Civic Intelligence

Northwestern Ohio Plumbers & Pipefitters Retiree Health & Welfare Plan & Trust

990 • Fiscal year 2017 • EIN 02-0772989

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

7570 Caple Blvd No BNorthwood, OH 43619

(419) 662-1388

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.06x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-15%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$15,822,983

Up $3,078,529 (+24%) from 2016

Net Assets

Up

$15,378,169

Up $3,427,780 (+29%) from 2016

Liabilities

Down

$444,814

Down $349,251 (-44%) from 2016

Revenue

Down

$7,026,240

Down $1,287,728 (-15%) from 2016

Expenses

Down

$4,164,468

Down $129,637 (-3.0%) from 2016

Net Income

Down

$2,861,772

Down $1,158,091 (-29%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $7,916,364Liabilities 2010: $352,104Net Assets 2010: $7,564,2602010Assets 2011: $7,334,308Liabilities 2011: $422,240Net Assets 2011: $6,912,0682011Assets 2012: $9,916,631Liabilities 2012: $789,533Net Assets 2012: $9,127,0982012Assets 2013: $10,972,322Liabilities 2013: $1,388,716Net Assets 2013: $9,583,6062013Assets 2014: $11,696,161Liabilities 2014: $1,625,783Net Assets 2014: $10,070,3782014Assets 2015: $9,178,194Liabilities 2015: $1,337,424Net Assets 2015: $7,840,7702015Assets 2016: $12,744,454Liabilities 2016: $794,065Net Assets 2016: $11,950,3892016Assets 2017: $15,822,983Liabilities 2017: $444,814Net Assets 2017: $15,378,1692017Assets 2018: $16,667,949Liabilities 2018: $448,941Net Assets 2018: $16,219,0082018Assets 2019: $22,717,340Liabilities 2019: $525,180Net Assets 2019: $22,192,1602019Assets 2020: $26,013,213Liabilities 2020: $659,587Net Assets 2020: $25,353,6262020Assets 2021: $23,039,849Liabilities 2021: $1,511,582Net Assets 2021: $21,528,2672021Assets 2022: $20,180,373Liabilities 2022: $1,336,933Net Assets 2022: $18,843,4402022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$15,822,983
Liabilities$444,814
Net Assets$15,378,169

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,462,8072010Expenses 2011: $4,795,7052011Expenses 2012: $3,968,4632012Revenue 2013: $3,929,254Expenses 2013: $3,754,077Net Income 2013: $175,1772013Revenue 2014: $5,742,495Expenses 2014: $5,494,459Net Income 2014: $248,0362014Revenue 2015: $3,225,318Expenses 2015: $5,332,381Net Income 2015: -$2,107,0632015Revenue 2016: $8,313,968Expenses 2016: $4,294,105Net Income 2016: $4,019,8632016Revenue 2017: $7,026,240Expenses 2017: $4,164,468Net Income 2017: $2,861,7722017Revenue 2018: $7,330,798Expenses 2018: $5,010,865Net Income 2018: $2,319,9332018Revenue 2019: $8,809,261Expenses 2019: $4,178,961Net Income 2019: $4,630,3002019Revenue 2020: $6,555,549Expenses 2020: $4,392,744Net Income 2020: $2,162,8052020Revenue 2021: $2,085,527Expenses 2021: $6,389,772Net Income 2021: -$4,304,2452021Revenue 2022: $4,023,636Expenses 2022: $5,398,441Net Income 2022: -$1,374,8052022Revenue 2023: $1,659,733Expenses 2023: $5,165,031Net Income 2023: -$3,505,2982023

Highlighted filing

2017

Revenue$7,026,240
Expenses$4,164,468
Net Income$2,861,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$15,047,716
Mission and Program Overview

Mission

The plan provides health, prescription and death benefits to retirees and surviving spouses of Northwestern Ohio Plumbers & Pipefitters Local No 50

