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HEARTLAND HEALTHCARE FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HEARTLAND HEALTHCARE FUND (EIN 02-0656066)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-09
IRS object ID
201522829349300922
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-09T11:18:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020656066EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEARTLAND HEALTHCARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEARBusinessNameControlTxt
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 METRO DRIVE NO 500AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN TONDIPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9528540795PhoneNum
Signature2015-10-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG BERTOSSIPreparerPersonNm
PTINP00637990PTIN
Phone6123764500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN TONDIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 METRO DRIVE NO 500AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,489,922GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2002FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionINSURED AND SELF FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee50TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$23,139,927PYProgramServiceRevenueAmt
CY Program Service Revenue$26,092,604CYProgramServiceRevenueAmt
PY Investment Income$613,288PYInvestmentIncomeAmt
CY Investment Income$594,736CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$23,753,215PYTotalRevenueAmt
CY Total Revenue$26,687,340CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,171,361PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$22,652,530CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$879,038PYOtherExpensesAmt
CY Other Expenses$1,200,207CYOtherExpensesAmt
PY Total Expenses$21,050,399PYTotalExpensesAmt
CY Total Expenses$23,852,737CYTotalExpensesAmt
PY Revenues Less Expenses$2,702,816PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,834,603CYRevenuesLessExpensesAmt
Total Assets BOY$32,550,293TotalAssetsBOYAmt
Total Assets EOY$36,250,342TotalAssetsEOYAmt
Total Liabilities BOY$258,596TotalLiabilitiesBOYAmt
Total Liabilities EOY$438,609TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,291,697NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,811,733NetAssetsOrFundBalancesEOYAmt
MissionINSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescINSURED AND SELF FUNDED WELFARE BENEFITS FOR APPROXIMATELY 1,856 UNION MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee50EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILSON MCSHANE CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 METRO DR STE 500AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVEN P TONDI
CHAIRMAN, SEE SCHEDULE O1.00Yes (X)Yes (X)$0$1$0
DAVE FOY
TRUSTEE1.00Yes (X)$0$0$0
DAVID ARGUBRIGHT
TRUSTEE, SEE SCHEDULE O1.00Yes (X)$0$0$0
BRUCE WERNING
SECRETARY, SEE SCHEDULE O1.00Yes (X)Yes (X)$0$0$0
GREG MULHERIN
TRUSTEE1.00Yes (X)$0$0$0
DANIEL AUSSEM
TRUSTEE, SEE SCHEDULE O1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WILSON MCSHANE CORPORATION
3001 METRO DRIVEBLOOMINGTONMN55425FUND ADMINISTRATOR$674,928
BLUELINK TPA
1305 CORPORATE CENTER DRIVEEAGANMN55121MEDICAL CLAIMS NETWORK$581,680
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$24,315,917$24,315,917
EMPLOYEE CONTRIBUTIONS525100$1,776,687$1,776,687
FieldValueIRS element (for citing)
Total Program Service Revenue$26,092,604TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$649,406TotalRevenueColumnAmt
Exclusion$649,406ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,747,912SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,802,582SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$54,670SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$54,670TotalRevenueColumnAmt
