OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST (EIN 31-6029682)
Tax period: 2019-03-01 to 2020-02-29
Filed: 2020-11-24
IRS object ID: 202023299349300032
Schema version: 2019v5.1
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-24T15:00:13-06:00	ReturnTs
Tax Period End	2020-02-29	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	3166 N Republic Blvd	AddressLine1Txt
City	Toledo	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43615	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-03-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	316029682	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ohio Conference of Teamsters and	BusinessNameLine1Txt
Business Name Line2	Industry Health and Welfare Trust	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	OHIO	BusinessNameControlTxt
Phone	4192543322	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	435 South Hawley Street	AddressLine1Txt
City	Toledo	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Patrick Darrow	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	4192543322	PhoneNum
Signature	2020-11-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Lydia Cornett	PreparerPersonNm
PTIN	P00392446	PTIN
Phone	4198412848	PhoneNum
Preparation	2020-11-09	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	72.240.120.3	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-09	IPDt
IP Tm	10:46:15	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	34169EAA6D01C7C84AE39E8FD0C2AD83B2BAA3CC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990 IRS990

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	435 South Hawley Street	AddressLine1Txt
City	Toledo	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$104,416,214	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	n/a	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Formation	1959	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	Voluntary Employee Benefit Association	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	8	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	$37,100,869	PYProgramServiceRevenueAmt
CY Program Service Revenue	$38,702,613	CYProgramServiceRevenueAmt
PY Investment Income	$2,575,283	PYInvestmentIncomeAmt
CY Investment Income	$3,292,705	CYInvestmentIncomeAmt
PY Other Revenue	$2,280	PYOtherRevenueAmt
CY Other Revenue	$14,429	CYOtherRevenueAmt
PY Total Revenue	$39,678,432	PYTotalRevenueAmt
CY Total Revenue	$42,009,747	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$41,176,716	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$36,478,889	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$350,573	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$353,210	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$745,370	PYOtherExpensesAmt
CY Other Expenses	$615,929	CYOtherExpensesAmt
PY Total Expenses	$42,272,659	PYTotalExpensesAmt
CY Total Expenses	$37,448,028	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,594,227	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,561,719	CYRevenuesLessExpensesAmt
Total Assets BOY	$94,984,456	TotalAssetsBOYAmt
Total Assets EOY	$105,849,957	TotalAssetsEOYAmt
Total Liabilities BOY	$5,894,544	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,306,983	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$89,089,912	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$100,542,974	NetAssetsOrFundBalancesEOYAmt
Mission	Voluntary Employee Benefit Association	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	Provision of health, life, dental, vision and temporary disability benefits for enrolled members of collective bargaining units and their eligible dependents.	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	Yes (1)	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	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	8	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	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	0	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	Jennifer Artz	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4192543322	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	435 South Hawley Street	AddressLine1Txt
City	Toledo	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43609	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Institutional TrusteeInstitutionalTrusteeInd
Mark Schmiehausen
Trustee	0.00	Yes (X)	$0	$0	$0
Travis Bornstein
Trustee	0.00	Yes (X)	$0	$0	$0
David Tuttle
Trustee	0.00	Yes (X)	$0	$0	$0
Patrick Darrow
Trustee	0.00	Yes (X)	$0	$0	$0
Terry Schaefer
Trustee	0.00	Yes (X)	$0	$0	$0
Edmund Szczesny
Trustee	0.00	Yes (X)	$0	$0	$0
Huntington Bank
Institutional Trustee	0.00		$0	$0	$0	Yes (X)
Trust Company of Toledo
Institutional Trustee	0.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	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 (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Medical Mutual of Ohio
2060 East Ninth St	Cleveland	OH	44115	Administrator	$887,590
Forty Four Corporation
435 S Hawley	Toledo	OH	43609	Rent & Shared Exp	$579,179
Dearborn National
1020 31st St	Downers Grove	IL	60515	Life Insurance	$313,261
MetLife
177 South Commons Drive	Aurora	IL	60504	Administrator	$267,216
Union Labor Life Insurance Company
1625 Eye Street	Washington	DC	20006	Life Insurance	$227,630

