Nonprofit · EIN 43-0797957
UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND
Tax-exempt · PEMBROKE PNES, FL 33028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $18,255,293 | $13,007,961 | $5,247,332 | $41,780,126 | $67,465 | $41,712,661 |
| December 31, 2023 | 990 | $18,980,449 | $13,480,230 | $5,500,219 | $34,614,608 | $37,376 | $34,577,232 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,985,092
- Investment income
- $1,270,201
- Net gain from sales of assets
- $14,142
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,132,765
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $145,430
- Accounting fees
- $128,015
Balance sheet and other
- Total assets, start of year
- $34,614,608
- Total assets, end of year
- $41,780,126
- Total liabilities, end of year
- $67,465
- Net assets, end of year
- $41,712,661
- Publicly traded securities
- $28,210,465
- Gross receipts
- $48,464,541
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- MO
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN A ROSAS | TRUSTEE Trustee or director | 2 | $0 | $385,136 | $12,792 |
| ALFONSO FIGUEROA SANCHEZ | TRUSTEE - PAST Trustee or director | 2 | $0 | $49,729 | $2,952 |
| CHAD PRICE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JON MCCORMICK | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GREGG FROST | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN A ROSAS | TRUSTEE Trustee or director | 2 | $0 | $370,908 | $13,437 |
| ALFONSO FIGUEROA SANCHEZ | TRUSTEE Trustee or director | 2 | $0 | $155,540 | $13,437 |
| JON MCCORMICK | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GREGG FROST | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2010 NW 150TH AVE STE 200, PEMBROKE PNES, FL 33028-2888
- Principal officer (990 for 2024)
- MARTIN ROSAS, 2010 NW 150TH AVENUE 200, PEMBROKE PINES, FL 33028
- Signed the 990
- MARTIN ROSAS, TRUSTEE
- Phone
- (954) 266-6322
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
HEALTH BENEFIT FUND
Program accomplishments
- TO PROVIDE HEALTH, PRESCRIPTION DRUG, DENTAL, VISION, LIFE AND SHORT-TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.
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
- 43-0797957
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $41,780,126
- Income (IRS master file)
- $48,464,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $18,255,293 | $13,007,961 | $41,780,126 | XML |
| 990 | December 2023 | $18,980,449 | $13,480,230 | $34,614,608 | XML |
| 990 | December 2022 | $19,425,231 | $13,011,086 | $27,556,156 | 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 43-0797957).
Questions about UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND
- What is the EIN of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND?
- The employer identification number (EIN) of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND is 43-0797957.
- Is UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW & EMPLOYERS HEALTH & WELFARE T RUST 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 & EMPLOYERS HEALTH & WELFARE T RUST 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 & EMPLOYERS HEALTH & WELFARE T RUST 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 & EMPLOYERS HEALTH & WELFARE T RUST FUND?
- The 990 for the year ended December 31, 2024 names MARTIN ROSAS.
- Who are the officers and directors of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $18,255,293, expenses of $13,007,961 and total assets of $41,780,126 at year end.
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