2024-11-15T15:48:59-06:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 316041107 HEARTLAND HEALTH & WELLNESS FUND HEAR 9376651900 7250 POE AVENUE 300 DAYTON OH 45414 HENRY TAYLOR CHAIRPERSON 9376651900 2024-11-15 1 0 BRIDGETTE MUGGE P00671418 2627549400 2024-11-15 2023 2024-10-15 13:58:12Z HENRY TAYLOR 7250 POE AVENUE 300 DAYTON OH 45414 330278494 0 X WWW.HEARTLANDWELLNESSFUND.COM X EMPLOYEE BENEFIT PLAN 1957 OH THE PLAN PROVIDES MEDICAL, DENTAL, AND LIFE BENEFITS TO ITS MEMBERS AND DEPENDENTS. 15 8 71 0 0 0 0 0 307542568 328217628 -1005441 1255907 600811 804692 307137938 330278227 0 0 286107642 309675091 4022439 2807926 0 0 0 16512655 23220415 306642736 335703432 495202 -5425205 47418134 52712898 35997329 46395745 11420805 6317153 TO PROVIDE FOR A UNIFORM HEALTH AND WELFARE PROGRAM FOR EMPLOYEES EMPLOYED UNDER CERTAIN COLLECTIVE BARGAINING AGREEMENTS. 0 0 THE PLAN PROVIDES ACCIDENT, HEALTH, VISION, PRESCRIPTION, DENTAL, LIFE, AND DEATH BENEFITS TO ITS MEMBERS AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 40 0 71 1 0 0 0 0 0 0 0 0 X 15 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KATY GOZALKA 9376651900 7250 POE AVENUE SUITE 300 DAYTON OH 45414 KEVIN GARVEY TRUSTEE 1.00 40.00 X 0 314403 37354 BRYON O'NEAL ALTERNATE TRUSTEE 1.00 40.00 X 0 283982 43983 RANDY QUICKEL CHAIRMAN 1.00 40.00 X X 0 276625 27186 MARK FEDERICI TRUSTEE 1.00 X 0 0 0 HENRY TAYLOR SECRETARY 1.00 X X 0 0 0 TRACY BARTAK TRUSTEE 1.00 X 0 0 0 ROB FRANCIN TRUSTEE 1.00 X 0 0 0 STEVE YANCEY TRUSTEE 1.00 X 0 0 0 BOB BLAIR TRUSTEE 1.00 X 0 242534 0 DAN PEDERSEN TRUSTEE 1.00 X 0 291923 44060 DAVID BLITZSTEIN TRUSTEE 1.00 X 0 0 0 DON SATTLER TRUSTEE 1.00 X 0 0 0 HEATHER GRAY ALTERNATE TRUSTEE 1.00 40.00 X 0 0 0 WENDELL YOUNG ALTERNATE TRUSTEE 1.00 40.00 X 0 388513 0 JESSICA OFFENBACHER TRUSTEE 1.00 X 0 0 0 JERRY EVANS ADMINISTRATOR 40.00 X 227320 0 31179 RICHARD MAINS JR EMPLOYEE 40.00 X 163870 0 41117 KATY MACIK EMPLOYEE 40.00 X 204472 0 30890 WILLIAM MCMANUS EMPLOYEE 40.00 X 140296 0 40174 735958 1797980 295943 4 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 326438465 326438465 SELF-PAYMENT CONTRIBUTIONS 900099 1779163 1779163 328217628 1256174 1256174 267 -267 -267 -267 SHARED EXPENSE REIMBURSEMENT 900099 499196 499196 MISCELLANEOUS 900099 305496 305496 804692 330278227 329022320 0 1255907 309675091 258509 2242295 114227 192895 1119927 23346 758319 1003457 932286 171745 147864 51293 126954 PPO FEES AND MEDICAL RE 18493625 VISION SERVICE PLAN PRO 176331 PCORI FEE 131460 PRESCRIPTION DRUG PROGR 60593 23215 335703432 7759864 9059617 10705704 11242512 9311466 12022509 215249 157638 434005 272089 158770 161916 18880992 19907321 386089 161385 47418134 52712898 6898544 11147227 108762 0 28990023 35248518 35997329 46395745 X 0 0 0 0 11420805 6317153 11420805 6317153 47418134 52712898 -5425205 321553 0 X X 0 1 X 1 0 434005 272089 161916 161916 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 35086900 OPERATING LEASE LIABILITY 161222 DUE TO MEMBERS 396 35248518 X 330576434 321553 321553 330254881 23346 23346 330278227 328582886 0 328582886 23346 7097200 7120546 335703432 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") AND THE TRUSTEES BELIEVE THAT THE TRUST AND THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEAR'S CLAIMS PAYABLE 7,097,200. X X 0 0 0 WENDELL YOUNG ALTERNATE TRUSTEE 0 388513 0 0 0 0 0 0 0 0 0 388513 0 0 KEVIN GARVEY TRUSTEE 0 314403 0 0 0 0 0 13513 0 23841 0 351757 0 0 DAN PEDERSEN TRUSTEE 0 291923 0 0 0 0 0 10800 0 33260 0 335983 0 0 BRYON O'NEAL ALTERNATE TRUSTEE 0 283982 0 0 0 0 0 11538 0 32445 0 327965 0 0 RANDY QUICKEL CHAIRMAN 0 276625 0 0 0 0 