2026-03-02T10:09:13-06:00 2025-04-30 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-05-01 266343700 TOLEDO CLINIC WELFARE BENEFIT PLAN TOLE 4194733561 4235 SECOR ROAD TOLEDO OH 43623 CHARLES KOPITKE TRUSTEE 4194733561 2026-02-27 1 1 HEIDI FERGUSON P00410007 4197942000 2026-02-26 2024 2025-03-06 01:10:19Z CHARLES KOPITKE 4235 SECOR ROAD TOLEDO OH 43623 12003167 0 X N/A X 2008 OH SEE SCHEDULE O.TOLEDO CLINIC WELFARE BENEFIT PLAN TRUST IS USED FOR EMPLOYEE AND EMPLOYER HEALTH CONTRIBUTIONS WHICH ARE THEN USED FOR THE PAYMENT OF MEDICAL PAYMENTS INCLUDING PRESCRIPTIONS TO EMPLOYEES WHO ELECT HEALTH INSURANCE. 1 0 0 0 171814 160007 0 0 8679110 9971329 189659 171814 0 0 8868769 10143143 0 0 9432438 9417619 0 0 0 0 0 1697792 1268939 11130230 10686558 -2261461 -543415 4566394 4087706 0 0 4566394 4087706 N/A 0 0 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X CHARLES KOPITKE 4194733561 4235 SECOR ROAD TOLEDO OH 43623 CHARLES KOPITKE TRUSTEE 2.00 48.00 X 10230 245512 61736 10230 245512 61736 0 0 1 0 MEDICAL MUTUAL 3737 W SYLVANIA AVE TOLEDO OH 43623 ASO PROCESSOR FEES 348438 1 PLAN CONTRIBUTIONS 525100 9971329 9971329 9971329 143759 143759 1888079 1860024 28055 28055 28055 10143143 9971329 171814 0 9417619 107807 348438 754831 UBIT 57863 10686558 2137968 2598315 2428426 1489391 4566394 4087706 0 0 X 4566394 4087706 0 0 0 0 4566394 4087706 4566394 4087706 -543415 64727 0 X 0 1 X 1 0 0 TREASURY NOTES MATURING >1 YR 1489391 F 1489391 X 10866508 64727 658638 723365 10143143 0 10143143 11345196 658638 658638 10686558 0 10686558 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RECORDED OUTSIDE OF THE TRUST 658,638. PART XII, LINE 2D - OTHER ADJUSTMENTS: CLAIMS PAID OUTSIDE OF THE TRUST 658,638. X 0 0 X 0 1 0 CHARLES KOPITKE TRUSTEE 10010 240232 220 5280 0 0 1017 24414 1452 34853 12699 304779 0 0 PART I, LINE 1A IN ACCORDANCE WITH IRS RULES, DISABILITY, GROUP TERM LIFE, ETC. HAVE BEEN GROSSED UP FOR THE APPLICABLE TAXES. PART I, LINE 1B PERFORMED IN ACCORDANCE WITH IRS MANDATES. PART I, LINE 4B CHARLES KOPITKE: AMOUNT INCLUDED IN PENSION FORM 990, PART VI, SECTION A, LINE 8A THE ORGANIZATION DOES NOT CONTEMPORANEOUSLY DOCUMENT MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN SINCE THE GOVERNING BODY CONSISTS OF ONLY ONE TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT MAINTAIN COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS REVIEWED IN DRAFT FORM BEFORE BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. TOLEDO CLINIC INC 4235 SECOR ROAD TOLEDO OH 43623 340936207 MEDICAL SERVICE OH N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TOLEDO CLINIC INC C 7541173 AUDITED FINANCIALS TOLEDO CLINIC INC O 304779 ACTUAL COST PER PAYROLL