STRATEGY STUDIO / PUBLIC DATA EXPLORER

U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND (EIN 36-2440523)
Tax period
2012-12-01 to 2013-11-30
Filed
2014-06-19
IRS object ID
201441709349300904
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2014-06-19T09:57:26-05:00Timestamp
Tax Period End Date2013-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN320043599EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1311 S WACKER DRIVE STE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362440523EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1U F C W UNIONS & EMPLOYERS MIDWESTBusinessNameLine1
Business Name Line2HEALTH BENEFITS FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUFCWNameControl
Phone8473847000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19801 WEST HIGGINS ROAD NO 500AddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAN RYANName
TitleADMINISTRATORTitle
Phone8473847000Phone
Date Signed2014-06-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCRAIG RESCHName
PTINP00844633PTIN
Phone3123680500Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonDAN RYANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line19801 WEST HIGGINS ROAD NO 500AddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode
FieldValueIRS element (for citing)
Gross Receipts96185390GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.UFCWMIDWEST.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1960YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionPROVIDE HEALTH BENEFITSActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees86TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year73462853ProgramServiceRevenuePriorYear
Program Service Revenue CY69837397ProgramServiceRevenueCY
Investment Income Prior Year1324136InvestmentIncomePriorYear
Investment Income Current Year599464InvestmentIncomeCurrentYear
Other Revenue Prior Year42675OtherRevenuePriorYear
Other Revenue Current Year24937OtherRevenueCurrentYear
Total Revenue Prior Year74829664TotalRevenuePriorYear
Total Revenue Current Year70461798TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year60683852BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY59533791BenefitsPaidToMembersCY
Salaries Etc Prior Year7021782SalariesEtcPriorYear
Salaries Etc Current Year6695256SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2573093OtherExpensePriorYear
Other Expenses Current Year2717145OtherExpensesCurrentYear
Total Expenses Prior Year70278727TotalExpensesPriorYear
Total Expenses Current Year68946192TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4550937RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1515606RevenuesLessExpensesCY
Total Assets BOY44052477TotalAssetsBOY
Total Assets EOY44988980TotalAssetsEOY
Total Liabilities BOY3449487TotalLiabilitiesBOY
Total Liabilities EOY2048890TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY40602990NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY42940090NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE HEALTH BENEFITSMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961001NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees86NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons0AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DAVID MINEAUBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8473847000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line19801 WEST HIGGINS ROAD SUITE 500AddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelatedOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
BRIAN JORDAN
TRUSTEE3.00X000
KEVIN J BECKERLE
TRUSTEE3.00X000
KENNETH R BOYD
TRUSTEE3.00X01860822199455.00
TERRY KRAMER
TRUSTEE3.00X01643971932245.00
STEVEN M POWELL
TRUSTEE3.00X02033762051340.00
BRYAN SMITH
TRUSTEE3.00X000
KRISTEN HEIDEN
TRUSTEE - PAST3.00X000
DANIEL W RYAN
ADMINISTRATOR40.00165323037435X
JOSEPH R CALI
FINANCIAL DIRECTOR40.00124539025709X
FieldValueIRS element (for citing)
Total Reportable Comp From Org289862TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs553855TotalReportableCompFrmRltdOrgs
Total Other Compensation124973TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STCHICAGOIL60601PPO PROVIDER2603134
MEDICAL INSURANCE CONSULTING GROUP INC
4949 N WESTERN AVENUECHICAGOIL60625MEDICAL CONSULTANT223760
LEGACY PROFESSIONALS LLP
311 SOUTH WACKER STE 4000CHICAGOIL60606AUDITOR182587
THE SEGAL COMPANY
PO BOX 4092 CHURCH STREET STATIONNEW YORKNY10261ACTUARY141389
CATAMARAN
1600 MCCONNOR PARKWAYSCHAUMBURGIL60173PHARMACY BENEFIT MANAGER122028
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000996548648565486485
REIMB EXP UFCW MW PENSION90009928134172813417
PARTICIPANT CONTRIBUTIONS900099592946592946
PRESCRIPTION DRUG REBATES900099575731575731
REIMB EXPS UFCW CALUMET FUND900099270077270077

