Ironworkers District Council of Southern Ohio and Vicinity Benefit Trust is a fraternal society based in Vandalia, OH that was founded in 1952. As of 2019 they had $57 million in revenue and $37 million in assets.
To provide health, dental, vision and disability benefits to participants, dependants, and retirees. To provide health, dental, vision & disability benefits to participants, dependants & retirees. To provide health, dental, vision & disability benefit...
EIN:
31-0557391
City:
State:
Metro:
Website:
Founded:
1952
Type:
501(c)(9)
NTEE:
Revenue:
$57,231,888
Assets:
$37,445,956
Employees:
12
Fiscal year end:
January
Program areas at Ironworkers District Council of Southern Ohio and Vicinity Benefit Trust
To provide for the health, dental, vision, and disability and death Benefit needs of the participants, dependants, and retirees of the iron workers District Council of Southern Ohio and Vicinity
Form 990s for Ironworkers District Council of Southern Ohio and Vicinity Benefit Trust
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|
| 2019-01 | Jan 13, 2020 | 990 | View PDF |
| 2018-01 | Dec 22, 2018 | 990 | View PDF |
| 2017-01 | Dec 27, 2017 | 990O | View PDF |
| 2016-01 | Feb 6, 2017 | 990O | View PDF |
| 2015-01 | Jan 11, 2016 | 990O | View PDF |
| ...and five more Form 990 PDFs |
Financials for Ironworkers District Council of Southern Ohio and Vicinity Benefit Trust
| Field | 2019 | 2018 | % Change |
|---|
| Federated campaigns | $0 | $0 | |
| Membership dues | $0 | $0 | |
| Fundraising event contributions | $0 | $0 | |
| Related organizations | $0 | $0 | |
| Government grants (contributions) | $0 | $0 | |
| Normal grants, contributions, etc. | $0 | $0 | |
| <em>Non-cash contributions included in above</em> | $0 | $0 | |
| Total grants, contributions, etc. | $0 | $0 | |
| Field | 2019 | 2018 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | |
| Program services | $56,599,593 | $56,365,729 | 0.4% |
| Investment income and dividends | $632,295 | $592,759 | 6.7% |
| Tax-exempt bond proceeds | $0 | $0 | |
| Royalty revenue | $0 | $0 | |
| Net rental income | $0 | $0 | |
| Net gain from sale of non-inventory assets | $0 | $518,066 | -100% |
| Net income from fundraising events | $0 | $0 | |
| Net income from gaming activities | $0 | $0 | |
| Net income from sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $0 | $0 | |
| Total revenues | $57,231,888 | $57,476,554 | -0.4% |
| Field | 2019 | 2018 | % Change |
|---|
| Grants to govts. and orgs. in USA | $0 | $0 | |
| Grants to individuals in USA | $0 | $0 | |
| Grants to govts., orgs., and individuals outside USA | $0 | $0 | |
| Benefits paid to or for members | $50,304,314 | $53,913,867 | -6.7% |
| Compensation of current officers, etc. | $114,385 | $96,645 | 18.4% |
| Compensation not included above, to disqualified persons | $0 | $0 | |
| Non-officer salaries and wages | $406,088 | $336,559 | 20.7% |
| Pension/retirement accruals and contributions | $37,350 | $27,982 | 33.5% |
| Other employee benefits | $207,356 | $141,719 | 46.3% |
| Payroll taxes | $39,681 | $36,337 | 9.2% |
| Management fees | $0 | $0 | |
| Legal fees | $28,262 | $21,187 | 33.4% |
| Accounting fees | $83,349 | $82,531 | 1.0% |
| Lobbying fees | $0 | $0 | |
| Pro. fundraising fees | $0 | $0 | |
| Investment mgmt fees | $53,205 | $54,084 | -1.6% |
| Other fee-for-service | $57,479 | $49,099 | 17.1% |
| Advertising and promotion | $0 | $0 | |
| Office expenses | $137,728 | $132,749 | 3.8% |
| Information tech. expenses | $106,102 | $120,549 | -12.0% |
| Royalty expenses | $0 | $0 | |
| Occupancy | $142,438 | $178,039 | -20.0% |
| Travel | $0 | $0 | |
| Public official travel and entertainment | $0 | $0 | |
| Conferences, meetings, etc. | $79,732 | $64,871 | 22.9% |
| Interest | $0 | $0 | |
| Payments to affiliates | $0 | $0 | |
| Depreciation, amortization, etc. | $20,461 | $18,654 | 9.7% |
| Insurance | $23,905 | $39,481 | -39.5% |
| All other expenses | $2,524,443 | $2,505,793 | 0.7% |
| Total expenses | $54,366,278 | $57,820,146 | -6.0% |
| Field | 2019 | 2018 | % Change |
|---|
| Cash (non-interest-bearing) | $0 | $0 | |
| Savings, short-term investments, etc. | $6,819,928 | $5,083,143 | 34.2% |
| Pledges and grants receivable | $0 | $0 | |
| Accounts receivable | $5,356,417 | $4,879,640 | 9.8% |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Loans receivable from other disqualified persons | $0 | $0 | |
| Notes and loans receivable | $0 | $0 | |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $156 | $156 | |
| Buildings, equipment, etc. post-depreciation | $193,410 | $169,130 | 14.4% |
| Investments, publicly traded securities | $25,076,045 | $25,004,113 | 0.3% |
