Civic Intelligence

Welfare Benefit Plan and Trust for D&M Retirees

EIN 35-1579293 • 501(c)9 • Indianapolis, IN

Profile

Qualified non-discriminatory self-insured voluntary employee's beneficiary association which provides health and welfare benefits to retirees.

9292 N Meridian St Suite 202Indianapolis, IN 46260

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$23,646

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-17%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$15,176,688

Up $1,743,049 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$15,176,688

Up $1,743,049 (+13%) from 2024

Operations
Liabilities / Revenue31st percentileNet Margin87th percentile

Revenue

Down

$659,400

Down $131,075 (-17%) from 2024

Expenses

Up

$342,934

Up $207,594 (+153%) from 2024

Net Income

Down

$316,466

Down $338,669 (-52%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $9,286,608Liabilities 2016: $0Net Assets 2016: $9,286,6082016Assets 2017: $9,373,135Liabilities 2017: $461Net Assets 2017: $9,372,6742017Assets 2018: $8,856,408Liabilities 2018: $733Net Assets 2018: $8,855,6752018Assets 2019: $9,913,493Liabilities 2019: $0Net Assets 2019: $9,913,4932019Assets 2020: $11,016,417Liabilities 2020: $13,164Net Assets 2020: $11,003,2532020Assets 2021: $12,252,166Liabilities 2021: $0Net Assets 2021: $12,252,1662021Assets 2022: $10,287,950Liabilities 2022: $0Net Assets 2022: $10,287,9502022Assets 2023: $11,916,058Liabilities 2023: $0Net Assets 2023: $11,916,0582023Assets 2024: $13,433,639Liabilities 2024: $0Net Assets 2024: $13,433,6392024Assets 2025: $15,176,688Liabilities 2025: $0Net Assets 2025: $15,176,6882025

Highlighted filing

2025

Assets$15,176,688
Liabilities$0
Net Assets$15,176,688
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $261,455Expenses 2016: $267,309Net Income 2016: -$5,8542016Revenue 2017: $377,480Expenses 2017: $298,967Net Income 2017: $78,5132017Revenue 2018: $422,579Expenses 2018: $223,392Net Income 2018: $199,1872018Revenue 2019: $110,767Expenses 2019: $221,132Net Income 2019: -$110,3652019Revenue 2020: $166,258Expenses 2020: $192,150Net Income 2020: -$25,8922020Revenue 2021: $612,863Expenses 2021: $181,186Net Income 2021: $431,6772021Revenue 2022: $270,473Expenses 2022: $174,904Net Income 2022: $95,5692022Revenue 2023: $192,202Expenses 2023: $141,682Net Income 2023: $50,5202023Revenue 2024: $790,475Expenses 2024: $135,340Net Income 2024: $655,1352024Revenue 2025: $659,400Expenses 2025: $342,934Net Income 2025: $316,4662025

Highlighted filing

2025

Revenue$659,400
Expenses$342,934
Net Income$316,466
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,176,688
Liabilities
$0
Net assets
$15,176,688
Revenue
$659,400
Expenses
$342,934
Net income
$316,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.66$0.34$0.32
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.79$0.14$0.66
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.27$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.61$0.18$0.43
2020Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$0.17$0.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$0.11$0.22$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$0.42$0.22$0.20
2017Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.38$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.26$0.27$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Gross Receipts
$3,683,759
Mission and Program Overview

Mission

Qualified non-discriminatory self-insured voluntary employee's beneficiary association which provides health and welfare benefits to retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,433,639$15,176,688▲ $1,743,049
Investments in Publicly Traded Securities$13,335,374$14,988,054▲ $1,652,680
Savings and Temporary Cash Investments$98,265$188,634▲ $90,369
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$13,433,639$15,176,688▲ $1,743,049
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,433,639$15,176,688▲ $1,743,049
Total Liabilities and Net Assets / Fund Balance$13,433,639$15,176,688▲ $1,743,049
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleOtherTotal
Robert B WingerterCo-trustee$23,646$23,646
Daniel AppelCo-trustee$17,430$17,430
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$659,400
Other Revenue
$0
Change in Net Assets
$316,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,089
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---$221,845
Fees for Services Other---$70,040
Fees for Service Investment Mgmnt Fees---$40,566
Fees for Services Accounting---$8,766
Occupancy---$960
Insurance---$497
Office Expenses---$260
Total Functional Expenses$0$0$0$342,934
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Line 7A Members or stockholders electing members of governing body

“The administrative committee has been delegated the responsibility for appointing trustees.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“A draft copy of form 990 is generally reviewed by at least one member of the governing body prior to finalization. After the form is reviewed and its accuracy confirmed by individuals with direct knowledge of the operations of the organization, the form 990 is finalized and provided to a member of the governing body for signature and filing.”

Form 990, Part VI, Line 18 How forms are made available to the public

“As under regulations sections 301.6104(d)-1 through 3, the organization will make available for public inspection upon request the governing documents and each annual information return (form 990) and related schedules and attachments. In addition, a copy of this return is automatically posted on guidestar.org.”

Form 990, Part VI, Line 19 Required documents available to the public

“As under regulations sections 301.6104(d)-1 through 3, the organization will make available for public inspection upon request the governing documents and each annual information return (form 990) and related schedules and attachments. In addition, a copy of this return is automatically posted on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Welfare Benefit Plan and Trust for D&M Retirees
EIN
35-1579293
Phone
7658251311
Address
9292 N MERIDIAN ST SUITE 202, INDIANAPOLIS, IN 46260

Signing Officer

Name
Robert Wingerter
Title
CO-Trustee
Phone
7658251311
Signed
2026-03-18
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
In
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Lauren Denton
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

“ADMINISTRATIVE - Total Expense: 6768, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CLAIMS ADMINISTRATIVE - Total Expense: 22202, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; TRUSTEE FEES - Total Expense: 41070, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;”

Raw XML Appendix315 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/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0144806
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03169165
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt02
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IRS990/IRPDocumentCnt00
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATIVE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR APPOINTING TRUSTEES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS UNDER REGULATIONS SECTIONS 301.6104(D)-1 THROUGH 3, THE ORGANIZATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THE GOVERNING DOCUMENTS AND EACH ANNUAL INFORMATION RETURN (FORM 990) AND RELATED SCHEDULES AND ATTACHMENTS. IN ADDITION, A COPY OF THIS RETURN IS AUTOMATICALLY POSTED ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS UNDER REGULATIONS SECTIONS 301.6104(D)-1 THROUGH 3, THE ORGANIZATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THE GOVERNING DOCUMENTS AND EACH ANNUAL INFORMATION RETURN (FORM 990) AND RELATED SCHEDULES AND ATTACHMENTS. IN ADDITION, A COPY OF THIS RETURN IS AUTOMATICALLY POSTED ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE - Total Expense: 6768, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CLAIMS ADMINISTRATIVE - Total Expense: 22202, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; TRUSTEE FEES - Total Expense: 41070, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18 How forms are made available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g Other Fees
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxYr02025

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