Nonprofit · EIN 31-6471095
UNION BENEFITS TRUST
Tax-exempt · WESTERVILLE, OH 43082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $34,439,378 | $32,073,678 | $2,365,700 | $36,643,229 | $1,010,900 | $35,632,329 |
| June 30, 2024 | 990 | $32,869,700 | $31,123,884 | $1,745,816 | $33,992,742 | $924,942 | $33,067,800 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,527,158
- Investment income
- $1,897,186
- Other revenue
- $15,034
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $29,821,723
- Other salaries and wages
- $695,266
- Salaries, compensation and benefits (total)
- $695,266
- Professional fundraising fees
- $0
- Occupancy
- $122,387
- Depreciation
- $7,463
- Program services (functional)
- $30,846,154
- Management and general (functional)
- $1,227,524
Balance sheet and other
- Total assets, start of year
- $33,992,742
- Total assets, end of year
- $36,643,229
- Total liabilities, end of year
- $1,010,900
- Net assets, end of year
- $35,632,329
- Land, buildings and equipment
- $5,621
- Gross receipts
- $34,439,378
- Employees
- 0
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ANGELA HARRINGTON | DIRECTOR Highest-paid employee | 40 | $0 | $125,826 |
| CHRISTOPHER MABE | CHAIR Trustee or director, Officer | 2 | $0 | $79,479 |
| KATHLEEN GERSPER | TREASURER Trustee or director, Officer | 2 | $0 | $6,000 |
| GERALD JOLLY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $6,000 |
| CHRISTOPHER BUCCIERI | TRUSTEE Trustee or director | 2 | $0 | $3,218 |
| JASON UNDERHILL | TRUSTEE Trustee or director | 2 | $0 | $1,844 |
| MARY J STUCKERT | TRUSTEE Trustee or director | 2 | $0 | $1,766 |
| THOMAS FRANK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICOLE MARSANO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BARBARA MONTGOMERY | FINANCIAL SE Trustee or director | 2 | $0 | $0 |
| KATE NICHOLSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KARI ROOT | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ANGELA HARRINGTON | DIRECTOR Highest-paid employee | 40 | $0 | $117,213 |
| CHRISTOPHER MABE | CHAIR Trustee or director, Officer | 2 | $0 | $74,721 |
| KATHLEEN GERSPER | TREASURER Trustee or director, Officer | 2 | $0 | $6,000 |
| GERALD JOLLY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $6,000 |
| JASON UNDERHILL | TRUSTEE Trustee or director | 2 | $0 | $2,207 |
| MARY J STUCKERT | TRUSTEE Trustee or director | 2 | $0 | $1,910 |
| CHARLIE WILLIAMSON | TRUSTEE Trustee or director | 2 | $0 | $1,210 |
| CHRISTOPHER BUCCIERI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DOMINIC MARSANO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BARBARA MONTGOMERY | FINANCIAL SE Trustee or director | 2 | $0 | $0 |
| KATE NICHOLSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KARI ROOT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMISON UNDERWOOD | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 390 WORTHINGTON ROAD, WESTERVILLE, OH 43082-8328
- In care of
- % EXECUTIVE DIRECTOR
- Principal officer (990 for 2024)
- CHRISTOPHER MABE, 390 WORTHINGTON ROAD, WESTERVILLE, OH 430828332
- Signed the 990
- CHRISTOPHER MABE, CHAIR
- Phone
- (614) 508-2250
- Website
- WWW.BENEFITSTRUST.ORG
- Return prepared by
- HOLBROOK & MANTER INC
Mission
THE UNION BENEFITS TRUST OFFERS DENTAL, VISION, LIFE AND OTHER DESIGNATED BENEFITS TO STATE OF OHIO BARGAINING UNIT EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- UNION BENEFIT TRUST WAS ESTABLISHED FOR THE BENEFIT OF ELIGIBLE EMPLOYEES TO PROVIDE FOR CERTAIN DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS.Expenses $30,846,154
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6471095
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $36,643,229
- Income (IRS master file)
- $34,439,378
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $34,439,378 | $32,073,678 | $36,643,229 | XML |
| 990 | June 2024 | $32,869,700 | $31,123,884 | $33,992,742 | XML |
| 990 | June 2023 | $32,520,050 | $31,766,937 | $31,011,048 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 31-6471095).
Questions about UNION BENEFITS TRUST
- What is the EIN of UNION BENEFITS TRUST?
- The employer identification number (EIN) of UNION BENEFITS TRUST is 31-6471095.
- Is UNION BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to UNION BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNION BENEFITS 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 UNION BENEFITS TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNION BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 names CHRISTOPHER MABE.
- Who are the officers and directors of UNION BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNION BENEFITS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $34,439,378, expenses of $32,073,678 and total assets of $36,643,229 at year end.
Other nonprofits in WESTERVILLE
- OHIO LABORERS DISTRICT COUNCIL OHIO CONTRACTORS ASSOCIATION INSURANCE EIN 31-6052984 · last filed 990 for 2024
- ONEOHIO RECOVERY FOUNDATION EIN 88-0647873 · last filed 990 for 2024
- OHIO LIVING COMMUNITIES EIN 34-4429863 · last filed 990 for 2025
- OTTERBEIN UNIVERSITY EIN 31-4379532 · last filed 990 for 2025
- OHIO LIVING HOLDINGS EIN 27-2564811 · last filed 990 for 2025
- OHIO LIVING EIN 31-1340918 · last filed 990 for 2025
- AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES EIN 31-6044189 · last filed 990 for 2025
- CORNERSTONE ACADEMY COMMUNITY SCHOOL EIN 31-1707162 · last filed 990-N for 2024