Civic Intelligence

Cnh Welfare Benefit Trust

990 • Fiscal year 2018 • EIN 36-7045813

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A

View Organization Page

700 State StreetRacine, WI 53404

(262) 636-6004

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

9th percentile

-23%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$291,063

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

$149,472,507

No earlier filing loaded for comparison.

Net Assets

$147,117,940

No earlier filing loaded for comparison.

Liabilities

$2,354,567

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin9th percentile

Revenue

$138,400,177

No earlier filing loaded for comparison.

Expenses

$169,996,941

No earlier filing loaded for comparison.

Net Income

-$31,596,764

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200M$150M$100M$50M$0Assets 2018: $149,472,507Liabilities 2018: $2,354,567Net Assets 2018: $147,117,9402018Assets 2019: $160,706,502Liabilities 2019: $744,884Net Assets 2019: $159,961,6182019Assets 2020: $170,283,383Liabilities 2020: $506,841Net Assets 2020: $169,776,5422020Assets 2021: $154,103,739Liabilities 2021: $1,032,355Net Assets 2021: $153,071,3842021Assets 2022: $86,949,881Liabilities 2022: $1,457,231Net Assets 2022: $85,492,6502022Assets 2023: $80,894,509Liabilities 2023: $1,157,220Net Assets 2023: $79,737,2892023Assets 2024: $67,105,326Liabilities 2024: $1,751,576Net Assets 2024: $65,353,7502024

Highlighted filing

2018

Assets$149,472,507
Liabilities$2,354,567
Net Assets$147,117,940
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100MRevenue 2018: $138,400,177Expenses 2018: $169,996,941Net Income 2018: -$31,596,7642018Revenue 2019: $135,465,150Expenses 2019: $145,116,561Net Income 2019: -$9,651,4112019Revenue 2020: $152,313,968Expenses 2020: $147,605,192Net Income 2020: $4,708,7762020Revenue 2021: $173,990,533Expenses 2021: $141,984,636Net Income 2021: $32,005,8972021Revenue 2022: $143,843,670Expenses 2022: $187,639,760Net Income 2022: -$43,796,0902022Revenue 2023: $172,189,803Expenses 2023: $177,900,666Net Income 2023: -$5,710,8632023Revenue 2024: $161,476,719Expenses 2024: $178,284,120Net Income 2024: -$16,807,4012024

Highlighted filing

2018

Revenue$138,400,177
Expenses$169,996,941
Net Income-$31,596,764
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$139,062,063
Mission and Program Overview

Mission

To provide life, illness, and accident benefits to eligible participants or their dependents/designated beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$189,745,554$147,117,940▼ $42,627,614
Investments in Publicly Traded Securities$60,028,385$58,786,330▼ $1,242,055
Investments Other Securities$63,639,201$56,358,437▼ $7,280,764
Savings and Temporary Cash Investments$45,490,208$26,732,216▼ $18,757,992
Cash and Non-Interest-Bearing Accounts$15,092,727$0▼ $15,092,727
Accounts Receivable$6,339,225$7,459,212▲ $1,119,987
Other Notes and Loans Receivable, Net$360,358$136,312▼ $224,046
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$190,950,104$149,472,507▼ $41,477,597
Liabilities
Accounts Payable and Accrued Expenses$1,204,550$2,354,567▲ $1,150,017
Total Liabilities$1,204,550$2,354,567▲ $1,150,017
Net Assets / Fund Balance
Total Net Assets Fund Balance$189,745,554$147,117,940▼ $42,627,614
Total Liabilities and Net Assets / Fund Balance$190,950,104$149,472,507▼ $41,477,597

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$40,423,773--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
-Trustee$291,063$291,063
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$133,914,062
Investment Income
$4,486,115
Other Revenue
$0
Change in Net Assets
$-31,596,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,154,344
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$143,842,597--$143,842,597
Other Expenses-$11,218,304-$11,218,304
Total Functional Expenses$143,842,597$26,154,344$0$169,996,941
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
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 8A

“There were no meetings held during the trust year.”

Form 990, Part VI, Section A, line 8B

“There were no meetings held during the trust year.”

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

“The organization's form 990 is prepared by an outside service provider and reviewed by the financial department and management team prior to filing with the irs.”

Form 990, Part VI, Section C, line 19

“All such documents and policies are available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“State street bank and trust - 801 pennsylvania, kansas city, mo 64105.”

Filing and Contact Details

Filer

Filer Name
Cnh Welfare Benefit Trust
EIN
36-7045813
Phone
2626366004
Address
700 STATE STREET, RACINE, WI 53404

Signing Officer

Name
Rick H Aide
Title
Tax Officer
Phone
2626366004
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick H Aide
Formed
2001
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Willis Towers Watson US LLC
Address
1001 Lakeside Avenue Suite 1500, Cleveland, OH 44114
Preparer
Suzan M Beclaycpa
Phone
2169374089
Raw XML Appendix323 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO MEETINGS HELD DURING THE TRUST YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS HELD DURING THE TRUST YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FORM 990 IS PREPARED BY AN OUTSIDE SERVICE PROVIDER AND REVIEWED BY THE FINANCIAL DEPARTMENT AND MANAGEMENT TEAM PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SUCH DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATE STREET BANK AND TRUST - 801 PENNSYLVANIA, KANSAS CITY, MO 64105.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0The Plan includes a medical option with a health reimbursement account (HRA) that is funded solely by Company contributions. The HRA allows eligible participants to be reimbursed tax-free for qualified medical expenses under the Plan or to apply reimbursable expenses against the plan deductible. Unused amounts carry over year to year. If employment terminates at age 55 or later with 10 or more consecutive years of service, any remaining balance will transfer to the Retiree Medical Savings Account Plan (RMSA Plan) or otherwise forfeited. Participants contribute specified amounts based on applicable monthly premiums for their respective benefit election. The Company's policy is to deposit employee contributions to the trust account on a weekly basis and to fund employer contributions on an as-needed basis. Salaried and hourly retirees' contributions are updated annually to cover 60% of any increase in cost under the medical plan. Eligible union retiree medical contributions are updated annually according to the union contract in force.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 2(1)(D)
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE PART VII SUPP INFO
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IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK H AIDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626366004
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CNH WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CNHW
ReturnHeader/Filer/EIN0367045813
ReturnHeader/Filer/PhoneNum02626366004
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0RACINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId095DB1D688DE8658E4B5D57A42FA37390B4B06BB9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4651D52B47943BF3E5CBD03122B49BCB373A565
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0158.82.159.130
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:15:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530181291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Willis Towers Watson US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 Lakeside Avenue Suite 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02169374089
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZAN M BECLAYCPA
ReturnHeader/ReturnTs02019-11-14T13:15:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,472,507
Liabilities
$2,354,567
Net assets
$147,117,940
Revenue
$138,400,177
Expenses
$169,996,941
Net income
-$31,596,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.1$1.75$65.4$161$178$16.8
2023Detailed filing. Detailed filing data is available for this year.$80.9$1.16$79.7$172$178$5.71
2022Detailed filing. Detailed filing data is available for this year.$86.9$1.46$85.5$144$188$43.8
2021Detailed filing. Detailed filing data is available for this year.$154$1.03$153$174$142$32.0
2020Detailed filing. Detailed filing data is available for this year.$170$0.51$170$152$148$4.71
2019Detailed filing. Detailed filing data is available for this year.$161$0.74$160$135$145$9.65
2018Detailed filing. Detailed filing data is available for this year.$149$2.35$147$138$170$31.6