Civic Intelligence

Union Benefits Trust

990 • Fiscal year 2016 • EIN 31-6471095

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 06, 2016

Organization Profilewww.benefitstrust.org
390 Worthington RoadWesterville, OH 43082-8332

(614) 508-2250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.14x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

46th percentile

2.1%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$107,426

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

$16,338,403

No earlier filing loaded for comparison.

Net Assets

$14,051,750

No earlier filing loaded for comparison.

Liabilities

$2,286,653

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin46th percentile

Revenue

$35,292,412

No earlier filing loaded for comparison.

Expenses

$34,554,064

No earlier filing loaded for comparison.

Net Income

$738,348

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$16,338,403
Liabilities$2,286,653
Net Assets$14,051,750
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$35,292,412
Expenses$34,554,064
Net Income$738,348
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 6, 2016
Return Version
2015v2.1
Gross Receipts
$35,292,412
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$13,313,402$14,051,750▲ $738,348
Investments Program Related$8,320,307$8,404,510▲ $84,203
Savings and Temporary Cash Investments$4,373,997$4,467,768▲ $93,771
Cash and Non-Interest-Bearing Accounts$1,801,002$3,406,917▲ $1,605,915
Prepaid Expenses and Deferred Charges$10,835$38,906▲ $28,071
Land, Buildings, and Equipment, Net$13,693$20,302▲ $6,609
Total Assets$14,519,834$16,338,403▲ $1,818,569
Liabilities
Accounts Payable and Accrued Expenses$1,206,432$2,286,653▲ $1,080,221
Total Liabilities$1,206,432$2,286,653▲ $1,080,221
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,313,402$14,051,750▲ $738,348
Total Liabilities and Net Assets / Fund Balance$14,519,834$16,338,403▲ $1,818,569

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,302$191,325$211,627
Investment Program Related Org$8,404,510--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kelly PhillipsStaffPT$107,426$107,426
Chris MabeTrust Chair-$55,903$55,903
Kelvin JonesVice Chair-$8,774$8,774
Kathleen StewartSecretarytreasurer-$6,000$6,000
Bret PittsBoard Member-$1,337$1,337
Jason UnderhillBoard Member-$557$557

Board Members and Trustees

NameTitle
Charlie WilliamsonBoard Member
Dominic MarsanoBoard Member
Elaine SilveiraBoard Member
Josh NorrisBoard Member
Kate NicholsonBoard Member
Mary J StuckertBoard Member
Ron HainesBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,979,092
Investment Income
$277,567
Other Revenue
$35,753
Change in Net Assets
$738,348

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,292,412
Total Revenue per Audited Statements
$35,292,412
Total Revenue per Form 990
$35,292,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,636,439
Salaries, Compensation, and Employee Benefits$603,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$32,314,069--$32,314,069
All Other Expenses$1,275,316--$1,275,316
Other Salaries and Wages-$603,556-$603,556
Occupancy-$104,282-$104,282
Other Expenses-$94,587-$94,587
Conferences and Meetings-$23,212-$23,212
Depreciation Depletion-$3,471-$3,471
Total Functional Expenses$33,589,385$964,679$0$34,554,064

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,554,064
Total Expenses per Audited Statements$34,554,064
Total Expenses per Form 990$34,554,064
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
Backup withholding compliance
Yes
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 governing body review Part VI line 11

“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.”

CEO executive director top management comp Part VI line 15A

“Job descriptions are developed by the Human Resource Department and approved by the Board.”

Other officer or key employee compensation Part VI line 15B

“Job descriptions are developed by the Human Resource Department and approved by the Board.”

Governing documents etc available to public 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
Address
390 WORTHINGTON ROAD, Westerville, OH 43082-8332

Signing Officer

Name
Christopher Mabe
Title
Board Chair
Phone
6145082250
Signed
2016-10-06
Discuss with paid preparer
No

