2025-11-06T17:33:20-06:00 2024-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-01-01 943087852 WALGREEN CO AND LOCAL 648 WELFARE TRUST WALG 9257467530 1000 BURNETT AVE 110 CONCORD CA 94520 MICHAEL OETTINGER CHAIRMAN 9257467530 2025-10-27 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2025-10-22 2024 2025-03-06 01:10:19Z MICHAEL OETTINGER 1000 BURNETT AVE 110 CONCORD CA 94520 9626337 0 X N/A X 1989 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 4 0 0 0 0 0 0 0 9357550 9626337 0 0 0 0 9357550 9626337 0 0 9131640 9690097 0 0 0 0 0 174858 172217 9306498 9862314 51052 -235977 2153974 2014279 1656853 1753135 497121 261144 TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER. 0 0 TO PROVIDE HEALTH CARE BENEFITS TO APPROXIMATELY 485 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 4 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 0 CA X JESSE GLAVES 9254901227 1000 BURNETT AVE 110 CONCORD CA 94520 MICHAEL OETTINGER CHAIR 5.00 35.00 X X 0 0 0 MILTON HUM SECRETARY 5.00 35.00 X X 0 118081 22030 DAN LARSON TRUSTEE 5.00 35.00 X 0 124092 33523 JENNIFER MUEHLING TRUSTEE 5.00 35.00 X 0 0 0 0 242173 55553 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 7605600 7605600 EMPLOYEE CONTRIBUTIONS 900099 2020737 2020737 9626337 9626337 9626337 0 0 9690097 27000 11400 15900 57793 14375 OTHER ADMIN FEES 34898 MISCELLANEOUS 8602 BANK FEES 2249 9862314 176496 176326 1969890 1827893 7588 10060 2153974 2014279 0 3839 1656853 1749296 1656853 1753135 X 0 0 0 0 497121 261144 497121 261144 2153974 2014279 -235977 0 X X 0 1 X 1 0 0 GROUP INSURANCE PREMIUMS PAYABLE 1322842 SELF-FUNDED BENEFIT CLAIMS PAYABLE 381901 CLAIMS INCURRED BUT NOT REPORTED 44553 1749296 X 9626337 0 9626337 0 9626337 9769871 0 9769871 92443 92443 9862314 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN NET BENEFIT OBLIGATIONS 92,443. 0 0 0 DAN LARSON TRUSTEE 0 124092 0 0 0 0 0 11493 0 22030 0 157615 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UFCW GROUP ADMINISTRATION LLC. FORM 990, PART VI, SECTION A, LINE 8B THE ENTITY DOES NOT HAVE ANY SUB-COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIR AND THE SECRETARY REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12 OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. COMPLIANCE WITH THE POLICY IS DISCUSSED AND PRESENTED IN BOARD MEETINGS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. FORM 990, PART VII, SECTION A JENNIFER MUEHLING AND MICHAEL OETTINGER ARE EMPLOYEES OF CONTRIBUTING EMPLOYER OR SPONSORING EMPLOYER ORGANIZATIONS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATION, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH, UNDER THE VOLUNTEER EXCEPTION COMPENSATION PAID BY THOSE RELATED ORGANIZATIONS IS OMITTED. THE REMAINING TRUSTEES ARE CURRENT OR FORMER EMPLOYEES OF THE SPONSORING UNIONS WHICH ARE CONSIDERED RELATED ORGANIZATIONS PER SCHEDULE R DEFINITION. CURRENT EMPLOYEE COMPENSATION PROVIDED BY THE SPONSORING UNION IS REPORTED IN PART VII. LOCAL 648 OF THE UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION 1000 BURNETT AVE 110 CONCORD CA 94520 943087852 LABOR UNION CA 501(C)(5) 0 WALGREEN CO 108 WILMONT RD DEERFIELD IL 60015 361924025 RETAIL IL C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1