UNION CONSTRUCTION WORKERS HEALTH PLAN: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNION CONSTRUCTION WORKERS HEALTH PLAN (EIN 34-4442536)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-03-29
- IRS object ID
- 202200889349301115
- Schema version
- 2020v4.2
- 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 | 2022-03-29T14:45:21-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 2020-06-01 | 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 | Jamie Peppers | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 4192482401 | PhoneNum |
| Signature | 2022-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jamie | PersonFirstNm |
| Person Last | Peppers | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael D Nyitrai | PreparerPersonNm |
| PTIN | P01799376 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2022-03-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
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 | $56,806,817 | 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 | 36 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,828,399 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,046,169 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,928,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,155,709 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,582 | PYOtherRevenueAmt |
| CY Other Revenue | $26,247 | CYOtherRevenueAmt |
| PY Total Revenue | $33,762,691 | PYTotalRevenueAmt |
| CY Total Revenue | $30,228,125 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $29,066,674 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $30,845,083 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,777,149 | PYOtherExpensesAmt |
| CY Other Expenses | $1,920,833 | CYOtherExpensesAmt |
| PY Total Expenses | $30,843,823 | PYTotalExpensesAmt |
| CY Total Expenses | $32,765,916 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,918,868 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,537,791 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,972,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,553,570 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,706,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,183,416 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,265,608 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,370,154 | 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 | Yes (1) | 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 | 228 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | 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 |
|---|---|---|---|---|---|---|
| Corey Beaubien | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gregory Myers | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Seeger | ||||||
| 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 | |
| Michelle Scherer | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Josh Hughes | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Trust Company of Toledo | ||||||
| Institutional Trustee | 1.00 | $51,576 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $51,576 | 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 (2 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 | $1,425,216 |
| Anthem | |||||
| 4361 Irwin Simpson Rd | Mason | OH | 45040 | Health Insurance | $956,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Employer Contributions | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,046,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,046,169 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,046,169 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,605,459 | TotalRevenueColumnAmt |
| Exclusion | $1,605,459 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,128,942 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,578,692 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $550,250 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $550,250 | TotalRevenueColumnAmt |
| Exclusion | $550,250 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Class Action Settlement | 900099 | $24,711 | $24,711 |
| Liquidated Damages | 900099 | $1,536 | $1,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,247 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,228,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,072,416 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,155,709 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,845,083 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,087 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,583 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,187 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Administrative Expenses | $1,558,578 |
| Custodial Trust Fees | $147,526 |
| Consultant | $93,478 |
