Civic Intelligence

Union Benefits Trust

EIN 31-6471095 • 501(c)9 • Westerville, OH

Profile

The union benefits trust offers dental, vision, life and other designated benefits to state of ohio bargaining unit employees and their dependents.

390 Worthington RoadWesterville, OH 43082

www.benefitstrust.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

55th percentile

6.9%

Higher net margin than 55% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

55th percentile

8.7%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Revenue Growth

34th percentile

2.9%

Faster revenue growth than 34% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$36,643,229

Up $2,650,487 (+7.8%) from 2024

Liabilities

Up

$1,010,900

Up $85,958 (+9.3%) from 2024

Net Assets

Up

$35,632,329

Up $2,564,529 (+7.8%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin55th percentile

Revenue

Up

$34,439,378

Up $1,569,678 (+4.8%) from 2024

Expenses

Up

$32,073,678

Up $949,794 (+3.1%) from 2024

Net Income

Up

$2,365,700

Up $619,884 (+36%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$40M$30M$20M$10M$0Assets 2016: $16,338,403Liabilities 2016: $2,286,653Net Assets 2016: $14,051,7502016Assets 2017: $17,786,007Liabilities 2017: $2,138,922Net Assets 2017: $15,647,0852017Assets 2018: $19,118,487Liabilities 2018: $1,427,338Net Assets 2018: $17,691,1492018Assets 2019: $21,573,324Liabilities 2019: $1,293,731Net Assets 2019: $20,279,5932019Assets 2020: $27,268,876Liabilities 2020: $1,048,288Net Assets 2020: $26,220,5882020Assets 2021: $31,151,160Liabilities 2021: $1,147,452Net Assets 2021: $30,003,7082021Assets 2022: $32,358,238Liabilities 2022: $2,745,231Net Assets 2022: $29,613,0072022Assets 2023: $31,011,048Liabilities 2023: $576,675Net Assets 2023: $30,434,3732023Assets 2024: $33,992,742Liabilities 2024: $924,942Net Assets 2024: $33,067,8002024Assets 2025: $36,643,229Liabilities 2025: $1,010,900Net Assets 2025: $35,632,3292025

Highlighted filing

2025

Assets$36,643,229
Liabilities$1,010,900
Net Assets$35,632,329
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

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

$40M$30M$20M$10M$0Revenue 2016: $35,292,412Expenses 2016: $34,554,064Net Income 2016: $738,3482016Revenue 2017: $36,267,483Expenses 2017: $34,672,148Net Income 2017: $1,595,3352017Revenue 2018: $36,356,839Expenses 2018: $34,312,775Net Income 2018: $2,044,0642018Revenue 2019: $36,570,073Expenses 2019: $33,981,629Net Income 2019: $2,588,4442019Revenue 2020: $36,597,224Expenses 2020: $30,656,229Net Income 2020: $5,940,9952020Revenue 2021: $37,332,053Expenses 2021: $33,548,933Net Income 2021: $3,783,1202021Revenue 2022: $34,572,105Expenses 2022: $31,202,026Net Income 2022: $3,370,0792022Revenue 2023: $32,520,050Expenses 2023: $31,766,937Net Income 2023: $753,1132023Revenue 2024: $32,869,700Expenses 2024: $31,123,884Net Income 2024: $1,745,8162024Revenue 2025: $34,439,378Expenses 2025: $32,073,678Net Income 2025: $2,365,7002025

Highlighted filing

2025

Revenue$34,439,378
Expenses$32,073,678
Net Income$2,365,700
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
$36,643,229
Liabilities
$1,010,900
Net assets
$35,632,329
Revenue
$34,439,378
Expenses
$32,073,678
Net income
$2,365,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$1.01$35.6$34.4$32.1$2.37
2024Detailed filing. Detailed filing data is available for this year.$34.0$0.92$33.1$32.9$31.1$1.75
2023Detailed filing. Detailed filing data is available for this year.$31.0$0.58$30.4$32.5$31.8$0.75
2022Detailed filing. Detailed filing data is available for this year.$32.4$2.75$29.6$34.6$31.2$3.37
2021Detailed filing. Detailed filing data is available for this year.$31.2$1.15$30.0$37.3$33.5$3.78
2020Detailed filing. Detailed filing data is available for this year.$27.3$1.05$26.2$36.6$30.7$5.94
2019Detailed filing. Detailed filing data is available for this year.$21.6$1.29$20.3$36.6$34.0$2.59
2018Detailed filing. Detailed filing data is available for this year.$19.1$1.43$17.7$36.4$34.3$2.04
2017Detailed filing. Detailed filing data is available for this year.$17.8$2.14$15.6$36.3$34.7$1.60
2016Detailed filing. Detailed filing data is available for this year.$16.3$2.29$14.1$35.3$34.6$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.0
Gross Receipts
$34,439,378
Mission and Program Overview

Mission

The Union Benefits Trust offers dental, vision, life and other designated benefits to State of Ohio bargaining unit employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,067,800$35,632,329▲ $2,564,529
Investments Program Related$22,149,227$24,104,289▲ $1,955,062
Cash and Non-Interest-Bearing Accounts$9,462,728$9,964,402▲ $501,674
Savings and Temporary Cash Investments$2,334,349$2,516,115▲ $181,766
Prepaid Expenses and Deferred Charges$33,353$52,802▲ $19,449
Land, Buildings, and Equipment, Net$13,085$5,621▼ $7,464
Total Assets$33,992,742$36,643,229▲ $2,650,487
Liabilities
Accounts Payable and Accrued Expenses$924,942$1,010,900▲ $85,958
Total Liabilities$924,942$1,010,900▲ $85,958
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,067,800$35,632,329▲ $2,564,529
Total Liabilities and Net Assets / Fund Balance$33,992,742$36,643,229▲ $2,650,487

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,621$245,663$251,284
Investment Program Related Org$24,104,289--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Angela HarringtonDirectorFT$125,826$125,826
Christopher MabeChair-$79,479$79,479
Gerald JollyVice Chair-$6,000$6,000
Kathleen GersperTreasurer-$6,000$6,000
Christopher BuccieriTrustee-$3,218$3,218
Jason UnderhillTrustee-$1,844$1,844
Mary J StuckertTrustee-$1,766$1,766

Board Members and Trustees

NameTitle
Kari RootTrustee
Kate NicholsonTrustee
Nicole MarsanoTrustee
Thomas FrankTrustee
Barbara MontgomeryFinancial Se
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,527,158
Investment Income
$1,897,186
Other Revenue
$15,034
Change in Net Assets
$2,365,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,439,378
Revenue Not Reported on Form 990
$198,829
Total Revenue per Audited Statements
$34,638,207
Total Revenue per Form 990
$34,439,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,556,689
Salaries, Compensation, and Employee Benefits$695,266
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$29,821,723--$29,821,723
Other Salaries and Wages-$695,266-$695,266
Occupancy-$122,387-$122,387
Conferences and Meetings-$75,740-$75,740
Other Expenses$1,024,431$62,670-$62,670
All Other Expenses-$22,536-$22,536
Depreciation Depletion-$7,463-$7,463
Total Functional Expenses$30,846,154$1,227,524$0$32,073,678

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,073,678
Total Expenses per Audited Statements$32,073,678
Total Expenses per Form 990$32,073,678
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
No
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
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, Page 6, Part VI, Line 11B

“The executive committee reviews and approves the tax return prior to filing. This is reported out to entire board at the next scheduled board meeting.”

Form 990, Page 6, Part VI, Line 15A

“Job descriptions are developed by the human resource department and approved by the board.”

Form 990, Page 6, Part VI, Line 15B

“Job descriptions are developed by the human resource department and approved by the board.”

Form 990, Page 6, Part VI, Line 19

“Various governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Union Benefits Trust
EIN
31-6471095
Phone
6145082250
Address
390 WORTHINGTON ROAD, WESTERVILLE, OH 43082

Signing Officer

Name
Christopher Mabe
Title
Chair
Phone
6145082243
Signed
2025-10-13

Organization Details

Principal Officer
Christopher Mabe
Formed
1993
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Holbrook & Manter Inc
Address
103 PROFESSIONAL PARKWAY, MARYSVILLE, OH 43040
Preparer
Mark a Welp CPA
Phone
9376448175
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE TAX RETURN PRIOR TO FILING. THIS IS REPORTED OUT TO ENTIRE BOARD AT THE NEXT SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOB DESCRIPTIONS ARE DEVELOPED BY THE HUMAN RESOURCE DEPARTMENT AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JOB DESCRIPTIONS ARE DEVELOPED BY THE HUMAN RESOURCE DEPARTMENT AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MABE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06145082243
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0316471095
ReturnHeader/Filer/PhoneNum06145082250
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ReturnHeader/Filer/USAddress/CityNm0WESTERVILLE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310998651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLBROOK & MANTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 PROFESSIONAL PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043040
ReturnHeader/PreparerPersonGrp/PhoneNum09376448175
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A WELP CPA
ReturnHeader/ReturnTs02025-10-27T14:20:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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