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HEARTLAND HEALTH & WELLNESS FUND

EIN 31-6041107 DAYTON, OH

Browse the largest nonprofits in Ohio

Revenue 2024
$347,847,935
Expenses 2024
$351,526,392

As filed

Subsection
09
NTEE code
E81Z
Classification
1000
Street
7250 POE AVE STE 300

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 300). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO PROVIDE FOR A UNIFORM HEALTH AND WELFARE PROGRAM FOR EMPLOYEES EMPLOYED UNDER CERTAIN COLLECTIVE BARGAINING AGREEMENTS.

Activities or mission (Part I)

THE PLAN PROVIDES MEDICAL, DENTAL, AND LIFE BENEFITS TO ITS MEMBERS AND DEPENDENTS.

  • THE PLAN PROVIDES ACCIDENT, HEALTH, VISION, PRESCRIPTION, DENTAL, LIFE, AND DEATH BENEFITS TO ITS MEMBERS AND DEPENDENTS.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Kevin Garvey

    TRUSTEE

    Total calculated
    $407,733
    From this org
    $0
    From related orgs
    $370,005
    Other
    $37,728
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,912 related
    Bonus
    $0 + $143,093 related
    Other
    $0
    Deferred
    $0 + $13,993 related
    Nontaxable benefits
    $0 + $23,735 related
    Filer's total
    $0 + $407,733 related
  • Bryon O'Neal

    ALTERNATE TRUSTEE

    Total calculated
    $360,348
    From this org
    $0
    From related orgs
    $316,022
    Other
    $44,326
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,050 related
    Bonus
    $0 + $117,972 related
    Other
    $0
    Deferred
    $0 + $11,934 related
    Nontaxable benefits
    $0 + $32,392 related
    Filer's total
    $0 + $360,348 related
  • Randy Quickel

    CHAIRMAN

    Total calculated
    $329,899
    From this org
    $0
    From related orgs
    $288,176
    Other
    $41,723
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,176 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $41,723 related
    Filer's total
    $0 + $329,899 related
  • Mark Federici

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Henry Taylor

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Tracy Bartak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rob Francin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Yancey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bob Blair

    TRUSTEE

    Total calculated
    $247,392
    From this org
    $0
    From related orgs
    $247,392
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $238,226 related
    Bonus
    $0
    Other
    $0 + $9,166 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $247,392 related
  • Dan Pedersen

    TRUSTEE

    Total calculated
    $358,706
    From this org
    $0
    From related orgs
    $326,368
    Other
    $32,338
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $326,368 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $9,338 related
    Filer's total
    $0 + $358,706 related
  • David Blitzstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Don Sattler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Heather Gray

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Wendell Young

    ALTERNATE TRUSTEE

    Total calculated
    $423,601
    From this org
    $0
    From related orgs
    $423,601
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,601 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $423,601 related
  • Jessica Offenbacher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rylan Norris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jerry Evans

    ADMINISTRATOR (THRU 1/24)

    Total calculated
    $76,686
    From this org
    $66,973
    From related orgs
    $0
    Other
    $9,713
    Hours/week
    40
  • Richard Mains Jr

    EMPLOYEE

    Total calculated
    $210,607
    From this org
    $168,624
    From related orgs
    $0
    Other
    $41,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,624
    Bonus
    $0
    Other
    $0
    Deferred
    $8,863
    Nontaxable benefits
    $33,120
    Filer's total
    $210,607
  • Katy Gozalka

    EMPLOYEE

    Total calculated
    $270,799
    From this org
    $238,861
    From related orgs
    $0
    Other
    $31,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,861
    Bonus
    $0
    Other
    $0
    Deferred
    $20,745
    Nontaxable benefits
    $11,193
    Filer's total
    $270,799
  • William McManus

    EMPLOYEE

    Total calculated
    $178,592
    From this org
    $146,275
    From related orgs
    $0
    Other
    $32,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,275
    Bonus
    $0
    Other
    $0
    Deferred
    $5,138
    Nontaxable benefits
    $27,179
    Filer's total
    $178,592
  • Eric Mueller

