Civic Intelligence

Lima Area Health and Welfare Fund

EIN 34-6555849 • 501(c)9 • Maumee, OH

Profile

The fund provides health, life and disability benefits to eligible fund participants.

Refreshing map…

1720 Indian Wood CircleMaumee, OH 43537

n/A

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

25th percentile

-3.5%

Higher net margin than 25% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$1,563

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.1%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$15,331,299

Down $20,218 (-0.1%) from 2023

Liabilities

Up

$182,845

Up $25,243 (+16%) from 2023

Net Assets

Down

$15,148,454

Down $45,461 (-0.3%) from 2023

Revenue

Up

$10,007,375

Up $1,747,430 (+21%) from 2023

Expenses

Down

$10,354,757

Down $362,374 (-3.4%) from 2023

Net Income

Up

-$347,382

Up $2,109,804 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $6,067,348Liabilities 2010: $0Net Assets 2010: $6,067,3482010Assets 2011: $6,382,322Liabilities 2011: $0Net Assets 2011: $6,382,3222011Assets 2012: $7,292,836Liabilities 2012: $284,158Net Assets 2012: $7,008,6782012Assets 2013: $7,510,311Liabilities 2013: $24,011Net Assets 2013: $7,486,3002013Assets 2014: $11,464,746Liabilities 2014: $2,076,511Net Assets 2014: $9,388,2352014Assets 2015: $11,994,730Liabilities 2015: $760,204Net Assets 2015: $11,234,5262015Assets 2016: $12,449,817Liabilities 2016: $70,749Net Assets 2016: $12,379,0682016Assets 2017: $14,538,528Liabilities 2017: $154,332Net Assets 2017: $14,384,1962017Assets 2018: $16,760,505Liabilities 2018: $624,310Net Assets 2018: $16,136,1952018Assets 2019: $23,737,200Liabilities 2019: $2,981,475Net Assets 2019: $20,755,7252019Assets 2020: $21,371,519Liabilities 2020: $45,337Net Assets 2020: $21,326,1822020Assets 2021: $20,735,397Liabilities 2021: $90,366Net Assets 2021: $20,645,0312021Assets 2022: $17,216,171Liabilities 2022: $48,512Net Assets 2022: $17,167,6592022Assets 2023: $15,351,517Liabilities 2023: $157,602Net Assets 2023: $15,193,9152023Assets 2024: $15,331,299Liabilities 2024: $182,845Net Assets 2024: $15,148,4542024

Highlighted filing

2024

Assets$15,331,299
Liabilities$182,845
Net Assets$15,148,454

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,655,3512010Expenses 2011: $3,983,3212011Expenses 2012: $4,593,9872012Revenue 2013: $4,528,684Expenses 2013: $3,936,741Net Income 2013: $591,9432013Revenue 2014: $6,337,258Expenses 2014: $4,453,715Net Income 2014: $1,883,5432014Revenue 2015: $6,536,904Expenses 2015: $4,468,791Net Income 2015: $2,068,1132015Revenue 2016: $6,404,249Expenses 2016: $5,323,451Net Income 2016: $1,080,7982016Revenue 2017: $5,632,309Expenses 2017: $3,982,029Net Income 2017: $1,650,2802017Revenue 2018: $7,402,953Expenses 2018: $5,199,123Net Income 2018: $2,203,8302018Revenue 2019: $10,395,944Expenses 2019: $6,682,394Net Income 2019: $3,713,5502019Revenue 2020: $6,286,824Expenses 2020: $6,703,618Net Income 2020: -$416,7942020Revenue 2021: $6,790,611Expenses 2021: $7,298,443Net Income 2021: -$507,8322021Revenue 2022: $6,915,095Expenses 2022: $8,752,842Net Income 2022: -$1,837,7472022Revenue 2023: $8,259,945Expenses 2023: $10,717,131Net Income 2023: -$2,457,1862023Revenue 2024: $10,007,375Expenses 2024: $10,354,757Net Income 2024: -$347,3822024

Highlighted filing

2024

Revenue$10,007,375
Expenses$10,354,757
Net Income-$347,382

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.18$15.1$10.0$10.4$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.16$15.2$8.26$10.7$2.46
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.05$17.2$6.92$8.75$1.84
2021Detailed filing. Detailed filing data is available for this year.$20.7$0.09$20.6$6.79$7.30$0.51
2020Detailed filing. Detailed filing data is available for this year.$21.4$0.05$21.3$6.29$6.70$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$2.98$20.8$10.4$6.68$3.71
2018Detailed filing. Detailed filing data is available for this year.$16.8$0.62$16.1$7.40$5.20$2.20
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.15$14.4$5.63$3.98$1.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.07$12.4$6.40$5.32$1.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.76$11.2$6.54$4.47$2.07
2014Detailed filing. Detailed filing data is available for this year.$11.5$2.08$9.39$6.34$4.45$1.88
2013Detailed filing. Detailed filing data is available for this year.$7.51$0.02$7.49$4.53$3.94$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.28$7.01$4.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.00$6.38$3.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.00$6.07$3.66
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
$10,496,296
Mission and Program Overview