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column98741TotalRevenueColumn
Related Or Exempt Function Income98741RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue69837397TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column792598TotalRevenueColumn
Exclusion$792,598ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities25530458Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities25723592Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-193134Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-193134TotalRevenueColumn
Exclusion-$193,134ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
CLASS ACTION RECOVERY90009918349$18,349
MISCELLANEOUS INCOME9000996588$6,588
FieldValueIRS element (for citing)
Total Other Revenue24937TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column70461798TotalRevenueColumn
Related Or Exempt Function Income69837397RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$624,401ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total59533791Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total174344Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4679838Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total740950Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total732615Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total367509Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total155055Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total145040Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total107702Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total412888Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total391177Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total133646Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total749541Total

Travel Travel

FieldValueIRS element (for citing)
Total5822Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total46395Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total289381Total

Insurance Insurance

FieldValueIRS element (for citing)
Total104086Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotal
OTHER PERSONNEL COSTS84429
WEB CLAIMS SERVICE FEE47628
STORAGE OF DOCUMENTS44355

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total68946192Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY736434BOY
EOY306170EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5382008BOY
EOY4384405EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6925013BOY
EOY7089310EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY163824BOY
EOY76511EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis645523LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec302246LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY326467BOY
EOY343277EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY30317454BOY
EOY32558259EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY201277BOY
EOY231048EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY44052477BOY
EOY44988980EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY399731BOY
EOY331801EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3049756BOY
EOY1717089EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3449487BOY
EOY2048890EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY40602990BOY
EOY42940090EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY40602990BOY
EOY42940090EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY44052477BOY
EOY44988980EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1515606ReconcilationRevenueExpenses
Reconciliation Unrealized Invest821494ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis645523OtherCostOrOtherBasis
Depreciation302246Depreciation
Book Value343277BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings343277TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
DUE TO PARTICIPANTS OF DEFERRED COMPENSATION PLANS$284,800
MAINTENANCE OF RESERVE POLICY REFUNDS$1,377,403
DUE TO BROKER$29,815
DEFERRED LEASE INCENTIVE$25,071
FieldValueIRS element (for citing)
Total Of Amounts1717089TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt68362173TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments821494NetUnrealizedGainsInvestments
Revenue Not Rptd F990821494RevenueNotRptdF990
Revenue Subtotal67540679RevenueSubtotal
Investment Expenses Not Included107702InvestmentExpensesNotIncluded
Other Revenues Not Included2813417OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt2921119RevenueNotRptdOnFinStmt
Total Revenue Per Form99070461798TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt66025073TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal66025073ExpensesSubtotal
Investment Expenses Not Included2107702InvestmentExpensesNotIncluded2
Other Expenses Not Included2813417OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt2921119ExpensesNotRptdOnFinStmt
Total Expenses Per Form99068946192TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED ADMIN EXPENSE - UFCW PENSION FUND 2,813,417.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED ADMIN EXPENSE - UFCW PENSION FUND 2,813,417.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
KENNETH R BOYD
TRUSTEE0186082000006640015354020807600
TERRY KRAMER
TRUSTEE0164397000006205013117018371900
STEVEN M POWELL
TRUSTEE0195945074310006657013856022388900
DANIEL W RYAN
ADMINISTRATOR1653230000028061093740202758000
JOSEPH R CALI
FINANCIAL DIRECTOR1245390000016010096990150248000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationFORM 990, SCHEDULE J, PART II, COLUMN C: RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES THE INCREASE IN THE PRESENT VALUE OF A DEFINED BENEFIT PENSION PLAN FOR DANIEL W. RYAN AND JOSEPH R. CALI AS DETERMINED BY THE FUND'S ACTUARY. FORM 990, SCHEDULE J, PART II, COLUMN D: NON-TAXABLE BENEFITS INCLUDE THE VALUE OF HEALTH AND WELFARE PREMIUMS PAID ON BEHALF OF THE INDIVIDUALS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 8BTHE PLAN DOES NOT HAVE ANY SEPARATE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE IT IS SIGNED AND FILED.
FORM 990, PART VI, SECTION B, LINE 15ASALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FUND OFFICE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusControlled OrgControlledOrg
UNITED FOOD & COMMERICAL WORKERS & EMPRS MIDWEST PENSION FUND
9801 WEST HIGGINS ROADROSEMONTIL60018366508328RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTSIL501(A)N/A0
UNITED FOOD & COMMERCIAL WORKERS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND
CONTRIBUTING EMPLOYER0
UNITED FOOD & COMMERICAL WORKERS LOCAL 881
CONTRIBUTING EMPLOYER0
UNITED FOOD & COMMERICAL WORKERS LOCAL 1546
CONTRIBUTING EMPLOYER0
UNITED FOOD & COMMERCIAL WORKERS LOCAL 536
CONTRIBUTING EMPLOYER0
UNITED STEEL WORKERS OF AMERICA LOCAL 6787
CONTRIBUTING EMPLOYER0

