Ufcw Local 1776 & Participating Employers Health & Welfare Fund
EIN 232949242 · 501(c)(9) · Public charity · Plymouth Mtng, PA · recognized 1968
- Assets
- $88.4M
- Revenue
- $55.2M
- Expenses
- $49.0M
- Investment income
- $3.7M
Form 990 fiscal year ended 04/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 04/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Healthcare Strategies Inc | Plan adminstration | $3,831,013 |
| Independence Blue Cross | Claims processing | $1,423,918 |
| Bolton Partners Northeast | Actuary services | $202,500 |
| Mental Health Consultants | Health care mgmnt | $181,526 |
| Wells Fargo Advisors | Investment custodian | $142,252 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Wendell W Young Iv | Union trustee | $0 | $0 |
| Len Purnell | Union trustee | $0 | $0 |
| Daneen Boyce | Union trustee | $0 | $0 |
| Mark Jacobs | Union trustee | $0 | $0 |
| Nancy Young | Union trustee | $0 | $0 |
| Rob Mcveigh | Union trustee | $0 | $0 |
| Dan Dosenbach | Employer trustee | $0 | $0 |
| Maureen Skedzielewski | Employer trustee | $0 | $0 |
| Joan Williams | Employer trustee | $0 | $0 |
| Lissa Wolcott | Employer trustee | $0 | $0 |