EIN 31-6041107

Heartland Health and Wellness Fund

IRS 501(c) type
501(c)(9)
Num. employees
72
City
State
Year formed
1957
Most recent tax filings
2022-12-01
Description
The Heartland Health and Wellness Fund offers medical, dental, and life benefits to its members and dependents. Its mission is to create a uniform health and welfare program for employees under certain collective bargaining agreements. The plan also provides accident, health, vision, prescription, dental, life, and death benefits. It is located in Dayton, OH.
Also known as...
Ufcw Benefit Plan of Southwestern Ohio Area
Total revenues
$307,137,938
2022
Total expenses
$306,642,736
2022
Total assets
$47,418,134
2022
Num. employees
72
2022

Program areas at Heartland Health and Wellness Fund

The plan provides accident, Health, vision, prescription, dental, life, and death benefits to its members and dependents.

Personnel at Heartland Health and Wellness Fund

NameTitleCompensation
Gba Healthcare Missy SteedChief Operating Officer
Rick MainsChief Financial Officer
Joe ChorpenningPresident / Chairman / Chairperson / Secretary and Treasurer / Secretary / Trustee$0
Charlotte KyleCommunications Director
Gba Eric MuellerGba Director of Wellness
...and 5 more key personnel

Financials for Heartland Health and Wellness Fund

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$307,542,568
Investment income and dividends$758,869
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,764,310
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$600,811
Total revenues$307,137,938

Form 990s for Heartland Health and Wellness Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-09990View PDF
2020-122021-11-11990View PDF
2019-122021-06-08990View PDF
2018-122020-01-13990View PDF
...and 10 more Form 990s
Data update history
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
August 24, 2023
Updated personnel
Identified 4 new personnel
August 7, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 8, 2023
Updated personnel
Identified 4 new personnel
June 30, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
Health
Characteristics
State / local level
General information
Address
7250 Poe Ave 300
Dayton, OH 45414
Metro area
Dayton-Kettering, OH
Website URL
heartlandwellnessfund.com/ 
Phone
(937) 665-1900
IRS details
EIN
31-6041107
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1957
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
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