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U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND (EIN 36-2440523)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-06-22
IRS object ID
201711739349300021
Schema version
2015v3.0
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)
Return2017-06-22T12:04:27-05:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

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 Line1311 S WACKER DRIVE STE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

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
Phone8473847000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19801 WEST HIGGINS ROAD NO 500AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT NIKSAPersonNm
Person TitleADMINISTRATORPersonTitleTxt
Phone8473847000PhoneNum
Signature2017-06-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG RESCHPreparerPersonNm
PTINP00844633PTIN
Phone3123680500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT NIKSAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19801 WEST HIGGINS ROAD NO 500AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,270,559GrossReceiptsAmt
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 Employee52TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$27,449,089PYProgramServiceRevenueAmt
CY Program Service Revenue$28,019,352CYProgramServiceRevenueAmt
PY Investment Income$725,589PYInvestmentIncomeAmt
CY Investment Income$341,873CYInvestmentIncomeAmt
PY Other Revenue$50,109PYOtherRevenueAmt
CY Other Revenue$25,059CYOtherRevenueAmt
PY Total Revenue$28,224,787PYTotalRevenueAmt
CY Total Revenue$28,386,284CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$31,120,908PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$24,548,491CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,726,283PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,572,555CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,002,676PYOtherExpensesAmt
CY Other Expenses$2,025,088CYOtherExpensesAmt
PY Total Expenses$37,849,867PYTotalExpensesAmt
CY Total Expenses$31,146,134CYTotalExpensesAmt
PY Revenues Less Expenses-$9,625,080PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,759,850CYRevenuesLessExpensesAmt
Total Assets BOY$23,592,511TotalAssetsBOYAmt
Total Assets EOY$20,576,817TotalAssetsEOYAmt
Total Liabilities BOY$1,140,701TotalLiabilitiesBOYAmt
Total Liabilities EOY$811,358TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,451,810NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,765,459NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, DEATH AND DISABILITY 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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document513IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee52EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of 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 CEOYes (1)CompensationProcessCEOInd
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 Line1DAVID MINEAUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8473847000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19801 WEST HIGGINS ROAD SUITE 500AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN JORDAN
TRUSTEE3.00Yes (X)$0$0$0
KEVIN J BECKERLE
TRUSTEE3.00Yes (X)$0$0$0
DEREK KINNEY
TRUSTEE3.00Yes (X)$0$0$0
KENNETH R BOYD
TRUSTEE3.00Yes (X)$0$187,068$23,45055.00
STEVEN M POWELL
TRUSTEE3.00Yes (X)$0$247,188$21,76540.00
KENNETH URZEDOWSKI
TRUSTEE3.00Yes (X)$0$165,169$21,75245.00
ROBERT NIKSA
ADMINISTRATOR40.00$144,132$0$38,026Yes (X)
DAVID MINEAU
FINANCE DIRECTOR40.00$103,029$0$21,329Yes (X)
NANCY MAIZE
PENSION DIRECTOR40.00$104,592$0$35,827Yes (X)
CHRISTINE KLUK CAPONIGRI
HEALTH INFORMATION SERVICES DIRECTOR40.00$105,383$0$38,029Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$457,136TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$599,425TotReportableCompRltdOrgAmt
Total Other Compensation$200,178TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
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
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STCHICAGOIL60601PPO PROVIDER$1,201,600
LEGACY PROFESSIONALS LLP
311 SOUTH WACKER STE 4000CHICAGOIL60606AUDITOR$197,796
MEDICAL INSURANCE CONSULTING GROUP INC
4949 N WESTERN AVENUECHICAGOIL60625MEDICAL CONSULTANT$159,986
THE SEGAL COMPANY
101 N WACKER DR SUITE 500CHICAGOIL60606ACTUARY$140,000
WELLDYNE
7472 S TUCSON WAY 100ENGLEWOODCO80112PHARMACY BENEFIT MANAGER$125,049
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$25,307,043$25,307,043
REIMB EXP UFCW MW PENSION900099$2,112,778$2,112,778
REIMB EXPS UFCW CALUMET FUND900099$319,215$319,215
PARTICIPANT CONTRIBUTIONS900099$140,947$140,947
PRESCRIPTION DRUG REBATES900099$129,919$129,919

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,450TotalRevenueColumnAmt
Related Or Exempt Func Income$9,450RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$28,019,352TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$429,266TotalRevenueColumnAmt
Exclusion$429,266ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,796,882SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,884,275SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$87,393SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$87,393TotalRevenueColumnAmt
Exclusion-$87,393ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$25,059TotalRevenueColumnAmt
Exclusion$25,059ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$25,059OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,386,284TotalRevenueColumnAmt
Related Or Exempt Func Income$28,019,352RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$366,932ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$24,548,491TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$160,769TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,888,086TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$539,160TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$721,492TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$263,048TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$250,042TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,455TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$60,606TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$289,263TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$172,131TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$179,787TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$396,466TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$25,389TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$196,174TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$251,356TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
WEB CLAIMS SERVICE FEE$47,628
STORAGE OF DOCUMENTS$34,742
OTHER PERSONNEL COSTS$28,586
FEES MANDATED BY ACA$8,463

