UNION CONSTRUCTION WORKERS HEALTH PLAN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNION CONSTRUCTION WORKERS HEALTH PLAN (EIN 34-4442536)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-10
- IRS object ID
- 202531009349301713
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T15:53:17-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1656 HENTHORNE DR SUITE 400 | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344442536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION CONSTRUCTION WORKERS HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 4192482401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1330 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA HUGHES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4192482401 | PhoneNum |
| Signature | 2025-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTI L LEETH | PreparerPersonNm |
| PTIN | P00182413 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2025-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSHUA HUGHES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1330 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,575,195 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE FUND PROVIDES HEALTH BENEFITS FOR ELIGIBLE MEMBERS OF THE CONTRUCTION TRADE UNIONS COVERED BY THE FUND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,073,746 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,171,885 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,776,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,400,504 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,073,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,960 | PYOtherRevenueAmt |
| CY Other Revenue | $11,261 | CYOtherRevenueAmt |
| PY Total Revenue | $33,590,349 | PYTotalRevenueAmt |
| CY Total Revenue | $38,861,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $29,091,963 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $34,118,377 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,894,250 | PYOtherExpensesAmt |
| CY Other Expenses | $2,754,270 | CYOtherExpensesAmt |
| PY Total Expenses | $31,986,213 | PYTotalExpensesAmt |
| CY Total Expenses | $36,934,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,604,136 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,927,325 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,888,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,036,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,773,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,335,487 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,115,201 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,701,026 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FUND PROVIDES HEALTH BENEFITS FOR ELIGIBLE MEMBERS OF THE CONSTRUCTION TRADE UNIONS COVERED BY THE FUND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND PROVIDES HEALTH BENEFITS FOR ELIGIBLE MEMBERS OF THE CONSTRUCTION TRADE UNIONS COVERED BY THE FUND. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACIE J RALPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192482401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7142 NIGHTINGALE DR | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|
| BRINT MITCHELL | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY MYERS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE VANCENA | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH GABEL | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC KAHLE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE PEPPERS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KUJAWA | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATT ABERL | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATT CHERRY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA HUGHES | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRUST COMPANY OF TOLEDO | ||||||
