Nonprofit · EIN 01-0757287
UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND
Also known as LOO PAT ET AL TTEE
Tax-exempt · COVINA, CA 91724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,395,200 | $18,641,449 | $4,753,751 | $26,769,813 | $4,691,995 | $22,077,818 |
| December 31, 2023 | 990 | $23,505,482 | $18,682,498 | $4,822,984 | $21,531,766 | $4,298,108 | $17,233,658 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,649,806
- Investment income
- $745,394
- Net gain from sales of assets
- $3,166
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,438,658
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $110,497
- Accounting fees
- $47,000
Balance sheet and other
- Total assets, start of year
- $21,531,766
- Total assets, end of year
- $26,769,813
- Total liabilities, end of year
- $4,691,995
- Net assets, end of year
- $22,077,818
- Publicly traded securities
- $7,834,971
- Gross receipts
- $26,819,275
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- HI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE Trustee or director | 1 | $0 |
| GWEN RULONA | LABOR TRUSTEE Trustee or director | 1 | $0 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| BRENT BOHN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK K LOO | LABOR TRUSTEE Trustee or director | 1 | $0 |
| GWEN RULONA | LABOR TRUSTEE Trustee or director | 1 | $0 |
| PENNY SCHUMACHER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| BRENT BOHN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| FRANK JORGENSEN | MGMT TRUSTEE - PAST Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- In care of
- % PSWA
- Principal officer (990 for 2024)
- PATRICK K LOO, 560 NORTH NIMITZ WAY SUITE 114B, HONOLULU, HI 96817
- Signed the 990
- PATRICK LOO, TRUSTEE
- Phone
- (808) 841-7575
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 01-0757287 or by the name UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PLAN IS DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE PLAN, SUCH AS MEDICAL, DENTAL, PRESCRIPTION DRUGS, CHIROPRACTIC, VISION AND LIFE INSURANCE.
Program accomplishments
- THE PLAN IS DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE PLAN, SUCH AS MEDICAL, DENTAL, PRESCRIPTION DRUGS, CHIROPRACTIC, VISION AND LIFE INSURANCE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0757287
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $26,769,813
- Income (IRS master file)
- $26,819,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,395,200 | $18,641,449 | $26,769,813 | IRS |
| 990 | December 2023 | $23,505,482 | $18,682,498 | $21,531,766 | XML |
| 990 | December 2022 | $21,106,069 | $20,125,083 | $16,984,006 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0757287).
Questions about UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND
- What is the EIN of UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND?
- The employer identification number (EIN) of UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND is 01-0757287.
- Is UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND?
- The 990 for the year ended December 31, 2024 names PATRICK K LOO.
- Who are the officers and directors of UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,395,200, expenses of $18,641,449 and total assets of $26,769,813 at year end.
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All nonprofits in COVINA · California · Mutual and membership benefit