| Miscellaneous | $15,329 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,388 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,765,916 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,574,158 | BOYAmt |
| EOY | $6,680,516 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,380 | BOYAmt |
| EOY | $5,862,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,031,435 | BOYAmt |
| EOY | $4,621,243 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,845,534 | BOYAmt |
| EOY | $49,189,078 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,644 | BOYAmt |
| EOY | $200,010 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,972,151 | BOYAmt |
| EOY | $66,553,570 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,840 | BOYAmt |
| EOY | $383,470 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,014,703 | BOYAmt |
| EOY | $44,799,946 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,706,543 | BOYAmt |
| EOY | $45,183,416 | 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 | $21,265,608 | BOYAmt |
| EOY | $21,370,154 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,265,608 | BOYAmt |
| EOY | $21,370,154 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,972,151 | BOYAmt |
| EOY | $66,553,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,537,791 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,642,337 | 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 | $3,189,500 |
| Reserve for Extended Eligibility | $16,257,900 |
| HRA/EAP Benefits | $25,352,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,799,946 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,722,936 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,642,337 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,642,337 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,080,599 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $147,526 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $147,526 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,228,125 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,833,147 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,833,147 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,932,769 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,932,769 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,765,916 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Plan has determined that there are no uncertain tax positions that require disclosure in these financial statements under the FASB Accounting Standards Codification topic, Income Taxes. The tax years 2017 through 2020 are subject to possible examination by the Internal Revenue Service. |
| Part XII, Line 4b - Other Adjustments: | Investment Expenses 147,526. Change in Estimated Future Benefits 1,785,243. |
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 process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (34 entries)
| ASSOCIATED GENERAL CONTRACTORS |
| BRICKLAYERS AND ALLIED CRAFTWO |
| BRICKLAYERS INTERNATIONAL |
| BRICKLAYERS JAC |
| BRICKLAYERS LU 5 OHIO |
| BRICKLAYERS MICHIGAN BAC |
| BRICKLAYERS OF WESTERN PA #9 |
| FTIOR PAINTER LU 7 APPR COMMI |
| IRONWORKERS DC SOUTHERN OHIO |
| IRONWORKERS LOCAL 1 |
| IRONWORKERS LOCAL 207 |
| IRONWORKERS LOCAL 55 |
| IRONWORKERS LOCAL NO 17 |
| IRONWORKERS LOCAL UNION 167 |
| IRONWORKERS LOCAL UNION 397 |
| IRONWORKERS LU 25 MI |
| IRONWORKERS LU 549 & 550 |
| IRONWORKERS WESTERN PA #3-772 |
| IRONWRKRS JOINT APPRENTICE |
| MO-KAN IRONWORKERS LU #10 |
| OHIO BRICKLAYERS FUNDS |
| PAINTERS DISTRICT COUNCIL #6 |
| PAINTING INDUSTRY FUNDS |
| ROOFERS JAC |
| ROOFERS LOCAL NO 134 |
| SHEET METAL INT'L ASSOC |
| SHEET METAL LOCAL 33 |
| SHEET METAL LU 85 |
| SHEET METAL WORKERS LU 292 |
| SHEET METAL WORKERS LU 33 |
| SHEETMETAL LU33 JATC |
| SOUTHEASTERN IRONWORKERS |
| SOUTHEASTERN IRONWORKERS LU 39 |
| TRI COUNTY BUILDING LOCAL 33 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (25 entries)
| ADVANCED INDUSTRIAL SVCS LLC |
| ALLIED POWER SERVICES MICHIGAN |
| AMERISEAL & RESTORATION LLC |
| ARC UNION SERVICES LLC |
| BROCK INDUSTRIAL SERVICES LLC |
| CORROSION RESISTANCE LTD |
| CROSS HTG CLG & SHTML GRP LLC |
| EDCO CONTRACTING LLC |
| EVERS STEEL CONSTRUCTION |
| HAYES MECHANICAL |
| HEAVENLY BALANCING LLC |
| HMR CONSTRUCTION LLC |
| INLAND FIRE BRICK LLC |
| IVY DEVELOPMENT AGENCY LLC |
| KYLE SHERMAN EXCAVATING LLC |
| M & M HEATING & COOLING LLC |
| NPSG GLOBAL LLC |
| PERRY PAINTING & RESTORATION |
| PSC INDSTL OUTSOURCING OF MI L |
| ROYAL-WEST ROOFING |
| THE SELINSKY FORCE LLC |
| THERMO-TECH SERVICES LLC |
| TRIGEN INDUSTRIAL SERVICES |
| WOODRUFF CONTRACTING |
| YOUNGSTOWN BRIDGE LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (181 entries)
| 360 CONSTRUCTION |
| A A BOOS & SON INC |
