TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) MIKE KWIATKOWSKI...................................................................... TRUSTEE 5/23-4/24	1.00 ................. 45.00	X		251,846	148,794
(2) MATT MCGRIFF...................................................................... TRUSTEE 4/24	1.00 ................. 40.00	X		230,135	139,148
(3) KEN LYONS...................................................................... TRUSTEE 5/23-4/24	1.00 ................. 45.00	X		210,461	118,203
(4) ANTHONY HOLBROOK...................................................................... SECRETARY 5/23-4/24	1.00 ................. 45.00	X	X	200,923	118,203
(5) JASON CLARK...................................................................... TRUSTEE	1.00 ................. 45.00	X		129,761	93,836
(6) JOSEPH PITTMAN...................................................................... TRUSTEE	1.00 ................. 40.00	X		112,938	89,235
(7) TROY WOODYARD...................................................................... TRUSTEE	1.00 ................. 45.00	X		111,188	89,234
(8) JOE BEISCHEL...................................................................... TRUSTEE	1.00 .................	X		0	0
(9) ANTONIO DI TOMMASO...................................................................... TRUSTEE 5/23-4/24, CHAIRMAN 4/24	1.00 .................	X	X	0	0
(10) LEE DAHER...................................................................... TRUSTEE 4/24	1.00 .................	X		0	0
(11) KEVIN ENNIS...................................................................... TRUSTEE	1.00 .................	X		0	0
(12) JIM FOX...................................................................... TRUSTEE	1.00 .................	X		0	0
(13) RANDALL FOX...................................................................... TRUSTEE	1.00 .................	X		0	0
(14) ROBERT GRIBBEN...................................................................... TRUSTEE	1.00 .................	X		0	0
(15) AARON HALL...................................................................... TRUSTEE	1.00 .................	X		0	0
(16) ALAN HIBBARD...................................................................... TRUSTEE	1.00 .................	X		0	0
(17) JIM LAWLER...................................................................... TRUSTEE	1.00 .................	X		0	0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

OHIO CARPENTERS' HEALTH FUND

Employer identification number

45-0593187

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
UNRPROCESSED FRINGE BENEFIT CONTRIBUTIONS COLLECTED	1,232,702








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,232,702
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	159,094,118
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	870,621
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	870,621
3	Subtract line 2e from line 1..................			3	158,223,497
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	208,641
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	208,641
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	158,432,138

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	147,460,918
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	147,460,918
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	208,641
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	208,641
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	147,669,559

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 24, 2011, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEARS ENDED APRIL 30, 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Return Reference

Explanation

PART X, LINE 2:

THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 24, 2011, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEARS ENDED APRIL 30, 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

OHIO CARPENTERS' HEALTH FUND

Employer identification number

45-0593187

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MIKE KWIATKOWSKI TRUSTEE 5/23-4/24	(i) (ii)	0 ------------- 251,846	0 ------------- 0	0 ------------- 0	0 ------------- 120,904	0 ------------- 27,890	0 ------------- 400,640	0 ------------- 0
2MATT MCGRIFF TRUSTEE 4/24	(i) (ii)	0 ------------- 230,135	0 ------------- 0	0 ------------- 0	0 ------------- 111,259	0 ------------- 27,889	0 ------------- 369,283	0 ------------- 0
3KEN LYONS TRUSTEE 5/23-4/24	(i) (ii)	0 ------------- 210,461	0 ------------- 0	0 ------------- 0	0 ------------- 93,794	0 ------------- 24,409	0 ------------- 328,664	0 ------------- 0
4ANTHONY HOLBROOK SECRETARY 5/23-4/24	(i) (ii)	0 ------------- 200,923	0 ------------- 0	0 ------------- 0	0 ------------- 93,794	0 ------------- 24,409	0 ------------- 319,126	0 ------------- 0
5JASON CLARK TRUSTEE	(i) (ii)	0 ------------- 129,761	0 ------------- 0	0 ------------- 0	0 ------------- 74,906	0 ------------- 18,930	0 ------------- 223,597	0 ------------- 0
6JOSEPH PITTMAN TRUSTEE	(i) (ii)	0 ------------- 112,938	0 ------------- 0	0 ------------- 0	0 ------------- 70,304	0 ------------- 18,931	0 ------------- 202,173	0 ------------- 0
7TROY WOODYARD TRUSTEE	(i) (ii)	0 ------------- 111,188	0 ------------- 0	0 ------------- 0	0 ------------- 70,304	0 ------------- 18,930	0 ------------- 200,422	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

OHIO CARPENTERS' HEALTH FUND

Employer identification number

45-0593187

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE COMPLETED FORM 990 IS SENT TO THE PLAN ADMINISTRATOR WHO REVIEWS THE RETURN AND CONSULTS WITH THE PREPARER ON ANY QUESTIONS. ONCE ALL OF THE QUESTIONS ARE ANSWERED, THE PLAN ADMINISTRATOR PRESENTS THE FORM 990 TO THE TRUSTEES AND EXPLAINS THE PROPOSED FILING. THE TRUSTEES WILL DISCUSS ANY QUESTIONS WITH THE PLAN ADMINISTRATOR BEFORE GIVING THEIR APPROVAL TO ADOPT AND FILE THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C	YEARLY DISCLOSURES ARE MADE AND PRESENTED TO THE TRUSTEES FOR REVIEW AND CONFIRMATION. THE PROCESS IS REFLECTED IN THE MINUTES OF THE TRUSTEES' MEETING.
FORM 990, PART VI, SECTION B, LINE 15	THE ADMINISTRATIVE COMMITTEE REVIEWS AND MAKES SALARY DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

