Cause IQ organization profile

Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund is a fraternal society based in Little Falls, NJ that was founded in 1945. As of 2019 they had $83 million in revenue and $182 million in assets.

Previous legal names or variations of their name include: Welfare And Pension Funds Of Local 464a Welfare Fund.

EIN:

22-1582446

City:

Little Falls

State:

New Jersey

Metro:

New York-Newark-Jersey City, NY-NJ-PA

Website:

ufcw464a.org

Phone:

973-256-6790

Founded:

1945

Type:

501(c)(9)

NTEE:

Y40: Fraternal organizations

Revenue:

$83,743,349

Assets:

$182,640,562

Employees:

Fiscal year end:

December

Revenue trends:

Asset trends:

Program areas at Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Medicalsurgicalhospitalizationden... and life insurance benefits for covered members of ufcw Local 464a-afl-cio. Approximately 11,588 members served.

Form 990s for Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jun 27, 2020	990	View PDF
2017-12	Oct 16, 2018	990	View PDF
2016-12	Oct 2, 2017	990O	View PDF
2015-12	Sep 27, 2016	990O	View PDF
2014-12	Aug 12, 2015	990O	View PDF
...and four more Form 990 PDFs

Financials for Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Field	2018	2017
Federated campaigns	$0	$0
Membership dues	$0	$0
Fundraising event contributions	$0	$0
Related organizations	$0	$0
Government grants (contributions)	$0	$0
Normal grants, contributions, etc.	$0	$0
<em>Non-cash contributions included in above</em>	$0	$0
Total grants, contributions, etc.	$0	$0

Field	2018	2017	% Change
Total grants, contributions, etc.	$0	$0
Program services	$71,972,820	$70,212,775	2.5%
Investment income and dividends	$4,042,161	$2,921,294	38.4%
Tax-exempt bond proceeds	$0	$0
Royalty revenue	$0	$0
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$7,728,368	$5,612,260	37.7%
Net income from fundraising events	$0	$0
Net income from gaming activities	$0	$0
Net income from sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$83,743,349	$78,746,329	6.3%

Field	2018	2017	% Change
Grants to govts. and orgs. in USA	$0	$0
Grants to individuals in USA	$0	$0
Grants to govts., orgs., and individuals outside USA	$0	$0
Benefits paid to or for members	$56,401,249	$55,248,140	2.1%
Compensation of current officers, etc.	$0	$0
Compensation not included above, to disqualified persons	$0	$0
Non-officer salaries and wages	$1,131,326	$1,114,554	1.5%
Pension/retirement accruals and contributions	$123,255	$124,946	-1.4%
Other employee benefits	$6,597	$7,014	-5.9%
Payroll taxes	$91,478	$90,312	1.3%
Management fees	$0	$0
Legal fees	$215,143	$180,000	19.5%
Accounting fees	$54,468	$53,718	1.4%
Lobbying fees	$0	$0
Pro. fundraising fees	$0	$0
Investment mgmt fees	$406,440	$394,816	2.9%
Other fee-for-service	$5,471,716	$5,400,733	1.3%
Advertising and promotion	$0	$0
Office expenses	$114,365	$127,296	-10.2%
Information tech. expenses	$0	$0
Royalty expenses	$0	$0
Occupancy	$102,223	$96,799	5.6%
Travel	$15,080	$15,080
Public official travel and entertainment	$0	$0
Conferences, meetings, etc.	$1,099	$1,756	-37.4%
Interest	$0	$0
Payments to affiliates	$0	$0
Depreciation, amortization, etc.	$3,046	$3,447	-11.6%
Insurance	$0	$0
All other expenses	$4,218,868	$4,196,859	0.5%
Total expenses	$68,356,353	$67,055,470	1.9%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$6,192,947	$5,255,835	17.8%
Savings, short-term investments, etc.	$0	$0
Pledges and grants receivable	$0	$0
Accounts receivable	$5,179,690	$4,685,113	10.6%
Loans receivable from officers, directors, etc.	$0	$0
Loans receivable from other disqualified persons	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Buildings, equipment, etc. post-depreciation	$6,435	$9,482	-32.1%
Investments, publicly traded securities	$159,540,900	$169,466,995	-5.9%
Investments, other securities	$7,787,051	$3,832,187	103.2%
Investments, program-related	$2,384,622	$2,384,622
Intangible assets	$0	$0
Other assets	$1,548,917	$1,479,903	4.7%
Total assets	$182,640,562	$187,114,137	-2.4%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$422,008	$429,985	-1.9%
Grants payable	$0	$0
Deferred revenue	$0	$0
Tax-exempt bond liabilities	$0	$0
Escrow or custodial account liability	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0
Other liabilities	$14,962,996	$14,072,334	6.3%
Total liabilities	$15,385,004	$14,502,319	6.1%

