United Food & Commercial Workers & Emps Arizona Health & Welfare Tr
- Assets
- $142.6m
- Revenue
- $114.4m
- Investments
- $71.1m
- Employees
- 0
- Location
- Phoenix, AZ
- Founding
- 09/1972
- Data as of
- 12/2021
- EIN
- 23-7244353
Organization Overview
United Food & Commercial Workers & Emps Arizona Health & Welfare Tr is located in Phoenix, AZ. The organization was established in 1972. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Food & Commercial Workers & Emps Arizona Health & Welfare Tr is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 12/2021, United Food & Commercial Workers & Emps Arizona Health & Welfare Tr generated $114.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.8%) each year. All expenses for the organization totaled $162.8m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Mclaughlin Union Trustee | Trustee | 0.5 | $0 |
Frederick Carter Union Trustee | Trustee | 0 | $0 |
Martin Hernandez Union Trustee | Trustee | 0 | $0 |
Jacqueline Jones Employer Trustee | Trustee | 2 | $0 |
Autumn Mitchell Union Trustee | Trustee | 0 | $0 |
Ian Adams Employer Trustee | Trustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Southwest Service Administrators In Admin. Services | 12/30/21 | $10,630,951 |
American Health Group Admin Support Svcs | 12/30/21 | $488,706 |
United Healthcare Admin Support Svcs | 12/30/21 | $513,839 |
National Investment Services Inc Investment Services | 12/30/21 | $303,639 |
Blue Cross Blue Shield Of Az Admin Support Svcs | 12/30/21 | $2,566,271 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $109,177,441 |
| Investment income | $4,002,241 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,006,317 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $114,391,174 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $145,880,295 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $5,826,281 |
| Fees for services: Legal | $220,498 |
| Fees for services: Accounting | $241,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $418,469 |
| Fees for services: Other | $5,851,106 |
| Advertising and promotion | $0 |
| Office expenses | $840,264 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $2,879 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $19,277 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $38,562 |
| All other expenses | $0 |
| Total functional expenses | $162,839,528 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $25,855,598 |
| Savings and temporary cash investments | $1,963,465 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $20,375,547 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $401,922 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $22,853,783 |
| Investments—other securities | $71,144,721 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $142,595,036 |
| Accounts payable and accrued expenses | $1,085,015 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $49,811,078 |
| Total liabilities | $50,896,093 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $91,698,943 |
| Total liabilities and net assets/fund balances | $142,595,036 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Longshrmns & Warehsmn Union-Paci Mrtm Assoc Welfare Fund San Francisco, CA | $214,629,772 | $811,138,825 |
Teamsters Western Region And New Jersey Health Care Fund Phoenix, AZ | $2,785,434,314 | $1,104,803,734 |
United Food & Commercial Workers Unions & Food Employers Ben Fund Cypress, CA | $452,524,162 | $626,269,371 |
Ufcw & Employers Benefit Trust Fund Concord, CA | $525,821,847 | $559,658,551 |
Shell Medical Plan Phoenix, AZ | $59,819,611 | $509,542,348 |
Deseret Healthcare Employee Benefits Trust Salt Lake City, UT | $421,476,421 | $495,688,366 |
Carpenters Health And Welfare Trust Oakland, CA | $807,414,321 | $508,465,069 |
Sag-Aftra Health Fund Burbank, CA | $492,690,562 | $490,645,649 |
Laborers Health And Welfare Trust Fund For Northern California Pleasanton, CA | $444,442,259 | $419,401,531 |
Southwest Carpenters Health And Welfare Trust Los Angeles, CA | $651,095,092 | $444,803,961 |
Northern California General Teamsters Security Fund Stockton, CA | $557,118,545 | $415,457,679 |
Teamster Benefit Trust Fremont, CA | $647,016,311 | $360,030,062 |