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Nonprofit · EIN 06-6069081

UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND

Tax-exempt · WESTPORT, CT 06881

Financials

$138.3M$154.4M2023$151.9M$159M2024
Revenue Expenses · by fiscal year end
Financials of UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$151,860,719$158,954,925-$7,094,206$87,808,134$15,061,299$72,746,835
December 31, 2023990$138,304,266$154,445,122-$16,140,856$90,234,852$12,072,901$78,161,951
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$131,893,002
Investment income
$3,548,485
Net gain from sales of assets
$1,022,885
Other revenue
$16,419,232

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$153,201,038
Other salaries and wages
$499,274
Salaries, compensation and benefits (total)
$688,749
Professional fundraising fees
$0
Legal fees
$91,614
Accounting fees
$120,524
Occupancy
$223,608
Depreciation
$8,510

Balance sheet and other

Total assets, start of year
$90,234,852
Total assets, end of year
$87,808,134
Total liabilities, end of year
$15,061,299
Net assets, end of year
$72,746,835
Land, buildings and equipment
$17,057
Publicly traded securities
$42,544,435
Gross receipts
$176,418,908
Employees
9
Volunteers
0
Year formed
1959
State of legal domicile
CT

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RONALD PETRONELLAUNION TRUSTEE
Trustee or director
2$0$273,719$38,598
MARK ESPINOSAUNION TRUSTEE
Trustee or director
2$0$290,265$20,170
TIM MELIAUNION TRUSTEE
Trustee or director
2$0$217,254$34,345
FERNANDO LEMUSUNION TRUSTEE
Trustee or director
2$0$200,337$18,171
BARBARA FEDUMENTIEXECUTIVE DIRECTOR
Highest-paid employee
40$154,747$0$14,243
JEFF JONESUNION TRUSTEE
Trustee or director
2$0$118,274$18,519
PAT DURNINGEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
CHRISTA KRAMEREMPLOYER TRUSTEE
Trustee or director
2$0$0$0
JASON PARADISEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
SUSAN SANVILLEEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BOB SPINELLAEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RONALD PETRONELLAUNION TRUSTEE
Trustee or director
2$0$269,220$37,362
MARK ESPINOSAUNION TRUSTEE
Trustee or director
2$0$278,972$3,173
TIM MELIAUNION TRUSTEE
Trustee or director
2$0$210,862$33,099
FERNANDO LEMUSUNION TRUSTEE
Trustee or director
2$0$179,900$18,171
BARBARA FEDUMENTIEXECUTIVE DIRECTOR
Highest-paid employee
40$148,764$0$13,795
JEFF JONESUNION TRUSTEE
Trustee or director
2$0$112,684$13,327
JASON PARADISEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
PAT DURNINGEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BOB SPINELLAEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
CHRISTA KRAMEREMPLOYER TRUSTEE
Trustee or director
2$0$0$0
SUSAN SANVILLEEMPLOYER TRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 5160, WESTPORT, CT 06881-5160
Principal officer (990 for 2024)
TIMOTHY MELIA, PO BOX 5160, WESTPORT, CT 068809917
Signed the 990
TIMOTHY MELIA, UNION TRUSTEE
Phone
(860) 470-8551
Return prepared by
NOVAK FRANCELLA LLC

Mission

THE PURPOSE OF THIS TRUST SHALL BE TO PROVIDE SUCH HEALTH AND WELFARE BENEFITS AS MAY BE AUTHORIZED OR PERMITTED BY LAW, WHICH MAY INCLUDE, BUT ARE NOT LIMITED TO DEATH BENEFITS, MEDICAL, HOSPITAL, SURGICAL, DENTAL, VISION AND PRESCRIPTION DRUG BENEFITS, EDUCATION BENEFITS AND SAFETY AND HEALTH TRAINING TO QUALIFIED PARTICIPANTS AND BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS SPECIFIED IN THE PLAN OF BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
06-6069081
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1959
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$87,808,134
Income (IRS master file)
$176,418,908

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$151,860,719$158,954,925$87,808,134XML
990December 2023$138,304,266$154,445,122$90,234,852XML
990December 2022$119,544,052$141,128,900$102,915,649IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 06-6069081).

Questions about UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND

What is the EIN of UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND?
The employer identification number (EIN) of UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND is 06-6069081.
Is UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
Are donations to UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH 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 AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH 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 AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH 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 AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND?
The 990 for the year ended December 31, 2024 names TIMOTHY MELIA.
Who are the officers and directors of UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization.
How much revenue does UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $151,860,719, expenses of $158,954,925 and total assets of $87,808,134 at year end.

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