Civic Intelligence

The Wagman Companies Inc Employee Welfare Benefit Trust

EIN 23-7676128 • 501(c)9 • York, PA

Profile

To provide health benefits to the employees of wagman companies, inc., wagman construction, inc., and g a & f c wagman inc.

3265 Farmtrail RoadYork, PA 17406

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.10x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

98th percentile

174%

Faster asset growth than 98% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

53%

Faster revenue growth than 89% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,860,708

Up $1,180,480 (+174%) from 2023

Liabilities

Down

$180,886

Down $43,275 (-19%) from 2023

Net Assets

Up

$1,679,822

Up $1,223,755 (+268%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

Up

$7,153,485

Up $2,463,589 (+53%) from 2023

Expenses

Up

$5,929,730

Up $292,678 (+5.2%) from 2023

Net Income

Up

$1,223,755

Up $2,170,911 (+229%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $348,270Liabilities 2010: $0Net Assets 2010: $348,2702010Assets 2012: $281,102Liabilities 2012: $9,843Net Assets 2012: $271,2592012Assets 2013: $216,782Liabilities 2013: $7,747Net Assets 2013: $209,0352013Assets 2014: $312,488Liabilities 2014: $33,647Net Assets 2014: $278,8412014Assets 2015: $378,230Liabilities 2015: $25,731Net Assets 2015: $352,4992015Assets 2016: $499,974Liabilities 2016: $20,821Net Assets 2016: $479,1532016Assets 2017: $496,807Liabilities 2017: $12,595Net Assets 2017: $484,2122017Assets 2018: $2,071,569Liabilities 2018: $109,512Net Assets 2018: $1,962,0572018Assets 2019: $2,355,413Liabilities 2019: $53,989Net Assets 2019: $2,301,4242019Assets 2020: $2,039,516Liabilities 2020: $176,603Net Assets 2020: $1,862,9132020Assets 2021: $1,808,401Liabilities 2021: $227,988Net Assets 2021: $1,580,4132021Assets 2022: $1,522,922Liabilities 2022: $119,699Net Assets 2022: $1,403,2232022Assets 2023: $680,228Liabilities 2023: $224,161Net Assets 2023: $456,0672023Assets 2024: $1,860,708Liabilities 2024: $180,886Net Assets 2024: $1,679,8222024

Highlighted filing

2024

Assets$1,860,708
Liabilities$180,886
Net Assets$1,679,822
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,975,1742010Expenses 2012: $1,729,4452012Revenue 2013: $1,948,370Expenses 2013: $2,010,594Net Income 2013: -$62,2242013Revenue 2014: $3,144,857Expenses 2014: $3,075,051Net Income 2014: $69,8062014Revenue 2015: $3,849,137Expenses 2015: $3,775,479Net Income 2015: $73,6582015Revenue 2016: $4,803,237Expenses 2016: $4,676,583Net Income 2016: $126,6542016Revenue 2017: $5,393,554Expenses 2017: $5,388,495Net Income 2017: $5,0592017Revenue 2018: $5,928,504Expenses 2018: $4,450,659Net Income 2018: $1,477,8452018Revenue 2019: $4,921,624Expenses 2019: $4,582,257Net Income 2019: $339,3672019Revenue 2020: $4,258,861Expenses 2020: $4,697,372Net Income 2020: -$438,5112020Revenue 2021: $4,326,660Expenses 2021: $4,609,160Net Income 2021: -$282,5002021Revenue 2022: $4,242,564Expenses 2022: $4,419,754Net Income 2022: -$177,1902022Revenue 2023: $4,689,896Expenses 2023: $5,637,052Net Income 2023: -$947,1562023Revenue 2024: $7,153,485Expenses 2024: $5,929,730Net Income 2024: $1,223,7552024

Highlighted filing

2024

Revenue$7,153,485
Expenses$5,929,730
Net Income$1,223,755
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
$1,860,708
Liabilities
$180,886
Net assets
$1,679,822
Revenue
$7,153,485
Expenses
$5,929,730
Net income
$1,223,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.18$1.68$7.15$5.93$1.22
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.22$0.46$4.69$5.64$0.95
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.12$1.40$4.24$4.42$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.23$1.58$4.33$4.61$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.18$1.86$4.26$4.70$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.05$2.30$4.92$4.58$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.11$1.96$5.93$4.45$1.48
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.48$5.39$5.39$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$4.80$4.68$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$3.85$3.78$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.03$0.28$3.14$3.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$1.95$2.01$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.01$0.27$1.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$1.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$7,153,485
Mission and Program Overview

Mission

To provide health benefits to the employees of wagman, inc., wagman construction, inc., and wagman heavy civil, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$456,067$1,679,822▲ $1,223,755
Savings and Temporary Cash Investments$512,039$1,022,247▲ $510,208
Accounts Receivable$116,182$808,892▲ $692,710
Prepaid Expenses and Deferred Charges$52,007$29,569▼ $22,438
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$680,228$1,860,708▲ $1,180,480
Liabilities
Accounts Payable and Accrued Expenses$200,693$155,505▼ $45,188
Other Liabilities$23,468$25,381▲ $1,913
Total Liabilities$224,161$180,886▼ $43,275
Net Assets / Fund Balance
Total Net Assets Fund Balance$456,067$1,679,822▲ $1,223,755
Total Liabilities and Net Assets / Fund Balance$680,228$1,860,708▲ $1,180,480
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
John R Coppage IvTrustee
Michael B GlezerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,111,573
Investment Income
$41,912
Other Revenue
$0
Change in Net Assets
$1,223,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,153,485
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,153,485
Total Revenue per Form 990
$7,153,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,298
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---$5,769,432
Fees for Services Accounting---$17,024
Fees for Services Other---$8,528
Other Expenses---$1,677
Total Functional Expenses$0$0$0$5,929,730

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,929,730
Total Expenses per Audited Statements$5,929,730
Total Expenses per Form 990$5,929,730
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$25,381
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
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 2

“Trustees have a business relationship.”

