2016-11-14T12:10:21-06:00 2015-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2015-01-01 526044428 UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND % ASSOCIATED ADMINISTRATORS L UNIT 4106836500 4301 GARDEN CITY DRIVE Suite 201 LANDOVER MD 207856102 MARK FEDERICI DONNA GWIN TRUSTEES 4106836500 2016-11-11 true MARK BUCKBERG P01066025 3012726000 2015 2017-02-10 21:41:12Z MARK FEDERICI UFCW LC400 8400 CORPORATE DR LANDOVER MD 20785 54078815 false X n/a X 1961 MD established by the ufcw int'l union, ufcw local unions 27 & 400 and participating employers, to receive contributions & hold assets for a multiemployer employee benefit fund. 8 0 0 0 0 0 0 46239193 48640754 252245 161873 986 24557 46492424 48827184 0 0 47544798 45842038 0 0 0 0 0 5159861 4743973 52704659 50586011 -6212235 -1758827 10731131 8618244 1005564 727935 9725567 7890309 THE TRUST WAS ESTABLISHED BY UNITED FOOD AND COMMERICAL WORKERS LOCAL UNIONS 27 AND 400 AND PARTICIPATING EMPLOYERS TO RECEIVE CONTRIBUTIONS AND HOLD THE ASSETS FOR A MULTIEMPLOYER, COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN. false false SERVED AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT FUND THAT PROVIDES MEDICAL, HOSPITAL, ACCIDENT AND SICKNESS, MENTAL HEALTH AND SUBSTANCE ABUSE, PRESCRIPTION DRUG, DENTAL, VISION, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND DEPENDENTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS AND PARTICIPATION AGREEMENTS. false false false false false false false false false false false false true false 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 1210 0 true 0 false false false false false false X 8 0 false false false false false true false true true false false true true true true true true false false false X ASSOCIATED ADMINISTRATORS L 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 X X MARK FEDERICI CHAIRMAN/UNION TRUSTEE 1.0 39.0 X X 0 207598 24595 STEVE LOEFFLER SECRETARY/EMPLOYER TRUSTEE 1.0 39.0 X X 0 0 0 GEORGE ANDERSON FORMER EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 JON BORN EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 MIKE CHRISTLE FORMER EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 MICHELLE EUBANK UNION TRUSTEE 1.0 39.0 X 0 116090 21342 DONNA GWIN EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 ERIN HAITHCOCK EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 LAVORIS HARRIS UNION TRUSTEE 1.0 39.0 X 0 172550 23169 THOMAS HIPKINS UNION TRUSTEE 1.0 39.0 X 0 142035 21387 0 638273 90493 0 false true false ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK RD SPARKS MD 211529451 CLAIMS/CONTRACT FEES 1665608 ANTHEM BLUE CROSSBLUE SHIELD 9075 CENTRE POINT DR STE 200 WEST CHESTER OH 45069 CLAIMS ADMIN FEES 1047277 CONIFER VALUE-BASED CARE LLC 1596 WHITEHALL ROAD ANNAPOLIS MD 21401 MEDICAL MANAGEMENT 525450 SLEVIN HART PC 1625 MASSACHUSETTS AVENUE NW STE 4 WASHINGTON DC 20036 LEGAL SERVICES 280713 THE SEGAL COMPANY 333 WEST 34TH STREET 2ND FLOOR NEW YORK NY 10001 BROKERAGE FEES 240466 6 0 EMPLOYERS CONTRIBUTIONS 525100 47808698 47808698 PARTICIPANTS CONTRIBUTIONS 525100 832056 832056 48640754 159154 159154 0 0 0 0 0 5254350 5251631 2719 2719 2719 0 0 0 LITIGATION SETTLEMENT PROCEEDS 900099 2057 2057 EDUCATIONAL FUNDING 900099 22500 22500 24557 48827184 48640754 186430 0 0 0 45842038 0 0 0 0 0 0 0 324532 53684 0 0 11801 3819536 0 78991 0 0 0 0 0 13005 0 0 0 31397 ACA EXCISE FEES 398352 OTHER TAXES 4146 FAIR HEALTH COSTS 7555 DUES 945 29 50586011 24849 -322152 3391694 2119520 0 0 154549 2133421 0 0 0 0 0 0 0 0 12513 12492 0 6803251 4131883 0 0 0 0 0 0 344275 543080 10731131 8618244 1005564 727935 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1005564 727935 X 0 0 0 0 9725567 7890309 9725567 7890309 10731131 8618244 -1758827 -76431 X false true X true false DUE FROM OTHERS 508405 ACCRUED INVESTMENT INCOME 33109 DUE FROM GOVERNMENT ARRA 1566 543080 0 0 X 48738952 -76431 -76431 48815383 11801 11801 48827184 50574210 50574210 11801 11801 50586011 PART X, LINE 2 - FIN 48 FOOTNOTE: Generally accepted accounting principles require management to evaluate tax positions taken and recognize a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of December 31, 2015 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. false false false MARK FEDERICI CHAIRMAN/UNION TRUSTEE 0 188512 19086 0 9809 0 14786 0 232193 0 0 LAVORIS HARRIS UNION TRUSTEE 0 152839 19711 0 8383 0 14786 0 195719 0 0 THOMAS HIPKINS UNION TRUSTEE 0 142035 0 3136 0 18251 0 163422 0 0 PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES: When a Trustee vacancy arises, the Fund's Trust Agreement provides that the United Food and Commercial Workers, International Union, AFL-CIO, Locals Nos. 27 and 400, have the power to appoint Union Trustees for the Fund, and the covered employers have the power to appoint Employer Trustees to the Fund. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: The Board of Trustees is provided a draft of the Form 990 for review prior to the submission of the Form 990. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: The Fund is maintained and administered in accordance with ERISA Sections 404 and 406 and the Fund's conflict of interest policy is set forth in ERISA Sections 404 and 406. The Board of Trustees monitors and enforces the Fund's compliance with ERISA, with the assistance of the Fund's professionals. PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS, POLICIES AND F/S: The Fund makes its governing documents, policies and financial statements available to participants and beneficiaries as required by Employee Retirement Income Security Act of 1974 (ERISA). UFCW LOCAL 27 AFL-CIO 21 WEST ROAD BALTIMORE MD 21204 521265190 LABOR ORG MD 501(C)(5) false UFCW LOCAL NO 400 8400 CORPORATE DRIVE SUITE 200 LANDOVER MD 20785 530241580 LABOR ORG MD 501(C)(5) false BD OF TTEES UFCW UNIONS & PARTICIPATING 4301 GARDEN CITY DRIVE SUITE 201 LANDOVER MD 20785 PLAN SPONSOR MD false DELMARVA UFCW HEALTH & WELFARE FUND KEL-CO FEDERAL CREDIT UNION ASSOCIATED ADMINISTRATORS LLC METRO RETAIL BRAND ALLIANCE SAFEWAY INC SUPERVALU INC (SHOPPERS) KROGER FOOD STORES false false false false false false false false false false false false true true false false false false true PART IV - RELATED ORGANIZATIONS TAXABLE AS CORPORATIONS: THE ORGANIZATIONS LISTED AS RELATED ARE ALL CONTRIBUTING EMPLOYERS TO THE HEALTH AND WELFARE FUND AND THE INSTRUCTIONS ONLY REQUIRE THE NAME OF THE ORGANIZATIONS ON THIS FORM.