2025-11-12T10:32:14-06:00 2024-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2024-01-01 232069083 UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS LEGAL TRUST FUND UFCW 6109419400 3031B WALTON ROAD PLYMOUTH MEETING PA 19462 LEONARD PURNELL TRUSTEE 6109419400 2025-11-11 1 1 DAVID S ROSS CPA P01706199 6107799555 2024 2025-03-06 01:10:19Z LEONARD PURNELL 3031 B WALTON ROAD PLYMOUTH MEETING PA 19462 538215 0 X UFCW1776BENEFITFUNDS.ORG/LEGALFUNDPAGE1NEW.HTM X 1978 PA TO PROVIDE PREPAID LEGAL SERVICES TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 4 4 0 0 0 0 0 0 444194 398179 20867 28088 0 0 465061 426267 0 0 354594 349702 0 0 0 0 0 95747 66618 450341 416320 14720 9947 732649 796016 5239 28558 727410 767458 TO PROVIDE PREPAID LEGAL SERVICES FOR UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 416320 LEGAL SERVICE PROVIDER PAYMENTS TO BENEFIT PARTICIPANTS. 416320 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEYSTONE 74 BENEFITS AND ADMINSTRATION 6109419400 3031 B WALTON ROAD PLYMOUTH MEETING PA 19462 X ANTHONY ZOLLO TRUSTEE 1.00 X 0 0 0 DAN DOSENBACH TRUSTEE 1.00 X 0 0 0 WENDELL W YOUNG IV TRUSTEE - ALTERNATE 1.00 X 0 0 0 LEONARD PURNELL TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 YOUNG LAW GROUP PC 3031 WALTON ROAD STE A330 PLYMOUTH MEETING PA 19462 LEGAL SERVICE PROVIDER 349702 1 EMPLOYER CONTRIBUTIONS 525100 398179 398179 398179 26991 26991 113045 111948 1097 1097 1097 426267 398179 0 28088 349702 349702 41944 41944 5486 5486 5100 5100 4655 4655 86 86 3029 3029 5043 5043 DUES 1275 1275 416320 416320 0 0 18410 51979 124772 107770 3575 3859 584243 631415 1649 993 732649 796016 5239 28558 5239 28558 X 0 0 0 0 727410 767458 727410 767458 732649 796016 9947 30101 0 X 0 1 X 0 0 0 X 451713 30101 30101 421612 4655 4655 426267 411665 0 411665 4655 4655 416320 PART X, LINE 2: THE VEBA TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX EXEMPT PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. HOWEVER, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE INTERNAL REVENUE CODE TO MAINTAIN THE TAX EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX EXEMPT. 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 IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM AND IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A BOARD MEETING. THE ACCOUNTING FIRM MAKES ANY CHANGES THAT ARE REQUESTED BY THE BOARD. ONCE THE BOARD HAS REVIEWED AND ACCEPTED THE FORM 990, IT IS APPROVED FOR SIGNATURE AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THESE POLICIES WITH THE ASSISTANCE OF THE PLAN PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST DURING NORMAL BUSINESS HOURS. ACME 231622702 CONTRIBUTING EMPLOYER C 286722 0 BROWN'S SHOPRITE 222813419 CONTRIBUTING EMPLOYER C 26859 0 SHOP RITE OF BETHLEHEM CONTRIBUTING EMPLOYER C 13803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ACME S 286722 COLLECTIVELY BARGAINED BROWN'S SHOP RITE S 26859 COLLECTIVELY BARGAINED SHOP RITE OF BETHLEHEM S 13803 COLLECTIVELY BARGAINED