OHIO CARPENTERS' HEALTH FUND

Employer identification number

45-0593187

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)OHIO & VICINITY CARPENTERS' FRINGE BENEFITS FUNDS INC 3611 CHESTER AVE CLEVELAND,OH441144622 20-3330679	TO PROCESS EMPLOYER CONTRIBUTIONS TO BENEFIT PLANS	OH	501(C)(5)				No
(2)OHIO CARPENTERS' ANNUITY PLAN 3611 CHESTER AVE CLEVELAND,OH441144622 34-1778747	TO PROVIDE RETIREMENT BENEFITS	OH	401(A)				No
(3)OHIO CARPENTERS' PENSION PLAN 3611 CHESTER AVE CLEVELAND,OH441144622 34-6574360	TO PROVIDE RETIREMENT BENEFITS	OH	401(A)				No
(4)INDIANA KENTUCKY OHIO REGIONAL COUNCIL OF CARPENTERS 771 GREENWOOD SPRINGS DR GREENWOOD,IN46143 35-1074694	LABOR ORGANIZATION	OH	501(C)(5)				No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) 2D CONSTRUCTION LLC
(2) 3D CONSTRUCTION LLC
(3) 74 INSTALLATIONS LLC
(4) ADVANTAGE INDUSTRIAL SYSTEMS LLC
(5) ALLARD EXCAVATION LLC
(6) ALLIED POWER SERVICES MICHIGAN LLC
(7) ALPINE INDUSTRIES LLC
(8) AMBOY CONTRACTORS LLC
(9) AMERICAN MAINTENANCE LLC
(10) AMW INSTALL LLC
(11) ATLAS INDUSTRIAL CONTRACTORS LLC
(12) BARTRAM CONSTRUCTION LLC
(13) BERLE CUSTOM CARPENTRY LLC
(14) BRANDSAFWAY INDUSTRIES LLC
(15) BRANDSAFWAY SERVICES LLC
(16) BRIGADIER CONSTRUCTION SERVICES LLC
(17) BUCKEYE COMMERCIAL FLOORING LLC
(18) BUCKEYE FLOOR & CEILING LLC
(19) C & M CONTRACTING LLC
(20) CFMVR-TESCO LLC
(21) CLARK ANTHONY CONSTRUCTION LLC
(22) CLAY'S PERFORMANCE CONSTRUCTION LLC
(23) CLAY'S PERFORMANCE CONSTRUCTION LLC
(24) CLIFFORD GILLILAND CONSTRUCTION LLC
(25) CLIMATE PROS LLC
(26) COLLIER CONSTRUCTION SERVICES LLC
(27) COUNSEL CONSTRUCTION LLC
(28) D-TOWN CONVEYOR LLC
(29) D2 EXCAVATING LLC
(30) DANESSA CONSTRUCTION LLC
(31) DARANA MECHANICAL LLC
(32) DEFCON FORCE LLC
(33) DIMAR CONSTRUCTION LLC
(34) DOUBLE L MANAGEMENT LLC
(35) DREAMERS CONSTRUCTION LLC
(36) ECLIPSE COMPANY LLC
(37) ETHOSENERGY FIELD SERVICES LLC
(38) FAB TECH WASTEWATER SOLUTIONS LLC
(39) FERN EXPOSITION SERVICES LLC
(40) FINE LINE FLOORING LLC
(41) FLOORING SOLUTIONS BY K&K LLC
(42) GREAT LAKES DEMOLITION COMPANY LLC
(43) GROUND FLOOR CONTRACTORS LLC
(44) HARRIOTT CONTRACTING LLC
(45) HEAVY HIGHWAY CONSTRUCTION CO LLC
(46) HERNCO LLC
(47) HK CONCRETE LLC
(48) ICON INDUSTRIAL SERVICES LLC
(49) INCA CONSTRUCTION LLC
(50) INCA CONSTRUCTION LLC
(51) INTEGRA EXCAVATING LLC
(52) INTERIOR FINISH GROUP LLC
(53) INTERIOR PRECISION LLC
(54) JAK CONTRACTING LLC
(55) JDL WARM CONSTRUCTION LLC
(56) JM FLOORING LLC
(57) JWT & A LLC
(58) KT HOLDEN CONSTRUCTION LLC
(59) LAWLER CONSTRUCTION LLC
(60) LEFTY BROS LLC
(61) LMC MILLWRIGHT SERVICES LLC
(62) M-SQUARED LLC
(63) MCCART CONSTRUCTION LLC
(64) MCCROSSIN FOUNDATIONS LLC
(65) MCK CONSTRUCTION LLC
(66) MCT SERVICES LLC
(67) MILLWRIGHT SOLUTIONS LLC
(68) MVS SPECIALTIES LLC
(69) N & S CONSTRUCITON SERVICES LLC
(70) NEXT 150 CONSTRUCTION LLC FORMERLY GO SERVICES
(71) NEYER CONSTRUCTION LLC
(72) NORTHCOAST INSTALLATIONS LLC
(73) O'BARR CONSTRUCTION LLC
(74) OTTA INTERIOR SYSTEMS LLC
(75) OZANNE SELF PERFORMANCE LLC
(76) OZANNE SELF PERFORMANCE LLC
(77) PR INDUSTRIAL LLC
(78) PRECISION FAB MAINTENANCE LLC
(79) PRECISION FURNISHINGS LLC
(80) PRIORITY STEEL INDUSTRIAL CONTRACTING LLC
(81) PROPERTY MANAGEMENT PARTNERS LLC
(82) PULLMAN POWER LLC
(83) RBS GENERAL CONTRACTING LLC
(84) RBVETCO LLC DBA ROCKY BLEIER CONSTRUCTION GROUP
(85) ROMA DESIGNS LLC
(86) SCHIRMER CONSTRUCTION LLC
(87) SGM CONTRACTING LLC
(88) SILVER BRIDGE EXCAVATING LLC
(89) SPARKS CONSTRUCTION LLC
(90) SPECIALTY CONCRETE SERVICES LLC
(91) STERLING INDUSTRIAL LLC
(92) STRUCTSURE SCAFFOLD SOLUTIONS LLC
(93) THE SELINSKY FORCE LLC
(94) THERMAL CONTROL INSULATION LLC
(95) TNT RESOURCES LLC
(96) TONN & BLANK CONSTRUCTION LLC
(97) TURBINE PRO'S LLC
(98) TURNER INDUSTRIAL MAINTENANCE LLC
(99) VERTICAL ACCESS SOLUTIONS LLC
(100) WALTERS BUILDING COMPANY LLC
(101) WILLIAMS PLANT SERVICES LLC
(102) XTREME ELEMENTS LLC

