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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

FieldValueIRS element (for citing)
Return2025-09-09T11:12:23-05:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

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 STE 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

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
Phone6302886868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11431 OPUS PLACE 350AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE POWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6302886868PhoneNum
Signature2025-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG RESCHPreparerPersonNm
PTINP00844633PTIN
Phone3123680500PhoneNum
Preparation2025-09-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE POWELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11431 OPUS PLACE 350AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,417,960GrossReceiptsAmt
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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
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$12,919,110PYProgramServiceRevenueAmt
CY Program Service Revenue$13,378,662CYProgramServiceRevenueAmt
PY Investment Income$275,743PYInvestmentIncomeAmt
CY Investment Income$734,600CYInvestmentIncomeAmt
PY Other Revenue$888,913PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$14,083,766PYTotalRevenueAmt
CY Total Revenue$14,113,262CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$13,792,584PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$14,472,019CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$385,080PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,360,750PYOtherExpensesAmt
CY Other Expenses$2,075,887CYOtherExpensesAmt
PY Total Expenses$15,538,414PYTotalExpensesAmt
CY Total Expenses$16,547,906CYTotalExpensesAmt
PY Revenues Less Expenses-$1,454,648PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,434,644CYRevenuesLessExpensesAmt
Total Assets BOY$16,115,999TotalAssetsBOYAmt
Total Assets EOY$14,326,128TotalAssetsEOYAmt
Total Liabilities BOY$1,672,353TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,139,797TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,443,646NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,186,331NetAssetsOrFundBalancesEOYAmt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
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 Line1WILSON-MCSHANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6302886868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11431 OPUS PL SUITE 350AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

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$191,528$29,085
STEVEN M POWELL
TRUSTEE1.0040.00Yes (X)$0$280,804$29,880
MARIO MARIN
TRUSTEE- NEW1.0040.00Yes (X)$0$121,300$27,865
WILLIAM R SEEHAFER
TRUSTEE1.00Yes (X)$0$0$0
DEREK KINNEY
TRUSTEE1.00Yes (X)$0$0$0
JONATHAN WILLIGMAN
TRUSTEE-PAST1.0040.00Yes (X)$0$179,158$29,006
BRIAN JORDAN
TRUSTEE-PAST1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$772,790TotReportableCompRltdOrgAmt
Total Other Compensation$115,836TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
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
BENESYS INC
700 TOWER DRIVE SUITE 300TROYMI48098THIRD PARTY ADMINISTRATOR$341,114
MEDICAL INSURANCE CONSULTING GROUP INC
4949 N WESTERN AVENUECHICAGOIL60625MEDICAL CONSULTING$233,025
THE SEGAL COMPANY
101 N WACKER DRIVECHICAGOIL60606ACTUARIAL SERVICES$185,949
REINHART BOERNER VAN DEUREN SC
223 S WACKER DR SUITE 9400CHICAGOIL60606LEGAL SERVICES$126,612
LEGACY PROFESSIONALS LLP
4 WESTBROOK CORPORATE CENTER STE 7WESTCHESTERIL60154ACCOUNTING SERVICES$121,666
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$12,876,235$12,876,235
PRESCRIPTION DRUG REBATES900099$480,643$480,643
PARTICIPANT CONTRIBUTIONS900099$21,784$21,784
FieldValueIRS element (for citing)
Total Program Service Revenue$13,378,662TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,912TotalRevenueColumnAmt
Exclusion$248,912ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,790,386SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,304,698SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$485,688SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$485,688TotalRevenueColumnAmt
Exclusion$485,688ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,113,262TotalRevenueColumnAmt
Related Or Exempt Func Income$13,378,662RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$734,600ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$14,472,019TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$457,055TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$254,402TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$107,488TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,996TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$331,312TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,676TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,820TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$104,401TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CHANGE IN ACCRUED PENSI$635,476
WITHDRAWAL LIABILITY IN$96,812
MISCELLANEOUS$26,770
BANK FEES$9,448