| INSTITUTIONAL TRUSTEE | 1.00 | $61,994 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $61,994 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHWESTERN OHIO ADMINISTRATORS | |||||
| 7142 NIGHTINGALE DR | HOLLAND | OH | 43528 | ADMINISTRATIVE MGR | $1,548,578 |
| PAYDHEALTH | |||||
| 4001 MC EWEN RD SUITE 450 | DALLAS | TX | 75240 | PHARMACY BENEFITS | $646,708 |
| ALLOTTA FARLEY | |||||
| 3240 LEVIS COMMONS BLVD | PERRYSBURG | OH | 43551 | LEGAL SERVICES | $157,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $36,776,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,776,959 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,776,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,042,731 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,042,731 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,744,244 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,713,229 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,015 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,015 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $31,015 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LIQUIDATED DAMAGES | 525100 | $7,202 | $7,202 |
| CLASS ACTION SETTLEMENT | 900099 | $4,059 | $4,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,261 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,861,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,776,959 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,073,746 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,261 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,118,377 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,994 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,661 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,477 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,416 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,268 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,113 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMINISTRATIVE EXPENSES | $2,318,438 |
| CONSULTANT | $135,941 |
| MISCELLANEOUS | $15,054 |
| PRINTING & MAILING | $13,920 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,982 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,934,641 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,341,977 | BOYAmt |
| EOY | $11,731,710 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,932,315 | BOYAmt |
| EOY | $2,444,214 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,233,627 | BOYAmt |
| EOY | $6,164,906 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,234,529 | BOYAmt |
| EOY | $52,518,491 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,255 | BOYAmt |
| EOY | $177,192 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,888,703 | BOYAmt |
| EOY | $73,036,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,079,107 | BOYAmt |
| EOY | $538,977 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,694,395 | BOYAmt |
| EOY | $50,796,510 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,773,502 | BOYAmt |
| EOY | $51,335,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,115,201 | BOYAmt |
| EOY | $21,701,026 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,115,201 | BOYAmt |
| EOY | $21,701,026 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,888,703 | BOYAmt |
| EOY | $73,036,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,927,325 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,658,500 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IBNR | $2,447,300 |
| RESERVE FOR EXTENDED ELIGIBILITY | $19,140,900 |
