U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND (EIN 36-2440523)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-09-09
- IRS object ID
- 202512529349301406
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T11:12:23-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CTR STE 700 | AddressLine1Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362440523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U F C W UNIONS & EMPLOYERS MIDWEST | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH BENEFITS FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UFCW | BusinessNameControlTxt |
| Phone | 6302886868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 OPUS PLACE 350 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE POWELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6302886868 | PhoneNum |
| Signature | 2025-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG RESCH | PreparerPersonNm |
| PTIN | P00844633 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2025-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE POWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 OPUS PLACE 350 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,417,960 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UFCWMIDWEST.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,919,110 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,378,662 | CYProgramServiceRevenueAmt |
| PY Investment Income | $275,743 | PYInvestmentIncomeAmt |
| CY Investment Income | $734,600 | CYInvestmentIncomeAmt |
| PY Other Revenue | $888,913 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,083,766 | PYTotalRevenueAmt |
| CY Total Revenue | $14,113,262 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $13,792,584 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,472,019 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $385,080 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,360,750 | PYOtherExpensesAmt |
| CY Other Expenses | $2,075,887 | CYOtherExpensesAmt |
| PY Total Expenses | $15,538,414 | PYTotalExpensesAmt |
| CY Total Expenses | $16,547,906 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,454,648 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,434,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,115,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,326,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,672,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,139,797 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,443,646 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,186,331 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE AND RELATED BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON-MCSHANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6302886868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 OPUS PL SUITE 350 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT O'TOOLE | ||||||
| TRUSTEE | 1.00 | 55.00 | Yes (X) | $0 | $191,528 | $29,085 |
| STEVEN M POWELL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $280,804 | $29,880 |
| MARIO MARIN | ||||||
| TRUSTEE- NEW | 1.00 | 40.00 | Yes (X) | $0 | $121,300 | $27,865 |
| WILLIAM R SEEHAFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEREK KINNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN WILLIGMAN | ||||||
| TRUSTEE-PAST | 1.00 | 40.00 | Yes (X) | $0 | $179,158 | $29,006 |
| BRIAN JORDAN | ||||||
| TRUSTEE-PAST | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $772,790 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $115,836 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS INC | |||||
| 700 TOWER DRIVE SUITE 300 | TROY | MI | 48098 | THIRD PARTY ADMINISTRATOR | $341,114 |
| MEDICAL INSURANCE CONSULTING GROUP INC | |||||
| 4949 N WESTERN AVENUE | CHICAGO | IL | 60625 | MEDICAL CONSULTING | $233,025 |
| THE SEGAL COMPANY | |||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | ACTUARIAL SERVICES | $185,949 |
| REINHART BOERNER VAN DEUREN SC | |||||
| 223 S WACKER DR SUITE 9400 | CHICAGO | IL | 60606 | LEGAL SERVICES | $126,612 |
| LEGACY PROFESSIONALS LLP | |||||
| 4 WESTBROOK CORPORATE CENTER STE 7 | WESTCHESTER | IL | 60154 | ACCOUNTING SERVICES | $121,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $12,876,235 | $12,876,235 |
| PRESCRIPTION DRUG REBATES | 900099 | $480,643 | $480,643 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $21,784 | $21,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,378,662 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,912 | TotalRevenueColumnAmt |
| Exclusion | $248,912 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,790,386 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,304,698 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $485,688 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $485,688 | TotalRevenueColumnAmt |
| Exclusion | $485,688 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,113,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,378,662 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $734,600 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,472,019 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,055 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,402 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,488 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,996 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,312 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,676 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,820 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,401 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CHANGE IN ACCRUED PENSI | $635,476 |
| WITHDRAWAL LIABILITY IN | $96,812 |
| MISCELLANEOUS | $26,770 |
| BANK FEES | $9,448 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,231 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,547,906 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,625 | BOYAmt |
| EOY | $4,175,798 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,590 | BOYAmt |
| EOY | $125,694 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,659,630 | BOYAmt |
| EOY | $1,853,430 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,299,285 | BOYAmt |
| EOY | $8,171,206 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,115,999 | BOYAmt |
| EOY | $14,326,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,207 | BOYAmt |
| EOY | $46,315 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,146 | BOYAmt |
| EOY | $2,093,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,672,353 | BOYAmt |
| EOY | $2,139,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,443,646 | BOYAmt |
| EOY | $12,186,331 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,443,646 | BOYAmt |
| EOY | $12,186,331 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,115,999 | BOYAmt |
| EOY | $14,326,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,434,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $177,329 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WITHDRAWAL LIABILITY | $1,458,875 |
| ACCRUED PENSION LIABILITY | $634,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,093,482 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,257,595 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $177,329 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $177,329 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,080,266 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,996 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,996 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,113,262 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,514,910 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,514,910 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,996 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $32,996 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,547,906 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT O'TOOLE | ||||||||||||||
| TRUSTEE | $0 | $188,493 | $0 | $0 | $0 | $3,035 | $0 | $8,539 | $0 | $20,546 | $0 | $220,613 | $0 | $0 |
| STEVEN M POWELL | ||||||||||||||
| TRUSTEE | $0 | $268,193 | $0 | $12,611 | $0 | $0 | $0 | $6,575 | $0 | $23,305 | $0 | $310,684 | $0 | $0 |
| JONATHAN WILLIGMAN | ||||||||||||||
| TRUSTEE-PAST | $0 | $177,341 | $0 | $0 | $0 | $1,817 | $0 | $8,459 | $0 | $20,547 | $0 | $208,164 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WHILE THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED CONTROL OVER THE DAY-TO-DAY MANAGEMENT DUTIES TO A THIRD PARTY ADMINISTRATOR. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE 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 11B | THE 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 19 | GOVERNING 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UNITED FOOD & COMMERCIAL WORKERS & EMPRS MW PENSION FUND | |||||||||
| 18861 90TH AVE SUITE A | MOKENA | IL | 60448 | 366508328 | RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS | IL | 501(A) | N/A | 0 |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 881 | |||||||||
| CONTRIBUTING EMPLOYER | 0 | ||||||||
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 1546 | |||||||||
| CONTRIBUTING EMPLOYER | 0 | ||||||||
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 536 | |||||||||
| CONTRIBUTING EMPLOYER | 0 | ||||||||
| UNITED STEEL WORKERS OF AMERICA LOCAL 6787 | |||||||||
| CONTRIBUTING EMPLOYER | 0 | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (51 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| APPLE MARKET | |
| CONTRIBUTING EMPLOYER | 0 |
| ARAMARK UNIFORM SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| ARLINGTON GOURMET MKT | |
| CONTRIBUTING EMPLOYER | 0 |
| ARMITAGE HARDWARE & BLDG SUPPLY | |
| CONTRIBUTING EMPLOYER | 0 |
| ASCOT MEATS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| C & F PACKING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| CP MEAT MARKET | |
| CONTRIBUTING EMPLOYER | 0 |
| CONSUMER'S PACKING | |
| CONTRIBUTING EMPLOYER | 0 |
| D & D FINER FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| D & S INC | |
| CONTRIBUTING EMPLOYER | 0 |
| D & S MEAT MARKET | |
| CONTRIBUTING EMPLOYER | 0 |
| DARLING INTERNATIONAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DISCOUNT MEATS | |
| CONTRIBUTING EMPLOYER | 0 |
| DOMANI CNSTRCTN & DVLPMNT INC | |
| CONTRIBUTING EMPLOYER | 0 |
| FELICIA'S | |
| CONTRIBUTING EMPLOYER | 0 |
| GLENVIEW GOURMET MEATS | |
| CONTRIBUTING EMPLOYER | 0 |
| GREAT WESTERN BEEF | |
| CONTRIBUTING EMPLOYER | 0 |
| HADDADS SUPERMARKET PEORIA | |
| CONTRIBUTING EMPLOYER | 0 |
| HAPPY FOODS 1546 | |
| CONTRIBUTING EMPLOYER | 0 |
| INDIANA GROCERY GROUP MWST | |
| CONTRIBUTING EMPLOYER | 0 |
| INTERNATIONAL MEAT CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JT AMUSEMENTS LTD | |
| CONTRIBUTING EMPLOYER | 0 |
| JACK & PAT'S CERT INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KINGDOM FARMS | |
| CONTRIBUTING EMPLOYER | 0 |
| KRAMER FOODS 1546 | |
| CONTRIBUTING EMPLOYER | 0 |
| MIKE'S MEAT MARKET | |
| CONTRIBUTING EMPLOYER | 0 |
| MINELLI DELI & MEATS | |
| CONTRIBUTING EMPLOYER | 0 |
| MR BEEF | |
| CONTRIBUTING EMPLOYER | 0 |
| MURPHY TAX & ACCOUNTING LTD | |
| CONTRIBUTING EMPLOYER | 0 |
| NAPERVILLE MEAT MARKET | |
| CONTRIBUTING EMPLOYER | 0 |
| ONE STOP FOOD & LIQUORS | |
| CONTRIBUTING EMPLOYER | 0 |
| ORCHARD PRIME MEATS | |
| CONTRIBUTING EMPLOYER | 0 |
| P & V CATERING | |
| CONTRIBUTING EMPLOYER | 0 |
| PAULINA MARKET | |
| CONTRIBUTING EMPLOYER | 0 |
| PERSONAL CHEF SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| POTASH BROTHERS | |
| CONTRIBUTING EMPLOYER | 0 |
| PRIME'N TENDER MEATS | |
| CONTRIBUTING EMPLOYER | 0 |
| RABER PACKING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| RIVERSIDE FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| SNN INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SEGAL ADVISORS | |
| CONTRIBUTING EMPLOYER | 0 |
| SMALL TOWN DREAMS | |
| CONTRIBUTING EMPLOYER | 0 |
| STRACK-ULTRA MWST | |
| CONTRIBUTING EMPLOYER | 0 |
| SULLIVANS PROVISIONS | |
| CONTRIBUTING EMPLOYER | 0 |
| SUNSET FOOD MART (HIGHLAND PARK) | |
| CONTRIBUTING EMPLOYER | 0 |
| TED'S AUTO CLINIC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNFI (AKA SUPERVALU) | |
| CONTRIBUTING EMPLOYER | 0 |
| WELCH'S STOP & SHOP | |
| CONTRIBUTING EMPLOYER | 0 |
| WHEATON MEAT CO | |
| CONTRIBUTING EMPLOYER | 0 |
| WINSTON'S SAUSAGE | |
| CONTRIBUTING EMPLOYER | 0 |
| ZENITH AMERICAN SOLUTIONS | |
| CONTRIBUTING EMPLOYER | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |