Nonprofit · EIN 34-6726563
UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND
Tax-exempt · BROADVIEW HTS, OH 44147
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $124,777,635 | $123,237,997 | $1,539,638 | $123,580,281 | $25,253,619 | $98,326,662 |
| September 30, 2024 | 990 | $127,845,439 | $114,794,424 | $13,051,015 | $117,476,779 | $29,542,723 | $87,934,056 |
| September 30, 2023 | 990 | $125,102,821 | $120,482,215 | $4,620,606 | $90,040,152 | $27,113,351 | $62,926,801 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $115,487,394
- Investment income
- $3,509,505
- Other revenue
- $5,780,736
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $119,646,414
- Other salaries and wages
- $1,125,950
- Salaries, compensation and benefits (total)
- $1,706,095
- Professional fundraising fees
- $0
- Legal fees
- $236,620
- Accounting fees
- $142,500
- Occupancy
- $205,644
Balance sheet and other
- Total assets, start of year
- $117,476,779
- Total assets, end of year
- $123,580,281
- Total liabilities, end of year
- $25,253,619
- Net assets, end of year
- $98,326,662
- Land, buildings and equipment
- $197,446
- Publicly traded securities
- $104,428,484
- Gross receipts
- $124,777,635
- Employees
- 22
- Year formed
- 1952
- State of legal domicile
- OH
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU Trustee or director | – | $0 |
| NICK ALBRECHT | EMPLOYER TRU Trustee or director | – | $0 |
| THOMAS HEINEN | EMPLOYER TRU Trustee or director | – | $0 |
| MILES ANDERSON | UNION TRUSTE Trustee or director | – | $0 |
| CARL IVKA | UNION TRUSTE Trustee or director | – | $0 |
| ERIC POLISCHAK | EMPLOYER TRU Trustee or director | – | $0 |
| CARL GREEN | UNION TRUSTE Trustee or director | – | $0 |
| MICHAEL DANCY | UNION TRUSTE Trustee or director | – | $0 |
| CHRISTINE DARROW | UNION TRUSTE Trustee or director | – | $0 |
| SUZY SCULLIN | UNION TRUSTE Trustee or director | – | $0 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU Trustee or director | 0 | $0 |
| NICK ALBRECHT | EMPLOYER TRU Trustee or director | 0 | $0 |
| THOMAS HEINEN | EMPLOYER TRU Trustee or director | 0 | $0 |
| MILES ANDERSON | UNION TRUSTE Trustee or director | 0 | $0 |
| CARL IVKA | UNION TRUSTE Trustee or director | 0 | $0 |
| ERIC POLISCHAK | EMPLOYER TRU Trustee or director | 0 | $0 |
| CARL GREEN | UNION TRUSTE Trustee or director | 0 | $0 |
| MICHAEL DANCY | UNION TRUSTE Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU Trustee or director | – | $0 |
| NICK ALBRECHT | EMPLOYER TRU Trustee or director | – | $0 |
| JIM TROUT | EMPLOYER TRU Trustee or director | – | $0 |
| THOMAS HEINEN | EMPLOYER TRU Trustee or director | – | $0 |
| MILES ANDERSON | UNION TRUSTE Trustee or director | – | $0 |
| CARL IVKA | UNION TRUSTE Trustee or director | – | $0 |
| ERIC POLISCHAK | EMPLOYER TRU Trustee or director | – | $0 |
| CARL GREEN | UNION TRUSTE Trustee or director | – | $0 |
| MICHAEL DANCY | UNION TRUSTE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 9199 MARKET PL STE 1, BROADVIEW HTS, OH 44147-2870
- Principal officer (990 for 2024)
- CARL IVKA, 9199 MARKET PL, BROADVIEW HTS, OH 44147
- Signed the 990
- CARL IVKA, UNION TRUSTEE
- Phone
- (216) 241-2828
- Return prepared by
- CUNNINGHAM & ASSOCIATES
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS
Program accomplishments
- MEDICAL, DENTAL AND DISABILITY BENEFITS- THE FUND IN CONJUCTION WITH MED MUTUAL LIFE INSURANCE COMPANY,METROHEALTH AND MEDICAL MUTUAL OF OHIO PROVIDES VARIOUS HOSPITAL, SURGICAL, MEDICAL, ACCIDENT AND SICKNESS, WEEKLY INDEMNITY, AND LIFE INSURANCE BENEFITS TO APPROXIMATELY 15,000 MEMBERS.
- PAID PRESCRIPTION PROGRAM- THE FUND HAS CONTRACTED WITH CAREMARK TO PROVIDE A PROGRAM FOR PRESCRIPTION DRUGS. THE PROGRAM REQUIRES MEMBERS TO PAY 20- 30% TOWARDS EACH PRESCRIPTION. ALSO SOME MEMBERS RECEIVE REIMBURSEMENTS THROUGH MAJOR MEDICAL. APPROXIMATELY 11,700 MEMBERS ARE COVERED UNDER THIS PLAN.
- EYE CARE PROGRAM. THE FUND PROVIDES VISION BENEFITS THROUGH DIRECT REIMBURSEMENT OR WITH VARIOUS PROVIDERS. THE PROGRAM PROVIDES A FULLY PAID EYE CARE PROGRAM TO APPROXIMATELY 15,000 MEMBERS. THIS PROGRAM PROVIDES A FREE EYE EXAMINATION AND A PAIR OF GLASSES EVERY 24 MONTHS FOR ADULTS AND EVERY 12 MONTHS FOR CHILDREN.
- TO PROVIDE AFFORDABLE HEALTH CARE FOR ITS MEMBERS
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 34-6726563
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $123,580,281
- Income (IRS master file)
- $124,777,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $124,777,635 | $123,237,997 | $123,580,281 | XML |
| 990 | September 2024 | $127,845,439 | $114,794,424 | $117,476,779 | XML |
| 990 | September 2023 | $125,102,821 | $120,482,215 | $90,040,152 | XML |
| 990 | September 2022 | $119,500,989 | $115,229,389 | $81,396,996 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 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 34-6726563).
Questions about UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND
- What is the EIN of UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND?
- The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND is 34-6726563.
- Is UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & 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 UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND?
- The 990 for the year ended September 30, 2025 names CARL IVKA.
- Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND?
- The 990 for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $124,777,635, expenses of $123,237,997 and total assets of $123,580,281 at year end.
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