Organization Details

Principal Officer
Kelly Phillips
Formed
1993
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Trusted Advisors of Ohio LLC
Address
3691 LEE ROAD SUITE 109, SHAKER HEIGHTS, OH 44120
Preparer
John R Wright
Phone
2163732389
Raw XML AppendixShowing 400 of 424 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01206432
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02286653
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Union Benefits Trust offers dental, vision, life and other designated benefits to State of Ohio bargaining unit employees and their dependents.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01275316
IRS990/AllOtherExpensesGrp/TotalAmt01275316
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt032314069
IRS990/BenefitsToMembersGrp/TotalAmt032314069
IRS990/BooksInCareOfDetail/PersonNm0KELLY PHILLIPS
IRS990/BooksInCareOfDetail/PhoneNum06145082250
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westerville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0430828332
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01801002
IRS990/CashNonInterestBearingGrp/EOYAmt03406917
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt023212
IRS990/ConferencesMeetingsGrp/TotalAmt023212
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt032314069
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0277567
IRS990/CYOtherExpensesAmt01636439
IRS990/CYOtherRevenueAmt035753
IRS990/CYProgramServiceRevenueAmt034979092
IRS990/CYRevenuesLessExpensesAmt0738348
IRS990/CYSalariesCompEmpBnftPaidAmt0603556
IRS990/CYTotalExpensesAmt034554064
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt035292412
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03471
IRS990/DepreciationDepletionGrp/TotalAmt03471
IRS990/Desc0Union Benefit Trust was established for the benefit of eligible employees to provide for certain dental, vision, life insurance and other benefits.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt033589385
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS MABE
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm2BRET PITTS
IRS990/Form990PartVIISectionAGrp/PersonNm3KATE NICHOLSON
IRS990/Form990PartVIISectionAGrp/PersonNm4RON HAINES
IRS990/Form990PartVIISectionAGrp/PersonNm5KELVIN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6JASON UNDERHILL
IRS990/Form990PartVIISectionAGrp/PersonNm7ELAINE SILVEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY J STUCKERT
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLIE WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm10DOMINIC MARSANO
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSH NORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm12KELLY PHILLIPS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt055903
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt58774
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6557
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12107426
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARYTREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12STAFF
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt035292412
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0277567
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0277567
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08320307
IRS990/InvestmentsProgramRelatedGrp/EOYAmt08404510
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0191325
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020302
IRS990/LandBldgEquipCostOrOtherBssAmt0211627
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Union Benefits Trust offers dental, vision, life and other designated benefits to State of Ohio bargaining unit employees and their dependents.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013313402
IRS990/NetAssetsOrFundBalancesEOYAmt014051750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0104282
IRS990/OccupancyGrp/TotalAmt0104282
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Equipment & Supplies
IRS990/OtherExpensesGrp/Desc1Professional Fees
IRS990/OtherExpensesGrp/Desc2Membership communications
IRS990/OtherExpensesGrp/Desc3Other Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017737
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt165448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt252386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt394587
IRS990/OtherExpensesGrp/TotalAmt017737
IRS990/OtherExpensesGrp/TotalAmt165448
IRS990/OtherExpensesGrp/TotalAmt252386
IRS990/OtherExpensesGrp/TotalAmt394587
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035753
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035753
IRS990/OtherRevenueTotalAmt035753
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0603556
IRS990/OtherSalariesAndWagesGrp/TotalAmt0603556
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010835
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038906
IRS990/PrincipalOfficerNm0KELLY PHILLIPS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Benefit Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034979092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034979092
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt031675722
IRS990/PYInvestmentIncomeAmt0227169
IRS990/PYOtherExpensesAmt01643859
IRS990/PYOtherRevenueAmt040965
IRS990/PYProgramServiceRevenueAmt030859382
IRS990/PYRevenuesLessExpensesAmt0-2757141
IRS990/PYSalariesCompEmpBnftPaidAmt0565076
IRS990/PYTotalExpensesAmt033884657
IRS990/PYTotalRevenueAmt031127516
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0738348
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013313402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014051750
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04373997
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04467768
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt020302
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0191325
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0211627
IRS990ScheduleD/ExpensesSubtotalAmt034554064
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08404510
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Investments
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt035292412
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020302
IRS990ScheduleD/TotalBookValueProgramRltdAmt08404510
IRS990ScheduleD/TotalExpensesPerForm990Amt034554064
IRS990ScheduleD/TotalRevenuePerForm990Amt035292412
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035292412
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034554064
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Board of Director
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OCSEA AFSCME LOCAL 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316044189
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0390 Worthington Road - Suite A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Westerville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043082
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt076000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1603556
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OCSEA AFSCME LOCAL 11
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OCSEA AFSCME LOCAL 11
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014519834
IRS990/TotalAssetsEOYAmt016338403
IRS990/TotalAssetsGrp/BOYAmt014519834
IRS990/TotalAssetsGrp/EOYAmt016338403
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0964679
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033589385
IRS990/TotalFunctionalExpensesGrp/TotalAmt034554064
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01206432
IRS990/TotalLiabilitiesEOYAmt02286653
IRS990/TotalLiabilitiesGrp/BOYAmt01206432
IRS990/TotalLiabilitiesGrp/EOYAmt02286653
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013313402
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014051750
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033589385
IRS990/TotalProgramServiceRevenueAmt034979092
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035292412
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035292412
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014519834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016338403
IRS990/TotReportableCompRltdOrgAmt0179997
IRS990/TransactionWithControlEntInd0true
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.benefitstrust.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MABE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,338,403
Liabilities
$2,286,653
Net assets
$14,051,750
Revenue
$35,292,412
Expenses
$34,554,064
Net income
$738,348
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