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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Union Benefits Trust

Union Benefits Trust

Fiscal year ending 2021. Filed on October 14, 2021.

390 Worthington Road Ste Ste B
Suite A
Westerville, Ohio 43082

Union Benefits Trust (EIN: 31-6471095) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2021 IRS Form 990 filing, Union Benefits Trust, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 2 employees. Among the employees shown here, the average compensation is $127,264. The highest compensated employee at Union Benefits Trust is Kelly Phillips with fiscal year 2021 compensation of $127,264.

Revenue, expenses, and employee compensation

Revenue

$37,332,053

Expenses

$33,548,933

Employee compensation

$574,592
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Kelly Phillips
Staff
$127,264
$0 $127,264 No other comp
Bruce Rice
Staff
$0

Benchmark Employee Compensation

Non-Employee Board Members

Chris Mabe
Chair
$63,164
$0 $63,164 No other comp
Kathleen Gersper
Treasurer
$6,000
$0 $6,000 No other comp
Gerald Jolly
Vice Chair
$6,000
$0 $6,000 No other comp
Charlie Williamson
Trustee
$1,455
$0 $1,455 No other comp
Jason Underhill
Trustee
$1,032
$0 $1,032 No other comp
Dominic Marsano
Trustee
No compensation reported
Barbara Montgomery
Secretary
No compensation reported
Elaine Silveira
Trustee
No compensation reported
Kate Nicholson
Trustee
No compensation reported
David Dobbins
Trustee
No compensation reported
Mary J Stuckert
Trustee
No compensation reported

Mission Statement

THE UNION BENEFITS TRUST OFFERS DENTAL, VISION, LIFE AND OTHER DESIGNATED BENEFITS TO STATE OF OHIO BARGAINING UNIT EMPLOYEES AND THEIR DEPENDENTS.

Revisions to this organization profile

October 27, 2025:
2025 Union Benefits Trust 990 filed
October 29, 2024:
2024 Union Benefits Trust 990 filed
November 15, 2023:
2023 Union Benefits Trust 990 filed

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