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Employer Contribution	Desc
Business	900099	BusinessCd
Total Revenue Column	$38,702,613	TotalRevenueColumnAmt
Related Or Exempt Func Income	$38,702,613	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$38,702,613	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,789,156	TotalRevenueColumnAmt
Exclusion	$2,789,156	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$62,910,016	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$62,406,467	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$503,549	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$503,549	TotalRevenueColumnAmt
Exclusion	$503,549	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admin Fee Income	900099	$9,550	$9,550
Misc. Income	900099	$4,879	$4,879

Field	Value	IRS element (for citing)
Other Revenue Total	$14,429	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,009,747	TotalRevenueColumnAmt
Related Or Exempt Func Income	$38,717,042	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,292,705	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$36,478,889	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$259,113	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$62,228	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$31,869	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$96,585	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,517	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,942	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$25,872	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,044	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,517	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$21,195	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
Trust Agent Fee	$189,600
Equipment Rental and Ma	$56,319
Computer Expense	$52,669
Benefit Consulting Fee	$32,418

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$61,251	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$37,448,028	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$152,775	BOYAmt
EOY	$85,819	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,355,163	BOYAmt
EOY	$3,610,964	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$35,526	BOYAmt
EOY	$41,446	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$242,677	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$201,940	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$20,612	BOYAmt
EOY	$40,737	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$91,420,380	BOYAmt
EOY	$102,070,991	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,984,456	BOYAmt
EOY	$105,849,957	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$203,544	BOYAmt
EOY	$194,983	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,691,000	BOYAmt
EOY	$5,112,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,894,544	BOYAmt
EOY	$5,306,983	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$89,089,912	BOYAmt
EOY	$100,542,974	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$89,089,912	BOYAmt
EOY	$100,542,974	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$94,984,456	BOYAmt
EOY	$105,849,957	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$4,561,719	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,891,343	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

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,600	OtherCostOrOtherBasisAmt
Depreciation	$12,190	DepreciationAmt
Book Value	$1,410	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$229,077	OtherCostOrOtherBasisAmt
Depreciation	$189,750	DepreciationAmt
Book Value	$39,327	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$40,737	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Claims Incurred/ Not Reported	$4,710,000
Extended Liability Reserve	$402,000

Field	Value	IRS element (for citing)
Total Liability	$5,112,000	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$48,711,491	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,891,344	NetUnrealizedGainsInvstAmt
Other Revenue	-$189,600	OtherRevenueAmt
Revenue Not Reported	$6,701,744	RevenueNotReportedAmt
Revenue Subtotal	$42,009,747	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$42,009,747	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$37,837,428	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$37,837,428	ExpensesSubtotalAmt
Other Expenses Not Included	-$389,400	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$389,400	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$37,448,028	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part XI, Line 2d - Other Adjustments:	Trustee Fees -189,600.
Part XII, Line 4b - Other Adjustments:	Decrease in Benefit Obligation -579,000. Trustee fees 189,600.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I Line 1	Provision of health, life, dental, vision and temporary disability benefits for enrolled members of collective bargaining units and their eligible dependents
Form 990, Part VI, Section A, line 8b	Line 9 explanation - Line 8b is not applicable as the organization does not have a committeee with authority to act on behalf of the governing body.
Form 990, Part VI, Section B, line 11b	Line 11a explanation - All trustees are provided with a draft copy of the 990 for their review. After approval has been given by each of the trustees, the 990 is filed.
Form 990, Part VI, Section B, line 12c	Conflicts of interest are monitored by the board at the board meetings as issues are brought before the board. Completion of conflict of interest disclosures forms are addressed on the board meeting agenda.
Form 990, Part VI, Section C, line 19	The organization provides its governing documents, conflict of interest policy, and financial statements to the public upon request at the Union office.
Form 990, Part XII, Line 2c	NO CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

