FELRA AND UFCW HEALTH AND WELFARE FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FELRA AND UFCW HEALTH AND WELFARE FUND (EIN 52-1036978)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349301653
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T08:38:50-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208078757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521036978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOOD EMPLOYERS LABOR RELATIONS ASSOC AND | BusinessNameLine1 |
| Business Name Line2 | UNITED FOOD & COMMERCIAL WRKS H&W FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOOD | BusinessNameControlTxt |
| Phone | 4106836500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 211529459 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M FEDERICI-UNIONJ CHAMPION -EMPL | PersonNm |
| Person Title | TRUSTEES | PersonTitleTxt |
| Phone | 4106836500 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M HERISHEN CPA | PreparerPersonNm |
| PTIN | P00361968 | PTIN |
| Phone | 3018307400 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BOARD OF TRUSTEES OF FELR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 211529459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $186,260,415 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | 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 | $119,869,316 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $161,105,428 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,857,803 | PYInvestmentIncomeAmt |
| CY Investment Income | $909,804 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,569 | PYOtherRevenueAmt |
| CY Other Revenue | $6,316 | CYOtherRevenueAmt |
| PY Total Revenue | $122,761,688 | PYTotalRevenueAmt |
| CY Total Revenue | $162,021,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $157,859,515 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $146,622,959 | 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 | $10,423,794 | PYOtherExpensesAmt |
| CY Other Expenses | $10,562,430 | CYOtherExpensesAmt |
| PY Total Expenses | $168,283,309 | PYTotalExpensesAmt |
| CY Total Expenses | $157,185,389 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,521,621 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,836,159 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,353,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,779,417 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,520,964 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,362,489 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,832,429 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,416,928 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION AND UNITED FOOD AND COMMERCIAL WORKERS HEALTH AND WELFARE FUND IS A MULTIEMPLOYER, COLLECTIVELY-BARGAINED EMPLOYEE WELFARE BENEFIT TRUST, WHICH PROVIDES MEDICAL, HOSPITAL, ACCIDENT AND SICKNESS, PRESCRIPTION DRUG, DENTAL, VISION, SEVERANCE, LEGAL ASSISTANCE, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES COVERED UNDER THE FUND'S PLAN OF BENEFITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SERVED AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDED MEDICAL, HOSPITAL, ACCIDENT, AND SICKNESS, PRESCRIPTION DRUG, DENTAL, VISION, SEVERANCE, LEGAL ASSISTANCE, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (1) | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | 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 | ASSOCIATED ADMINISTRATORS LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106836500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|
| J PARADIS | ||||||
| CHAIRMAN/EMPLOYER TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| J CHORPENNING | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $112,209 | $19,342 | 40.00 |
| E MASTEN | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $151,836 | $19,597 | 40.00 |
| M FEDERICI | ||||||
| SECRETARY/UNION TRUSTEE | 2.00 | Yes (X) | $0 | $144,187 | $16,850 | 40.00 |
| M BOYLE | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $191,367 | $16,850 | 40.00 |
| F STEGMEN | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| I KRESS | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| S STONER | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J CHAMPION | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $599,599 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $72,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | |||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | CONTRACT ADMINISTRATION | $5,653,248 |
| ROBERT A ADES & ASSOCIATES PC | |||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | LEGAL BENEFITS | $2,872,031 |
| AKMAN & ASSOCIATES | |||||
| 1402 FRONT AVENUE | LUTHERVILLE | MD | 21093 | LEGAL BENEFITS | $1,379,624 |
| CIGNA | |||||
| 900 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | CLAIMS ADMINISTRATION | $786,420 |
| CARE FIRST BCBS | |||||
| 10455 MILL RUN CIRCLE | OWINGS MILLS | MD | 21117 | CLAIMS ADMINISTRATION | $708,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $153,330,263 | $153,330,263 |
| PARTICIPANT CONTRIBUTIONS | 525100 | $7,775,165 | $7,775,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $161,105,428 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $949,790 | TotalRevenueColumnAmt |
| Exclusion | $949,790 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,198,881 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,238,867 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$39,986 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$39,986 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,316 | TotalRevenueColumnAmt |
