UFCW & EMPLOYERS BENEFIT TRUST FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UFCW & EMPLOYERS BENEFIT TRUST FUND (EIN 94-6078804)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349302649
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T14:44:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946078804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW & EMPLOYERS BENEFIT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UFCW | BusinessNameControlTxt |
| Phone | 9257467530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BURNETT AVENUE SUITE 110 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUES S LOVEALL | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9257467530 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM HUNWARDSEN CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACQUES S LOVEALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BURNETT AVENUE SUITE 110 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $916,768,659 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 7738 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $18,263,334 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $516,173,164 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $501,102,516 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,673,184 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,263,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,191,202 | PYOtherRevenueAmt |
| CY Other Revenue | $1,963,525 | CYOtherRevenueAmt |
| PY Total Revenue | $529,037,550 | PYTotalRevenueAmt |
| CY Total Revenue | $521,329,375 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $485,818,471 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $517,661,921 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | 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 | $33,307,853 | PYOtherExpensesAmt |
| CY Other Expenses | $33,661,913 | CYOtherExpensesAmt |
| PY Total Expenses | $519,126,324 | PYTotalExpensesAmt |
| CY Total Expenses | $551,323,834 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,911,226 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,994,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $565,423,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $569,190,872 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,225,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,501,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $448,197,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $436,689,086 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 39,295 ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS. | 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 | Yes (1) | 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 | 1321 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7738 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | 0 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSE GLAVES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9254901227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BURNETT AVENUE SUITE 110 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JACQUES S LOVEALL | |||||||
| CHAIR | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $301,457 | $33,162 |
| PENNY SCHUMACHER | |||||||
| SECRETARY | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TARA LOCASO | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN SEARS | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH AMBROSI | |||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FRAHM | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $196,465 | $15,105 | |
| JOHN HEISE | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $186,495 | $24,645 | |
| DANIEL LARSON | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $124,092 | $31,523 | |
| KIRK L VOGT | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $273,593 | $24,645 | |
| OSCAR OROZCO | |||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $161,913 | $14,978 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,244,015 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $144,058 | 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 |
|---|---|---|---|---|---|
| UFCW GROUP ADMINISTRATION LLC | |||||
| 1000 BURNETT AVE 110 | CONCORD | CA | 94520 | CONTRACT ADMINISTRATOR | $16,928,470 |
| BLUE SHIELD OF CALIFORNIA | |||||
| 4207 TOWN CENTER BLVD | EL DORADO HILLS | CA | 95762 | HEALTHCARE ADMINISTRATION | $3,711,122 |
| SOLIDARITUS | |||||
| 1025 CONNECTICUT AVE NW SUITE 907 | WASHINGTON | DC | 20036 | HEALTHCARE ADMINISTRATION | $909,569 |
| DELTA DENTAL | |||||
| 560 MISSION ST 1300 | SAN FRANCISCO | CA | 94105 | HEALTHCARE ADMINISTRATION | $865,404 |
| ENVISION RX (ELIXIR RX) | |||||