The plan provides health, dental, vision, prescription, disability

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,950,389$15,378,169▲ $3,427,780
Investments in Publicly Traded Securities$10,343,302$12,234,760▲ $1,891,458
Savings and Temporary Cash Investments$645,114$1,196,114▲ $551,000
Accounts Receivable$984,565$958,759▼ $25,806
Prepaid Expenses and Deferred Charges$691,580$772,246▲ $80,666
Cash and Non-Interest-Bearing Accounts$78,593$660,245▲ $581,652
Land, Buildings, and Equipment, Net$1,300$859▼ $441
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,744,454$15,822,983▲ $3,078,529
Liabilities
Other Liabilities$354,793$415,826▲ $61,033
Accounts Payable and Accrued Expenses$439,272$28,988▼ $410,284
Total Liabilities$794,065$444,814▼ $349,251
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,950,389$15,378,169▲ $3,427,780
Total Liabilities and Net Assets / Fund Balance$12,744,454$15,822,983▲ $3,078,529

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$83$2,269$2,352
Leasehold Improvements$776$432$1,208
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eric OsbornChairman
Anne SaloffAlternate Trustee
Bob Lynn JrAlternate Trustee
Bobbie StrayerAlternate Trustee
Don LeeAlternate Trustee
Paul CordellAlternate Trustee
Stephen DunbarAlternate Trustee
Jeff EarlTrustee
Scott KeppTrustee
Scott LopezTrustee
Tim PollaufTrustee
Pete VavrinekSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,694,172
Investment Income
$332,068
Other Revenue
$0
Change in Net Assets
$2,861,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,014,096
Revenue Not Reported on Financial Statements
$12,144
Revenue Not Reported on Form 990
$555,881
Total Revenue per Audited Statements
$7,569,977
Total Revenue per Form 990
$7,026,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,462
Salaries, Compensation, and Employee Benefits$64,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,911,363
Other Salaries and Wages---$64,643
Fees for Services Legal---$43,993
All Other Expenses---$16,763
Fees for Services Accounting---$16,000
Fees for Service Investment Mgmnt Fees---$12,144
Fees for Services Management---$11,069
Other Expenses---$7,881
Conferences and Meetings---$2,655
Fees for Services Other---$2,337
Insurance---$2,182
Occupancy---$798
Depreciation Depletion---$648
Office Expenses---$444
Total Functional Expenses$0$0$0$4,164,468

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,164,468
Expenses per Audited Statements$4,152,324
Total Expenses per Audited Statements$4,151,317
Expenses Not Reported on Financial Statements$12,144
Expenses Not Reported on Form 990$-1,007
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Supplemental Credit Reserve Accounts$415,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Line 7a explanation - members of the governing body are appointed by the union and by the employers of the plan.

Form 990, Part VI, Section B, Line 11B

Line 11a explanation - board members received a copy of form 990 for review before filing.

Form 990, Part VI, Section B, Line 12C

Policy is monitored and enforced by the board of trustees through monthly meetings.

Form 990, Part VI, Section C, Line 19

All are available upon request

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Pete vavrinek - 2875 crane way, northwood, oh 43619-1098. Bobbie strayer - 915 matzinger road, toledo, oh 43612. Tim pollauf - 4263 monroe street, toledo, oh 43606. Jeff earl - 12288 county road m, wauseon, oh 43567. Scott kepp - 6842 commodore drive, walbridge, oh 43465. Stephen dunbar - p.o. Box 352350, toledo, oh 43635-2350.

Filing and Contact Details

Filer

Filer Name
Northwestern Ohio Plumbers & Pipefitters
EIN
02-0772989
Phone
4196621388
Address
7570 CAPLE BLVD NO B, NORTHWOOD, OH 43619

Signing Officer

Name
Eric Osborn
Title
Trustee
Phone
4196621388
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Osborn
Formed
2006
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
William Vaughan Company
Address
145 CHESTERFIELD LANE, MAUMEE, OH 43537-3836
Preparer
Michael L Hanf CPA
Phone
4198911040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Postage and shipping 6,752. Access fees 6,288. Miscellaneous expenses 2,716. Taxes 1,007.

FORM 990, PART XII, LINE 2C:

The organization did not change its oversight process or selection process during the tax year.

Plan Benefit Obligations at 12/31/17

Health claims payable $ 119,800 other benefits payable $ 105,500 claims incurred but not reported $ 51,400 total obligations other than post retirement total plan benefit obligation at 12/31/17 $ 276,700

Financial Statement Notes

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.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

FOREIGN TAX -1,007.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

FOREIGN TAX -1,007.

Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0439272
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028988
IRS990/AccountsReceivableGrp/BOYAmt0984565
IRS990/AccountsReceivableGrp/EOYAmt0958759
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES HEALTH, DENTAL, VISION, PRESCRIPTION, DISABILITY
IRS990/AllOtherExpensesGrp/TotalAmt016763
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt03911363
IRS990/BooksInCareOfDetail/PersonNm0GRACE MULVAHILL
IRS990/BooksInCareOfDetail/PhoneNum04196621388
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07570 CAPLE BLVD SUITE B
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTHWOOD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043619
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt078593
IRS990/CashNonInterestBearingGrp/EOYAmt0660245
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt02655
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03911363
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0332068
IRS990/CYOtherExpensesAmt0188462
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06694172
IRS990/CYRevenuesLessExpensesAmt02861772
IRS990/CYSalariesCompEmpBnftPaidAmt064643
IRS990/CYTotalExpensesAmt04164468
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07026240
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0648
IRS990/Desc0THE PLAN PROVIDES HEALTH, PRESCRIPTION AND DEATH BENEFITS TO RETIREES AND SURVIVING SPOUSES OF NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS LOCAL NO 50.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt016000
IRS990/FeesForServicesLegalGrp/TotalAmt043993
IRS990/FeesForServicesManagementGrp/TotalAmt011069
IRS990/FeesForServicesOtherGrp/TotalAmt02337
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012144
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC OSBORN
IRS990/Form990PartVIISectionAGrp/PersonNm1PETE VAVRINEK
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3BOBBIE STRAYER
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM POLLAUF
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF EARL
IRS990/Form990PartVIISectionAGrp/PersonNm6BOB LYNN JR
IRS990/Form990PartVIISectionAGrp/PersonNm7SCOTT KEPP
IRS990/Form990PartVIISectionAGrp/PersonNm8DON LEE
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN DUNBAR
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL CORDELL
IRS990/Form990PartVIISectionAGrp/PersonNm11ANNE SALOFF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt011719
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08033195
IRS990/GrossReceiptsAmt015047716
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02182
IRS990/InvestmentIncomeGrp/ExclusionAmt0320349
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0320349
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010343302
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012234760
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02701
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01300
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0859
IRS990/LandBldgEquipCostOrOtherBssAmt03560
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08021476
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES HEALTH, PRESCRIPTION AND DEATH BENEFITS TO RETIREES AND SURVIVING SPOUSES OF NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS LOCAL NO 50.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011950389
IRS990/NetAssetsOrFundBalancesEOYAmt015378169
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt011719
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011719
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0566008
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0798
IRS990/OfficeExpensesGrp/TotalAmt0444
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HEALTH ADVOCATE PROGRAM
IRS990/OtherExpensesGrp/Desc1UTILIZATION REVIEW PROG
IRS990/OtherExpensesGrp/Desc2CONSULTING FEES
IRS990/OtherExpensesGrp/Desc3EMPLOYEE ASSISTANCE PRO
IRS990/OtherExpensesGrp/TotalAmt029631
IRS990/OtherExpensesGrp/TotalAmt121514
IRS990/OtherExpensesGrp/TotalAmt220403
IRS990/OtherExpensesGrp/TotalAmt37881
IRS990/OtherLiabilitiesGrp/BOYAmt0354793
IRS990/OtherLiabilitiesGrp/EOYAmt0415826
IRS990/OtherSalariesAndWagesGrp/TotalAmt064643
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0691580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0772246
IRS990/PrincipalOfficerNm0ERIC OSBORN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05712530
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1981642
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05712530
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1981642
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03967852
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0284122
IRS990/PYOtherExpensesAmt0234085
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08029846
IRS990/PYRevenuesLessExpensesAmt04019863
IRS990/PYSalariesCompEmpBnftPaidAmt092168
IRS990/PYTotalExpensesAmt04294105
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08313968
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02861772
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011950389
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015378169
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0645114
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01196114
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt083
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02269
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02352
IRS990ScheduleD/ExpensesNotReportedAmt0-1007
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012144
IRS990ScheduleD/ExpensesSubtotalAmt04152324
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012144
