Mission
THE UNION BENEFITS TRUST OFFERS DENTAL, VISION, LIFE AND OTHER DESIGNATED BENEFITS TO STATE OF OHIO BARGAINING UNIT EMPLOYEES AND THEIR DEPENDENTS.
Public Charity
UNION BENEFITS TRUST
Based in WESTERVILLE, OH, UNION BENEFITS TRUST operates as a Public Charity. The organization reported $34.4M in revenue, $32.1M in expenses, $36.6M in total assets for fiscal year 2025.
EIN: 316471095
WESTERVILLE, OH
Latest filing: 2025
Total Revenue$34.4M
Total Expenses$32.1M
Total Assets$36.6M
Grant Records0
Filing Years2020–2025
Where $100 goes at Union Benefits Trust
How Union Benefits Trust divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$97
Programs
the work itself
$3
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $97 for programs
$97
Union benefit trust was established for the benefit of eligible employees to provide for certain dental, vision, life insurance and other benefits
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
DIRECTOR
Angela Harrington
FINANCIAL SE
Barbara Montgomery
TRUSTEE
Christopher Buccieri
CHAIR
Christopher Mabe
VICE CHAIR
Gerald Jolly
TRUSTEE
Jason Underhill
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $34.4M | $32.1M | $36.6M |
| 2024 | $32.9M | $31.1M | $34.0M |
| 2023 | $32.5M | $31.8M | $31.0M |
| 2021 | $37.3M | $33.5M | $31.2M |
| 2020 | $36.6M | $30.7M | $27.3M |
Between 2020 and 2025, reported annual revenue declined from $36.6M to $34.4M (-6%), with total assets most recently reported at $36.6M.
Interactive year-over-year charts and full filing details available with membership.