Civic Intelligence

Indiana Teamsters Health Benefits Plan

EIN 35-1074113 • 501(c)9 • Indianapolis, IN

View Organization Page

Profile

The fund provides indiana teamsters union members and retirees with health and welfare benefits.

6007 S Harding StIndianapolis, IN 46217

www.ithbf.com

Siviq Scores

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

Liabilities / Assets

66th percentile

0.10x

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.16x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

6.0%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$135,543,438

Up $19,732,521 (+17%) from 2023

Liabilities

Up

$13,306,000

Up $4,744,000 (+55%) from 2023

Net Assets

Up

$122,237,438

Up $14,988,521 (+14%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin76th percentile

Revenue

Up

$81,668,322

Up $4,592,633 (+6.0%) from 2023

Expenses

Up

$66,013,888

Up $9,998,907 (+18%) from 2023

Net Income

Down

$15,654,434

Down $5,406,274 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$150M$100M$50M$0Assets 2010: $12,576,629Liabilities 2010: $7,270,267Net Assets 2010: $5,306,3622010Assets 2011: $17,045,973Liabilities 2011: $7,754,681Net Assets 2011: $9,291,2922011Assets 2012: $27,097,602Liabilities 2012: $9,282,082Net Assets 2012: $17,815,5202012Assets 2013: $31,542,249Liabilities 2013: $8,366,870Net Assets 2013: $23,175,3792013Assets 2014: $37,196,139Liabilities 2014: $9,450,680Net Assets 2014: $27,745,4592014Assets 2015: $37,529,885Liabilities 2015: $8,659,466Net Assets 2015: $28,870,4192015Assets 2016: $44,551,575Liabilities 2016: $8,724,256Net Assets 2016: $35,827,3192016Assets 2017: $50,681,059Liabilities 2017: $8,724,256Net Assets 2017: $41,956,8032017Assets 2018: $55,160,084Liabilities 2018: $10,141,993Net Assets 2018: $45,018,0912018Assets 2019: $64,813,876Liabilities 2019: $8,823,874Net Assets 2019: $55,990,0022019Assets 2020: $81,132,312Liabilities 2020: $9,359,694Net Assets 2020: $71,772,6182020Assets 2021: $95,437,636Liabilities 2021: $10,818,945Net Assets 2021: $84,618,6912021Assets 2022: $93,287,672Liabilities 2022: $10,670,659Net Assets 2022: $82,617,0132022Assets 2023: $115,810,917Liabilities 2023: $8,562,000Net Assets 2023: $107,248,9172023Assets 2024: $135,543,438Liabilities 2024: $13,306,000Net Assets 2024: $122,237,4382024

Highlighted filing

2024

Assets$135,543,438
Liabilities$13,306,000
Net Assets$122,237,438
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$100M$50M$0Expenses 2010: $45,197,0492010Expenses 2011: $42,391,6362011Expenses 2012: $37,481,3722012Revenue 2013: $44,007,094Expenses 2013: $41,549,179Net Income 2013: $2,457,9152013Revenue 2014: $45,148,118Expenses 2014: $40,393,697Net Income 2014: $4,754,4212014Revenue 2015: $47,736,914Expenses 2015: $46,373,308Net Income 2015: $1,363,6062015Revenue 2016: $49,925,779Expenses 2016: $43,880,605Net Income 2016: $6,045,1742016Revenue 2017: $50,476,509Expenses 2017: $47,063,854Net Income 2017: $3,412,6552017Revenue 2018: $50,451,131Expenses 2018: $44,911,634Net Income 2018: $5,539,4972018Revenue 2019: $58,184,212Expenses 2019: $53,689,356Net Income 2019: $4,494,8562019Revenue 2020: $65,057,864Expenses 2020: $56,486,968Net Income 2020: $8,570,8962020Revenue 2021: $74,864,751Expenses 2021: $57,244,748Net Income 2021: $17,620,0032021Revenue 2022: $68,312,654Expenses 2022: $57,201,429Net Income 2022: $11,111,2252022Revenue 2023: $77,075,689Expenses 2023: $56,014,981Net Income 2023: $21,060,7082023Revenue 2024: $81,668,322Expenses 2024: $66,013,888Net Income 2024: $15,654,4342024

Highlighted filing

2024

Revenue$81,668,322
Expenses$66,013,888
Net Income$15,654,434
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
$135,543,438
Liabilities
$13,306,000
Net assets
$122,237,438
Revenue
$81,668,322
Expenses
$66,013,888
Net income
$15,654,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$13.3$122$81.7$66.0$15.7
2023Detailed filing. Detailed filing data is available for this year.$116$8.56$107$77.1$56.0$21.1
2022Detailed filing. Detailed filing data is available for this year.$93.3$10.7$82.6$68.3$57.2$11.1
2021Detailed filing. Detailed filing data is available for this year.$95.4$10.8$84.6$74.9$57.2$17.6
2020Detailed filing. Detailed filing data is available for this year.$81.1$9.36$71.8$65.1$56.5$8.57
2019Detailed filing. Detailed filing data is available for this year.$64.8$8.82$56.0$58.2$53.7$4.49
2018Detailed filing. Detailed filing data is available for this year.$55.2$10.1$45.0$50.5$44.9$5.54
2017Detailed filing. Detailed filing data is available for this year.$50.7$8.72$42.0$50.5$47.1$3.41
2016Detailed filing. Detailed filing data is available for this year.$44.6$8.72$35.8$49.9$43.9$6.05
2015Detailed filing. Detailed filing data is available for this year.$37.5$8.66$28.9$47.7$46.4$1.36
2014Detailed filing. Detailed filing data is available for this year.$37.2$9.45$27.7$45.1$40.4$4.75
2013Detailed filing. Detailed filing data is available for this year.$31.5$8.37$23.2$44.0$41.5$2.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$9.28$17.8$37.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$7.75$9.29$42.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$7.27$5.31$45.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$122,546,391
Mission and Program Overview

Mission

The fund has been set up to provide indiana teamsters union members and retirees with health and welfare benefits.

The fund provides indiana teamsters union memebers and retirees with health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$94,938,467$115,038,189▲ $20,099,722
Savings and Temporary Cash Investments$12,779,212$14,117,678▲ $1,338,466
Accounts Receivable$6,345,106$5,068,763▼ $1,276,343
Land, Buildings, and Equipment, Net$1,065,967$993,239▼ $72,728
Cash and Non-Interest-Bearing Accounts$363,026$164,119▼ $198,907
Prepaid Expenses and Deferred Charges$202,000$149,000▼ $53,000
Investments Other Securities$117,139$12,450▼ $104,689
Total Assets$115,810,917$135,543,438▲ $19,732,521
Liabilities
Other Liabilities$8,562,000$13,306,000▲ $4,744,000
Total Liabilities$8,562,000$13,306,000▲ $4,744,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,248,917$122,237,438▲ $14,988,521
Total Net Assets Fund Balance$107,248,917$122,237,438▲ $14,988,521
Total Liabilities and Net Assets / Fund Balance$115,810,917$135,543,438▲ $19,732,521

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$654,673$90,327$745,000
Other Land Buildings$338,566$378,066$716,632
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Brian L WhittakerTrustee
David HeydeTrustee
Dustin RoachTrustee
George GerdesTrustee
Jesse MikesellTrustee
Mike FerraraTrustee
Robert Warnock IiiTrustee
Shawn AlpersTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Ubs Wealth ManagementInvestment Advisor8888 KEYSTONE CROSSING 10TH FLOOR, Indianapolis, IN 46240$378,063
Paramount HealthConsulting921 HILDBRAND DR, Indianapolis, IN 46217$127,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,592,243
Investment Income
$9,076,079
Other Revenue
$0
Change in Net Assets
$15,654,434

