NonprofitsUnited Food & Commercial Workers Union-Employer Hlth & Welfare Fund

United Food & Commercial Workers Union-Employer Hlth & Welfare Fund

BROADVIEW HTS, OH

Total revenue

$127.8M

Total expenses

$114.8M

Net assets

$87.9M

Grants received

EIN

346726563

Tax year

2023

Mission

Provide health and welfare benefits to participants

Programs

3 programs

Paid prescription program- the fund has contracted with caremark to provide a program for prescription drugs. The program requires members to pay 20- 30% towards each prescription. Also some members receive reimbursements through major medical. Approximately 12,000 members are covered under this plan.

Eye care program. The fund provides vision benefits through direct reimbursement or with various providers. The program provides a fully paid eye care program to approximately 16,000 members. This program provides a free eye examination and a pair of glasses every 24 months for adults and every 12 months for children.

To provide affordable health care for its members

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$118.0M
Investment income$3.5M
Other revenue$6.3M
Total revenue$127.8M

Expenses

Grants paid
Salaries & benefits$1.7M
Fundraising
Other expenses$2.1M
Total expenses$114.8M
Total assets$117.5M
Net assets$87.9M

People

8 listed

NameRoleCompensation

SASHA PHILLIPS

EMPLOYER TRU

Board

0

NICK ALBRECHT

EMPLOYER TRU

Board

0

THOMAS HEINEN

EMPLOYER TRU

Board

0

MILES ANDERSON

UNION TRUSTE

Board

0

CARL IVKA

UNION TRUSTE

Board

0

ERIC POLISCHAK

EMPLOYER TRU

Board

0

CARL GREEN

UNION TRUSTE

Board

0

MICHAEL DANCY

UNION TRUSTE

Board

0

Independent contractors

MERRILL LYNCH

INVESTMENT

$333K

WAINBLAT LAW

LEGAL FEES

$264K

CUNNINGHAM & ASSOCIATES

ACCOUNTING FEES

$138K

BRIDGEWAY TECHNOLOGIES

COMPUTER COSULT

$135K

INFOSTORE

RECORDS

$131K

Details

EIN346726563
Subsection09
Ruling date1959-02
Formed1952
Employees24
UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND — Mission, Financials & Grants Received | Grantivo