Form990 Schedule R Part IV Form990ScheduleRPartIV (132 entries)

Primary ActivityPrimaryActivityControlled OrgControlledOrg
A & G LAUNDROMAT
CONTRIBUTING EMPLOYER0
A & J MEATS
CONTRIBUTING EMPLOYER0
ALDEN POPLAR CREEK
CONTRIBUTING EMPLOYER0
ANICHINI BROS INC
CONTRIBUTING EMPLOYER0
ANTON'S FRUIT RANCH & THE BRANCH INC
CONTRIBUTING EMPLOYER0
APPLE MARKET
CONTRIBUTING EMPLOYER0
ARAMARK UNIFORM SERVICES
CONTRIBUTING EMPLOYER0
ARLINGTON GOURMET MARKET (DBA -THURINGER MEATS)
CONTRIBUTING EMPLOYER0
ASCOT MEATS INC
CONTRIBUTING EMPLOYER0
ASHMANN PRESCRIPTIONS PHARMACY INC
CONTRIBUTING EMPLOYER0
ATHENA SCHOOL
CONTRIBUTING EMPLOYER0
AURORA REHABILITATON & LIVING CENTER
CONTRIBUTING EMPLOYER0
BAJA SERVICES (DBA - FUN SERVICES)
CONTRIBUTING EMPLOYER0
BASIC HARDWARE CENTER
CONTRIBUTING EMPLOYER0
BAYSIDE TERRACE
CONTRIBUTING EMPLOYER0
BLUE GOOSE STORE
CONTRIBUTING EMPLOYER0
BRIICK MEATS INC
CONTRIBUTING EMPLOYER0
BUNGE FOODS
CONTRIBUTING EMPLOYER0
BURGESS SQUARE HEALTHCARE & REHAB CENTRE LLC
CONTRIBUTING EMPLOYER0
C & F PACKING COMPANY
CONTRIBUTING EMPLOYER0
CP MEAT MARKET
CONTRIBUTING EMPLOYER0
CERTIFIED WAREHOUSE FOODS
CONTRIBUTING EMPLOYER0
CHASE UNIVERSAL SERVICE INC
CONTRIBUTING EMPLOYER0
CHIPAIN'S FINER FOODS
CONTRIBUTING EMPLOYER0
CONSUMER'S PACKING
CONTRIBUTING EMPLOYER0
D & D FINER FOODS
CONTRIBUTING EMPLOYER0
D & S INC
CONTRIBUTING EMPLOYER0
D & S MEAT MARKET
CONTRIBUTING EMPLOYER0
DARLING INTERNATIONAL INC
CONTRIBUTING EMPLOYER0
DE VRIES MEAT MARKET
CONTRIBUTING EMPLOYER0
DISCOUNT MEATS
CONTRIBUTING EMPLOYER0
DOMANI CONSTRUCTION & DEVELOPMENT INC
CONTRIBUTING EMPLOYER0
ER SMITH ENTERPRISESINC
CONTRIBUTING EMPLOYER0
EGYPTIAN STATIONERS INC
CONTRIBUTING EMPLOYER0
ELEGANCE IN MEATS INC
CONTRIBUTING EMPLOYER0
EX-CEL CORNED BEEF INC
CONTRIBUTING EMPLOYER0
FARMER'S MARKET INC
CONTRIBUTING EMPLOYER0
FELICIA'S MEAT MARKET DELI & CATERING
CONTRIBUTING EMPLOYER0
FIRST HEALTH CARE ASSOCIATION
CONTRIBUTING EMPLOYER0
FRESH LINE FOODS
CONTRIBUTING EMPLOYER0
GENE'S TIRE SERVICE INC
CONTRIBUTING EMPLOYER0
GEPPERTH'S MARKET
CONTRIBUTING EMPLOYER0
GILLMORES CORNER MARKET
CONTRIBUTING EMPLOYER0
GLENVIEW GOURMET MEATS (DBA - REAGAN MEATS)
CONTRIBUTING EMPLOYER0
GREAT WESTERN BEEF
CONTRIBUTING EMPLOYER0