| Exclusion | $6,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,021,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,065,442 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $956,106 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,622,959 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,753 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,549 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,222 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,823,920 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,900 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,958 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,020 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEDICAL CLAIMS ADMIN. F | $5,359,428 |
| PRESCRIPTION ADMIN. FEE | $97,970 |
| HOSPITAL AUDITS | $26,710 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,185,389 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,076 | BOYAmt |
| EOY | $1,982,532 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,439,733 | BOYAmt |
| EOY | $31,188,486 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,998,106 | BOYAmt |
| EOY | $14,088,345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,150,291 | BOYAmt |
| EOY | $28,031,477 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,296,476 | BOYAmt |
| EOY | $5,379,019 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,711 | BOYAmt |
| EOY | $109,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,353,393 | BOYAmt |
| EOY | $80,779,417 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,139 | BOYAmt |
| EOY | $2,361,855 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,825 | BOYAmt |
| EOY | $634 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,964 | BOYAmt |
| EOY | $2,362,489 | 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 | $70,832,429 | BOYAmt |
| EOY | $78,416,928 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,832,429 | BOYAmt |
| EOY | $78,416,928 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,353,393 | BOYAmt |
| EOY | $80,779,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,836,159 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,748,340 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 PARTNERSHIPS AND COMMON COLLECTIVE TRUSTS | Desc |
| Book Value | $5,379,019 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,379,019 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER-PURCHASES | Desc |
| Amt | $634 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $634 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $164,584,666 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,748,340 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,748,340 | RevenueNotReportedAmt |
| Revenue Subtotal | $161,836,326 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $185,222 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $185,222 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $162,021,548 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $157,000,167 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $157,000,167 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $185,222 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $185,222 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $157,185,389 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2013. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E MASTEN | ||||||||||||||
| UNION TRUSTEE | $0 | $151,836 | $0 | $0 | $0 | $0 | $0 | $3,117 | $0 | $16,480 | $0 | $171,433 | $0 | $0 |
| M FEDERICI | ||||||||||||||
| SECRETARY/UNION TRUSTEE | $0 | $134,868 | $0 | $0 | $0 | $9,319 | $0 | $2,567 | $0 | $14,283 | $0 | $161,037 | $0 | $0 |
| M BOYLE | ||||||||||||||
| UNION TRUSTEE | $0 | $184,964 | $0 | $0 | $0 | $6,403 | $0 | $2,567 | $0 | $14,283 | $0 | $208,217 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | WHEN A TRUSTEE VACANCY ARISES, THE UNITED FOOD AND COMMERCIAL WORKERS, INTERNATIONAL UNION, AFL-CIO, LOCALS 27 AND 400 HAVE THE POWER TO APPOINT UNION TRUSTEES FOR THE FUND, EMPLOYER TRUSTEE APPOINTMENTS ARE MADE BY THE FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES IS PROVIDED A DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO THE SUBMISSION OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES AS REQUIRED BY ERISA. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INVESTMENTS 2,748,340. |
| FORM 990, PART XII, LINE 2C: | THE FUNDS' BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| FOOD EMPLOYERS LABOR RELATIONS ASSOCIATION & UFCW PENSION PLAN | |||||||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | 526128473 | PENSION FUND | MD | 401(A) | N/A | 0 |
| MID-ATLANTIC RETAIL FOOD INDUSTRY JOINT LABOR MANAGEMENT FUND | |||||||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | 522249730 | PROMOTE UNION LABOR AND IMPROVE JOB SECURITY | MD | 501(C)(5) | N/A | 0 |
| UFCW LOCAL 400 | |||||||||
| 4301 GARDEN CITY DRIVE | LANDOVER | MD | 20785 | 530241580 | LABOR UNION | MD | 501(C)(5) | N/A | 0 |
| UFCW LOCAL 27 | |||||||||
| 21 WEST ROAD | TOWSON | MD | 21204 | 521265190 | LABOR UNION | MD | 501(C)(5) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| SAFEWAY STORES INC | |
| CA | 0 |
| STOP & SHOP SUPERMARKETS (GIANT) CO | |
| MA | 0 |
| EDDIES ST PAUL | |
| MD | 0 |
| FRESH & GREENS | |
| MD | 0 |
| ASSOCIATED ADMINISTRATORS LLC | |
| MD | 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 |