Ufcw Local 1776 & Participating Employers Health & Welfare Fund
501(c)(9)
95% goes to programs Strong reserves
Ufcw Local 1776 & Participating Employers Health & Welfare Fund is a 501(c)(9) organization based in Plymouth Mtng, Pennsylvania, registered in 1968, with $67,223,670 in FY2024 revenue. CharityIndex grades it A+, and it directs about 95% of spending to programs.
3031 Walton Rd Bldg B, Plymouth Mtng, PA, 19462 EIN 23-2949242 Since 1968
Revenue (FY2024)
$67.2M
▲ 8.0% vs prior year
Expenses (FY2024)
$54.3M
Net assets
$106.4M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A+
A+Program efficiency40% of the rating95% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Ufcw Local 1776 & Participating Employers Health & Welfare Fund: 95% to programs earns a A+ on this criterion. See the exact thresholds →
AFinancial health25% of the rating24 mo reserves · +19% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Ufcw Local 1776 & Participating Employers Health & Welfare Fund: 24 mo reserves · +19% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Ufcw Local 1776 & Participating Employers Health & Welfare Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Ufcw Local 1776 & Participating Employers Health & Welfare Fund: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
The fund is a multiemployer plan established to provide health and welfare benefits to eligible participants and their dependents under the terms of various collective bargaining agreements between the employers and ufcw local union 1776.
Contact & location
- Address
- 3031 Walton Rd Bldg B, Plymouth Mtng, PA, 19462
- City
- Plymouth Mtng
- State
- Pennsylvania
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue declined from $70.3M (FY2013) to $67.2M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1.9MNet assets $106.4M
Operating margin
19.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$108.2M
Total liabilities
$1.9M
Net assets
$106.4M
Salaries & benefits
$0
0% of expenses
Board members
10
10 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $67,223,670▲8.0% | $54,311,316▲10.9% | $106,362,421▲13.5% | $108,243,273▲13.4% | 990 |
| 2023 | $62,234,944▼15.7% | $48,955,491▲3.2% | $93,674,288▲15.5% | $95,418,566▲10.8% | 990 |
| 2022 | $73,857,853▲17.1% | $47,434,257▼3.4% | $81,094,793▲47.5% | $86,110,249▲42.8% | 990 |
| 2021 | $63,078,058▼3.7% | $49,090,773▲5.1% | $54,977,630▲32.7% | $60,321,476▲25.8% | 990 |
| 2020 | $65,472,224▼3.9% | $46,707,517▼10.4% | $41,426,503▲80.8% | $47,945,627▲68.4% | 990 |
| 2019 | $68,126,068▼3.9% | $52,155,915▼17.1% | $22,916,588▲230% | $28,465,177▲70.9% | 990 |
| 2018 | $70,866,940▲2.8% | $62,897,557▼8.8% | $6,951,493▲783% | $16,654,526▼1.6% | 990 |
| 2017 | $68,933,424▼0.3% | $68,982,424▲7.5% | -$1,017,949▼5.1% | $16,922,891▲52.8% | 990 |
| 2016 | $69,139,405▼3.8% | $64,156,143▼15.7% | -$968,798▲83.7% | $11,074,303▲105% | 990 |
| 2015 | $71,836,046▼3.1% | $76,147,321▼5.5% | -$5,950,795▼263% | $5,398,485▼43.1% | 990 |
| 2014 | $74,117,341▲5.5% | $80,597,610▲13.7% | -$1,639,135▼131% | $9,487,630▼56.4% | 990 |
| 2013 | $70,267,401 | $70,910,285▼4.6% | $5,340,614▼9.6% | $21,770,238▼2.5% | 990 |
| 2012 | — | $74,325,326▼11.1% | $5,906,120▼45.1% | $22,333,281▼14.9% | 990 |
| 2011 | — | $83,585,700▼7.6% | $10,765,293▼42.0% | $26,257,083▼30.2% | 990 |
| 2010 | — | $90,433,226▲6.7% | $18,560,785▼32.7% | $37,600,347▼11.6% | 990 |
| 2009 | — | $84,717,284 | $27,576,810 | $42,557,131 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Dan Dosenbach | Employer Trustee | 1 | — |
| Daneen Boyce | Union Trustee | 1 | — |
| Joan Williams | Employer Trustee | 1 | — |
| Len Purnell | Union Trustee | 1 | — |
| Lissa Wolcott | Employer Trustee | 1 | — |
| Mark Jacobs | Union Trustee | 1 | — |
| Maureen Skedzielewski | Employer Trustee | 1 | — |
| Nancy Young | Union Trustee | 1 | — |
| Rob Mcveigh | Union Trustee | 1 | — |
| Wendell W Young IV | Union Trustee | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Healthcare Strategies Inc | Plan Adminstration | $5,962,729 |
| Independence Blue Cross | Claims Processing | $1,713,903 |
| Mental Health Consultants | Health Care Mgmnt | $238,388 |
| Bolton Partners Northeast | Actuary Services | $202,500 |
| Wells Fargo Advisors | Investment Custodian | $155,797 |
Frequently asked questions
- Is Ufcw Local 1776 & Participating Employers Health & Welfare Fund a legitimate nonprofit?
- Yes. Ufcw Local 1776 & Participating Employers Health & Welfare Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 23-2949242, based in Plymouth Mtng, Pennsylvania.
- What is Ufcw Local 1776 & Participating Employers Health & Welfare Fund's EIN?
- Ufcw Local 1776 & Participating Employers Health & Welfare Fund's Employer Identification Number (EIN) is 23-2949242.
- How much revenue does Ufcw Local 1776 & Participating Employers Health & Welfare Fund report?
- Ufcw Local 1776 & Participating Employers Health & Welfare Fund reported $67,223,670 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Ufcw Local 1776 & Participating Employers Health & Welfare Fund's spending goes to programs?
- Ufcw Local 1776 & Participating Employers Health & Welfare Fund spends about 95% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Ufcw Local 1776 & Participating Employers Health & Welfare Fund have?
- CharityIndex grades Ufcw Local 1776 & Participating Employers Health & Welfare Fund A+, based on program efficiency and fundraising cost.
- How much does Ufcw Local 1776 & Participating Employers Health & Welfare Fund's highest-paid employee make?
- The highest reported compensation on Ufcw Local 1776 & Participating Employers Health & Welfare Fund's latest Form 990 is $0, paid to Dan Dosenbach (Employer Trustee).
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Data for Ufcw Local 1776 & Participating Employers Health & Welfare Fund (EIN 23-2949242) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.