    EMPLOYEE

    Total calculated
    $146,602
    From this org
    $107,081
    From related orgs
    $0
    Other
    $39,521
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $347,847,935
    Expenses
    $351,526,392
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $330,278,227
    Expenses
    $335,703,432
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $307,137,938
    Expenses
    $306,642,736
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $275,055,970
    Expenses
    $288,100,428
    Assets (EOY)
    $48,145,303
  • 2020 · 990

    Revenue
    $234,185,508
    Expenses
    $236,397,319
    Assets (EOY)
    $39,238,218
  • 2019 · 990

    Revenue
    $192,989,870
    Expenses
    $210,022,508
    Assets (EOY)
    $33,236,475
  • 2018 · 990

    Revenue
    $172,066,451
    Expenses
    $186,006,443
    Assets (EOY)
    $28,481,422
  • 2017 · 990

    Revenue
    $160,148,373
    Expenses
    $159,793,856
    Assets (EOY)
    $26,635,318
  • 2016 · 990

    Revenue
    $153,512,750
    Expenses
    $158,023,680
    Assets (EOY)
    $26,629,643
  • 2015 · 990

    Revenue
    $143,613,813
    Expenses
    $148,924,644
    Assets (EOY)
    $29,766,012
  • 2015 · 990

    Revenue
    $140,280,991
    Expenses
    $148,924,644
    Assets (EOY)
    $27,075,140
  • 2014 · 990

    Revenue
    $107,578,934
    Expenses
    $134,601,225
    Assets (EOY)
    $38,283,493
  • 2013 · 990

    Revenue
    $113,443,249
    Expenses
    $113,765,602
    Assets (EOY)
    $58,785,943

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • BOARD OF TRUSTEES OF HEARTLAND HEALTH & WELLNESS FUND

    501(C)(9) · PLAN SPONSOR AND PLAN ADMINISTRATOR · OH

  • CHAMPAIGN RESIDENTIAL SERVICES INC

  • CINCINNATI AFO-CIO LABOR COUNCIL

  • CINCINNATI INTERFAITH WORKERS

  • GOOD SHEPHERD HOME

  • HARBOR BEHAVIORAL HEALTH

  • HEARTLAND BENEFIT PLAN ADMINISTRATORS LLC

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 1059

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 23 FCU

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 1776KS

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 951

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 227

  • UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 876

  • GENACROSS LUTHERAN SERVICES

  • PEASLEE NEIGHBORHOOD CENTER INC

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • HEARTLAND BENEFIT PLAN ADMINISTRATORS LLC

    PROVIDE MEDICAL AND LIFE BENEFITS TO ITS MEMBERS · OH

Related partnerships on its 2024 return

  • CONSOLIDATED HEALTHCARE SOLUTIONS LLC

  • CUNDIFF TOWN & COUNTRY TREE SERV LLC

  • GRAPHIC FINISHING LLC

  • JAS ELECTRIC LLC

  • LEONARD A BLEH LLC

  • MAXWELL MEDICAL LLC

  • MICHAEL P KELLY REALTY

  • PIPCO LLC

  • SNYDER & GAST LLC

  • JACKSON HOUSE LLLP

  • WEBER DICKEY BELLMAN LAW

  • HOLLYWOOD HOLDING CO LLC

Related corporations and trusts on its 2024 return

  • AMERICAN BUSINESS TECHNOLOGIES

  • AVI FOOD SYSTEMS INC

  • BILLOW CONSTRUCTION INC

  • BLUE GRASS PROVISIONS

  • BRIDGETOWN FINER MEATS INC

  • BRUSH & LADDER PAINTING INC

  • C-FAB LLC

  • CVS PHARMACY INC

  • DBM & SONS INC

  • DON CARTER & ASSOC INC

  • DR ELLEN C TORBECK DMD PSC

  • FRESH ENCOUNTER - CHIEFS

  • FRESH ENCOUNTER - GREAT SCOT INC

  • FROZEN SPECIALTIES INC

  • G&G TRANSPORTATION SERVICE INC

  • GOERGE F MOELLER LPA

  • GRACE FOODS INC

  • HILLTOP PHYSICIANS INC

  • JIM BITZENHOFER REFRIGERATION AND AC INC

  • JOHN STEHLIN & SONS CO INC

  • KISSEL BROS

  • LEE WILLIAMS MEATS INC

  • MANLEY BURKE LPA

  • MULLEN VAN HOUTEN

  • NEWMAN & MEEKS CO LPA

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.