Field	2018	2017
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Vendor	Services	Amount paid	Date
Rosenberg Rich Baker Berman and Company	Tax accounting		2020-06-27
███ ████		$159,928	2019-12-31
███████ █████ ██████ ██████ ███ █████	Custodial (other than securities), Investment advisory (plan), Securities brokerage	$127,918	2019-12-31
██████ ████████ ████	Legal	$188,699	2019-12-31
██████ █████ ██████████ ███		$155,836	2019-12-31
███████ ██████████ █████████ ███	Claims processing	$2,167,422	2019-12-31
████████ ████████	Employee (plan)	$124,300	2019-12-31
██████ ████████	Employee (plan)	$56,853	2019-12-31
...and 36 more vendors

Personnel at Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Name	Title	Compensation	Most recent data
John T. Niccollai	President / Trustee / President	$0	Oct. 2, 2020
Joann Piscitelli	Director of Administration	-	Sept. 17, 2019
█████ ████████	Director of Medical Benefits	-	Sept. 17, 2019
█████ ████████	Director of Buildings and Grounds	-	Sept. 17, 2019
██████ ███████	Director of Dues Department	-	Sept. 17, 2019
███████ ██████████	Asst Office Manager and Director of Pension Benefits	-	Sept. 17, 2019
███ ████████	Office Manager	-	Sept. 17, 2019
████ █████████	Comptroller	-	Sept. 17, 2019
███████ ██ ██████	Secretary - Treasurer	$0	Oct. 2, 2020
...and one more key personnel

Peer fraternal organizations

	Name	Type	Revenue	Location
1	Automatic Data Processing and Subsidiaries Empl Welfare BNFT Trust	501(c)(9)	$384 million	Roseland, NJ
2	Cigna Benefit Plans Trust	501(c)(9)	$26 million	Pennington, NJ
3	Metro-ILA Funds	501(c)(9)	$41 million	Rutherford, NJ
4	Acs Welfare Benefit Trust	501(c)(9)	$197 million	Florham Park, NJ
5	IBEW Local 102 Welfare Fund	501(c)(9)	$48 million	Parsippany, NJ
6	Teamsters Industrial Employees Welfare Fund	501(c)(9)	$22 million	Union City, NJ
7	IBEW Local 269 Welfare Fund	501(c)(9)	$22 million	West Trenton, NJ
8	Refrigeration Ac and Service Div Welfare Fund	501(c)(9)	$34 million	West Trenton, NJ
9	Bed Bath and Beyond Employee Health Plan	501(c)(9)	$160 million	Union, NJ
10	Lucent Tech Inc Post Retirement Welfare Benefits Trust for Represented Employees	501(c)(9)	$113 million	Murray Hill, NJ
11	IB of T Welfare Fund - 945	501(c)(9)	$27 million	Wayne, NJ
12	Carrier Ila Container Royalty Fund	501(c)(9)	$186 million	Lyndhurst, NJ
13	Northeast Carpenters Health Fund	501(c)(9)	$318 million	Edison, NJ
14	Prudential Welfare Benefits Trust	501(c)(9)	$243 million	Newark, NJ
15	New York Life Company Employees Health and Life Benefit Trust	501(c)(9)	$26 million	Jersey City, NJ
16	Aww and Post Retirement Medical Trust / Bargaining	501(c)(9)	$25 million	Camden, NJ
17	United Food and Commercial Workers Union Local 1262 and Employers Health and Welfare	501(c)(9)	$33 million	Clifton, NJ
18	Local 351 IBEW Health and Welfare Fund	501(c)(9)	$41 million	West Trenton, NJ
19	Local 68 Engineers Union Welfare Board of Trustees	501(c)(9)	$41 million	W Caldwell, NJ
20	Ernst and Young US LLP Trust for Welfare Benefits	501(c)(9)	$31 million	Secaucus, NJ
21	Marsh & McLennan Companies ER Funded Welfare Benefits Trust	501(c)(9)	$262 million	Hoboken, NJ
22	Prudential Welfare Benefits Trust for Union Employees	501(c)(9)	$29 million	Newark, NJ
23	United Food and Commercial Workers Union Local 1262 Employers Welfare Fund	501(c)(9)	$81 million	Clifton, NJ
24	Painters District Council 711 Health and Welfare Fund	501(c)(9)	$34 million	Mount Laurel, NJ
25	Prudential Retiree Health Benefits Trust	501(c)(9)	$60 million	Newark, NJ

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Cause IQ organization profile

Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Program areas at Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Form 990s for Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Financials for Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Vendors for Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Personnel at Local 464A United Food and Commercial Workers Union Welfare Service Benefit Fund

Peer fraternal organizations

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