2024-09-25T13:35:56-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 020656066 HEARTLAND HEALTHCARE FUND HEAR 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 DAVID ARGUBRIGHT CHAIRMAN 9528540795 2024-09-25 1 0 DOUG BERTOSSI P00637990 6123764500 2024-09-25 2023 2024-08-08 14:25:15Z DAVID ARGUBRIGHT 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 37911292 0 X N/A X 2002 IA INSURED AND SELF FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPARTMENTS. 6 0 0 6 0 0 0 0 31638183 30094964 529810 1136349 0 0 32167993 31231313 0 0 29263356 32400559 0 0 0 0 0 1240408 1319405 30503764 33719964 1664229 -2488651 49348914 48125701 334480 185169 49014434 47940532 INSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. 0 0 INSURED AND SELF FUNDED WELFARE BENEFITS FOR APPROXIMATELY 1,842 UNION MEMBERS AND THEIR DEPENDENTS. 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 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X NED REGAN WILSON MCSHANE CORPORATION 9528540795 3001 METRO DR STE 500 BLOOMINGTON MN 55425 X DAN O'CONNELL TRUSTEE 1.00 40.00 X 0 0 0 DAVID ARGUBRIGHT CHAIRMAN 1.00 40.00 X X 0 0 0 PJ FOLEY SECRETARY 1.00 40.00 X X 0 0 0 GREG MULHERIN TRUSTEE 1.00 2.00 X 0 0 0 DANIEL AUSSEM TRUSTEE 1.00 6.00 X 0 0 0 JAMES BARK TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 WILSON MCSHANE CORPORATION 3001 METRO DRIVE BLOOMINGTON MN 55425 FUND ADMINISTRATOR 859363 BLUELINK TPA 1305 CORPORATE CENTER DRIVE EAGAN MN 55121 MEDICAL CLAIMS NETWORK 550033 EXPRESS SCRIPTS 7701 FRANCE AVE S SUITE 225 EDINA MN 55435 PHARMACY CLAIMS NETWORK 364874 3 EMPLOYER CONTRIBUTIONS 525100 28477303 28477303 EMPLOYEE CONTRIBUTIONS 525100 1617661 1617661 30094964 1407454 1407454 6408874 6679979 -271105 -271105 -271105 31231313 30094964 0 1136349 32400559 850587 26198 122155 149192 96758 44329 4597 25589 33719964 4040991 363901 66340 81868 3821347 2714686 93474 127848 0 72000 23753173 27629599 17573589 17135799 49348914 48125701 125827 113327 134107 71842 74546 0 334480 185169 X 49014434 47940532 49014434 47940532 49348914 48125701 -2488651 1414749 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 4344914 F LIMITED LIABILITY COMPANY 12790885 F 17135799 X 32496870 1414749 1414749 31082121 149192 149192 31231313 33570772 0 33570772 149192 149192 33719964 PART X, LINE 2: THE VEBA TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MAY 20, 2003, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 AND 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 2000 2000 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 98899 98899 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 10403 10403 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 6375 6375 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 2673 2673 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 1307 1307 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 6191 6191 0 0 0 127848 FORM 990, PART VI, SECTION A, LINE 3 WILSON-MCSHANE COMPANY WAS DELEGATED CONTROL OVER MANAGEMENT DUTIES AS PLAN ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A THREE OF THE TRUSTEES ARE DESIGNATED BY THE CHICAGO REGIONAL COUNCIL OF CARPENTERS. THREE OF THE TRUSTEES ARE DESIGNATED BY THE ILLINOIS VALLEY CONTRACTORS ASSOCIATION, ILLOWA MILLWRIGHT CONTRACTORS ASSOCIATION AND THE ASSOCIATED GENERAL CONTRACTORS OF THE QUAD CITIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION SUPPLIED BY THE ORGANIZATION. A REVIEW OF THE RETURN IS CONDUCTED BY THE ORGANIZATION AND PRESENTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE MEMBERS UPON REQUEST. FORM 990 PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. 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