| 7835 FREEDOM AVE NW | NORTH CANTON | OH | 44720 | HEALTHCARE ADMINISTRATION | $821,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $460,738,555 | $460,738,555 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $40,363,961 | $40,363,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $501,102,516 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,282,006 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,282,006 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $408,420,612 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $395,439,284 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,981,328 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,981,328 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,981,328 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,963,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,963,525 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,963,525 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $521,329,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $503,066,041 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,263,334 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,661,921 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,928,470 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,271 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,169 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,913,704 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,714,843 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523,693 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,340 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,152 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTHCARE ADMINISTRATI | $8,615,359 |
| PATIENT CARE OUTCOME RE | $213,952 |
| COMMUNICATION SERVICES | $103,470 |
| STAFF RELATED EXPENSE | $37,422 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,323,834 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,783,374 | BOYAmt |
| EOY | $43,410,249 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,044,515 | BOYAmt |
| EOY | $38,171,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,507 | BOYAmt |
| EOY | $502,882 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,464,005 | BOYAmt |
| EOY | $100,339,734 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,228,155 | BOYAmt |
| EOY | $379,834,511 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,868,498 | BOYAmt |
| EOY | $6,931,804 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,423,054 | BOYAmt |
| EOY | $569,190,872 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,863 | BOYAmt |
| EOY | $618,505 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,334,514 | BOYAmt |
| EOY | $131,883,281 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,225,377 | BOYAmt |
| EOY | $132,501,786 | 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 | $448,197,677 | BOYAmt |
| EOY | $436,689,086 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,197,677 | BOYAmt |
| EOY | $436,689,086 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,423,054 | BOYAmt |
| EOY | $569,190,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$29,994,459 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,485,868 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $68,657,137 | F |
| REAL ESTATE | $9,600,224 | F |
| LIMITED PARTNERSHIP | $123,826,532 | F |
| POOLED SEPARATE ACCOUNT | $44,818,902 | F |
| OTHER- PRIVATE TRUST | $45,647,145 | F |
| RCM CONSTRUCTION MBS OPPORTUNITIES | $67,825,400 | F |
| OTHER- INVESTMENT TRUST | $19,459,171 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $379,834,511 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| GROUP INSURANCE PREMIUMS PAYABLE | $30,093,519 |
| SELF-FUNDED BENEFIT CLAIMS PAYABLE | $64,002,650 |
| CLAIMS INCURRED BUT NOT REPORTED | $35,210,707 |
| DUE TO OTHER TRUST FUNDS | $2,502,556 |
| OTHER LIABILITIES | $33,537 |
| DUE TO BROKER | $40,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $131,883,281 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $537,901,539 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,485,868 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $18,485,868 | RevenueNotReportedAmt |
| Revenue Subtotal | $519,415,671 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,913,704 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,913,704 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $521,329,375 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $532,327,865 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $532,327,865 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,913,704 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $17,082,265 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,995,969 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $551,323,834 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN NET BENEFIT OBLIGATIONS 17,082,265. |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACQUES S LOVEALL | ||||||||||||||
