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Wholesalers Group Life and Health Benefit Plan Trust

501(c)
DBA: % RICHARD W SCHWARTZ
Other · MORAINE, OH · EIN 31-1371093

About

Provision of health and welfare benefits to plan participants

In care of Richard W Schwartz

Donations are NOT tax-deductible
Category
Other
Employees
0
Volunteers
0

Financial Snapshot

FY ending 2022-12-31
Revenue
$60.6M
Expenses
$56.3M
Assets
$12.4M
Liabilities
$967K

Financial history

$60.6M$30.3M$0
16171819202122
RevenueExpenses
Latest FY2022: $60.6M · Avg: $43.8M
WHOLESALERS GROUP LIFE AND HEALTH BENEFIT PLAN TRUST
Your actions

Address

3110 Kettering BLVD
Moraine, OH, 45439-192

Governance

Voting board members4
Independent members1
Conflict-of-interest policyNo
Whistleblower policyNo
Doc-retention policyNo
Audit committeeYes
990 reviewed by boardYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.