2025-10-03T13:46:32-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 020656066 HEARTLAND HEALTHCARE FUND HEAR 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 DAVID ARGUBRIGHT CHAIRMAN 9528540795 2025-09-15 1 0 DOUG BERTOSSI P00637990 6123764500 2025-09-11 2024 2025-03-06 01:10:19Z DAVID ARGUBRIGHT 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 40447197 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 30094964 31427351 1136349 1246175 0 0 31231313 32673526 0 0 32400559 32832728 0 0 0 0 0 1319405 1396786 33719964 34229514 -2488651 -1555988 48125701 47368687 185169 264691 47940532 47103996 INSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. 0 0 INSURED AND SELF FUNDED WELFARE BENEFITS FOR APPROXIMATELY 1,910 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 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 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 890397 BLUELINK TPA 1305 CORPORATE CENTER DRIVE EGAN MN 55121 MEDICAL CLAIMS NETWORK 582365 EXPRESS SCRIPTS FRANCE AVE S SUITE 225 EDINA MN 55435 PHARMACY CLAIMS NETWORK 413574 3 EMPLOYER CONTRIBUTIONS 525100 29826509 29826509 EMPLOYEE CONTRIBUTIONS 525100 1600842 1600842 31427351 1440552 1440552 7579294 7773671 -194377 -194377 -194377 32673526 31427351 0 1246175 32832728 887381 62009 126180 141959 97742 51581 2624 27310 34229514 363901 1565500 81868 654138 2714686 2794120 127848 0 72000 0 27629599 26520552 17135799 15834377 48125701 47368687 113327 103557 71842 161134 185169 264691 X 47940532 47103996 47940532 47103996 48125701 47368687 X -1555988 651937 67515 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 3661479 F LIMITED LIABILITY COMPANY 12172898 F 15834377 X 33183504 651937 651937 32531567 141959 141959 32673526 34087555 0 34087555 141959 141959 34229514 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 2024 AND 2023 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. 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 XI, LINE 9: TRANSFER IN FROM QUALIFIED PLAN 67,515. 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. FORM 990, PART XI, LINE 9 ADJUSTMENT FOR TRANSFER IN FROM ANOTHER QUALIFIED PLAN. ON OCTOBER 24, 2024 THE PLAN ENTERED INTO A TRANSFER AGREEMENT WITH THE FIVE RIVERS CARPENTERS DISTRICT COUNCIL HEALTH & WELFARE FUND BOARD OF TRUSTEES TO RECEIVE HEALTH REIMBURSEMENT ACCOUNT (HRA) FUNDS TOTALING $67,515. FUNDS WERE RECEIVED BY THE PLAN ON OCTOBER 24, 2024. 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