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$31,146,134TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$350,482BOYAmt
EOY$496,611EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,365,561BOYAmt
EOY$1,871,607EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,253,666BOYAmt
EOY$2,237,667EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$97,361BOYAmt
EOY$128,989EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$629,026LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$424,507LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$256,683BOYAmt
EOY$204,519EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,268,758BOYAmt
EOY$15,637,424EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,592,511BOYAmt
EOY$20,576,817EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$622,238BOYAmt
EOY$259,243EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$518,463BOYAmt
EOY$552,115EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,140,701BOYAmt
EOY$811,358EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$22,451,810BOYAmt
EOY$19,765,459EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,451,810BOYAmt
EOY$19,765,459EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,592,511BOYAmt
EOY$20,576,817EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,759,850ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$73,499NetUnrlzdGainsLossesInvstAmt
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$629,026OtherCostOrOtherBasisAmt
Depreciation$424,507DepreciationAmt
Book Value$204,519BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$204,519TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO PARTICIPANTS OF DEFERRED COMPENSATION PLANS$236,683
DEFERRED LEASE INCENTIVE$299,369
DUE TO BROKER - PENDING INVESTMENT TRADES$16,063
FieldValueIRS element (for citing)
Total Liability$552,115TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,276,949TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$73,499NetUnrealizedGainsInvstAmt
Revenue Not Reported$73,499RevenueNotReportedAmt
Revenue Subtotal$26,203,450RevenueSubtotalAmt
Investment Expenses Not Incld$60,606InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,122,228OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,182,834RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,386,284TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,963,300TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,963,300ExpensesSubtotalAmt
Investment Expenses Not Incld2$60,606InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,122,228OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,182,834ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$31,146,134TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED ADMIN EXPENSE - UFCW PENSION FUND 2,112,778. REIMBURSED ADMIN EXPENSE - UFCW STAFF PENSION FUND 9,450.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED ADMIN EXPENSE - UFCW PENSION FUND 2,112,778. REIMBURSED ADMIN EXPENSE - UFCW STAFF PENSION FUND 9,450.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
KENNETH R BOYD
TRUSTEE$0$187,068$0$0$0$0$0$8,583$0$14,867$0$210,518$0$0
STEVEN M POWELL
TRUSTEE$0$201,487$0$7,618$0$38,083$0$3,060$0$18,705$0$268,953$0$0
KENNETH URZEDOWSKI
TRUSTEE$0$165,169$0$0$0$0$0$8,145$0$13,607$0$186,921$0$0
ROBERT NIKSA
ADMINISTRATOR$144,132$0$0$0$0$0$27,993$0$10,033$0$182,158$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE J, PART II, COLUMN CRETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES THE INCREASE IN THE PRESENT VALUE OF A DEFINED BENEFIT PENSION PLAN FOR ROBERT NIKSA, NANCY MAIZE, CHRISTINE KLUK CAPONIGRI AND DAVID MINEAU AS DETERMINED BY THE FUND'S ACTUARY.
FORM 990, SCHEDULE J, PART II, COLUMN DNON-TAXABLE BENEFITS INCLUDE THE VALUE OF HEALTH AND WELFARE PREMIUMS PAID ON BEHALF OF THE INDIVIDUAL.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 11THE 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 B, LINE 15ASALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FUND OFFICE.

