Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS.
Public Charity
NORTHERN CALIFORNIA UFCW WHOLESALE HEALTH AND WELFARE TRUST FUND
NORTHERN CALIFORNIA UFCW WHOLESALE HEALTH AND WELFARE TRUST FUND is a nonprofit organization categorized as Public Charity based in CONCORD, CA. Its most recent IRS filing (2025) reports revenue of $5.5M, expenses of $5.7M, total assets of $5.9M.
EIN: 943218766
CONCORD, CA
Latest filing: 2025
Total Revenue$5.5M
Total Expenses$5.7M
Total Assets$5.9M
Grant Records0
Filing Years2021–2025
Officers & Directors
TRUSTEE
James Cortez
INTERIM CO-CHAIR
Jim Beard
TRUSTEE
John Bueno
CO-CHAIR
Mike Fursman
CHAIR
Rosemary Mucklow
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $5.5M | $5.7M | $5.9M |
| 2024 | $5.6M | $5.2M | $5.9M |
| 2023 | $5.5M | $5.1M | $5.4M |
| 2022 | $5.5M | $5.0M | $5.0M |
| 2021 | $5.6M | $5.4M | $4.9M |
Between 2021 and 2025, reported annual revenue held roughly steady at around $5.5M, with total assets most recently reported at $5.9M.
Interactive year-over-year charts and full filing details available with membership.