Related Or Exempt Func Income-$54,670RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,687,340TotalRevenueColumnAmt
Related Or Exempt Func Income$26,037,934RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$649,406ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$22,652,530TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$672,545TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,787TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$70,940TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$98,975TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$66,356TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,814TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,244TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTRANSITIONAL REINSURANCDesc
Total$210,546TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,852,737TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,016,055BOYAmt
EOY$3,156,521EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$142,407BOYAmt
EOY$336,918EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,543,841BOYAmt
EOY$2,552,093EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$66,307BOYAmt
EOY$365,293EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,781,683BOYAmt
EOY$25,283,814EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$4,555,703EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,550,293BOYAmt
EOY$36,250,342EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$107,036BOYAmt
EOY$282,500EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$151,560BOYAmt
EOY$156,109EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$258,596BOYAmt
EOY$438,609EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,291,697BOYAmt
EOY$35,811,733EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,291,697BOYAmt
EOY$35,811,733EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,550,293BOYAmt
EOY$36,250,342EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,834,603ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$685,433NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED LIABILITY COMPANYDesc
Book Value$4,555,703BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$4,555,703TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$27,273,798TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$685,433NetUnrealizedGainsInvstAmt
Revenue Not Reported$685,433RevenueNotReportedAmt
Revenue Subtotal$26,588,365RevenueSubtotalAmt
Investment Expenses Not Incld$98,975InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$98,975RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,687,340TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$23,753,762TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$23,753,762ExpensesSubtotalAmt
Investment Expenses Not Incld2$98,975InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$98,975ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$23,852,737TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 2014 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (26 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
AALCO MFG
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$7,127$7,127000
AHRENS CONCRETE PAVING LLC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$3,481$3,481000
ATHLETIC SURFACES EQUIPMENT
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$2,608$2,608000
COMMERICAL INSTALLATION DBA IMAGE FLOORING
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$140$140000
COPENHAVER CONSTRUCTION INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$999$999000
CORNERSTONE CONSTRUCTION FROUP
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$12,535$12,535000
FLOORING SYSTEMS INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$1,578$1,578000
FA JOHNSON & SON
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$2,845$2,845000
GRP MECHANICAL CO INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$7,321$7,321000
FEARGE SOLITT CONSTRUCTION CO
