Civic Intelligence

Cnh Welfare Benefit Trust

990 • Fiscal year 2023 • EIN 36-7045813

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

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

0.01x

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

24th percentile

-3.3%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$55,133

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

11th percentile

-7.0%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

20%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$80,894,509

Down $6,055,372 (-7.0%) from 2022

Net Assets

Down

$79,737,289

Down $5,755,361 (-6.7%) from 2022

Liabilities

Down

$1,157,220

Down $300,011 (-21%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin24th percentile

Revenue

Up

$172,189,803

Up $28,346,133 (+20%) from 2022

Expenses

Down

$177,900,666

Down $9,739,094 (-5.2%) from 2022

Net Income

Up

-$5,710,863

Up $38,085,227 (+87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2023

Assets$80,894,509
Liabilities$1,157,220
Net Assets$79,737,289
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$172,189,803
Expenses$177,900,666
Net Income-$5,710,863
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$173,446,222
Mission and Program Overview

Mission

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

To provide life, illness, and accident benefits to eligible participants or their dependents/designated beneficiaries and to provide retirees with a health reimbursement arrangement

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$85,492,650$79,737,289▼ $5,755,361
Investments in Publicly Traded Securities$30,865,900$34,147,470▲ $3,281,570
Savings and Temporary Cash Investments$33,709,693$23,310,332▼ $10,399,361
Investments Other Securities$20,924,994$22,706,808▲ $1,781,814
Accounts Receivable$416,292$446,748▲ $30,456
Investments Program Related$155,984$189,940▲ $33,956
Cash and Non-Interest-Bearing Accounts$877,018$93,211▼ $783,807
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$86,949,881$80,894,509▼ $6,055,372
Liabilities
Accounts Payable and Accrued Expenses$1,457,231$1,157,220▼ $300,011
Total Liabilities$1,457,231$1,157,220▼ $300,011
Net Assets / Fund Balance
Total Net Assets Fund Balance$85,492,650$79,737,289▼ $5,755,361
Total Liabilities and Net Assets / Fund Balance$86,949,881$80,894,509▼ $6,055,372

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$22,706,808--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$55,133$55,133
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$170,554,184
Investment Income
$1,635,619
Other Revenue
$0
Change in Net Assets
$-5,710,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,034,930
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$152,865,736--$152,865,736
Other Expenses-$348,000-$348,000
Total Functional Expenses$152,865,736$25,034,930$0$177,900,666
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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
Bart Gralczyk
Title
NA Total Rewards Manager
Phone
2626366004
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bart Gralczyk
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
7733 Forsyth Boulevard Suite 1350, St Louis, MO 63105
Preparer
Kyle Halberg
Phone
4177209863
Raw XML Appendix318 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01457231
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01157220
IRS990/AccountsReceivableGrp/BOYAmt0416292
IRS990/AccountsReceivableGrp/EOYAmt0446748
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LIFE, ILLNESS, AND ACCIDENT BENEFITS TO ELIGIBLE PARTICIPANTS OR THEIR DEPENDENTS/DESIGNATED BENEFICIARIES AND TO PROVIDE RETIREES WITH A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0152865736
IRS990/BenefitsToMembersGrp/TotalAmt0152865736
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CASE NEW HOLLAND
IRS990/BooksInCareOfDetail/PhoneNum02626366004
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0RACINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053404
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt085492650
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt079737289
IRS990/CashNonInterestBearingGrp/BOYAmt0877018
IRS990/CashNonInterestBearingGrp/EOYAmt093211
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0152865736
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01635619
IRS990/CYOtherExpensesAmt025034930
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0170554184
IRS990/CYRevenuesLessExpensesAmt0-5710863
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0177900666
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0172189803
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BENEFITS PAID FOR MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0152865736
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0STATE STREET BANK AND TRUST
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt055133
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1132311
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0124108
IRS990/GrossReceiptsAmt0173446222
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02767930
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02767930
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt020924994
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt022706808
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0155984
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0189940
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030865900
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034147470
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01256419
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LIFE, ILLNESS, AND ACCIDENT BENEFITS TO ELIGIBLE PARTICIPANTS OR THEIR DEPENDENTS/DESIGNATED BENEFICIARIES AND TO PROVIDE RETIREES WITH A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt085492650
IRS990/NetAssetsOrFundBalancesEOYAmt079737289
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1132311
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1132311
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-44498
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1PREMIUM PAYMENTS
IRS990/OtherExpensesGrp/Desc2TRANSFER OF PLAN ASSETS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014205703
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110481227
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2348000
IRS990/OtherExpensesGrp/TotalAmt014205703
IRS990/OtherExpensesGrp/TotalAmt110481227
IRS990/OtherExpensesGrp/TotalAmt2348000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Bart Gralczyk
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/BusinessCd2525920
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2BENEFIT OBLIGATION TRANSFER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0133698821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128806363
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28049000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133698821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128806363
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28049000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0125073246
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0532209
IRS990/PYOtherExpensesAmt062566514
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0143311461
IRS990/PYRevenuesLessExpensesAmt0-43796090
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0187639760
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0143843670
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5710863
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033709693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023310332
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt022706808
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MSCI EAFE INDEX CTF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt022706808
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1ALL SUCH DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE STREET BANK AND TRUST - 801 PENNSYLVANIA, KANSAS CITY, MO 64105.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0391982756
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AG, CE & MINING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CNH INDUSTRIAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0700 STATE STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0RACINE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASE NEW HOLLAND RETIREE MEDICAL SAVINGS ACCOUNT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731668021
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0700 STATE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RACINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053404
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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)
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0170554184
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE PART VII SUPP INFO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CNH INDUSTRIAL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt086949881
IRS990/TotalAssetsEOYAmt080894509
IRS990/TotalAssetsGrp/BOYAmt086949881
IRS990/TotalAssetsGrp/EOYAmt080894509
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025034930
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152865736
IRS990/TotalFunctionalExpensesGrp/TotalAmt0177900666
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01457231
IRS990/TotalLiabilitiesEOYAmt01157220
IRS990/TotalLiabilitiesGrp/BOYAmt01457231
IRS990/TotalLiabilitiesGrp/EOYAmt01157220
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt085492650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079737289
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0152865736
IRS990/TotalProgramServiceRevenueAmt0170554184
IRS990/TotalReportableCompFromOrgAmt055133
IRS990/TotalRevenueGrp/ExclusionAmt01635619
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0170554184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172189803
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt086949881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080894509
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 STATE STREET
IRS990/USAddress/CityNm0RACINE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053404
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bart Gralczyk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NA Total Rewards Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum02626366004
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530181291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Willis Towers Watson US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07733 Forsyth Boulevard Suite 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum04177209863
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Halberg
ReturnHeader/ReturnTs02024-11-15T12:08:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$80,894,509
Liabilities
$1,157,220
Net assets
$79,737,289
Revenue
$172,189,803
Expenses
$177,900,666
Net income
-$5,710,863
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