Ufcw 1776 & Participating Employers Health & Welfare Fund in Plymouth Meeting, Pennsylvania (PA)

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Ufcw 1776 & Participating Employers Health & Welfare Fund
Employer Identification Number (EIN)236464837
Name of OrganizationUfcw 1776 & Participating Employers Health & Welfare Fund
AddressPlymouth Meeting, PA 19462
Tax Period2003
Asset Amount$24,117,094
Amount of Income$61,638,994
Form 990 Revenue Amount$61,638,994
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2003: $61,638,994
This organization: 

 $61,638,994
Other organizations performing similar types of work: 

 $15,570,795

Assets in 2003: $24,117,094
This organization: 

 $24,117,094
Other organizations performing similar types of work: 

 $11,472,741

Expenses in 2003: $55,251,244
This organization: 

 $55,251,244
Other organizations performing similar types of work: 

 $9,889,885

Income to expenses ratio in 2003: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.0

Financial snapshot ($)

Revenue for 2003

Assets at end of 2003

Income-Producing Activities for 2003

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20022003
Total revenue$53,576,774$61,638,994
Contributions, gifts, grants, and similar amounts received$0$0
Contributions to donor advised funds
Direct public support$0$0
Indirect public support$0$0
Government contributions (grants)$0$0
Program service revenue including government fees and contracts$52,866,409$61,102,671
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$80,779
Dividends and interest from securities$238,958$156,340
Net rental income or (loss)$0$0
Gross rents$0$0
Less: rental expenses$0$0
Other investment income$13,407$13,177
Gain or (loss) from sales of assets other than inventory$0$0
Gross amount from sales of assets other than inventory$0$0
Less: cost or other basis and sales expenses$0$0
Net income or (loss) from special events and activities$0$0
Gross revenue$0$0
Less: direct expenses other than fundraising expenses$0$0
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$458,000$286,027
Total expenses$49,291,218$55,251,244
Program services$0$0
Management and general$0$0
Fundraising$0$0
Payments to affiliates$0$0
Net assets or fund balances at end of year$17,729,344$24,117,094
Excess or (deficit) for the year$4,285,556$6,387,750
Net assets or fund balances at beginning of year$13,443,788$17,729,344
Other changes in net assets or fund balances$0$0
Statement of Functional Expenses (for 2003)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$55,251,244$0$0$0
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$55,251,244
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$0$0$0$0
Balance Sheets
20022003
Total assets$23,445,015$30,997,579
Cash - non-interest-bearing$4,320,245$10,005,415
Savings and temporary cash investments$0$0
Accounts receivable less allowance for doubtful accounts$0$0
Pledges receivable less allowance for doubtful accounts$0$0
Grants receivable$1,852,371$3,582,874
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$125,152
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$15,958$17,458
Investments - publicly-traded securities
Investments - other securities$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0
Investments - other$12,478,360$16,595,059
Land, buildings, and equipment less accumulated depreciation$31,266$6,811
Other assets, including program-related investments$4,746,815$664,810
Total liabilities$5,715,671$6,880,485
Accounts payable and accrued expenses$568,586$96,985
Grants payable$0$0
Deferred revenue$0$0
Loans from officers, directors, trustees, and key employees$0$0
Tax-exempt bond liabilities$0$0
Mortgages and other notes payable$0$0
Other liabilities$5,147,085$6,783,500
Total liabilities and net assets/fund balances$23,445,015$30,997,579
Total net assets or fund balances$17,729,344$24,117,094
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20022003
Total revenue$53,576,774$61,638,994
Total revenue, gains, and other support per audited financial statements$53,576,774$61,638,994
Other expenses$0$0
Net unrealized gains on investments$0$0
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$0$0
Other revenue$0$0
Investment expenses$0$0
Other$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20022003
Total expenses$49,291,218$55,251,244
Total expenses and losses per audited financial statements$49,291,218$55,251,244
Other revenue$0$0
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$0$0
Other expenses$0$0
Investment expenses$0$0
Other$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2003)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$0$61,638,994
Program service revenue
Program service revenue 1000000$000$0$61,102,671
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$80,779
Dividends and interest from securities000000$000$0$156,340
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$13,177
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$286,027
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2003)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2003)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2003)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
20012002
Total$0$0
Gifts, grants, and contributions received$0$0
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2003)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1National Elevator Industry Health Benefit Plan19 Campus Blvd Ste 200, Newtown Sq, PA 19073-3239PA1955-01$1,055,018,879
2Permanente Medical Group Inc Medi Pl For Ret Emp By Coll Brg Agr Tr, Tpmg Retired UnionPO BOX 535007, Pittsburgh, PA 15253-5007PA$725,135,881
3United States Steel Corporation Represented Retirees Benefit Trust600 Grant St Ste 2643, Pittsburgh, PA 15219-2805PA1995-01$557,845,786
4Steelworkers Health & Welfare Fund60 Blvd Of The Allies Fl 5, Pittsburgh, PA 15222-1209PA1949-05$544,018,570
5Carpenters Health & Welfare Fund Of Philadelphia And Vicinity1811 Spring Garden St, Philadelphia, PA 19130-3916PA1964-02$310,177,568
6United States Steel Corporation Active Employee Insurance Benefits600 Grant St Ste 2643, Pittsburgh, PA 15219-2800PA1973-08$279,867,081
7American Electric Power System Employees Benefit TrPO BOX 535007, Pittsburgh, PA 15253-5007PA1969-06$263,195,185
8Geico Corporation Welfare Plans TrustC/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222PA1987-11$240,048,475
9Beckman Instruments Inc Welfare Benefits Plan TrustPO BOX 535007, Pittsburgh, PA 15253-5007PA1992-01$230,759,094
10Trust Agreement For Duke Energy Corp Welfare Benefits Trust Veba IPO BOX 535007, Pittsburgh, PA 15253-5007PA1979-10$223,390,922
11Ameren Health & Welfare TrustPO BOX 535007, Pittsburgh, PA 15253-5007PA1997-12$215,753,982
12Mead Voluntary Employee Benefit AssociationPittsburgh, PA 15230PA$210,061,309
13Pennsylvania Power And Light Company Managers Compensation Plan, Retiree Health PlanPO BOX 535007, Pittsburgh, PA 15253-5007PA1994-12$189,210,050
14P G & E Post Retirement Med Pl Tr Non-Mgmt Employees & RetireesPO BOX 535007, Pittsburgh, PA 15253-5007PA1992-05$180,311,783
15Bell Atlantic Retiree Life Insurance Plan Trust, Bell Atlantic Retiree Life Ins Pl TPO BOX 185, Pittsburgh, PA 15230-0185PA1994-03$153,743,614
16Pacific Gas & Electric Long-Term Disability Trust For Union EmplPO BOX 535007, Pittsburgh, PA 15253-5007PA1995-11$149,859,246
17Voluntary Employees Beneficiary Association For The General Mills, American Federation Grain MillersPO BOX 535007, Pittsburgh, PA 15253-5007PA1994-05$144,862,503
18Laborers District Council Of1425 Forbes Avenue 6th Floor, Pittsburgh, PA 15219-5140PA1955-01$136,775,360
19District Council 33 Health-Welfare, Welfare Fund3001 Walnut St, Philadelphia, PA 19104-3414PA1974-12$125,513,374
20Central Pennsylvania Teamsters Health And Welfare Fund1055 Spring St, Wyomissing, PA 19610-1747PA1954-12$122,241,929
21Sheet Metal Workers Welfare Fund Of Southeastern Pennsylvania, 19 Local Union1301 S Columbus Blvd, Philadelphia, PA 19147-5505PA1950-06$120,839,081
22Ufcw Local 1776 & Participating Employers Health & Welfare Fund30318 Walton Road, Plymouth Meeting, PA 19462PA1968-12$120,029,225
23Entergy Corp Companies Bargaining Employees Welfare Benefit TrustPO BOX 535007, Pittsburgh, PA 15253-5007PA1996-05$117,182,702
24K-Mart Corporation Medical/Dental PlanPittsburgh, PA 15230PA$113,439,544
25Lincoln National Corporation Voluntary Employee Bene Assoc Tr150 N Radnor Chester Rd, Radnor, PA 19087-5252PA1984-12$107,295,782
26Gte Bargained Retired Group Insurance Plan, Gte Bargained Veba TrustPO BOX 185, Pittsburgh, PA 15230-0185PA1993-03$102,109,615
27District 1199c Benefit Fund For Hosp Employees-Phila & Vicinity1319 Locust St, Philadelphia, PA 19107-5405PA1994-03$100,995,935
28Operating Engineers Welfare Fund Of Eastern Pa & Delaware, Local 5421375 Virginia Dr Ste 102, Ft Washington, PA 19034-3257PA1954-07$99,509,842
29Operating Eng Local 66 Welfare Fund111 Zeta Dr 1st Fl, Pittsburgh, PA 15238-2811PA1968-10$96,990,773
30Granite State Elec Co Post Ret Ben Tr For Emp Sub To Collect Bargain, Post Retire Ben For Non UnionPO BOX 535007, Pittsburgh, PA 15253-5007PA1993-08$95,121,395
Number of organizations performing similar types of work
Alaska4
Alabama13
Arkansas6
Arizona19
California217
Colorado18
Connecticut44
District of Columbia24
Delaware7
Florida38
Georgia43
Hawaii21
Iowa25
Idaho5
Illinois218
Indiana47
Kansas19
Kentucky23
Louisiana10
Massachusetts81
Maryland58
Maine4
Michigan96
Minnesota80
Missouri75
Mississippi6
Montana7
North Carolina45
North Dakota6
Nebraska12
New Hampshire5
New Jersey128
New Mexico3
Nevada18
New York325
Ohio132
Oklahoma12
Oregon38
Pennsylvania205
Rhode Island20
South Carolina6
South Dakota2
Tennessee46
Texas113
Utah16
Virginia28
Vermont1
Washington65
Wisconsin61
West Virginia12
Wyoming1
International1
Total2,509

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