2024-11-14T14:57:30-06:00 2023-12-31 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-01-01 232122939 GIORGIO HEALTH AND WELFARE PLAN GIOR 6109262139 PO BOX 96 TEMPLE PA 19560 MICHAEL SOBOTA CFO OF GIORGIO FOODS, INC 6109262139 2024-11-13 1 1 JOANNE B SZUPKA CPA P03256361 4848742200 2024-11-12 2023 2024-10-15 13:58:12Z MICHAEL SOBOTA PO BOX 96 TEMPLE PA 19560 19120667 0 X N/A X 1979 PA TO PROVIDE GROUP LIFE, DISABILITY, VISION, DENTAL & HEALTH INSURANCE TO SPONSORS' EMPLOYEES. 2 2 0 2 0 0 0 0 16662735 19120667 0 0 0 0 16662735 19120667 0 0 16509346 19230632 0 0 0 0 0 58798 16909 16568144 19247541 94591 -126874 126874 0 0 0 126874 0 X TO PROVIDE HEALTH BENEFITS TO THE EMPLOYEES OF GIORGIO FOODS, INC., GIORGI MUSHROOM CO., GIORGI GLOBAL HOLDINGS INC., THE GIORGI COMPANIES INC., MG ALIMENTOS INC., CANPACK US LLC, CAN CORPORATION OF AMERICA, INC., ONTELAUNEE FARMS, INC., GIORGIO FRESH CO., CANPACK GROUP LLC, MAIDENCREEK PLAZA CO., CF LOGISTICS LLC,, GASPARI FARM PRODUCTS, INC., GASPARI FARMS, INC., AND DEW FRESH, INC. 0 0 17777094 HEALTH INSURANCE BENEFITS ARE PROVIDED TO SPONSORS' EMPLOYEES THROUGH SELF-INSURANCE. THE TRUST PROVIDED BENEFITS IN 2023 TO APPROXIMATELY 1,833 ACTIVELY PARTICIPATING EMPLOYEES. 1453538 GROUP LIFE, DISABILITY, DENTAL AND VISION INSURANCE BENEFITS ARE PROVIDED TO SPONSORS' EMPLOYEES THROUGH GROUP INSURANCE COVERAGE. 16909 COBRA AND DISABILITY BENEFITS COSTS 19247541 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 0 1 0 0 0 0 0 0 0 0 0 X 2 2 1 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 X MICHAEL SOBOTA 6109262139 PO BOX 96 TEMPLE PA 19560 X JOSHUA SARNER TRUSTEE 1.00 X 0 0 0 MICHAEL SOBOTA CFO - GIORGIO FOODS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 12655033 12655033 EMPLOYEE CONTRIBUTIONS 900099 6465634 6465634 19120667 19120667 19120667 0 0 19230632 19230632 ADMINISTRATIVE FEES 16909 16909 19247541 19247541 0 0 126874 0 126874 0 0 0 X 0 0 0 0 126874 0 126874 0 126874 0 -126874 0 X X 0 1 X 1 0 0 X 19120667 0 19120667 0 19120667 19247541 0 19247541 0 19247541 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND; ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME, IF ANY, IS EXEMPT FROM INCOME TAXES. THE COMPANY BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020 FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 2 JOSHUA SARNER IS GENERAL LEGAL COUNSEL ON RETAINER FOR ALL ENTITIES UNDER THE GIORGI GLOBAL HOLDINGS, INC UMBRELLA AND IS PAID BY F&P HOLDING CO, INC.. MICHAEL SOBOTA IS AN OFFICER FOR ALL ENTITIES UNDER THE GIORGI GLOBAL HOLDINGS, INC UMBRELLA INCLUDING THOSE LISTED ON SCHEDULE R. ALL LISTED ENTITIES ARE DIRECTLY RELATED TO GIORGI GLOBAL HOLDINGS, INC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE TRUSTEE AND PLAN ADMINISTRATOR ELECTRONICALLY TO REVIEW AFTER BEING APPROVED BY THE CFO AND HR DIRECTORS OF THE PARTICIPATING COMPANIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE INDEPENDENT AUDITORS ARE SELECTED BY SELECTED MEMBERS OF THE PARTICIPATING COMPANIES GOVERNING BODY ALONG WITH THE SELECTION OF THE INDEPENDENT AUDITORS FOR THE FINANCIAL AUDITS OF THE PARTICIPATING COMPANIES. THE AUDIT IS REVIEWED BY THE CFO OF GIORGIO FOODS, INC., WHO IS A MEMBER OF THE INFORMAL GOVERNING BODY. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. DONNA BELLA FARMS LLC 5A MOUNTAINSIDE ROAD TEMPLE PA 19560 342000502 MUSHROOM FARMING OPERATIONS PA N/A 0 0 MG FRESH LLC PO BOX 96 TEMPLE PA 19560 843217064 MUSHROOM FARMING OPERATIONS PA N/A 0 0 MUSHROOM SERVICE LINES LLC PO BOX 96 TEMPLE PA 19560 475043479 DISTRIBUTION OF NATURAL GAS PA N/A 0 0 CAN CORPORATION OF AMERICA INC PO BOX 96 TEMPLE PA 19560 232647489 MANUFACTURING PA N/A C 0 GIORGIO FOODS INC PO BOX 96 TEMPLE PA 19560 231661073 PROCESSING PA N/A C 0 GIORGIO MUSHROOM CO PO BOX 96 TEMPLE PA 19560 231823440 AGRICULTURE PA N/A C 0 GIORGIO FRESH CO PO BOX 96 TEMPLE PA 19560 233083040 PACKAGE/DISTRIBUTE PA N/A C 0 ONTELAUNEE FARMS INC PO BOX 96 TEMPLE PA 19560 232074067 COMPOSTER PA N/A C 0 GASPARI FARMS INC PO BOX 96 TEMPLE PA 19560 421700379 AGRICULTURE PA N/A C 0 GASPARI FARM PRODUCTS INC PO BOX 96 TEMPLE PA 19560 861165039 COMPOSTER PA N/A C 0 DEW FRESH INC PO BOX 96 TEMPLE PA 19560 134359133 AGRICULTURE PA N/A C 0 MAIDENCREEK PLAZA CO PO BOX 96 TEMPLE PA 19560 233002022 REAL ESTATE DEVELOPMENT PA N/A C 0 GIORGI GLOBAL HOLDINGS INC 1007 ORANGE STREET SUITE 1414 WILMINGTON DE 19801 300753216 HOLDING COMPANY DE N/A C 0 THE GIORGI COMPANIES INC 1007 ORANGE STREET SUITE 1414 WILMINGTON DE 19801 320391637 HOLDING COMPANY DE N/A C 0 CF LOGISTICS PO BOX 96 TEMPLE PA 19560 204346580 TRANSPORTATION PA N/A C 0 MG ALIMENTOS INC PO BOX 30294 HOUSTON TX 77249 300422822 IMPORT FOOD PRODUCTS TX N/A C 0 CANCPACK US LLC PO BOX 96 TEMPLE PA 19560 844331208 MANUFACTURING PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0