Civic Intelligence

Health and Welfare Trust for The

EIN 37-6598501 • 501(c)9 • Des Moines, IA

Profile

The Trust is for the payment of benefits of eligible employees (and their dependents, if applicable) of Constellis, LLC and its affiliated employers that are members of a controlled group of corporations, within the meaning of Internal Revenue Code Section 414(b) and that have adopted the Plans.

PO Box 10316Des Moines, IA 50306

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

10.92x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.12x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

12th percentile

-14%

Higher net margin than 12% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$18,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

5th percentile

-61%

Faster asset growth than 5% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$356,169

Down $558,519 (-61%) from 2023

Liabilities

Up

$3,890,475

Up $3,890,475 from 2023

Net Assets

Down

-$3,534,306

Down $4,448,994 (-486%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin12th percentile

Revenue

Down

$32,286,575

Down $4,738,072 (-13%) from 2023

Expenses

Down

$36,646,743

Down $69,895 (-0.2%) from 2023

Net Income

Down

-$4,360,168

Down $4,668,177 (-1516%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2017: $3,884,280Liabilities 2017: $1,867,648Net Assets 2017: $2,016,6322017Assets 2018: $3,949,043Liabilities 2018: $2,694,480Net Assets 2018: $1,254,5632018Assets 2022: $606,678Liabilities 2022: $0Net Assets 2022: $606,6782022Assets 2023: $914,688Liabilities 2023: $0Net Assets 2023: $914,6882023Assets 2024: $356,169Liabilities 2024: $3,890,475Net Assets 2024: -$3,534,3062024

Highlighted filing

2024

Assets$356,169
Liabilities$3,890,475
Net Assets-$3,534,306
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$40M$20M$0-$20MRevenue 2017: $4,654,873Expenses 2017: $3,880,125Net Income 2017: $774,7482017Revenue 2018: $31,035,270Expenses 2018: $31,797,339Net Income 2018: -$762,0692018Revenue 2022: $34,134,969Expenses 2022: $34,133,970Net Income 2022: $9992022Revenue 2023: $37,024,647Expenses 2023: $36,716,638Net Income 2023: $308,0092023Revenue 2024: $32,286,575Expenses 2024: $36,646,743Net Income 2024: -$4,360,1682024

Highlighted filing

2024

Revenue$32,286,575
Expenses$36,646,743
Net Income-$4,360,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$356,169
Liabilities
$3,890,475
Net assets
-$3,534,306
Revenue
$32,286,575
Expenses
$36,646,743
Net income
-$4,360,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$3.89$3.53$32.3$36.6$4.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$37.0$36.7$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$34.1$34.1$0.00
2018Summary only. Only limited summary data is available for this year.$3.95$2.69$1.25$31.0$31.8$0.76
2017Summary only. Only limited summary data is available for this year.$3.88$1.87$2.02$4.65$3.88$0.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$32,286,575
Mission and Program Overview

Mission

The Trust is for the payment of benefits of eligible employees (and their dependents, if applicable) of Constellis, LLC and its affiliated employers that are members of a controlled group of corporations, within the meaning of Internal Revenue Code Section 414(b) and that have adopted the Plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$324,915-
Savings and Temporary Cash Investments$914,688$31,254▼ $883,434
Cap Stk Tr Prin Current Funds$914,688$-3,534,306▼ $4,448,994
Total Assets$914,688$356,169▼ $558,519
Liabilities
Other Liabilities-$3,890,475-
Total Liabilities$0$3,890,475▲ $3,890,475
Net Assets / Fund Balance
Total Net Assets Fund Balance$914,688$-3,534,306▼ $4,448,994
Total Liabilities and Net Assets / Fund Balance$914,688$356,169▼ $558,519
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Principal Bank - Pcs TaxTrustee$18,000$18,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,267,710
Investment Income
$18,865
Other Revenue
$0
Change in Net Assets
$-4,360,168

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,286,575
Total Revenue per Audited Statements
$32,286,575
Total Revenue per Form 990
$32,286,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,185,650
Salaries, Compensation, and Employee Benefits$18,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$35,443,093--$35,443,093
Other Expenses$1,185,650--$1,185,650
Current Officers, Directors, Trustees, and Key Employees$18,000--$18,000
Total Functional Expenses$36,646,743$0$0$36,646,743

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$36,646,743
Total Expenses per Audited Statements$36,646,743
Total Expenses per Form 990$36,646,743
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$2,648,900
Payable to Claims Administrators$1,241,575
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11-description of Process for Review

“The sole trustee receives and reviews the form 990.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization complies with the same policy and enforcement as its trustees”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Health and Welfare Trust for the
EIN
37-6598501
Phone
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
Principal Bank - Pcs Tax
Title
Trustee
Phone
6025620883
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Bank - Pcs Tax
Formed
2016
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Prior year financial statement variance ($88,826)”

Financial Statement Notes

Explanation for Schedule D, Part X

“Plan management has analyzed the tax positions taken by the plan, and has concluded that as of december 31,2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to audit by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix285 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
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt032286575
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt018865
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018865
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IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NetAssetsOrFundBalancesEOYAmt0-3534306
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019643650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112624060
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-4360168
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01241575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12648900
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueSubtotalAmt032286575
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE TRUSTEE RECEIVES AND REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt013530 DULLES TECHNOLOGY DR STE 500
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
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ReturnHeader/ReturnTs02025-11-06T10:01:37-06:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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