Plan5500

Heartland Health And Wellness Fund — Form 5500 plan (Board Of Trustees Of The Heartland Health And Wellness Fund)

Plain-English plan 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, Heartland Health And Wellness Fund is a benefit plan reported by Board Of Trustees Of The Heartland Health And Wellness Fund under EIN 31-6173363 and plan number 501. The latest loaded filing year is 2023. The filing reports 49,653 participants and $52,712,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Heartland Health And Wellness Fund
EIN
31-6173363
Plan number
501
Plan type
1
Location
Dayton, OH
Latest filing year
2023
Participants
49,653
End-of-year plan assets
$52,712,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202349,653H, C20241023101737NAL0002668947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,712,898
Total liabilities (EOY)
$46,395,745
Net assets (EOY)
$6,317,153
Net assets (BOY)
$11,420,805

Income & contributions

Employer contributions
$326,438,465
Participant contributions
$1,779,163
Total contributions
$328,217,628
Total income / additions
$330,599,780

Expenses & distributions

Benefits paid
$328,405,640
Administrative expenses
$7,297,792
Total expenses
$335,703,432
Net increase / (decrease)
-$5,103,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Community Insurance CompanyNONE$18,223,928$02023
Bridgeway Benefit Technologies LLCNONE$797,345$10,0872023
Reinhart Boerner Van Deuren S.C.NONE$728,730not reported in the loaded dataset2023
Delta Dental Of OhioNONE$667,513$60,8992023
The Segal Company (Midwest), Inc.NONE$492,004not reported in the loaded dataset2023
Spectrum Printing & DesignNONE$440,541not reported in the loaded dataset2023
Slevin & Hart P.CNONE$370,858not reported in the loaded dataset2023
William EvansEMPLOYEE$260,145not reported in the loaded dataset2023
Katy GozalkaEMPLOYEE$236,604not reported in the loaded dataset2023
Richard MainsEMPLOYEE$206,537not reported in the loaded dataset2023
William McmanusEMPLOYEE$183,277not reported in the loaded dataset2023
Vision Service PlanNONE$176,331not reported in the loaded dataset2023
Sikich LlpNONE$163,416not reported in the loaded dataset2023
VirtaNONE$140,356not reported in the loaded dataset2023
Eric MuellerEMPLOYEE$134,260not reported in the loaded dataset2023
Eplan LLCNONE$126,813not reported in the loaded dataset2023
Shari LewisEMPLOYEE$116,642not reported in the loaded dataset2023
Aishia FulcherEMPLOYEE$110,032not reported in the loaded dataset2023
Lan Solutions, Inc. Dba IntrustNONE$99,029not reported in the loaded dataset2023
Carl LombardoEMPLOYEE$94,944not reported in the loaded dataset2023
Jodi LongEMPLOYEE$87,699not reported in the loaded dataset2023
Rebecca CrowEMPLOYEE$87,190not reported in the loaded dataset2023
Anita GarberEMPLOYEE$79,828not reported in the loaded dataset2023
Ann RuddEMPLOYEE$78,544not reported in the loaded dataset2023
Erin GebhardtEMPLOYEE$77,254not reported in the loaded dataset2023
Erica BassmanEMPLOYEE$75,391not reported in the loaded dataset2023
Paula RoyseEMPLOYEE$75,123not reported in the loaded dataset2023
Mary CurtisEMPLOYEE$74,989not reported in the loaded dataset2023
Charlotte KyleEMPLOYEE$74,606not reported in the loaded dataset2023
Misty Jo KesslerEMPLOYEE$74,092not reported in the loaded dataset2023
Heather MillerEMPLOYEE$70,616not reported in the loaded dataset2023
Brandy MullenixEMPLOYEE$69,536not reported in the loaded dataset2023
Angela StastnyEMPLOYEE$65,408not reported in the loaded dataset2023
Tracy SmithEMPLOYEE$61,469not reported in the loaded dataset2023
Delaware Valley Health Care CoalitiNONE$0$60,8992023
Karrie ShrinerEMPLOYEE$60,344not reported in the loaded dataset2023
Express Scripts, Inc.NONE$60,343not reported in the loaded dataset2023
Graham WatsonEMPLOYEE$57,718not reported in the loaded dataset2023
Wendy Young-BurnettEMPLOYEE$57,355not reported in the loaded dataset2023
Christina StaatsEMPLOYEE$56,048not reported in the loaded dataset2023
Kasey ForemanEMPLOYEE$55,781not reported in the loaded dataset2023
Clearwater Compliance LLCNONE$51,217not reported in the loaded dataset2023
Sean ChapmanEMPLOYEE$50,930not reported in the loaded dataset2023
Garnisha HudsonEMPLOYEE$50,768not reported in the loaded dataset2023
Angela OlingerEMPLOYEE$50,425not reported in the loaded dataset2023
Brandi AdkinsEMPLOYEE$44,819not reported in the loaded dataset2023
Redcard Systems LLCNONE$42,750not reported in the loaded dataset2023
Joyce WoosleyEMPLOYEE$41,014not reported in the loaded dataset2023
Melissa SteedEMPLOYEE$38,889not reported in the loaded dataset2023
Meghan ColtonEMPLOYEE$37,606not reported in the loaded dataset2023
Sheila OaksEMPLOYEE$35,665not reported in the loaded dataset2023
Linda HollonEMPLOYEE$34,953not reported in the loaded dataset2023
Wanda UnderwoodEMPLOYEE$31,572not reported in the loaded dataset2023
Darrell WilkinsonEMPLOYEE$29,063not reported in the loaded dataset2023
Kate JohnsonEMPLOYEE$26,053not reported in the loaded dataset2023
Nepc, LLCNONE$20,000not reported in the loaded dataset2023
Fifth Third Bank Retirement ServiceNONE$16,861$02023
Mcknight, Canzano, Smith, Radtke &NONE$14,663not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$12,5012023
Paycore, Inc.NONE$9,410not reported in the loaded dataset2023
Comdoc IncNONE$5,191not reported in the loaded dataset2023
Onsolve LLCNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages