STRATEGY STUDIO / PUBLIC DATA EXPLORER

OVEC-IKEC UNION RETIREE MEDICAL TR

Cite this

Plain text OVEC-IKEC UNION RETIREE MEDICAL TR. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/202499367. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). OVEC-IKEC UNION RETIREE MEDICAL TR [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/202499367

MLA “OVEC-IKEC UNION RETIREE MEDICAL TR.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/202499367. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $5.6M · expenses $2.5M · assets $89.4M

EIN
20-2499367
Address
3932 US ROUTE 23, PIKETON, OH 45661-0000
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2006
Cross-check
ProPublica Nonprofit Explorer

Mission

THE PRIMARY PURPOSE OF THE TRUST IS TO RECEIVE AND HOLD PAYMENTS FOR THE PROVISION OF MEDICAL BENEFITS UNDER THE PLAN(S) ESTABLISHED FOR CURRENT AND FUTURE RETIREES OF THE OHIO VALLEY ELECTRIC CORPORATION AND INDIANA-KENTUCKY ELECTRIC CORPORATION WHO ARE COVERED BY CERTAIN COLLECTIVE BARGAINING AGREEMENTS AND THEIR DEPENDENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Pnc Bank N A Institution TRUSTEE2023-2025 $23,883$60,384 2707
Huntington National Bank Institution (former) TRUSTEE (THRU 2/23)2020-2023 $5,684$60,482 511

Officers and directors, no compensation reported

7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Justin J Cooper DIRECTOR2020-2025 2 $0 reported 3
Phillip S Mcallister DIRECTOR2020-2025 2 $0 reported 3
Tina I Collins DIRECTOR2023-2025 2 $0 reported 2
William A Hart DIRECTOR2020-2025 2 $0 reported 3
Kassandra K Martin DIRECTOR2020-2025 2 $0 reported 3
David C Rehkopf DIRECTOR2020-2025 2 $0 reported 3
Tina L Collins (former) Director2020-2022 2 $0 reported 3

People by year

2025 · 7 people listed · 1 paid, $24K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PNC BANK Institution TRUSTEE2 $23,883$0$0 $23,8832707
JUSTIN J COOPER DIRECTOR2 $0$0$0 $03
PHILLIP S MCALLISTER DIRECTOR2 $0$0$0 $03
TINA I COLLINS DIRECTOR2 $0$0$0 $02
WILLIAM A HART DIRECTOR2 $0$0$0 $03
KASSANDRA K MARTIN DIRECTOR2 $0$0$0 $03
DAVID C REHKOPF DIRECTOR2 $0$0$0 $03
2024 · 7 people listed · 1 paid, $23K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PNC BANK Institution TRUSTEE2 $22,835$0$0 $22,8352707
JUSTIN J COOPER DIRECTOR2 $0$0$0 $03
PHILLIP S MCALLISTER DIRECTOR2 $0$0$0 $03
TINA I COLLINS DIRECTOR2 $0$0$0 $02
WILLIAM A HART DIRECTOR2 $0$0$0 $03
KASSANDRA K MARTIN DIRECTOR2 $0$0$0 $03
DAVID C REHKOPF DIRECTOR2 $0$0$0 $03
2023 · 8 people listed · 2 paid, $19K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PNC BANK Institution TRUSTEE (START 2/23)2 $13,666$0$0 $13,6662707
HUNTINGTON NATIONAL BANK Institution TRUSTEE (THRU 2/23)2 $5,684$0$0 $5,684511
JUSTIN J COOPER DIRECTOR2 $0$0$0 $03
PHILLIP S MCALLISTER DIRECTOR2 $0$0$0 $03
TINA I COLLINS DIRECTOR2 $0$0$0 $02
WILLIAM A HART DIRECTOR2 $0$0$0 $03
KASSANDRA K MARTIN DIRECTOR2 $0$0$0 $03
DAVID C REHKOPF DIRECTOR2 $0$0$0 $03
2022 · 7 people listed · 1 paid, $22K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Huntington National Bank Institution Trustee2 $22,323$0$0 $22,323511
Justin J Cooper Director2 $0$0$0 $03
Phillip S McAllister Director2 $0$0$0 $03
Tina l Collins Director2 $0$0$0 $03
William A Hart Director2 $0$0$0 $03
Kassandra K Martin Director2 $0$0$0 $03
David C Rehkopf Director2 $0$0$0 $03
2021 · 7 people listed · 1 paid, $20K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Huntington National Bank Institution Trustee2 $19,716$0$0 $19,716511
Justin J Cooper Director2 $0$0$0 $03
Phillip S McAllister Director2 $0$0$0 $03
Tina L Collins Director2 $0$0$0 $03
William A Hart Director2 $0$0$0 $03
Kassandra K Martin Director2 $0$0$0 $03
David C Rehkopf Director2 $0$0$0 $03
2020 · 7 people listed · 1 paid, $13K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Huntington National Bank Institution Trustee2 $12,759$0$0 $12,759511
Justin J Cooper Director2 $0$0$0 $03
Phillip S McAllister Director2 $0$0$0 $03
Tina L Collins Director2 $0$0$0 $03
William A Hart Director2 $0$0$0 $03
Kassandra K Martin Director2 $0$0$0 $03
David C Rehkopf Director2 $0$0$0 $03

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$5,645,676$2,453,630 $89,405,130$89,405,130 $0$0 $23,88300
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$3,397,115$2,095,201 $86,213,084$86,213,084 $0$0 $22,83500
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$3,772,268$3,592,216 $84,911,170$84,911,170 $0$0 $19,35000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$3,402,152$1,595,680 $84,804,109$84,804,109 $0$0 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$6,330,426$1,928,870 $82,997,637$82,997,637 $0$0 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$4,521,262$1,697,072 $78,596,081$78,596,081 $0$0 $12,75900

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNION EDUCATION TRUSTOHY43 $8,713,379$5,422,566 DIRECTOR$118,412 Same NTEE code Y43, revenue within 2x, same state
ASBESTOS WORKERS LOCAL 24 MEDICAL FUNDOHY43 $9,167,862$9,206,313 UNION TRUSTEE$147,217 Same NTEE code Y43, revenue within 2x, same state
AKRON SUMMIT COMM ACTION INC H & W BENEFIT PLAN TROHY43 $3,345,468$3,411,797 TRUSTEE$259,135 Same NTEE code Y43, revenue within 2x, same state
EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREEOHY43 $3,316,323$2,211,164 TRUSTEE$13,919 Same NTEE code Y43, revenue within 2x, same state
METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUSTOHY43 $5,366,828$11,373,093 TRUSTEE$29,519 Same NTEE code Y43, revenue within 2x, same state
SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUNDOHY43 $4,741,247$4,297,530 TRUSTEE$106,285 Same NTEE code Y43, revenue within 2x, same state
GREAT LAKES DISTRICT COUNCIL OF THE INTERNATIONAL LONGSHOREMENSOHY43 $9,163,675$8,697,204 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
EQUITY HEALTH CARE TROHY43 $6,823,486$6,884,243 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
NM GROUP GLOBAL LLC HEALTH BENEFIT TROHY43 $5,051,751$6,142,042 Trustee$5,000 Same NTEE code Y43, revenue within 2x, same state
ULLIMAN SCHUTTE CONSTRUCTION LLC TROHY43 $3,017,594$3,017,594 TRUST COMMITTEE MEMBER$226,507 Same NTEE code Y43, revenue within 2x, same state
BLET DISABILITY & WELFARE BENEFIT TRUST FUNDOHY43 $6,799,613$6,248,378 CHAIRMAN 1/1-4/30$459,978 Same NTEE code Y43, revenue within 2x, same state
COLEMAN PROFESSIONAL SERVICES VEBAOHY43 $6,813,822$6,763,978 PRESIDENT$0 Same NTEE code Y43, revenue within 2x, same state
PLUMBING LOCAL 219 HEALTH & WELFARE FUNDOHY43 $5,718,382$4,639,470 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
SMART DISCIPLINE INCOME PROTECTION PROGRAMOHY43 $6,773,333$4,931,063 TRUSTEE$566,302 Same NTEE code Y43, revenue within 2x, same state
TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND TROHY43 $9,471,045$9,446,431 CHAIR/TRUSTE$0 Same NTEE code Y43, revenue within 2x, same state
MAC TRAILER ENTERPRISES INC VEBAOHY43 $9,225,157$14,748,736 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
