2014-11-14T09:56:47-06:00 2013-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2013-01-01 526044428 UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND PARTICIPATING EMPLOYERS HEALTH AND WELFARE FU % ASSOCIATED ADMINISTRATORS L UNIT 4104593400 4301 GARDEN CITY DRIVE Suite 201 LANDOVER MD 207856102 MARK FEDERICI DONNA GWIN trustees 4106836500 2014-11-12 true BRIAN GARSTECKI P00692586 4106836500 2013 2015-11-30 17:44:51Z MARK FEDERICI UFCW LC400 4301 GARDEN CITY DR LANDOVER MD 20785 55504934 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 48745679 46254549 788320 596127 4166 440 49538165 46851116 0 0 46241820 44204868 0 0 0 0 0 4396355 4944156 50638175 49149024 -1100010 -2297908 19096422 16068132 204429 221973 18891993 15846159 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 false 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 2787 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 RD SPARKS MD 211529451 X MARK FEDERICI CHAIRMAN/UNION TRUSTEE 1.0 39.0 X X 0 191357 16850 STEVE LOEFFLER SECRETARY/EMPLOYER TRUSTEE 1.0 39.0 X X 0 0 GEORGE ANDERSON EMPLOYER TRUSTEE 1.0 39.0 X 0 0 MICHELLE EUBANK UNION TRUSTEE 1.0 39.0 X 0 104374 19298 DONNA GWIN EMPLOYER TRUSTEES 1.0 39.0 X 0 0 LAVORIS HARRIS UNION TRUSTEE 1.0 39.0 X 0 166621 16850 THOMAS HIPKINS UNION TRUSTEE 1.0 39.0 X 0 112125 19342 MICHAEL MORTENSEN EMPLOYER TRUSTEE 1.0 39.0 X 0 0 ALIA SAMAD-SALAMEH FORMER EMPLOYER TRUSTEE 1.0 39.0 X 0 574477 72340 0 false true false ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK RD SPARKS MD 211529451 CLAIMS/CONTRACT FEES 1874007 ANTHEM BLUE CROSSBLUE SHIELD 9075 CENTRE POINT DR STE 200 WEST CHESTER OH 45069 CLAIMS ADMIN FEES 1148997 INFORMED LLC 1596 WHITEHALL ROAD ANNAPOLIS MD 21409 MEDICAL MANAGEMENT 601770 VALUE OPTIONS 240 CORPORATED BLVD NORFOLK VA 23502 CLAIMS/MANAGED CARE 589162 MILLIMAN INC 15800 BLUEMOUND ROAD SUITE 100 BROOKFIELD WI 53005 ACTUARY SERVICES 363424 8 0 EMPLOYERS CONTRIBUTIONS 525100 45155426 45155426 PARTICIPANTS CONTRIBUTIONS 525100 1099123 1099123 46254549 414180 414180 0 0 0 0 0 8835765 8653818 181947 181947 181947 0 0 0 LITIGATION SETTLEMENT PROCEEDS 900099 440 440 440 46851116 46254549 596567 0 0 0 44204868 0 0 0 0 0 0 0 378187 47135 0 0 28562 4360063 0 72491 0 0 0 0 0 10261 0 0 0 13853 PCORI EXCISE TAX 12174 FAIR HEALTH COSTS 7460 OTHER TAXES 6593 HOSPITAL AUDITS 6350 1027 49149024 X 25352 25091 1810549 2169674 0 0 3502665 2071299 0 0 0 0 0 0 0 0 0 12012 0 13448960 11217324 0 0 0 0 0 0 308896 572732 19096422 16068132 204429 221973 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 204429 221973 X 0 0 0 0 18891993 15846159 18891993 15846159 19096422 16068132 -2297908 -747926 X false true X true false 0 0 X 46074628 -747926 -747926 46822554 28562 28562 46851116 49120462 49120462 28562 28562 49149024 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, 2013 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. Management believes that the Plan is no longer subject to tax examinations for years prior to 2010. false false false MARK FEDERICI CHAIRMAN/UNION TRUSTEE 0 184954 6403 0 2567 0 14283 0 208207 0 0 LAVORIS HARRIS UNION TRUSTEE 0 149954 16667 0 2567 0 14283 0 183471 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 4301 GARDEN CITY DRIVE LANDOVER MD 20785 530241580 LABOR ORG MD 501(C)(5) false DELMARVA UFCW HEALTH & WELFARE FUND KEL-CO FEDERAL CREDIT UNION ASSOCIATED ADMINISTRATORS LLC MAGRUDER INC METROPOLITAN MEAT SEAFORD & POULTRY PERKINS MANAGEMENT SERVICES COMPANY INC RETAIL BRAND ALLIANCE SAFEWAY INC SUPERVALU INC (SHOPPERS) THE KROGER COMPANY UNION COMMUNICATION SERVICES INC 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 INSTRUCTIONS ONLY REQUIRE THE NAME OF THE ORGANIZATIONS ON THIS FORM.