINISTRATOR$538,762
LEGACY PROFESSIONALS LLP
4 WESTBROOK CORPORATE CENTER STE 7WESTCHESTERIL60154ACCOUNTING SERVICES$156,547
MEDICAL INSURANCE CONSULTING GROUP INC
4949 N WESTERN AVENUECHICAGOIL60625MEDICAL CONSULTING$135,151
THE SEGAL COMPANY
101 N WACKER DRIVECHICAGOIL60606ACTUARIAL SERVICES$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$16,339,368$16,339,368
PARTICIPANT CONTRIBUTIONS900099$181,516$181,516
PRESCRIPTION DRUG REBATES900099$130,001$130,001
FieldValueIRS element (for citing)
Total Program Service Revenue$16,650,885TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$330,463TotalRevenueColumnAmt
Exclusion$330,463ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,668,036SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,575,858SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$92,178SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,178TotalRevenueColumnAmt
Exclusion$92,178ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,073,526TotalRevenueColumnAmt
Related Or Exempt Func Income$16,650,885RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$422,641ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$14,703,846TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$385,080TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$456,716TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$93,973TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$135,529TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$51,827TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$342,442TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,059TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,418TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$381TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$105,026TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CHANGE IN PENSION LIABI$1,408,098
WITHDRAWAL LIABILITY IN$110,248
WEB CLAIMS SERVICE FEE$15,876
STORAGE OF DOCUMENTS$12,787

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,735TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,890,041TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$157,761BOYAmt
EOY$1,687,458EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$234,662BOYAmt
EOY$368,345EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,998,877BOYAmt
EOY$1,992,336EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,287,117BOYAmt
EOY$15,138,106EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,678,417BOYAmt
EOY$19,186,245EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$174,066BOYAmt
EOY$109,708EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,076,041BOYAmt
EOY$6,439,304EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,250,107BOYAmt
EOY$6,549,012EOYAmt
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$12,428,310BOYAmt
EOY$12,637,233EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,428,310BOYAmt
EOY$12,637,233EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,678,417BOYAmt
EOY$19,186,245EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$816,515ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,025,438NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
WITHDRAWAL LIABILITY$1,670,674
ACCRUED PENSION LIABILITY$4,768,630
FieldValueIRS element (for citing)
Total Liability$6,439,304TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,047,137TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,025,438NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,025,438RevenueNotReportedAmt
Revenue Subtotal$17,021,699RevenueSubtotalAmt
Investment Expenses Not Incld$51,827InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$51,827RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,073,526TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,838,214TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,838,214ExpensesSubtotalAmt
Investment Expenses Not Incld2$51,827InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$51,827ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,890,041TotalExpensesPerForm990Amt

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; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
ROBERT O'TOOLE
