2025-12-10T09:46:00-06:00 2025-02-28 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-03-01 811529180 UFCW HEALTH INSURANCE PLAN FOR RETIREES UFCW 2022233111 1775 K ST NW WASHINGTON DC 20006 MILTON L JONES INTERNATIONAL PRESIDENT 2022233111 2025-12-10 1 0 GLENN M EYRICH P01379761 2023319880 2025-12-10 2024 2025-03-06 01:10:19Z MILTON L JONES 1775 K ST NW WASHINGTON DC 20006 24504744 0 X N/A X 2016 DC TO PROVIDE HEALTH AND MEDICAL BENEFITS AND SERVICES. 5 0 0 0 0 0 0 0 21778082 24504744 0 0 0 0 21778082 24504744 0 0 21128811 23826977 0 0 0 0 0 685919 684253 21814730 24511230 -36648 -6486 183352 176866 0 0 183352 176866 TO PROVIDE HEALTH AND MEDICAL BENEFITS AND SERVICES 0 0 THE PLAN PROVIDED HEALTH, DENTAL, DISABILITY, AND LIFE INSURANCE TO ALL ELIGIBLE PARTICIPANTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X MILTON L JONES 2022233111 1775 K STREET NW WASHINGTON DC 20006 ANTHONY M PERRONE INTERNATIONAL PRESIDENT 0.20 39.80 X 0 316064 61441 MILTON L JONES INT'L SECY-TREASURER 0.20 39.80 X 0 257775 61441 MICHAEL S HAGGERTY EXEC VP/NAT'L PRESIDENT 0.20 39.80 X 0 176167 47111 PAUL R MEINEMA EXEC VP/NAT'L PRESIDENT (FORMER) 0.20 39.80 X 0 262243 39947 STUART APPELBAUM EXEC VP/PRESIDENT RWDSU 0.20 39.80 X 0 0 33450 DAVID T YOUNG EXECUTIVE VICE PRESIDENT/ORG DIR 0.20 39.80 X 0 236247 62423 LORI A WERNER EXECUTIVE VICE PRESIDENT (FORMER) 0.20 39.80 X 0 250436 23214 WARREN S BARCLAY INT'L SECY-TREASURER (FORMER) 0.00 0.00 X 0 42262 0 0 1541194 329027 0 1 1 0 UHC OF MID ATLANTIC 6220 OLD DOBBIN LANE COLUMBIA MD 21045 CLAIMS PROCESSING 420253 HEALTH MANAGEMENT CONCEPTS 140 INTRACOSTAL POINTE DR SUITE 3 JUPITER FL 33477 OTHER SERVICES 123331 2 EMPLOYER CONTRIBUTIONS 900099 21709044 21709044 MEDICARE PART D REIMBURSEMENT 900099 1718173 1718173 PARTICIPANT CONTRIBUTIONS 900099 1077527 1077527 24504744 24504744 24504744 0 0 23826977 45744 19388 197097 1771 CLAIMS PROCESSING 420253 24511230 183352 176866 183352 176866 0 0 X 0 0 0 0 183352 176866 183352 176866 183352 176866 -6486 0 X X 0 1 X 1 0 0 X 24504744 0 24504744 0 24504744 24511230 0 24511230 0 24511230 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED, IN A LETTER DATED MAY 24, 2016, THAT THE TRUST IS QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, THEREFORE, IS NOT SUBJECT TO INCOME TAX UNDER CURRENT TAX LAWS. THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED FEBRUARY 28, 2025, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 0 0 0 ANTHONY M PERRONE INTERNATIONAL PRESIDENT 0 298284 0 0 0 17780 0 34650 0 26791 0 377505 0 0 MILTON L JONES INT'L SECY-TREASURER 0 244127 0 0 0 13648 0 34650 0 26791 0 319216 0 0 PAUL R MEINEMA EXEC VP/NAT'L PRESIDENT (FORMER) 0 239785 0 0 0 22458 0 37643 0 2304 0 302190 0 0 DAVID T YOUNG EXECUTIVE VICE PRESIDENT/ORG DIR 0 236247 0 0 0 0 0 34800 0 27623 0 298670 0 0 LORI A WERNER EXECUTIVE VICE PRESIDENT (FORMER) 0 57500 0 0 0 192936 0 14022 0 9192 0 273650 0 0 MICHAEL S HAGGERTY EXEC VP/NAT'L PRESIDENT 0 171391 0 0 0 4776 0 35591 0 11520 0 223278 0 0 WARREN S BARCLAY INT'L SECY-TREASURER (FORMER) 0 0 0 0 0 42262 0 0 0 0 0 42262 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE DRAFT IS DISTRIBUTED TO THE UFCW EXECUTIVE COMMITTEE FOR REVIEW. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRES ARE SENT TO OFFICERS AND FORMER OFFICERS ANNUALLY CONCERNING CONFLICTS OF INTEREST. THESE QUESTIONNAIRES ARE REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST AND, TO DATE, NONE HAVE BEEN REPORTED. IF A CONFLICT SHOULD BE REPORTED IN THE FUTURE, THE APPROPRIATE ACTION WOULD BE TAKEN BY THE OFFICERS. IN ADDITION, OUR OFFICERS AND EMPLOYEES HAVE BEEN ADVISED OF OUR WRITTEN POLICY TO AVOID CONFLICTS OF INTEREST WHICH WOULD RESULT IN THE FILING OF FORM LM-30 WITH THE U.S. DEPARTMENT OF LABOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANY REQUESTS FROM THE PUBLIC FOR INFORMATION ARE HANDLED IN ACCORDANCE WITH IRS PUBLIC INSPECTION PROVISIONS. FORM 990, PART XII, LINE 1 THE TRUST USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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