STRATEGY STUDIO / PUBLIC DATA EXPLORER

BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND (EIN 53-0227042)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-24
IRS object ID
201312979349300841
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)
Timestamp2013-10-24T15:33:15-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOND BEEBE PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST-WEST HIGHWAY SUITE 900AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208143423ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN530227042EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BAKERY AND CONFECTIONERY UNION ANDBusinessNameLine1
Business Name Line2INDUSTRY INTERNATIONAL HEALTH BENEFITS FUNDBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% ROBERT J BERGINInCareOfName
Name ControlBAKENameControl
Phone3014683750Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line110401 CONNECTICUT AVEAddressLine1
Address Line2SuiteAddressLine2
CityKENSINGTONCity
StateMDState
ZIP Code208953960ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT BERGINName
TitleEXECUTIVE DIRECTORTitle
Phone3014683750Phone
Date Signed2013-10-04DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSCOTT PRICEName
Phone3012726000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT J BERGINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line110401 CONNECTICUT AVENUEAddressLine1
CityKENSINGTONCity
StateMDState
ZIP Code208953960ZIPCode
FieldValueIRS element (for citing)
Gross Receipts290268796GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteBCTRUSTFUNDS.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1953YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTHE FUND OPERATES AS A TRUST TO PROVIDE CERTAIN HEALTH BENEFITS TO LOCAL UNION EMPLOYEES, FUND OFFICE EMPLOYEES AND COVERED EMPLOYEES OF PARTICIPATING EMPLOYERS UNDER COLLECTIVELY BARGAINED AGREEMENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees48TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year38344489ProgramServiceRevenuePriorYear
Program Service Revenue CY37369180ProgramServiceRevenueCY
Investment Income Prior Year9994622InvestmentIncomePriorYear
Investment Income Current Year9832500InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year48339111TotalRevenuePriorYear
Total Revenue Current Year47201680TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year39024800BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY40742282BenefitsPaidToMembersCY
Salaries Etc Prior Year2475483SalariesEtcPriorYear
Salaries Etc Current Year2341879SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2526019OtherExpensePriorYear
Other Expenses Current Year2603501OtherExpensesCurrentYear
Total Expenses Prior Year44026302TotalExpensesPriorYear
Total Expenses Current Year45687662TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4312809RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1514018RevenuesLessExpensesCY
Total Assets BOY243373508TotalAssetsBOY
Total Assets EOY253433939TotalAssetsEOY
Total Liabilities BOY2786991TotalLiabilitiesBOY
Total Liabilities EOY3965910TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY240586517NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY249468029NetAssetsOrFundBalancesEOY
Mission DescriptionTHE ORGANIZATION IS THE TRUST FOR THE BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS PLAN, A COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN SERVING THE UNION MEMBERS OF THE BAKERY AND CONFECTIONERY INDUSTRY.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionFUNDED HEALTH, DISABILITY, AND DEATH BENEFITS FOR MEMBERS, WHICH NUMBERED approximately 12,800 AS OF DECEMBER 31, 2012.Description
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964647NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees48NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddresstrueOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonROBERT J BERGINNamePerson
Telephone Number3014683720TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line110401 CONNECTICUT AVEAddressLine1
CityKENSINGTONCity
StateMDState
ZIP Code208953960ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
FRANK HURT
CHAIRMAN/UNION TRUSTEE1.039.0XX029647711265
DAVID B DURKEE
UNION TRUSTEE1.039.0X023698680756
STEVEN V BERTELLI
UNION TRUSTEE1.039.0X015976667398
ANTHONY L JOHNSON
UNION TRUSTEE (RESIGNED)1.039.0X06724857345
ART MONTMINY
UNION TRUSTEE1.039.0X015821267247
ROBERT OAKLEY
UNION TRUSTEE1.039.0X016309218620
RANDY D ROARK
UNION TRUSTEE1.039.0X015812067331
THOMAS G KIRCHNER
EMPLOYER TRUSTEE (RESIGNED)1.039.0X00
LOU MINELLA
SECRETARY/EMPLOYER TRUSTEE1.039.0XX00
JON MCPHERSON
EMPLOYER TRUSTEE1.039.0X00
JOHN WAGNER
EMPLOYER TRUSTEE1.039.0X00
DAN CRAIG
EMPLOYER TRUSTEE1.039.0X00
JAMES RIVERS
UNION TRUSTEE1.039.0X0123220-6862
ROBERT J BERGIN
EXECUTIVE DIRECTOR8.032.0X4451917807574590
STEVEN BROCK
MANAGER OF ADMIN SERVICES8.032.0X2527610110452016
HILTON BRAKE
MANAGER OF INFORMATION TECH14.026.0469718723165954X
MICHAEL KIDD
OPERATIONS & DATA CNTRL SUPER.14.026.0409647607665476X
FieldValueIRS element (for citing)
Total Reportable Comp From Org157730TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1805607TotalReportableCompFrmRltdOrgs
Total Other Compensation621136TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
PNC - FINANCIAL SERVICES
TWO HOPKINS PLAZABALTIMOREMD21203CUSTODIAL SERVICES294229
BOND BEEBE
4600 EAST-WEST HWY SUITE 900BETHESDAMD208143423ACCOUNTING SERVICES288015
THE SEGAL COMPANY
ONE PARK AVENUE 8TH FLOORNEW YORKNY100165895ACTUARY SERVICES283595
CAPARIO
4415 SOLUTIONS CENTERCHICAGOIL606774404MEDICAL REIMBURSEMNT168643
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYERS CONTRIBUTIONS5251002451969824519698
PARTICIPANTS COBRA CONTRIBUTIONS525100154955154955
RETIREES CONTRIBUTIONS5251001269452712694527
FieldValueIRS element (for citing)
Total Program Service Revenue37369180TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7564207TotalRevenueColumn
Exclusion$7,564,207ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities245335409Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities243067116Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2268293Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2268293TotalRevenueColumn
Exclusion$2,268,293ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column47201680TotalRevenueColumn
Related Or Exempt Function Income37369180RelatedOrExemptFunctionIncome
Exclusion$9,832,500ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total40742282Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total84566Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1355121Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total496940Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total293400Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total111852Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total114531Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total288015Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total294229Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total283595Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total567684Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total347710Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total28636Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total257356Total

Insurance Insurance

FieldValueIRS element (for citing)
Total39517Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
MEDICAL CLAIMS PROCESS/REVIEW193275
ALLOCATED ADMINISTRATION149400
MEMBERSHIP FEES12500
HEALTH CARE AUDITING11547

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total15506Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total45687662Total
FieldValueIRS element (for citing)
Info In Schedule O Part XXInfoInScheduleOPartX

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY219948BOY
EOY54186EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY7187053BOY
EOY6467366EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2401133BOY
EOY1612016EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY102835BOY
EOY73629EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7354390LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec6666253LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY569817BOY
EOY688137EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY231341177BOY
EOY241167154EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1551545BOY
EOY3371451EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY243373508BOY
EOY253433939EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY285245BOY
EOY302951EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY678666BOY
EOY606615EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1823080BOY
EOY3056344EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2786991BOY
EOY3965910EOY
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)
BOY240586517BOY
EOY249468029EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY240586517BOY
EOY249468029EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY243373508BOY
EOY253433939EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1514018ReconcilationRevenueExpenses
Reconciliation Unrealized Invest7250432ReconciliationUnrealizedInvest
Reconcilation Other Changes117062ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1193298OtherCostOrOtherBasis
Depreciation1141989Depreciation
Book Value51309BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis5952135OtherCostOrOtherBasis
Depreciation5321852Depreciation
Book Value630283BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis208957OtherCostOrOtherBasis
Depreciation202412Depreciation
Book Value6545BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings688137TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
CASH COLLATERAL OBLIGATION$2,152,900
NET UNFUNDED PENSION LIABILITY$819,489
DUE TO PENSION FUND$83,955
FieldValueIRS element (for citing)
Total Of Amounts3056344TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt54157883TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments7250432NetUnrealizedGainsInvestments