Mission

The fund provides health, life and disability benefits to eligible fund participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,193,915$15,148,454▼ $45,461
Investments in Publicly Traded Securities$9,038,172$9,077,180▲ $39,008
Cash and Non-Interest-Bearing Accounts$4,512,599$3,390,669▼ $1,121,930
Accounts Receivable$1,630,113$2,578,381▲ $948,268
Savings and Temporary Cash Investments$169,377$283,990▲ $114,613
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,351,517$15,331,299▼ $20,218
Other Assets Total$1,256$1,079▼ $177
Liabilities
Accounts Payable and Accrued Expenses$157,602$182,845▲ $25,243
Total Liabilities$157,602$182,845▲ $25,243
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,193,915$15,148,454▼ $45,461
Total Liabilities and Net Assets / Fund Balance$15,351,517$15,331,299▼ $20,218
Compensation and Service Providers

Employees

NameTitleBaseTotal
Sam HalkerInstitutional Trustee$1,563$1,563

Board Members and Trustees

NameTitle
Garry TablerTrustee / Chairman
Brad WendelTrustee
Jeff EleyTrustee
Jeremy DeatonTrustee
Mike KnisleyTrustee
-Trustee / Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwestern Ohio Admin INCAdministrative Mgr1720 INDIAN WOOD CIRCLE SUITE C, Maumee, OH 43537$205,496
AnthemMedical Administrator4361 IRWIN SIMPSON ROAD, Mason, OH 45040$202,197
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,545,657
Investment Income
$461,099
Other Revenue
$619
Change in Net Assets
$-347,382

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,005,812
Revenue Not Reported on Financial Statements
$1,563
Revenue Not Reported on Form 990
$301,921
Total Revenue per Audited Statements
$10,307,733
Total Revenue per Form 990
$10,007,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$725,424
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---$9,629,333
Fees for Services Management---$545,756
Fees for Services Other---$72,066
Fees for Services Legal---$57,098
Fees for Services Accounting---$23,033
Information Technology---$11,091
Conferences and Meetings---$7,847
Office Expenses---$3,926
Insurance---$3,044
Fees for Service Investment Mgmnt Fees---$1,563
Total Functional Expenses$0$0$0$10,354,757

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,354,757
Expenses per Audited Statements$10,353,194
Total Expenses per Audited Statements$10,353,194
Expenses Not Reported on Financial Statements$1,563
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Line 11a explanation - each trustee is provided with a copy of the form 990 either at a board meeting or via mail or email for their review and approval prior to the filing of the form.

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

The plan administrator and attorney follow up with each trustee to ensure that each completes the annual conflict of interest disclosure.

Form 990, Part VI, Section C, Line 19

Documents made available as required by law.

Filing and Contact Details

Filer

Filer Name
Lima Area Health and Welfare Fund
EIN
34-6555849
Phone
4192482401
Address
1720 INDIAN WOOD CIRCLE, MAUMEE, OH 43537

Signing Officer

Name
Brad Wendel
Title
Chairman
Phone
4192482401
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Wendel
Formed
1958
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
17
Volunteers
6

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1656 HENTHORNE DR SUITE 400, MAUMEE, OH 43537
Preparer
Kristi L Leeth
Phone
4198412848
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The plan has received an exemption letter from the internal revenue service (irs) dated july 24, 1978, stating that the veba trust established under the plan was in compliance with the applicable requirements of the provisions of section 501(c)(9) of the internal revenue code (irc). No federal or state income taxes have been recorded in 2024 for unrelated business taxable income. 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 was tax-exempt as of the financial statement date.

