2025-11-07T14:44:31-06:00 2024-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-01-01 822616834 UFCW COMPREHENSIVE BENEFITS TRUST UFCW 9257467530 1000 BURNETT AVE SUITE 110 CONCORD CA 945202000 JACQUES S LOVEALL CHAIRMAN 9257467530 2025-11-06 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2025-10-25 2024 2025-03-06 01:10:19Z JACQUES S LOVEALL 1000 BURNETT AVE SUITE 110 CONCORD CA 945202000 32311597 0 X N/A X 2017 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 0 608 6 567134 0 0 0 35308612 31744419 334462 567134 43930 44 35687004 32311597 0 0 28501899 29934407 0 0 0 0 0 2029980 2174349 30531879 32108756 5155125 202841 22138143 19859659 9807472 7326147 12330671 12533512 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,995 ELIGIBLE PARTICIPANTS 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 1 1 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 1 158 0 1 608 1 1 1 0 0 0 0 0 0 0 X 5 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 0 X JESSE GLAVES 9254901227 1000 BURNETT AVE SUITE 110 CONCORD CA 945202000 JACQUES S LOVEALL CHAIRMAN 5.00 35.00 X X 0 301457 33162 KEVIN SEARS SECRETARY 5.00 35.00 X X 0 0 0 KIRK L VOGT TRUSTEE 5.00 35.00 X 0 273593 24645 JOHN HEISE TRUSTEE 5.00 35.00 X 0 186495 24645 JOHN FRAHM TRUSTEE 5.00 35.00 X 0 191265 20305 0 952810 102757 0 0 1 0 UFCW GROUP ADMINISTRATION LLC 1000 BURNETT AVE 110 CONCORD CA 94520 CONTRACT ADMINISTRATOR 1049905 BLUE SHIELD OF CALIFORNIA 50 BEALE ST SAN FRANCISCO CA 94105 HEALTHCARE ADMINISTRATION 304084 2 EMPLOYER CONTRIBUTIONS 900099 30042802 30042802 PARTICIPANT CONTRIBUTIONS 900099 1701617 1701617 31744419 567134 567134 OTHER INCOME 900099 44 44 44 32311597 31744463 567134 0 29934407 1049905 93704 84807 760 227959 130987 4541 25808 HEALTHCARE ADMINISTRATI 543241 COMMUNICATION SERVICES 12637 32108756 6196365 7125755 9338580 9820228 3184462 2401604 901 770 3417835 511302 22138143 19859659 61760 47850 9745712 7278297 9807472 7326147 X 0 0 0 0 12330671 12533512 12330671 12533512 22138143 19859659 202841 0 X X 0 1 X 1 0 0 GROUP INSURANCE PREMIUMS PAYABLE 2009450 SELF-FUNDED BENEFIT CLAIMS PAYABLE 3433839 CLAIMS INCURRED BUT NOT REPORTED 1440914 DUE TO OTHERS 47719 DUE TO LLC 142667 SICK LEAVE PAYABLE 182042 OTHER PAYABLES 21666 7278297 X 32310837 0 32310837 760 760 32311597 32560276 0 32560276 760 -452280 -451520 32108756 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN NET BENEFIT OBLIGATIONS -452,280. 0 0 0 JACQUES S LOVEALL CHAIRMAN 0 262283 0 2500 0 36674 0 16331 0 16831 0 334619 0 0 KIRK L VOGT TRUSTEE 0 238877 0 2500 0 32216 0 7814 0 16831 0 298238 0 0 JOHN FRAHM TRUSTEE 0 191265 0 0 0 0 0 5200 0 15105 0 211570 0 0 JOHN HEISE TRUSTEE 0 179160 0 2500 0 4835 0 7814 0 16831 0 211140 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF THE OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UFCW GROUP ADMINISTRATION LLC. 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 BOARD VOTES TO GIVE AUTHORITY TO THE CHAIR AND THE SECRETARY TO REVIEW PRIOR TO SUBMISSION, WITH THE BOARD REVIEWING AFTERWARDS. 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 REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. FORM 990, PART VII, SECTION A KEVIN SEARS IS AN EMPLOYEE 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 EMPLOYEES OF THE SPONSORING UNIONS WHICH ARE CONSIDERED RELATED ORGANIZATIONS PER SCHEDULE R DEFINITION. 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 UFCW LOCAL 648 1980 MISSION ST SAN FRANCISCO CA 94103 940525380 LABOR UNION CA 501(C)(5) 0 KROGER INC - UCBT SAVE MART SUPERMARKETS INC - UCBT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1