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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-2949242

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND

Tax-exempt · PLYMOUTH MTNG, PA 19462

Financials

$73.9M$47.4M2022$62.2M$49M2023$67.2M$54.3M2024
Revenue Expenses · by fiscal year end
Financials of UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$67,223,670$54,311,316$12,912,354$108,243,273$1,880,852$106,362,421
April 30, 2024990 (amended)$62,234,944$48,955,491$13,279,453$95,418,566$1,744,278$93,674,288
April 30, 2023990$73,857,853$47,434,257$26,423,596$86,110,249$5,015,456$81,094,793
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$63,573,455
Investment income
$3,643,356
Net gain from sales of assets
$47,894
Other revenue
$6,859

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$44,366,591
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$82,544
Accounting fees
$28,950
Depreciation
$60,857

Balance sheet and other

Total assets, start of year
$95,418,566
Total assets, end of year
$108,243,273
Total liabilities, end of year
$1,880,852
Net assets, end of year
$106,362,421
Land, buildings and equipment
$312,522
Publicly traded securities
$57,800,705
Gross receipts
$97,560,204
Employees
0
Volunteers
0
Year formed
1967
State of legal domicile
PA

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WENDELL W YOUNG IVUNION TRUSTEE
Trustee or director
1$0
LEN PURNELLUNION TRUSTEE
Trustee or director
1$0
DANEEN BOYCEUNION TRUSTEE
Trustee or director
1$0
MARK JACOBSUNION TRUSTEE
Trustee or director
1$0
NANCY YOUNGUNION TRUSTEE
Trustee or director
1$0
ROB MCVEIGHUNION TRUSTEE
Trustee or director
1$0
DAN DOSENBACHEMPLOYER TRUSTEE
Trustee or director
1$0
MAUREEN SKEDZIELEWSKIEMPLOYER TRUSTEE
Trustee or director
1$0
JOAN WILLIAMSEMPLOYER TRUSTEE
Trustee or director
1$0
LISSA WOLCOTTEMPLOYER TRUSTEE
Trustee or director
1$0
990 for the year ended April 30, 2024: 10 people
NameTitleHours / weekCompensation
WENDELL W YOUNG IVUNION TRUSTEE
Trustee or director
1$0
LEN PURNELLUNION TRUSTEE
Trustee or director
1$0
DANEEN BOYCEUNION TRUSTEE
Trustee or director
1$0
MARK JACOBSUNION TRUSTEE
Trustee or director
1$0
NANCY YOUNGUNION TRUSTEE
Trustee or director
1$0
ROB MCVEIGHUNION TRUSTEE
Trustee or director
1$0
DAN DOSENBACHEMPLOYER TRUSTEE
Trustee or director
1$0
MAUREEN SKEDZIELEWSKIEMPLOYER TRUSTEE
Trustee or director
1$0
JOAN WILLIAMSEMPLOYER TRUSTEE
Trustee or director
1$0
LISSA WOLCOTTEMPLOYER TRUSTEE
Trustee or director
1$0
990 for the year ended April 30, 2023: 10 people
NameTitleHours / weekCompensation
WENDELL W YOUNG IVUNION TRUSTEE
Trustee or director
1$0
LEN PURNELLUNION TRUSTEE
Trustee or director
1$0
DANEEN BOYCEUNION TRUSTEE
Trustee or director
1$0
MARK JACOBSUNION TRUSTEE
Trustee or director
1$0
NANCY YOUNGUNION TRUSTEE
Trustee or director
1$0
ROB MCVEIGHUNION TRUSTEE
Trustee or director
1$0
DAN DOSENBACHEMPLOYER TRUSTEE
Trustee or director
1$0
MAUREEN SKEDZIELEWSKIEMPLOYER TRUSTEE
Trustee or director
1$0
JOAN WILLIAMSEMPLOYER TRUSTEE
Trustee or director
1$0
LISSA WOLCOTTEMPLOYER TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
3031 WALTON RD BLDG B, PLYMOUTH MTNG, PA 19462-2388
Principal officer (990 for 2024)
WENDELL W YOUNG IV, 3031-B WALTON ROAD, PLYMOUTH MEETING, PA 19462
Signed the 990
WENDELL W YOUNG IV, TRUSTEE
Phone
(610) 941-9400
Return prepared by
ALAN ROSS & COMPANY PC

Mission

THE FUND IS A MULTIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND UFCW LOCAL UNION 1776.

990 for the year ended April 30, 2025

Program accomplishments

  • MEDICAL AND HEALTH BENEFITS FOR UNION PARTICIPANTS
    Expenses $54,311,316

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
23-2949242
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1968
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$108,243,273
Income (IRS master file)
$97,560,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$67,223,670$54,311,316$108,243,273XML
990April 2024$62,234,944$48,955,491$95,418,566XML
990April 2023$73,857,853$47,434,257$86,110,249XML
990April 2022–––IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 23-2949242).

Questions about UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND

What is the EIN of UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND?
The employer identification number (EIN) of UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND is 23-2949242.
Is UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
Are donations to UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE 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 LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND?
The 990 for the year ended April 30, 2025 names WENDELL W YOUNG IV.
Who are the officers and directors of UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND?
The 990 for the year ended April 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $67,223,670, expenses of $54,311,316 and total assets of $108,243,273 at year end.

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