2020-10-08T05:32:34-07:00 2020-05-31 350865680 PILE CPAs ONE INDIANA SQ SUITE 1200 INDIANAPOLIS IN 462042066 990 2019-06-01 351799877 Heritage Group Employee Benefit Trust HERI 3178726010 PO Box 68123 Indianapolis IN 46268 R DOUGLAS FELTON PLAN ADMIN. 2020-10-08 true Jeremy C Kopeck CPA P00967303 3172693454 2019 2021-04-22 16:20:28Z R DOUGLAS FELTON PO Box 68123 Indianapolis IN 46268 38373492 false X N/A X 1990 IN Payment of Health, Dental, and Vision Claims 1 0 0 0 0 38003313 38373492 0 0 38003313 38373492 0 32879990 34099893 0 0 0 5123323 4273599 38003313 38373492 0 6768086 4572254 6768086 4572254 0 Payment of Health, Dental, and Vision Claims false false Payment of Health, Dental, and Vision Claims false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 1 0 false false false false false false false true false false false true false false false false false false IN X R Douglas Felton 3178726010 5400 WEST 86TH STREET INDIANAPOLIS IN 46268 X ASPHALT MATERIALS INC Trustee 2.00 0.00 X 0 0 0 R DOUGLAS FELTON PLAN ADMIN. 2.00 0.00 X 0 0 0 0 false false false NA 0 0 COBRA CONTRIBUTIONS 540249 540249 EMPLOYEE CONTRIBUTIONS 6692995 6692995 EMPLOYER CONTRIBUTIONS 31132067 31132067 REINSURANCE RECEIPTS 8181 8181 38373492 0 0 0 0 0 0 0 0 0 38373492 38373492 0 0 0 34099893 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13733 0 ADMIN FEES; REINSURANCE 2372558 Stop Loss Premiums 1365072 Vision Fees 333586 Dental Fees 105310 83340 38373492 0 0 0 6658884 4476785 0 0 0 0 0 0 0 0 182444 86975 109202 95469 0 0 0 0 0 6768086 4572254 6768086 4572254 6768086 4572254 X 0 0 6768086 4572254 0 X false false false 161834 68330 93504 20610 18645 1965 95469 Form 990, Part VI, Line 11b: Form 990 Review Process The form 990 is provided to the organization's governing body before it is filed. If comments are made, appropriate changes are incorporated into the form prior to filing. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization does not make its governing documents and financial statements available to the public. The organization does not have a conflict of interest policy. FORM 990, PART XII, LINE 2B - AUDIT OF TAX YEAR THE VEBA TRUST, THE FILER OF THE FORM 990, IS THE FUNDING MECHANISM FOR THE HERITAGE GROUP HEALTH CARE PLAN ("BENEFIT PLAN"). A FORM 5500 IS FILED EACH YEAR ON BEHALF OF THE BENEFIT PLAN BASED ON THE CALENDAR YEAR. THE CALENDAR YEAR ACTIVITY OF THE BENEFIT PLAN IS AUDITED EACH YEAR, AND THE REQUIRED OPINION OF AN INDEPENDENT QUALIFIED PUBLIC ACCOUNTANT IS ATTACHED TO THE FORM 5500. THE LATEST AUDIT WAS PERFORMED AS OF DECEMBER 31, 2019.AS MENTIONED, THE BENEFIT PLAN REPORTS ON A CALENDAR YEAR BASIS WHILE THE VEBA TRUST REPORTS, BY WAY OF ITS ANNUAL FORM 990, ON A FISCAL YEAR BASIS THAT ENDS MAY 31ST OF EACH YEAR. THE JANUARY THROUGH DECEMBER ACTIVITY OF THE VEBA TRUST IS INCLUDED IN THE ANNUAL AUDIT OF THE BENEFIT PLAN, BUT A SEPARATE AUDIT OF THE VEBA TRUST FOR ITS YEAR ENDED MAY 31ST IS NOT PERFORMED.