2025-10-15T08:53:00-04:00 2024-12-31 222212404 BARATZ & ASSOCIATES PA 4B EVES DR STE 100 MARLTON NJ 08053 990 2024-01-01 236449794 UFCW UNION & PARTICIPATING FOOD IND EMPLOYERS TRI-STATE HEALTH-WELFARE UFCW 8567932500 27 ROLAND AVENUE MT LAUREL NJ 08054 DANIEL DOSENBACH TRUSTEE 8567932500 2025-10-15 true false JOHN FEKETE CPA P00956964 8569855688 2025-10-15 2024 2025-03-06 01:10:19Z DANIEL DOSENBACH DANIEL DOSENBACH 44235187 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 39649726 41852275 1215160 2382912 0 40864886 44235187 0 29601128 36641971 0 0 0 2715058 2973686 32316186 39615657 8548700 4619530 51119661 57657450 4946397 6312310 46173264 51345140 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 114 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 DANIEL DOSENBACH DANIEL DOSENBACH TRUSTEE 1.00 X 0 0 0 SAM FERRAINO JR SAM FERRAINO JR TRUSTEE 1.00 X 0 0 0 DAN ROSS DAN ROSS TRUSTEE 1.00 X 0 0 0 DANIEL KONCZYK DANIEL KONCZYK TRUSTEE 1.00 X 0 0 0 TIM TERIFAY TIM TERIFAY TRUSTEE 1.00 X 0 0 0 JOAN WILLIAMS JOAN WILLIAMS TRUSTEE 1.00 X 0 0 0 KATLIN HARKIN KATLIN HARKIN 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 2543408 O'BRIEN BELLAND & BUSHINSKY LLC 1526 BERLIN RD 1526 BERLIN RD CHERRY HILL NJ 08003 LEGAL 183113 SPEAR WILDERMAN PC 230 S BROAD ST 230 S BROAD ST PHILADELPHIA PA 19102 LEGAL 169418 HEALTH PLAN SYSTEMS 2025 LINCOLN HWY STATE ROUTE 27 2025 LINCOLN HWY STATE ROUTE 27 EDISON NJ 08817 CPU PROGRAMMING 128103 4 EMPLOYER CONTRIBUTIONS 41738065 41738065 EMPLOYEE CONTRIBUTIONS 114210 114210 41852275 2382912 2382912 44235187 41852275 2382912 36641971 116091 40000 13000 5340 45244 ADMINISTRATOR FEES 2441067 DATA PROCESSING 149828 SPECIAL PROJECT FEES 102341 OFFICE 35016 25759 39615657 0 0 0 7967460 12824281 2677491 1925652 50704 73603 277544 277544 39558006 41967914 866000 866000 51119661 57657450 83082 154062 4863315 6158248 4946397 6312310 X 46173264 51345140 46173264 51345140 51119661 57657450 4619530 552346 X false true X true false 277544 277544 ACCRUED BENEFIT LIABILITIES 6158248 6158248 X 44765479 552346 552346 44213133 22054 22054 44235187 38298670 38298670 22054 1294933 1316987 39615657 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 2022. SCHEDULE D, PAGE 4, PART XII, LINE 4B BENEFITS PAYABLE ADJUSTMENT 1,294,933 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. 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