OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN

As filed

Subsection

09

Classification

1000

Street

1180 DUBLIN RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• MICHAEL R BERTOLONE

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1 + 1 related

• THOMAS P BYERS

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1 + 1 related

• DAVID G CONIGLIO

  SECRETARY

  Total calculated

  $0

  Hours/week

  1 + 2 related

• JEN DIGERONIMO

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• JERID J DONLEY

  VICE CHAIRMAN

  Total calculated

  $0

  Hours/week

  1

• DANIEL F EDWARDS

  ASSISTANT SECRETARY

  Total calculated

  $0

  Hours/week

  1 + 2 related

• BRIAN GEFFE

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• ROBERT L HUGHES

  CHAIRMAN

  Total calculated

  $0

  Hours/week

  1 + 1 related

• CHRIS KUNZ

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1 + 1 related

• BRENT A MCCARTY

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1 + 1 related

• BRADLEY D MILLER

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• THOMAS J PEREVOSNIK

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• CAROL A WILSON

  FISCAL ADMINISTRATOR

  Total calculated

  $208,918

  From this org

  $191,732

  From related orgs

  $0

  Other

  $17,186

  Hours/week

  40 + 2 related

  Schedule J breakdown matched by us

  Base

  $191,732

  Bonus

  $0

  Other

  $0

  Deferred

  $6,174

  Nontaxable benefits

  $11,012

  Filer's total

  $208,918

• STACEY BARKER

  ASSISTANT ADMINISTRATOR

  Total calculated

  $142,794

  From this org

  $131,782

  From related orgs

  $0

  Other

  $11,012

  Hours/week

  40 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $194,359,282

  Expenses

  $176,414,642

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $182,253,498

  Expenses

  $182,201,607

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $167,826,925

  Expenses

  $168,830,469

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $163,802,367

  Expenses

  $164,017,492

  Assets (EOY)

  $155,313,573

• 2020 · 990

  Revenue

  $150,552,605

  Expenses

  $159,941,050

  Assets (EOY)

  $172,756,325

• 2019 · 990

  Revenue

  $152,821,007

  Expenses

  $160,864,609

  Assets (EOY)

  $171,421,417

• 2018 · 990

  Revenue

  $165,168,742

  Expenses

  $145,178,298

  Assets (EOY)

  $172,779,917

• 2017 · 990

  Revenue

  $155,928,796

  Expenses

  $145,719,676

  Assets (EOY)

  $158,007,888

• 2016 · 990

  Revenue

  $139,700,838

  Expenses

  $134,469,433

  Assets (EOY)

  $149,600,641

• 2015 · 990

  Revenue

  $126,513,120

  Expenses

  $124,848,055

  Assets (EOY)

  $141,625,835

• 2014 · 990

  Revenue

  $114,089,779

  Expenses

  $117,289,590

  Assets (EOY)

  $139,548,125

• 2013 · 990

  Revenue

  $108,038,370

  Expenses

  $105,054,437

  Assets (EOY)

  $139,137,646

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $106,512,154

  Assets (EOY)

  $131,563,246

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files