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,231TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,547,906TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$981,625BOYAmt
EOY$4,175,798EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$174,590BOYAmt
EOY$125,694EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,659,630BOYAmt
EOY$1,853,430EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,299,285BOYAmt
EOY$8,171,206EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$869BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,115,999BOYAmt
EOY$14,326,128EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$155,207BOYAmt
EOY$46,315EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,517,146BOYAmt
EOY$2,093,482EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,672,353BOYAmt
EOY$2,139,797EOYAmt
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$14,443,646BOYAmt
EOY$12,186,331EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,443,646BOYAmt
EOY$12,186,331EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,115,999BOYAmt
EOY$14,326,128EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,434,644ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$177,329NetUnrlzdGainsLossesInvstAmt
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$1,458,875
ACCRUED PENSION LIABILITY$634,607
FieldValueIRS element (for citing)
Total Liability$2,093,482TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,257,595TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$177,329NetUnrealizedGainsInvstAmt
Revenue Not Reported$177,329RevenueNotReportedAmt
Revenue Subtotal$14,080,266RevenueSubtotalAmt
Investment Expenses Not Incld$32,996InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$32,996RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,113,262TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,514,910TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$16,514,910ExpensesSubtotalAmt
Investment Expenses Not Incld2$32,996InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$32,996ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,547,906TotalExpensesPerForm990Amt

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$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 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 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 (5 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (51 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
APPLE MARKET
CONTRIBUTING EMPLOYER0
ARAMARK UNIFORM SERVICES
CONTRIBUTING EMPLOYER0
ARLINGTON GOURMET MKT
CONTRIBUTING EMPLOYER0
ARMITAGE HARDWARE & BLDG SUPPLY
CONTRIBUTING EMPLOYER0
ASCOT MEATS INC
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
FELICIA'S
CONTRIBUTING EMPLOYER0
GLENVIEW GOURMET MEATS
CONTRIBUTING EMPLOYER0
GREAT WESTERN BEEF
CONTRIBUTING EMPLOYER0
HADDADS SUPERMARKET PEORIA
CONTRIBUTING EMPLOYER0
HAPPY FOODS 1546
CONTRIBUTING EMPLOYER0
INDIANA GROCERY GROUP MWST
CONTRIBUTING EMPLOYER0
INTERNATIONAL MEAT CO INC
CONTRIBUTING EMPLOYER0
JT AMUSEMENTS LTD
CONTRIBUTING EMPLOYER0
JACK & PAT'S CERT INC
CONTRIBUTING EMPLOYER0
KINGDOM FARMS
CONTRIBUTING EMPLOYER0
KRAMER FOODS 1546
CONTRIBUTING EMPLOYER0
MIKE'S MEAT MARKET
CONTRIBUTING EMPLOYER0
MINELLI DELI & MEATS
CONTRIBUTING EMPLOYER0
MR BEEF
CONTRIBUTING EMPLOYER0
MURPHY TAX & ACCOUNTING 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
POTASH BROTHERS
CONTRIBUTING EMPLOYER0
PRIME'N TENDER MEATS
CONTRIBUTING EMPLOYER0
RABER PACKING CO
CONTRIBUTING EMPLOYER0
RIVERSIDE FOODS
CONTRIBUTING EMPLOYER0
SNN INC
CONTRIBUTING EMPLOYER0
SEGAL ADVISORS
CONTRIBUTING EMPLOYER0
SMALL TOWN DREAMS
CONTRIBUTING EMPLOYER0
STRACK-ULTRA MWST
CONTRIBUTING EMPLOYER0
SULLIVANS PROVISIONS
CONTRIBUTING EMPLOYER0
SUNSET FOOD MART (HIGHLAND PARK)
CONTRIBUTING EMPLOYER0
TED'S AUTO CLINIC
CONTRIBUTING EMPLOYER0
UNFI (AKA SUPERVALU)
CONTRIBUTING EMPLOYER0
WELCH'S STOP & SHOP
CONTRIBUTING EMPLOYER0
WHEATON MEAT CO
CONTRIBUTING EMPLOYER0
WINSTON'S SAUSAGE
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