HADDAD'S MARKET
CONTRIBUTING EMPLOYER0
HAPPY FOODS INC
CONTRIBUTING EMPLOYER0
HARI LLC (DBA - ILLINOIS VALLEY FOODS)
CONTRIBUTING EMPLOYER0
HARMON'S FOODS
CONTRIBUTING EMPLOYER0
HOLZKOPF'S MEAT MARKET LLC
CONTRIBUTING EMPLOYER0
HOME FURNITURE LLC
CONTRIBUTING EMPLOYER0
HONEY BAKED HAM
CONTRIBUTING EMPLOYER0
ILLINOIS FOOD RETAILERS ASSOCIATION
CONTRIBUTING EMPLOYER0
INTERNATIONAL MEAT COMPANY INC
CONTRIBUTING EMPLOYER0
INTERSTATE BRANDS
CONTRIBUTING EMPLOYER0
JT AMUSEMENTS LTD
CONTRIBUTING EMPLOYER0
JACK & PAT'S CERTIFIED INC
CONTRIBUTING EMPLOYER0
JERRY'S QUALITY MEATS
CONTRIBUTING EMPLOYER0
JOHNNY G'S QUALITY MEATS
CONTRIBUTING EMPLOYER0
JONDEB CORPORATION (DBA - PAN'S FOOD CENTER)
CONTRIBUTING EMPLOYER0
K & S WHOLESALE MEATS INC
CONTRIBUTING EMPLOYER0
KINGDOM FARMS WHOLESALE MEATS INC
CONTRIBUTING EMPLOYER0
KRAMER FOODS
CONTRIBUTING EMPLOYER0
LAKE AREA UNITED WAY
CONTRIBUTING EMPLOYER0
LINDY'S RED FOX INC
CONTRIBUTING EMPLOYER0
LO DOLCE MEAT COMPANY
CONTRIBUTING EMPLOYER0
LUESSE GROCERIES INC (DBA - LEROY'S A & J MARKET)
CONTRIBUTING EMPLOYER0
M & K FOODS (DBA - SEVEN ELEVEN)
CONTRIBUTING EMPLOYER0
MAIN STREET MARKETS OF BELLEVILLE INC
CONTRIBUTING EMPLOYER0
MARCO CONSULTING GROUP
CONTRIBUTING EMPLOYER0
MARIO'S BUTCHER SHOP
CONTRIBUTING EMPLOYER0
MAXON SHOOTERS SUPPLIES INC
CONTRIBUTING EMPLOYER0
MC CHESNEY & MILLER
CONTRIBUTING EMPLOYER0
MIKE'S MEAT MARKET (DBA - CASEY'S FOODS & MARKET)
CONTRIBUTING EMPLOYER0
MILLER GROCERY MARKET LLC (DBA - MILLER K MARKETS)
CONTRIBUTING EMPLOYER0
MINELLI DELI & MEATS
CONTRIBUTING EMPLOYER0
MR BEEF
CONTRIBUTING EMPLOYER0
MR CKG INC
CONTRIBUTING EMPLOYER0
MR Z' SUPERMARKET
CONTRIBUTING EMPLOYER0
MURPHY & ASSOCIATES LTD
CONTRIBUTING EMPLOYER0
NORTHWESTERN INDIANA BUILDING & TRADES COUNCIL
CONTRIBUTING EMPLOYER0
ONE STOP FOOD & LIQUORS
CONTRIBUTING EMPLOYER0
ONE STOP PACEMAKER
CONTRIBUTING EMPLOYER0
ORCHARD PRIME MEATS OF CARY INC
CONTRIBUTING EMPLOYER0
P & V CATERING
CONTRIBUTING EMPLOYER0
PARAMOUNT TRUCK BODY
CONTRIBUTING EMPLOYER0
PARKSHORE MARKET LTD
CONTRIBUTING EMPLOYER0
PATS WHOLESALE
CONTRIBUTING EMPLOYER0
PAULINA MARKET
CONTRIBUTING EMPLOYER0
PERSONAL CHEF SERVICES
CONTRIBUTING EMPLOYER0
PIATAK MEATS
CONTRIBUTING EMPLOYER0
PIK KWIK FOODS
CONTRIBUTING EMPLOYER0
POTASH BROTHERS
CONTRIBUTING EMPLOYER0
PRIME'N TENDER MEATS
CONTRIBUTING EMPLOYER0
Q MART HARDWARE & AUTO PARTS
CONTRIBUTING EMPLOYER0
RABER PACKING COMPANY
CONTRIBUTING EMPLOYER0
RIVERSIDE FOODS
CONTRIBUTING EMPLOYER0
RUSSO OF ITALY
CONTRIBUTING EMPLOYER0
RUSSO WHOLESALE
CONTRIBUTING EMPLOYER0
SNN INC (DBA - HOWARD & SONS QUALITY MEATS)
CONTRIBUTING EMPLOYER0
SACCUCCI (DBA - DUNNINGS MARKET)
CONTRIBUTING EMPLOYER0
SAFEWAY INC
CONTRIBUTING EMPLOYER0
SALEM VILLAGE NURSING HOME
CONTRIBUTING EMPLOYER0
SAURO & ASSOCIATES INC
CONTRIBUTING EMPLOYER0
SCHWEGEL'S MARKET
CONTRIBUTING EMPLOYER0
SHOELESS JOE'S
CONTRIBUTING EMPLOYER0
SODEXO INC
CONTRIBUTING EMPLOYER0
STEINBACH MEATS
CONTRIBUTING EMPLOYER0
STRACK & VAN TIL
CONTRIBUTING EMPLOYER0
SUNSET FOOD MARTS
CONTRIBUTING EMPLOYER0
SUPERVALUE FOODS
CONTRIBUTING EMPLOYER0
SV CARE LLC (DBA - SOUTHVIEW MANOR NURSING CENTER)
CONTRIBUTING EMPLOYER0
SYMPHONY HEALTHCARE
CONTRIBUTING EMPLOYER0
TED'S AUTO CLINIC INC
CONTRIBUTING EMPLOYER0
TERRACE NURSING HOME
CONTRIBUTING EMPLOYER0
THE CALUMET PROJECT FOR INDUSTRIAL JOBS
CONTRIBUTING EMPLOYER0
THE KROGER COMPANY
CONTRIBUTING EMPLOYER0
THORNTON HEIGHTS TERRACE
CONTRIBUTING EMPLOYER0
TRANSPORT PRODUCTION SYSTEMS (DBA - PTO SERVICES INC)
CONTRIBUTING EMPLOYER0
TREASURE ISLAND
CONTRIBUTING EMPLOYER0
TRISTATE SECURITY OF AMERICA (DBA - HICKORY POINT MALL)
CONTRIBUTING EMPLOYER0
US FOODS (DBA - NEW CITY PACKING COMPANY)
CONTRIBUTING EMPLOYER0
VINCE & SONS
CONTRIBUTING EMPLOYER0
VLCEKS FINE MEATS INC
CONTRIBUTING EMPLOYER0
WATSON'S OFFICE SUPPLY
CONTRIBUTING EMPLOYER0
WELCH'S STOP & SHOP
CONTRIBUTING EMPLOYER0
WHEATON MEAT COMPANY
CONTRIBUTING EMPLOYER0
WINSTON'S SAUSAGE
CONTRIBUTING EMPLOYER0
WISE WAY SUPER CENTERS
CONTRIBUTING EMPLOYER0
YESTER YEARS MEAT SHOPPE
CONTRIBUTING EMPLOYER0
ZENITH AMERICAN SOLUTIONS
CONTRIBUTING EMPLOYER0
ZVI FISHBANE INC
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
UNITED FOOD AND COMMERICAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
N477815
UNITED FOOD AND COMMERICAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
O2335602
UNITED FOOD AND COMMERICAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
Q2940961