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Ufcw And Participating Employers New England Health Fund

  • Westport, CT
  • Tax-exempt since April 1959
  • EIN: 06-6069081

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$120M (2022)

Expenses
$141M (2022)

Total Assets
$103M (2022)

Total Liabilities
$12.9M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,544,052
Expenses
$141,128,900
Net Income
-$21,584,848
Net Assets
$89,977,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $110,809,387
92.7%
Investment Income $2,366,617
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,183,020
Net Inventory Sales $0
Other Revenue $8,551,068
7.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $564,826
0.4%
Assets/Debt
Total Assets $102,915,649
Total Liabilities $12,938,092
Net Assets $89,977,557
Compensation
Key Employees and Officers Compensation Related Other
Barbara Fedumenti (Plan Employee) $143,015 $0 $13,895
Ronald Petronella (Union Trustee) $0 $263,351 $31,787
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Bob Spinella (Employer Trustee) $0 $0 $0
Mark Espinosa (Union Trustee) $0 $270,361 $3,352
Christa Kramer (Employer Trustee) $0 $0 $0
Fernando Lemus (Union Trustee) $0 $171,932 $28,651
Tim Melia (Union Trustee) $0 $206,932 $32,260
Susan Sanville (Employer Trustee) $0 $0 $0
Jeff Jones (Union Trustee) $0 $112,731 $14,655
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Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$142,590,701
Expenses
$150,425,218
Net Income
-$7,834,517
Net Assets
$116,186,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,232,505
92.0%
Investment Income $1,789,891
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,290,491
2.3%
Net Inventory Sales $0
Other Revenue $6,277,814
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $780,283
0.5%
Assets/Debt
Total Assets $128,548,713
Total Liabilities $12,362,658
Net Assets $116,186,055
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Plan Employee) $142,692 $0 $3,159
Barbara Fedumenti (Plan Employee) $117,416 $0 $16,095
Ronald Petronella (Union Trustee) $0 $257,306 $36,646
Brian Truini (Union Trustee (P)) $0 $0 $0
Keri Hoehne (Union Trustee (P)) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Bob Spinella (Employer Trustee) $0 $0 $0
Dan Dosenbach (Employer Trustee (P)) $0 $0 $0
Mark Espinosa (Union Trustee) $0 $260,231 $2,172
Dean Either (Union Trustee (P)) $0 $108,938 $19,004
Christa Kramer (Employer Trustee) $0 $0 $0
Fernando Lemus (Union Trustee) $0 $165,360 $20,301
Tim Melia (Union Trustee) $0 $188,464 $28,802
Susan Sanville (Employer Trustee) $0 $0 $0
Jeff Jones (Union Trustee) $0 $110,493 $19,068
+ View more people