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$3,556$3,555000
INTERIOR CONSTRUCTION INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$907$926000
JOHNSON CONSTR & ROOFING
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$1,902$1,902000
JOHNSON CONSTR & ROOFING
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$1,074$1,074000
KOOLMASTER CO INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$421$421000
MA MORTENSON CO
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$11,084$11,084000
MARTIN & CO EXCAVATING
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$3,410$3,410000
MITCHELL FOUNDATIONS INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$58$58000
NORTHWEST COMMERCIAL INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$6,518$6,518000
PEPPER CONSTRUCTION INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$1,748$1,748000
POGGIOLI CUSTOMER FLOORING INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$3,796$3,796000
R&T SPECIALISTS INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$127,233$127,231000
UNITEDANCO SERVICES INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$2,294$2,294000
WALBRIDGE EQUIPMENT
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$1,845$1,845000
WALL-TECH INC
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$16$16000
WILLMAN CONSTRUCTION
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$91,069$91,069000
WOOD GROUP FIELD SERVICES
CONTRIBUTING CONTRACTOREMPLOYER CONTRIBUTIONSYes (X)$69,712$69,712000
FieldValueIRS element (for citing)
Total Balance Due$365,293TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WILSON-MCSHANE COMPANY WAS DELEGATED CONTROL OVER MANAGEMENT DUTIES AS PLAN ADMINISTRATOR.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES IN CONJUNCTION WITH REVIEW OF THE ANNUAL AUDIT.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE MEMBERS UPON REQUEST.
FORM 990 PART VII, SECTION A, LINE 1ATRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE HEARTLAND HEALTHCARE FUND 990: STEVEN P. TONDI, CHAIRMAN QUAD CITY CONSTRUCTION INDUSTRY ADVANCEMENT TRUST EIN: 36-2652144 DAVID ARGUBRIGHT, TRUSTEE UNITED BROTHERHOOD OF CARPENTERS & JOINERS LOCAL NO 198 EIN: 36-2419940 BRUCE WERNING, SECRETARY UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA 36-1894832 DANIEL AUSSEM, TRUSTEE ILLINOIS VALLEY CONTRACTORS ASSOCIATION EIN: 36-2150421

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

AGC OF ILLINOIS
CARPENTERS TRAINING PROGRAM
CARROLL COUNTY TREASURE
CHICAGO DISTRICT COUNCIL
ILLOWA MILLWRIGHTS JATC
LOCAL #790

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

CORNERSTONE CONSTRUCTION GROUP LLC
HAYES MECHANICAL INC
INTERIOR BUILDING SYSTEMS

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (102 entries)

3D CONCRETE INC
ALLOY SPECIALITES INC
ANDERSON COMMERCIAL CON
ARZEE CONSTRUCTION INC
ATLANTIC PLANT MAINT INC
AUSTED & SONS INC
BENNETT CONSTRUCTION INC
BUILDERS SALES & SERVICES
CARPET WEAVERS COMMERCIAL
CONTROL INSTALLATIONS OF IOWA INC
DOORS INC
FORRISTALL CONCRETE CO
GOETZ CONCRETE CONSTRUCTION
HEITKOTTER INC
HODGE CONSTRUCTION CO INC
HODGE CONSTRUCTION CO
KIEFER SPECIALTY FLOORING
KOCH BROS GENERAL CONTRACTOR INC
KOESTERS LINOLEUM SHOP
KOWALSKI CONSTRUCTION
L & L FLOORCOVERING
L P W INC
LAVERDIERE CONSTRUCTION
LEANDER CONSTRUCTION INC
M&M CONCRETE INC
MILLARD FRANK & COMPANY
MORTENSON CONSTRUCTION
NELSON CONSTRUCTION CONTRACTING
PRIESTER CO INC
RYAN COMPANIES US INC
SPELICH GENERAL CONTRACTING
STARK EXCAVATING INC
SWEDBERG & ASSOCIATES
TIEMAN BUILDERS
WILLIAMS BROS CONSTRUCTION INC
WINKLER CONSTRUCTION CO
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RAYNOR MANUFACTURING
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FieldValueIRS element (for citing)
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Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART VIIFormAndLineReferenceDesc