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,245,289
Revenue Not Reported on Financial Statements
$423,033
Revenue Not Reported on Form 990
$4,078,087
Total Revenue per Audited Statements
$85,323,376
Total Revenue per Form 990
$81,668,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,091,077
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---$60,922,811
Fees for Service Investment Mgmnt Fees---$423,033
Information Technology---$270,120
Fees for Services Other---$127,250
Fees for Services Accounting---$95,713
Other Expenses---$80,743
Office Expenses---$80,141
Depreciation Depletion---$72,728
Fees for Services Legal---$72,501
Insurance---$34,385
Conferences and Meetings---$17,848
Total Functional Expenses$0$0$0$66,013,888

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$66,013,888
Expenses per Audited Statements$65,590,855
Total Expenses per Audited Statements$65,590,855
Expenses Not Reported on Financial Statements$423,033
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
Benefit Obligations$13,306,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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

“Two of the employee trustees work for teamsters local 135, and one employee trustee works for teamsters local 364, and one employee trustee works for teamsters local 414 which are unions for which the organization provides benefits.”

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

“The form 990 will be reviewed by the fund consultant prior to filing. The board will be sent a copy of the form 990.”

Form 990, Part VI, Section B, Line 15

“No compensation is paid from indiana teamsters health benefits plan. The international brotherhood of teamsters local 135 is reimbursed for administration of the plan.”

Form 990, Part VI, Section C, Line 19

“The fund will mail requested items to the participant or interested party.”

Filing and Contact Details

Filer

Filer Name
Indiana Teamsters Health Benefits Plan
EIN
35-1074113
Phone
3176393575
Address
6007 S HARDING ST, INDIANAPOLIS, IN 46217

Signing Officer

Name
Robert Warnock Iii
Title
Trustee
Phone
3176393575
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Warnock Iii
Formed
1959
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
PILE CPA'S
Address
ONE INDIANA SQUARE STE 1200, INDIANAPOLIS, IN 46204
Preparer
Jeremy C Kopeck CPA
Phone
3172693454
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in benefit obligations -4,744,000.”

Form 990, Part XII, Line 2C

“There were no changes to processes for audit oversight and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The plan is funded through a voluntary employee benefit association ("veba") trust established under internal revenue code section 501(c)(9). Accordingly, the plan is exempt from federal and state income taxes. The trust, which includes the health plan and the retiree plan, has received a determination letter from the internal revenue service ("irs") originally dated july 30, 1963, in which the irs stated that the trust as then designed was tax-exempt. Though the plan's veba trust has been amended since the date of the determination letter, the trustees believe that the plan and the veba trust continue to qualify as tax-exempt and operate as designed. Accounting principles generally accepted in the united states of america require the trustees to evaluate tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other taxing authorities. The plan is subject to routine audits by taxing authorities; however, there are currently no audits for any tax periods in process.”

Raw XML AppendixShowing 400 of 404 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.