MONCLOVA TOWNSHIP
CITY OF WATERVILLE
SYLVANIA TOWNSHIP
LOCAL NO 20
LOCAL NO 20 RETIREES
44 CORPORATION
GENACROSS LUTHERAN SERVICE
DOWNTOWN TOLEDO PARKING AUTHORITY
TEAMSTERS LOCAL NO 114
TEAMSTERS LOCAL NO 1224
VAN WERT CO SHERIFF
VAN WERT SHERIFF DISPATCH
VAN WERT CO CORRECTIONAL FACILITY
TEAMSTERS LOCAL NO 357
TEAMSTERS LOCAL NO 2750

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Warehouse Associates LP
LB&B Joint Venture

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (48 entries)

AMERICAN STEEL TREATING
HEIDELBERG DISTRIBUTION
WILLIS DAY STORAGE
SKLD PERRYSBURG
A H JAMRA COMPANY
TOLEDO SHREDDING
KUHLMAN CORP
LAFARGE CORPORATION
MOSSER CONSTRUCTION
NISSEN COAL COMPANY INC
HARVARD MAINTENANCE INC
HEALTHCARE SERVICES GROUP
WAYNE LUMBER COMPANY INC
VEOLIA WATER
MESSER NORTH AMERICA INC
ALLIED BUILDING PRODUCTS
BELL VAULT AND MONUMENT
EAST MANUFACTURING CORP
BIMBO BAKERIES
BEERCO
NATIONAL MATERIALS RECYCLING
PEPSI BEVERAGES COMPANY
SPARTAN NASH
NASH FINCH CO
WAREHOUSE ASSOCIATES
COATE CONCRETE PRODUCT
COUSINS WASTE CONTROL
COMMERCE PAPER
ST MARYS TRUCKING CO
BAKER SHINDLER READY MIX
REPUBLIC WASTE SERVICES
SYGMA NETWORK-WAREHOUSING
NU CENTURY TEXTILES SERVICES
WASTE MANAGEMENT OF OHIO
MARYSVILLE RELEASING
OMNISOURCE
JIM WHITE HONDA
BUCKEYE SWEEPING INC
HOWARD L BOWERS CONTRA
WEIRTON CONSTRUCTION CO
DW DICKEY - LISBON
DW DICKEY-STEUBENVILLE
WEIR COVE MOVING COMPANY
WEIRTON LUMBER COMPANY
AVALON TRANSPORTATION
UNITED DAIRY
WEIRTON CONSTRUCTION CO
JAMES WHITE CONSTRUCTION

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

OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST: Form 990, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990 IRS990

US Address USAddress

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

Contractor Compensation ContractorCompensationGrp (5 entries)

Program Service Revenue ProgramServiceRevenueGrp

Investment Income InvestmentIncomeGrp

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Gain Or Loss GainOrLossGrp

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

Total Revenue TotalRevenueGrp

Benefits To Members BenefitsToMembersGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Pension Plan Contributions PensionPlanContributionsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Legal FeesForServicesLegalGrp

Fees For Services Accounting FeesForServicesAccountingGrp

Office Expenses OfficeExpensesGrp

Occupancy OccupancyGrp

Travel TravelGrp

Depreciation Depletion DepreciationDepletionGrp

Insurance InsuranceGrp

Other Expenses OtherExpensesGrp (4 entries)

All Other Expenses AllOtherExpensesGrp

Total Functional Expenses TotalFunctionalExpensesGrp

Cash Non Interest Bearing CashNonInterestBearingGrp

Accounts Receivable AccountsReceivableGrp

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Total Assets TotalAssetsGrp

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Other Liabilities OtherLiabilitiesGrp

Total Liabilities TotalLiabilitiesGrp

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FS Audited Basis FSAuditedBasisGrp

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Equipment EquipmentGrp

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (48 entries)

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