Nonprofit · EIN 34-1331804
TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH
Tax-exempt · WESTFIELD CTR, OH 44251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $39,105,657 | $41,569,672 | -$2,464,015 | $7,936,301 | $8,466,367 | -$530,066 |
| December 31, 2023 | 990 | $36,850,344 | $36,333,446 | $516,898 | $10,628,551 | $9,171,029 | $1,457,522 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $38,321,689
- Investment income
- $783,968
- Net gain from sales of assets
- $114,957
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $37,531,004
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $10,628,551
- Total assets, end of year
- $7,936,301
- Total liabilities, end of year
- $8,466,367
- Net assets, end of year
- -$530,066
- Publicly traded securities
- $1,604,905
- Gross unrelated business income
- $783,968
- Gross receipts
- $39,666,095
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Palmieri | Chairman Trustee or director | 1 | $0 |
| Joseph Kohmann | Treasurer Trustee or director | 1 | $0 |
| Jodi Abbate | BAC Member Trustee or director | 1 | $0 |
| Kathy Golovan | BAC Member Trustee or director | 1 | $0 |
| Jeffrey Gillentine | BAC Member Trustee or director | 1 | $0 |
| Krishna Patel | BAC Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Palmieri | Chairman Trustee or director | 1 | $0 |
| Joseph Kohmann | Treasurer Trustee or director | 1 | $0 |
| Jodi Abbate | BAC Member Trustee or director | 1 | $0 |
| Kathy Golovan | BAC Member Trustee or director | 1 | $0 |
| Jeffrey Gillentine | BAC Member Trustee or director | 1 | $0 |
| Krishna Patel | BAC Member Trustee or director | 1 | $0 |
| George Wiswesser | BAC Member, resigned Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5001, WESTFIELD CTR, OH 44251-5001
- In care of
- % OHIO FARMERS INSURANCE COMPA
- Principal officer (990 for 2024)
- Jennifer Palmieri, PO Box 5001, Westfield Center, OH 44251
- Signed the 990
- Jennifer Palmieri, Chairman
- Phone
- (330) 887-0461
- Website
- www.westfieldinsurance.com
- Return prepared by
- RSM US LLP
Mission
Provide health benefits including hospitalization, major medical, dental, prescription drug, and other health benefits to participants and their dependents. Also provides for employee assistance programs and retiree health and life plans.
Program accomplishments
- Paid benefits (medical, dental, vision, prescription drug, life) claims for active employees, retirees, beneficiaries
- Payments to third party contractors for administration of benefits
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1331804
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y34)
- Assets (IRS master file)
- $7,936,301
- Income (IRS master file)
- $39,666,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $39,105,657 | $41,569,672 | $7,936,301 | IRS |
| 990 | December 2023 | $36,850,344 | $36,333,446 | $10,628,551 | XML |
| 990 | December 2022 | $36,980,993 | $37,538,064 | $10,677,827 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 34-1331804).
Questions about TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH
- What is the EIN of TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH?
- The employer identification number (EIN) of TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH is 34-1331804.
- Is TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH 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 TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH?
- The 990 for the year ended December 31, 2024 names Jennifer Palmieri.
- Who are the officers and directors of TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does TRUST AGREEMENT FOR THE OHIO FARMERS INSURANCE CO GROUP HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $39,105,657, expenses of $41,569,672 and total assets of $7,936,301 at year end.
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All nonprofits in WESTFIELD CTR · Ohio · Mutual and membership benefit