2023 Form 5500 filing — Heartland Health And Wellness Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241023101737NAL0002668947001) for Heartland Health And Wellness Fund, reported by Board Of Trustees Of The Heartland Health And Wellness Fund under EIN 31-6173363 and plan number 501. It reports 49,653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023101737NAL0002668947001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Heartland Health And Wellness Fund
- EIN
- 31-6173363
- Plan number
- 501
- Location
- Dayton, OH
- Participants
- 49,653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,712,898
- Total liabilities (EOY)
- $46,395,745
- Net assets (EOY)
- $6,317,153
- Employer contributions
- $326,438,465
- Participant contributions
- $1,779,163
- Total income / additions
- $330,599,780
- Benefits paid
- $328,405,640
- Administrative expenses
- $7,297,792
- Total expenses
- $335,703,432
- Net increase / (decrease)
- -$5,103,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Company | NONE | $18,223,928 | $0 |
| Bridgeway Benefit Technologies LLC | NONE | $797,345 | $10,087 |
| Reinhart Boerner Van Deuren S.C. | NONE | $728,730 | not reported in the loaded dataset |
| Delta Dental Of Ohio | NONE | $667,513 | $60,899 |
| The Segal Company (Midwest), Inc. | NONE | $492,004 | not reported in the loaded dataset |
| Spectrum Printing & Design | NONE | $440,541 | not reported in the loaded dataset |
| Slevin & Hart P.C | NONE | $370,858 | not reported in the loaded dataset |
| William Evans | EMPLOYEE | $260,145 | not reported in the loaded dataset |
| Katy Gozalka | EMPLOYEE | $236,604 | not reported in the loaded dataset |
| Richard Mains | EMPLOYEE | $206,537 | not reported in the loaded dataset |
| William Mcmanus | EMPLOYEE | $183,277 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $176,331 | not reported in the loaded dataset |
| Sikich Llp | NONE | $163,416 | not reported in the loaded dataset |
| Virta | NONE | $140,356 | not reported in the loaded dataset |
| Eric Mueller | EMPLOYEE | $134,260 | not reported in the loaded dataset |
| Eplan LLC | NONE | $126,813 | not reported in the loaded dataset |
| Shari Lewis | EMPLOYEE | $116,642 | not reported in the loaded dataset |
| Aishia Fulcher | EMPLOYEE | $110,032 | not reported in the loaded dataset |
| Lan Solutions, Inc. Dba Intrust | NONE | $99,029 | not reported in the loaded dataset |
| Carl Lombardo | EMPLOYEE | $94,944 | not reported in the loaded dataset |
| Jodi Long | EMPLOYEE | $87,699 | not reported in the loaded dataset |
| Rebecca Crow | EMPLOYEE | $87,190 | not reported in the loaded dataset |
| Anita Garber | EMPLOYEE | $79,828 | not reported in the loaded dataset |
| Ann Rudd | EMPLOYEE | $78,544 | not reported in the loaded dataset |
| Erin Gebhardt | EMPLOYEE | $77,254 | not reported in the loaded dataset |
| Erica Bassman | EMPLOYEE | $75,391 | not reported in the loaded dataset |
| Paula Royse | EMPLOYEE | $75,123 | not reported in the loaded dataset |
| Mary Curtis | EMPLOYEE | $74,989 | not reported in the loaded dataset |
| Charlotte Kyle | EMPLOYEE | $74,606 | not reported in the loaded dataset |
| Misty Jo Kessler | EMPLOYEE | $74,092 | not reported in the loaded dataset |
| Heather Miller | EMPLOYEE | $70,616 | not reported in the loaded dataset |
| Brandy Mullenix | EMPLOYEE | $69,536 | not reported in the loaded dataset |
| Angela Stastny | EMPLOYEE | $65,408 | not reported in the loaded dataset |
| Tracy Smith | EMPLOYEE | $61,469 | not reported in the loaded dataset |
| Delaware Valley Health Care Coaliti | NONE | $0 | $60,899 |
| Karrie Shriner | EMPLOYEE | $60,344 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $60,343 | not reported in the loaded dataset |
| Graham Watson | EMPLOYEE | $57,718 | not reported in the loaded dataset |
| Wendy Young-Burnett | EMPLOYEE | $57,355 | not reported in the loaded dataset |
| Christina Staats | EMPLOYEE | $56,048 | not reported in the loaded dataset |
| Kasey Foreman | EMPLOYEE | $55,781 | not reported in the loaded dataset |
| Clearwater Compliance LLC | NONE | $51,217 | not reported in the loaded dataset |
| Sean Chapman | EMPLOYEE | $50,930 | not reported in the loaded dataset |
| Garnisha Hudson | EMPLOYEE | $50,768 | not reported in the loaded dataset |
| Angela Olinger | EMPLOYEE | $50,425 | not reported in the loaded dataset |
| Brandi Adkins | EMPLOYEE | $44,819 | not reported in the loaded dataset |
| Redcard Systems LLC | NONE | $42,750 | not reported in the loaded dataset |
| Joyce Woosley | EMPLOYEE | $41,014 | not reported in the loaded dataset |
| Melissa Steed | EMPLOYEE | $38,889 | not reported in the loaded dataset |
| Meghan Colton | EMPLOYEE | $37,606 | not reported in the loaded dataset |
| Sheila Oaks | EMPLOYEE | $35,665 | not reported in the loaded dataset |
| Linda Hollon | EMPLOYEE | $34,953 | not reported in the loaded dataset |
| Wanda Underwood | EMPLOYEE | $31,572 | not reported in the loaded dataset |
| Darrell Wilkinson | EMPLOYEE | $29,063 | not reported in the loaded dataset |
| Kate Johnson | EMPLOYEE | $26,053 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $20,000 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $16,861 | $0 |
| Mcknight, Canzano, Smith, Radtke & | NONE | $14,663 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $12,501 |
| Paycore, Inc. | NONE | $9,410 | not reported in the loaded dataset |
| Comdoc Inc | NONE | $5,191 | not reported in the loaded dataset |
| Onsolve LLC | NONE | $5,000 | not reported in the loaded dataset |