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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND PROVIDES INDIANA TEAMSTERS UNION MEMBERS AND RETIREES WITH HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0107248917
IRS990/NetAssetsOrFundBalancesEOYAmt0122237438
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01691204
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01691204
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04078087
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0107248917
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0122237438
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt080141
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4744000
IRS990/OtherExpensesGrp/Desc0CLAIM REPRICING FEES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE SERVICE
IRS990/OtherExpensesGrp/Desc2PRE-CERTIFICATION AND U
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt02240980
IRS990/OtherExpensesGrp/TotalAmt1897756
IRS990/OtherExpensesGrp/TotalAmt2677879
IRS990/OtherExpensesGrp/TotalAmt380743
IRS990/OtherLiabilitiesGrp/BOYAmt08562000
IRS990/OtherLiabilitiesGrp/EOYAmt013306000
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0202000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0149000
IRS990/PrincipalOfficerNm0ROBERT WARNOCK III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/BusinessCd2525920
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt072038142
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1467522
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt286579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt072038142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1467522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt286579
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt051619293
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08037538
IRS990/PYOtherExpensesAmt04395688
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt069038151
IRS990/PYRevenuesLessExpensesAmt021060708
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt056014981
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt077075689
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt015654434
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012779212
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014117678
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0654673
IRS990ScheduleD/BuildingsGrp/DepreciationAmt090327
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0745000
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0423033
IRS990ScheduleD/ExpensesSubtotalAmt065590855
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0423033
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0423033
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04078087
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0338566
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0378066
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0716632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013306000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt04078087
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0423033
IRS990ScheduleD/RevenueSubtotalAmt081245289
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS FUNDED THROUGH A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION ("VEBA") TRUST ESTABLISHED UNDER INTERNAL REVENUE CODE SECTION 501(C)(9). ACCORDINGLY, THE PLAN IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE TRUST, WHICH INCLUDES THE HEALTH PLAN AND THE RETIREE PLAN, HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") ORIGINALLY DATED JULY 30, 1963, IN WHICH THE IRS STATED THAT THE TRUST AS THEN DESIGNED WAS TAX-EXEMPT. THOUGH THE PLAN'S VEBA TRUST HAS BEEN AMENDED SINCE THE DATE OF THE DETERMINATION LETTER, THE TRUSTEES BELIEVE THAT THE PLAN AND THE VEBA TRUST CONTINUE TO QUALIFY AS TAX-EXEMPT AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0993239
IRS990ScheduleD/TotalExpensesPerForm990Amt066013888
IRS990ScheduleD/TotalLiabilityAmt013306000
IRS990ScheduleD/TotalRevenuePerForm990Amt081668322
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt085323376
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt065590855
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE EMPLOYEE TRUSTEES WORK FOR TEAMSTERS LOCAL 135, AND ONE EMPLOYEE TRUSTEE WORKS FOR TEAMSTERS LOCAL 364, AND ONE EMPLOYEE TRUSTEE WORKS FOR TEAMSTERS LOCAL 414 WHICH ARE UNIONS FOR WHICH THE ORGANIZATION PROVIDES BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED BY THE FUND CONSULTANT PRIOR TO FILING. THE BOARD WILL BE SENT A COPY OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATION IS PAID FROM INDIANA TEAMSTERS HEALTH BENEFITS PLAN. THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 135 IS REIMBURSED FOR ADMINISTRATION OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND WILL MAIL REQUESTED ITEMS TO THE PARTICIPANT OR INTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN BENEFIT OBLIGATIONS -4,744,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE WERE NO CHANGES TO PROCESSES FOR AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INT'L BROTHERHOOD OF TEAMSTERS & HELPERS LOCAL UNION 135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0350717060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02829 MADISON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046225
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0897756
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF TEAMSTERS & HELPERS LOCAL UNION NO 135
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0115810917
IRS990/TotalAssetsEOYAmt0135543438
IRS990/TotalAssetsGrp/BOYAmt0115810917
IRS990/TotalAssetsGrp/EOYAmt0135543438
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt066013888
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08562000
IRS990/TotalLiabilitiesEOYAmt013306000
IRS990/TotalLiabilitiesGrp/BOYAmt08562000
IRS990/TotalLiabilitiesGrp/EOYAmt013306000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107248917
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0122237438
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt072592243
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09076079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072592243
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081668322
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115810917
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0135543438
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06007 S HARDING ST
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046217
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ITHBF.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WARNOCK III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03176393575
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIANA TEAMSTERS HEALTH BENEFITS PLAN
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0351074113
ReturnHeader/Filer/PhoneNum03176393575
ReturnHeader/Filer/USAddress/AddressLine1Txt06007 S HARDING ST
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350865680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PILE CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INDIANA SQUARE STE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03172693454
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY C KOPECK CPA
ReturnHeader/ReturnTs02025-10-30T07:49:10-05:00

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