# Board Of Trustees Of The Heartland Health And Wellness Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-heartland-health-and-wellness-fund-316173363-501

> Board Of Trustees Of The Heartland Health And Wellness Fund's 401(k) plan: 48,345 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Heartland Health And Wellness Fund

- **Sponsor EIN:** 316173363

- **Sponsor Address:** 7250 POE AVENUE, SUITE 300, DAYTON, OH, 45414

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 48,345

- **Total Assets:** $40.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|48,345|$40.9M|$344.2M|$1.7M|

| 2023|52,456|$52.7M|$326.4M|$1.8M|

| 2022|49,260|$47.4M|$305.7M|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COMMUNITY INSURANCE COMPANY|Other Service Provider|$18,824,747|—|$18,824,747|

| M&S PRINTMEDIA, INC.|Other Service Provider|$827,321|—|$827,321|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$792,723|$6,569|$799,292|

| THE SEGAL COMPANY, INC.|Other Service Provider|$708,378|$10,000|$718,378|

| REINHART BOERNER VAN DEUREN S.C.|Other Service Provider|$680,977|—|$680,977|

| DELTA DENTAL OF OHIO|Other Service Provider|$623,176|—|$623,176|

| SLEVIN & HART P.C|ERISA Attorney|$456,444|—|$456,444|

| VIRTA|Other Service Provider|$282,531|—|$282,531|

| KATY GOZALKA|Other Service Provider|$273,389|—|$273,389|

| SIKICH CPA LLC|Auditor|$240,086|—|$240,086|

| RICHARD MAINS|Other Service Provider|$213,013|—|$213,013|

| SPECTRUM PRINTING & DESIGN|Other Service Provider|$205,223|—|$205,223|

| WILLIAM MCMANUS|Other Service Provider|$180,765|—|$180,765|

| VISION SERVICE PLAN|Other Service Provider|$153,453|—|$153,453|

| ERIC MUELLER|Other Service Provider|$152,058|—|$152,058|

| SHARI LEWIS|Other Service Provider|$117,778|—|$117,778|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$109,830|—|$109,830|

| LAN SOLUTIONS, INC. DBA INTRUST|Other Service Provider|$109,795|—|$109,795|

| JODI LONG|Other Service Provider|$103,362|—|$103,362|

| CARL LOMBARDO|Other Service Provider|$99,576|—|$99,576|

| SEAN CHAPMAN|Other Service Provider|$95,045|—|$95,045|

| REBECCA CROW|Other Service Provider|$91,352|—|$91,352|

| ANITA GARBER|Other Service Provider|$84,394|—|$84,394|

| WILLIAM EVANS|Other Service Provider|$83,730|—|$83,730|

| MISTY JO KESSLER|Other Service Provider|$83,209|—|$83,209|

| ERIN GEBHARDT|Other Service Provider|$83,153|—|$83,153|

| KRISTA BROSHEARS|Other Service Provider|$79,309|—|$79,309|

| ERICA BASSMAN|Other Service Provider|$78,282|—|$78,282|

| ANN RUDD|Other Service Provider|$78,212|—|$78,212|

| PAULA ROYSE|Other Service Provider|$77,713|—|$77,713|

| MARY CURTIS|Other Service Provider|$75,515|—|$75,515|

| BRANDY MULLENIX|Other Service Provider|$75,294|—|$75,294|

| KASEY FOREMAN|Other Service Provider|$74,255|—|$74,255|

| HEATHER MILLER|Other Service Provider|$74,110|—|$74,110|

| WENDY YOUNG-BURNETT|Other Service Provider|$72,705|—|$72,705|

| DARRELL WILKINSON|Other Service Provider|$69,261|—|$69,261|

| ANGELA STASTNY|Other Service Provider|$68,540|—|$68,540|

| KARRIE SHRINER|Other Service Provider|$66,448|—|$66,448|

| TRACY SMITH|Other Service Provider|$64,504|—|$64,504|

| KAYLA GOLDBERG|Other Service Provider|$63,034|—|$63,034|

| DELAWARE VALLEY HEALTH CARE COALITI|Other Service Provider|$250|$59,018|$59,268|

| AISHIA FULCHER|Other Service Provider|$58,239|—|$58,239|

| STEPHANIE COLLETTE|Other Service Provider|$57,626|—|$57,626|

| MARK FEIGLESON|Other Service Provider|$56,329|—|$56,329|

| ANGELA OLINGER|Other Service Provider|$53,606|—|$53,606|

| JASMINE SIMON|Other Service Provider|$49,738|—|$49,738|

| GARNISHA HUDSON|Other Service Provider|$42,822|—|$42,822|

| EMILY ANTHONY|Other Service Provider|$34,985|—|$34,985|

| FIFTH THIRD BANK RETIREMENT SERVICE|Other Service Provider|$33,175|—|$33,175|

| WANDA UNDERWOOD|Other Service Provider|$32,495|—|$32,495|

| CARL GABRIEL|Other Service Provider|$31,125|—|$31,125|

| BECKY DERHAM|Other Service Provider|$28,709|—|$28,709|

| SHARENE MALONEY|Other Service Provider|$27,817|—|$27,817|

| JENNIFER POWELL|Other Service Provider|$27,512|—|$27,512|

| MONA MANSOOR|Other Service Provider|$27,446|—|$27,446|

| LOCKTON|Other Service Provider|$22,500|—|$22,500|

| ZELIS RED-CARD SYSTEMS, LLC|Other Service Provider|$20,016|—|$20,016|

| NEPC, LLC|Recordkeeper|$20,000|—|$20,000|

| NETWORKS GROUP INC.|Other Service Provider|$20,000|—|$20,000|

| MCKNIGHT, CANZANO, SMITH, RADTKE &|Auditor|$16,245|—|$16,245|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$12,291|$12,291|

| PAYCORE, INC.|Other Service Provider|$10,088|—|$10,088|

| ONSOLVE LLC|Other Service Provider|$5,425|—|$5,425|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLEVIN & HART P.C](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MCKNIGHT, CANZANO, SMITH, RADTKE &](https://planprovider.pro/provider/maner-costerisan-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,456,716

- **Estimated Expense Ratio:** 67.124% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,843,725|$23,140|—|$240,086|—|

| 2023|$7,297,792|$23,346|—|$163,415|—|

| 2022|$8,767,835|$25,462|—|—|$1,945,754|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-heartland-health-and-wellness-fund-316173363-501)

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