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) 3C INDUSTRIES INC
(2) A P O'HORO COMPANY
(3) AA BOOS & SONS INC
(4) AJ CONSTRUCTION CO
(5) A1 INDUSTRIAL PAINTING INC
(6) ACOUSTIC CEILING & PARTITION CO OF OHIO INC
(7) ADVANCED ACOUSTICAL
(8) ADVANCED INDUSTRIAL SERVICES
(9) AIC CONTRACTING INC
(10) AIC INC
(11) AIRCO INDUSTRIAL CONTRACTORS
(12) AKA CONSTRUCTION MANAGEMENT
(13) ALAN STONE COMPANY INC
(14) ALBERT M HIGLEY COMPANY
(15) ALEX DOWNIE & SONS COMPANY
(16) ALTERCON CONSTRUCTION INC
(17) ALTMAN COMPANY
(18) AM DOOR AND SUPPLY CO INC
(19) AMERICAN IGLOO BUILDERS INC
(20) AMERICON INDUSTRIAL SERVICES
(21) APBN INC
(22) APPALACHIAN MECHANICAL
(23) ARATA EXPOSITIONS INC
(24) ARCHITECTURAL FLOORS OF CLEVELAND
(25) ARCHITECTURAL INTERIOR RESTORATIONS
(26) ARCHITECTURAL SIDING & TRIM
(27) ARSENAL SCAFFOLD OF PA
(28) ATLANTIC PLANT MAINTENANCE
(29) AUBURNDALE
(30) AXIS MECHANICAL GROUP INC
(31) B & E CONSTRUCTION INC
(32) B C & G WEITHMAN CONSTRUCTION CO INC
(33) B&B CONTRACTORS & DEVELOPERS
(34) B G TRUCKING & CONSTRUCTION
(35) BAKER CONCRETE CONSTRUCTION
(36) BAKER SHINDLER CONTRACTING CO
(37) BARBICAS CONSTRUCTION CO INC
(38) BARTON-MALOW COMPANY
(39) BEAVER CONSTRUCTORS INC
(40) BEAVER EXCAVATING COMPANY
(41) BECHTEL CONSTRUCTION
(42) BECHTEL CORPORATION
(43) BENCHMARK CRAFTSMEN INC
(44) BERG DRYWALL
(45) BERKEL & CO CONTRACTORS INC
(46) BERT R WITTE INC
(47) BILTMORE EXTERIORS INC
(48) BLACK & VEATCH CONSTRUCTION CO
(49) BLACK HORSE BRIDGE CONSTRUCTION INC
(50) BMWC CONSTRUCTION INC
(51) BOG CONSTRUCTION INC
(52) BOGNER CONSTRUCTION COMPANY
(53) BOLTON-PRATT COMPANY
(54) BOWEN ENGINEERING CORP
(55) BRAMSON HOUSE INC
(56) BRAYMAN CONST CORP
(57) BROCK BUILDERS INC
(58) BROCK INDUSTRIAL SERVICES (FKA ATLANTIC PLANT SER)
(59) BRUNSWICK BOWL & BILLIARD
(60) BRUNSWICK BOWL & BILLIARD
(61) BUCK RUN DOORS & HARDWARE INC
(62) BUCKEYE FIELD MAINTENANCE INC
(63) BUCKEYE MECH CONTRACTING
(64) BURKSHIRE CONSTRUCTION COMPANY
(65) C D I INC
(66) C R MEYER & SONS COMPANY
(67) CJ MAHAN CONSTRUCTION CO
(68) CAN LINES INC
(69) CANNON AND COMPANY
(70) CANTON ERECTORS INCORPORATED
(71) CANTON FLOORS INC
(72) CAPITAL CITY CASEWORK
(73) CAPITAL CITY GROUP INC
(74) CARDINAL CONTRACTING
(75) CARMICHAEL JONES CONSTRUCTION
(76) CARPENTER CONNECTION
(77) CARPENTERS FOR HIRE INC
(78) CARPENTERS LOCAL # 437
(79) CARPENTERS LOCAL #171
(80) CARPENTERS LOCAL 2
(81) CARPENTERS LOCAL 200
(82) CARPENTERS LOCAL 351
(83) CARPENTERS LOCAL NO 186
(84) CARPENTERS UNION LOCAL #373
(85) CASEWORK CONTR SERV
(86) CAST & BAKER CORPORATION
(87) CASTLE CONSTRUCTION ENTER INC
(88) CATTRELL COMPANIES INC
(89) CATTS CONSTRUCTION
(90) CDI INDUSTRIAL & MECHANICAL CONTRACTORS
(91) CECO CONCRETE CONSTR
(92) CEDAR POINT INC
(93) CENTRAL FLOORING & ACOUSTICS
(94) CENTURY CONTRACTORS INC
(95) CHAGRIN VALLEY PAVING INC
(96) CHAPMAN CORPORATION
(97) CHARLES LIPPS & SON
(98) CHEMSTEEL CONSTRUCTION CO
(99) CINCINNATI FLOOR COMPANY INC
(100) CITY RENOVATION & TRIM INC
(101) CJI CONSTRUCTION INC
(102) CLEVELAND CEMENT CONT CO
(103) CLEVELAND DOOR CONTROLS INC
(104) CMF GROUP INC
(105) COLAIANNI CONSTRUCTION
(106) COMBS INTERIOR SPECIALTIES
(107) COMMERCIAL CONTRACTING CORP
(108) COMMERCIAL FLOORING OF TOLEDO
(109) COMMERCIAL INTERIOR RESOURCES
(110) COMPETITIVE INTERIORS
(111) COMPLETE GENERAL CONSTRUCTION CO
(112) COMTE CONSTRUCTION COMPANY
(113) CONSTRUCTION SPECIALISTS OF OH
(114) COOLING TOWER SERVICE COMPANY
(115) CORNERSTONE DETENTION PRODUCTS INC
(116) CORNERSTONE INTERIORS INC
(117) CORPORATE FLOORS INC
(118) COUSIN CONSTRUCTION
(119) CPR CONSTRUCTION
(120) CRAWFORD CONSTRUCTION COMPANY
(121) CREATIVE CONSULTING & CONST
(122) CUSTOM FABRICATORS
(123) CUSTOM INTERIORS & ACOUSTICS
(124) CUSTOM PRECISE
(125) CZARNOWSKI DISPLAY SERVICE
(126) D & G FOCHT CONSTRUCTION CO
(127) D & J STRUCTURAL CONTR INC
(128) D2 DODSON CONSTRUCTION
(129) DAN TAYLOR INSTALLATIONS INC
(130) DANIEL A TERRERI & SONS INC
(131) DAVID BRUNEMANN CONSTRUCTION
(132) DAVID R SMITH CONST CO INC
(133) DAVIS INTERNATIONAL INC
(134) DAVIS PICKERING & CO INC
(135) DAY & ZIMMERMANN NPS INC
(136) DEARBORN MID-WEST CONVEYOR CO
(137) DEBRA-KUEMPEL
(138) DECERBO CONSTRUCTION INC
(139) DECLAN CONSTRUCTION CO
(140) DELAWARE BUILDERS INC
(141) DELAWARE BUILDING SYSTEMS INC
(142) DELLAGNESE CONSTRUCTION CO
(143) DELVENTHAL CO
(144) DESALVO CONSTRUCTION CO INC
(145) DESIGNER ACCENTS & INTERIORS
(146) DIAMOND STEEL CONSTR YOUNGS
(147) DIAZ CONSTRUCTION INC
