Liabilities / Assets
51st percentile
Higher debt load relative to assets than 51% of similar nonprofits.
990 • Fiscal year 2017 • EIN 02-0772989
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
51st percentile
Higher debt load relative to assets than 51% of similar nonprofits.
Liabilities / Revenue
58th percentile
Higher debt load relative to revenue than 58% of similar nonprofits.
Net Margin
89th percentile
Higher net margin than 89% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
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
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
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $83 | $2,269 | $2,352 |
| Leasehold Improvements | $776 | $432 | $1,208 |
| Name | Title |
|---|---|
| Eric Osborn | Chairman |
| Anne Saloff | Alternate Trustee |
| Bob Lynn Jr | Alternate Trustee |
| Bobbie Strayer | Alternate Trustee |
| Don Lee | Alternate Trustee |
| Paul Cordell | Alternate Trustee |
| Stephen Dunbar | Alternate Trustee |
| Jeff Earl | Trustee |
| Scott Kepp | Trustee |
| Scott Lopez | Trustee |
| Tim Pollauf | Trustee |
| Pete Vavrinek | Secretary |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Supplemental Credit Reserve Accounts | $415,826 |
“Line 7a explanation - members of the governing body are appointed by the union and by the employers of the plan.”
“Line 11a explanation - board members received a copy of form 990 for review before filing.”
“Policy is monitored and enforced by the board of trustees through monthly meetings.”
“All are available upon request”
“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.”
“Postage and shipping 6,752. Access fees 6,288. Miscellaneous expenses 2,716. Taxes 1,007.”
“The organization did not change its oversight process or selection process during the tax year.”
“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”
“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.”
“FOREIGN TAX -1,007.”
“FOREIGN TAX -1,007.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 439272 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 28988 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 984565 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 958759 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE PLAN PROVIDES HEALTH, DENTAL, VISION, PRESCRIPTION, DISABILITY |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 16763 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3911363 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | GRACE MULVAHILL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4196621388 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7570 CAPLE BLVD SUITE B |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NORTHWOOD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43619 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 78593 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 660245 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2655 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3911363 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 332068 |
| IRS990/CYOtherExpensesAmt | 0 | 188462 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6694172 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2861772 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 64643 |
| IRS990/CYTotalExpensesAmt | 0 | 4164468 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7026240 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 648 |
| IRS990/Desc | 0 | THE PLAN PROVIDES HEALTH, PRESCRIPTION AND DEATH BENEFITS TO RETIREES AND SURVIVING SPOUSES OF NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS LOCAL NO 50. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 16000 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 43993 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 11069 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 2337 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 12144 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ERIC OSBORN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | PETE VAVRINEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SCOTT LOPEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BOBBIE STRAYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | TIM POLLAUF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JEFF EARL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BOB LYNN JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | SCOTT KEPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DON LEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | STEPHEN DUNBAR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | PAUL CORDELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | ANNE SALOFF |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | ALTERNATE TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2006 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 11719 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 8033195 |
| IRS990/GrossReceiptsAmt | 0 | 15047716 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2182 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 320349 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 320349 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 10343302 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12234760 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 2701 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1300 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 859 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 3560 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 8021476 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE PLAN PROVIDES HEALTH, PRESCRIPTION AND DEATH BENEFITS TO RETIREES AND SURVIVING SPOUSES OF NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS LOCAL NO 50. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 11950389 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 15378169 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11719 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 11719 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 566008 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 798 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 444 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | HEALTH ADVOCATE PROGRAM |
| IRS990/OtherExpensesGrp/Desc | 1 | UTILIZATION REVIEW PROG |
| IRS990/OtherExpensesGrp/Desc | 2 | CONSULTING FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | EMPLOYEE ASSISTANCE PRO |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 29631 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 21514 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 20403 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 7881 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 354793 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 415826 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 64643 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 691580 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 772246 |
| IRS990/PrincipalOfficerNm | 0 | ERIC OSBORN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANTS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5712530 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 981642 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 5712530 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 981642 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 3967852 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 284122 |
| IRS990/PYOtherExpensesAmt | 0 | 234085 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8029846 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 4019863 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 92168 |
| IRS990/PYTotalExpensesAmt | 0 | 4294105 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 8313968 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2861772 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | FOREIGN TAX -1,007. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | FOREIGN TAX -1,007. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | LINE 7A EXPLANATION - MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE UNION AND BY THE EMPLOYERS OF THE PLAN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | LINE 11A EXPLANATION - BOARD MEMBERS RECEIVED A COPY OF FORM 990 FOR REVIEW BEFORE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | POLICY IS MONITORED AND ENFORCED BY THE BOARD OF TRUSTEES THROUGH MONTHLY MEETINGS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL ARE AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | POSTAGE AND SHIPPING 6,752. ACCESS FEES 6,288. MISCELLANEOUS EXPENSES 2,716. TAXES 1,007. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART IX, LINE 24E |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINE 2C: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | PLAN BENEFIT OBLIGATIONS AT 12/31/17 |
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| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-12 |
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| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | RETIREE HEALTH & WELFARE PLAN & TRUST |
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| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 64.88.174.3 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 09:36:46 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341145015 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WILLIAM VAUGHAN COMPANY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 145 CHESTERFIELD LANE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MAUMEE |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL L HANF CPA |
| ReturnHeader/ReturnTs | 0 | 2018-11-15T10:54:35-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.