Form 990, Part VI, Section A, Line 8B

“The governing body of the organization does not have any committees with authority to act on behalf of the governing body.”

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

“The form 990 is provided to the organization's governing body before it is filed.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, section b, line 15: the organization has no paid employees or officers.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
The Wagman Inc Employee
EIN
23-7676128
Phone
7177648521
Address
3265 FARMTRAIL ROAD, YORK, PA 17406

Signing Officer

Name
John R Coppage Iv
Title
Sr VP - CFO
Phone
7177648521
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John R Coppage Iv
Formed
1991
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Alyssa N Irish
Phone
7177617910
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The veba trust, which funds certain benefits of the plan, received an exemption letter from the internal revenue service (irs) dated february 17, 2006, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2024 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix343 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/BOYAmt0200693
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0155505
IRS990/AccountsReceivableGrp/BOYAmt0116182
IRS990/AccountsReceivableGrp/EOYAmt0808892
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO THE EMPLOYEES OF WAGMAN, INC., WAGMAN CONSTRUCTION, INC., AND WAGMAN HEAVY CIVIL, INC.
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt05769432
IRS990/BooksInCareOfDetail/PersonNm0MEGAN BAIR
IRS990/BooksInCareOfDetail/PhoneNum07177648521
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03265 FARMTRAIL RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017406
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05769432
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt041912
IRS990/CYOtherExpensesAmt0160298
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07111573
IRS990/CYRevenuesLessExpensesAmt01223755
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05929730
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07153485
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SOLE PURPOSE OF THIS TRUST IS TO PROVIDE HEALTH AND OTHER BENEFITS TO THE EMPLOYEES OF WAGMAN, INC., WAGMAN CONSTRUCTION, INC., AND WAGMAN HEAVY CIVIL, INC. AT THE BEGINNING OF 2024 THE TRUST HAD 472 PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt017024
IRS990/FeesForServicesOtherGrp/TotalAmt08528
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN R COPPAGE IV
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL B GLEZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07153485
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt041912
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041912
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO THE EMPLOYEES OF WAGMAN, INC., WAGMAN CONSTRUCTION, INC., AND WAGMAN HEAVY CIVIL, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0456067
IRS990/NetAssetsOrFundBalancesEOYAmt01679822
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BROKER FEES
IRS990/OtherExpensesGrp/Desc1WELLNESS EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0100896
IRS990/OtherExpensesGrp/TotalAmt132173
IRS990/OtherExpensesGrp/TotalAmt21677
IRS990/OtherLiabilitiesGrp/BOYAmt023468
IRS990/OtherLiabilitiesGrp/EOYAmt025381
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052007
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029569
IRS990/PrincipalOfficerNm0JOHN R COPPAGE IV
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04749997
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12361576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04749997
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12361576
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05477976
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018006
IRS990/PYOtherExpensesAmt0159076
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04671890
IRS990/PYRevenuesLessExpensesAmt0-947156
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05637052
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04689896
IRS990/ReconcilationRevenueExpnssAmt01223755
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0456067
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01679822
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0512039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01022247
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05929730
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025381
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07153485
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST, WHICH FUNDS CERTAIN BENEFITS OF THE PLAN, RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 17, 2006, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05929730
IRS990ScheduleD/TotalLiabilityAmt025381
IRS990ScheduleD/TotalRevenuePerForm990Amt07153485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07153485
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05929730
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY OF THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION HAS NO PAID EMPLOYEES OR OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0232200489
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1232107260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2231312883
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WAGMAN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1WAGMAN CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2WAGMAN HEAVY CIVIL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03290 SUSQUEHANNA TRAIL NORTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt13290 SUSQUEHANNA TRAIL NORTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt23290 SUSQUEHANNA TRAIL NORTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0YORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1YORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2YORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2PA
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd117406
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd217406
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0266498
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1343888
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt23099004
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WAGMAN INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WAGMAN CONSTRUCTION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WAGMAN HEAVY CIVIL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0680228
IRS990/TotalAssetsEOYAmt01860708
IRS990/TotalAssetsGrp/BOYAmt0680228
IRS990/TotalAssetsGrp/EOYAmt01860708
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05929730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0224161
IRS990/TotalLiabilitiesEOYAmt0180886
IRS990/TotalLiabilitiesGrp/BOYAmt0224161
IRS990/TotalLiabilitiesGrp/EOYAmt0180886
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0456067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01679822
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07111573
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041912
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07111573
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07153485
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0680228
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01860708
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03265 FARMTRAIL ROAD
IRS990/USAddress/CityNm0YORK
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017406
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R COPPAGE IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR VP - CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07177648521
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WAGMAN INC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WAGM
ReturnHeader/Filer/EIN0237676128
ReturnHeader/Filer/PhoneNum07177648521
ReturnHeader/Filer/USAddress/AddressLine1Txt03265 FARMTRAIL ROAD
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231909723
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKONLY & ASBURY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 FALLOWFIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177617910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALYSSA N IRISH
ReturnHeader/ReturnTs02025-11-13T08:01:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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