(148) DIESEL DRILLING CORP
(149) DISTEL CONSTRUCTION INC
(150) DITOMMASO & SON CONST INC
(151) DKM CONSTRUCTION
(152) DM DRYWALL OF OHIO INC
(153) DONALD R BORG CONSTRUCTION
(154) DONLEY'S INC
(155) DORAL CORPORATION
(156) DOUBLE Z CONSTR CO
(157) DOVER CABINET INDUSTRIES INC
(158) DOWNING CONSTRUCTION CO INC
(159) DR DRYWALL
(160) DRAKE CONSTRUCTION COMPANY
(161) DTJ ENTERPRISES INC
(162) DUGGAN AND MARCON INC
(163) DUGGAN CONTRACTING CORP
(164) DUNBAR MECHANICAL INC
(165) DUNLOP & JOHNSTON INC
(166) E S WAGNER COMPANY
(167) EAGLE BRIDGE
(168) EARLY CONSTRUCTION COMPANY
(169) EASLEY & RIVERS INC
(170) ELFORD INCORPORATED
(171) ENDURO TECHNICAL SERVICES OF NORTH AMERICA INC
(172) ENERFAB POWER & INDUSTRIAL INC
(173) EPIC INTERIORS INC
(174) EPIC INTERIORS INC
(175) ERECTALL CORP
(176) ESW PLANT SERVICES
(177) EVOL LTD AND DCI A JOINT VENTURE
(178) FABRIZI RECYCLING INC
(179) FAITH MILLWRIGHT & RIGGING
(180) FARNHAM EQUIPMENT COMPANY
(181) FAZIO MECHANICAL SERVICES INC
(182) FENTON RIGGING COMPANY
(183) FESSLER & BOWMAN INC
(184) FLATS CONSTRUCTION
(185) FLOOR SOURCES INC
(186) FLOORING SPECIALTIESFNOVAK
(187) FLOORSTILES INC
(188) FLOR LANDAVERDE DRYWALL
(189) FLUOR CONSTRUCTORS INTL INC
(190) FM SYLVAN INC
(191) FMS CONSTRUCTION
(192) FOREST CITY ERECTORS INC
(193) FORT STEUBEN MAINT INC
(194) FRED CHRISTEN & SONS COMPANY
(195) FRED OLIVIERI CONSTRUCTION CO
(196) FREEMAN EXPOSITIONS INC
(197) FRYE MECHANICAL INC
(198) G & M CONSTRUCTION INC
(199) G STEPHENS INC
(200) GARCO CONSTRUCTION INC
(201) GARDNER INC
(202) GATEWAY CONCRETE FORMING SERVICES INC
(203) GATEWAY CONSTRUCTION
(204) GEIGER BROS MACH CONTR INC
(205) GEM INC
(206) GENESYS INDUSTRIAL CORP
(207) GEORGE GRADEL COMPANY
(208) GEORGE J IGEL COMPANY INC
(209) GES GLOBAL EXPERIENCE SPECIALISTS INC
(210) GF INSTALLATIONS
(211) GHP INTERIORS
(212) GIORGI COMMERCIAL CONTRACTING
(213) GIORGI INTERIOR SYSTEMS INC
(214) GLASROCK PRODUCTSOAK MOUNTAIN INDUSTRIES
(215) GLEESON CONSTRUCTION INC
(216) GLENN'S TILE & CARPET
(217) GLOBAL SCAFFOLD CONSTRUCTION SERVICES
(218) GLOBAL WRAP ENVIRNOMENTEL CONTAINMENTS INC
(219) GOR-CON CONSTRUCTION INC
(220) GRACO CONCRETE INC
(221) GRAE-CON CONSTRUCTION INC
(222) GRAHAM INDUSTRIAL MAINTENANCE INC
(223) GRAYCOR INDUST CONSTR
(224) GREAT LAKES CONSTR CO
(225) GREENSPACE CONSTRUCTION
(226) GRIBBINS INSULATION
(227) GRIFFIN INDUSTRIAL CONTRACTING COMPANY INC
(228) GROUT SYSTEMS INC
(229) HALKER DRYWALL
(230) HAMILTON CONTRACTING
(231) HAMMOND CONSTRUCTION INC
(232) HANKS PLUMBING AND HEAT
(233) HARDMAN CONSTRUCTION INC
(234) HARMON CONSTRUCTION INC
(235) HARRIS INDUSTRIAL SERVICES
(236) HATHAWAY INC
(237) HAYES DRILLING INC
(238) HEAVY GAUGE CONSTRUCTION
(239) HEIN CONSTRUCTION INC
(240) HEMMINGER CONSTRUCTION COMPANY
(241) HIVELY CONSTRUCTION CO INC
(242) HOBAN FLOOR COVERING INC
(243) HORTON CONSTRUCTION TEAM INC
(244) HUDSON CONSTRUCTION INC
(245) HUFFMAN EQUIP RENTAL CO INC
(246) I-MASTER CORP
(247) INDEPENDENCE EXCAVATING INC
(248) INDUSTRIAL RESOURCING GROUP
(249) INFINITY CONSTRUCTION CO INC
(250) INNOVATIVE BUILDING SERVICES
(251) INNOVATIVE INTERIOR CONSTRUCT
(252) INSULATED PANEL COMPANY
(253) INTEGRITY SPECIALTY CONTRACTORS
(254) INTEGRITY WALL & CEILING
(255) INTERIOR INSTALLATION SERVICES
(256) INTERNATIONAL INDUSTRIAL CONTR
(257) INTERNATIONAL INTERIORS INC
(258) IPS - INDUSTRIAL POWER SYSTEMS
(259) J & B ACOUSTICAL INC
(260) J & H REINFORCING & STRUCTURAL ERECTORS INC
(261) J & J GENERAL MAINTENANCE INC
(262) J C SHARP CORPORATION
(263) J POLI INC
(264) JD WILLIAMSON CONSTR INC
(265) JAAM CONCRETE CONSTRUCTION INC
(266) JADCO CONSTRUCTION SERVICES
(267) JAMES HUNT CONSTRUCTION CO
(268) JAMES WHITE CONSTRUCTION
(269) JARVIS DOWNING & EMCH INC
(270) JIM SANTINI BUILDERS
(271) JL KUCK GENERAL CONTRACTORS
(272) JLA FLOORS INC
(273) JLJI ENTERPRISES INC16875C
(274) JOHN G JOHNSON CONSTR CO
(275) JOYCE INTERIORS LTD
(276) JOYCE INTERIORS LTD
(277) JP CULLEN
(278) JPI - J POLI INC
(279) J-PRO EVENT MANAGEMENT
(280) JTC CONTRACTING INC
(281) JUST SEATS INC
(282) K & K SPECIALTIES INC
(283) KCI INC
(284) KELLEY STEEL ERECTORS INC
(285) KENCO CONSTRUCTION
(286) KENMORE CONSTRUCTION COMPANY
(287) KEWAUNEE SCIENTIFIC EQUIP CORP
(288) KEY GENERAL CONTRACTORS INC
(289) KIEWIT POWER CONSTRUCTORS CO
(290) KINGS ISLAND
(291) KIRILA CONTRACTOR INC
(292) KIRK BROTHERS COMPANY
(293) KIRK ERECTORS
(294) KIRKPATRICK & SONS
(295) KISLEY ENTERPRISES
(296) KOKOSING CONSTRUCTION CO INC
(297) KOKOSING INDUSTRIAL INC
