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Nonprofit · EIN 22-1458594

UFCW NATIONAL HEALTH AND WELFARE FUND

Also known as INTERNATIONAL UNION AFL-CIO CLC

Tax-exempt · ENGLEWOOD, NJ 07631

Financials

$151M$127.5M2022$153.4M$139.2M2023$157.7M$166.3M2024
Revenue Expenses · by fiscal year end
Financials of UFCW NATIONAL HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$157,657,277$166,337,792-$8,680,515$169,417,160$3,844,167$165,572,993
September 30, 2024990$153,433,723$139,238,857$14,194,866$170,703,935$4,262,110$166,441,825
September 30, 2023990$151,016,283$127,536,482$23,479,801$141,621,766$3,075,311$138,546,455
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$150,817,303
Investment income
$6,040,910
Net gain from sales of assets
$303,721
Other revenue
$799,064

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$159,387,432
Compensation of officers, directors and key employees
$363,091
Other salaries and wages
$1,965,388
Salaries, compensation and benefits (total)
$3,922,596
Professional fundraising fees
$0
Legal fees
$419,100
Accounting fees
$172,166
Occupancy
$255,985
Travel
$100,284
Depreciation
$79,610

Balance sheet and other

Total assets, start of year
$170,703,935
Total assets, end of year
$169,417,160
Total liabilities, end of year
$3,844,167
Net assets, end of year
$165,572,993
Land, buildings and equipment
$321,289
Publicly traded securities
$128,797,728
Gross receipts
$173,515,214
Employees
34
Volunteers
0
Year formed
1947
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
GLENN DIBIASIFUND ADMINISTRATOR
Key employee
40$328,104$0$46,296
BRENDA GARMAASSOCIATE EXECUTIVE DIRECTOR
Highest-paid employee
40$132,800$0$37,099
FRANK J RUNEYUNION TRUSTEE (P)
Trustee or director
2$0$135,549$0
PETER DEROUENUNION TRUSTEE
Trustee or director
2$0$117,016$0
MILTON JONESUNION TRUSTEE/CHAIRMAN
Trustee or director
5$0$0$0
GERALDINE SENACKEMPLOYER TRUSTEE/SECRETARY
Trustee or director
2$0$0$0
MICHELLE LEWISEMPLOYER TRUSTEE (P)
Trustee or director
2$0$0$0
JOHN PEPEEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
DAVID PIERCEEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
JEFF SPARFVENEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BOB BLAIRUNION TRUSTEE
Trustee or director
2$0$0$0
JAMES BLAUUNION TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended September 30, 2024: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
GLENN DIBIASIFUND ADMINISTRATOR
Key employee
40$295,811$0$86,074
BRENDA GARMAASSOCIATE EXECUTIVE DIRECT
Highest-paid employee
40$125,289$0$49,175
FRANK J RUNEYTRUSTEE
Trustee or director
2$0$130,418$0
BOB BLAIRTRUSTEE
Trustee or director
2$0$0$0
GEORGE J ORLANDOTRUSTEE-CHAIRMAN (P)
Trustee or director
5$0$0$0
GERALDINE SENACKTRUSTEE
Trustee or director
2$0$0$0
JAMES BLAUTRUSTEE
Trustee or director
2$0$0$0
JOHN PEPETRUSTEE
Trustee or director
2$0$0$0
MICHELLE LEWISTRUSTEE
Trustee or director
2$0$0$0
REBECCA REEDTRUSTEE
Trustee or director
2$0$0$0
MILTON JONESTRUSTEE-CHAIRMAN
Trustee or director
5$0$0$0
990 for the year ended September 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
GLENN DIBIASIFUND ADMINISTRATOR
Key employee
40$280,463$0$42,225
BRENDA GARMAASSOCIATE EXECUTIVE DIRECTOR
Highest-paid employee
40$120,327$0$42,188
FRANK J RUNEYTRUSTEE
Trustee or director
2$0$125,891$0
GEORGE J ORLANDOTRUSTEE-CHAIRMAN
Trustee or director
5$0$0$0
GERALDINE SENACKTRUSTEE
Trustee or director
2$0$0$0
JAMES BLAUTRUSTEE
Trustee or director
2$0$0$0
JOHN PEPETRUSTEE
Trustee or director
2$0$0$0
MICHELLE LEWISTRUSTEE
Trustee or director
2$0$0$0
BOB BLAIRTRUSTEE
Trustee or director
2$0$0$0
REBECCA REEDTRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
66 GRAND AVENUE, ENGLEWOOD, NJ 07631-3598
Principal officer (990 for 2024)
MILTON JONES, 66 GRAND AVENUE, ENGLEWOOD, NJ 07631
Signed the 990
MILTON JONES, TRUSTEE
Phone
(201) 569-8801
Return prepared by
NOVAK FRANCELLA LLC

Mission

THE PLAN PROVIDES HOSPITAL, MAJOR MEDICAL, SURGICAL, DISABILITY, PRESCRIPTION DRUG, DENTAL, DEATH AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ALL HEALTH, DISABILITY, PRESCRIPTION DRUG, DENTAL, VISION, AND DEATH BENEFITS ARE SELF-FUNDED.

990 for the year ended September 30, 2025

Program accomplishments

  • THE PLAN PROVIDES HOSPITAL, MAJOR MEDICAL, SURGICAL, DISABILITY, PRESCRIPTION DRUG, DENTAL, DEATH AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ALL HEALTH, DISABILITY, PRESCRIPTION DRUG, DENTAL, VISION, AND DEATH BENEFITS ARE SELF-FUNDED.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
22-1458594
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1976
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$169,417,160
Income (IRS master file)
$173,515,214

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$157,657,277$166,337,792$169,417,160XML
990September 2024$153,433,723$139,238,857$170,703,935XML
990September 2023$151,016,283$127,536,482$141,621,766XML
990September 2022$151,117,819$147,572,464$113,084,722IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 22-1458594).

Questions about UFCW NATIONAL HEALTH AND WELFARE FUND

What is the EIN of UFCW NATIONAL HEALTH AND WELFARE FUND?
The employer identification number (EIN) of UFCW NATIONAL HEALTH AND WELFARE FUND is 22-1458594.
Is UFCW NATIONAL HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1976.
Are donations to UFCW NATIONAL HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW NATIONAL 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 NATIONAL HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW NATIONAL HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of UFCW NATIONAL HEALTH AND WELFARE FUND?
The 990 for the year ended September 30, 2025 names MILTON JONES.
Who are the officers and directors of UFCW NATIONAL HEALTH AND WELFARE FUND?
The 990 for the year ended September 30, 2025 lists 12 people; 2 received compensation from the organization, the highest $328,104 (GLENN DIBIASI, FUND ADMINISTRATOR).
How much revenue does UFCW NATIONAL HEALTH AND WELFARE FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $157,657,277, expenses of $166,337,792 and total assets of $169,417,160 at year end.

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