UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND (EIN 95-2301788)
Tax period: 2015-04-01 to 2016-03-31
Filed: 2017-02-15
IRS object ID: 201730469349302403
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-02-15T12:51:34-06:00	ReturnTs
Tax Period End	2016-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	300702322	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HEMMING MORSE CPA'S AND CONSULTANTS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 BOVET ROAD SUITE 600	AddressLine1Txt
City	SAN MATEO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94402	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	952301788	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED FOOD & COMMERCIAL WORKERS UNIONS	BusinessNameLine1Txt
Business Name Line2	& FOOD EMPLOYERS BENEFIT FUND	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	7142202297	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6425 KATELLA AVE	AddressLine1Txt
City	CYPRESS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90630	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TRUSTEE TRUSTEE	PersonNm
Person Title	ADMINISTRATOR	PersonTitleTxt
Phone	7142202297	PhoneNum
Signature	2017-02-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
PTIN	P00739466	PTIN
Phone	4158364000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6425 KATELLA AVE	AddressLine1Txt
City	CYPRESS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90630	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,966,202,470	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1964	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	10	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	$595,460,938	PYProgramServiceRevenueAmt
CY Program Service Revenue	$596,158,638	CYProgramServiceRevenueAmt
PY Investment Income	$1,969,404	PYInvestmentIncomeAmt
CY Investment Income	$1,567,887	CYInvestmentIncomeAmt
PY Other Revenue	$5,130,528	PYOtherRevenueAmt
CY Other Revenue	$4,009,044	CYOtherRevenueAmt
PY Total Revenue	$602,560,870	PYTotalRevenueAmt
CY Total Revenue	$601,735,569	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$551,405,444	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$560,250,512	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	$33,440,583	PYOtherExpensesAmt
CY Other Expenses	$32,054,187	CYOtherExpensesAmt
PY Total Expenses	$584,846,027	PYTotalExpensesAmt
CY Total Expenses	$592,304,699	CYTotalExpensesAmt
PY Revenues Less Expenses	$17,714,843	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$9,430,870	CYRevenuesLessExpensesAmt
Total Assets BOY	$332,120,917	TotalAssetsBOYAmt
Total Assets EOY	$342,420,138	TotalAssetsEOYAmt
Total Liabilities BOY	$143,860,818	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$142,686,786	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$188,260,099	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$199,733,352	NetAssetsOrFundBalancesEOYAmt
Mission	NONE	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	THE PLAN IS A MULTI-EMPLOYER WELFARE BENEFIT PLAN PROVIDING HOSPITAL, MEDICAL, PSYCHIATRIC, PREVENTIVE MEDICINE, DENTAL ORTHODONTIA, PRESCRIPTION DRUG, DEATH, INDUSTRY VACATION AND VISION CARE BENEFITS	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	0	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	8363	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
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	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	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	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	RON SCHOEN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7142202297	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6425 KATELLA AVENUE	AddressLine1Txt
City	CYPRESS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90630	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
GREG CONGER
TRUSTEE	5.00	Yes (X)	$0	$0	$0
RICARDO ICAZA
TRUSTEE	5.00	Yes (X)	$0	$0	$0
RICK BRUER
TRUSTEE	5.00	Yes (X)	$0	$0	$0
MARK RAMOS
TRUSTEE	5.00	Yes (X)	$0	$0	$0
MICHAEL KASPARIAN
TRUSTEE	5.00	Yes (X)	$0	$0	$0
MICHAEL STRAETER
TRUSTEE	5.00	Yes (X)	$0	$0	$0
KATHLEEN A FINAZZO
TRUSTEE	5.00	Yes (X)	$0	$0	$0
FRANK JORGENSEN
TRUSTEE	5.00	Yes (X)	$0	$0	$0
BRENT BOHN
TRUSTEE	5.00	Yes (X)	$0	$0	$0
LEROY WESTMORELAND
TRUSTEE	5.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	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
SC UFCW ADMINISTRATION LLC
6425 KATELLA AVE	CYPRESS	CA	90630	CONTRACT ADMINISTRATOR	$18,613,022
BLUE CROSS OF CALIFORNIA
DEPT 5812	LOS ANGELES	CA	90074	CONSULTANT	$4,500,023
HEALTH MANAGEMENT CONCEPTS
181 COMMODORE DR	JUPITER	FL	33477	CONSULTANT	$2,312,607
SAFEWAY HEALTH INC
PO BOX 742820	LOS ANGELES	CA	90074	CONSULTANT	$825,123
THE SEGAL COMPANY
100 MONTGOMERY STREET SUITE 500	SAN FRANCISCO	CA	94104	CONSULTANT	$555,449

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	15	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$540,229,548	$540,229,548
PARTICIPANT CONT.	900099	$55,929,090	$55,929,090

Field	Value	IRS element (for citing)
Total Program Service Revenue	$596,158,638	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,803,917	TotalRevenueColumnAmt
Exclusion	$2,803,917	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,363,230,871	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,364,466,901	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$1,236,030	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,236,030	TotalRevenueColumnAmt
Exclusion	-$1,236,030	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE PART D SUBSIDY	900099	$3,975,361	$3,975,361
OTHER INCOME	900099	$33,683	$33,683

Field	Value	IRS element (for citing)
Other Revenue Total	$4,009,044	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$601,735,569	TotalRevenueColumnAmt
Related Or Exempt Func Income	$600,167,682	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,567,887	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$560,250,512	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$18,613,022	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$742,856	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$74,613	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$365,290	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$50,427	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$264,942	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
COST CONTAINMENT FEES	$6,485,800
BENEFIT CONSULTING	$1,371,730
ACTUARIAL CONSULTANTS	$962,883
MARKET PRICE DRUG PROGR	$825,123

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,297,501	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$592,304,699	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$43,239,399	BOYAmt
EOY	$60,344,080	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$51,385,628	BOYAmt
EOY	$42,960,908	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$247,349	BOYAmt
EOY	$195,757	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$155,634,249	BOYAmt
EOY	$156,327,721	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$80,133,934	BOYAmt
EOY	$80,904,551	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,480,358	BOYAmt
EOY	$1,687,121	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$332,120,917	BOYAmt
EOY	$342,420,138	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$502,609	BOYAmt
EOY	$581,814	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$143,358,209	BOYAmt
EOY	$142,104,972	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$143,860,818	BOYAmt
EOY	$142,686,786	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

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	$188,260,099	BOYAmt
EOY	$199,733,352	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$188,260,099	BOYAmt
EOY	$199,733,352	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$332,120,917	BOYAmt
EOY	$342,420,138	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$9,430,870	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,042,383	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

Field	Value	IRS element (for citing)
Desc	LIMITED PARTNERSHIP	Desc
Book Value	$80,904,551	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$80,904,551	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
GROUP INSURANCE PREMIUMS AND CLAIMS PAYABLE	$82,301,684
CLAIMS INCURRED BUT NOT REPORTED	$34,607,000
ANCILLARY AWARDS AND GRANTS NOT USED	$300,000
CASH - OPERATING ACCOUNTS (OVERDRAFT)	$4,031,988
LIABILITY TO RETURN COLLATERAL FOR SECURITY ON LOAN	$11,951,753
DUE TO OTHER TRUST FUNDS AND LLC	$8,912,547

Field	Value	IRS element (for citing)
Total Liability	$142,104,972	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$603,777,952	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,042,383	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,042,383	RevenueNotReportedAmt
Revenue Subtotal	$601,735,569	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$601,735,569	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$592,304,699	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$592,304,699	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$592,304,699	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE ENTITY BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE ENTITY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO MARCH 31, 2013.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C	THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Controlled OrganizationControlledOrganizationInd
SO CA UFCW UNIONS & FOOD EMPLOYERS JOINT PENSION TRUST FUND
6425 KATELLA AVENUE	CYPRESS	CA	90630	951939092	TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS	CA	401A	0
SO CA UNITED FOOD & COMM WORKERS UNIONS & FOOD EMPOYERS INDIV ACCT
6425 KATELLA AVENUE	CYPRESS	CA	90630	330548757	TO PROVIDE ANNUITY PENSION BENEFITS TO ELIGBLE PARTICIPANTS	CA	401A	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	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, PART IV, LINE 34	FormAndLineReferenceDesc
Explanation	SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTIONS EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. ALBERTSONS BLEIWEISS COMMUNICATIONS BRIDGFORD FOODS DIAMOND BAKERY GELSONS MARKET J J GRACE INC. KEILS FOOD STORES MONTECITO VILLAGE GROCERS PADA SUSHI PADA SUSHI - BILLS GO TO RALPHS GROCERY CO. RALPH MODUGNO RANCHO FEDERAL CREDIT UNION NAGATANIEN RS FOODS LLC DBA RED SHELL FOODS RICE GARDEN SAVEMART SUPERMARKETS SMITH'S BAKERIES STATE FISH STATER BROS MARKETS SUPER A FOODS UFCW TRUST FUND UFCW LOCAL 135 UFCW LOCAL 324 UFCW LOCAL 770 UFCW LOCAL 8 - GOLDEN STATE UFCW REGION 8 STATES COUNCIL UFCW LOCAL 1167 UFCW LOCAL 1428 UFCW LOCAL 1442 VICENTE FOODS VONS GROCERY CO.	ExplanationTxt