(298) KRIEGHOFF-LENAWEE COMPANY
(299) KRISCRETE CONTRACTING INC
(300) KRUMROY-COZAD CONSTRUCTION COR
(301) LABORATORY CASEWORK INC
(302) LAKESIDE INTERIOR CONTRACTORS INC
(303) LANCASTER MANG SERVICES INC
(304) LANE & CARLSON MAC SERVICE
(305) LEE MACHINERY MOVERS INC
(306) LEGEND INTERIOR CONSTRUCTION
(307) LEIDEN CABINET COMPANY
(308) LESCO DESIGN & MFG CO INC
(309) LEWS CONSTRUCTION INC
(310) LILJA CORPORATION
(311) LM CONSTRUCTION INC
(312) LOCKHART CONCRETE CO
(313) LOU RITENOUR DECORATORS INC
(314) LOVE LIKE CRAZY FLOORING
(315) MW HOLMES CONSTRUCTION INC
(316) MACY'S EXPENSE PAYABLE DEPT
(317) MADERITZ CONCRETE INC
(318) MAGNUM MANAGEMENT CORP
(319) MAK ASSOCIATES OF OHIO INC
(320) MARIUCCI & ASSOCIATES
(321) MARK DUFFY COMMERCIAL DIVING
(322) MAROUS BRO CONSTRUCTION INC
(323) MARUCCI & GAFFNEY EXC
(324) MASCARO CONSTRUCTION
(325) MASON CEMENT SERVICES
(326) MASTERPIECE PAINTING CO INC
(327) MATT CONSTRUCTION SERVICES INC
(328) MCCARL'S INC
(329) MCCARTHY BUILDING CO INC
(330) MCCOOL PLASTER & DRYWALL INC
(331) MCCOY CONSTRUCTION PRODUCTS INC
(332) MCGRAWKOKOSING INC
(333) MCMEECHAN CONSTRUCTION INC
(334) MCROYAL INDUSTRIES INC
(335) MECHANICAL CONSTRUCTION CO
(336) MERIDIAN CONSTRUCTION SERVICES
(337) MESSINA FLOOR COVERING INC
(338) MICHELS CONSTRUCTION INC
(339) MIDDENDORF NIEHOFF CONTRACTORS
(340) MIDEAST MACHINERY MOVERS
(341) MI-DE-CON INC
(342) MIDLAND CONTRACTING INC
(343) MIDWEST CONTRACTING INC
(344) MIDWEST MACHINERY COMPANY
(345) MIKE COATES CONSTRUCTION CO INC
(346) MILLER BROS CONSTRUCTION INC
(347) MILLER YOUNT PAVING
(348) MILLER'S HEATING & COOLING
(349) MILLWRIGHT INDUSTRIAL SERVICES
(350) MILLWRIGHTPILEDRIVERS LU 1090
(351) MMC CONTRACTORS NATIONAL INC
(352) MODERN DAY CONCRETE CONSTR
(353) MONARCH CONSTRUCTION COMPANY
(354) MORRISON CONSTRUCTION CO
(355) MOSSER CONSTRUCTION
(356) MR DAVID'S FLOORING INTERNATIONAL LTD
(357) MULTI-STATE INDUSTRIAL CONTRACTORS INC
(358) MURPHY CONTRACTING CO
(359) MYERS MACHINERY MOVERS INC
(360) NS CORPORATION
(361) NATIVE CONSTRUCTION
(362) NEIGHBORGALL CONSTRUCTION
(363) NERONE & SONS INC
(364) NET QUEST SERVICES INC
(365) NEWELL MACHINERY CO INC
(366) NEXT GENERATION CONSTRUCTION
(367) NICHOLSON CONSTR CO
(368) NITRO ELECTRIC COMPANY INC
(369) NKC CONVEYOR INSTALL CO INC
(370) NORMAN ECKINGER
(371) NORRIS BROTHERS COMPANY INC
(372) NORTH AMERICA KELLER
(373) NORTH AMERICAN CEMENT CO INC
(374) NORTH COAST CONCRETE INC
(375) NORTHEAST INTERIOR SYSTEMS INC DBA NEIS COLLECTI
(376) NORTHERN INTERIORS LTD
(377) NORTHSTAR CONTRACTING INC
(378) NRC INC
(379) NSC INC
(380) NYMAN CONSTRUCTION COMPANY
(381) OBERLIN COLLEGE
(382) OCP CONTRACTORS INC
(383) OHIO BRIDGE CORPORATION
(384) OHIO BRIDGE STRIPPING INC
(385) OHIO STRUCTURE
(386) OHIO-WEST VIRGINIA EXCAV
(387) OK INTERIORS CORP
(388) ONEX CONSTRUCTION INC
(389) OPPENHEIM CONSTRUCTION CO INC
(390) ORBIT SHEET METAL & MILLWRIGHT SERVICES INC
(391) OWENS FLOORING COMPANY
(392) PALA CONSTRUCTION CORPORATION
(393) PANZICA CONSTRUCTION COMPANY
(394) PARILLO BUILDERS INC
(395) PARKER CORPORATION
(396) PARKS DRILLING COMPANY
(397) PARKWAY GENERAL CONTR INC
(398) PARSONS CONCRETE CONTRACTORS INC
(399) PATELLA CARPET & TILE CENTER
(400) PATRINOS PAINTING
(401) PATRIOT CONSTRUCTION SERVICES
(402) PB FABRICATION & MECHAN CONTR
(403) PC CONTRACTING INC
(404) PDM CONSTRUCTORS INC
(405) PENNSYLVAINA ROOFING SYSTEMS INC
(406) PERFORMANCE CONSTRUCTION COMPANY
(407) PERFORMANCE CONTRACTING INC
(408) PERFORMANCE CONTRACTING INC
(409) PERK COMPANY
(410) PERKINSCARMACK CONSTRUCTION
(411) PETERSON CONSTRUCTION CO
(412) PETERSON INDUSTRIAL
(413) PETROSKY BROTHERS CONST INC
(414) PHOENIX CEMENT INC
(415) PIERCE CONSTRUCTION
(416) PIONEER PIPE INC
(417) PIQUA STEEL CO
(418) PLATFORM CEMENT INC
(419) POELKING CARPENTRY CORPORATION
(420) PRECISION COOLING TOWERS
(421) PRECISION ENVIRONMENTAL
(422) PRECISION INSTALLATIONS INC
(423) PRESTIGE INTERIORS
(424) PRO SERVICES INC
(425) PROCESS SOLUTIONS AND SERVICES
(426) PROCRAFT FLOORING INC
(427) PROTECTIVE COATINGS INC
(428) PROVENZALE CONSTR CO INC
(429) PULLMAN SST INC
(430) PULVERIZER MAINTENANCE AND REPAIR INC
(431) PUMMELL CONSTRUCTION SERVICES
(432) R & I CONSTRUCTION INC
(433) R & S CEMENT
(434) R & W FIXTURE SERVICING CO
(435) R G SMITH COMPANY INC
(436) R G SMITH OF DOVER #3
(437) R G SMITH OF MANSFIELD #4
(438) R J BEISCHEL BUILDING CO
(439) RA JOSEPH CONSTRUCTION INC
(440) RC CONSTRUCTION CO & SON INC
(441) RG CONSTRUCTION SERVICES INC