| HRA/EAP BENEFITS | $29,208,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,796,510 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $41,424,056 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,658,500 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,658,500 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,765,556 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $96,410 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $96,410 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,861,966 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,736,116 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,736,116 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $96,410 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,102,115 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,198,525 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,934,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN ESTIMATED FUTURE BENEFITS 3,102,115. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11A EXPLANATION - EACH TRUSTEE IS PROVIDED WITH A DRAFT COPY OF THE 990 FOR THEIR REVIEW AND APPROVAL PRIOR TO THE FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PLAN ADMINISTRATOR AND ATTORNEY FOLLOW UP WITH EACH TRUSTEE TO ENSURE THAT EACH COMPLETES THE ANNUAL CONFLICT OF INTEREST DISCLOSURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANICAL STATEMENTS ARE AVAILABLE UPON REQUEST TO NORTHWESTERN OHIO ADMINISTRATORS, INC., THE PLAN ADMINISTRATOR. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (52 entries)
| BAC LOCAL UNION 15 |
| BRICKLAYERS AND ALLIED C |
| BRICKLAYERS INTERNATIONA |
| BRICKLAYERS LOCAL 1 PAD |
| BRICKLAYERS LU 23 OHWV |
| BRICKLAYERS LU 5 OHIO |
| BRICKLAYERS LU 6 OF INDI |
| BRICKLAYERS MICHIGAN BAC |
| BRICKLAYERS OF WESTERN P |
| DUNBAR MECHANICAL INC |
| FTIOR PAINTER LU 7 APPR |
| IRON WORKERS OF TENNESSE |
| IRONWORKERS DC NEW ENGLA |
| IRONWORKERS DC SOUTHERN |
| IRONWORKERS LOCAL 378 |
| IRONWORKERS LOCAL 383 |
| IRONWORKERS LOCAL 404 PA |
| IRONWORKERS LOCAL 55 |
| IRONWORKERS LOCAL NO 17 |
| IRONWORKERS LOCAL UNION |
| IRONWORKERS LOCAL UNION |
| IRONWORKERS LU 25 MI |
| IRONWORKERS LU 28 |
| IRONWORKERS LU 395 |
| IRONWORKERS LU 549 & 550 |
| IRONWORKERS ST LOUIS DIS |
| IRONWORKERS TRI-STATE LU |
| IRONWORKERS WESTERN PA # |
| IRONWRKRS JOINT APPRENTI |
| MO-KAN IRONWORKERS LU #1 |
| NEMIC |
| NORTHWESTERN OHIO ADMINI |
| OHIO BRICKLAYERS FUNDS |
| PAINTERS DISTRICT COUNCI |
| PAINTERS SOUTHERN OHIO |
| PAINTING INDUSTRY FUNDS |
| PENSION PLAN FOR BRICK#3 |
| ROOFERS LOCAL NO 134 |
| SHEET METAL LU 110 |
| SHEET METAL LU 85 |
| SHEET METAL LU# 5 TN |
| SHEET METAL WORKERS LU 2 |
| SHEET METAL WORKERS LU 3 |
| SHEET METAL WORKERS LU# |
| SHEETMETAL LOCAL 36 |
| SHEETMETAL LU33 JATC |
| SHEETMETAL WKRS LU33-ORG |
| SHEETMETAL WORKERS LOCAL |
| SHEETMETAL WORKERS LU 02 |
| SOUTHEASTERN IRONWORKERS |
| TRI COUNTY BUILDING TRAD |
| TWIN CITIES IRONWORKERS |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)
| ABBOTT MECHANICAL SERVIC |
| ADVANCED INDUSTRIAL SVCS |
| ADVANCED STEEL ERECTORS |
| AIR CONCEPTS |
| ALLIED POWER SERVICES MI |
| ALLSTATES REFRACTORY CON |
| AMERISEAL & RESTORATION |
| BARNHART CRANE & RIGGING |
| BELLE RIVER INDUSTRIAL S |
| BODIE MECHANICAL SERVICE |
| C BATES FINE DESIGN LLC |
| CONSTRUCTION AND TURNARO |
| D2 EXCAVATING LLC |
| EDCO CONTRACTING LLC |
| ELITE COMFORT HEATING & |
| FLATROCK BRIDGE GROUP |
| HMR CONSTRUCTION LLC |
| INTERIOR FINISH GROUP LL |
| IVY DEVELOPMENT AGENCY L |
| J PFAU MECHANICAL LLC |
| KEEPAINTING |
| NATIONAL STEEL CITY LLC |
| NILES INDUSTRIAL COATING |
| PREMIUM DOORS & MORE |
| SNS ABSOLUTE ROOFING LL |
| THE SELINSKY FORCE LLC |
| TJD PARTNERS LLC |
| YOUNGSTOWN BRIDGE LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (172 entries)
| 360 CONSTRUCTION |
| A A BOOS & SON INC |
| A1 INDUSTRIAL PAINTING I |
| ALLIED FENCE AND SECURIT |
| ALLIED VENTILATION INC |
| ALLOYD SHEET METAL & INS |
| AMR MASONRY INC |
| API INC |
| ARMORMAX CONSTRUCTION |
| ARMSTRONG STEEL ERECTORS |
| ASSOCIATED GENERAL CONTR |
| ATLANTIC PLANT MAINT |
| AVALOTIS PAINTING CO |
| AVON LAKE SHEET METAL |
| B WILLIAM BUCHER INC |
| BARTON MALOW CO |
| BLACK SWAMP STEEL INC |
| BOLDT OSCAR J CONSTR CO |