| CHAIR | $0 | $262,283 | $0 | $2,500 | $0 | $36,674 | $0 | $16,331 | $0 | $16,831 | $0 | $334,619 | $0 | $0 |
| KIRK L VOGT | ||||||||||||||
| TRUSTEE | $0 | $238,877 | $0 | $2,500 | $0 | $32,216 | $0 | $7,814 | $0 | $16,831 | $0 | $298,238 | $0 | $0 |
| JOHN FRAHM | ||||||||||||||
| TRUSTEE | $0 | $191,265 | $0 | $0 | $0 | $5,200 | $0 | $0 | $0 | $15,105 | $0 | $211,570 | $0 | $0 |
| JOHN HEISE | ||||||||||||||
| TRUSTEE | $0 | $179,160 | $0 | $2,500 | $0 | $4,835 | $0 | $7,814 | $0 | $16,831 | $0 | $211,140 | $0 | $0 |
| OSCAR OROZCO | ||||||||||||||
| TRUSTEE | $0 | $133,313 | $0 | $0 | $0 | $28,600 | $0 | $0 | $0 | $14,978 | $0 | $176,891 | $0 | $0 |
| DANIEL LARSON | ||||||||||||||
| TRUSTEE | $0 | $124,092 | $0 | $0 | $0 | $0 | $0 | $11,493 | $0 | $20,030 | $0 | $155,615 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF THE OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UFCW GROUP ADMINISTRATION LLC. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD VOTES TO GIVE AUTHORITY TO THE CHAIR, CO-CHAIR AND SECRETARY TO REVIEW INITIALLY, PRIOR TO SUBMISSION, WITH THE BOARD REVIEWING AFTERWARDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST. |
| FORM 990, PART VII, SECTION A | TARA LOCASO, KEVIN SEARS AND PENNY SCHUMACHER ARE EMPLOYEES OF CONTRIBUTING EMPLOYER OR SPONSORING EMPLOYER ORGANIZATIONS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATION, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH, UNDER THE VOLUNTEER EXCEPTION COMPENSATION PAID BY THOSE RELATED ORGANIZATIONS IS OMITTED. THE REMAINING TRUSTEES ARE CURRENT OR FORMER EMPLOYEES OF THE SPONSORING UNIONS WHICH ARE CONSIDERED RELATED ORGANIZATIONS PER SCHEDULE R DEFINITION. CURRENT EMPLOYEE COMPENSATION PROVIDED BY THE SPONSORING UNION IS REPORTED IN PART VII. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UFCW NORTHERN CALIFORNIA EMPLOYERS JOINT PENSION PLAN | |||||||||
| 1000 BURNETT AVENUE SUITE 110 | CONCORD | CA | 94520 | 946313554 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | N/A | 0 |
| UFCW NORTHERN CALIFORNIA EMPLOYERS INDIVIDUAL ACCOUNT PLAN | |||||||||
| 1000 BURNETT AVENUE SUITE 110 | CONCORD | CA | 94520 | 680161773 | TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | N/A | 0 |
| UFCW LOCAL 5 | |||||||||
| UFCW LOCAL 5 SPUR | |||||||||
| UFCW 8 - GOLDEN STATE | |||||||||
| UFCW UNION LOCAL 648 | |||||||||
| UFCW UNION LOCAL 648 SPUR | |||||||||
| UFCW REGION 8 STATES COUNCIL | |||||||||
| UFCW 8 - GOLDEN STATE SPUR | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| SWAN CO LLC |
| DAVIS COWELL & BOWE LLP |
| GROUP ADMINISTRATION LLC CONCORD |
| GROUP ADMINISTRATION LLC ROSEVILLE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (83 entries)
| 2040 FAIRFAX INC |
| A R PAPE INC |
| ALEX-KAY ENTERPRISES INC |
| ALS FOOD MARKET |
| BIANCHINIS MARKET |
| BIMBO BAKERIES USA |
| BRYANS QUALITY MEATS |
| CALIFORNIA COMMUNITY CREDIT UNION |
| CALIFORNIA SHELLFISH CO |
| CAL-MART INC |
| CASCADE PAINT SUPPLY |
| CENTRAL DRUG COMPANY |
| CORTI BROTHERS INC |
| COST LESS FOOD COMPANY - OAKDALE #6 |
| COST LESS FOOD COMPANY - CERES #7 |
| COST LESS FOOD COMPANY - JACKSON #8 |
| COST LESS FOOD COMPANY - MODESTO WEST #9 |
| COST LESS FOOD COMPANY - MODESTO EAST #10 |
| DEHOFF ENTERPRISES INC |
| DELUXE FOODS |
| DIABLO FOODS |
| DMLS INC |
| DRAEGER'S SUPERMARKET INC |
| FOG CITY FOODS LLC |
| FOODVILLE INC |
| FRESH MARKET GROCERY INC |
| FRESNO MADERA KINGS & TULARE COUNTIES BLDG CONST |
| GROCERY OUTLET INC |
| GROVE MARKET |
| GUERRA QUALITY MEATS INC |
| HARVEST MARKET INC |
| ITALIAN AMERICAN PASTRY CO INC |
| J & J CHECK CASHING |
| JUG SHOP INC |
| LIVINGSTON LIBERTY MARKET #3 |
| DELHI LIBERTY MARKET #4 |
| LUNARDI FOODS |
| LUNARDI'S SUPERMARKET |
| MALFRAN INC |
| MAR-VAL FOOD STORES #4 |
| MAR-VAL FOOD STORES #6 |
| MAR-VAL FOOD STORES #7 |
| MAR-VAL FOOD STORES #8 |
| MAR-VAL FOOD STORES #9 DBA GENE'S FINE FOOD |
| MCBRIDE & SHAW INC |
| MILL VALLEY MARKET |
| MODESTO FOODS DISTRIBUTORS INC |
| MOLLIE STONES - SITE 1 |
| MOLLIE STONES - SITE 2 |
| MOLLIE STONES - SITE 3 |
| MOLLIE STONES - SITE 4 |
| MOLLIE STONES - SITE 5 |
| MOLLIE STONES - SITE 6 |
| MOLLIE STONES - SITE 7 |
| MOLLIE STONES - SITE 8 |
| MOLLIE STONES - SITE 9 |
| MR LIQUOR |
| NOVATO FOODS |
| PEERLESS COFFEE & TEA |
| JP FOODS INC |
| PIAZZA'S FINE FOODS INC |
| PIEDMONT GROCERY CO |
| POR NIMA INC |
| PURITY SUPERMARKET |
| RALEY'S SUPERMARKET |
| BEL AIR |
| NOB HILL FOODS |
| S P D MARKETS INC - NEVADA CITY |
| S P D MARKETS INC - GRASS VALLEY |
| SAFEAMERICA |
| SAFEWAY NOR CAL |
| SAFEWAY - VONS |
| SAVE MART |
| SCOTTYS MARKET |
| SEE'S CANDIES |
| SUNSHINE CENTER PHARMACY |
| THE MEAT MARKET |
| TORGSYN GIFTS & CIGAR |
| TRI-WAY FREEZER MEATS |
| UNITED LOCAL CREDIT UNION |
| UNITED MARKETS |
| UNITED MARKETS DELI |
| VILLAGE MARKET |
| 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |