2025-11-06T17:02:33-05:00 2025-06-30 421104473 MHCS PC 1601 W LAKES PKWY STE 300 WEST DES MOINES IA 50266 990 2024-07-01 426167033 HEALTHALLIANCE BENEFIT PLAN HEAL 5152247545 10430 NEW YORK AVE SUITE F URBANDALE IA 50322 GARY KOERNER AUTHORIZED AGENT 5152247545 2025-11-05 true false ALEXANDRA KAFER CPA P02066016 5152883279 2025-11-05 2024 2025-03-06 01:10:19Z HEALTHALLIANCE ANDREW WOODARD 16231125 false X SEE SCHEDULE O X 1950 IA TO PROVIDE FOR THE PAYMENT OF LIFE, SICK, ACCIDENT AND OTHER PERMISSIBLE BENEFITS TO THE PARTICIPATING EMPLOYEES AND OTHER PARTICIPANTS THROUGH INSURANCE AND OTHER QUALIFYING BENEFITS. 6 6 0 9 0 0 16623327 16098834 121946 132291 0 16745273 16231125 0 14521153 13734060 0 0 0 2523400 2348518 17044553 16082578 -299280 148547 4448239 4854866 153293 260395 4294946 4594471 NONE false false THE PLAN PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF MEMBERS OF THE FUELIOWA TRADE ASSOCIATION, THE PLAN SPONSOR. PREMIUMS ARE PAID TO THE PLAN BY THE PARTICIPATING PLAN MEMBERS. THE PLAN IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN ESTABLISHED AS A MULTI-EMPLOYER WELFARE ARRANGEMENT (MEWA) TO PROVIDE GROUP HEALTH, DENTAL, AND VISION INSURANCE, AND PRESCRIPTION DRUGS AND LIFE INSURANCE BENEFITS. false false false false false false false false false false true false true false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 3 0 0 false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true false false false X GARY KOERNER 5152247545 10430 NEW YORK AVE SUITE F URBANDALE IA 50322 X BROOKE LILLEY TRUSTEE 0.50 X 0 0 0 LISA ABENS TRUSTEE 0.50 X 0 0 0 RAELYN BARKLEY TRUSTEE 0.50 X 0 0 0 ADRIAN DICKEY TRUSTEE 0.50 X 0 0 0 TERA PETERSEN TRUSTEE 0.50 X 0 0 0 LORI THIELEN LEFT SEPT 2024 TRUSTEE 0.50 X 0 0 0 VALEREE MUHLENBURG LEFT SEPT 2024 TRUSTEE 0.50 X 0 0 0 ANDREW WOODARD TRUSTEE CHAI 0.50 X X 0 0 0 BRYAN BANDSTRA IMMEDIATE PA 0.50 X 0 0 0 false false false WELLMARK BLUE CROSS BLUE SHIELD OF IOWA PO BOX 9124 DES MOINES IA 503069124 HEALTH INS. 758577 ASSUREDPARTNERS 4200 UNIVERSITY AVE SUITE 200 WEST DES MOINES IA 502665945 INS. CONSULTING 190372 MILLIMAN 1120 SOUTH 101ST STREET SUITE 400 OMAHA NE 68124 ACTUARY SERVICE 107679 3 INSURANCE PREMIUMS 524298 14364775 14364775 PHARMACY REBATES 900099 1482675 1482675 EXCESS STOP LOSS 900099 245163 245163 MISCELLANEOUS 900099 6221 6221 16098834 132291 132291 16231125 16098834 132291 13734060 30685 68490 22176 281941 23975 STOP LOSS INS. PREMIUMS 1031715 ADMINISTRATIVE CHARGES 876769 12767 16082578 0 0 0 250000 243242 3560672 3300030 274669 1026632 362898 284962 4448239 4854866 48286 86398 105007 173997 153293 260395 X 4294946 4594471 4294946 4594471 4448239 4854866 148547 150978 X false true X true false INTEREST BEARING CASH 1026632 F 1026632 CLAIMS RECEIVABLE 284962 284962 X 16359927 150978 -22176 128802 16231125 16231125 16060402 16060402 22176 22176 16082578 SCHEDULE D, PAGE 3, PART X THE VEBA TRUST FUNDING THE BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED FEBRUARY 23, 1988, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). FOR 501(C)(9) ORGANIZATIONS, FEDERAL INCOME TAXES ARE REQUIRED TO BE PAID ON THE LESSER OF INVESTMENT INCOME OR THE EXCESS OF ACTUAL RESERVES OVER THE IRC SECTION 419(A) RESERVE LIMIT. THE PLAN IS A BONA FIDE ASSOCIATION WHICH ALLOWS FOR AN ADDITIONAL RESERVE OF 35% OF EMPLOYER-PAID PREMIUMS TO THE RESERVE LIMIT. UNRELATED BUSINESS INCOME TAX, IF ANY, WOULD BE RECORDED AS AN ADMINISTRATIVE EXPENSE OF THE PLAN. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN FISCAL YEARS ENDING JUNE 30, 2025 AND 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN IS 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 INCOME 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT EXPENSES -22,176 FORM 990 FORM 990, PAGE 1, LINE J - WEBSITE WWW.FUELIOWA.COM/HEALTHALLIANCE-BENEFIT-PLAN.CFM FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF TRUSTEES OF HEALTHALLIANCE BENEFIT PLAN ARE PROVIDED WITH A COMPLETE COPY OF THE FORM 990 BEFORE IT IS FILED. THE FORM IS PROVIDED TO TRUSTEES AND PRESENTED AT A MEETING OF THE TRUSTEES FOR COMMENTS AND QUESTIONS. FORM 990, PAGE 6, PART VI, LINE 12C EACH TRUSTEE AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, AND C. HAS AGREED TO COMPLY WITH THE POLICY. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE TRUST'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DID NOT MAKE THEIR GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FUELIOWA 10430 NEW YORK AVE SUITE F URBANDALE IA 50322 420332565 TRADE ASSO IA 501C6 N/A false RIN ALLIANCE INC 10430 NEW YORK AVE SUITE F URBANDALE IA 50322 420947359 COMPLIANCE IA N/A false false false false false false false false false false false false false true true true false true false false SCHEDULE R PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME OF RELATED ORGANIZATION: RIN ALLIANCE, INC. PRIMARY ACTIVITY: ASSISTS SUBSCRIBERS IN COMPLIANCE & MARKETING RINS