Nonprofit · EIN 81-1529180
UFCW HEALTH INSURANCE PLAN FOR RETIREES
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $24,504,744 | $24,511,230 | -$6,486 | $176,866 | $0 | $176,866 |
| February 29, 2024 | 990 | $21,778,082 | $21,814,730 | -$36,648 | $183,352 | $0 | $183,352 |
| February 28, 2023 | 990 | $22,743,924 | $22,606,379 | $137,545 | $220,000 | $0 | $220,000 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $24,504,744
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $23,826,977
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $45,744
- Accounting fees
- $19,388
Balance sheet and other
- Total assets, start of year
- $183,352
- Total assets, end of year
- $176,866
- Total liabilities, end of year
- $0
- Net assets, end of year
- $176,866
- Gross receipts
- $24,504,744
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- DC
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANTHONY M PERRONE | INTERNATIONAL PRESIDENT Trustee or director | 0.2 | $0 | $316,064 | $61,441 |
| MILTON L JONES | INT'L SECY-TREASURER Trustee or director | 0.2 | $0 | $257,775 | $61,441 |
| PAUL R MEINEMA | EXEC VP/NAT'L PRESIDENT (FORMER) Trustee or director | 0.2 | $0 | $262,243 | $39,947 |
| DAVID T YOUNG | EXECUTIVE VICE PRESIDENT/ORG DIR Trustee or director | 0.2 | $0 | $236,247 | $62,423 |
| LORI A WERNER | EXECUTIVE VICE PRESIDENT (FORMER) Trustee or director | 0.2 | $0 | $250,436 | $23,214 |
| MICHAEL S HAGGERTY | EXEC VP/NAT'L PRESIDENT Trustee or director | 0.2 | $0 | $176,167 | $47,111 |
| WARREN S BARCLAY | INT'L SECY-TREASURER (FORMER) Former | 0 | $0 | $42,262 | $0 |
| STUART APPELBAUM | EXEC VP/PRESIDENT RWDSU Trustee or director | 0.2 | $0 | $0 | $33,450 |
990 for the year ended February 29, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WARREN S BARCLAY | INT'L SECY-TREASURER (FORMER) Trustee or director | 0.2 | $0 | $362,443 | $60,746 |
| ANTHONY M PERRONE | INTERNATIONAL PRESIDENT Trustee or director | 0.2 | $0 | $312,554 | $70,334 |
| MILTON L JONES | INT'L SECY-TREASURER Trustee or director | 0.2 | $0 | $248,444 | $68,463 |
| LORI WERNER | EXECUTIVE VICE PRESIDENT Trustee or director | 0.2 | $0 | $244,913 | $68,341 |
| PAUL MEINEMA | EXEC VP/NAT'L PRESIDENT Trustee or director | 0.2 | $0 | $174,920 | $49,081 |
| STUART APPELBAUM | EXEC VP/PRESIDENT RWDSU Trustee or director | 0.2 | $0 | $0 | $33,450 |
990 for the year ended February 28, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANTHONY M PERRONE | INTERNATIONAL PRESIDENT Trustee or director | 0.2 | $0 | $301,501 | $69,959 |
| WARREN S BARCLAY | INTERNATIONAL SECRETARY-TR Trustee or director | 0.2 | $0 | $248,223 | $68,334 |
| MILTON L JONES | INTERNATIONAL VICE PRESIDENT Trustee or director | 0.2 | $0 | $233,506 | $67,966 |
| PAUL MEINEMA | EXECUTIVE VICE PRESIDENT Trustee or director | 0.2 | $0 | $178,813 | $47,285 |
| STUART APPELBAUM | EXECUTIVE VICE PRESIDENT Trustee or director | 0.2 | $0 | $0 | $33,450 |
Address and contacts
- Address (IRS master file)
- 1775 K ST NW, WASHINGTON, DC 20006-1502
- In care of
- % UFCW INTERNATIONAL UNION
- Principal officer (990 for 2024)
- MILTON L JONES, 1775 K ST NW, WASHINGTON, DC 20006
- Signed the 990
- MILTON L JONES, INTERNATIONAL PRESIDENT
- Phone
- (202) 223-3111
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH AND MEDICAL BENEFITS AND SERVICES
Program accomplishments
- THE PLAN PROVIDED HEALTH, DENTAL, DISABILITY, AND LIFE INSURANCE TO ALL ELIGIBLE 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 81-1529180
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $176,866
- Income (IRS master file)
- $24,504,744
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $24,504,744 | $24,511,230 | $176,866 | XML |
| 990 | February 2024 | $21,778,082 | $21,814,730 | $183,352 | XML |
| 990 | February 2023 | $22,743,924 | $22,606,379 | $220,000 | XML |
| 990 | February 2022 | $20,143,189 | $20,213,291 | $82,455 | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
| 990 | February 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 81-1529180).
Questions about UFCW HEALTH INSURANCE PLAN FOR RETIREES
- What is the EIN of UFCW HEALTH INSURANCE PLAN FOR RETIREES?
- The employer identification number (EIN) of UFCW HEALTH INSURANCE PLAN FOR RETIREES is 81-1529180.
- Is UFCW HEALTH INSURANCE PLAN FOR RETIREES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to UFCW HEALTH INSURANCE PLAN FOR RETIREES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW HEALTH INSURANCE PLAN FOR RETIREES 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 HEALTH INSURANCE PLAN FOR RETIREES due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UFCW HEALTH INSURANCE PLAN FOR RETIREES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of UFCW HEALTH INSURANCE PLAN FOR RETIREES?
- The 990 for the year ended February 28, 2025 names MILTON L JONES.
- Who are the officers and directors of UFCW HEALTH INSURANCE PLAN FOR RETIREES?
- The 990 for the year ended February 28, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does UFCW HEALTH INSURANCE PLAN FOR RETIREES have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $24,504,744, expenses of $24,511,230 and total assets of $176,866 at year end.
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