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012144
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0776
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0432
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01208
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0556888
IRS990ScheduleD/OtherExpensesIncludedAmt0-1007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0415826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUPPLEMENTAL CREDIT RESERVE ACCOUNTS
IRS990ScheduleD/OtherRevenueAmt0-1007
IRS990ScheduleD/RevenueNotReportedAmt0555881
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012144
IRS990ScheduleD/RevenueSubtotalAmt07014096
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAX -1,007.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOREIGN TAX -1,007.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0859
IRS990ScheduleD/TotalExpensesPerForm990Amt04164468
IRS990ScheduleD/TotalLiabilityAmt0415826
IRS990ScheduleD/TotalRevenuePerForm990Amt07026240
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07569977
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04151317
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 7A EXPLANATION - MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE UNION AND BY THE EMPLOYERS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11A EXPLANATION - BOARD MEMBERS RECEIVED A COPY OF FORM 990 FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS MONITORED AND ENFORCED BY THE BOARD OF TRUSTEES THROUGH MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PETE VAVRINEK - 2875 CRANE WAY, NORTHWOOD, OH 43619-1098. BOBBIE STRAYER - 915 MATZINGER ROAD, TOLEDO, OH 43612. TIM POLLAUF - 4263 MONROE STREET, TOLEDO, OH 43606. JEFF EARL - 12288 COUNTY ROAD M, WAUSEON, OH 43567. SCOTT KEPP - 6842 COMMODORE DRIVE, WALBRIDGE, OH 43465. STEPHEN DUNBAR - P.O. BOX 352350, TOLEDO, OH 43635-2350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE AND SHIPPING 6,752. ACCESS FEES 6,288. MISCELLANEOUS EXPENSES 2,716. TAXES 1,007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HEALTH CLAIMS PAYABLE $ 119,800 OTHER BENEFITS PAYABLE $ 105,500 CLAIMS INCURRED BUT NOT REPORTED $ 51,400 TOTAL OBLIGATIONS OTHER THAN POST RETIREMENT TOTAL PLAN BENEFIT OBLIGATION AT 12/31/17 $ 276,700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PLAN BENEFIT OBLIGATIONS AT 12/31/17
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012744454
IRS990/TotalAssetsEOYAmt015822983
IRS990/TotalAssetsGrp/BOYAmt012744454
IRS990/TotalAssetsGrp/EOYAmt015822983
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04164468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0794065
IRS990/TotalLiabilitiesEOYAmt0444814
IRS990/TotalLiabilitiesGrp/BOYAmt0794065
IRS990/TotalLiabilitiesGrp/EOYAmt0444814
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011950389
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015378169
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06694172
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0320349
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06705891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07026240
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012744454
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015822983
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07570 CAPLE BLVD NO B
IRS990/USAddress/CityNm0NORTHWOOD
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043619
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC OSBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04196621388
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE HEALTH & WELFARE PLAN & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0020772989
ReturnHeader/Filer/PhoneNum04196621388
ReturnHeader/Filer/USAddress/AddressLine1Txt07570 CAPLE BLVD NO B
ReturnHeader/Filer/USAddress/CityNm0NORTHWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043619
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0131684258497D6950C43EE0AFE11571E928279B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2A3D2C921D70A3DDD9B3DB2802B4C4C54621F5A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:36:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341145015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM VAUGHAN COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 CHESTERFIELD LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0435373836
ReturnHeader/PreparerPersonGrp/PhoneNum04198911040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L HANF CPA
ReturnHeader/ReturnTs02018-11-15T10:54:35-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.66$5.17$3.51
2022Detailed filing. Detailed filing data is available for this year.$20.2$1.34$18.8$4.02$5.40$1.37
2021Detailed filing. Detailed filing data is available for this year.$23.0$1.51$21.5$2.09$6.39$4.30
2020Detailed filing. Detailed filing data is available for this year.$26.0$0.66$25.4$6.56$4.39$2.16
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.53$22.2$8.81$4.18$4.63
2018Detailed filing. Detailed filing data is available for this year.$16.7$0.45$16.2$7.33$5.01$2.32
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.44$15.4$7.03$4.16$2.86
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.79$12.0$8.31$4.29$4.02
2015Detailed filing. Detailed filing data is available for this year.$9.18$1.34$7.84$3.23$5.33$2.11
2014Detailed filing. Detailed filing data is available for this year.$11.7$1.63$10.1$5.74$5.49$0.25
2013Detailed filing. Detailed filing data is available for this year.$11.0$1.39$9.58$3.93$3.75$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.92$0.79$9.13$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.42$6.91$4.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.92$0.35$7.56$3.46