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Nonprofit · EIN 43-0797957

UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND

Tax-exempt · PEMBROKE PNES, FL 33028

Financials

$19M$13.5M2023$18.3M$13M2024
Revenue Expenses · by fiscal year end
Financials of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$18,255,293$13,007,961$5,247,332$41,780,126$67,465$41,712,661
December 31, 2023990$18,980,449$13,480,230$5,500,219$34,614,608$37,376$34,577,232
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$16,985,092
Investment income
$1,270,201
Net gain from sales of assets
$14,142
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$12,132,765
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$145,430
Accounting fees
$128,015

Balance sheet and other

Total assets, start of year
$34,614,608
Total assets, end of year
$41,780,126
Total liabilities, end of year
$67,465
Net assets, end of year
$41,712,661
Publicly traded securities
$28,210,465
Gross receipts
$48,464,541
Employees
0
Volunteers
0
Year formed
1991
State of legal domicile
MO

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARTIN A ROSASTRUSTEE
Trustee or director
2$0$385,136$12,792
ALFONSO FIGUEROA SANCHEZTRUSTEE - PAST
Trustee or director
2$0$49,729$2,952
CHAD PRICETRUSTEE
Trustee or director
2$0$0$0
JON MCCORMICKTRUSTEE
Trustee or director
2$0$0$0
GREGG FROSTTRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARTIN A ROSASTRUSTEE
Trustee or director
2$0$370,908$13,437
ALFONSO FIGUEROA SANCHEZTRUSTEE
Trustee or director
2$0$155,540$13,437
JON MCCORMICKTRUSTEE
Trustee or director
2$0$0$0
GREGG FROSTTRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
2010 NW 150TH AVE STE 200, PEMBROKE PNES, FL 33028-2888
Principal officer (990 for 2024)
MARTIN ROSAS, 2010 NW 150TH AVENUE 200, PEMBROKE PINES, FL 33028
Signed the 990
MARTIN ROSAS, TRUSTEE
Phone
(954) 266-6322
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

HEALTH BENEFIT FUND

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTH, PRESCRIPTION DRUG, DENTAL, VISION, LIFE AND SHORT-TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-0797957
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1960
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$41,780,126
Income (IRS master file)
$48,464,541

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$18,255,293$13,007,961$41,780,126XML
990December 2023$18,980,449$13,480,230$34,614,608XML
990December 2022$19,425,231$13,011,086$27,556,156IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 43-0797957).

Questions about UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND

What is the EIN of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND?
The employer identification number (EIN) of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND is 43-0797957.
Is UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
Are donations to UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW & EMPLOYERS HEALTH & WELFARE T RUST 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 & EMPLOYERS HEALTH & WELFARE T RUST FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND?
The 990 for the year ended December 31, 2024 names MARTIN ROSAS.
Who are the officers and directors of UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does UFCW & EMPLOYERS HEALTH & WELFARE T RUST FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $18,255,293, expenses of $13,007,961 and total assets of $41,780,126 at year end.

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