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 & COMMERICAL WORKERS & EMPRS MIDWEST PENSION FUND
9801 WEST HIGGINS ROADROSEMONTIL60018366508328RETIREMENT 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 & COMMERCIAL WORKERS LOCAL 536
CONTRIBUTING EMPLOYER0
UNITED STEEL WORKERS OF AMERICA LOCAL 6787
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (94 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
A & G LAUNDROMAT
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
ASCOT MEATS INC
CONTRIBUTING EMPLOYER0
ASHMANN PRESCRIPTIONS
CONTRIBUTING EMPLOYER0
ATHENA SCHOOL
CONTRIBUTING EMPLOYER0
BAJA SERVICES
CONTRIBUTING EMPLOYER0
BLUE GOOSE STORE
CONTRIBUTING EMPLOYER0
BUEDEL'S FOOD PRODUCTS
CONTRIBUTING EMPLOYER0
BUNGE FOODS
CONTRIBUTING EMPLOYER0
C & F PACKING CO
CONTRIBUTING EMPLOYER0
CP MEAT MARKET
CONTRIBUTING EMPLOYER0
CERTIFIED WAREHOUSE FOODS
CONTRIBUTING EMPLOYER0
CHASE UNIVERSAL SRVCS INC
CONTRIBUTING EMPLOYER0
CHIPAIN'S FINER FOODS
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
DE VRIES MEAT MARKET
CONTRIBUTING EMPLOYER0
DISCOUNT MEATS
CONTRIBUTING EMPLOYER0
DOMANI CNSTRCTN & DVLPMNT INC
CONTRIBUTING EMPLOYER0
ER SMITH ENTERPRISESINC
CONTRIBUTING EMPLOYER0
EGYPTIAN STATIONERS INC
CONTRIBUTING EMPLOYER0
ELEGANCE IN MEATS INC
CONTRIBUTING EMPLOYER0
EX-CEL CORNED BEEF INC
CONTRIBUTING EMPLOYER0
FARMER'S MARKET INC
CONTRIBUTING EMPLOYER0
FELICIA'S
CONTRIBUTING EMPLOYER0
FRESH LINE FOODS
CONTRIBUTING EMPLOYER0
GENE'S TIRE SERVICE INC
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
HARI LLC
CONTRIBUTING EMPLOYER0
HOLZKOPF'S MEAT
CONTRIBUTING EMPLOYER0
HOME FURNITURE LLC
CONTRIBUTING EMPLOYER0
HONEY BAKED HAM
CONTRIBUTING EMPLOYER0
ILL FD RET ASSN
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
LAKE AREA UNITED WAY
CONTRIBUTING EMPLOYER0
LEGACY HEALTHCARE
CONTRIBUTING EMPLOYER0
MARCO CONSULTING GROUP
CONTRIBUTING EMPLOYER0
MIKE'S MEAT MARKET
CONTRIBUTING EMPLOYER0
MILLER GROCERY MARKET LLC
CONTRIBUTING EMPLOYER0
MINELLI DELI & MEATS
CONTRIBUTING EMPLOYER0
MR BEEF
CONTRIBUTING EMPLOYER0
MR CKGK INC
CONTRIBUTING EMPLOYER0
MURPHY & ASSOCIATES LTD
CONTRIBUTING EMPLOYER0
NORTHWESTERN INDIANA
CONTRIBUTING EMPLOYER0
ONE STOP FOOD & LIQUORS
CONTRIBUTING EMPLOYER0
ONE STOP PACEMAKER
CONTRIBUTING EMPLOYER0
ORCHARD PRIME MEATS
CONTRIBUTING EMPLOYER0
P & V CATERING
CONTRIBUTING EMPLOYER0
PARAMOUNT TRUCK BODY
CONTRIBUTING EMPLOYER0
PARKSHORE MARKET LTD
CONTRIBUTING EMPLOYER0
PAULINA MARKET
CONTRIBUTING EMPLOYER0
PERSONAL CHEF SERVICES
CONTRIBUTING EMPLOYER0
PIATAK MEATS
CONTRIBUTING EMPLOYER0
POTASH BROTHERS
CONTRIBUTING EMPLOYER0
PRIME'N TENDER MEATS
CONTRIBUTING EMPLOYER0
RABER PACKING CO
CONTRIBUTING EMPLOYER0
RIVERSIDE FOODS
CONTRIBUTING EMPLOYER0
ROIN'S PRODUCE
CONTRIBUTING EMPLOYER0
RUSSO WHOLESALE
CONTRIBUTING EMPLOYER0
SNN INC
CONTRIBUTING EMPLOYER0
SAURO & ASSOC INC
CONTRIBUTING EMPLOYER0
SCHWEGEL'S MARKET
CONTRIBUTING EMPLOYER0
SHOELESS JOE'S
CONTRIBUTING EMPLOYER0
STEINBACH MEATS
CONTRIBUTING EMPLOYER0
STRACK-ULTRA
CONTRIBUTING EMPLOYER0
SUNSET FOOD MART
CONTRIBUTING EMPLOYER0
SUPERVALU
CONTRIBUTING EMPLOYER0
TED'S AUTO CLINIC
CONTRIBUTING EMPLOYER0
THE KROGER COMPANY
CONTRIBUTING EMPLOYER0
TRANSPORT PRODUCTION SYSTEMS
CONTRIBUTING EMPLOYER0
TREASURE ISLAND
CONTRIBUTING EMPLOYER0
TRISTATE SECURITY OF AMERICA
CONTRIBUTING EMPLOYER0
WELCH'S STOP & SHOP
CONTRIBUTING EMPLOYER0
WHEATON MEAT CO
CONTRIBUTING EMPLOYER0
WINSTON'S SAUSAGE
CONTRIBUTING EMPLOYER0
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
UNITED FOOD AND COMMERICAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
N$417,382
UNITED FOOD AND COMMERICAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
O$1,695,396
UNITED FOOD AND COMMERICAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
Q$2,248,395