UFCW HEALTH INSURANCE PLAN FOR ACTIVE EMPLOYEES

EIN: 811516666 Mutual Benefit

WASHINGTON, DC

Total Revenue
$14,170,428
Total Expenses
$14,237,518
Total Assets
$278,483
Net Assets
$278,483
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
DC
Principal Officer
MILTON L JONES
Phone
2022233111
Tax Period
2024-03-01 to 2025-02-28

UFCW HEALTH INSURANCE PLAN FOR ACTIVE EMPLOYEES, founded in 2016, is a mid-sized nonprofit in the Mutual Benefit sector that reported $14.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND MEDICAL BENEFITS AND SERVICES.

Program Service Accomplishments

Program 1

THE PLAN PROVIDED HEALTH, DENTAL, DISABILITY, AND LIFE INSURANCE TO ALL ELIGIBLE PARTICIPANTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $14,170,428
Investment Income $0
Other Revenue $0
TOTAL REVENUE $14,170,428

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $769,302
TOTAL EXPENSES $14,237,518

Year-over-Year Comparison

2024 2023 Change
Revenue $14,170,428 $13,319,442 +0.1%
Expenses $14,237,518 $13,339,441 +0.1%
Net Income $-67,090 $-19,999 +2.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
7
$1,827,959
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANTHONY M PERRONE INTERNATIONAL PRESIDENT 0.20
Director
$0 $61,441 $377,505
MILTON L JONES INT'L SECY-TREASURER 0.20
Director
$0 $61,441 $319,216
MICHAEL S HAGGERTY EXEC VP/NAT'L PRESIDENT 0.20
Director
$0 $47,111 $223,278
PAUL R MEINEMA EXEC VP/NAT'L PRESIDENT (FORMER) 0.20
Director
$0 $39,947 $302,190
STUART APPELBAUM EXEC VP/PRESIDENT RWDSU 0.20
Director
$0 $33,450 $33,450
DAVID T YOUNG EXECUTIVE VICE PRESIDENT/ORG DIR 0.20
Director
$0 $62,423 $298,670
LORI A WERNER EXECUTIVE VICE PRESIDENT (FORMER) 0.20
Director
$0 $23,214 $273,650
WARREN S BARCLAY INT'L SECY-TREASURER (FORMER) 0.00
$0 $0 $42,262
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,170,428 $14,237,518 $278,483 $-67,090
2024 $13,319,442 $13,339,441 $345,573 $-19,999
2023 $13,852,607 $13,710,693 $365,572 $141,914
2022 $13,676,961 $13,563,101 $223,658 $113,860
2021 $11,549,789 $11,569,960 $109,798 $-20,171
2020 $14,707,446 $14,798,510 $129,969 $-91,064
2019 $13,487,339 $13,520,873 $221,033 $-33,534
2018 $12,143,883 $12,199,241 $254,567 $-55,358
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