Nonprofit · EIN 31-4446857
OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN
Tax-exempt · COLUMBUS, OH 43215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $194,359,282 | $176,414,642 | $17,944,640 | $190,163,054 | $4,854,579 | $185,308,475 |
| July 31, 2024 | 990 | $182,253,498 | $182,201,607 | $51,891 | $165,286,840 | $4,166,455 | $161,120,385 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $186,899,189
- Investment income
- $7,166,781
- Net gain from sales of assets
- $3,534,914
- Other revenue
- $293,312
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $173,466,747
- Compensation of officers, directors and key employees
- $351,712
- Other salaries and wages
- $736,030
- Salaries, compensation and benefits (total)
- $1,387,136
- Professional fundraising fees
- $0
- Legal fees
- $131,861
- Accounting fees
- $63,370
- Occupancy
- $144,419
- Travel
- $7,208
- Depreciation
- $171,659
Balance sheet and other
- Total assets, start of year
- $165,286,840
- Total assets, end of year
- $190,163,054
- Total liabilities, end of year
- $4,854,579
- Net assets, end of year
- $185,308,475
- Gross receipts
- $201,824,399
- Employees
- 28
- Volunteers
- 12
- Year formed
- 1960
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL A WILSON | FISCAL ADMINISTRATOR Officer | 40 | $191,732 | $17,186 |
| STACEY BARKER | ASSISTANT ADMINISTRATOR Officer | 40 | $131,782 | $11,012 |
| MICHAEL R BERTOLONE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS P BYERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID G CONIGLIO | SECRETARY Trustee or director | 1 | $0 | $0 |
| JEN DIGERONIMO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JERID J DONLEY | VICE CHAIRMAN Trustee or director | 1 | $0 | $0 |
| DANIEL F EDWARDS | ASSISTANT SECRETARY Trustee or director | 1 | $0 | $0 |
| BRIAN GEFFE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT L HUGHES | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| CHRIS KUNZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRENT A MCCARTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRADLEY D MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS J PEREVOSNIK | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL A WILSON | FISCAL ADMINISTRATOR Officer | 40 | $174,112 | $16,770 |
| STACEY BARKER | ASSISTANT ADMINISTRATOR Officer | 40 | $114,279 | $10,812 |
| MICHAEL R BERTOLONE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS P BYERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID G CONIGLIO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEN DIGERONIMO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JERID J DONLEY | VICE CHAIRMAN Trustee or director | 1 | $0 | $0 |
| BRIAN GEFFE | ASSISTANT SECRETARY Trustee or director | 1 | $0 | $0 |
| ROBERT L HUGHES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS KUNZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRENT A MCCARTY | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| BRADLEY D MILLER | SECRETARY Trustee or director | 1 | $0 | $0 |
| THOMAS J PEREVOSNIK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES D PHILO | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1180 DUBLIN RD, COLUMBUS, OH 43215-1008
- In care of
- % BOARD OF TRUSTEES
- Principal officer (990 for 2024)
- CAROL A WILSON, 1180 DUBLIN ROAD, COLUMBUS, OH 43215
- Signed the 990
- CAROL A WILSON, FISCAL ADMINISTRATOR
- Phone
- (614) 488-0708
- Return prepared by
- CIUNI & PANICHI INC
Mission
THE OHIO OPERATING ENGINEERS HEALTH AND WELFARE PLAN PROVIDES BENEFITS FOR SURGERY AND HOSPITAL CARE, AS WELL AS FOR OTHER MEDICAL EXPENSES RESULTING FROM SICKNESS, ACCIDENT OR DISABILITY FOR MEMBERS AND THEIR FAMILIES.
Program accomplishments
- THE OHIO OPERATING ENGINEERS HEALTH AND WELFARE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 31,605 QUALIFIED MEMBERS AND DEPENDENTS AS OF 7/31/2025.Expenses $176,414,642
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 31-4446857
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $190,163,054
- Income (IRS master file)
- $201,824,399
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $194,359,282 | $176,414,642 | $190,163,054 | XML |
| 990 | July 2024 | $182,253,498 | $182,201,607 | $165,286,840 | XML |
| 990 | July 2023 | $167,826,925 | $168,830,469 | $158,960,678 | IRS |
| 990 | July 2022 | $163,802,367 | $164,017,492 | $155,313,573 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-4446857).
Questions about OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN
- What is the EIN of OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN?
- The employer identification number (EIN) of OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN is 31-4446857.
- Is OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1961.
- Are donations to OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN?
- The 990 for the year ended July 31, 2025 names CAROL A WILSON.
- Who are the officers and directors of OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN?
- The 990 for the year ended July 31, 2025 lists 14 people; 2 received compensation from the organization, the highest $191,732 (CAROL A WILSON, FISCAL ADMINISTRATOR).
- How much revenue does OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $194,359,282, expenses of $176,414,642 and total assets of $190,163,054 at year end.
Other nonprofits in COLUMBUS
- BATTELLE MEMORIAL INSTITUTE EIN 31-4379427 · last filed 990 for 2025
- OHIOHEALTH CORPORATION EIN 31-4394942 · last filed 990 for 2025
- NATIONWIDE CHILDRENS HOSPITAL EIN 01-0782751 · last filed 990 for 2024
- OHIOHEALTH CORPORATION EIN 32-0007056 · last filed 990 for 2025
- NATIONWIDE CHILDRENS HOSPITAL INC EIN 31-1429047 · last filed 990 for 2021
- MOUNT CARMEL HEALTH SYSTEM EIN 31-1439334 · last filed 990 for 2025
- OHIO STATE UNIVERSITY PHYSICIANS INC EIN 31-1447726 · last filed 990 for 2025
- BUCKEYE POWER INC EIN 31-0676582 · last filed 990 for 2025