2024-10-15T08:39:49-04:00 2023-12-31 222212404 BARATZ & ASSOCIATES PA 4B EVES DR STE 100 MARLTON NJ 08053 990 2023-01-01 236449794 UFCW UNION & PARTICIPATING FOOD IND EMPLOYERS TRI-STATE HEALTH-WELFARE UFCW 8567932500 27 ROLAND AVENUE MT LAUREL NJ 08054 DANIEL DOSENBACH TRUSTEE 8567932500 2024-10-02 true false JOHN FEKETE CPA P00956964 8569855688 2024-10-15 2023 2024-10-15 13:58:12Z BRIAN STRING BRIAN STRING 3120 FIRE RD STE 201 EGG HARBOR TOWNSHIP NJ 08234 40864886 false X N/A X HEALTH FUND 1967 NJ TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS WHOSE EMPLOYERS HAVE ENTERED INTO COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS LOCAL AFFILIATES OF THE UNITED FOOD AND COMMERCIAL WORKERS UNION. 7 0 0 0 0 38077841 39649726 73684 1215160 0 38151525 40864886 0 26700830 29601128 0 0 0 2569899 2715058 29270729 32316186 8880796 8548700 41323133 51119661 4529463 4946397 36793670 46173264 X TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS WHOSE EMPLOYERS HAVE ENTERED INTO COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS LOCAL AFFILIATES OF THE UNITED FOOD AND COMMERCIAL WORKERS UNION. false false PROVIDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. TO PROVIDE HEALTH AND RELATED BENEFITS FOR ELIGIBLE PARTICIPANTS. false false false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 110 0 0 false false false false false false false false X 7 0 false true false false false false false true true false false true false true true false false false X FUND ADMINISTRATOR 8567932500 27 ROLAND AVENUE MT LAUREL NJ 08054 X BRIAN STRING BRIAN STRING TRUSTEE 1.00 X 0 0 0 DANIEL DOSENBACH DANIEL DOSENBACH TRUSTEE 1.00 X 0 0 0 DANIEL KONCZYK DANIEL KONCZYK TRUSTEE 1.00 X 0 0 0 LISSA WOLCOTT LISSA WOLCOTT TRUSTEE 1.00 X 0 0 0 MITCHELL SCHAFER MITCHELL SCHAFER TRUSTEE 1.00 X 0 0 0 SAM FERRAINO JR SAM FERRAINO JR TRUSTEE 1.00 X 0 0 0 TIM TERIFAY TIM TERIFAY TRUSTEE 1.00 X 0 0 0 false false false TRI-STATE ADMINISTRATORS INC 27 ROLAND AVE 27 ROLAND AVE MT LAUREL NJ 08054 ADMINISTRATIVE 2325381 O'BRIEN BELLAND & BUSHINSKY LLC 1526 BERLIN RD 1526 BERLIN RD CHERRY HILL NJ 08003 LEGAL 190248 SPEAR WILDERMAN PC 230 S BROAD ST 230 S BROAD ST PHILADELPHIA PA 19102 LEGAL 181288 HEALTH PLAN SYSTEMS 2025 LINCOLN HWY STATE ROUTE 27 2025 LINCOLN HWY STATE ROUTE 27 EDISON NJ 08817 CPU PROGRAMMING 101487 4 EMPLOYER CONTRIBUTIONS 39538966 39538966 EMPLOYEE CONTRIBUTIONS 110760 110760 39649726 1215160 1215160 40864886 39649726 1215160 29601128 111662 39750 12750 14234 42099 ADMINISTRATOR FEES 2295740 DATA PROCESSING 109087 OFFICE 30616 SPECIAL PROJECT FEES 29641 29479 32316186 0 0 0 35886331 7967460 1659157 2677491 67697 50704 277544 277544 2843948 39558006 866000 866000 41323133 51119661 111198 83082 4418265 4863315 4529463 4946397 X 36793670 46173264 36793670 46173264 41323133 51119661 8548700 830894 X false true X true false 277544 277544 ACCRUED BENEFIT LIABILITIES 4863315 4863315 X 41683610 830894 830894 40852716 12170 12170 40864886 31858966 31858966 12170 445050 457220 32316186 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX PROVISIONS TAKEN BY THE PLAN. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OF LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. SCHEDULE D, PAGE 4, PART XII, LINE 4B BENEFITS PAYABLE ADJUSTMENT 445,050 FORM 990, PAGE 2, PART III, LINE 4D TO PROVIDE HEALTH AND RELATED BENEFITS FOR ELIGIBLE PARTICIPANTS. FORM 990, PAGE 6, PART VI, LINE 3 THE TRUSTEES HAVE DELEGATED MANAGEMENT AUTHORITY OVER DAY-TO-DAY OPERATIONS TO A THIRD-PARTY ADMINISTRATOR. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WAS REVIEWED WITH THE FUND'S BOOKKEEPER, BEFORE BEING SENT TO THE TRUSTEES FOR FINAL REVIEW AND SIGNATURE. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNMENT FORMS ARE AVAILABLE FOR REVIEW UPON REQUEST. PARTICIPANTS ARE ABLE TO COME INTO THE ADMINISTRATIVE OFFICE AND REQUEST AN OPPORTUNITY TO REVIEW THE FORMS. TOWNSHIP OF WATERFORD 2131 AUBURN AVE ATCO NJ 08004 216001341 GOVT AGENC NJ 170C1 N/A false CAMDEN COUNTY MUA 1645 FERRY AVE CAMDEN NJ 08104 222003702 WATERTREAT NJ 115 N/A false TOWNSHIP OF MONROE 125 VIRGINIA DR WILLIAMSTOWN NJ 08094 216000892 MUNICIPAL NJ 115 N/A false AVISTA HEALTHCARE LLC 3025 CHAPEL AVE WEST CHERRY HILL NJ 08002 205274922 NJ N/A false false ACME MARKETS INC 20427 N 27TH AVE PHOENIX AZ 85027 870440072 FOOD STORE AZ ALBERTSONS C CORP false AVON FOODS INC ROEBLING TOWN MARKET 1275 HORNBERGER AVE ROEBLING NJ 08554 562628476 GROCERY ST NJ N/A S CORP false CAPE REGIONAL MEDICAL CENTER 2 STONE HARBOR BLVD CAPE MAY CO COURTHOUSE NJ 08210 210662542 HEALTHCARE NJ N/A C CORP false CROTHALL HEALTHCARE 1550 LIBERTY RIDGE DR STE 110 WAYNE PA 19087 510386133 HEALTHCARE PA N/A C CORP false STATESMAN HEALTH AND REHABILITATION STATESMAN HEALTH & REHABILITATION C 2629 TRENTON RD LEVITTOWN PA 19056 391406172 HEALTHCARE PA N/A C CORP false MARYLAND JOCKEY CLUB PIMLICO RACE COURSE BALTIMORE MD 21215 521550164 RACING MD N/A false FINE FARE SUPERMARKETS 320 THIRD AVE LONG BEACH NJ 07740 222134741 FOOD STORE NJ N/A C CORP false ARAMARK CORRECTIONAL SVCS 2400 MARKET ST PHILADELPHIA PA 19103 232778485 FOOD SERV NJ N/A C CORP false KINGS MARKET (ACME) 700 LANIDEX PLACE PARSIPPANY NJ 07054 221686769 FOOD STORE NJ N/A C CORP false false false false false false false false false false false false false false false false true true false false UFCW HEALTH & WELFARE FUND Q 7876 ALLOCATED BASED ON USAGE UFCW LOC 152 HEALTH & WELFARE FUND Q 2672 ALLOCATED BASED ON USAGE UFCW LOCAL 360 Q 4805 REIMBURSEMENT OF LEGAL EX UFCW RETIREMENT AND SAVINGS Q 621 ALLOCATED BASED ON USAGE UFCW RETAIL MEATS Q 741 ALLOCATED BASED ON USAGE UFCW 152 SAVINGS Q 741 ALLOCATED BASED ON USAGE UFCW REGIONAL PENSION FUND Q 1126 ALLOCATED BASED ON USAGE UFCW LOCAL 152 P 310 ALLOCATED BASED ON USAGE