| Investments, other securities | $0 | $0 | |
| Investments, program-related | $0 | $0 | |
| Intangible assets | $0 | $0 | |
| Other assets | $0 | $0 | |
| Total assets | $37,445,956 | $35,136,182 | 6.6% |
| Field | 2019 | 2018 | % Change |
|---|
| Accounts payable and accrued expenses | $73,116 | $225,372 | -67.6% |
| Grants payable | $0 | $0 | |
| Deferred revenue | $0 | $0 | |
| Tax-exempt bond liabilities | $0 | $0 | |
| Escrow or custodial account liability | $0 | $0 | |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $0 | $0 | |
| Unsecured notes and loans payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $946,505 | $805,876 | 17.5% |
| Total liabilities | $1,019,621 | $1,031,248 | -1.1% |
| Field | 2019 | 2018 | % Change |
|---|
| Unrestricted net assets | $0 | $0 | |
| Temporarily restricted net assets | $0 | $0 | |
| Permanently restricted net assets | $0 | $0 | |
Vendors for Ironworkers District Council of Southern Ohio and Vicinity Benefit Trust
| Vendor | Services | Amount paid | Date |
|---|
| Kimbia | Fundraising software | | 2020-02-22 |
| ███████ ███ ████ | Fundraising software; Payment processing | | 2020-02-22 |
| █████ ████████ ███████ ███ ███████ | Tax accounting | | 2018-10-15 |
| █████████ █████████ ███████ | Insurance agent or broker; Insurance; Claims processing, Contract Administrator, Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims Contract Adminstrator | $1,937,535 | 2018-01-01 |
| ████████ █████ | Investment management; Custodial (securities) | $6,591 | 2017-01-31 |
| █████████ ████ ██████████ | Recordkeeping and information management (computing, tabulating, data processing, etc.) | $6,489 | 2017-01-31 |
| ████████████ ████ █████████ ███████ | Insurance | | 2017-01-31 |
| ██████ ███████████ | | $7,627 | 2017-01-31 |
| ...and 37 more vendors |
Personnel at Ironworkers District Council of Southern Ohio and Vicinity Benefit Trust
| Name | Title | Compensation | Most recent data |
|---|
| Penny Brown | Administrative Manager | $90,346 | Jan. 13, 2020 |
| Craig Wanner | Employer Trustee | $0 | Jan. 31, 2019 |
| ███ ███████ | Labor Trustee | $0 | Jan. 31, 2019 |
| ████ ██████ | Administrative Manager | $82,604 | Jan. 31, 2015 |
| ████ ██████ ████████ | Administrator | - | Nov. 9, 2014 |
Peer fraternal organizations
| | Name | Type | Revenue | Location |
|---|
| 1 | Cooper Hatchery Employee Benefit Plan | 501(c)(9) | $20 million | Fort Recovery, OH |
| 2 | The Procter and Gamble Benefit Plan Trust | 501(c)(9) | $89 million | Cincinnati, OH |
| 3 | UFCW Local 880 | 501(c)(9) | $124 million | Broadview Heights, OH |
| 4 | Ads Alliance Data Systems Employee | 501(c)(9) | $159 million | Columbus, OH |
| 5 | SEQUENT EMPLOYEE BeNEFIT TRust VEBA | 501(c)(9) | $16 million | Columbus, OH |
| 6 | Ufcw Unions and Employers Health and Welfare Plan of Central Ohio | 501(c)(9) | $72 million | Dayton, OH |
| 7 | Cleveland Bakers and Teamsters Health and Welfare Fund | 501(c)(9) | $65 million | Valley View, OH |
| 8 | Middletown Works Hourly and Salaried Union Retirees Health Care Fund | 501(c)(9) | $55 million | Middletown, OH |
| 9 | OLDC-OCA Insurance Trust Fund (OLFBP) | 501(c)(9) | $167 million | Westerville, OH |
| 10 | Ohio Conference of Teamsters and Industry Health and Welfare Trust | 501(c)(9) | $39 million | Toledo, OH |
| 11 | Union Benefits Trust | 501(c)(9) | $36 million | Westerville, OH |
| 12 | Navistar Retiree Supplemental Benefit Trust | 501(c)(9) | $51 million | Richmond Heights, OH |
| 13 | Pipe Fitters Local 120 Insurance Fund | 501(c)(9) | $18 million | Cleveland, OH |
| 14 | Union Construction Workers Health Plan | 501(c)(9) | $32 million | Holland, OH |
| 15 | Welfare Fund of Local - 293 | 501(c)(9) | $15 million | Independence, OH |
| 16 | Ohio Conference of Plasterers and Cement Masons Health and Welfare Fund | 501(c)(9) | $16 million | Youngstown, OH |
| 17 | Ohio Operating Engineers Health and Welfare Plan | 501(c)(9) | $165 million | Columbus, OH |
| 18 | Trust Agreement for the Ohio Farmers Ins | 501(c)(9) | $33 million | Westfield Ctr, OH |
| 19 | Prevailing Wage Contractors Association Trust | 501(c)(9) | $37 million | Columbus, OH |
| 20 | Wholesalers' Group Life and Health Benefit Plan | 501(c)(9) | $41 million | Dayton, OH |
| 21 | DSW Benefit Plan | 501(c)(9) | $17 million | Columbus, OH |
| 22 | Limited Brands Inc Associate Benefits Trust | 501(c)(9) | $174 million | Columbus, OH |
| 23 | Macy's Welfare Benefits Trust | 501(c)(9) | $103 million | Cincinnati, OH |
| 24 | Local 310 Health and Welfare Fund | 501(c)(9) | $16 million | Cleveland, OH |
| 25 | Western and Southern Life Insurance Company Veba Trust | 501(c)(9) | $50 million | Cincinnati, OH |