Civic Intelligence

United Transportation Union Insurance Association

EIN 23-7131460 • 501(c)8 • Independence, OH

View Organization Page

Profile

Provide life, accident and health and annuity policies to members of the united transportation union insurance association and workers in the transportation industries.

6060 Rockside Woods Blvd N Ste 220Independence, OH 44131

utuia.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.67x

Higher debt load relative to assets than 79% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

8.22x

Higher debt load relative to revenue than 92% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$376,223

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

23rd percentile

-0.1%

Faster asset growth than 23% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

1.6%

Faster revenue growth than 30% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$221,472,371

Down $201,579 (-0.1%) from 2023

Liabilities

Down

$147,796,143

Down $4,641,063 (-3.0%) from 2023

Net Assets

Up

$73,676,228

Up $4,439,484 (+6.4%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin69th percentile

Revenue

Up

$17,988,682

Up $288,465 (+1.6%) from 2023

Expenses

Down

$15,069,362

Down $279,072 (-1.8%) from 2023

Net Income

Up

$2,919,320

Up $567,537 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$300M$200M$100M$0Assets 2010: $213,772,010Liabilities 2010: $187,801,647Net Assets 2010: $25,970,3632010Assets 2011: $216,901,225Liabilities 2011: $189,310,080Net Assets 2011: $27,591,1452011Assets 2012: $222,897,383Liabilities 2012: $192,801,066Net Assets 2012: $30,096,3172012Assets 2013: $227,267,692Liabilities 2013: $189,900,130Net Assets 2013: $37,367,5622013Assets 2014: $227,594,939Liabilities 2014: $185,151,479Net Assets 2014: $42,443,4602014Assets 2015: $226,807,650Liabilities 2015: $182,021,238Net Assets 2015: $44,786,4122015Assets 2016: $226,336,516Liabilities 2016: $179,492,439Net Assets 2016: $46,844,0772016Assets 2017: $226,965,991Liabilities 2017: $176,540,661Net Assets 2017: $50,425,3302017Assets 2018: $226,555,990Liabilities 2018: $172,726,744Net Assets 2018: $53,829,2462018Assets 2019: $230,030,347Liabilities 2019: $171,877,726Net Assets 2019: $58,152,6212019Assets 2020: $229,028,673Liabilities 2020: $168,484,416Net Assets 2020: $60,544,2572020Assets 2021: $229,446,528Liabilities 2021: $162,540,358Net Assets 2021: $66,906,1702021Assets 2022: $221,437,957Liabilities 2022: $154,333,197Net Assets 2022: $67,104,7602022Assets 2023: $221,673,950Liabilities 2023: $152,437,206Net Assets 2023: $69,236,7442023Assets 2024: $221,472,371Liabilities 2024: $147,796,143Net Assets 2024: $73,676,2282024

Highlighted filing

2024

Assets$221,472,371
Liabilities$147,796,143
Net Assets$73,676,228
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$30M$20M$10M$0Expenses 2010: $27,444,3232010Expenses 2011: $26,845,9482011Expenses 2012: $23,288,8022012Revenue 2013: $27,711,132Expenses 2013: $23,016,721Net Income 2013: $4,694,4112013Revenue 2014: $28,170,475Expenses 2014: $23,118,101Net Income 2014: $5,052,3742014Revenue 2015: $23,911,165Expenses 2015: $20,995,349Net Income 2015: $2,915,8162015Revenue 2016: $23,166,337Expenses 2016: $21,485,398Net Income 2016: $1,680,9392016Revenue 2017: $23,193,928Expenses 2017: $22,312,647Net Income 2017: $881,2812017Revenue 2018: $23,302,070Expenses 2018: $21,734,334Net Income 2018: $1,567,7362018Revenue 2019: $21,723,855Expenses 2019: $18,738,686Net Income 2019: $2,985,1692019Revenue 2020: $22,189,737Expenses 2020: $20,305,690Net Income 2020: $1,884,0472020Revenue 2021: $20,187,973Expenses 2021: $17,877,637Net Income 2021: $2,310,3362021Revenue 2022: $17,683,785Expenses 2022: $16,138,515Net Income 2022: $1,545,2702022Revenue 2023: $17,700,217Expenses 2023: $15,348,434Net Income 2023: $2,351,7832023Revenue 2024: $17,988,682Expenses 2024: $15,069,362Net Income 2024: $2,919,3202024

