2022-11-15T16:20:42-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-01-01 020656066 HEARTLAND HEALTHCARE FUND HEAR 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 STEVEN TONDI CHAIRMAN 9528540795 2022-11-14 1 STEVEN TONDI 999009999 DOUG BERTOSSI P00637990 6123764500 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEVEN TONDI 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 54312280 0 X N/A X 2002 IA INSURED AND SELF FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. 6 0 0 6 0 0 0 0 26938467 29790616 1224767 8142529 0 0 28163234 37933145 0 0 24384053 27993074 0 0 0 0 0 1085154 1186046 25469207 29179120 2694027 8754025 47196727 50908664 158332 198082 47038395 50710582 INSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. 0 0 INSURED AND SELF FUNDED WELFARE BENEFITS FOR APPROXIMATELY 1,934 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X NED REGAN WILSON MCSHANE CORPORATION 9528540795 3001 METRO DR STE 500 BLOOMINGTON MN 55425 X STEVEN P TONDI CHAIRMAN 1.00 40.00 X X 0 0 0 DAVID ARGUBRIGHT TRUSTEE 1.00 1.50 X 0 0 0 BRUCE WERNING SECRETARY 0.50 40.00 X X 0 0 0 GREG MULHERIN TRUSTEE 1.00 2.00 X 0 0 0 DANIEL AUSSEM TRUSTEE 1.00 6.00 X 0 0 0 JAMES BARK TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 WILSON MCSHANE CORPORATION 3001 METRO DRIVE BLOOMINGTON MN 55425 FUND ADMINISTRATOR 788502 BLUELINK TPA 1305 CORPORATE CENTER DRIVE EAGAN MN 55121 MEDICAL CLAIMS NETWORK 548300 2 EMPLOYER CONTRIBUTIONS 525100 28138555 28138555 EMPLOYEE CONTRIBUTIONS 525100 1652061 1652061 29790616 927515 927515 23594149 16379135 7215014 7215014 7215014 37933145 29790616 0 8142529 27993074 785994 51279 71372 145266 78328 26858 1628 25321 29179120 3688820 1348304 125590 114779 2360200 3609688 214054 21039 34734489 28759687 6073574 17055167 47196727 50908664 8834 51053 149498 147029 158332 198082 X 47038395 50710582 47038395 50710582 47196727 50908664 8754025 -5569027 487189 0 X X 0 1 X 1 0 0 LIMITED LIABILITY COMPANY 4601545 F LIMITED PARTNERSHIP 12453622 F 17055167 X 32218852 -5569027 -5569027 37787879 145266 145266 37933145 29033854 0 29033854 145266 145266 29179120 PART X, LINE 2: THE 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 2021 AND 2020 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. SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 234 234 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 1485 1485 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 3202 3202 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 10669 10669 0 0 0 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING CONTRACTOR EMPLOYER CONTRIBUTIONS X 5449 5449 0 0 0 21039 FORM 990, PART VI, SECTION A, LINE 3 WILSON-MCSHANE COMPANY WAS DELEGATED CONTROL OVER MANAGEMENT DUTIES AS PLAN ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A THREE OF THE TRUSTEES ARE DESIGNATED BY THE CHICAGO REGIONAL COUNCIL OF CARPENTERS. THREE OF THE TRUSTEES ARE DESIGNATED BY THE ILLINOIS VALLEY CONTRACTORS ASSOCIATION, ILLOWA MILLWRIGHT CONTRACTORS ASSOCIATION AND THE ASSOCIATED GENERAL CONTRACTORS OF THE QUAD CITIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION SUPPLIED BY THE ORGANIZATION. A REVIEW OF THE RETURN IS CONDUCTED BY THE ORGANIZATION AND PRESENTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE MEMBERS UPON REQUEST. FORM 990 PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. ILLINOIS VALLEY CONTRACTORS ASSOCIATION 1120 FIRST STREET LASALLE IL 61301 362150421 PROMOTE BETTER RELATIONS BETWEEN LOCAL CONTRACTORS, TRADE UNIONS, CONSTRUCTI IL 501(C)(6) N/A 0 MILLWRIGHT LOCAL UNION 2158 & ILLOWA BUILDING FUND 2707 62ND STREET COURT BETTENDORF IA 52722 421484016 OWNS AND LEASES OFFICE AND TRAINING SCHOOL FACILITIES TO MILLWRIGHT 2158 IA 501(C)(2) N/A 0 UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA 12 EAST ERIE STREET CHICAGO IL 60611 361894832 LABOR UNION IL 501(C)(5) N/A 0 QUAD CITY CONSTRUCTION INDUSTRY ADVANCEMENT TRUST 520 - 24TH STREET ROCK ISLAND IL 61201 362652144 PROMOTING, IMPROVING, AND ADVANCING THE CONSTRUCTION INDUSTRY IN QUAD-CITY IL 501(C)(6) N/A 0 LOCAL#790OFFICE PERSON NORTHERN ILLINOIS UNIVE ILLOWA MILLWRIGHTS JATC CRC CARPENTERS APPR & T CITY OF FULTON CARROLL COUNTY TREASURE PCI ROADS LLC UNION SITE SERVICES LL ACE CONCRETE COMPANY LL EVERSOLE FLOORING LLC BROWN CONSTRUCTION PRIME CONTRUCTION SERVICES CALACCI CONSTRUCTION CORNERSTONE 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