| ADVANCED STEEL ERECTORS |
| AIR CONCEPTS |
| ALLSTATES REFRACTORY CONTRACTO |
| AMERICAN BRIDGE CO |
| AMERICAN FLOORING INSTALLERS |
| ANESE MASONRY COMPANY |
| APACHE INDUSTRIAL UNITED INC |
| APBN INC |
| API INC |
| APPLEGATE HEATING & AC |
| ARMSTRONG STEEL ERECTORS INC |
| ASSEMBLERS INC |
| ATLAS PAINTING COMPANY |
| ATSALIS BROTHERS PAINTING |
| AVALOTIS PAINTING CO |
| AVON LAKE SHEET METAL |
| B STEEL ERECTORS DBA AKRON ERE |
| B WILLIAM BUCHER INC |
| BARNHART CRANE & RIGGING |
| BARTON MALOW CO |
| BEAVER CONSTRUCTORS INC |
| BLACK SWAMP STEEL INC |
| BLOOM ROOFING SYSTEMS |
| BRAND ENERGY SERVICES OF PGH |
| BRESCOL BROTHERS INC |
| BRICKLAYERS LU 3OADC |
| BUCKEYE STEEL ERECTORS INC |
| CAPITAL CITY GROUP INC |
| CAPP STEEL ERECTORS INC |
| CHAMPION PAINTING SPECIALTY SE |
| CHARDON CONCRETE INC |
| CITY STEEL INC |
| CMF GROUP INC |
| COMMERCIAL COMFORT SYSTEMS INC |
| COMMERCIAL CONSTRUCTION INC |
| COMMERCIAL CONTRACTING |
| COMMERCIAL FLOORING OF TOLEDO |
| COMMERCIAL GLAZING SYS INC |
| COMTE CONSTRUCTION CO |
| CONSOLIDATED RIGGERS |
| COON CAULKING & RESTORATION IN |
| CORE MECHANICAL INC |
| CUSTOM INTERIORS & ACOUSTICS |
| D'ALOISIO MASONRY & CONSTR IN |
| DAY & ZIMMERMANN NPS |
| DEARBORN MID-WEST CONVEYOR CO |
| DELROSE CONSTRUCTION CO |
| DELVENTHAL COMPANY |
| DEPENDABLE PAINTING CO |
| DETROIT & VICINITY TROWEL TR |
| DON R FRUCHEY INC |
| DUFFEY CONCRETE CUTTING |
| DUNBAR MECHANICAL INC |
| EAST COAST METAL SYSTEMS INC |
| EDWARD L MYERS PAINTING |
| EDWARDS GLASS CO |
| EMPIRE REFRACTORY SVCS OF OHIO |
| EMPIRE REFRACTORY SVS OF INDI |
| EMPIRE SOLUTIONS NA INC |
| ENVIRO-AIRE INC |
| F & M TILE & TERRAZZO |
| F D THOMAS INC |
| FLATROCK BRIDGE GROUP |
| FLORAL CITY GLASS CO |
| FLOYD'S RIGGING & MACHINERY MO |
| FOUNDATION STEEL |
| FRED CHRISTEN & SONS CO |
| FRY HVAC INC |
| FUTURE FENCE COMPANY |
| G & L CORPORATION |
| GEM INDUSTRIAL INC |
| GIFFIN INC |
| GREAT LAKES CNCRET RESTORATION |
| GRUNWELL-CASHERO CO |
| HALKER DRYWALL INC |
| HAMON CUSTODIS INC |
| HEIMBROCK INC |
| HENRY GURTZWEILER INC |
| HENRY TEICHMANN INC |
| HGI INC |
| HOFFMAN & HARPST CO |
| HOHL INDUSTRIAL SERVICES INC |
| HOLGATE METAL FAB INC |
| HOOSIER CRANE SERVICE CO |
| HOT TECH INC |
| HOWARD PAINTING INC |
| I O INTERIORS |
| ICC-INTERNATIONAL INDUSTRIAL C |
| INDOOR CLIMATE CONTROL |
| INDUSTRIAL POWER SYST |
| INTERSTATE COMMERCIAL GLASS & |
| J L MECHANICAL SERVICES |
| J T THORPE & SON INC |
| K L E CONSTRUCTION CO |
| KAUFMAN ENGINEERED SYSTEMS |
| KOKOSING CONSTRUCTION CO |
| KOKOSING INDUSTRIAL INC |
| LAKESIDE INTERIOR CONTRACTORS |
| LEIDAL & HART MASON CONTR INC |
| LIBBEY GLASS |
| LILJA CORP |
| LIMA PAINTING COMPANY |
| M & M HEATING & COOLING INC |
| M J WEIS ROOFING CO |
| MADISON HEIGHTS GLASS CO INC |
| MAY PAINTING COMPANY |
| MICHELS PIPELINE CONST INC |
| MID-AMERICAN GUNITE |
| MIDEAST MACHINERY MOVERS INC |
| MIDWEST CONTRACTING INC |
| MIDWEST STEEL INC |
| MOSSER CONSTRUCTION |
| N B I CONSTR SERVICES INC |
| NILES INDUSTRIAL COATINGS |
| NORDMANN ROOFING COMPANY INC |
| NORON INC |
| NORTHWEST CUSTOM MECHANICAL |
| NORTHWESTERN OHIO ADMINI |
| OCP CONTRACTORS |
| OHIO BLDG RESTORATION |
| OKULEY HTNG & AC |
| ON SITE STUDWELDING INC |
| OVERHEAD DOOR OF TOLEDO |
| OVERHEAD ROOFING & SHEET METAL |
| P & W PAINTING CONTR INC |
| PETERSON GLASS COMPANY |
| PIONEER FENCE CO INC |
| PIQUA STEEL CO INC |
| R K PAINTING CO INC |
| R L BONDY |
| R W MEAD & SONS INC |
| RAM CONSTRUCTION SERVICES |
| RESCH'S TILE INC |
| RMF NOOTER INC |
| ROEHRIG PAINTING |
| RUDOLPH-LIBBE |
| S A STORER & SONS CO |
| S A STORER-ICE AGREEMENT |
| SAFESPAN PLATFORM SYSTEMS INC |
| SAMPSON PAINTING |
| SCHREIBER ROOFING CO |
| SEAWAY PAINTING LLC |
| SHEETMETAL WKRS LU33-ORGANIZAT |
| SIEB PLUMBING & HEATING CO |
| SIELER CONSTRUCTION INC |
| SPARTAN CONSTRUCTION CO |
| SPERLING HTNG & VNTLTNG CO |
| STEVENS PAINTON CORP |
| STRAHM DIV OF SGI INC |
| STRESCORE INC |
| STRUCTURAL COATINGS INC |
| STRUCTURAL SERVICES INC |
| STUDER-OBRINGER INC |
| SUBURBAN MNTNS & CONSTR |
| THE K COMPANY |
| THE SCHAEFER GROUP INC |
| THOMARIOS PAINTING CO INC |
| THOMPSON PLBG & HTG INC |
| TOLEDO CAISSON CORP |
| TOLEDO FENCE & SUPPLY COMPANY |
| TOLEDO MECHANICAL INSULATION |
| TOLEDO TIN KNOCKERS(RL HUESTON |
| TOTAL COMFORT SERVICES |
| TRI STATE INDUSTRIAL FLOORS |
| TRIPLE T TILE |
| TRISCO SYSTEMS INC |
| TUTTLE CONSTRUCTION |
| UNITED ROOFING |
| V M SYSTEMS INC |
| VALLEY INTERIOR SYSTEM |
| VAN TASSEL CONSTRUCTION |
| VIKING ERECTORS CORP |
| WALBRIDGE EQUIPMENT |
| WATERVILLE SHEET METAL |
| WEIGAND CONSTRUCTION CO INC |
| WIEDENBEIN ENTERPRISES INC |
| WOLFE'S ROOFING CO INC |
| WOLVERINE STEEL ERECTORS |
| WOODS CONSTRUCTION INC |
| 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 |
Comments