Highlighted filing

2024

Revenue$17,988,682
Expenses$15,069,362
Net Income$2,919,320
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$221,472,371
Liabilities
$147,796,143
Net assets
$73,676,228
Revenue
$17,988,682
Expenses
$15,069,362
Net income
$2,919,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$221$148$73.7$18.0$15.1$2.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$222$152$69.2$17.7$15.3$2.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$221$154$67.1$17.7$16.1$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$229$163$66.9$20.2$17.9$2.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$229$168$60.5$22.2$20.3$1.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$230$172$58.2$21.7$18.7$2.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$227$173$53.8$23.3$21.7$1.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$227$177$50.4$23.2$22.3$0.88
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$226$179$46.8$23.2$21.5$1.68
2015Detailed filing. Detailed filing data is available for this year.$227$182$44.8$23.9$21.0$2.92
2014Detailed filing. Detailed filing data is available for this year.$228$185$42.4$28.2$23.1$5.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$227$190$37.4$27.7$23.0$4.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$223$193$30.1$23.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$217$189$27.6$26.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$214$188$26.0$27.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.0
Gross Receipts
$17,988,682
Mission and Program Overview

Mission

Provide life, accident and health and annuity policies to members of the united transportation union insurance association and workers in the transportation industries.

Fraternal benefit society serving our members with various insurance products and fraternal benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$213,935,672$213,787,654▼ $148,018
Rtn Earn Endowment Incm Other Fnds$69,236,744$73,676,228▲ $4,439,484
Savings and Temporary Cash Investments$1,803,715$1,660,933▼ $142,782
Accounts Receivable$71,827$128,960▲ $57,133
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0--
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-117,164$-60,880▲ $56,284
Total Assets$221,673,950$221,472,371▼ $201,579
Other Assets Total$5,979,900$5,955,704▼ $24,196
Liabilities
Other Liabilities$150,452,943$144,717,621▼ $5,735,322
Accounts Payable and Accrued Expenses$1,984,263$3,078,522▲ $1,094,259
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$152,437,206$147,796,143▼ $4,641,063
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,236,744$73,676,228▲ $4,439,484
Total Liabilities and Net Assets / Fund Balance$221,673,950$221,472,371▼ $201,579
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth LaugelPresidentFT$335,913$40,310$376,223
Jeffery BeckerSecretary & TreasurerFT$238,072$28,569$266,641
David LiddleRegional Insurance ManagerFT$189,556$15,109$204,665
Ronald SteigerIT DirectorFT$155,433$18,652$174,085
Bryan RadeckyComptrollerFT$118,317$14,198$132,515
Stephen HudakDirector-$49,000-$49,000
Stephen J Vamos IIIDirector-$47,000-$47,000
Nicholas DiCicco JrDirector-$42,000-$42,000
Patrick SullivanDirector-$40,000-$40,000

Board Members and Trustees

NameTitle
Jeremy FergusonChairman of the Board
Alvy HughesDirector
Brent LeonardDirector
Charles CassityDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
United HealthcareHealth InsurancePO Box 416982, Suite 370, Boston, MA 02241$1,215,353
Miller & Newberg IncActuarial7304 W 130th St, Overland Park, KS 66213$327,485
RGA Reinsurance CompanyReinsurancePO Box 502192, St Louis, MO 63150-2192$242,459
Optimum Re Insurance CoReinsurancePO Box 660010, Dallas, TX 75266$180,390
Wellington Management CompanyInvestment Management ServicesPO Box 412416, Boston, MA 02241$140,117
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,288,647
Investment Income
$9,506,310
Other Revenue
$193,725
Change in Net Assets
$2,919,320

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,639,489
Revenue Not Reported on Financial Statements
$349,193
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$17,639,489
Total Revenue per Form 990
$17,988,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,411,930
Other Expenses$1,905,979
Grants and Similar Amounts Paid$278,271
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$8,473,182--$8,473,182
Comp Disqual Persons$1,925,044--$1,925,044
Other Employee Benefits$1,297,571--$1,297,571
Current Officers, Directors, Trustees, and Key Employees$820,864--$820,864
Fees for Services Other$442,096--$442,096
Fees for Service Investment Mgmnt Fees$349,193--$349,193
Information Technology$281,338--$281,338
Grants to Domestic Individuals$278,271--$278,271
Pension Plan Contributions$225,712--$225,712
Payroll Taxes$142,739--$142,739
Occupancy$136,062--$136,062
Travel$121,177--$121,177
Insurance$106,938--$106,938
Office Expenses$95,632--$95,632
Advertising$85,466--$85,466
Conferences and Meetings$80,875--$80,875
Fees for Services Accounting$76,422--$76,422
Fees for Services Legal$52,130--$52,130
Depreciation Depletion$33,074--$33,074
Other Expenses$14,412$0$0$14,412
Total Functional Expenses$15,069,362$0$0$15,069,362

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,069,362
Expenses per Audited Statements$14,720,169
Total Expenses per Audited Statements$14,720,169
Expenses Not Reported on Financial Statements$349,193
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Karren BeckerFamily Member of OfficerMedical Record ReviewerNo$14,640

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Certificate Reserves$140,505,917
Asset Valuation Reserve$3,272,285
Interest Maintenance Reserve$939,419
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 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 4

“The Association amended its Constitution and Articles of Incorporation on December 11, 2024, with approval from the Board of Directors to change its name to American Journey Financial Life (AJFL). The amendments were approved by the Ohio Department of Insurance on January 8, 2025, and membership was subsequently notified. The name change is effective beginning with the 2025 tax year.”

Form 990, Part VI, Section A, Line 6

“The UTUIA (now AJFL) has approximately 37,119 policyholders who are members of the Fraternal Benefit Society.”

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

“The members (policyholders) of the UTUIA (now AJFL) elect delegates to the Grand Convention (held every four years) who then elect the Board of Directors. The next Grand Convention is scheduled to be held during the second half of 2027.”

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

“The Form 990 is produced in the finance department under the direction of the Secretary & Treasurer. A final draft is then forwarded to the Chairperson of the Independent Governance & Audit Committee, and the President of the UTUIA (now AJFL) for review and approval before the document is filed.”

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

“The Board members are required on an annual basis to review the conflict-of-interest policy and enter their adherence and approval into the minutes.”

Form 990, Part VI, Section B, Line 15

“The Board of Directors established a Compensation Committee to research and establish guidelines for compensation based on the "completion of goals" for the President and the Secretary & Treasurer. The Compensation Committee also reviews and recommends Board of Director fees and retainers. The full Board of Directors approves compensation for the President, Secretary & Treasurer, and fees/retainers for Board members.”

Form 990, Part VI, Section C, Line 19

“Policies are available upon written request through the Office of the President and copies are provided electronically or by mail.”

Filing and Contact Details

Filer

Filer Name
United Transportation Union Insurance Association
EIN
23-7131460
Phone
2162275293
Address
6060 Rockside Woods Blvd N Ste 220, Independence, OH 44131

Signing Officer

Name
Jeffery Becker
Title
Secretary & Treasurer
Phone
2162275293
Signed
2025-08-28

Organization Details

Principal Officer
Jeffery A Becker
Formed
1970
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
4
Employees
22
Volunteers
9
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“The amount of $2,286,661 is the change in net realized gain of $2,132,095, plus the change in Asset Valuation Reserve of $137,129, plus the change in non-admitted assets of 17,437 during year 2024.”

Raw XML AppendixShowing 400 of 641 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/BooksInCareOfDetail/PhoneNum02162275293
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06060 Rockside Woods Blvd N
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 220
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IRS990/Form990PartVIISectionAGrp/PersonNm0Kenneth Laugel
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeffery Becker
IRS990/Form990PartVIISectionAGrp/PersonNm2David Liddle
IRS990/Form990PartVIISectionAGrp/PersonNm3Ronald Steiger
IRS990/Form990PartVIISectionAGrp/PersonNm4Bryan Radecky
IRS990/Form990PartVIISectionAGrp/PersonNm5Stephen Hudak
IRS990/Form990PartVIISectionAGrp/PersonNm6Stephen J Vamos III
IRS990/Form990PartVIISectionAGrp/PersonNm7Nicholas DiCicco Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Patrick Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeremy Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm10Brent Leonard
IRS990/Form990PartVIISectionAGrp/PersonNm11Alvy Hughes
IRS990/Form990PartVIISectionAGrp/PersonNm12Charles Cassity
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary & Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Regional Insurance Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt3IT Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Comptroller
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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