#290 of 500 · Member & Benefit Funds

Ufcw & Employers Benefit Trust Fund

EIN 94-6078804 · CA · NTEE n/a · Form 990, fiscal 2023

A jointly administered (Taft-Hartley) multiemployer health and welfare trust in Northern California, established through collective bargaining between UFCW union locals and food-industry employers. Governed by a joint board of union and employer trustees, it collects employer contributions and provides health, welfare and related benefits to covered grocery and retail workers, dependents and retirees.

Financials, fiscal 2023

Revenue

$529.0M

Expenses

$519.1M

Total assets

$565.4M

Net assets

$448.2M

Operating margin

1.9%

1-year growth

-4.4%

5-year growth (CAGR)

0.1%

Reserve (years of spending)

10.4

Contributions share

n/a

Programme spending

97.6%

Fundraising cost

n/a

Executive pay share

0.00%

Employees

8,063

Revenue per employee

$66K

Grants paid

n/a

Years filing

35

NFP Health Score: 75 / 100

Financial 54 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Revenue history