2025-11-06T17:34:17-06:00 2024-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-01-01 680139450 PROFESSIONAL AND COMMERCIAL TRADES HEALTH AND WELLNESS FUND PROF 9257467530 1000 BURNETT AVE 200 CONCORD CA 94520 JACQUES S LOVEALL CHAIRMAN 9257467530 2025-11-06 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2025-11-05 2024 2025-03-06 01:10:19Z X JACQUES S LOVEALL 1000 BURNETT AVE 200 CONCORD CA 94520 2259428 0 X N/A X 1987 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND OTHER ELIGIBLE PERSONS. 6 0 0 0 0 0 0 0 1664 2259410 0 0 84491 18 86155 2259428 0 0 0 0 0 0 0 0 0 39021 95034 39021 95034 47134 2164394 718052 2896768 1353 15675 716699 2881093 TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND OTHER ELIGIBLE PERSONS. 0 0 TO PROVIDE HEALTH AND WELFARE AND OTHER RELATED BENEFITS TO ELIGIBLE PERSONS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 6 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 0 CA X JESSE GLAVES 9254901227 1000 BURNETT AVE 200 CONCORD CA 94520 JOHN HEISE SECRETARY 5.00 35.00 X X 0 186495 24645 JOHN FRAHM TRUSTEE 5.00 35.00 X 0 196465 20305 MIKE DIMANNO TRUSTEE (PART-YEAR) 5.00 35.00 X 0 0 0 JACQUES S LOVEALL CHAIR (PART-YEAR) 5.00 35.00 X X 0 301457 33162 KIRK L VOGT TRUSTEE (PART-YEAR) 5.00 35.00 X 0 273593 24645 MIKE FRENNA TRUSTEE (PART-YEAR) 5.00 35.00 X 0 130189 14792 MARLA DONATI TRUSTEE (PART-YEAR) 5.00 35.00 X 0 130189 15013 GORDAN HINKLE TRUSTEE 5.00 35.00 X 0 0 0 ALLISON FULLER CHAIR (PART-YEAR) 5.00 35.00 X X 0 0 0 BRET SLUSSER TRUSTEE (PART-YEAR) 5.00 35.00 X 0 171277 24645 0 1389665 157207 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2255342 2255342 SELF FUNDED BENEFITS 900099 4068 4068 2259410 SETTLEMENT 900099 18 18 18 2259428 2259428 0 0 13835 52607 27731 REFUND PAYMENTS 473 BANKING FEES 335 BIOMETRIC QUEST 53 95034 718052 2896768 718052 2896768 200 0 1153 15675 1353 15675 X 0 0 0 0 716699 2881093 716699 2881093 718052 2896768 2164394 0 X 0 0 0 0 DUE TO UFCW ADMINISTRATION LLC 15675 15675 0 0 0 JACQUES S LOVEALL CHAIR (PART-YEAR) 0 262283 0 2500 0 36674 0 16331 0 16831 0 334619 0 0 KIRK L VOGT TRUSTEE (PART-YEAR) 0 238877 0 2500 0 32216 0 7814 0 16831 0 298238 0 0 JOHN FRAHM TRUSTEE 0 196465 0 0 0 0 0 5200 0 15105 0 216770 0 0 JOHN HEISE SECRETARY 0 179160 0 2500 0 4835 0 7814 0 16831 0 211140 0 0 BRET SLUSSER TRUSTEE (PART-YEAR) 0 157440 0 2500 0 11337 0 7814 0 16831 0 195922 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UFCW ADMIN, LLC FORM 990, PART VI, SECTION A, LINE 4 THE TRUST AGREEMENT AND DECLARATION OF TRUST WAS AMENDED IN OCTOBER 2024 TO REFLECT A CHANGE IN NAME. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES GIVE AUTHORITY TO THE CHAIR AND SECRETARY TO REVIEW THE FORM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VII, SECTION A MIKE DIMANNO, ALLISON FULLER AND GORDON HINKLE ARE EMPLOYEES OF CONTRIBUTING EMPLOYER OR SPONSORING EMPLOYER ORGANIZATION THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATION, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH, UNDER THE VOLUNTEER EXCEPTION COMPENSATION PAID BY THOSE RELATED ORGANIZATIONS IS OMITTED. THE REMAINING TRUSTEES ARE CURRENT OR FORMER EMPLOYEES OF THE SPONSORING UNIONS WHICH ARE CONSIDERED RELATED ORGANIZATIONS PER SCHEDULE R DEFINITION. CURRENT EMPLOYEE COMPENSATION PROVIDED BY THE SPONSORING UNION IS REPORTED IN PART VII. UFCW LOCAL 5 28870 MISSION BLVD HAYWARD CA 94544 208028546 LABOR UNION CA 501(C)(5) 0 UFCW LOCAL 8 GOLDEN STATE 2200 PROFESSIONAL DR ROSEVILLE CA 95661 940801845 LABOR UNION CA 501(C)(5) 0 RITE AID CORPORATION SAMUEL HALE LLC - HW ZAGHI DENTAL GROUP 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1