0 0 0 27186 0 303811 0 0 JERRY EVANS ADMINISTRATOR 227320 0 0 0 0 0 20290 0 10889 0 258499 0 0 0 BOB BLAIR TRUSTEE 0 242534 0 0 0 0 0 0 0 0 0 242534 0 0 KATY MACIK EMPLOYEE 204472 0 0 0 0 0 10284 0 20606 0 235362 0 0 0 RICHARD MAINS JR EMPLOYEE 163870 0 0 0 0 0 8672 0 32445 0 204987 0 0 0 WILLIAM MCMANUS EMPLOYEE 140296 0 0 0 0 0 7729 0 32445 0 180470 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 GOES THROUGH A PRELIMINARY REVIEW BY THE ADMINISTRATIVE MANAGER AND ACCOUNTANT. ONCE THEY APPROVE THE FORM 990 IT IS PRESENTED TO A COMMITTEE OF TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE EXPECTED TO FULLY DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THEY HAVE WITH OTHER PARTIES THAT DEAL WITH THE PLAN. FORM 990, PART VI, SECTION B, LINE 15A THE ADMINISTRATIVE MANAGER'S PAY RANGE IS DETERMINED BY THE BOARD OF TRUSTEES. THE TRUSTEES HAD A SALARY STUDY PERFORMED BY THE PLAN'S CONSULTANTS. THE TRUSTEES APPROVE INCREASES IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HEARTLAND BENEFIT PLAN ADMINISTRATORS LLC 7250 POE AVENUE NO 300 DAYTON OH 45414 475593281 PROVIDE MEDICAL AND LIFE BENEFITS TO ITS MEMBERS OH BOARD OF TRUSTEES OF HEARTLAND HEALTH & WELLNESS FUND 7250 POE AVENUE DAYTON OH 45414 316173363 PLAN SPONSOR AND PLAN ADMINISTRATOR OH 501(C)(9) N/A 0 CHAMPAIGN RESIDENTIAL SERVICES INC CINCINNATI AFO-CIO LABOR COUNCIL CINCINNATI INTERFAITH WORKERS GOOD SHEPHERD HOME HARBOR BEHAVIORAL HEALTH HEARTLAND BENEFIT PLAN ADMINISTRATORS LLC UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 1059 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 23 FCU UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 1776KS UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 951 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 227 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 876 GENACROSS LUTHERAN SERVICES PEASLEE NEIGHBORHOOD CENTER INC CONSOLIDATED HEALTHCARE SOLUTIONS LLC CUNDIFF TOWN & COUNTRY TREE SERV LLC GRAPHIC FINISHING LLC JAS ELECTRIC LLC LEONARD A BLEH LLC MAXWELL MEDICAL LLC MICHAEL P KELLY REALTY PIPCO LLC SNYDER & GAST LLC WEBER DICKEY BELLMAN LAW HOLLYWOOD HOLDING CO LLC JACKSON HOUSE LLLP AMERICAN BUSINESS TECHNOLOGIES AVI FOOD SYSTEMS INC BILLOW CONSTRUCTION INC BLUE GRASS PROVISIONS BRIDGETOWN FINER MEATS INC BRUSH & LADDER PAINTING INC C-FAB LLC CVS PHARMACY INC DBM & SONS INC DON CARTER & ASSOC INC DR ELLEN C TORBECK DMD PSC FRESH ENCOUNTER - CHIEFS FRESH ENCOUNTER - GREAT SCOT INC FROZEN SPECIALTIES INC G&G TRANSPORTATION SERVICE INC GOERGE F MOELLER LPA GRACE FOODS INC HILLTOP PHYSICIANS INC JIM BITZENHOFER REFRIGERATION AND AC INC JOHN STEHLIN & SONS CO INC KISSEL BROS LEE WILLIAMS MEATS INC MANLEY BURKE LPA MULLEN VAN HOUTEN NEWMAN & MEEKS CO LPA OUR HARVEST ROBERT WHOLEY & CO INC RUDOLPH FOODS COMPANY INC SEVEN HILLS COFFEE COMPANY SKYHAVEN FARMS INC SMARTCAT MARKETING SOLUTIONS THE KROGER CO WASSLER MEATS INC WE CARE FOOD STORES INC BANKS GROCERY COMPANY DAWN FOOD PRODUCTS INC FRANK L HARTER & SONS INC HARDING & HILL INC INDUSTRIAL MECHANICAL CONTRACTORS INC OLESON'S FOODS INC RUSSELL IMMIGRATION LAW FIRM PLLC WASIKS MARKET INC WISCONSIN VISION 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE BENNET ALLENCINCINNATI POOL MANAGEMENT LLC, CYGNET FINANCIAL PLANNING, INC., DARLING INGREDIENTS, INC., GREGORY BELLMAN ATTY AT LAW, IAM LOCAL LODGE 1943, KUHL TILE & MARBLE, LANGEN MEATS INC, LAW OFFICES OF DEBORAH STONE, LAWRENCE CO CAREER & TECH CENTER, PRAIRIE DAIRY FARMS, SILGAN CONTAINERS SPECTRUM PRINTING & DESIGN, SYSCO FOOD SERVICES, EMPLOYERS CLASSIFIED AS SOLE PROPRIETORS: JAMES WEINGARTNER, LORI FOSTER