Original filing (PDF)20251010130617NAL0007758257001

BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND

Name: BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND — HEARTLAND HEALTH AND WELLNESS FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND

Form 5500

FILING_RECEIVED

HEARTLAND HEALTH AND WELLNESS FUND

Health & welfare plan

Signals · 4

34% in single holding34% employer stock~6691 bps in Sched C fees63 service providers

Active participants

48,345

Accounts w/ balance

—

Plan assets (EOY)

$40.9M

Net assets (EOY)

$3.1M

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND

EIN

31-6173363

Address

7250 POE AVENUE, SUITE 300 · DAYTON, OH · 45414

Phone

(937) 665-1900

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

4Q · Other

Service providers (Schedule C)

63 rows

Investments

5 direct securities· $24.6M(60% of reported assets)

Common Stock

$8.3M

1 holding

Other securities

$6.9M

2 holdings

Mutual Funds

$6.4M

1 holding

Cash / Money Market

$3.0M

1 holding

					% of plan
Vanguard Short Term Corp Bond Index Fund	Common Stock	—	$8.1M	$8.3M	20.3%
Baird Ultra Short Bond Fnd Instl.	Mutual Funds	—	$6.3M	$6.4M	15.6%
Vanguard Short Term Gov Bond Index Fund	Other securities	—	$6.3M	$6.2M	15.1%
Cash and Cash Equivalents Federated Treasury Obligation Institutional Shares	Cash / Money Market	—	$3.0M	$3.0M	7.5%
Fifth Third Banksafe Trust	Other securities	—	$672K	$672K	1.6%

1–5 of 5

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$14.5M

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OHIO CONFERENCE OF PLASTERERS AND CEMENT MASONS

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCORE, INC.	—	CINCINNATI, OH	NONE	$10K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIKICH CPA LLC	54-1172176	—	NONE	$240K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMUNITY INSURANCE COMPANY	31-1440175	—	NONE	$18.8M	—
M&S PRINTMEDIA, INC.	38-3403103	—	NONE	$827K	—
BRIDGEWAY BENEFIT TECHNOLOGIES LLC	52-1796473	—	NONE	$793K	—
THE SEGAL COMPANY, INC.	13-1975125	—	NONE	$708K	—
REINHART BOERNER VAN DEUREN S.C.	39-1126909	—	NONE	$681K	—
DELTA DENTAL OF OHIO	31-0685339	—	NONE	$623K	—
SLEVIN & HART P.C	52-1708613	—	NONE	$456K	—
VIRTA	—	SAN FRANCISCO, CA	NONE	$283K	—
KATY GOZALKA	31-6173363	—	EMPLOYEE	$273K	—
RICHARD MAINS	31-6173363	—	EMPLOYEE	$213K	—
SPECTRUM PRINTING & DESIGN	87-4331704	—	NONE	$205K	—
WILLIAM MCMANUS	31-6173363	—	EMPLOYEE	$181K	—
VISION SERVICE PLAN	06-1227840	—	NONE	$153K	—
ERIC MUELLER	31-6173363	—	EMPLOYEE	$152K	—
SHARI LEWIS	31-6173363	—	EMPLOYEE	$118K	—
EXPRESS SCRIPTS, INC.	43-1420563	—	NONE	$110K	—
LAN SOLUTIONS, INC. DBA INTRUST	26-0454565	—	NONE	$110K	—
JODI LONG	31-6173363	—	EMPLOYEE	$103K	—
CARL LOMBARDO	31-6173363	—	EMPLOYEE	$100K	—
SEAN CHAPMAN	31-6173363	—	EMPLOYEE	$95K	—
REBECCA CROW	31-6173363	—	EMPLOYEE	$91K	—
ANITA GARBER	31-6173363	—	EMPLOYEE	$84K	—
WILLIAM EVANS	31-6173363	—	EMPLOYEE	$84K	—
MISTY JO KESSLER	31-6173363	—	EMPLOYEE	$83K	—
ERIN GEBHARDT	31-6173363	—	EMPLOYEE	$83K	—
KRISTA BROSHEARS	31-6173363	—	EMPLOYEE	$79K	—
ERICA BASSMAN	31-6173363	—	EMPLOYEE	$78K	—
ANN RUDD	31-6173363	—	EMPLOYEE	$78K	—
PAULA ROYSE	31-6173363	—	EMPLOYEE	$78K	—
MARY CURTIS	31-6173363	—	EMPLOYEE	$76K	—
BRANDY MULLENIX	31-6173363	—	EMPLOYEE	$75K	—
KASEY FOREMAN	31-6173363	—	EMPLOYEE	$74K	—
HEATHER MILLER	31-6173363	—	EMPLOYEE	$74K	—
WENDY YOUNG-BURNETT	31-6173363	—	EMPLOYEE	$73K	—
DARRELL WILKINSON	31-6173363	—	EMPLOYEE	$69K	—
ANGELA STASTNY	31-6173363	—	EMPLOYEE	$69K	—
KARRIE SHRINER	31-6173363	—	EMPLOYEE	$66K	—
TRACY SMITH	31-6173363	—	EMPLOYEE	$65K	—
KAYLA GOLDBERG	31-6173363	—	EMPLOYEE	$63K	—
AISHIA FULCHER	31-6173363	—	EMPLOYEE	$58K	—
STEPHANIE COLLETTE	31-6173363	—	EMPLOYEE	$58K	—
MARK FEIGLESON	31-6173363	—	EMPLOYEE	$56K	—
ANGELA OLINGER	31-6173363	—	EMPLOYEE	$54K	—
JASMINE SIMON	31-6173363	—	EMPLOYEE	$50K	—
GARNISHA HUDSON	31-6173363	—	EMPLOYEE	$43K	—
EMILY ANTHONY	31-6173363	—	EMPLOYEE	$35K	—
FIFTH THIRD BANK RETIREMENT SERVICE	31-1051736	—	NONE	$33K	—
WANDA UNDERWOOD	31-6173363	—	EMPLOYEE	$32K	—
CARL GABRIEL	31-6173363	—	EMPLOYEE	$31K	—
BECKY DERHAM	31-6173363	—	EMPLOYEE	$29K	—
SHARENE MALONEY	31-6173363	—	EMPLOYEE	$28K	—
JENNIFER POWELL	31-6173363	—	EMPLOYEE	$28K	—
MONA MANSOOR	31-6173363	—	EMPLOYEE	$27K	—
LOCKTON	—	DALLAS, TX	NONE	$23K	—
ZELIS RED-CARD SYSTEMS, LLC	20-5388701	—	NONE	$20K	—
NEPC, LLC	26-1429809	—	NONE	$20K	—
NETWORKS GROUP INC.	—	ANN ARBOR, MI	NONE	$20K	—
MCKNIGHT, CANZANO, SMITH, RADTKE &	38-2157642	—	NONE	$16K	—
ONSOLVE LLC	—	ORMOND BEACH, FL	NONE	$5K	—
DELAWARE VALLEY HEALTH CARE COALITI	—	PHILADELPHIA, PA	NONE	$250	—
SEGAL SELECT INSURANCE SERVICES INC	46-0619194	—	NONE	$0	—