Civic Intelligence

Trust for the Post Employment Health Plan For

EIN 36-3766045 • 501(c)9 • Columbus, OH

Profile

The mission of the trust is to provide a means for public employers of state and/or local governments (and their political sub-divisions) to address post employment medical expenses. The trust accumulates employer contributions for the reimbursement of health insurance and other eligible medical expenses for participants who separate from service from their respective employers.

Three Nationwide Plaza Ste 3-8-305Columbus, OH 43215

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

5th percentile

-106%

Higher net margin than 5% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Asset Growth

23rd percentile

-1.4%

Faster asset growth than 23% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$350,091,521

Up $28,628,285 (+8.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$350,091,521

Up $28,628,285 (+8.9%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$29,616,151

Down $3,222,971 (-9.8%) from 2023

Expenses

Up

$32,956,025

Up $10,898,534 (+49%) from 2023

Net Income

Down

-$3,339,874

Down $14,121,505 (-131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$400M$300M$200M$100M$0Assets 2020: $273,488,115Liabilities 2020: $0Net Assets 2020: $273,488,1152020Assets 2021: $299,686,662Liabilities 2021: $0Net Assets 2021: $299,686,6622021Assets 2022: $277,732,612Liabilities 2022: $0Net Assets 2022: $277,732,6122022Assets 2023: $321,463,236Liabilities 2023: $0Net Assets 2023: $321,463,2362023Assets 2024: $350,091,521Liabilities 2024: $0Net Assets 2024: $350,091,5212024

Highlighted filing

2024

Assets$350,091,521
Liabilities$0
Net Assets$350,091,521
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$60M$40M$20M$0-$20MRevenue 2020: $30,269,693Expenses 2020: $16,446,812Net Income 2020: $13,822,8812020Revenue 2021: $38,285,149Expenses 2021: $40,213,263Net Income 2021: -$1,928,1142021Revenue 2022: $27,709,605Expenses 2022: $17,671,978Net Income 2022: $10,037,6272022Revenue 2023: $32,839,122Expenses 2023: $22,057,491Net Income 2023: $10,781,6312023Revenue 2024: $29,616,151Expenses 2024: $32,956,025Net Income 2024: -$3,339,8742024

Highlighted filing

2024

Revenue$29,616,151
Expenses$32,956,025
Net Income-$3,339,874
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,091,521
Liabilities
$0
Net assets
$350,091,521
Revenue
$29,616,151
Expenses
$32,956,025
Net income
-$3,339,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$350$0.00$350$29.6$33.0$3.34
2023Detailed filing. Detailed filing data is available for this year.$321$0.00$321$32.8$22.1$10.8
2022Detailed filing. Detailed filing data is available for this year.$278$0.00$278$27.7$17.7$10.0
2021Detailed filing. Detailed filing data is available for this year.$300$0.00$300$38.3$40.2$1.93
2020Detailed filing. Detailed filing data is available for this year.$273$0.00$273$30.3$16.4$13.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 26, 2025
Return Version
2024v5.1
Gross Receipts
$29,616,151
Mission and Program Overview

Mission

The mission of the trust is to provide a means for public employers of state and/or local governments (and their political sub-divisions) to address post employment medical expenses. The trust accumulates employer contributions for the reimbursement of health insurance and other eligible medical expenses for participants who separate from service from their respective employers.

The mission of the Trust is to provide a means for public sector employees of state &/or local governments (& their political subdivisions) to address post employment medical exp.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$321,463,236$350,091,521▲ $28,628,285
Cap Stk Tr Prin Current Funds$321,463,236$350,091,521▲ $28,628,285
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$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 Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$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$321,463,236$350,091,521▲ $28,628,285
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$321,463,236$350,091,521▲ $28,628,285
Total Liabilities and Net Assets / Fund Balance$321,463,236$350,091,521▲ $28,628,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$216,552,313--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Paula MillerChief Trust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,616,151
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-3,339,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,583,539
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---$31,372,486
Fees for Services Management---$1,583,539
Total Functional Expenses$0$0$0$32,956,025
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
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
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: Line 11B

“Form 990 for combined entities is prepared and reviewed by Nationwide Retirement Solutions, Inc., the third party administrator.”

Part VI: Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Trust for the Post Employment Health Plan for
EIN
36-3766045
In Care Of
% NATIONWIDE RETIREMENT SOLUTI
Phone
6144358378
Address
Three Nationwide Plaza Ste 3-8-305, Columbus, OH 43215

Signing Officer

Name
Paula Miller
Title
Chief Trust Officer
Phone
6144358378
Signed
2025-03-26

Organization Details

Principal Officer
Paula Miller
Formed
1991
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0
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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/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06144358378
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trust for the Post Employment Health Plan for
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Collectively Bargained Public Employees
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0363766045
ReturnHeader/Filer/InCareOfNm0% NATIONWIDE RETIREMENT SOLUTI
ReturnHeader/Filer/PhoneNum06144358378
ReturnHeader/Filer/USAddress/AddressLine1Txt0Three Nationwide Plaza Ste 3-8-305
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-04-16T10:54:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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