Civic Intelligence

Insulators Local 41 Retiree Insurance Fund

EIN 20-4957423 • 501(c)9 • Fort Wayne, IN

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Profile

To pay a percentage of the premium for retiree medical benefits and dental or vision expenses up to the specified limit.

3626 N Wells StreetFort Wayne, IN 46808

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Net Margin

43rd percentile

-0.5%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)9 • $500k-$1M nonprofits • Source year 2025

Asset Growth

59th percentile

3.5%

Faster asset growth than 59% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$940,212

Down $10,580 (-1.1%) from 2023

Liabilities

Up

$13,743

Up $12,240 (+814%) from 2023

Net Assets

Down

$926,469

Down $22,820 (-2.4%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin43rd percentile

Revenue

Up

$290,594

Up $7,971 (+2.8%) from 2023

Expenses

Up

$291,956

Up $5,468 (+1.9%) from 2023

Net Income

Up

-$1,362

Up $2,503 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $283,573Liabilities 2011: $568Net Assets 2011: $283,0052011Assets 2012: $294,811Liabilities 2012: $0Net Assets 2012: $294,8112012Assets 2013: $280,060Liabilities 2013: $467Net Assets 2013: $279,5932013Assets 2014: $250,948Liabilities 2014: $545Net Assets 2014: $250,4032014Assets 2015: $265,484Liabilities 2015: $0Net Assets 2015: $265,4842015Assets 2016: $380,760Liabilities 2016: $1,323Net Assets 2016: $379,4372016Assets 2017: $498,311Liabilities 2017: $0Net Assets 2017: $498,3112017Assets 2018: $507,273Liabilities 2018: $65Net Assets 2018: $507,2082018Assets 2019: $669,649Liabilities 2019: $1,939Net Assets 2019: $667,7102019Assets 2020: $954,994Liabilities 2020: $1,275Net Assets 2020: $953,7192020Assets 2021: $1,041,681Liabilities 2021: $67,032Net Assets 2021: $974,6492021Assets 2022: $942,561Liabilities 2022: $289Net Assets 2022: $942,2722022Assets 2023: $950,792Liabilities 2023: $1,503Net Assets 2023: $949,2892023Assets 2025: $940,212Liabilities 2025: $13,743Net Assets 2025: $926,4692025

Highlighted filing

2025

Assets$940,212
Liabilities$13,743
Net Assets$926,469
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $83,388Expenses 2011: $38,864Net Income 2011: $44,5242011Expenses 2012: $81,4142012Revenue 2013: $91,731Expenses 2013: $108,133Net Income 2013: -$16,4022013Revenue 2014: $94,061Expenses 2014: $124,243Net Income 2014: -$30,1822014Revenue 2015: $146,287Expenses 2015: $128,487Net Income 2015: $17,8002015Revenue 2016: $247,022Expenses 2016: $135,460Net Income 2016: $111,5622016Revenue 2017: $304,440Expenses 2017: $184,034Net Income 2017: $120,4062017Revenue 2018: $239,610Expenses 2018: $228,581Net Income 2018: $11,0292018Revenue 2019: $360,704Expenses 2019: $210,826Net Income 2019: $149,8782019Revenue 2020: $563,915Expenses 2020: $283,158Net Income 2020: $280,7572020Revenue 2021: $294,325Expenses 2021: $263,260Net Income 2021: $31,0652021Revenue 2022: $270,775Expenses 2022: $273,236Net Income 2022: -$2,4612022Revenue 2023: $282,623Expenses 2023: $286,488Net Income 2023: -$3,8652023Revenue 2025: $290,594Expenses 2025: $291,956Net Income 2025: -$1,3622025

Highlighted filing

2025

Revenue$290,594
Expenses$291,956
Net Income-$1,362
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$940,212
Liabilities
$13,743
Net assets
$926,469
Revenue
$290,594
Expenses
$291,956
Net income
-$1,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.01$0.93$0.29$0.29$0.00
2023Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.28$0.29$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.27$0.27$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.07$0.97$0.29$0.26$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.56$0.28$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.36$0.21$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.24$0.23$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.30$0.18$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.25$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.15$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.09$0.12$0.03
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.09$0.11$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.08
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.08$0.04$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.5
Gross Receipts
$501,872
Mission and Program Overview

Mission

To pay a percentage of the premium for retiree medical benefits, dental or vision expenses up to the specified limit, voluntary employee beneficiary association benefit, and short-term disability.

Health and welfare fund for local union 41

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$557,943$598,335▲ $40,392
Cash and Non-Interest-Bearing Accounts$306,903$290,953▼ $15,950
Accounts Receivable$12,119$20,625▲ $8,506
Savings and Temporary Cash Investments$11,482$5,134▼ $6,348
Total Assets$908,841$940,212▲ $31,371
Other Assets Total$20,394$25,165▲ $4,771
Liabilities
Accounts Payable and Accrued Expenses$79$13,743▲ $13,664
Total Liabilities$79$13,743▲ $13,664
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$908,762$926,469▲ $17,707
Total Net Assets Fund Balance$908,762$926,469▲ $17,707
Total Liabilities and Net Assets / Fund Balance$908,841$940,212▲ $31,371
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Greg SauerEmployer Trustee
Rodney E HamiltonEmployer Trustee
Wes MyersEmployer Trustee
Dalyn RoseUnion Trustee
Dan LehmkuhleUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$262,280
Investment Income
$28,314
Other Revenue
$0
Change in Net Assets
$-1,362

Audited Revenue Reconciliation

Revenue per Audited Statements
$290,594
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,069
Total Revenue per Audited Statements
$309,663
Total Revenue per Form 990
$290,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,955
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$245,001
Fees for Services Legal---$13,267
Fees for Services Management---$12,279
Fees for Services Accounting---$10,550
Conferences and Meetings---$2,963
Fees for Service Investment Mgmnt Fees---$2,381
Insurance---$2,294
Fees for Services Other---$1,663
Other Expenses---$13
Total Functional Expenses$0$0$0$291,956

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$291,956
Total Expenses per Audited Statements$291,956
Total Expenses per Form 990$291,956
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 B, Line 11B

“The form 990 is reviewed by rodney hamilton, trustee, before it is signed and filed.”

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

“A conflict of interest policy was adopted at the october 1, 2009 meeting and is reviewed annually.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon written request by plan participants and beneficiaries.”

Filing and Contact Details

Filer

Filer Name
Insulators Local 41 Retiree Insurance
EIN
20-4957423
Phone
2604842834
Address
3626 N WELLS STREET, FORT WAYNE, IN 46808

Signing Officer

Name
Rodney Hamilton
Title
Trustee
Phone
2604842834
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodney Hamilton
Formed
2006
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Whitinger & Company LLC
Address
1100 W WHITE RIVER BLVD, MUNCIE, IN 47303-3776
Preparer
Jerald L Childs CPA
Phone
7652843384
Raw XML Appendix330 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
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IRS990/AccountsReceivableGrp/EOYAmt020625
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0245001
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DALYN ROSE
IRS990/BooksInCareOfDetail/PhoneNum02604842834
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03626 N WELLS ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0245001
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt028314
IRS990/CYOtherExpensesAmt046955
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYING A PERCENTAGE OF THE PREMIUM FOR RETIREE MEDICAL BENEFITS, DENTAL/VISION EXPENSES UP TO $100 PER PARTICIPANT AND SPOUSE, VEBA BENEFIT AND SHORT-TERM DISABILITY.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN LEHMKUHLE
IRS990/Form990PartVIISectionAGrp/PersonNm1DALYN ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3RODNEY E HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm4WES MYERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-4500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0206778
IRS990/GrossReceiptsAmt0501872
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02294
IRS990/InvestmentIncomeGrp/ExclusionAmt032814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032814
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0557943
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PAY A PERCENTAGE OF THE PREMIUM FOR RETIREE MEDICAL BENEFITS, DENTAL OR VISION EXPENSES UP TO THE SPECIFIED LIMIT, VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION BENEFIT, AND SHORT-TERM DISABILITY.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY RODNEY HAMILTON, TRUSTEE, BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A CONFLICT OF INTEREST POLICY WAS ADOPTED AT THE OCTOBER 1, 2009 MEETING AND IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY PLAN PARTICIPANTS AND BENEFICIARIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1TOLEDO MECHANICAL INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2HAMILTON INSULATION INC
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02026-02-12T15:05:13-06:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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