Raw XML AppendixShowing 400 of 408 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/BOYAmt0157602
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0182845
IRS990/AccountsReceivableGrp/BOYAmt01630113
IRS990/AccountsReceivableGrp/EOYAmt02578381
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FUND PROVIDES HEALTH, LIFE AND DISABILITY BENEFITS TO ELIGIBLE FUND PARTICIPANTS.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt09629333
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STACIE RALPH
IRS990/BooksInCareOfDetail/PhoneNum04192482401
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01720 INDIAN WOOD CIRCLE SUITE C
IRS990/BooksInCareOfDetail/USAddress/CityNm0MAUMEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043537
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04512599
IRS990/CashNonInterestBearingGrp/EOYAmt03390669
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt07847
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0205496
IRS990/ContractorCompensationGrp/CompensationAmt1202197
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01720 INDIAN WOOD CIRCLE SUITE C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14361 IRWIN SIMPSON ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MAUMEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MASON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd043537
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ANTHEM
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE MGR
IRS990/ContractorCompensationGrp/ServicesDesc1MEDICAL ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09629333
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0461099
IRS990/CYOtherExpensesAmt0725424
IRS990/CYOtherRevenueAmt0619
IRS990/CYProgramServiceRevenueAmt09545657
IRS990/CYRevenuesLessExpensesAmt0-347382
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt010354757
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010007375
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FUND PROVIDES HEALTH, LIFE AND DISABILITY BENEFITS TO ELIGIBLE FUND PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt023033
IRS990/FeesForServicesLegalGrp/TotalAmt057098
IRS990/FeesForServicesManagementGrp/TotalAmt0545756
IRS990/FeesForServicesOtherGrp/TotalAmt072066
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01563
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0AMALGAMATED BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SAM HALKER
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF ELEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JEREMY DEATON
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE KNISLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BRAD WENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm5GARRY TABLER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE / CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE / SECRETARY
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03926
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
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IRS990/OtherRevenueTotalAmt0619
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRAD WENDEL
IRS990/ProfessionalFundraisingInd00
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010014458
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0709446
IRS990/PYOtherExpensesAmt0702673
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07550499
IRS990/PYRevenuesLessExpensesAmt0-2457186
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010717131
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08259945
IRS990/ReconcilationRevenueExpnssAmt0-347382
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015193915
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015148454
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0169377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0283990
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01563
IRS990ScheduleD/ExpensesSubtotalAmt010353194
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt01563
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0301921
IRS990ScheduleD/RevenueNotReportedAmt0301921
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01563
IRS990ScheduleD/RevenueSubtotalAmt010005812
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JULY 24, 1978, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. 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 WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010354757
IRS990ScheduleD/TotalRevenuePerForm990Amt010007375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010307733
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010353194
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - EACH TRUSTEE IS PROVIDED WITH A COPY OF THE FORM 990 EITHER AT A BOARD MEETING OR VIA MAIL OR EMAIL FOR THEIR REVIEW AND APPROVAL PRIOR TO THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN ADMINISTRATOR AND ATTORNEY FOLLOW UP WITH EACH TRUSTEE TO ENSURE THAT EACH COMPLETES THE ANNUAL CONFLICT OF INTEREST DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BMWC CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BODIE MECHANICAL SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CAM INDUSTRIAL SOLUTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CRAZEWELD LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4FRYE MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5GEM INDUSTRIAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6INDUSTRIAL POWER SYSTEM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7INDUSTRIAL RESOURCING GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8KEE CONSTRUCTION SERVICES & CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9KIRK WILLIAMS PIPING & PLMG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10LIPPINCOTT PLG HTG & AC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11NKC CONVEYOR INSTALLATION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12PREMIER MECHANICAL SERV INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13RMF NOOTER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14SIDNEY ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15SMITH-BOUGHAN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16SODEXO ROTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17STEADY DOES IT MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18TJW INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19WAGNER MEINERT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20WARNER MECHANICAL CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21WORLEY INDUSTRIAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22SHAMBAUGH & SON INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23STARCO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL UNION #776
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OHIO STATE ASSOCIATION OF PLUMBERS AND PIPEFITTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PIPE TRADES INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PIPEFITTERS LOCAL 533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4PLUMBERS & PIPEFITTERS #162
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5PLUMBERS & PIPEFITTERS LOCAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6PLUMBERS & PIPEFITTERS LOCAL 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7PLUMBERS & PIPEFITTERS LU 157
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8PLUMBERS & PIPEFITTERS LU 166
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9PLUMBERS & PIPEFITTERS LU 189
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10PLUMBERS & PIPEFITTERS LU 28
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt11PLUMBERS & PIPEFITTERS LU 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt12PLUMBERS & PIPEFITTERS LU 421
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt13PLUMBERS & PIPEFITTERS LU 440
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt14PLUMBERS & PIPEFITTERS LU 597
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt15PLUMBERS & STEAMFITTERS LU 42
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt16PLUMBERS LOCAL 502 HW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt17S CALIFORNIA PIPE TRADES HW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt18SHEET METAL WORKERS LU#80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0344352095
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION REPRESENTATION; SPONSORING ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01300 BOWMAN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LIMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045804
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015351517
IRS990/TotalAssetsEOYAmt015331299
IRS990/TotalAssetsGrp/BOYAmt015351517
IRS990/TotalAssetsGrp/EOYAmt015331299
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/TotalAmt010354757
IRS990/TotalGrossUBIAmt0461099
IRS990/TotalLiabilitiesBOYAmt0157602
IRS990/TotalLiabilitiesEOYAmt0182845
IRS990/TotalLiabilitiesGrp/BOYAmt0157602
IRS990/TotalLiabilitiesGrp/EOYAmt0182845
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015193915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015148454
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09545657
IRS990/TotalReportableCompFromOrgAmt01563
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09546276
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010007375
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0461099
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015351517
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015331299
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01720 INDIAN WOOD CIRCLE
IRS990/USAddress/CityNm0MAUMEE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043537
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD WENDEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04192482401
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIMA AREA HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LIMA
ReturnHeader/Filer/EIN0346555849
ReturnHeader/Filer/PhoneNum04192482401
ReturnHeader/Filer/USAddress/AddressLine1Txt01720 INDIAN WOOD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0MAUMEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043537
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01656 HENTHORNE DR SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537

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