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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 31-6029682

OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST

Tax-exempt · TOLEDO, OH 43609

Financials

$44.1M$46.2M2022$51.2M$50.3M2023$52.2M$52.7M2024
Revenue Expenses · by fiscal year end
Financials of OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990$52,237,425$52,726,626-$489,201$116,455,341$5,874,077$110,581,264
February 29, 2024990$51,165,052$50,308,478$856,574$111,969,924$6,397,559$105,572,365
February 28, 2023990$44,059,382$46,157,119-$2,097,737$102,116,514$5,484,263$96,632,251
Financial details: 990 for the year ended February 28, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$48,223,850
Investment income
$3,739,742
Other revenue
$273,833

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$51,033,428
Other salaries and wages
$485,302
Salaries, compensation and benefits (total)
$839,396
Professional fundraising fees
$0
Legal fees
$66,070
Accounting fees
$35,000
Occupancy
$39,764
Travel
$36,027
Depreciation
$26,470

Balance sheet and other

Total assets, start of year
$111,969,924
Total assets, end of year
$116,455,341
Total liabilities, end of year
$5,874,077
Net assets, end of year
$110,581,264
Land, buildings and equipment
$90,770
Publicly traded securities
$111,042,165
Gross receipts
$52,237,425
Employees
7
Year formed
1959
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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRAVIS BORNSTEINTRUSTEE
Trustee or director
–$0
TOM CROFTTRUSTEE
Trustee or director
–$0
PATRICK DARROWTRUSTEE
Trustee or director
–$0
STEVE HARPERTRUSTEE
Trustee or director
–$0
HANNAH MONTANATRUSTEE
Trustee or director
–$0
MARK SCHMIEHAUSENTRUSTEE
Trustee or director
–$0
WENDY WEESETRUSTEE
Trustee or director
–$0
990 for the year ended February 29, 2024: 8 people
NameTitleHours / weekCompensationOther / benefits
DANIELA JANCESKIADMINISTRATI
Highest-paid employee
40$156,343$55,025
TRAVIS BORNSTEINTRUSTEE
Trustee or director
1$0$0
TOM CROFTTRUSTEE
Trustee or director
1$0$0
PATRICK DARROWTRUSTEE
Trustee or director
1$0$0
STEVE HARPERTRUSTEE
Trustee or director
1$0$0
TERRENCE SCHAEFERTRUSTEE
Trustee or director
1$0$0
MARK SCHMIEHAUSENTRUSTEE
Trustee or director
1$0$0
WENDY WEESETRUSTEE
Trustee or director
1$0$0
990 for the year ended February 28, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
DANIELA JANCESKIADMINISTRATIVE MANAGER
Highest-paid employee
40$155,958$53,690
NATIONAL INVESTMENT SERVICESINSTITUTIONAL TRUSTEE
Institutional trustee
1$136,506$0
HUNTINGTON BANKINSTITUTIONAL TRUSTEE
Institutional trustee
1$29,098$0
MARK SCHMIEHAUSENTRUSTEE
Trustee or director
1$0$0
TRAVIS BORNSTEINTRUSTEE
Trustee or director
1$0$0
PATRICK DARROWTRUSTEE
Trustee or director
1$0$0
TERRENCE SCHAEFERTRUSTEE
Trustee or director
1$0$0
TOM CROFTTRUSTEE
Trustee or director
1$0$0
WENDY WEESETRUSTEE
Trustee or director
1$0$0
STEVE HARPERTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
435 S HAWLEY ST, TOLEDO, OH 43609-2344
Principal officer (990 for 2024)
MICHAEL WILCHER, 435 SOUTH HAWLEY STREET, TOLEDO, OH 43609
Signed the 990
MICHAEL WILCHER, FUND ADMINISTRATOR
Phone
(419) 254-3322
Return prepared by
DG PERRY PLLC

Mission

VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION

990 for the year ended February 28, 2025

Program accomplishments

  • PROVISION OF HEALTH, LIFE, DENTAL, VISION AND TEMPORARY DISABILITY BENEFITS FOR ENROLLED MEMBERS OF COLLECTIVE BARGAINING UNITS AND THEIR ELIGIBLE DEPENDENTS.

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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990 on file
2023February 29, 2024July 15, 2024990 on file

IRS record

EIN
31-6029682
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1959
Accounting year ends
February
Files
Form 990 or 990-EZ
Assets (IRS master file)
$116,455,341
Income (IRS master file)
$52,237,425

Filing history

FormYear endedRevenueExpensesAssetsReturn
990February 2025$52,237,425$52,726,626$116,455,341XML
990February 2024$51,165,052$50,308,478$111,969,924XML
990February 2023$44,059,382$46,157,119$102,116,514XML
990February 2022$44,524,414$45,082,238$108,867,542IRS
990February 2021–––IRS
990February 2019–––IRS
990February 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 31-6029682).

Questions about OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST

What is the EIN of OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST?
The employer identification number (EIN) of OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST is 31-6029682.
Is OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
Are donations to OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST 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 CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended February 2025.
Who is the principal officer of OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST?
The 990 for the year ended February 28, 2025 names MICHAEL WILCHER.
Who are the officers and directors of OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST?
The 990 for the year ended February 28, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST have?
On its 990 for the year ended February 28, 2025 it reported revenue of $52,237,425, expenses of $52,726,626 and total assets of $116,455,341 at year end.

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