ExplanationNO FEDERAL TAX CLASSIFICATION GIVEN FOR THE ENTITIES LISTED BELOW, THEREFORE LISTED ON SUPPLEMENTAL SCHEDULE SINCE WE ARE UNABLE TO DETERMINE WHICH CATEGORYTO PUT THEM IN. SEE LIST BELOW ADVANTAGE INDUSTRIAL SYSTEMS AIMS MECHANICAL, LLC S&S FLOORING INSTAL SAFWAY SERVICES LLC AALCO MFG CO ATHLETIC SURFACES EQUIP BOLDT OSCAR J CONSTRUCT CETWINSKI CONSTRUCTION CITY WIDE INSULATION COLLINS CONCRETE LTD DICKS FLOOR COVERING GRP MECHANCIAL CO, INC. HARGRAVE BUILDERS, INC. HEIN CONSTRUCTION CO, INC. HERITAGE CARPENTRY INC. INSULATED PANEL COMPANY INTEGRAL FLOORING SYSTEM JOHNSON CONSTR & ROOFING LILJA MECHANICAL CONSTR MID VALLEY CONCRETE INC. NORTHWEST COMMERICAL INC. PRECISION ATHLETIC FLOOR ROCKFORD CARPETLAND USA ROCKFORD STRUCTURES, INC. SAFWAY THYSSENKUPP, INC. SCAFFOLD INSTALLATION SCHMITT CONSTRUCTION INC. SCURTO CEMENT CONSTRUCT STORAGE & DESIGN CENTER SYSTEMS ENTERPRISE CORP TOBEYS CONSTR & CARTAGE WHITTAKER EXCAVATING WILLMAN CONSTRUCTION BROWN CONSTRUCTION PRIME CONSTRUCTION SERVICES AHC MECHANICAL SERVICES ALL PHASES CONSTRUCTION ALLIED CONSTRUCTION SERVICES, INC. ARTISAN CONTRACTING, INC. BRAND ENERGY SERVICES BURKS DRYWALL BUTLER DRYWALL & PAINT CENTENNIAL CONTRACTOR CIVIL CONSTRUCTION INC. CONCRETE SYSTEMS, INC. CPI OF THE MIDWEST CRUZ CONCRETE CURRY KEN CONSTRUCTION, INC. DIAMOND CUT, INC. DIETZ SHERRI FIELD WORKS FINELINE, INC. HERITAGE CONSTRUCTION HERLIHY MID-CONTINENT HILLEBRAND CONSTRUCTION HOFFMAN BUILDERS, INC. INTERIOR INSTALLATION IRVING CONSTRUCTION CO JUST RITE ACOUSTICS KEEN CO KOJA CONSTRUCTION, INC. KOOLMASTER CO., INC. LIEBHART CONSTRUCTION LOWER JOHN CONSTRUCTION MACHINERY & CONVEYOR MAYOU D H ROOFING CO MCCARTHY IMPROVEMENT MID ILLINOIS PAINTING MIDWEST BRIDGE & CRANE MILLWRIGHT SERVICE, INC. MTE MILLER TRUCKING NICAM CONSTRUCTION NIELSEN DECORATING NO WEST ILL & EASTERN NORTHERN ILLINOIS UNIVERSITY PHYSICAL PLANT PINTER GENERAL CONTRACTING PRECISION BUILDERS REDBUD RIDGE CUSTOM ROBERTSON JB CONSTRUCTION ROSE CONCRETE RUSSELL CONSTRUCTION SCANDROLI CONSTRUCTION SHALES/MCNUTT SIEMENS WESTINGHOUSE GE SJOSTROM & SONS STONE & WEBSTER CONSTRUCTION TRUSS PLUS, INC. TURBINE PROS, LLC WALGREENS CO WEAVER CONSTRUCTION, INC. WEITZ ABELL-HOWE WINGER MECHANICAL WOZNIAK CONCRETE FINISHING YAKLICH JIM HOME IMPROVEMENTS LAMP, INC. LANKFORD CONSTRUCTION CO PEAK CARPENTRY INC. AUPPERLE WILLIAM & SONS MC COY CONSTRUCTION CO R C WEGMAN CONST CO COMMERCIAL INSTALL & CO WRIGHT-WAY INTERIOR SYS FOX RIVER LUMBER CO PRECISION MILLWORK SETT MARLEY COOLING TOWER CO RIBER CONSTRUCTION, INC. BRIESER CONSTRUCTION CO HOERR P J INC HOELSCHER INTERIORS, INC. PHILLIPS INTERIOR/EXTERIOR RUIZ CONSTRUCTION CO COMMERCIAL FLOOR COVERING PREFERRED CONC & EXCAVA SOUTHERN SYSTEMS INC. NATIONWIDE INSTALLATION LEOPARDO COMPANIES INC. LAKES & RIVERS CONTRACT RUSSELL CONSTRUCTION SINGLEY CONSTRUCTION INC. J H KELLY LLC RIGGS CONSTRUCTION MR DAVID'S CARPET SERVICE AVENUE INC. MC CONNAUGHHAY AND SONS CONTEMPORARY HAMMERWORK TCH CONSTRUCTION INC. CUSTOM CARPENTRY SERVICES JOHN CHARLES CARPENTRY MIDLAND GEN CONTRACTORS MARTIN & COMPANY EXCAV DASHCO, INC. JOHNSON FLOOR COMPANY FOSLER CONSTRUCTION WOODWORKERS SHOP INC. SPORTS SURFACING INC. UNION TEMPORARY SERVICE R & T SPECIALISTS INC. GLOBAL MFG & INSTALLATION RAYNOR DOOR AUTH OF DE STREULS INTERIORS HEGGER CONSTRUCTION INC. SWANSON PROFESSIONAL FL ALBERT INSTALLATIONS INC. WIL-BOND CONSTRUCTION RETAIL INSTALLATIONS INC. CONSOLIDATED CONST SERV PRECISION FLOOR AND TILE KLECKNER INTERIOR SYSTEMS POWER PLANT FIELD SERVICE JAMES DENNIS CONSTRUCTION GANDT BUILDERS INC. J M S CONSTRUCTION INC. COPENHAVER CONSTRUCTION ECKELBERG FLOORCOVERING SHELVING EXCHANGE J J WHITE INC. CARY SPECIALIZED SERVICE RLS SPECIALIZED CONST SHOULDICE BROS SHEET METAL GENERAL INTERIORS INC. SAUK VALLEY BUILDERS WALBRIDGE EQUIPMENT INS ETHOSENERGY FIELD SERVICE BERG DRYWALL, INC. CORNERSTONE CARPENTRY INSTALLATION SERVICES HUGHES FLOORING, INC. RIVER CITY CONSTRUCTION MC HUGH JAMES CONSTRExplanationTxt