TRUSTEE$0$189,010$0$0$0$0$0$8,504$0$17,354$0$214,868$0$0
STEVEN M POWELL
TRUSTEE$0$237,612$0$10,813$0$0$0$6,353$0$19,407$0$274,185$0$0
KENNETH URZEDOWSKI
TRUSTEE - PAST$0$186,969$0$0$0$0$0$8,487$0$17,354$0$212,810$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WHILE THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED CONTROL OVER THE DAY-TO-DAY MANAGEMENT DUTIES TO ZENITH AMERICAN SOLUTIONS, A THIRD PARTY ADMINISTRATOR.
FORM 990, PART VI, SECTION A, LINE 8BTHE PLAN DOES NOT HAVE ANY SEPARATE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE IT IS SIGNED AND FILED.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE FUND'S THIRD PARTY ADMINISTRATOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
UNITED FOOD & COMMERICAL WORKERS & EMPRS MW PENSION FUND
18861 90TH AVE SUITE AMOKENAIL60448366508328RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTSIL501(A)N/A0
UNITED FOOD & COMMERICAL WORKERS LOCAL 881
CONTRIBUTING EMPLOYER0
UNITED FOOD & COMMERICAL WORKERS LOCAL 1546
CONTRIBUTING EMPLOYER0
UNITED FOOD & COMMERICAL WORKERS LOCAL 536
CONTRIBUTING EMPLOYER0
UNITED STEEL WORKERS OF AMERICA LOCAL 6787
CONTRIBUTING EMPLOYER0
ATHENA SCHOOL
CONTRIBUTING EMPLOYER0
LAKE AREA UNITED WAY
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (67 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
A & G LAUNDROMAT
CONTRIBUTING EMPLOYER0
A1 KOH ENTERPRISE
CONTRIBUTING EMPLOYER0
ANICHINI BROS INC
CONTRIBUTING EMPLOYER0
ANTON'S FRUIT RANCH
CONTRIBUTING EMPLOYER0
APPLE MARKET
CONTRIBUTING EMPLOYER0
ARAMARK UNIFORM SERVICES
CONTRIBUTING EMPLOYER0
ARLINGTON GOURMET MARKET
CONTRIBUTING EMPLOYER0
ARMITAGE HARDWARE & BUILDING SUPPLY
CONTRIBUTING EMPLOYER0
ASCOT MEATS INC
CONTRIBUTING EMPLOYER0
BELMONT MARKET INC
CONTRIBUTING EMPLOYER0
BLUE GOOSE STORE
CONTRIBUTING EMPLOYER0
C & F PACKING CO
CONTRIBUTING EMPLOYER0
CP MEAT MARKET
CONTRIBUTING EMPLOYER0
CONSUMER'S PACKING
CONTRIBUTING EMPLOYER0
D & D FINER FOODS
CONTRIBUTING EMPLOYER0
D & S INC
CONTRIBUTING EMPLOYER0
D & S MEAT MARKET
CONTRIBUTING EMPLOYER0
DARLING INTERNATIONAL INC
CONTRIBUTING EMPLOYER0
DISCOUNT MEATS
CONTRIBUTING EMPLOYER0
DOMANI CNSTRCTN & DVLPMNT INC
CONTRIBUTING EMPLOYER0
EX-CEL CORNED BEEF INC
CONTRIBUTING EMPLOYER0
FELICIA'S
CONTRIBUTING EMPLOYER0
GEPPERTH'S MARKET
CONTRIBUTING EMPLOYER0
GLENVIEW GOURMET MEATS
CONTRIBUTING EMPLOYER0
GREAT WESTERN BEEF
CONTRIBUTING EMPLOYER0
HADDAD'S MARKET
CONTRIBUTING EMPLOYER0
HAPPY FOODS INC
CONTRIBUTING EMPLOYER0
ILL FD RET ASSN
CONTRIBUTING EMPLOYER0
INDIANA GROCERY GROUP
CONTRIBUTING EMPLOYER0
INTERNATIONAL MEAT CO INC
CONTRIBUTING EMPLOYER0
JT AMUSEMENTS LTD
CONTRIBUTING EMPLOYER0
JACK & PAT'S CERT INC
CONTRIBUTING EMPLOYER0
JERRY'S QUALITY MEATS
CONTRIBUTING EMPLOYER0
JOHNNY G'S QUALITY MEATS
CONTRIBUTING EMPLOYER0
KINGDOM FARMS
CONTRIBUTING EMPLOYER0
KRAMER FOODS
CONTRIBUTING EMPLOYER0
MIKE'S MEAT MARKET
CONTRIBUTING EMPLOYER0
MINELLI DELI & MEATS
CONTRIBUTING EMPLOYER0
MR BEEF
CONTRIBUTING EMPLOYER0
MURPHY & ASSOCIATES LTD
CONTRIBUTING EMPLOYER0
NAPERVILLE MEAT MARKET
CONTRIBUTING EMPLOYER0
ONE STOP FOOD & LIQUORS
CONTRIBUTING EMPLOYER0
ORCHARD PRIME MEATS
CONTRIBUTING EMPLOYER0
P & V CATERING
CONTRIBUTING EMPLOYER0
PAULINA MARKET
CONTRIBUTING EMPLOYER0
PERSONAL CHEF SERVICES
CONTRIBUTING EMPLOYER0
PHYSICAL THERAPY
CONTRIBUTING EMPLOYER0
POTASH BROTHERS
CONTRIBUTING EMPLOYER0
PRIME'N TENDER MEATS
CONTRIBUTING EMPLOYER0
RABER PACKING CO
CONTRIBUTING EMPLOYER0
RIVERSIDE FOODS
CONTRIBUTING EMPLOYER0
RUSSO WHOLESALE
CONTRIBUTING EMPLOYER0
SNN INC
CONTRIBUTING EMPLOYER0
SAURO & ASSOC INC
CONTRIBUTING EMPLOYER0
SEGAL MARCO ADVISORS
CONTRIBUTING EMPLOYER0
STRACK-ULTRA
CONTRIBUTING EMPLOYER0
SULLIVANS PROVISIONS
CONTRIBUTING EMPLOYER0
SUNSET FOOD MART
CONTRIBUTING EMPLOYER0
SUPERVALU
CONTRIBUTING EMPLOYER0
TED'S AUTO CLINIC
CONTRIBUTING EMPLOYER0
THE KROGER COMPANY
CONTRIBUTING EMPLOYER0
TRISTATE SECURITY OF AMERICA
CONTRIBUTING EMPLOYER0
WELCH'S STOP & SHOP
CONTRIBUTING EMPLOYER0
WHEATON MEAT CO
CONTRIBUTING EMPLOYER0
WINSTON'S SAUSAGE
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YESTER YEARS MEAT SHOPPE
CONTRIBUTING EMPLOYER0
ZENITH AMERICAN SOLUTIONS
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd