2017-06-09T09:00:06-05:00 2016-07-31 350921680 CROWE HORWATH LLP 175 Powder Forest Drive Simsbury CT 060897902 990 2015-08-01 060844353 UFCW UNION LOCAL 919 &amp CONTRIBUTING EMPLoyeRS FOOD HEALTH &amp WELFARE F 919 8606778118 6 HYDE ROAD 2ND FLOOR FARMINGTON CT 060322830 Mark A Espinosa Trustee 2017-06-09 true Richard Buggy P00512316 8606789200 2015 2021-01-29 14:40:06Z ROGER BARRETTE 6 HYDE ROAD 2ND FLOOR FARMINGTON CT 060322830 26831645 false X N/A X 1967 CT PROVIDING ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH EMPLOYEE HEALTH AND WELFARE BENEFITS. 4 4 0 0 0 0 0 27166921 26768728 55809 62917 0 27222730 26831645 0 26606707 25884037 338643 372773 0 0 497067 534531 27442417 26791341 -219687 40304 6515875 6437436 2607109 2970064 3908766 3467372 PROVIDING ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH VARIOUS EMPLOYEE WELFARE BENEFITS, INCLUDING HEALTH, HOSPITALIZATION, DENTAL, PRESCRIPTION, OPTICAL, DISABILITY AND LIFE. false false 25884037 26768728 THE FUND PROVIDES ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH EMPLOYEE WELFARE BENEFITS, INCLUDING HEALTH, HOSPITALIZATION, DENTAL, OPTICAL, PRESCRIPTION, DISABILITY AND LIFE INSURANCE COVERAGE. 25884037 false false false false false false false false false true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 0 false false false false false false X 4 4 true false false false false true false true true false false true true true true true true true false false X X ROGER BARRETTE 8606778118 6 HYDE ROAD 2ND FLOOR FARMINGTON CT 060322830 Mark A Espinosa CHAIRMAN/TRUSTEE 3.0 X X 0 0 0 Jason Paradis SECRETARY/TRUSTEE 3.0 X X 0 0 0 Joel A Boone Trustee 3.0 X 0 0 0 James R Wallace JR Trustee 3.0 X 0 0 0 Maureen A Mas - Resigned Alternate Trustee 1.0 X 0 0 0 Gene Del Rosario Alternate Trustee 1.0 X 0 0 0 Michael Calderon Alternate Trustee 1.0 X 0 0 0 Roger Barrette Fund Office Manager 25.0 X 114375 38125 8975 114375 38125 8975 1 false true false S &amp S HEALTHCARE STRATEGIES 1385 KEMPER MEADOW DRIVE CINCINNATI OH 45240 CLAIMS ADMINISTRATION 682962 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS ADMINISTRATION 535583 SEGAL CO 30 WATERSIDE DRIVE SUITE 300 FARMINGTON CT 06032 ACTUARIAL SERVICES 185012 EYEMED VISION CARE 4000 LUXOTTICA PLACE MASON OH 45040 VISION CARE 162478 4 0 EMPLOYER CONTRIBUTIONS 24848044 24848044 EMPLOYEE CONTRIBUTIONS 1920684 1920684 0 0 0 0 26768728 62917 62917 0 0 0 0 0 0 0 0 0 26831645 26768728 0 62917 25884037 25884037 310375 310375 40672 40672 21726 21726 82691 82691 28316 28316 12500 12500 198210 0 198210 0 82595 82595 30353 30353 30135 30135 28968 28968 7499 7499 28478 28478 BANK FEES 7322 7322 UTILITIES 3180 3180 REPAIRS &amp MAINTENANCE 452 452 Miscellaneous -6168 -6168 0 0 0 0 26791341 25884037 907304 0 945998 53212 2108479 1194789 0 0 35049 39094 186627 181597 12529 5030 3413820 5145311 0 0 0 6515875 6437436 237809 239741 2369300 2730323 2607109 2970064 X 3908766 3467372 3908766 3467372 6515875 6437436 X 40304 49902 -531600 X false true X true false 186627 181597 5030 5030 VANGUARD-500 INDEX SIGNAL 846167 F BAIRD FUNDS-SHORT TERM BOND INSTITUTIONAL 2676488 F FEDERATED GOVERNMENT OBLIGATIONS FUND 1622656 F 5145311 ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 603300 HEALTH CLAIMS PAYABLE 1927023 DEPOSIT FROM STOP &amp SHOP 200000 2730323 X 26879047 49902 0 49902 26829145 2500 0 2500 26831645 26788841 0 0 26788841 2500 0 2500 26791341 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote GAAP requires fund management to evaluate uncertain tax positions taken by the Fund. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the IRS. The fund administrator has analyzed the tax positions taken by the Fund and has concluded that as of July 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken. The Fund has recognized no interest or penalties related to uncertain tax positions. The Fund is subject to routine audits by taxing jurisdictions. However, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to tax examinations for years prior to 2013. X X false false false Roger Barrette Fund Office Manager 114375 38125 0 0 0 0 0 0 0 8975 114375 47100 0 0 Schedule J, Part I, Line 3 THE COMPENSATION FOR THE FUND OFFICE MANAGER IS REVIEWED ANNUALLY BY THE BOARD, TAKING INTO ACCOUNT SALARY SURVEYS AND OTHER COMPARABLE FUND OFFICE MANAGER SALARY LEVELS, AS PROVIDED BY SEGAL COMPANY. THE BOARD IS REQUIRED TO APPROVE ANY CHANGES TO THE FUND OFFICE MANAGER&aposS SALARY. Form 990, Part V, Line 2a PART V, LINE 2A THE ORGANIZATION REIMBURSES A RELATED TAX-EXEMPT PENSION FUND FOR THE SERVICES OF CERTAIN EMPLOYEES WHO PROVIDE SERVICES TO THE ORGANIZATION. THESE EMPLOYEES ARE INCLUDED ON FORMS W-2 AND FORM W-3 ISSUED BY THE RELATED PENSION FUND. ALTHOUGH A PORTION OF THE SALARIES OF THESE EMPLOYEES IS CHARGED TO THE ORGANIZATION, THE ORGANIZATION DOES NOT ISSUE FORMS W-2 TO ANY EMPLOYEE. HOWEVER, THE ORGANIZATION DOES ISSUE FORMS W-2 TO THE RECIPIENTS OF SHORT-TERM (TEMPORARY) DISABILITY INCOME PAYABLE TO ELIGIBLE COLLECTIVELY BARGAINED EMPLOYEES OF PARTICIPATING EMPLOYERS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons MARK A. ESPINOSA, JAMES R. WALLACE, JR., AND MAUREEN A. MAS (RESIGNED) ARE OFFICERS OF THE UNITED FOOD &amp COMMERCIAL WORKERS UNION LOCAL 919, WHICH IS A SPONSORING ORGANIZATION FOR THE UFCW UNION LOCAL 919 &amp CONTRIBUTING EMPLOYERS&apos FOOD HEALTH &amp WELFARE FUND. - Business relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body AS A SPONSORING ORGANIZATION, THE UNITED FOOD &amp COMMERCIAL WORKERS UNION LOCAL 919 HAS THE AUTHORITY TO APPOINT TWO TRUSTEES AND ONE OR MORE ALTERNATE TRUSTEES TO THE ORGANIZATION&aposS BOARD. SIMILARLY, AS A SPONSORING ORGANIZATION AND A PARTICIPATING EMPLOYER, THE STOP &amp SHOP SUPERMARKET COMPANY HAS THE AUTHORITY TO APPOINT TWO TRUSTEES AND ONE OR MORE ALTERNATE TRUSTEES TO THE ORGANIZATION&aposS BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS REVIEWED BY THE FULL BOARD, APPROVED AND ACCEPTED AT THE FIRST BOARD MEETING SUBSEQUENT TO THE PREPARATION AND FILING OF THE RETURN. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD REQUIRES ALL TRUSTEES TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE BOARD FOR DISCUSSION AND RESOLUTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION FOR THE FUND OFFICE MANAGER IS DETERMINED ANNUALLY BY TAKING INTO ACCOUNT PERFORMANCE AND CONTEMPORANEOUS MARKET DATA FOR SIMILAR POSITIONS AND LEVELS OF RESPONSIBILITY. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION&aposS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE FUND OFFICE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change during year attributable to health benefit obligations - -531600; UFCW LOCAL 919 &amp CONTRIB EMPLOYERS&apos FOOD PENSION FUND 6 HYDE RD 2ND FLOOR FARMINGTON CT 060322830 061065206 MULTIEMPLOYER PENSION PLAN CT NA false false false false false false false false false false false false false false true true true false false false UFCW LOCAL 919 &amp CONTRIBUTING EMPLOYERS&apos FOOD PENSION FUND N 34950 ACTUAL CASH PAID UFCW LOCAL 919 &amp CONTRIBUTING EMPLOYERS&apos FOOD PENSION FUND O 379104 ACTUAL CASH PAID UFCW LOCAL 919 &amp CONTRIBUTING EMPLOYERS&apos FOOD PENSION FUND P 112677 ACTUAL CASH PAID SCH R, PART V THE ORGANIZATION SHARES CERTAIN ADMINISTRATIVE COSTS SUCH AS PAYROLL, PAYROLL TAXES, ACCOUNTING, LEGAL AND CERTAIN OTHER EXPENSES WITH RELATED TAX-EXEMPT MULTIEMPLOYER PENSION FUND ORGANIZATIONS OCCUPYING THE SAME OFFICE SPACE AND UTILIZING THE SAME OFFICE PERSONNEL. SUCH COSTS ARE ALLOCATED TO EACH ORGANIZATION IN PROPORTION TO ESTIMATED USE AND PERSONNEL TIME EXPENDED. THE TOTAL AMOUNT OF SHARED EXPENSES ALLCOATED TO THE ORGANIZATION FOR THE YEAR ENDED JULY 31, 2016 WAS $526,731.