(442) R2K CONTRACTING INC
(443) RAM ACOUSTICAL CORP
(444) RAY MC CREARY CONSTRUCTION
(445) REGENCY CONSTR SERVICES INC
(446) RENAISSANCE MANAGEMENT
(447) RGI INTERNATIONAL - DBA GFAB
(448) RICHARD GOETTLE INC
(449) RIEN CONSTRUCTION COMPANY
(450) RIVERSIDE CONSTRUCTION SERVICES
(451) RL HILL MANAGEMENT
(452) RMF NOOTER INC
(453) ROBERTS SERVICE GROUP
(454) ROCKY RIDGE CONSTRUCTION
(455) ROGERS DISPLAY INC
(456) RUDOLPH LIBBE
(457) RUHLIN COMPANY
(458) RUHLIN SHELLY & SANDS AKRON BELTWAY JV
(459) RUHLINGREAT LAKES SR8 JOINT VENTURE
(460) RUSSELL CONSTRUCTION CO
(461) RUSSELL FLOORING COMPANY
(462) RYAN CARPET SALES & SERVICE
(463) RYCON CONSTRUCTION
(464) S & B FLOOR COVERING
(465) S & J FORD CONSTRUCTION
(466) S & S DUMP & DIG INC
(467) S & S INTERIORS INC
(468) ST COTTER TURBINE SERVICES
(469) SAF INC
(470) SAUER GROUP INC
(471) SCAFFOLD DESIGN & ERECTION CO INC
(472) SCHALK BROTHERS INC
(473) SCHLEIS FLOOR COVERING
(474) SCHNABEL FOUNDATION COMPANY
(475) SCHUMACHER DUGAN CONST C
(476) SCS CONSTRUCTION SERVICES
(477) SEASON CONTRACTORS INC
(478) SHARON CONSTRUCTION MANGMT
(479) SHELLY & SANDS INC
(480) SHOOK CONSTRUCTION CO
(481) SIELER CONSTRUCTION INC
(482) SIEMENS GENERATION SERVICES DBA SIEMENS ENERGY GE
(483) SIGMAN CLADDING INC
(484) SIMAKAS COMPANY INC
(485) SIMMONS BROTHERS CORPORATION
(486) SIWEK CONSTRUCTION COMPANY
(487) SKEENS EXCAVATING INC
(488) SKILLED TRADES SERVICES
(489) SMITH CONSTRUCTION GROUP
(490) SMOOT CONSTRUCTION
(491) SOLID PLATFORMS INC
(492) SPI PROPERTIES
(493) SPIEKER COMPANY
(494) SPORT FLOORS INC
(495) SRD BUILDERS CORPORATION
(496) SSCC INC
(497) SSSI INC DBA SONGER STEEL
(498) STANDARD CONTRACTING & ENGRG
(499) STANLEY MILLER CONSTRUCTION CO
(500) STATE GROUP INDUSTRIAL USA LTD
(501) STEDMAN FLOOR COMPANY
(502) STETSON CONVENTION SERVICES
(503) STEVENS ENGINEERS & CONSTRUCT
(504) STEWART CONSTRUCTION INC
(505) STEWART FLOORING
(506) STITLE CONSTRUCTION CORP
(507) STRAIGHTLINE INTERIORS
(508) STRAIT-LINE CONSTRUCTION INC
(509) STRANO CONSTRUCTION
(510) STUDEBAKER ELECTRIC IN
(511) STUDER-OBRINGER INC
(512) STUMPF CONSTRUCTION INC
(513) SUBURBAN MAINTENANCE & CONST
(514) SUMMIT INTERIOR CONSTR INC
(515) T & D INTERIORS
(516) T & D QUALITY FLOORING
(517) T ALLEN INC
(518) TOS CONSTRUCTION
(519) TAYLOR BROS CONST CO INC
(520) TEEMOK CONSTRUCTION INC
(521) TESAR INDUSTRIAL CONTRACTORS
(522) THALLE CONSTRUCTION CO
(523) THE BOLDT COMPANY
(524) THE COMPANY INC
(525) THE DOTSON COMPANY INC
(526) THE JOSEPH A JEFFRIES CO INC
(527) THE LATHROP COMPANY
(528) THE SCHAEFER GROUP INC
(529) THOMARIOS
(530) THOMAS CONSTRUCTION INC
(531) TITAN MECHANICAL INC
(532) TOBER BUILDING COMPANY
(533) TOLEDO CAISSON CORP
(534) TRAICHAL CONSTRUCTION COMPANY
(535) TRI K CONSTRUCTION
(536) TRI STATE INDUSTRIAL FLOORS INC
(537) TRI-AMERICA CONTRACTORS INC
(538) TRICROSSING INSTALLATION SERVICES
(539) TRI-K CONSTRUCTION INC
(540) TRI-STATE INSTALLATION
(541) TRI-STATE INTERIORS LTD
(542) TRITON CONSTRUCTION
(543) TSG INTERIORS
(544) TURNER CONSTRUCTION
(545) TUTTLE CONSTRUCTION INC
(546) UBC NATIONAL JOB CORP TRAINING FUND INC
(547) UNION INDUSTRIAL CONTRACTORS
(548) UNITED BROTHERHOOD OF CAR
(549) UNITED CONSTRUCTION CO INC
(550) UNITED CONTRACTORS OF NE OHIO
(551) UNITED FLOORING INC
(552) UNITED GLASS & PANEL SYSTEMS
(553) UNIVERSAL CONTRACTING IN
(554) UNIVERSAL INSTALLATIONS PLUS
(555) UNIVERSAL PLANT SERVICES
(556) UPLAND MANAGEMENT SERVICE
(557) US SHRINK WRAP INC
(558) USA ROOFING INC
(559) VALLEY ACOUSTICS INC
(560) VALLEY INTERIORS SYSTEMS
(561) VAN TASSEL CONSTRUCTION CORP
(562) VASTA CONSTRUCTION CO INC
(563) VEC INC
(564) VENDRICK CONSTRUCTION INC
(565) VERNON NAGEL INC
(566) VMI GROUP INC
(567) VOLKER & ASSOCIATES
(568) W E DOWNIE COMPANY
(569) W F JOHNSTON CONSTR INC
(570) WB BECHERER INC
(571) WAI CONSTRUCTION GROUP
(572) WALSH CONSTRUCTION CO OF ILL
(573) WARREN CITY SCHOOLS
(574) WATER WORKS CONSTRUCTION
(575) WEIFFENBACH MARBLE & TILE CO
(576) WEIGAND CONSTR CO INC
(577) WEITZ INDUSTRIAL
(578) WELTY BUILDING CO LTD
(579) WENGER CORPORATION
(580) WES MARTIN INTERIORS INC
(581) WESTERN INDUSTRIAL CONTRACTORS
(582) WESTERN PARTITIONS INC
(583) WESTERN RESERVE INTERIORS
(584) WILLIAMS BROTHERS BLDRS INC
(585) WISE CONSTRUCTION CO INC
(586) WIZ TECH INC
(587) WM J SHAFFER ASSOC INC
(588) WOJCIECHOWSKI CONSTRUCTION INC
(589) WOODS CONSTRUCTION INC
(590) WORLEY INDUSTRIAL SERVICES
(591) YOUR TILE CENTER INC
(592) ZSR CONTRACTING AND RESTORATION

