Public Charity

UFCW & EMPLOYERS BENEFIT TRUST

UFCW & EMPLOYERS BENEFIT TRUST is a Public Charity headquartered in CONCORD, CA. Financial data from the 2024 filing: $521.3M revenue, $551.3M expenses, $569.2M total assets.

EIN: 946078804 CONCORD, CA Latest filing: 2024

Total Revenue$521.3M

Total Expenses$551.3M

Total Assets$569.2M

Grant Records0

Filing Years2019–2024

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

Officers & Directors

TRUSTEE Daniel Larson

CHAIR Jacques S Loveall

TRUSTEE John Frahm

TRUSTEE John Heise

TRUSTEE Joseph Ambrosi

TRUSTEE Kevin Sears

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2024	$521.3M	$551.3M	$569.2M
2023	$529.0M	$519.1M	$565.4M
2022	$553.4M	$546.4M	$527.0M
2020	$532.1M	$482.1M	$498.4M
2019	$528.0M	$532.6M	$469.3M

Between 2019 and 2024, reported annual revenue held roughly steady at around $521.3M, with total assets most recently reported at $569.2M.

Interactive year-over-year charts and full filing details available with membership.

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