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990
Filed on Nov. 7, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,262,466
Expenses
$21,574,918
Net Income
$9,687,548
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,756,282
98.4%
Investment Income $490,050
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,997
0.0%
Net Inventory Sales $0
Other Revenue $13,137
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $520,209
2.4%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Ronald Petronella (Union Trustee) $0 $246,946 $47,613
Brian Truini (Union Trustee) $0 $217,160 $36,204
Thomas Wilkinson P (Union Trustee) $0 $192,151 $30,405
Keri Hoehne (Union Trustee) $0 $169,086 $34,421
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Bob Spinella (Employer Trustee) $0 $0 $0
Dan Dosenbach (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,865,402
Expenses
$28,355,778
Net Income
$1,509,624
Net Assets
$42,811,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,899,782
96.8%
Investment Income $751,982
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $213,638
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $440,954
1.6%
Assets/Debt
Total Assets $47,855,054
Total Liabilities $5,043,939
Net Assets $42,811,115
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $255,102 $36,387
Ronald Petronella (Union Trustee) $0 $242,160 $34,295
Brian Truini (Union Trustee) $0 $198,732 $31,747
Keri Hoehne (Union Trustee) $0 $139,358 $28,670
Stephen Brown (Employer Trustee (P)) $0 $0 $0
Joel Boone (Employer Trustee (P)) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Bob Spinella (Employer Trustee) $0 $0 $0
Dan Dosenbach (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,652,365
Expenses
$28,863,988
Net Income
$1,788,377
Net Assets
$38,545,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,300,063
95.6%
Investment Income $849,110
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $503,192
1.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $457,159
1.6%
Assets/Debt
Total Assets $43,779,549
Total Liabilities $5,234,422
Net Assets $38,545,127
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $247,570 $34,207
Ronald Petronella (Union Trustee) $0 $234,580 $31,259
Brian Truini (Union Trustee) $0 $194,179 $37,546
Keri Hoehne (Union Trustee) $0 $134,771 $26,221
Stephen Brown (Employer Trustee) $0 $0 $0
Joel Boone (Employer Trustee) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,687,248
Expenses
$28,385,778
Net Income
$1,301,470
Net Assets
$38,320,782
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,312,448
92.0%
Investment Income $552,758
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,822,042
6.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $464,822
1.6%
Assets/Debt
Total Assets $43,190,081
Total Liabilities $4,869,299
Net Assets $38,320,782
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $0 $0
Ronald Petronella (Union Trustee) $0 $0 $0
Brian Truini (Union Trustee) $0 $0 $0
Keri Hoehne (Union Trustee) $0 $0 $0
Stephen Brown (Employer Trustee) $0 $0 $0
Joel Boone (Employer Trustee) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,970,393
Expenses
$25,207,303
Net Income
$763,090
Net Assets
$36,290,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,355,102
97.6%
Investment Income $407,171
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $208,120
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $473,418
1.9%
Assets/Debt
Total Assets $40,883,750
Total Liabilities $4,593,153
Net Assets $36,290,597
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $0 $0
Ronald Petronella (Union Trustee) $0 $0 $0
Brian Truini (Union Trustee) $0 $0 $0
Keri Hoehne (Union Trustee) $0 $0 $0
Stephen Brown (Employer Trustee) $0 $0 $0
Joel Boone (Employer Trustee) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 1, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,294,078
Expenses
$25,482,685
Net Income
$811,393
Net Assets
$34,522,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,776,261
98.0%
Investment Income $432,973
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $84,844
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $470,500
1.8%
Assets/Debt
Total Assets $39,191,490
Total Liabilities $4,669,059
Net Assets $34,522,431
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $0 $0
Ronald Petronella (Union Trustee) $0 $0 $0
Brian Truini (Union Trustee) $0 $0 $0
Keri Hoehne (Union Trustee) $0 $0 $0
Stephen Brown (Employer Trustee) $0 $0 $0
Joel Boone (Employer Trustee) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,424,917
Expenses
$22,878,235
Net Income
$2,546,682
Net Assets
$34,049,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,500,199
96.4%
Investment Income $546,014
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $378,704
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $448,759
2.0%
Assets/Debt
Total Assets $38,394,259
Total Liabilities $4,344,655
Net Assets $34,049,604
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $0 $0
Ronald Petronella (Union Trustee) $0 $0 $0
Brian Truini (Union Trustee) $0 $0 $0
Keri Hoehne (Union Trustee) $0 $0 $0
Stephen Brown (Employer Trustee) $0 $0 $0
Joel Boone (Employer Trustee) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,303,480
Expenses
$27,416,451
Net Income
-$112,971
Net Assets
$31,314,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,221,187
96.0%
Investment Income $426,645
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $655,648
2.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $425,125
1.6%
Assets/Debt
Total Assets $37,097,701
Total Liabilities $5,782,827
Net Assets $31,314,874
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkinson (Union Trustee) $0 $0 $0
Ronald Petronella (Union Trustee) $0 $0 $0
Brian Truini (Union Trustee) $0 $0 $0
Keri Hoehne (Union Trustee) $0 $0 $0
Stephen Brown (Employer Trustee) $0 $0 $0
Joel Boone (Employer Trustee) $0 $0 $0
Jason Paradis (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,327,123
Expenses
$24,045,930
Net Income
$2,281,193
Net Assets
$29,717,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,940,742
98.5%
Investment Income $282,545
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $103,836
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $399,878
1.7%
Assets/Debt
Total Assets $34,244,532
Total Liabilities $4,527,359
Net Assets $29,717,173

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,078,429
Expenses
$23,710,726
Net Income
$2,367,703
Net Assets
$26,181,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,614,732
98.2%
Investment Income $181,656
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $282,041
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $397,006
1.7%
Assets/Debt
Total Assets $30,377,431
Total Liabilities $4,196,387
Net Assets $26,181,044

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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