VEBA TRUST AGREEMENT FOR OHIO EDUC ASSOCIATION GROUP BENEFIT PLANOHY43 $10,381,528$8,333,312 PRESIDENT (TERM 07/14/25)$293,242 Same NTEE code Y43, revenue within 2x, same state
CBC COMPANIES INC EMPLOYEE GROUP BENEFIT PLOHY43 $7,292,238$7,176,167 TRUSTEE$615,036 Same NTEE code Y43, revenue within 2x, same state
TOLEDO CLINIC INC EMPLOYEE WELFARE BENEFIT TROHY43 $10,143,143$10,686,558 TRUSTEE$317,478 Same NTEE code Y43, revenue within 2x, same state
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TRCAY43 $3,930,764$1,252,266 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
DANA NON-UNION RETIREE VEBA TRUSTILY43 $4,071,624$6,585,078 CHAIRPERSON$12,000 Same NTEE code Y43, revenue within 2x, similar mission
TEAMSTERS LOCAL 2727 RETIREE MEDICAL BENEFITS TRUSTAZY43 $10,001,226$3,771,951 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
PITTSBURGH FIRE FIGHTERS LOCAL 1 RETIREE MEDICAL TRUSTPAY43 $3,533,569$171,257 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
USW RETIREES OF THE DANA CORPORATION HEALTH CARE TRPAY43 $4,290,456$7,761,937 CHAIRMAN$32,818 Same NTEE code Y43, revenue within 2x, similar mission
THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OFPAY43 $4,438,836$2,743,984 CO-CHAIRMAN (THRU 3/4/24)$0 Same NTEE code Y43, revenue within 2x, similar mission

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $2,453,630 spent · pay $23,883 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,403,824--- 98.0%
Fees: investment management $25,923--- 1.1%
Pay: officers, directors, trustees, key employees $23,883--- 1.0%
Total$2,453,630100%

View the filing

2024 · Form 990 · $2,095,201 spent · pay $22,835 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,048,164--- 97.8%
Fees: investment management $24,202--- 1.2%
Pay: officers, directors, trustees, key employees $22,835--- 1.1%
Total$2,095,201100%

View the filing

2023 · Form 990 · $3,592,216 spent · pay $19,350 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,555,476--- 99.0%
Pay: officers, directors, trustees, key employees $19,350--- 0.5%
Fees: investment management $17,390--- 0.5%
Total$3,592,216100%

View the filing

2022 · Form 990 · $1,595,680 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,548,131$1,548,131-- 97.0%
Fees: investment management $25,226$25,226$0$0 1.6%
Other (as described)Trustee Fees $22,323$22,323$0$0 1.4%
Total$1,595,680100%

View the filing

2021 · Form 990 · $1,928,870 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,882,826$1,882,826-- 97.6%
Fees: investment management $26,328$26,328$0$0 1.4%
Other (as described)Trustee Expenses $19,716$19,716$0$0 1.0%
Total$1,928,870100%

View the filing

2020 · Form 990 · $1,697,072 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,684,313$1,684,313-- 99.2%
Other (as described)Investment Management Fees $12,759$12,759$0$0 0.8%
Total$1,697,072100%

View the filing