| BOOMS STONE COMPANY |
| BRAND ENERGY SERVICES OF |
| BRESCOL BROTHERS INC |
| BROCK INDUSTRIAL SERVICE |
| BUTLER INDUSTRIAL SERVIC |
| C L RIECKHOFF CO INC |
| C R MEYER & SONS CO |
| C&B GLASS INC |
| CAPITAL CITY GROUP INC |
| CAPP STEEL ERECTORS INC |
| CCI-COMMERCIAL CONSTRUCT |
| CITY STEEL INC |
| COATINGS UNLIMITED INC |
| COLUMBUS STEEL ERECTORS |
| COMMERCIAL COMFORT SYSTE |
| COMMERCIAL CONTRACTING |
| COMMERCIAL FLOORING OF T |
| COMMERCIAL GLAZING SYS I |
| COMTE CONSTRUCTION CO |
| COON CAULKING & RESTORAT |
| CORE MECHANICAL INC |
| CROSS HTG CLG & SHTML G |
| DAMSCHRODER ROOFING INC |
| DAY & ZIMMERMANN NPS |
| DELVENTHAL COMPANY |
| DEPENDABLE PAINTING CO |
| DETROIT & VICINITY TROWE |
| DIRIG SHEET METAL |
| DON R FRUCHEY INC |
| EDWARD L MYERS PAINTING |
| EMPIRE REFRACTORY SVCS O |
| EMPIRE REFRACTORY SVS O |
| ENVIRO-AIRE INC |
| F & M TILE & TERRAZZO |
| F A WILHELM |
| F D THOMAS INC |
| FOUNDATION STEEL |
| FRED CHRISTEN & SONS CO |
| FRY HVAC INC |
| FUTURE FENCE COMPANY |
| G & L CORPORATION |
| GEM INDUSTRIAL INC |
| GIFFIN INC |
| GREAT LAKES CNCRET RESTO |
| GROUND FLOOR CONTRACTORS |
| GRUNWELL-CASHERO CO |
| H M WHITE CO INC |
| HAGERMAN CONSTRUCTION CO |
| HARMON INC |
| HEARTLAND CONSTRUCTION & |
| HEIMBROCK INC |
| HENRY GURTZWEILER INC |
| HGI INC |
| HOFFMAN & HARPST CO |
| HOLGATE METAL FAB INC |
| HOT TECH INC |
| HOWARD PAINTING INC |
| INDOOR CLIMATE CONTROL |
| INDUSTRIAL FENCE & LNDSC |
| INDUSTRIAL POWER SYST |
| INTEGRITY AUTOMATIC DOOR |
| INTERAMERICA STAGE INC |
| INTERSTATE COMMERCIAL GL |
| J D CANDLER ROOFING COMP |
| J L MECHANICAL SERVICES |
| J T THORPE & SON INC |
| JBAK |
| JOHN A PAPALAS & CO |
| JP CULLEN AND SONS INC |
| K L E CONSTRUCTION CO |
| KAUFMAN ENGINEERED SYSTE |
| KIRK BROS CO INC |
| KOKOSING CONSTRUCTION CO |
| KOKOSING INDUSTRIAL INC |
| KYLE SHERMAN EXCAVATING |
| LAKESIDE INTERIOR CONTRA |
| LEE MACHINERY MOVERS INC |
| LIBBEY GLASS |
| LIBERTY SHEET METAL |
| LILJA CORP |
| LIMA PAINTING COMPANY |
| M & M HEATING & COOLING |
| M J WEIS ROOFING CO |
| MASIN ROOFING INC |
| MID-AMERICAN GUNITE |
| MIDEAST MACHINERY MOVERS |
| MIDWEST CONTRACTING INC |
| MIDWEST ENVIRONMENTAL CO |
| MIDWEST STEEL INC |
| MOSSER CONSTRUCTION |
| N B I CONSTR SERVICES I |
| NORDMANN ROOFING COMPANY |
| NORON INC |
| NORTH ROOFING COMPANY |
| NORTHERN OHIO TRAINING C |
| NORTHWESTERN OHIO ADMINI |
| OCP CONTRACTORS |
| OHIO BLDG RESTORATION |
| OHIO VALLEY PAINTING |
| ON SITE STUDWELDING INC |
| OVERHEAD DOOR OF TOLEDO |
| OVERHEAD ROOFING & SHEET |
| P & W PAINTING CONTR IN |
| PAULY JAIL BUILDING COMP |
| PIONEER FENCE CO INC |
| PIQUA STEEL CO INC |
| PSC INDSTL OUTSOURCING O |
| QUALITY ROOFING INC |
| R K HYDRO-VAC SERVICES |
| R L BONDY |
| RAM CONSTRUCTION SERVICE |
| RAND INDUSTRIAL INSULATI |
| RIVER CITY ERECTORS INC |
| RMF NOOTER INC |
| ROEHRIG PAINTING |
| ROOFERS JAC |
| RTW REFRACTORY INC |
| RUDOLPH-LIBBE |
| RUHLIN CO THE |
| S A STORER & SONS CO |
| S A STORER-ICE AGREEMENT |
| SCHAD BOILER SETTING CO |
| SIEB PLUMBING & HEATING |
| SIELER CONSTRUCTION INC |
| SPARTAN CONSTRUCTION CO |
| SPERLING HTNG & VNTLTNG |
| STEVENS PAINTON CORP |
| STRESCORE INC |
| STRUCTURAL COATINGS INC |
| STUDER-OBRINGER INC |
| SUN MECHANICAL SYSTEMS I |
| THE BOLDT COMPANY |
| THE SCHAEFER GROUP INC |
| THOMARIOS PAINTING CO IN |
| THOMPSON PLBG & HTG INC |
| TOLEDO CAISSON CORP |
| TOLEDO FENCE & SUPPLY CO |
| TOLEDO TIN KNOCKERS(RL H |
| TOTAL COMFORT SERVICES |
| TRI STATE INDUSTRIAL FLO |
| TRIGEN INDUSTRIAL SERVIC |
| TRIPLE T TILE |
| TRISCO SYSTEMS INC |
| TUTTLE CONSTRUCTION |
| UNITED ROOFING |
| V M SYSTEMS INC |
| VALLEY INTERIOR SYSTEM |
| VAN TASSEL CONSTRUCTION |
| VENTCON INC |
| VIKING ERECTORS CORP |
| WATERVILLE SHEET METAL |
| WOLFE'S ROOFING CO INC |
| WOLVERINE STEEL ERECTORS |
| YOUNGSTOWN TILE & TERRAZ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |