Civic Intelligence

Cnh Welfare Benefit Trust

990 • Fiscal year 2020 • EIN 36-7045813

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

48th percentile

3.1%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$38,692

Higher top officer pay than 53% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

44th percentile

6.0%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

12%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$170,283,383

Up $9,576,881 (+6.0%) from 2019

Net Assets

Up

$169,776,542

Up $9,814,924 (+6.1%) from 2019

Liabilities

Down

$506,841

Down $238,043 (-32%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin48th percentile

Revenue

Up

$152,313,968

Up $16,848,818 (+12%) from 2019

Expenses

Up

$147,605,192

Up $2,488,631 (+1.7%) from 2019

Net Income

Up

$4,708,776

Up $14,360,187 (+149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2020

Assets$170,283,383
Liabilities$506,841
Net Assets$169,776,542
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

2020

Revenue$152,313,968
Expenses$147,605,192
Net Income$4,708,776
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$152,986,416
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$159,961,618$169,776,542▲ $9,814,924
Investments in Publicly Traded Securities$72,166,701$82,169,027▲ $10,002,326
Investments Other Securities$69,922,534$61,160,191▼ $8,762,343
Savings and Temporary Cash Investments$14,359,163$15,355,522▲ $996,359
Cash and Non-Interest-Bearing Accounts$461,797$7,315,305▲ $6,853,508
Accounts Receivable$3,796,307$4,283,338▲ $487,031
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$160,706,502$170,283,383▲ $9,576,881
Liabilities
Accounts Payable and Accrued Expenses$744,884$506,841▼ $238,043
Total Liabilities$744,884$506,841▼ $238,043
Net Assets / Fund Balance
Total Net Assets Fund Balance$159,961,618$169,776,542▲ $9,814,924
Total Liabilities and Net Assets / Fund Balance$160,706,502$170,283,383▲ $9,576,881

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$40,211,676--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$38,692$38,692
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$137,236,239
Investment Income
$15,077,729
Other Revenue
$0
Change in Net Assets
$4,708,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,863,390
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$130,741,802--$130,741,802
Other Expenses-$8,375,119-$8,375,119
Total Functional Expenses$130,741,802$16,863,390$0$147,605,192
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 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 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
2021-11-10
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
Janet L Clough CPA
Phone
2169374262
Raw XML Appendix317 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 ten 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
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CNH INDUSTRIAL INC
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK H AIDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626366004
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/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/PhoneNum02169374262
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet L Clough CPA
ReturnHeader/ReturnTs02021-11-10T12:10:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AIDE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,283,383
Liabilities
$506,841
Net assets
$169,776,542
Revenue
$152,313,968
Expenses
$147,605,192
Net income
$4,708,776
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