Nonprofit · EIN 01-0749311
UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND
Tax-exempt · MT LAUREL, NJ 08054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $50,079,779 | $47,867,537 | $2,212,242 | $53,132,730 | $6,438,848 | $46,693,882 |
| October 31, 2024 | 990 | $49,017,734 | $46,725,814 | $2,291,920 | $52,746,573 | $10,719,022 | $42,027,551 |
| October 31, 2023 | 990 | $46,518,782 | $47,221,802 | -$703,020 | $46,733,989 | $9,349,924 | $37,384,065 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $48,422,768
- Investment income
- $1,657,011
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $41,605,811
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $36,706
- Accounting fees
- $42,500
Balance sheet and other
- Total assets, start of year
- $52,746,573
- Total assets, end of year
- $53,132,730
- Total liabilities, end of year
- $6,438,848
- Net assets, end of year
- $46,693,882
- Land, buildings and equipment
- $136,125
- Publicly traded securities
- $30,567,008
- Gross receipts
- $50,079,779
- Employees
- 0
- Year formed
- 2002
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL CARUSO | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK J DURNING | TRUSTEE Trustee or director | 1 | $0 |
| SAM FERRAINO | CHAIR/TRUSTE Trustee or director | 1 | $0 |
| DANIEL KONCZYK | TRUSTEE Trustee or director | 1 | $0 |
| GENE DEL ROSARIO | TRUSTEE Trustee or director | 1 | $0 |
| DAN ROSS | TRUSTEE Trustee or director | 1 | $0 |
| TIM TERIFAY | TRUSTEE Trustee or director | 1 | $0 |
| ALEXANDER VOITOVICH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAM FERRAINO | CHAIR/TRUSTE Trustee or director | – | $0 |
| PATRICK J DURNING | SECRETARY/TR Trustee or director | – | $0 |
| GENE DEL ROSARIO | TRUSTEE Trustee or director | – | $0 |
| DANIEL ROSS | TRUSTEE Trustee or director | – | $0 |
| DANIEL KONCZYK | TRUSTEE Trustee or director | – | $0 |
| RACHEL CARUSO | TRUSTEE Trustee or director | – | $0 |
| ALEXANDER VOITOVICH | TRUSTEE Trustee or director | – | $0 |
| TIM TERIFAY | TRUSTEE Trustee or director | – | $0 |
990 for the year ended October 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL CARUSO | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK J DURNING | SECRETARY/TR Trustee or director | 1 | $0 |
| SAM FERRAINO | CHAIR/TRUSTE Trustee or director | 1 | $0 |
| DANIEL KONCZYK | TRUSTEE Trustee or director | 1 | $0 |
| GENE DEL ROSARIO | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN STRING | TRUSTEE Trustee or director | 1 | $0 |
| TIM TERIFAY | TRUSTEE Trustee or director | 1 | $0 |
| ALEXANDER VOITOVICH | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 27 ROLAND AVENUE, MT LAUREL, NJ 08054-1038
- Principal officer (990 for 2024)
- SAM FERRAINO
- Signed the 990
- SAM FERRAINO, CHAIR/TRUSTEE
- Phone
- (856) 793-2500
- Return prepared by
- BARATZ & ASSOCIATES PA
Mission
TO PAY HEALTH, LIFE AND LIMITED LEGAL BENEFITS FOR PARTICIPANTS.
Program accomplishments
- TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS.
- TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 01-0749311
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $53,132,730
- Income (IRS master file)
- $50,079,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $50,079,779 | $47,867,537 | $53,132,730 | XML |
| 990 | October 2024 | $49,017,734 | $46,725,814 | $52,746,573 | XML |
| 990 | October 2023 | $46,518,782 | $47,221,802 | $46,733,989 | XML |
| 990 | October 2022 | $45,702,034 | $41,176,714 | $45,983,131 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0749311).
Questions about UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND
- What is the EIN of UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND is 01-0749311.
- Is UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND?
- The 990 for the year ended October 31, 2025 names SAM FERRAINO.
- Who are the officers and directors of UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND?
- The 990 for the year ended October 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $50,079,779, expenses of $47,867,537 and total assets of $53,132,730 at year end.
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All nonprofits in MT LAUREL · New Jersey · Mutual and membership benefit