Revenue Not Rptd F9907250432RevenueNotRptdF990
Revenue Subtotal46907451RevenueSubtotal
Investment Expenses Not Included294229InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt294229RevenueNotRptdOnFinStmt
Total Revenue Per Form99047201680TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt45393433TotExpensesEtcAuditedFinclStmt
Expenses Subtotal45393433ExpensesSubtotal
Investment Expenses Not Included2294229InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt294229ExpensesNotRptdOnFinStmt
Total Expenses Per Form99045687662TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierFIN 48 FOOTNOTEIdentifier
Return ReferencePART X, LINE 2ReturnReference
ExplanationAccounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and accrue an income tax liability if the Fund 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 income tax positions taken and concluded that as of December 31, 2012, there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the consolidated financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that the Fund is no longer subject to income tax examinations for years prior to 2009.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsOther 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
ROBERT J BERGIN
EXECUTIVE DIRECTOR407301629203789151551760645954220688246433123285300
FRANK HURT
CHAIRMAN/UNION TRUSTEE0210672858050-370011635030774200
DAVID B DURKEE
UNION TRUSTEE019662740359069239011517031774200
STEVEN V BERTELLI
UNION TRUSTEE013763822128055906011492022716400
ART MONTMINY
UNION TRUSTEE013763820574055755011492022545900
ROBERT OAKLEY
UNION TRUSTEE01426382045407128011492018171200
RANDY D ROARK
UNION TRUSTEE013763820482055839011492022545100
HILTON BRAKE
MANAGER OF INFORMATION TECH4467182960230042711521439709386171706604613411000
STEVEN BROCK
MANAGER OF ADMIN SERVICES2398595939129151651135329633220688243883513956100
MICHAEL KIDD
OPERATIONS & DATA CNTRL SUPER.40964760761508139364386171705990612261000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierDEFERRED COMPENSATIONIdentifier
Return ReferencePART II, COLUMN CReturnReference
ExplanationTHE AMOUNTS IN THIS COLUMN ONLY REPRESENT THE ANNUAL INCREASE (DECREASE) IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonKATIE CHARPENTIERNamePerson
FieldValueIRS element (for citing)
RelationshipSEE PART VRelationship
Amount Of Transaction49503AmountOfTransaction
Description Of TransactionWAGESDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierRELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATIONIdentifier
Return ReferencePART IV, LINE 1(B)ReturnReference
ExplanationFAMILY MEMBER OF ROBERT J BERGIN, EXECUTIVE DIRECTORExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
REVIEW PROCESS OF FORM 990PART VI, SECTION B, LINE 11BTHE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY TO REVIEW THE FORM 990 PRIOR TO FILING TO THE MANAGER OF ADMINISTRATIVE SERVICES AND THE EXECUTIVE DIRECTOR.
SELECTION OF TRUSTEESPART VI, SECTION A, LINE 7ATHE TRUSTEES ARE APPOINTED BY THE UNION AND EMPLOYERS, WHO PARTICIPATE IN THE HEALTH BENEFIT PLAN. EACH GROUP HAS THE RIGHT TO SELECT UP TO EIGHT TRUSTEES TO SERVE ON THE BOARD.
PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTSPART VI, SECTION C, LINE 19THE BENEFIT PLAN DOES MAKE ITS PLAN DOCUMENT, TRUST DOCUMENT AND SUMMARY PLAN DESCRIPTION AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER COMMITTEESPART VI, SECTION A, LINE 8BTHE BENEFIT PLAN HAS NO OTHER COMMITTEE THAT CAN ACT ON THE BEHALF OF THE GOVERNING BODY.
MAILING ADDRESSES FOR TRUSTEES DIFFERENT FROM FUND ADDRESSPART VI, SECTION A, LINE 11LIST OF TRUSTEES THAT ARE REACHED AT AN ADDRESS DIFFERENT FROM THE TRUST: ------------------------------------------------------------------------- James Rivers International Vice President, BCTGM International Union 155 Forest Hall Place, Fayetteville, GA 30214 Art Montminy International Vice President, BCTGM International Union PO Box 628, Douglas, MA 01516 Robert Oakley International Vice President, BCTGM International Union 706 Stelwood Road, Philadelphia, PA 19115 Randy D. Roark International Vice President, BCTGM International Union 12506 37th Ave Court, N.W., Gig Harbor, WA 98332 Dan Craig Vice President, Labor & Employee Relations, Bimbo Bakeries USA 3500 Lacey Road, Downers Grove, IL 60515 Jon McPherson Vice President, Director - Corporate Logistics, The Kroger Company 1014 Vine Street, Cincinnati, OH 45202 Lou Minella Vice President, Senior VP Labor Relations, Bimbo Bakeries USA 255 Business Center Drive, #200, Horsham, PA 19044 John Wagner Vice President of Labor Relations, The Kroger Company 1014 Vine Street, Cincinnati, OH 45202
NONCASH OUTLAYS INCLUDED IN COMPENSATIONPART VII, SECTION A, COLUMN E & F$496,402 OF COLUMN F REPRESENT AMOUNTS CALCULATED BY THE PLAN ACTUARY AS TO THE INCREASE IN ACTUARIAL VALUE IN DEFINED BENEFITS. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION TO THE OFFICERs AND HIGHLY COMPENSATED EMPLOYEES.
OTHER CHANGE IN NET ASSETSPART XI, LINE 9PENSION-RELATED CHANGES OTHER Than Net Periodic Pension COST OF $117,062

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (44 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
b&c union & industry intl pension
10401 CONNECTICUT AVEKENSINGTONMD20895526118572PENSION FUNDMD401(A)NAfalse
BCTGM Local Union 25
3922 Volunteer DriveChattanoogaTN37416N/A
BCTGM Local Union 26
2201 West 52nd AvDenverCO80221N/A
BCTGM Local Union 50
85 ORIENT WAYRUTHERFORDNJ07070N/A
BCTGM Local Union 1
7310 39th Street 200LyonsIL60534N/A
BCTGM Local Union 53
85 ORIENT WAYRUTHERFORDNJ07070N/A
BCTGM Local Union 3
85 ORIENT WAYRUTHERFORDNJ07070N/A
BCTGM Local Union 4
2615 Winnebago StreetSaint LouisMO63118N/A
BCTGM Local Union 6
5416 Rising Sun AvePhiladelphiaPA19120N/A
BCTGM Local Union 9
5950 6th Ave S Suite 201SeattleWA98108N/A
BCTGM Local Union 22
312 Central Ave Ste 590MinneapolisMN55414N/A
BCTGM Local Union 36
736 Federal St Ste 1205DavenportIA52803N/A
BCTGM Local Union 42
1030 Dill Ave S WAtlantaGA30310N/A
BCTGM Local Union 57
555 East Rich StreetColumbusOH43215N/A
BCTGM Local Union 65
1414 N Memorial DrTulsaOK74115N/A
BCTGM Local Union 83
6275 Auto Center DriveBuena ParkCA90621N/A
BCTGM Local Union 68
2701 W Patapsco AvBaltimoreMD21230N/A
BCTGM Local Union 85
7125 Governors CircleSacramentoCA95823N/A
BCTGM Local Union 102
108-15 Crossbay BlvdOzone ParkNY11471N/A
BCTGM Local Union 103
PO BOX 390865DELTONAFL32739N/A
BCTGM Local Union 111
1720 Ocala StreetDallasTX75218N/A
BCTGM Local Union 116
66 Genesee StreetAuburnNY13021N/A
BCTGM Local Union 118
9602 B Martin L King HwyLanhamMD20706N/A
BCTGM Local Union 132
431 S Mapleton StColumbusIN47201N/A
BCTGM Local Union 149
3305 DIRECTORS ROWMemphisTN38131N/A
BCTGM Local Union 218
1100 Admiral Blvd 202Kansas CityMO64106N/A
BCTGM Local Union 253
5725 Dragon Way Ste 201CincinnatiOH45227N/A
BCTGM Local Union 280
210 N Fulton AveEvansvilleIN47710N/A
BCTGM Local Union 300
4376 South Archer AveChicagoIL60632N/A
BCTGM Local Union 315
8316 Clairemont Mesa Blv Ste 201San DiegoCA92111N/A
BCTGM Local Union 326
10501 Allen Rd 206Allen ParkMI48101N/A
BCTGM Local Union 334
94 Auburn Street 200PortlandME04103N/A
BCTGM Local Union 348
1 Pleasant StFraminghamMA01701N/A
BCTGM Local Union 358
PO BOX 588SANDSTONVA23150N/A
BCTGM Local Union 364
2205 North Lombard StPortlandOR97217N/A
BCTGM Local Union 372B
6433 E Washington StIndianapolisIN46219N/A
BCTGM Local Union 464
16 W Caracas AvHersheyPA17033N/A
BCTGM Local Union 492
7521 Verree RoadPhiladelphiaPA19111N/A
BCTGM Local Union 503
122 Mentor StreetSummervilleSC29483N/A
BCTGM Local Union 719
P O Box 1133Clen RockNJ07452N/A
BCTGM Local Union 70
158 36th Street SEGrand RapidsMI49548N/A
BCTGM Local Union 36G
225 Louisiana StreetBuffaloNY14204N/A
BCTGM INTERNATIONAL UNION
10401 CONNECTICUT AVENUEKENSINGTONMD20895N/A
Board of Trustees B&C Union and Industr
10401 CONNECTICUT AVEKENSINGTONMD20895JOINT BOARDMDfalseN/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (61 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCode
HOSTESS BRANDS INC
12 East Armour BlvdKansas CityMO64111
BIMBO BAKERIES USA INC
255 Stewart RoadWilkes BarrePA18706
A B Workers Federal credit union
7521 Verree RoadPhiladelphiaPA19111
Alpha Baking Co Inc
5001 W Polk StreetChicagoIL60644
Bays Michigan Corp
P O Box 1455ChicagoIL60690
Boehms Candies Inc
255 Northeast GillmanIssaquahWA98027
Lewis Bros Bakeries Inc
855 Scott StreetMurfreesboroTN37129
Compass Group
7458 Candlewood Road CHanoverMD21076
Cellone Bakery
P O BOX 16288PittsburghPA15242
East Balt Commissary Inc
1801 W 31st PlaceChicagoIL60608
Giant Food Inc
P O Box 55888BostonMA02205
Gonnella Baking Co
1117 East Wiley RoadSchaumburgIL60173
Haggen Inc
P O Box 9704BellinghamWA98227
Herman Seekamp Inc
1120 W Fullerton AveAddisonIL60101
Automatic Rolls of ne
328 Lake RdDayvilleCT06241
Just Born II
7701 State RoadPhiladelphiaPA19136
Klostermans Baking Co
4760 Paddock RdCincinnatiOH45229
Kroger Co
P O Box 1648HutchinsonKS67504
Mallet & Co Inc
P O Box 474CarnegiePA15106
Kellogg Co
235 Porter St Bldg 91-4Battle CreekMI49014
New Bakery Co of Ohio
3005 Eastpoint DriveZanesvilleOH43701
Nickles Bakery Inc
26 Main StreetNavarreOH44662
Olson Food
P O Box 3488LynnwoodWA98046
Ottenbergs Bakery Inc
3330 75th AvenueHyattsvilleMD20785
Richmond Baking Co
P O Box 698RichmondIN47375
Safeway Stores Inc
P O Box 52035PhoenixAZ85072
Franz Bakeries Inc
P O Box 14769portlandOR97293
Svenhards Swedish bakery inc
335 Adeline StOaklandCA94607
Virginia Bakery
1690 Shattuck AveBerkeleyCA94709
Nestle USA
2501 Beich RdBloomingtonIL61704
Savor Street Foods Inc
P O Box 15053ReadingPA19612
Perfection Bakeries Inc
350 Pearl StreetFort WayneIN46802
Cohens Bakery Inc
1132-1136 BroadwayBuffaloNY14212
The Markets LLC
P O Box 9797BellinghamWA98227
B & G Foods Inc
1 Bean Pot CirclePortlandME04103
Sara Lee Corp
3470 Rider Trail SouthEarth CityMO63045
Beech-Nut Nutrition Corp
100 Hero DriveAmsterdamNY12010
Tom Cat Bakery Inc
43-05 10th StLong Island CityNY11101
Conagra
P O Box 618Saint LouisMO63188
Zeregas Sons Inc
P O Box 241Fair LawnNJ07410
Del Monte Corporation
243 Urban StreetBuffaloNY14211
Supervalu
2501-1 West Grandview RdPhoenixAZ85023
automatic rolls of nj
one gourmet laneedisonNJ08837
hartford bakery inc
500 n fulton avenueevansvilleIN47710
Conagra
po box 212womelsdorfPA19567
Grocery Haulers Inc
581 Main Street 5th FlWoodbridgeNJ07095
Keebler Company
One Trade StreetCincinnatiOH45227
Kellogg Co
3700 Victory DriveColumbusGA31903
Kellogg Sales Co
PO Box 3200Battle CreekMI49016
Klosterman's Baking Co
508 W Main StreetSpringfieldOH45504
Lewis Bros Bakeries Inc
500 N Fulton AveEvansvilleIN47710
Ottenbergs Bakers Inc
1413 Progress WayEldersburgMD21784
Sara Lee Corp
225 Stewart RoadHanover TownshipPA18706
Mondelez Global LLC
221 Swift RoadAddisonIL60101
Mondelez Global LLC
17689 East 30th AveAuroraCO80011
Mondelez Global LLC
6300 Brook Hollow PkwyNorcrossGA30071
Mondelez Global LLC
7300 S Kedzie AvenueChicagoIL60629
Mondelez Global LLC
22-11 Route 208FairlawnNJ07410
Mondelez Global LLC
12000 E Roosevelt BlvdPhiladelphiaPA19116
Mondelez Global LLC
100 NE Columbia BlvdPortlandOR97211
Mondelez Global LLC
1400 Murphy Avenue SEAtlantaGA30310
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg