Mission
TO PROVIDE FOR A UNIFORM HEALTH AND WELFARE PROGRAM FOR EMPLOYEES EMPLOYED UNDER CERTAIN COLLECTIVE BARGAINING AGREEMENTS.
Public Charity
HEARTLAND HEALTH & WELLNESS FUND
Based in DAYTON, OH, HEARTLAND HEALTH & WELLNESS FUND operates as a Public Charity. The organization reported $347.8M in revenue, $351.5M in expenses, $40.9M in total assets for fiscal year 2024.
EIN: 316041107
DAYTON, OH
Health Care
NTEE: E
Latest filing: 2024
Total Revenue$347.8M
Total Expenses$351.5M
Total Assets$40.9M
Grant Records0
Filing Years2019–2024
Where $100 goes at Heartland Health & Wellness Fund
How Heartland Health & Wellness Fund divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$97
Programs
the work itself
$3
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $97 for programs
$97
The plan provides accident, health, vision, prescription, dental, life, and death benefits to its members and dependents
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Bob Blair
ALTERNATE TRUSTEE
Bryon O'neal
TRUSTEE
Dan Pedersen
TRUSTEE
David Blitzstein
TRUSTEE
Don Sattler
EMPLOYEE
Eric Mueller
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $347.8M | $351.5M | $40.9M |
| 2023 | $330.3M | $335.7M | $52.7M |
| 2022 | $307.1M | $306.6M | $47.4M |
| 2020 | $234.2M | $236.4M | $39.2M |
| 2019 | $193.0M | $210.0M | $33.2M |
Between 2019 and 2024, reported annual revenue grew from $193.0M to $347.8M (+80%), with total assets most recently reported at $40.9M.
Interactive year-over-year charts and full filing details available with membership.