2026-03-06T13:06:13-06:00 2025-04-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-05-01 521246412 UFCW PROFESSIONAL HAIR CARE AND BEAUTY TRADES SICK BENEFIT PLAN UFCW 2022233111 1775 K STREET NW WASHINGTON DC 20006 MILTON L JONES INT'L PRESIDENT 2022233111 2026-03-06 1 0 GLENN M EYRICH P01379761 2023319880 2026-03-06 2024 2025-03-06 01:10:19Z MILTON L JONES 1775 K STREET NW WASHINGTON DC 20006 1958154 0 X N/A X 1990 DC PAID BENEFITS TO PLAN PARTICIPANTS. 5 0 0 0 0 0 0 0 23803 23606 49885 52571 0 0 73688 76177 0 0 19071 14766 0 0 0 0 0 17948 22515 37019 37281 36669 38896 1112988 1155761 728 965 1112260 1154796 IRC SECTION 501(C)(9)ORGANIZATION 0 0 PAID BENEFITS TO PLAN PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X ANGELA LAWRENCE 2022233111 1775 K STREET NW WASHINGTON DC 20006 ANTHONY M PERRONE INTERNATIONAL PRESIDENT 0.20 39.80 X 0 316064 61441 MILTON L JONES INT'L SECY-TREASURER 0.20 39.80 X 0 257775 61441 MICHAEL S HAGGERTY EXEC VP/NAT'L PRESIDENT 0.20 39.80 X 0 176167 47111 STUART APPELBAUM EXEC VP/PRESIDENT RWDSU 0.20 39.80 X 0 322835 70050 DAVID T YOUNG EXECUTIVE VICE PRESIDENT/ORG DIR 0.20 39.80 X 0 236247 62423 WARREN S BARCLAY INT'L SECY-TREASURER (FORM 0.00 0.00 X 0 42262 0 PAUL R MEINEMA EXEC VP/NAT'L PRESIDENT (FORMER) 0.20 39.80 X 0 262243 39947 LORI A WERNER EXECUTIVE VICE PRESIDENT (FORMER) 0.20 39.80 X 0 250436 23214 0 1864029 365627 0 1 1 0 0 PARTICIPANT CONTRIBUTIONS 900099 23606 23606 23606 45325 45325 1889223 1881977 7246 7246 7246 76177 23606 0 52571 X 14766 492 15410 2189 4424 37281 5638 46666 848473 89292 8713 9031 174088 772424 76076 238348 1112988 1155761 728 965 728 965 X 1112260 1154796 1112260 1154796 1112988 1155761 38896 3640 0 X X 0 1 X 1 0 0 U.S. GOVERNMENT & GOVERNMENT AGENCY OBLIGATIONS 238348 F 238348 X 77628 3640 3640 73988 2189 2189 76177 35092 0 35092 2189 2189 37281 PART X, LINE 2: THE PLAN FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF 'MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED APRIL 30, 2024 AND 2025, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. 1 0 0 STUART APPELBAUM EXEC VP/PRESIDENT RWDSU 0 305000 0 0 0 17835 0 33450 0 36600 0 392885 0 0 ANTHONY M PERRONE INTERNATIONAL PRESIDENT 0 298284 0 0 0 17780 0 34650 0 26791 0 377505 0 0 MILTON L JONES INT'L SECY-TREASURER 0 244127 0 0 0 13648 0 34650 0 26791 0 319216 0 0 PAUL R MEINEMA EXEC VP/NAT'L PRESIDENT (FORMER) 0 239785 0 0 0 22458 0 37643 0 2304 0 302190 0 0 DAVID T YOUNG EXECUTIVE VICE PRESIDENT/ORG DIR 0 236247 0 0 0 0 0 34800 0 27623 0 298670 0 0 LORI A WERNER EXECUTIVE VICE PRESIDENT (FORMER) 0 57500 0 0 0 192936 0 14022 0 9192 0 273650 0 0 MICHAEL S HAGGERTY EXEC VP/NAT'L PRESIDENT 0 171391 0 0 0 4776 0 35591 0 11520 0 223278 0 0 WARREN S BARCLAY INT'L SECY-TREASURER (FORM 0 0 0 0 0 42262 0 0 0 0 0 42262 0 0 PART I, LINE 4A LORI A WERNER RECEIVED A SEVERANCE PAYMENT OF $115,000 IN 2024. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY INDEPENDENT ACCOUNTANT AND REVIEWED BY THE BOARD BEFORE IT IS FILED WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRES ARE SENT TO TRUSTEES ANNUALLY CONCERNING CONFLICTS OF INTEREST AND BUSINESS AND FAMILY RELATIONSHIPS. THESE QUESTIONNAIRES ARE REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST. TO DATE, NONE HAVE BEEN REPORTED. IF A CONFLICT SHOULD BE REPORTED IN THE FUTURE, THE APPROPRIATE ACTION WOULD BE TAKEN BY THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15: THE ORGANIZATION DOES NOT PAY ANY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES 4,424. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. PATRICK E GORMAN SCHOLARSHIP FUND 1775 K STREET NW WASHINGTON DC 20006 521289741 SCHOLARSHIP FUND DC 501(C)(3) PF 0 UFCW ACTIVE BALLOT CLUB-EDUCATIONPOLITICAL FUND 1775 K STREET NW WASHINGTON DC 20006 521066961 SEPARATE SEGREGATED FUND DC 527 0 UFCW ACTIVE BALLOT CLUB-GENERAL FUND 1775 K STREET NW WASHINGTON DC 20006 521064551 SEPARATE SEGREGATED FUND DC 527 0 UFCW BUILDING CORPORATION 1775 K STREET NW WASHINGTON DC 20006 341023202 BUILDING CORP DC 501(C)(2) 0 UFCW HEALTH INSURANCE PLAN FOR ACTIVE EMPLOYEES 1776 K STREET NW WASHINGTON DC 20006 811516666 VOLUNTARY BENEFIT PLAN DC 501(C)(9) 0 UFCW HEALTH INSURANCE PLAN FOR RETIREES 1775 K STREET NW WASHINGTON DC 20006 811529180 VOLUNTARY BENEFIT PLAN DC 501(C)(9) 0 UFCW MEMBER VOLUNTARY BENEFIT FUND 1775 K STREET NW WASHINGTON DC 20006 452293755 VOLUNTARY BENEFIT PLAN DC 501(C)(9) 0 UFCW PENSION PLAN FOR CANADIAN EMPLOYEES 300-61 INTERNATIONAL BLVD REXDALE ONTARIO CA M9W 6K4 CANADIAN PENSION PLAN CA 0 UFCW WORKING FAMILIES ADVOCACY PROJECT 1775 K STREET NW WASHINGTON DC 20006 272711274 SEPARATE SEGREGATED FUND DC 527 0 UFCW SAVINGS AND RETIREMENT FOR US OFFICERS AND EMPLOYEES 1775 K STREET NW WASHINGTON DC 20006 521384948 401K PLAN DC 401(K) 0 UFCW SAVINGS AND RETIREMENT FOR LOCAL CHARTERED BODIES 1775 K STREET NW WASHINGTON DC 20006 530220586 401K PLAN DC 401(K) 0 UFCW PENSION PLAN FOR EMPLOYEES 1775 K STREET NW WASHINGTON DC 20006 812741678 PENSION PLAN DC 401 (A) 0 UFCW INTERNATIONAL UNION 1775 K STREET NW WASHINGTON DC 20006 530220586 INTERNATIONAL UNION DC 501(C)(5) 0 RWDSU DISTRICT COUNCIL OF THE UFCW 370 SEVENTH AVENUE STE 501 NEW YORK NY 10001 131426674 LABOR UNION NY 501(C)(5) 0 INTERNATIONAL CHEMICAL WORKERS UNION COUNCIL OF THE UFCW 1655 WEST MARKET STREET 6TH FLOOR AKRON OH 44313 340644259 LABOR UNION OH 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0