2025-11-10T18:04:02-06:00 2024-12-31 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2024-01-01 237244353 United Food and Commercial Workers & Employers Desert States Health and Welfare Tr % BARBARA RAY SOUTHWEST SVC UNIT 6023240545 2550 W Union Hills Dr Ste 290 Phoenix AZ 85027 JAMES MCLAUGHLIN Union Trustee 6023240545 2025-11-05 true true Liel Shemtov P02007634 8187692010 2024 2025-03-06 01:10:19Z X James Mclaughlin 2550 W Union Hills Dr Ste 290 Phoenix AZ 85027 154886133 false X N/A X 1968 AZ SEE SCHEDULE O 9 4 0 0 0 0 0 0 164999037 125919101 7471769 4507361 25511 18896 172496317 130445358 0 0 141789849 162742457 0 0 0 0 0 15592613 15396536 157382462 178138993 15113855 -47693635 208190496 178665378 54040204 65929093 154150292 112736285 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false 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 3564 0 true 0 false false false false false false false false X 9 4 false false false false false false false true true false false true false false true true true false X BARBARA RAY SOUTHWEST SVC 6023240545 2550 W UNION HILLS DR 290 PHOENIX AZ 85027 X JAMES MCLAUGHLIN UNION TRUSTEE 0.5 39.5 X 0 305435 10689 AUTUMN MITCHELL UNION TRUSTEE 0.0 40.0 X 0 190188 10689 MARTIN HERNANDEZ UNION TRUSTEE 0.0 40.0 X 0 154775 11305 KAITLYN PIAZZA UNION TRUSTEE 0.0 40.0 X 0 145455 10689 OSCAR ARAGON UNION TRUSTEE 0.0 40.0 X 0 107010 10689 JACQUELINE JONES EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 IAN ADAMS EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 BRENT BOHN EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 HENRY TAYLOR EMPLOYER TRUSTEE 2.0 0.0 X 0 0 0 LEROY WESTMORELAND EMPLOYER TRUSTEE - PAST 2.0 0.0 X 0 0 0 ANDY LUKES EMPLOYER TRUSTEE - PAST 2.0 0.0 X 0 0 0 0 902863 54061 0 false true false SOUTHWEST SERVICE ADMINISTRATORS IN 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 ADMIN. SERVICES 8252507 BLUE CROSS BLUE SHIELD OF AZ PO BOX 13466 PHOENIX AZ 85210 ADMIN SUPPORT SVCS 2222487 EPLAN 22601 N 19TH AVE STE 240 PHOENIX AZ 85027 ADMIN SUPPORT SVCS 1094131 UNITED HEALTHCARE 333 W VINE ST STE 500 LEXINGTON KY 40507 ADMIN SUPPORT SVCS 481587 AMERICAN HEALTH GROUP 2152 S VINEYARD STE 103 MESA AZ 53202 ADMIN SUPPORT SVCS 515586 18 0 EMPLOYER CONTRIBUTIONS 900099 118185949 118185949 0 0 EMPLOYEE CONTRIBUTIONS 900099 7733152 7733152 0 0 125919101 4413919 0 0 4413919 0 0 0 0 0 24534217 24440775 93442 93442 0 0 93442 0 0 0 0 0 0 0 0 0 PREPAID DEDUCTIBLE ACCT PRG FORFEITURES 900099 18896 18896 0 0 18896 130445358 125937997 0 4507361 0 0 0 162742457 0 0 0 0 0 0 6989470 228416 198588 0 0 476181 2974645 0 1065144 0 0 0 6334 0 115298 0 0 0 48323 MEDICAL NETWORK ACCESS FEES 2663661 DENTAL NETWORK ACCESS FEES 275573 UTILIZATION REVIEW FEES 281403 PAT-CENTERED OUTCOME FEES 73500 178138993 0 0 42190029 37923105 0 0 54173166 29764280 0 0 0 0 0 0 0 0 472049 493021 0 0 39343184 32823460 72012068 77661512 0 0 0 0 0 0 208190496 178665378 1019011 350711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 53021193 65578382 54040204 65929093 X 0 0 0 0 154150292 112736285 154150292 112736285 208190496 178665378 -47693635 6279628 X false true X true false COMMON COLLECTIVE TRUST 29218889 F PARTNERSHIP 13961683 F 103-12 ENTITIES 34480940 F 77661512 0 BENEFIT OBLIGATIONS 59930600 PRG FORFEITURES 252272 CHECKING ACCOUNT OVERDRAFT 5395510 65578382 X 136230741 6279628 -494245 5785383 130445358 130445358 177644748 177644748 494245 494245 178138993 PART X, LINE 2: NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF ARIZONA UNDER SECTION 43-1201, ARIZONA REVISED STATUTES. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XI, LINE 2D: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINES 11F AND 11G. PART XII, LINE 4B: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINES 11F AND 11G. false false false JAMES MCLAUGHLIN UNION TRUSTEE 0 302878 0 0 0 2557 0 4070 0 6619 0 316124 AUTUMN MITCHELL UNION TRUSTEE 0 189767 0 0 0 421 0 4070 0 6619 0 200877 MARTIN HERNANDEZ UNION TRUSTEE 0 153887 0 0 0 888 0 4686 0 6619 0 166080 KAITLYN PIAZZA UNION TRUSTEE 0 145160 0 0 0 295 0 4070 0 6619 0 156144 PART I, LINE 1 AND PART III, LINES 1 AND 4A: THE UNITED FOOD AND COMMERCIAL WORKERS & EMPLOYERS DESERT STATES HEALTH AND WELFARE TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS. PART VI, LINE 11B: FORM 990 IS PRESENTED FOR REVIEW AND SIGNATURE AT the BOARD OF TRUSTEES MEETING. PART VI, LINES 15A AND 15B: THE BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR "KEY EMPLOYEES", AS DEFINED. PART VI, LINE 19: GOVERNING DOCUMENTS - NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS - AUDITED FINANCIAL STATEMENTS ARE ONLY AVAILABLE UPON REQUEST. UFCW LOCAL NO 99 2401 N Central Ave Fl 2 Phoenix AZ 85004 860042052 LABOR UNION AZ 501(C)(5) N/A NA false DESERT STATES EMPLOYERS & UFCW PENSION 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 846277982 PENSION PLAN AZ 501(A) N/A NA false UFCW LOCAL NO 1564 130 ALVARADO DR NE STE 300 ALBUQUERQUE NM 87108 850093578 labor union NM 501(c)(5) N/A NA false see attached list see attached list false false false false false false false false false false false false false false false true false false true SCHEDULE R, PARTS II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS, ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: ABM AVIATION ALBERTSONS ALSCO ASPEN SURGICAL CALCOT COPPER QUEEN EUREST DINING FRY'S FOOD & DRUG JBS JOHN BROOKS LA MONTANITA FOOD CORP. LOOKS GOOD PRINTING MISSION FOODS SAFEWAY SMITH'S FOOD & DRUG SOUTHWEST SERVICE ADMINISTRATORS UFCW LOCAL NO. 1564 UFCW LOCAL NO. 99 UNITED TEXAS VELOCITI