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) OHIO & VICINITY CARPENTERS' FRINGE BENEFITS FUNDS INC	Q
(2) OHIO & VICINITY CARPENTERS' FRINGE BENEFITS FUNDS INC	N
(3) OHIO CARPENTERS' ANNUITY PLAN	N
(4) OHIO CARPENTERS' PENSION PLAN	N
(5) OHIO & VICINITY CARPENTERS' FRINGE BENEFITS FUNDS INC	O
(6) OHIO CARPENTERS' PENSION PLAN	Q

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN COVERING (CONTINUED ON SCHEDULE O)ELIGIBLE MEMBERS OF VARIOUS LOCAL UNIONS OF THE OHIO AND VICINITY REGIONAL COUNCIL OF CARPENTERS, PRIMARILY IN OHIO, WHICH WAS MERGED INTO THE INDIANA/KENTUCKY REGIONAL COUNCIL OF CARPENTERS. THE PLAN PROVIDES HEALTH, VACATION, DENTAL, VISION, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ITS MEMBERS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	22
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	147,472,274	154,514,619
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,123,897	3,917,519
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	150,596,171	158,432,138
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	133,528,920	136,455,470
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	13,768,919	11,214,089
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	147,297,839	147,669,559
19	Revenue less expenses. Subtract line 18 from line 12.......	3,298,332	10,762,579
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	162,421,504	171,432,232
21	Total liabilities (Part X, line 26).............	7,589,168	4,966,696
22	Net assets or fund balances. Subtract line 21 from line 20.....	154,832,336	166,465,536

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 147,669,559 including grants of $ ) (Revenue $ 154,514,619 )
	THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN COVERING ELIGIBLE MEMBERS OF VARIOUS LOCAL UNIONS OF THE OHIO AND VICINITY REGIONAL COUNCIL OF CARPENTERS, PRIMARILY IN OHIO, WHICH WAS MERGED INTO THE INDIANA/KENTUCKY REGIONAL COUNCIL OF CARPENTERS. THE PLAN PROVIDES HEALTH, VACATION, DENTAL, VISION, PRESCRIPTION DRUG, AND DEATH BENEFITS TO APPROXIMATELY 12,000 MEMBERS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses147,669,559

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MARK LICHTY........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(19) ART LINDROSE........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(20) TIM LINVILLE........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(21) JAMES MELARAGNO........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(22) TRAMPUS PUCKETT........................................................................ TRUSTEE 4/24	1.00 .......................	X		0	0	0
(23) KEVIN REILLY........................................................................ CHAIRMAN 5/23-4/24, SECRETARY 4/24	1.00 .......................	X	X	0	0	0
(24) DAN SIVERTSON........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(25) CLARK TOWNSEND........................................................................ TRUSTEE	1.00 .......................	X		0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	1,247,252	796,653

(A) Name and business address	(B) Description of services	(C) Compensation
BENESYS 6100 OAK TREE BLVD 190 CLEVELAND,OH44131	ADMINISTRATIVE AND IT SERVICES	892,830
UNITED ACTUARIAL SERVICES INC 11590 N MERIDIAN ST 610 CARMEL,IN46032	ACTUARIAL	154,500



2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 2

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYERS' CONTRIBUTIONS	900099	142,014,346	142,014,346
b	PARTICIPANTS' CONTRIB	900099	18,826,917	18,826,917
c	LESS: RECIPROCITY TRANS	900099	-6,326,644	-6,326,644
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		154,514,619

3 Investment income (including dividends, interest, and othersimilar amounts) ......			5,280,991			5,280,991
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	52,891,664
b	Less: cost or other basis and sales expenses	7b	54,255,136
c	Gain or (loss)	7c	-1,363,472
d	Net gain or (loss).........			-1,363,472			-1,363,472
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			158,432,138	154,514,619	0	3,917,519

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	136,455,470
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	128,419
c	Accounting ...........	42,375
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	208,641
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,140,895
12	Advertising and promotion ....
13	Office expenses .......	495,691
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	14,635
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	80,969
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MED NET & REPRICING FEE	6,803,107
b	STOP LOSS INS PREMIUMS	1,318,844
c	PREMS FOR LIFE & AD&D	606,716
d	COLLECTION EXPENSE	274,988
e	All other expenses	98,809
25	Total functional expenses. Add lines 1 through 24e	147,669,559
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		6,943,078	1	10,359,764
2	Savings and temporary cash investments .........		15,902,754	2	14,355,402
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		17,516,116	4	21,826,353
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		474,022	9	72,276
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		120,103,534	11	123,336,437
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		1,482,000	15	1,482,000
16	Total assets. Add lines 1 through 15 (must equal line 33)...		162,421,504	16	171,432,232

17	Accounts payable and accrued expenses .....	5,679,375	17	3,733,994
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,909,793	25	1,232,702
26	Total liabilities. Add lines 17 through 25..	7,589,168	26	4,966,696

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	154,832,336	27	166,465,536
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	154,832,336	32	166,465,536
33	Total liabilities and net assets/fund balances ........	162,421,504	33	171,432,232