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Nonprofit · EIN 23-7428852

UFCW HEALTH & WELFARE FUND OF NEPA

Tax-exempt · PLYMOUTH MTNG, PA 19462

Financials

$24.1M$21.1M2022$25.4M$20.1M2023$24.1M$20.6M2024
Revenue Expenses · by fiscal year end
Financials of UFCW HEALTH & WELFARE FUND OF NEPA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$24,061,430$20,610,456$3,450,974$25,051,312$2,091,891$22,959,421
March 31, 2024990$25,390,654$20,084,803$5,305,851$22,055,030$2,127,082$19,927,948
March 31, 2023990$24,099,342$21,053,109$3,046,233$16,046,706$2,140,033$13,906,673
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$23,197,790
Investment income
$863,640
Net gain from sales of assets
$153,545
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$18,875,909
Compensation of officers, directors and key employees
$2,973
Salaries, compensation and benefits (total)
$2,973
Professional fundraising fees
$0
Legal fees
$43,095
Accounting fees
$22,200
Travel
$469

Balance sheet and other

Total assets, start of year
$22,055,030
Total assets, end of year
$25,051,312
Total liabilities, end of year
$2,091,891
Net assets, end of year
$22,959,421
Publicly traded securities
$15,461,810
Gross receipts
$33,237,355
Employees
0
Volunteers
0
Year formed
1959
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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY JOSTEMPLOYER TRUSTEE
Trustee or director
1$2,973
MICHELE KESSLERUNION TRUSTEE
Trustee or director
1$0
WENDELL W YOUNG IVUNION TRUSTEE
Trustee or director
1$0
ROBERT SPIRESEMPLOYER TRUSTEE
Trustee or director
1$0
CHRIS SNYDERUNION TRUSTEE
Trustee or director
1$0
PAT DURNINGEMPLOYER TRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2024: 5 people
NameTitleHours / weekCompensation
MARY JOSTEMPLOYER TRUSTEE
Trustee or director
1$12,206
ROBERT SPIRESEMPLOYER TRUSTEE
Trustee or director
1$1,482
MICHELE KESSLERUNION TRUSTEE
Trustee or director
1$0
WENDELL W YOUNG IVUNION TRUSTEE
Trustee or director
1$0
CHRIS SNYDERUNION TRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2023: 5 people
NameTitleHours / weekCompensation
MARY JOSTEMPLOYER TRUSTEE
Trustee or director
1$5,188
MICHELE KESSLERUNION TRUSTEE
Trustee or director
1$0
WENDELL W YOUNG IVUNION TRUSTEE
Trustee or director
1$0
ROBERT SPIRESEMPLOYER TRUSTEE
Trustee or director
1$0
CHRIS SNYDERUNION 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)
MICHELE KESSLER, 3031-A WALTON ROAD, PLYMOUTH MEETING, PA 19462
Signed the 990
MICHELE KESSLER, TRUSTEE
Phone
(610) 941-9400
Return prepared by
ALAN ROSS & COMPANY PC

Mission

THE FUND IS A MULTI-EMPLOYER BENEFIT PLAN ESTABLISHED TO PROVIDE MEDICAL AND HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

990 for the year ended March 31, 2025

Program accomplishments

  • MEDICAL AND HEALTH BENEFITS FOR UNION MEMBERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS
    Expenses $20,610,456

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
23-7428852
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$25,051,312
Income (IRS master file)
$33,237,355

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$24,061,430$20,610,456$25,051,312XML
990March 2024$25,390,654$20,084,803$22,055,030XML
990March 2023$24,099,342$21,053,109$16,046,706XML
990March 2022$16,230,910$13,299,665$11,813,270IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 23-7428852).

Questions about UFCW HEALTH & WELFARE FUND OF NEPA

What is the EIN of UFCW HEALTH & WELFARE FUND OF NEPA?
The employer identification number (EIN) of UFCW HEALTH & WELFARE FUND OF NEPA is 23-7428852.
Is UFCW HEALTH & WELFARE FUND OF NEPA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to UFCW HEALTH & WELFARE FUND OF NEPA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW HEALTH & WELFARE FUND OF NEPA 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 HEALTH & WELFARE FUND OF NEPA due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW HEALTH & WELFARE FUND OF NEPA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of UFCW HEALTH & WELFARE FUND OF NEPA?
The 990 for the year ended March 31, 2025 names MICHELE KESSLER.
Who are the officers and directors of UFCW HEALTH & WELFARE FUND OF NEPA?
The 990 for the year ended March 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $2,973 (MARY JOST, EMPLOYER TRUSTEE).
How much revenue does UFCW HEALTH & WELFARE FUND OF NEPA have?
On its 990 for the year ended March 31, 2025 it reported revenue of $24,061,430, expenses of $20,610,456 and total assets of $25,051,312 at year end.

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