Civic Intelligence

Welfare Benefit Plan and Trust for D&M Retirees

990 • Fiscal year 2023 • EIN 35-1579293

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 15, 2024

Organization ProfileN/A
9292 N Meridian St Suite 202Indianapolis, IN 46260

(765) 825-1311

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

0.00x

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

83rd percentile

26%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$13,859

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-29%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$11,916,058

Up $1,628,108 (+16%) from 2022

Net Assets

Up

$11,916,058

Up $1,628,108 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Down

$192,202

Down $78,271 (-29%) from 2022

Expenses

Down

$141,682

Down $33,222 (-19%) from 2022

Net Income

Down

$50,520

Down $45,049 (-47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2023

Assets$11,916,058
Liabilities$0
Net Assets$11,916,058
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

2023

Revenue$192,202
Expenses$141,682
Net Income$50,520
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 15, 2024
Return Version
2023v5.0
Gross Receipts
$2,251,812
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$10,287,950$11,916,058▲ $1,628,108
Investments in Publicly Traded Securities$10,234,134$11,681,702▲ $1,447,568
Savings and Temporary Cash Investments$53,816$234,356▲ $180,540
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,287,950$11,916,058▲ $1,628,108
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,287,950$11,916,058▲ $1,628,108
Total Liabilities and Net Assets / Fund Balance$10,287,950$11,916,058▲ $1,628,108
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleOtherTotal
Daniel AppelCo-trustee$13,859$13,859
Robert B WingerterCo-trustee$9,822$9,822
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$189
Investment Income
$192,013
Other Revenue
$0
Change in Net Assets
$50,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,078
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---$53,604
Fees for Services Other---$52,034
Fees for Service Investment Mgmnt Fees---$27,591
Fees for Services Accounting---$7,075
Occupancy---$1,001
Fees for Services Legal---$354
Office Expenses---$23
Total Functional Expenses$0$0$0$141,682
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Part VI Section B, Line 11

“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.”

Part VI Section C, Lines 18 & 19

“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.”

Part VI Section A, Line 7A

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

Filing and Contact Details

Filer

Filer Name
Welfare Benefit Plan and Trust
EIN
35-1579293
In Care Of
% ROBERT WINGERTER
Phone
7658251311
Address
9292 N MERIDIAN ST SUITE 202, INDIANAPOLIS, IN 46260

Signing Officer

Name
Robert Wingerter
Title
Co-Trustee
Phone
7658251311
Signed
2024-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wingerter
Formed
1985
Legal Domicile
In
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Forvis Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Lauren R Denton
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:administrative fees total fees:6150”

Form 990 Part IX Line 11G

“Description:claims administration total fees:22203”

Form 990 Part IX Line 11G

“Description:trustee fees total fees:23681”

Raw XML Appendix366 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/IndoorTanningServicesInd0false
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS 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/ExplanationTxt2THE ADMINISTRATIVE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR APPOINTING TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:ADMINISTRATIVE FEES TOTAL FEES:6150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:CLAIMS ADMINISTRATION TOTAL FEES:22203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:TRUSTEE FEES TOTAL FEES:23681
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION C, LINES 18 & 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 11G
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0356528997
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0GRANTOR TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0D & M LIQUIDATING TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 364
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CONNERSVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd047331
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010287950
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IRS990/TotalAssetsGrp/BOYAmt010287950
IRS990/TotalAssetsGrp/EOYAmt011916058
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IRS990/TotalContributionsAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0189
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192202
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011916058
IRS990/TotReportableCompRltdOrgAmt023681
IRS990/TravelGrp/TotalAmt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WINGERTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07658251311
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELFARE BENEFIT PLAN AND TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR D&M RETIREES
ReturnHeader/Filer/BusinessNameControlTxt0WELF
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ReturnHeader/Filer/InCareOfNm0% ROBERT WINGERTER
ReturnHeader/Filer/PhoneNum07658251311
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN R DENTON
ReturnHeader/ReturnTs02024-03-19T12:07:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINGERTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,916,058
Liabilities
$0
Net assets
$11,916,058
Revenue
$192,202
Expenses
$141,682
Net income
$50,520
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